"Nothing's come of it. It's kind of leaving this hopeless feeling, where you almost just think you're gonna check every day and never see anything," Long, the content creator, said. "I really don't think we're ever gonna see anything. So it's transferred from that obsession to like a hopelessness."
"Nothing's come of it. It's kind of leaving this hopeless feeling, where you almost just think you're gonna check every day and never see anything," Long, the content creator, said. "I really don't think we're ever gonna see anything. So it's transferred from that obsession to like a hopelessness."
US Energy Secretary Chris Wright said global energy supplies are sufficient and the war-linked surge in oil prices reflects a “fear premium” in markets that won’t last. Wright joined President Donald Trump in arguing that the US-Israeli war with Iran will only temporarily disrupt of markets and ship traffic, saying the timeline “in the worst case” is a matter of weeks, rather than months. “The oil...
US Energy Secretary Chris Wright said global energy supplies are sufficient and the war-linked surge in oil prices reflects a “fear premium” in markets that won’t last. Wright joined President Donald Trump in arguing that the US-Israeli war with Iran will only temporarily disrupt of markets and ship traffic, saying the timeline “in the worst case” is a matter of weeks, rather than months. “The oil is there,” Wright said Sunday on CNN’s State of the Union . “You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas.” With midterm elections ahead in November, Trump is courting political risk with the attack on Iran — which has prompted Iranian retaliation on US allies in the Persian Gulf — virtually halted tanker traffic through the Hormuz strait and pushed up gasoline prices for Americans. While Wright cited a tanker that “went through the Gulf about 24 hours ago,” Hormuz transit remained near a standstill for a sixth day with only Iran-linked tankers making the crossing over the past 24 hours. The Trump administration has announced a $20 billion reinsurance program and suggested Navy escorts in a bid to revive traffic, though Wright suggested the US is focused on airstrikes on Iran for now. “We’re nowhere near normal traffic right now,” he said. “And you know in that that’ll take some time. But again, worst case, that’s a few weeks, that’s not months.” HORMUZ TRACKER: Iran-Linked Ships Transit as Others Stay Away Wright acknowledged the impact on US retail fuel prices, which have increased by almost 16% in a week to $3.45 for regular gasoline, according to the American Automobile Association’s national average. “We want it back below $3 a gallon, and it will be again before too long,” Wright said. Read More: Traders Warn $100 Oil Is Imminent If Iran War Keeps Raging Wright echoed Trump in citing US reports of progress in destroying most of Iran’s missile and drone capability, though he said only Israel is a...
‘Medical misogyny’ is letting women down, the health secretary, Wes Streeting, has admitted, as a survey showed half of female patients felt they had been dismissed or ignored because of their sex. A report from Mumsnet, which examined data taken from the site over the past decade, warned of “structural and deeply embedded” sexism in healthcare. And a survey of women using the site found that more...
‘Medical misogyny’ is letting women down, the health secretary, Wes Streeting, has admitted, as a survey showed half of female patients felt they had been dismissed or ignored because of their sex. A report from Mumsnet, which examined data taken from the site over the past decade, warned of “structural and deeply embedded” sexism in healthcare. And a survey of women using the site found that more than half believed the NHS was institutionally misogynistic. The survey also found that: 50% of women believe they have been dismissed, ignored or not believed by an NHS professional because of their sex. 64% say they have been explicitly told their pain or symptoms were “normal” or “in their head”. 68% think the NHS does not take women’s health concerns seriously. Ahead of the publication of a women’s health strategy, which was announced in 2022 and is expected imminently, Streeting said the report showed that the NHS had let women down too often and for “far too long”. The health secretary said he was “driving change” through more funding, menopause support, moving health services into the community and the introduction of Martha’s rule, which gives patients a right to an urgent second opinion. He added: “Medical misogyny has no place within our NHS. It was founded on the principles of equality, yet time and time again, women are ignored and not believed. I want women across the country to know we’re going to tackle this.” The report, which coincides with International Women’s Day on Sunday, draws on almost 100,000 posts from Mumsnet between 2015 and 2025. The messages describe “dismissal, disbelief or deprioritisation in healthcare settings”, with many users saying they were kept in a holding pattern of “wait and see” instead of being given treatment. One woman with adenomyosis and severe endometriosis who lives in near constant pain said she was dismissed by doctors for years with comments like “period pain is normal, you may have a low pain threshold”. Another said sh...
