In the AI era, the biggest investing mistake may be assuming today’s leaders will still dominate tomorrow. Listen to the audio version of this article (generated by AI). Hello, Reader. If you were to compare human beings to companies, there aren’t many similarities to hang your hat on. For starters, we are, obviously, alive, and companies ...
The AI Boom’s biggest profits keep moving down the supply chain and now we know where to look next Listen to the audio version of this article (generated by AI). On a plateau south of Bandung, in what is now Indonesia, Dutch planters spent decades cultivating a scrubby South American tree. It was called cinchona. ...
Key Points Thiel Macro reported no U.S. long stock holdings for the quarters ended December 2025 and March 2026. The fund’s second-quarter filing lists eight positions worth a combined $418.7 million as of June 30. About 72% of the portfolio sits in energy and power companies, from regulated utilities to a nuclear reactor developer. These ...
Broadcom’s AVGO Semiconductor Solutions business is being driven primarily by surging demand for AI infrastructure and is helping the company manage competition from NVIDIA NVDA and Advanced Micro Devices AMD. Semiconductor Solutions revenues jumped 79% year over year to a record $15 billion in the second quarter of fiscal 2026, with AI semiconductor revenues jumping ...
Key Points Stanley Druckenmiller was early to spot the potential for some of the biggest AI chipmakers in the market. He bought Nvidia (NASDAQ: NVDA) for his Duquesne Family Office portfolio in late 2022. He ultimately made hundreds of millions of dollars from that purchase, but he admitted he sold the stock too soon, fully ...
To capitalize on the rapidly growing demand for AI infrastructure, SK Telecom Co. SKM plans to split its wholly owned subsidiary SK Broadband into two entities: the surviving SK Broadband and a newly established company, SK Horizon, dedicated primarily to AI data center (AIDC) infrastructure. The restructuring separates SKM’s traditional connectivity and media businesses from ...
Crypto’s dead zone may finally be ending… Listen to the audio version of this article (generated by AI). Editor’s Note: For months, the smart crypto play was patience – waiting until the market showed real evidence the next cycle was turning. Last week, for the first time, it did. Bitcoin reclaimed its 200-day moving average, ...
Key Points Disney’s “experiences” business segment just posted record quarterly revenue and a $3 billion operating profit. Strong results at Disney’s theme parks and cruise lines offset mixed results elsewhere in the company. Continued growth in Disney’s core entertainment platforms could lead the market to rerate the stock higher. 10 stocks we like better than ...
Key Points Ford’s cumulative capital expenditures were $81 billion from 2015 through 2025, but it only added an incremental $33 billion in automotive revenue during that time. Despite the optimism surrounding Ford’s new energy segment, this business line won’t contribute much to the overall financial results anytime soon. Shares trade at a cheap valuation, but ...
Key Points Li Lu was greatly influenced by Warren Buffett to become a value investor. Lu launched Himalaya Capital in 1997. Himalaya runs a very concentrated stock portfolio of seven stocks. 10 stocks we like better than Alphabet › Li Lu, the founder and chairman of Himalaya Capital, has an incredible story. The Chinese native ...
