Disappointment disguised itself as a fickle friend when CoreWeave unveiled its second-quarter results for 2025 only yesterday, unveiling a juxtaposition of triumph and disillusionment. As the clock struck 9:45 a.m. ET, the weight of discontent bore down upon the stock, driving it to a retreat of 13.8%. A foreboding whisper circulated among the investors, echoing the seductive call to relinquish their holdings.
Earlier in the month, the electric vehicle (EV) manufacturer, a peculiar beast hailing from the vast land of China, reported a growth of 17.5% in deliveries year-over-year for the month of June. But it was not merely the numbers that caused such a stir; no, it was the company’s recent attempts at expansion-through the launch of Firefly and Onvo-that piqued the interest of the masses. These new sub-brands, together, contributed a noteworthy 40% to Nio’s June sales. What an odd spectacle this is, a company previously known for its somewhat quiet existence now creating waves that could almost drown a small village.
The company, which supplies low-enriched uranium to nuclear power plants, just announced it’s raising $650 million via convertible senior notes to fund a HALEU (high-assay, low-enriched uranium) business. Because nothing says “confidence” like printing money to build a business… for reactors. Classic corporate cocktail: debt + dilution + a side of “we’re totally not panicking.”
The investment wasn’t just a whim; it represented 0.88% of iA Global’s 13F assets under management (AUM), which sounds modest until you realize how many zeros are involved. After this transaction, the fund now holds 421,023 shares of Danaher, worth roughly $83.17 million. To put that into perspective, Danaher accounts for 1.25% of the fund’s reportable assets across 416 positions. It’s almost touching, really, how much effort goes into dividing up percentages like leftover pie slices.
Microsoft’s market cap is so big, even the stock ticker says “MSFT“-short for “Microsoft, Stop Forging Treasures.” But here’s the kicker: Despite being a $4 trillion titan, this company still acts like it’s the underdog. How? Because it is the underdog. The underdog with a moat so wide, even Donald Trump would say, “That’s a moat, folks.”
And so, with a skeptical eye and a quill dipped in irony, let us examine three paths by which one might chase this spectral current, armed only with $500 and an unshakable faith in charts and graphs.
Nvidia, that cunning scene-stealer, has transformed from a mere purveyor of gaming chips into the alchemist of artificial intelligence. Its graphics processing units, once dismissed as tools for pixelated diversions, now fuel the generative AI revolution-a modern-day Philosopher’s Stone. With a revenue surge of 69% in its latest quarter, it struts across the stage, its P/E ratio of 31 a modest costume for such a star. The audience, ever enamored by spectacle, whispers of a $5 trillion valuation before the curtain falls on this fiscal year.
IonQ’s shares have climbed 511%, a lean colt dodging the cactus spines of doubt. D-Wave, meanwhile, has leapt nearly 2,000%-a jackrabbit’s gamble, its feet never quite touching the earth. But in this desert of dreams, even the boldest bets are measured by the depth of their wells.
Now, the last election wasn’t just a political circus; it was a bloody spectacle that handed a lifeline to cryptocurrencies. Trump-yeah, that Trump-set a tone that left the crypto world with a twinkle in its eye. With a new cast in town, the SEC’s rules started to bend. And it was good for XRP. Real good. After all, Ripple-the company behind XRP-had a score to settle with the SEC. In 2020, the SEC dropped a lawsuit on Ripple like a ton of bricks, accusing them of selling XRP as an unregistered security. They’re still tussling with that one, but here’s the kicker: new blood at the SEC means the situation’s moving faster than a high-speed chase.
On an August day that could only be described as serendipitous, SoundHound’s stock soared by over 26% following the revelation of its second-quarter results. What, you may wonder, ignited such fervor among investors? Let us embark on an exploration of these promising clouds gathering about this oft-beaten AI stock, which some bear the gall to say could possibly double its worth by this time next year.