Nuclear energy could represent a $10 trillion market opportunity, according to Bank of America research. It's not hard to imagine why. The U.S. is leading the world in developing one of the most powerful, energy-intensive technologies that history has ever seen -- aka, artificial intelligence (AI). The power grid, however, is largely incapable of handling the electricity needs of these powerful ma...
Nuclear energy could represent a $10 trillion market opportunity, according to Bank of America research. It's not hard to imagine why. The U.S. is leading the world in developing one of the most powerful, energy-intensive technologies that history has ever seen -- aka, artificial intelligence (AI). The power grid, however, is largely incapable of handling the electricity needs of these powerful machines and their data centers. What AI data centers need is an energy source that's reliable and independent from the grid. Bank of America rightly names small modular reactors (SMRs) as one of these sources. NuScale Power (SMR 4.02%) is currently the frontrunner in developing SMRs. SMRs are small nuclear reactors that can work together to generate adjustable amounts of electricity. They're generally pre-made in a factory -- which cuts down on assembly time -- and can function as "mini power plants" to supply clean, reliable power. Several start-ups are working to develop SMRs. NuScale, however, is the only U.S. nuclear energy company with regulatory approval for an SMR design. Since the regulatory process is typically long, NuScale has a clear head start over competitors like Oklo. Expand NYSE : SMR NuScale Power Today's Change ( -4.02 %) $ -0.49 Current Price $ 11.69 Key Data Points Market Cap $3.7B Day's Range $ 11.62 - $ 12.23 52wk Range $ 11.08 - $ 57.42 Volume 1.1M Avg Vol 26M Gross Margin 33.84 % There is a limited demand for these reactors at the moment, and NuScale is working to match their needs. For instance, NuScale has a deal with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts of SMRs across seven states. It's also working with RoPower to deploy six modules at a new SMR power plant in Romania. The demand for clean, reliable power is growing. NuScale has challenges (like turning a profit), and it's not the only energy company targeting the data center space. Bloom Energy, for example, is also selling on-site power generation, and it's already w...
Key Points NuScale Power is developing SMR technology. It doesn't have firm sales, but it does have several agreements to deploy its technology in the future. 10 stocks we like better than NuScale Power › Nuclear energy could represent a $10 trillion market opportunity, according to Bank of America research. It's not hard to imagine why. The U.S. is leading the world in developing one of the most ...
Key Points NuScale Power is developing SMR technology. It doesn't have firm sales, but it does have several agreements to deploy its technology in the future. 10 stocks we like better than NuScale Power › Nuclear energy could represent a $10 trillion market opportunity, according to Bank of America research. It's not hard to imagine why. The U.S. is leading the world in developing one of the most powerful, energy-intensive technologies that history has ever seen -- aka, artificial intelligence (AI). The power grid, however, is largely incapable of handling the electricity needs of these powerful machines and their data centers. What AI data centers need is an energy source that's reliable and independent from the grid. Bank of America rightly names small modular reactors (SMRs) as one of these sources. NuScale Power (NYSE: SMR) is currently the frontrunner in developing SMRs. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » SMRs are small nuclear reactors that can work together to generate adjustable amounts of electricity. They're generally pre-made in a factory -- which cuts down on assembly time -- and can function as "mini power plants" to supply clean, reliable power. Several start-ups are working to develop SMRs. NuScale, however, is the only U.S. nuclear energy company with regulatory approval for an SMR design. Since the regulatory process is typically long, NuScale has a clear head start over competitors like Oklo. There is a limited demand for these reactors at the moment, and NuScale is working to match their needs. For instance, NuScale has a deal with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts of SMRs across seven states. It's also working with RoPower to deploy six modules at a new SMR power plant in Romania. The demand for clean, reliable power is growing. NuSca...
OpenAI ( OPENAI ) exec Caitlin Kalinowski, who oversaw hardware at the company, has resigned following the deal to provide AI services to the Department of Defense. "I care deeply about the Robotics team and the work we built together," Kaolinowski posted. "This wasn’t an easy call. AI has an important role in national security. But surveillance of Americans without judicial oversight and lethal a...
