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. 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 » Should you buy stock in Applied Digital right now? Before you buy stock in Applied Digital, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Applied Digital wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $534,008!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,073!* Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 190% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 8, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that su...
Looking at the stock market over the past decade, you'll see that many top-performing stocks have been tech companies. Recent developments have made tech stocks highly attractive and driven their valuations up -- so much so that seven of the world's 10 most valuable companies are in the tech sector. Regardless of how impressive many tech stocks' gains have been, it's important to remember the valu...
Looking at the stock market over the past decade, you'll see that many top-performing stocks have been tech companies. Recent developments have made tech stocks highly attractive and driven their valuations up -- so much so that seven of the world's 10 most valuable companies are in the tech sector. Regardless of how impressive many tech stocks' gains have been, it's important to remember the value of patience in investing. The focus should always be on the long term. While the past decade has been lucrative for many investors in tech stocks, the next decade could be just as promising. The following three companies are ones investors should consider buying and holding for the next decade. There will certainly be bumps along the way, but there's a good chance you'll look back and be glad you invested in them now. 1. Snowflake Snowflake (NYSE: SNOW) operates a cloud-based data platform that allows users to aggregate, analyze, and share data across various platforms. Investors had lots of high expectations for the company around the time of its initial public offering (IPO), but since then, it has been a story of highs and lows. In its fiscal 2025 first quarter (which ended April 30), Snowflake generated $829 million in revenue, which beat the consensus estimate. However, the company came up short of earnings estimates, and the stock continued the slide that began in March. Yes, Snowflake's year-over-year revenue growth has slowed, but its remaining performance obligation -- revenue it can expect under existing contracts -- is up 46% from last year to $5 billion, and management noted that after a period when some were hesitating to do so, more of its customers are beginning to make longer-term commitments. Snowflake noted on its lastearnings callthat it expects margins to decline in the next year as it spends significantly on new graphics processing units (GPU) to support its AI initiatives, but that appears to be a necessary investment in infrastructure for it to achi...
The institutional investor increased its position in the semiconductor manufacturer by 26.3% during the 3rd quarter. Got story updates? Submit your updates here. › Korea Investment CORP, a major institutional investor, has increased its stake in Micron Technology, Inc. (NASDAQ:MU) by 26.3% during the 3rd quarter. The firm now owns 1,101,360 shares of the semiconductor manufacturer's stock, worth a...
The institutional investor increased its position in the semiconductor manufacturer by 26.3% during the 3rd quarter. Got story updates? Submit your updates here. › Korea Investment CORP, a major institutional investor, has increased its stake in Micron Technology, Inc. (NASDAQ:MU) by 26.3% during the 3rd quarter. The firm now owns 1,101,360 shares of the semiconductor manufacturer's stock, worth approximately $184,280,000 as of the end of the reporting period. Why it matters Micron Technology is a leading global semiconductor company, and institutional investors like Korea Investment CORP closely follow and invest in the company. This increase in ownership stake signals confidence in Micron's growth prospects and the strength of the semiconductor industry. The details According to a recent SEC filing, Korea Investment CORP added 229,427 shares of Micron Technology to its portfolio during the 3rd quarter. The firm now owns approximately 0.10% of Micron's outstanding shares. This purchase comes as Micron has seen its stock price rise significantly over the past year, reaching a high of $455.50 per share. Korea Investment CORP increased its Micron Technology stake during the 3rd quarter of 2026. The players Korea Investment CORP A major institutional investor that manages a diversified portfolio of investments, including a significant stake in semiconductor manufacturer Micron Technology. Micron Technology, Inc. A global semiconductor company that designs and manufactures memory and storage solutions, including DRAM, NAND flash, and solid-state drives (SSDs). Got photos? Submit your photos here. ›
Got story updates? Submit your updates here. › Vinva Investment Management Ltd. has increased its position in Micron Technology, Inc. (NASDAQ:MU) by 37.6%, according to a recent 13F filing with the Securities and Exchange Commission. The institutional investor now owns 105,795 shares of the semiconductor manufacturer's stock, worth approximately $17.34 million at the end of the reporting period. W...
Got story updates? Submit your updates here. › Vinva Investment Management Ltd. has increased its position in Micron Technology, Inc. (NASDAQ:MU) by 37.6%, according to a recent 13F filing with the Securities and Exchange Commission. The institutional investor now owns 105,795 shares of the semiconductor manufacturer's stock, worth approximately $17.34 million at the end of the reporting period. Why it matters Micron Technology is a major player in the semiconductor industry, producing memory and storage solutions for a wide range of computing and electronic devices. Institutional investors like Vinva closely monitor and adjust their positions in Micron, as the company's performance can have significant implications for the broader technology sector. The details Vinva Investment Management purchased an additional 28,923 shares of Micron Technology in the third quarter, bringing its total holding to 105,795 shares. The firm's increased stake in Micron reflects its confidence in the company's growth prospects and the potential for continued strong performance in the semiconductor market. Vinva Investment Management filed its 13F report for the third quarter on March 8, 2026. The players Vinva Investment Management Ltd An institutional investor that manages a portfolio of investments, including a position in semiconductor manufacturer Micron Technology. Micron Technology, Inc. A global semiconductor company that designs and manufactures memory and storage solutions for a wide range of computing and electronic devices. Got photos? Submit your photos here. ›
If you've got $1,000 you don't need for other things, and you want it to grow via investing in crypto, you'll need to look beyond which chart looks pretty this week. That's especially true considering leading cryptocurrencies like Bitcoin (BTC 1.06%) and Cardano (ADA 2.04%) are both down by around 27% in the last 30 days. But the future will likely look quite different than the recent past for bot...
If you've got $1,000 you don't need for other things, and you want it to grow via investing in crypto, you'll need to look beyond which chart looks pretty this week. That's especially true considering leading cryptocurrencies like Bitcoin (BTC 1.06%) and Cardano (ADA 2.04%) are both down by around 27% in the last 30 days. But the future will likely look quite different than the recent past for both of these assets, so let's examine each and determine which is the better place to allocate $1,000. Bitcoin's edge is that it can stay mostly the same Bitcoin's supply famously has a hard supply cap of just 21 million coins that can ever exist, and a schedule that slows new issuance from mining over time through events called halvings. The scarcity implied by those supply dynamics are part of the reason why it's considered to be a store of value, even if its price can't be counted on to be the same across any given set of days. More importantly, demand for the coin has a very big on-ramp that is likely to drive demand over time. The existence of spot Bitcoin exchange-traded funds (ETFs) since 2024 means that anyone with a brokerage or retirement account can buy and hold the asset very conveniently. Expand CRYPTO : BTC Bitcoin Today's Change ( -1.06 %) $ -719.56 Current Price $ 67224.00 Key Data Points Market Cap $1.3T Day's Range $ 66636.00 - $ 68110.00 52wk Range $ 60255.56 - $ 126079.89 Volume 31B With a very rough start to 2026, U.S. Bitcoin ETFs collectively saw about $1.1 billion in outflows from Feb. 10 through Feb. 23. But the odds are very strong that the same scarcity and value features that drove investors to load up in 2025 will lure them back once again, as there aren't many other digital stores of value, and none with a history as long as Bitcoin's. Cardano still has to prove that people will want to use it Unlike Bitcoin, Cardano is primarily a smart-contract platform, meaning it enables developers to create applications that exist and execute on its blockcha...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Riot Platforms (NasdaqCM:RIOT) has acquired full ownership of its Rockdale, Texas site, removing future lease obligations. The company plans to develop the Rockdale facility into high-capacity AI and data center infrastructure. Riot has signed a 10 year anch...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Riot Platforms (NasdaqCM:RIOT) has acquired full ownership of its Rockdale, Texas site, removing future lease obligations. The company plans to develop the Rockdale facility into high-capacity AI and data center infrastructure. Riot has signed a 10 year anchor lease with AMD to host AI and high performance computing workloads. The company is aiming to leverage its 1.7 gigawatt Texas power portfolio to support large scale data center operations. Riot Platforms, best known as a pure play Bitcoin miner, is now tying its future more closely to AI and data center infrastructure. By owning the Rockdale site outright and securing AMD as an anchor tenant, the company is moving into a business that centers on long term compute and power commitments rather than only Bitcoin price cycles. For you as an investor following NasdaqCM:RIOT, this shift introduces a different mix of opportunities and risks than traditional crypto mining. The combination of a large Texas power footprint and a multi year AI hosting agreement could influence how you view the company’s earnings mix, capital needs, and exposure to digital asset volatility over time. Stay updated on the most important news stories for Riot Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Riot Platforms. NasdaqCM:RIOT Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 2 risks and 1 thing going right for Riot Platforms that every investor should see. For Riot, owning Rockdale and locking in a 10 year AMD lease shifts part of the business from short cycle Bitcoin price exposure to contract based data center revenue. That sits against a 2025 picture where revenue of US$647.44 million and Bitcoin production of 5,686 coins still came with a net loss of US$663.18 million and a quarterly loss of US$2.03 p...
