Coatue founder Philippe Laffont says an AI supercycle is still in its early days. Why investors should expect constant disruption.

Sure, Microsoft, Meta and Nvidia have bounced back. But the Magnificent Seven and rest of tech may still have more room to run.

With today's gains, BigBear.ai stock is up roughly 70% over the last month. Macroeconomic trends and excitement surrounding defense AI opportunities are pushing the stock higher today. The company's share price was up 14.7% as of 1:30 p.m. ET.

XPeng (NYSE:XPEV) recently announced significant achievements, including the delivery of 34,611 Smart EVs in June 2025—a 224% year-over-year increase—and the launch of its flagship model, XPENG X9, in Indonesia, marking its expansion into over 40 countries. Despite these milestones, the company's stock faced a 5% decline over the last month. This is particularly interesting as broader markets, exemplified by the Nasdaq and S&P 500, saw gains. Factors such as positive market trends might have...

Robinhood Markets (NasdaqGS:HOOD) has announced a plethora of initiatives, including the expansion of its services across 30 EU and EEA countries and the introduction of crypto staking and stock tokens, aimed at enhancing product offerings. Additionally, inclusion in multiple growth indices, such as the Russell 1000 Growth Index, likely solidified investor confidence. All these developments coincided with broader market factors like the rise in the Nasdaq, where tech shares boosted the index...

Cloudflare (NYSE:NET) recently launched a groundbreaking AI Crawler Blocking feature, which gives website owners control over AI access to their content. This innovation, alongside the timely introduction of Cloudflare Log Explorer, significantly contributes to improved content security and operational efficiency. Over the last quarter, Cloudflare's stock price jumped 55%, contrasting with the broader market's tech sector gains. While market trends like the Nasdaq's rise supported tech...

Baidu (NasdaqGS:BIDU) made the headlines with its recent executive reshuffle, appointing Mr. Haijian He as the new CFO, an experienced finance leader with a strong track record. Alongside these changes, the company's stock rose 5% over the last month, during which the broader market, reflected by the Nasdaq's 14% rise over the past year, also showed positive momentum. While the leadership changes may have added weight to this broader market uptrend, the general stability of major tech stocks...

MicroStrategy (NasdaqGS:MSTR) recently appointed Peter L. Briger, Jr. to its Board of Directors and announced the planned retirement of its Executive Vice President & General Counsel, Wei-Ming Shao. Over the last quarter, the company's stock price increased by 19%, a significant move amid broader market gains and the tech-heavy Nasdaq's rise. This increase aligns with broader market trends, especially fueled by tech sector gains, and coincides with a period of heightened focus on AI product...

As U.S. markets navigate the complexities of trade talks and economic data, investors are keenly observing fluctuations in major indices like the Dow Jones Industrial Average, which recently edged closer to record highs. In such a climate, identifying undervalued stocks can be particularly advantageous for those looking to capitalize on potential market inefficiencies.

NVR (NYSE:NVR) recently appointed Michael J. DeVito, an industry veteran with extensive experience in mortgage financing, to its Board of Directors, which could enhance the company's strategic oversight as it navigates market dynamics. During the past month, NVR experienced a 7.8% increase in its share price. This movement aligns with broader market trends, as indices such as the Nasdaq and S&P 500 have also experienced growth. While the appointment of DeVito added weight to the positive...