Stocks To Buy

So here's the deal: Big Tech is about to drop $700 billion this year on AI infrastructure. That's roughly $2 billion per day flowing into data centers, GPUs, and enough cooling systems to make Antarctica jealous. Wall Street is having a collective panic attack, wondering if this is the biggest money bonfire since pets.com. But here's the thing – when you actually crunch the numbers (and I mean really crunch them, not just panic-tweet), this spending spree might be the smartest ...
Read More About This

Remember when AI was going to make us all rich? Yeah, well, Wall Street got the memo that maybe robots taking everyone's jobs isn't actually bullish for the economy. Who could have seen that coming? The tech sector is currently having what can only be described as an existential crisis. Software stocks are getting absolutely demolished after some fancy AI updates from Anthropic made everyone realize that, hey, maybe this whole "AI will replace knowledge workers" thing is actually happening. Even ...
Read More About This

In a move one government contracts attorney called "the contractual equivalent of nuclear war," President Trump on Friday ordered every federal agency to stop using Anthropic's AI technology — and the Pentagon declared the company a supply-chain risk to national security. It's the kind of designation previously reserved for Chinese tech giant Huawei. The backstory: Anthropic, maker of the Claude AI system and arguably the most technically advanced AI lab in America, signed a $200 million Pentagon contract last July. The ...
Read More About This

While everyone obsesses over Nvidia's latest earnings and the AI selloff carnage, Amgen has been on a tear that would make most tech stocks jealous. The biotech giant is up 17% year-to-date, outperforming the Dow's measly 2.3% return by a factor of seven. And the best part? The story is just getting started. Amgen's Q4 earnings in early February set the tone. Revenue came in at $9.9 billion with adjusted EPS of $5.29 — both beating estimates. Management guided 2026 revenue ...
Read More About This

Stanley Druckenmiller — the man who ran 30% annualized returns for three decades without a single losing year — just told the world he's moved on from AI stocks. And what he's buying instead should make every trader pay attention. In a new Morgan Stanley "Hard Lessons" podcast interview published Friday, the Duquesne Family Office chief laid out a portfolio that looks nothing like the AI-mania trades that dominated 2024 and 2025. His current playbook: long copper, long gold, short the ...
Read More About This

A company once worth $360 billion is now sitting at a $41 billion market cap, down 83% from its 2021 all-time high. And suddenly, everyone wants a piece of PayPal. Shares surged 10% last week after Bloomberg reported that PayPal had engaged a top-tier investment bank to evaluate preliminary takeover inquiries from both a "large rival" and several private equity consortiums. The spike briefly triggered a volatility halt. For battered shareholders who have watched the stock bleed for five straight years, ...
Read More About This

When U.S. and Israeli forces confirmed strikes on Iran this weekend, the playbook wrote itself: buy defense stocks on Monday morning, sell them once the headlines fade. It is a pattern as old as the ticker tape. But this time, the real story is not about bombs. It is about maintenance contracts. The defense industry is undergoing a structural shift that most investors are missing. Modern weapons systems are not one-time purchases — they are platforms that require decades of software ...
Read More About This

Warren Buffett just wrapped his last quarter as CEO of Berkshire Hathaway — and he did it sitting on the largest pile of cash in corporate history. Berkshire reported Q4 operating earnings of $10.2 billion, a 29% decline from $14.56 billion a year ago. Insurance underwriting profits got cut in half, dropping 54% to $1.56 billion. Insurance investment income slid 25% to $3.1 billion. Full-year operating earnings came in at $44.49 billion, down from $47.44 billion in 2024. By most measures, ...
Read More About This