OpenAI ( OPENAI ) exec Caitlin Kalinowski, who oversaw hardware at the company, has resigned following the deal to provide AI services to the Department of Defense. "I care deeply about the Robotics team and the work we built together," Kaolinowski posted. "This wasn’t an easy call. AI has an important role in national security. But surveillance of Americans without judicial oversight and lethal autonomy without human authorization are lines that deserved more deliberation than they got." "This was about principle, not people. I have deep respect for Sam (Altman) and the team, and I’m proud of what we built together." Microsoft ( MSFT )-backed OpenAI stepped in to make a deal with the Pentagon that Altman says has safety guardrails after Anthropic ( ANTHRO ) was designated a supply chain risk because of its stance on surveillance and lethal autonomy for AI. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on OpenAI Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users Microsoft: An OpenAI Problem (Rating Upgrade) 2027: Defense Boom As The AI Trade Unwinds OpenAI and Oracle decide not to expand Texas data center site: report Gemini, Claude continue to gain share at expense of ChatGPT, BNP survey finds
1. The Conservatives In contrast to predecessors who led the Conservatives in opposition in times of war, Kemi Badenoch has gone on the offensive against the government’s position and is expected to try to depict Labour as “unpatriotic”. During prime minister’s questions on Wednesday, she accused Starmer of not taking “offensive action” after attacks on UK bases. However, that position appears to ...
1. The Conservatives In contrast to predecessors who led the Conservatives in opposition in times of war, Kemi Badenoch has gone on the offensive against the government’s position and is expected to try to depict Labour as “unpatriotic”. During prime minister’s questions on Wednesday, she accused Starmer of not taking “offensive action” after attacks on UK bases. However, that position appears to be in line with only 15% of Tory voters, who according to YouGov, think the UK should actively be joining the attack on Iran. Thirty-seven per cent believe the UK military stance should be “purely defensive” while another 37% want it to be “purely retaliatory”. The tradition of Tory caution about war was voiced by veteran MP Edward Leigh in an intervention that contrasted with Badenoch’s criticism of Starmer during prime minister’s questions and which was clearly not lost on her. Bale said Badenoch was “clearly out of touch with some Conservative voters”. He added: “She views herself as being more of a leader than a follower but there can be a limit.” Badenoch’s position was unusual in comparison with past opposition leaders who calibrated or spared criticism of government positions in wartime, Bale said, adding: “You probably have to go back to Suez where you had the opposition, then Labour, eventually taking a contradictory line. Michael Howard was supportive on Iraq though he later regretted it.” 2. Reform UK Nigel Farage is leading the party whose voters appear to be most evenly split when it comes to views of the war. Nearly a quarter (24%) of Reform voters think the UK should actively be joining the attack on Iran. Farage, who has given his full-throated endorsement of regime change in Iran, has insisted he does not follow public opinion. But he now risks alienating what YouGov identifies as the 28% and 35% of Reform voters who want the UK response to be defensive or retaliatory, reflecting caution and isolationist currents among its supporters. Gawain Towler, a membe...
Apple (AAPL) took the wraps off of its long-rumored low-cost MacBook on Wednesday, opening up a whole new market to its traditionally pricy laptops. The MacBook Neo, which starts at $599, or $499 as part of Apple’s education program, is meant to target schools, students, small businesses, and consumers who want to take a crack at a MacBook but don’t want to spend north of $1,000. "We've been wanti...
Apple (AAPL) took the wraps off of its long-rumored low-cost MacBook on Wednesday, opening up a whole new market to its traditionally pricy laptops. The MacBook Neo, which starts at $599, or $499 as part of Apple’s education program, is meant to target schools, students, small businesses, and consumers who want to take a crack at a MacBook but don’t want to spend north of $1,000. "We've been wanting to do a much more affordable MacBook, but it was only until recently where all the stars aligned to allow us to do it," explained Thomas Boger, VP of Mac product marketing. Apple didn’t just roll out the MacBook Neo, though. On Tuesday, it also showed off its newly refreshed $1,099 MacBook Air with the company’s M5 chip, as well as its upgraded MacBook Pro, which can be outfitted with Apple’s high-powered M5 Pro and M5 Max chips. That means Apple now has laptops for everyday consumers in the Neo, those looking for something with a bit more oomph in the Air, and professionals who need serious horsepower in the MacBook Pro. That’s a price the company hasn’t offered before, which could spell trouble for Microsoft (MSFT) and its Windows-based laptops, not to mention Google’s (GOOG, GOOGL) Chromebooks. “The refreshed MacBook portfolio is positioning Apple to go on the offensive in the PC market,” Evercore ISI analyst Amit Daryanani wrote in a note to investors following Apple’s announcement. “In addition, Neo reinforces Apple’s flywheel effect by bringing more price-sensitive consumers into the Mac ecosystem, deepening cross-device engagement through iPhone integration … that could ultimately drive incremental hardware and services monetization,” he added. A whole new MacBook The MacBook Neo is unique among Apple’s MacBook lineup for more than just its price point. It’s also the first MacBook to run on an A18 Pro chip, the same kind of processor that powers the iPhone 16 Pro. "One of the things that is instrumental in making the MacBook [Neo] possible is the fact that we use ...
Uncertainty has been mounting over Trump’s trip – expected to start on March 31 – after US and Israeli forces last month launched major strikes on Iran, one of China’s key strategic partners and oil suppliers. Beijing has said the acts violated international law. Asked at a press conference if the American attack could affect Trump’s trip, Wang did not answer directly, instead saying it would be a...
Uncertainty has been mounting over Trump’s trip – expected to start on March 31 – after US and Israeli forces last month launched major strikes on Iran, one of China’s key strategic partners and oil suppliers. Beijing has said the acts violated international law. Asked at a press conference if the American attack could affect Trump’s trip, Wang did not answer directly, instead saying it would be a “big year for China-US relations” and that “the agenda of high-level exchanges is already on the table”. Advertisement China has yet to formally confirm Trump’s visit, but its foreign ministry has said the two countries have been in communication on the matter. If it goes ahead, it will be the first visit to China by an American leader in nine years. “What the two sides need to do now is to make thorough preparations, foster a conducive atmosphere, manage existing differences, and remove unnecessary distractions,” Wang said at a media event under the “ two sessions ”, an annual political gathering that sets China’s major targets for the year. Advertisement “China’s attitude has always been positive and open, and it is critical that the US work in the same direction. I believe that when the two sides treat each other with sincerity and good faith, we will be able to lengthen the list of cooperation and shorten the list of problems.”
There is so much art out there that it’s absolutely impossible to keep up. Whether it’s a slept-on post-punk album from the ‘80s, a new sci-fi novel, or a cult classic horror movie, we’re always finding new obsessions here at The Verge — and we want to share those obsessions with you. Sometimes that might be a new release, but often it’s going to be something a little older, something not necessar...
There is so much art out there that it’s absolutely impossible to keep up. Whether it’s a slept-on post-punk album from the ‘80s, a new sci-fi novel, or a cult classic horror movie, we’re always finding new obsessions here at The Verge — and we want to share those obsessions with you. Sometimes that might be a new release, but often it’s going to be something a little older, something not necessarily plastered all over TikTok or sitting at the top of the charts on Spotify. We’ve said it before, b ut the best way to find new music, a new show to binge, or a self-help book that isn’t pure trash is to skip the algorithm and get a recommendation from actual humans. And it just so happens that The Verge employs a number of those (humans, that is). So checkback regularly for new art to fall in love with, and tell us about your latest obsessions in the comments. Maybe your new favorite album will become one of our new favorites, too. You need to listen to Laurie Spiegel’s masterpiece of early ambient music You need to watch the intensely surreal cult classic Possession You need to listen to the new Mandy, Indiana record: URGH You need to listen to M83’s icy post-rock record Dead Cities, Red Seas & Lost Ghosts You need to listen to Billy Woods’ horrorcore masterpiece for the A24 crowd You need to read the subversive cosmic horror novella The Ballad of Black Tom You need to listen to these Christmas deep cuts You need to listen to Sudan Archives’ violin opus for the club You need to watch the modern horror masterpiece His House You need to read the treatise on spacing out, Bored and Brilliant You need to listen to the searing noise pop album Forever in Your Heart You need to listen to this compilation of ‘80s Spanish ambient and electronic music You need to watch the found footage classic, Lake Mungo You need to listen to the brutally oppressive I’ve Seen All I Need to See You need to read the epic Argentinian horror novel Our Share of Night You need to watch the bonkers Jap...
Applied Digital (NASDAQ: APLD) just lost Nvidia (NASDAQ: NVDA) as a shareholder, and fear is building. Learn whether this shock signals deeper weakness or masks a powerful AI infrastructure expansion driven by long-term contracts and aggressive capacity growth. The tension between soaring expectations and narrative risk could define what happens next. Stock prices used were the market prices of Ma...
Applied Digital (NASDAQ: APLD) just lost Nvidia (NASDAQ: NVDA) as a shareholder, and fear is building. Learn whether this shock signals deeper weakness or masks a powerful AI infrastructure expansion driven by long-term contracts and aggressive capacity growth. The tension between soaring expectations and narrative risk could define what happens next. Stock prices used were the market prices of March 2, 2026. The video was published on March 7, 2026. Continue reading
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
Key Takeaways First quarter revenue reached $19.3 billion, representing 29% annual growth and setting a company record Artificial intelligence revenue more than doubled, climbing 106% to $8.4 billion and exceeding internal projections Second quarter outlook calls for $22 billion in total revenue, including $14.8 billion from AI operations Morgan Stanley upgraded its price objective to $470 from $4...
Key Takeaways First quarter revenue reached $19.3 billion, representing 29% annual growth and setting a company record Artificial intelligence revenue more than doubled, climbing 106% to $8.4 billion and exceeding internal projections Second quarter outlook calls for $22 billion in total revenue, including $14.8 billion from AI operations Morgan Stanley upgraded its price objective to $470 from $462 while maintaining an Overweight stance Wall Street analysts forecast potential AI revenue reaching $120 billion by fiscal year 2027 Shares of Broadcom (AVGO) finished March 5 trading at $322.77, marking a 4.8% gain following the chipmaker’s fiscal first quarter 2026 earnings release. The stock has experienced modest declines since that session and continues trading below its year-to-date starting point. Broadcom Inc., AVGO The company delivered quarterly revenue of $19.31 billion, surpassing Wall Street’s $19.18 billion projection and establishing a new high-water mark. Earnings per share on an adjusted basis reached $2.05, topping the Street’s $2.03 estimate. The headline figure came from artificial intelligence operations — $8.4 billion in revenue representing 106% year-over-year expansion and exceeding the company’s own internal forecasts. Custom AI accelerator chip revenue drove much of this performance, skyrocketing 140% from the prior-year period. Revenue from AI networking products increased 60%, with management indicating that networking growth should accelerate significantly in the current quarter thanks to Tomahawk Ethernet switching technology and SerDes product lines. Adjusted EBITDA expanded 30% annually to $13.1 billion, translating to margins of 68% relative to revenue. Gross profit margins settled at 77%, down from 79.1% in the year-ago quarter but showing sequential stability. Focus Shifts to Custom AI Chip Performance Semiconductor solutions revenue climbed 52% year-over-year to $12.5 billion overall. Traditional non-AI chip revenue, by contrast, expand...
Getty Images The US-Iran War Hasn't Spurred An Energy Crisis Yet We are barreling into the second week of the ongoing conflict between the US and Israel against Iran. At this moment, it doesn't seem like the war is stopping anytime soon. Notably, the current conflict momentum remains firmly in the hands of the US and Israeli forces. The US Central Command has been the primary unified combatant com...
