Chip stocks surged collectively, with NVIDIA (NVDA.US) closing with a market capitalization surpassing $5 trillion for the first time, while Intel (INTC.US) soared over 23%, marking its best single-day performance since 1987. Moomoo
Chip stocks surged collectively, with NVIDIA (NVDA.US) closing with a market capitalization surpassing $5 trillion for the first time, while Intel (INTC.US) soared over 23%, marking its best single-day performance since 1987. Moomoo
A U.S. judge on Friday dismissed Elon Musk's fraud claims in his lawsuit accusing OpenAI and co-founder Sam Altman of betraying OpenAI's original mission, but plans to proceed to trial on Musk's breach of charitable trust and unjust enrichment claims. Jury selection is scheduled to begin on Monday, and opening arguments are expected on Tuesday. Musk had said dismissing his fraud and constructi...
A U.S. judge on Friday dismissed Elon Musk's fraud claims in his lawsuit accusing OpenAI and co-founder Sam Altman of betraying OpenAI's original mission, but plans to proceed to trial on Musk's breach of charitable trust and unjust enrichment claims. Jury selection is scheduled to begin on Monday, and opening arguments are expected on Tuesday. Musk had said dismissing his fraud and constructive fraud claims, which he proposed, would streamline the case and keep jurors focused on his goal of ensuring that OpenAI benefit humanity rather than be a "wealth machine."
SpaceX is a highly discussed potential investment opportunity right now. But because it's still privately held, shares aren't available to the vast majority of the investing public. That will change with the initial public offering (IPO), which is likely to happen sometime this summer. When SpaceX goes public, it is expected to be valued at anywhere from $1.75 trillion to $2 trillion-plus. If you ...
SpaceX is a highly discussed potential investment opportunity right now. But because it's still privately held, shares aren't available to the vast majority of the investing public. That will change with the initial public offering (IPO), which is likely to happen sometime this summer. When SpaceX goes public, it is expected to be valued at anywhere from $1.75 trillion to $2 trillion-plus. If you want access before then, there aren't a lot of alternatives. But they do exist. For instance, exchange-traded funds (ETFs) that allow ownership of privately held companies can give you access. These ETFs have become more popular over the past couple of years, but they also bring risks along with the access. It can be a dangerous time to invest in private capital markets, given redemption freezes at firms like Blue Owl, Cliffwater, and even Morgan Stanley . Liquidity risk can hit the ETFs that own these products, too. Just because the ETF shares are liquid doesn't mean that the securities within them are. But that won't deter some of the folks who want access to SpaceX at all costs. If you're looking to get in, there are two ETFs with sizable stakes in SpaceX that are reasonably large enough to offer acceptable tradability. Continue reading
Oklo, NVIDIA, And Los Alamos Working On Plutonium-Powered AI Oklo announced an agreement with NVIDIA and Los Alamos National Laboratory (LANL) to advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos. The partnership aligns Oklo’s advanced reactor platform, NVIDIA’s AI infrastructure, and LANL’s deep expertise in materials science and nuclear fuels. Toget...
Oklo, NVIDIA, And Los Alamos Working On Plutonium-Powered AI Oklo announced an agreement with NVIDIA and Los Alamos National Laboratory (LANL) to advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos. The partnership aligns Oklo’s advanced reactor platform, NVIDIA’s AI infrastructure, and LANL’s deep expertise in materials science and nuclear fuels. Together, the trio aims to accelerate deployment of resilient, high-assurance energy while supporting the federal government’s Genesis Mission . Initial projects focus on physics- and chemistry-based AI models for fuel validation , materials science and fabrication R&D on plutonium-bearing fuels , and grid reliability studies for nuclear-powered AI factories at LANL . “ This agreement brings together reactor deployment, high-performance compute, and world-class fuel and materials science expertise ” said Oklo co-founder and CEO Jacob DeWitte. “ We believe this will advance our plutonium-bearing fuel work on Oklo’s Pluto reactor, which was selected under DOE’s Reactor Pilot Program , and help bring resilient power in support of the Genesis Mission .” Oklo has been finding themselves at the center of attention for multiple different private and government ventures. Meta provided Oklo a prepayment for securing fuel at a 1.2 GW nuclear campus in Ohio , and Oklo’s subsidiary Atomic Alchemy recently completed the majority of the construction at the Groves site in Texas. Today Jake and I signed the Certificate of Substantial Completion for the Groves Test Facility building structure. In 229 days, we turned a green field into a beautiful building with all of the infrastructure needed to support long-term operations. Our operators and research… — Thomas Eiden (@AtomicEiden) April 21, 2026 NVIDIA’s own CEO Jensen Huang has repeatedly stressed that AI factories need round-the-clock firm power , a point we highlighted when nuclear stocks surged on his comments. With roughly $2.5 billion in ...
The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.
The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.
The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.
The earnings focus this week is on the Magnificent 7 group of mega-cap Tech companies, with Amazon, Alphabet, Microsoft, and Meta reporting results on Wednesday, April 29th, and Apple doing the same the day after.
Gaming and hospitality company Boyd Gaming (NYSE:BYD) met Wall Street’s revenue expectations in Q1 CY2026, but sales were flat year on year at $997.4 million. Its non-GAAP profit of $1.60 per share was 6.7% below analysts’ consensus estimates.
Gaming and hospitality company Boyd Gaming (NYSE:BYD) met Wall Street’s revenue expectations in Q1 CY2026, but sales were flat year on year at $997.4 million. Its non-GAAP profit of $1.60 per share was 6.7% below analysts’ consensus estimates.
Wolterk/iStock Editorial via Getty Images UnitedHealth Group ( UNH ) delivered a strong first quarter as shares surged 7% following better-than-expected results. Still, despite the recovery evidence, analyst sentiment leans bullish as experts weigh the company’s turnaround progress against persistent structural risks in the healthcare sector. What Do Seeking Alpha Analysts Say About UnitedHealth’s...
Wolterk/iStock Editorial via Getty Images UnitedHealth Group ( UNH ) delivered a strong first quarter as shares surged 7% following better-than-expected results. Still, despite the recovery evidence, analyst sentiment leans bullish as experts weigh the company’s turnaround progress against persistent structural risks in the healthcare sector. What Do Seeking Alpha Analysts Say About UnitedHealth’s Future? Optimists pointed to the company’s margin expansion driven by premium repricing, AI-driven cost savings, and plan restructuring. The improved Medical Care Ratio of 83.9%, which came in better than the expected 85.5%, represented a 90-basis-point improvement from the prior year period. Management’s confidence was reflected in the raised 2026 guidance, with the company also committing $1.5B in AI investments to streamline administrative workflows, claims processing, and member inquiries. Skeptics, however, highlighted the risks of persistent elevated Medical Loss Ratio and government reimbursement volatility. The company lost approximately 1M Medicare Advantage members as it strategically exited unprofitable counties, and execution risks remain where aggressive premium hikes could drive policyholders to competitors. While the bleeding has stopped, the MLR is still elevated and must be addressed over time. Here’s a breakdown of what some analysts had to say: Quad 7 Capital, Investing Group Leader, Rating: Buy: “This is an exciting result. And it was not a mild beat either. ... We believed that 2026 would see an inflection lower on the ratio, and we are getting those results now.” - UnitedHealth Is Back In A Big Way Jonathan Weber, Investing Group Leader, Rating: Buy: “ UNH's margin expansion in UnitedHealthcare offset weaker Optum results, marking a reversal of prior cost headwinds and supporting EPS growth .” - UnitedHealth Group: Soaring On Big Profit Beat The Asian Investor, Analyst, Rating: Strong Buy: “The insurance platform actually benefited from a lower Medica...
Explore the exciting world of Amazon (NASDAQ: AMZN) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of Ma
Explore the exciting world of Amazon (NASDAQ: AMZN) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of Ma