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AI strategy

7 articles
The Motley FoolThe Motley Fool··Ryan Vanzo

Rivian's $45K R2 Launch and AI Bet Position EV Maker for Potential Comeback

Rivian stock cheaper after correction with two growth catalysts: R2 SUV launch and undervalued AI exposure. Uber's $1.25B investment validates strategy.
UBERTSLARIVNmarket valuationAI strategy
BenzingaBenzinga··Lekha Gupta

36Kr Stock Surges 11% on Return to Profitability in H2 2025

36Kr ($KRKR) shares surge 11% after returning to profitability in H2 2025 with 16.2 million yuan net income, beating prior-year loss of 44.9 million yuan.
KRKRrevenue growthAI strategy
The Motley FoolThe Motley Fool··Jeremy Bowman

Axon Enterprise Vaults on Earnings Beat, Eyes Ambitious $6B Revenue Target

Axon Enterprise stock surged 17.46% after beating earnings expectations. The law enforcement tech firm targets $6 billion revenue by 2028, signaling strong growth ahead.
AXONrevenue beatQ4 earnings
The Motley FoolThe Motley Fool··Bram Berkowitz

Druckenmiller Exits Meta, Doubles Down on Amazon with $170M Position

Billionaire Druckenmiller exits Meta entirely, increases Amazon position to $170M and buys call options, betting on Amazon's cloud and e-commerce strength despite recent stock declines.
METAAMZNcapital expendituresStanley Druckenmiller
The Motley FoolThe Motley Fool··Bram Berkowitz

Buffett's Final Quarter Marks Shift Away From Amazon, Into New York Times

Berkshire Hathaway divested 77% of Amazon stake while investing $350M in New York Times, signaling a strategic shift away from tech amid AI and tariff concerns.
AMZNGOOGGOOGLAAPLNYTdigital transformationBerkshire Hathaway
Investing.comInvesting.com··Leo Miller

Meta Stock Retreats Despite Strong Earnings as Ackman Initiates Major Position

Meta stock retreated from post-earnings gains despite strong guidance. Billionaire Bill Ackman's fund initiated a $2 billion position, betting on Meta's AI advertising potential.
METAMSFTAMZNGOOGGOOGLstock declineearnings
The Motley FoolThe Motley Fool··Dan Caplinger

Intel Reports $300M GAAP Loss Despite Stock Recovery and Margin Improvements

Intel posted $300M loss in 2025 despite 50% stock gain and margin improvements. New CEO pursues CPU-focused AI strategy to regain market share.
NVDAAMDINTCsemiconductor industryCEO transition