Getty Images The US-Iran War Hasn't Spurred An Energy Crisis Yet We are barreling into the second week of the ongoing conflict between the US and Israel against Iran. At this moment, it doesn't seem like the war is stopping anytime soon. Notably, the current conflict momentum remains firmly in the hands of the US and Israeli forces. The US Central Command has been the primary unified combatant command prosecuting Operation Epic Fury for America and has reportedly significantly degraded Iranian missile capabilities, highlighting that Iranian ballistic missile attacks have dropped more than 90% since the commencement of the conflict. However, we all know the main threat to the US forces, and their allies in the region, has often now centered upon the dreaded Iranian Shahed-136 drone. These drones are deployed in the Russian-Ukraine conflict to devastating effect, arguably demonstrating their combat effectiveness in civilian and military infrastructure attacks. These one-way drones, popularly known as kamikaze drones, have continued to fly incursions into the Middle East, which has caused a dilemma among the US and its ME allies, as they wage war against these highly scalable, relatively cheap, yet capable drones of delivering a substantive effect on air defense assets, radar installations, civilian buildings, and also energy infrastructure. Therefore, while the US has amassed a sizable repertoire and inventory of defense assets and missile capabilities in the Middle East, it has not spared countries such as Qatar, Bahrain, Kuwait, and the UAE from getting hammered by these drone assaults. Iranian Attacks (Bloomberg) The UAE has borne the brunt of the Iranian barrage, which has also sent shockwaves down the spines of its neighbors, considering that Iran is willing and capable of mounting these attacks in its bid to stave off regime destruction. The narrative is that it helps to intensify the pressure and costs on its neighbors to compel the US to reach a conclusive end...
Investment firm now holds $71 million in shares of the social media giant Got story updates? Submit your updates here. › Kingsview Wealth Management LLC significantly increased its position in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, boosting its stake by 177.2% to 96,706 shares worth $71 million. The firm is now the 16th largest holder of Meta Platforms stock, which comprises ...
Investment firm now holds $71 million in shares of the social media giant Got story updates? Submit your updates here. › Kingsview Wealth Management LLC significantly increased its position in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, boosting its stake by 177.2% to 96,706 shares worth $71 million. The firm is now the 16th largest holder of Meta Platforms stock, which comprises 1.1% of its overall portfolio. Why it matters Meta Platforms, the parent company of Facebook, Instagram, WhatsApp and other social media platforms, is one of the most widely held and influential technology stocks. Institutional investors' positions in the company provide insight into broader market sentiment and confidence in the firm's long-term prospects. The details Kingsview Wealth Management added 61,819 shares of Meta Platforms during the third quarter, bringing its total holdings to 96,706 shares. The firm's position is now worth $71 million, up from $25.6 million at the end of the prior quarter. Meta Platforms comprises 1.1% of Kingsview's overall investment portfolio, making it the 16th largest holding. Kingsview Wealth Management increased its Meta Platforms stake in the third quarter of 2025. As of the most recent SEC filing, Kingsview's position was valued at $71 million. The players Kingsview Wealth Management LLC An investment management firm that has significantly increased its stake in Meta Platforms, the parent company of Facebook, Instagram and other social media platforms. Meta Platforms, Inc. The global technology company formerly known as Facebook, which operates a family of consumer-facing social media and messaging products. Got photos? Submit your photos here. ›
Nvidia (NVDA 2.94%) reported strong earnings on Feb. 26, yet the stock dropped over 9% from its pre-earnings level by Feb. 27. While the shares have been recovering slightly, they are still trading below their pre-earnings price. Investors are now focusing less on near-term results and more on the sustainability of artificial intelligence (AI) capital expenditures (capex). They are also concerned ...
Nvidia (NVDA 2.94%) reported strong earnings on Feb. 26, yet the stock dropped over 9% from its pre-earnings level by Feb. 27. While the shares have been recovering slightly, they are still trading below their pre-earnings price. Investors are now focusing less on near-term results and more on the sustainability of artificial intelligence (AI) capital expenditures (capex). They are also concerned about the rising competitive pressures. As hyperscalers and enterprises increasingly shift from AI training to inference (real-time deployment of AI models in production environments), some believe this could create more room for competing chipmakers. In this environment, investors may want to look beyond semiconductor and AI stocks and opt for energy stocks. Constellation Energy (CEG 3.92%) and GE Vernova (GEV 3.06%) are two such growth stocks well-positioned to benefit from the expected long-term rise in U.S. electricity demand. Both are also relatively insulated from Middle East-related oil supply disruptions, as these businesses operate mainly in the U.S. power markets. 1. Constellation Energy Constellation Energy has become one of the largest electricity producers in the U.S. after completing its acquisition of Calpine in January 2026. The acquisition combined Constellation Energy's zero-emission nuclear generation with Calpine's natural gas and geothermal assets. Constellation Energy now operates 55 gigawatts of generation capacity and serves nearly 2.5 million retail and business customers. The deal has also expanded the company's footprint in fast-growing power markets like Texas and California. The most significant catalyst for Constellation Energy is the surging electricity demand, mainly from data centers. The company has already signed a 20-year purchase agreement with Meta Platforms for nearly 1,121 megawatts of nuclear energy from its Clinton Clean Energy Center, with deliveries expected to begin June 2027. This agreement supports relicensing and continued ope...
