usdaed

First, roll out the red carpet for the lead star—AI!

This titan, American Express (AXP), commands a formidable 21.6% stake held by the oracle himself, Warren Buffett. Having surged an astounding 217% over the past five years—as of July 23—it stands as a paragon of resilience in turbulent times.

But before you toss your shares into the metaphorical void like so much discarded bubble wrap, consider this: selling now could be as ill-advised as trying to read the terms and conditions of a software update while simultaneously eating a sandwich. And if you’re contemplating buying? Well, let’s just say there are reasons to believe this glass might not only be half-full but also bubbling over with fizzy potential.

Now, sure, the stock is strutting around at dizzying heights, leaving many scratching their heads over whether it’s really worth the price of admission. But like that charming yet utterly disastrous partner at a wedding, you just can’t help but pay attention to Visa’s complexities.

When one thinks of AI stocks, Nvidia, that dashing chipmaker with a twinkle in its GPU, reigns supreme. One might imagine the investor, somewhat befuddled by the labyrinthine corridors of silicon valleys, receiving a nudge in the right direction by this most amiable of guides. For you see, GPUs—those delightful little workhorses—are the lifeblood of AI’s grand experiment. They train models with the enthusiasm of a terrier after a postman and deploy them with the precision of a Swiss watchmaker. Without them, the entire affair would collapse into a rather unsightly heap of ones and zeroes.

If June was but a prelude, July has become the grand ballroom of Wall Street’s affections. Consider the following exchanges: