| Friday, December 12th 2025 |
Why Nvidia Still Looks Like The #1 AI Stock |
Nvidia didn't become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme. Naturally, that raises an uncomfortable question: after a run like this, is most of the upside already gone? The evidence suggests otherwise. Get the full details here |
Ivy Content you May Have Missed
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SoFi Is Up What's Happening Under the Surface? |
In a year when most analysts can't look away from anything stamped "AI," SoFi Technologies has become one of the market's most surprising comeback stories. The digital-first bank now commands a $30+ billion market cap, yet it still manages to slip past the radar of investors glued to megacap tech. Get the full details here |
Is This AI Stock a Buy Heading Into 2026? |
CoreWeave sits in a new category analysts now call the neocloud. Rather than operating like traditional cloud providers built for broad, generalized workloads, neoclouds specialize in dense clusters of GPUs designed purely for AI training and inference. In practical terms, CoreWeave is building industrial-scale AI factories, meaning customized data centers filled with Nvidia's highest-end accelerators, supplied through relationships that date back to CoreWeave's early days as a GPU-mining collective. Get the full details here |
What's Buffett Doing With Google Now? |
Berkshire Hathaway stunned the market this quarter by initiating a multibillion-dollar position in Alphabet just months before Warren Buffett steps down as CEO. While Berkshire trimmed its long-held Apple stake yet again, it bought almost 18 million Class A shares of Alphabet at just north of $200 per share, now worth over $5.5 billion. Even so, that position represents barely 0.3% ownership in Alphabet, a reminder of the sheer scale of the Google empire. Get the full details here |
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