Key Points Constellation's long-term deals with Meta Platforms and Microsoft give it impressive revenue visibility. GE Vernova has a massive $150 billion backlog for its gas turbines, grid equipment, and wind systems. Both companies are well-positioned to benefit from surging electricity demand driven by data centers. 10 stocks we like better than Constellation Energy › Nvidia (NASDAQ: NVDA) repor...
Key Points Constellation's long-term deals with Meta Platforms and Microsoft give it impressive revenue visibility. GE Vernova has a massive $150 billion backlog for its gas turbines, grid equipment, and wind systems. Both companies are well-positioned to benefit from surging electricity demand driven by data centers. 10 stocks we like better than Constellation Energy › Nvidia (NASDAQ: NVDA) reported strong earnings on Feb. 26, yet the stock dropped over 9% from its pre-earnings level by Feb. 27. While the shares have been recovering slightly, they are still trading below their pre-earnings price. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Investors are now focusing less on near-term results and more on the sustainability of artificial intelligence (AI) capital expenditures (capex). They are also concerned about the rising competitive pressures. As hyperscalers and enterprises increasingly shift from AI training to inference (real-time deployment of AI models in production environments), some believe this could create more room for competing chipmakers. In this environment, investors may want to look beyond semiconductor and AI stocks and opt for energy stocks. Constellation Energy (NASDAQ: CEG) and GE Vernova (NYSE: GEV) are two such growth stocks well-positioned to benefit from the expected long-term rise in U.S. electricity demand. Both are also relatively insulated from Middle East-related oil supply disruptions, as these businesses operate mainly in the U.S. power markets. 1. Constellation Energy Constellation Energy has become one of the largest electricity producers in the U.S. after completing its acquisition of Calpine in January 2026. The acquisition combined Constellation Energy's zero-emission nuclear generation with Calpine's natural gas and geothermal assets. Constellation Energ...
Thomas Trutschel | Photothek | Getty Images New U.S laws designed to protect minors are pulling millions of adult Americans into mandatory age-verification gates to access online content, leading to backlash from users and criticism from privacy advocates that a free and open internet is at stake. Roughly half of U.S. states have enacted or are advancing laws requiring platforms — including adult ...
Thomas Trutschel | Photothek | Getty Images New U.S laws designed to protect minors are pulling millions of adult Americans into mandatory age-verification gates to access online content, leading to backlash from users and criticism from privacy advocates that a free and open internet is at stake. Roughly half of U.S. states have enacted or are advancing laws requiring platforms — including adult content sites, online gaming services, and social media apps — to block underage users, forcing companies to screen everyone who approaches these digital gates. "There's a big spectrum," said Joe Kaufman, global head of privacy at Jumio, one of the largest digital identity-verification and authentication platforms. He explained that the patchwork of state laws vary in technical demands and compliance expectations. "The regulations are moving in many different directions at once," he said. Social media company Discord announced plans in February to roll out mandatory age verification globally, which the company said would rely on verification methods designed so facial analysis occurs on a user's device and submitted data would be deleted immediately. The proposal quickly drew backlash from users concerned about having to submit selfies or government IDs to access certain features, which led Discord to delay the launch until the second half of this year. "Let me be upfront: we knew this rollout was going to be controversial. Any time you introduce something that touches identity and verification, people are going to have strong feelings," Discord chief technology officer and co-founder Stanislav Vishnevskiy wrote in a Feb. 24 blog post. Websites offering adult content, gambling, or financial services often rely on full identity verification that requires scanning a government ID and matching it to a live image. But most of the verification systems powering these checkpoints — often run by specialized identity-verification vendors on behalf of websites — rely on artificial in...
