With the audacity typical of those who dare to defy the quotidian, Apogee, a beacon of hope in the clinical sphere of immunology and inflammation, announced its ambition to sip nectar from the vine of capital. Just after the curtain fell on market operations Wednesday, the company declared its intention to release a secondary issue of common stock that could round up a hefty sum, swelling to a most impressive $300 million.
Let us pause, for a moment, to consider the peculiar nature of this divestment. On the surface, it is a simple transaction-an exit, a mere shift of assets in the endless dance of numbers. Yet, as with all financial acts, it is laced with implications that stretch far beyond the mere exchange of shares. Franklin Street Advisors, according to the record, has chosen to sever its ties with Intuitive Surgical, at a time when the company itself stands at the crossroads of innovation and volatility. A decision made with the keen awareness that the financial horizon, ever mutable, is clouded by emerging risks-tariff-induced pressures, the whispers of diminishing margins. As the stock of Intuitive Surgical drifts downward, having shed 9.5% of its value over the past year, the question arises: does this represent a tactical retreat or a mere adjustment in the labyrinth of investment strategy?
This here transaction wasn’t a shot in the dark; after this buy, Vale turns out to represent a hearty 20.1% of Kawa Capital’s 13F assets under management as of September 30, 2025. And like a crow to shiny objects, it seems folks are fluttering around this investment.
One must always remember that cryptocurrencies, despite their rebellious aura, have a curious inverse relationship with the U.S. dollar-like two thoroughly bored lovers who, despite their best efforts, remain stuck in a cycle of ambivalence. The dollar, once languishing in a state of permanent malaise, has begun to show signs of life. The catalyst? The Federal Reserve’s growing doubts about the frequency with which it should trim interest rates, an ever-so-dramatic concern which the world has been riveted by for, oh, several months now.
And so it is with careful observation and an eye toward the moral underpinnings of progress that I present two stocks to watch in 2025. These two companies, whose fates are tied to the evolution of AI, offer more than a mere opportunity for financial gain. They represent the battleground where the future of technology, society, and indeed, human agency will be decided.
So, naturally, the stock market has jumped on the AI bandwagon. And like any bandwagon, there are a few key players vying for your attention, your funds, and, perhaps most importantly, your trust. Below, I’ll highlight the top three AI stocks currently on my radar-no pressure, but they’re *quite* likely to feature prominently in the coming decade.
Let us consider three stocks, humbly tucked away on the bargain shelf, quietly awaiting their moment to shine. You may want to lend them an ear-and perhaps even a little of your investment capital.
Now, let us take a moment to consider the implications of this new strategy. Tesla’s decision to launch these variants at prices below $40,000, whilst not immediately revolutionary, does possess a certain charm. The price point is apt to attract an entirely new class of customer-those whose purse strings might once have been drawn tight in hesitation. These models, though priced more modestly, retain the esteemed self-driving technology for which Tesla has become known. Indeed, this is a delicate yet sensible manoeuvre, for it serves not merely to increase sales in the short term but to fortify Tesla’s long-term ambitions. The company’s audacious plans to establish an autonomous ride-sharing service, to be known as Robotaxi, will undoubtedly benefit from the proliferation of such vehicles on the road. Tesla’s future vision grows nearer with each new sale.
The filing, dated with the bureaucratic punctuality of a Swiss watch, reveals Sage’s methodical pruning of its Costco holdings. The fund’s remaining top assets, however, suggest a portfolio less of a desert than a curated bazaar: Apple ($37.26 million, 8.9% of AUM), Microsoft ($21.92 million, 5.2%), and NVIDIA ($19.31 million, 4.6%) dominate, as though the firm has merely shifted its bets from the old guard to the new, with a nod to the enduring appeal of the membership-based warehouse model. Or perhaps it is simply diversifying its bets in a world where even the most stalwart retailers must contend with the whims of algorithmic capitalism.
The sale was not a hasty retreat but a calculated exodus. With Rubrik’s price-to-sales ratio bloated from 7 to 15 in a year, the fund’s exit felt less like a betrayal and more like a harvest reaped before the rains failed. By quarter’s end, their position in Rubrik had withered to zero, leaving behind only the ghost of a 7% allocation in their portfolio’s ledger.