| Wednesday, December 31st 2025 |
Is Intel Going to Soar In 2026? |
After years of playing defense, Intel surprised investors in 2025 by showing genuine momentum. Shares climbed roughly 80% over the year, a sharp reversal from the stagnation that defined much of the past decade. Massive U.S. government support tied to domestic chip manufacturing, key backing from SoftBank, and a high-profile partnership with Nvidia have materially strengthened Intel's balance sheet. And 2026 may well be the year that effort starts to pay off. Get the full details here |
Ivy Content you May Have Missed
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Warren Buffett's Final Warning Shot |
At Berkshire Hathaway, cash has swelled to levels that dwarf the market capitalizations of many household-name companies. Estimates put the pile near $400 billion, much of it parked in short-dated U.S. Treasuries. Berkshire didn't wake up one morning and decide to sit on mountains of cash. The buildup has been gradual, accelerating alongside the bull market that began in earnest for the past two years. Get the full details here |
Is Meta Having its iPhone Moment? |
Meta's recent launch of AR glasses with an integrated display and built-in AI assistant looked modest on the surface. In reality, it marked the point where experimentation turned into execution. Meta has been investing in smart glasses for more than seven years, giving it a meaningful head start. That lead is already visible in the data. By some estimates, Meta has captured about 73% of global smart glasses shipments in the first half of 2025, extending an already dominant position. Get the full details here |
Broadcom Isn't Cheap But Will It Still Power Higher? |
Broadcom has quietly become one of the biggest winners of the AI boom. Shares have soared over the past two years as demand for AI infrastructure exploded, and even after a recent pullback of more than 5% from November highs, the stock is still up over 50% this year. That short-term dip raises an obvious question: Is Broadcom finally offering a better entry point, and can the stock keep climbing into 2026? Get the full details here |
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