AVZimovskoy/iStock Editorial via Getty Images With AerSale ( ASLE ) stock back toward the lows, it's not hard to be tempted for one key reason: the downside seems protected. At Friday's close of $6.46, AerSale has a market capitalization just over $300 million; net debt is $108 million. That market cap is about 0.8x tangible book value. On a more granular level, valuing existing inventory (which i...
AVZimovskoy/iStock Editorial via Getty Images With AerSale ( ASLE ) stock back toward the lows, it's not hard to be tempted for one key reason: the downside seems protected. At Friday's close of $6.46, AerSale has a market capitalization just over $300 million; net debt is $108 million. That market cap is about 0.8x tangible book value. On a more granular level, valuing existing inventory (which in theory should be able to be sold at something close to the carrying value) plus a growing MRO (maintenance, repair, and operations) business creates a floor on valuation that isn't that far from current levels. A solid case on paper can be made here, and that case can include blue-sky projections for triple-digit gains if the business can inflect higher. But the problem is that beyond the focus on the downside, it remains difficult to see where exactly the upside is going to come from and if this business actually can inflect. A paper case for big upside in ASLE has existed for years, and it hasn't played out: shares, in fact, are threatening an all-time low. At this point, it's just too difficult to trust AerSale, as intriguing as the fundamentals might look. Asset-Based Downside Again, ASLE is tempting in the sense that there might be something of a floor under the stock. Certainly, even as the business has disappointed in recent years, investors have been willing to step in not far below current levels: Seeking Alpha The willingness to take a flyer on ASLE below $6 does make sense. Again, price to tangible book value is just over 0.8x at the moment. The market cap is ~$300 million, and net debt is just over $100 million. On the fourth quarter conference call, chief financial officer Martin Garmendia said that of $364 million in inventory, about $150 million was set to be sold for parts (in the USM, or used serviceable materials, channel) along with another $118 million in whole assets (i.e., full planes, including 757s that were converted to freighters and which AerSal...
TLDR Broadcom reported Q1 revenue of $19.3 billion, up 29% year over year — a new record AI revenue jumped 106% to $8.4 billion, beating its own expectations Q2 guidance set at $22 billion revenue, with AI revenue forecast of $14.8 billion Morgan Stanley raised its price target to $470 from $462, keeping an Overweight rating Analysts project Broadcom could hit $120 billion in AI revenue in fiscal ...
TLDR Broadcom reported Q1 revenue of $19.3 billion, up 29% year over year — a new record AI revenue jumped 106% to $8.4 billion, beating its own expectations Q2 guidance set at $22 billion revenue, with AI revenue forecast of $14.8 billion Morgan Stanley raised its price target to $470 from $462, keeping an Overweight rating Analysts project Broadcom could hit $120 billion in AI revenue in fiscal 2027 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Broadcom (AVGO) closed 4.8% higher at $322.77 on March 5, the day after the company posted its fiscal Q1 2026 results. The stock has since pulled back slightly and remains down year to date. Broadcom Inc., AVGO Total revenue came in at $19.31 billion, a record, and beat analyst estimates of $19.18 billion. Adjusted EPS of $2.05 also topped the consensus of $2.03. AI revenue was the standout number — $8.4 billion, up 106% year over year and above what the company itself had expected going in. Custom AI ASIC revenue led the charge, surging 140%. AI networking revenue climbed 60%, with the company flagging that networking growth is expected to accelerate materially in Q2, driven by its Tomahawk Ethernet switch and SerDes products. Adjusted EBITDA rose 30% year over year to $13.1 billion, with margins coming in at 68% of revenue. Gross margins landed at 77%, down from 79.1% a year ago but holding steady. AI Chip Revenue in Focus Total semiconductor solutions revenue rose 52% year over year to $12.5 billion. Non-AI chip revenue, however, only grew 4% — pointing to where the real momentum is. Infrastructure software revenue edged up 1% to $6.8 billion. VMware revenue inside that segment grew 13%. CEO Hock Tan addressed speculation on the earnings call that large language model developers could cut out chip suppliers like Broadcom and build their own silicon. His response was blunt: “You need the best s...