| Friday, November 28th 2025 |
AMD Just Raised the Bar With a Bold 5-Year Plan |
CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading. The new guidance fundamentally reshapes how AMD's role in the AI ecosystem should be valued. Get the full details here |
Ivy Content you May Have Missed
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Is This The Most Reliable Passive-Income Engine? |
Among the more compelling income opportunities in this corner of the market is Ares Capital, a business development company offering a nearly double-digit yield supported by one of the strongest credit platforms in the country. That yield isn't the main reason sophisticated investors pay attention, though. What distinguishes Ares Capital is the durability of the system generating those payouts. Get the full details here |
Why Did Buffett Buy Google? |
When Berkshire Hathaway showed up with a new position in Alphabet, more than a few eyebrows went up. Alphabet, after all, is pursuing everything from autonomous driving to quantum computing, hardly the plain-vanilla playbook Buffett made famous. But once you dig in, the move becomes far less mysterious. Alphabet is still, above all else, a cash-gushing advertising machine. And Berkshire bought Google because the core business remains one of the most profitable enterprises on Earth. Get the full details here |
Anthropic's Rise Has Been Stunning, How Big Can It Get? |
A year ago, Anthropic was a specialist name known mostly within AI research circles. Today, the company behind Claude is scaling so quickly that veteran investors openly call its trajectory "almost without precedent." Its sharp focus on enterprise AI, and its increasingly intertwined relationship with Microsoft, has made one comparison hard to ignore: is Anthropic quietly positioning itself the way Microsoft did in the early PC era? Get the full details here |
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