Over the past 10 years, the S&P 500 index has generated a total return of 311% (as of March 3). Despite the stock market's above-average performance, certain investors just want bigger gains. Strategy did the job. In the past 10 years, the company co-founded by billionaire Executive Chairman Michael Saylor has seen its share price skyrocket 700%, despite falling 72% from its peak. Can this cryptoc...
Over the past 10 years, the S&P 500 index has generated a total return of 311% (as of March 3). Despite the stock market's above-average performance, certain investors just want bigger gains. Strategy did the job. In the past 10 years, the company co-founded by billionaire Executive Chairman Michael Saylor has seen its share price skyrocket 700%, despite falling 72% from its peak. Can this cryptocurrency stock beat the market in the long run? The upside is massive Ever since Strategy completely altered its business objective to become a Bitcoin (BTC 1.06%) treasury company in 2020, it has done a great job of rewarding shareholders, as it now owns $50 billion worth of the crypto. But investors can't buy this stock without being bullish on Bitcoin. At a high level, this company raises capital via equity and debt offerings to buy the top digital asset. As part of the 42/42 plan, Strategy's goal is to raise $42 billion of equity and $42 billion of fixed income. This gives it the firepower to keep accumulating Bitcoin on its balance sheet. Strategy essentially accesses capital at attractive terms. And it hopes to capture much larger returns from Bitcoin. By giving investors a way to make a levered bet on the price of Bitcoin, Strategy possesses what I believe to be massive long-term upside. There's no denying that this stock can outperform the S&P 500. It obviously depends on Bitcoin's price continuing to appreciate over the next 10 years. Robust capital markets must also be there to provide the critical financing mechanism to keep the flywheel going. And the management team, including Saylor and CEO Phong Le, have to continue operating with proper discipline and risk management to ensure survival, particularly during down markets. Expand NASDAQ : MSTR Strategy Today's Change ( -4.46 %) $ -6.24 Current Price $ 133.57 Key Data Points Market Cap $45B Day's Range $ 131.78 - $ 136.30 52wk Range $ 104.17 - $ 457.22 Volume 1M Avg Vol 22M Gross Margin 68.69 % Extreme volatility...
Key Points In the past decade, Strategy shares have climbed 700%, crushing the S&P 500. Investors who buy this stock must be bullish on Bitcoin, as well as management’s ability to operate with proper risk management. The upside and downside are amplified, so investors have to handle volatility. 10 stocks we like better than Strategy › Over the past 10 years, the S&P 500 index has generated a total...
Key Points In the past decade, Strategy shares have climbed 700%, crushing the S&P 500. Investors who buy this stock must be bullish on Bitcoin, as well as management’s ability to operate with proper risk management. The upside and downside are amplified, so investors have to handle volatility. 10 stocks we like better than Strategy › Over the past 10 years, the S&P 500 index has generated a total return of 311% (as of March 3). Despite the stock market's above-average performance, certain investors just want bigger gains. Strategy did the job. In the past 10 years, the company co-founded by billionaire Executive Chairman Michael Saylor has seen its share price skyrocket 700%, despite falling 72% from its peak. 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 » Can this cryptocurrency stock beat the market in the long run? The upside is massive Ever since Strategy completely altered its business objective to become a Bitcoin (CRYPTO: BTC) treasury company in 2020, it has done a great job of rewarding shareholders, as it now owns $50 billion worth of the crypto. But investors can't buy this stock without being bullish on Bitcoin. At a high level, this company raises capital via equity and debt offerings to buy the top digital asset. As part of the 42/42 plan, Strategy's goal is to raise $42 billion of equity and $42 billion of fixed income. This gives it the firepower to keep accumulating Bitcoin on its balance sheet. Strategy essentially accesses capital at attractive terms. And it hopes to capture much larger returns from Bitcoin. By giving investors a way to make a levered bet on the price of Bitcoin, Strategy possesses what I believe to be massive long-term upside. There's no denying that this stock can outperform the S&P 500. It obviously depends on Bitcoin's price continuing to appreciate over t...
Two Radicals Arrested After Targeting Anti-Islam NYC Protest With Shrapnel-Packed Devices An NYPD spokeswoman said two counterprotesters, identified as 18-year-old Amir Balat and 19-year-old Ibrahim Nick, threw improvised devices at demonstrators participating in a "Stop the Islamic Takeover of New York City" protest. Both suspects were arrested shortly after the incident. BREAKING: NYPD ID'S both...
Two Radicals Arrested After Targeting Anti-Islam NYC Protest With Shrapnel-Packed Devices An NYPD spokeswoman said two counterprotesters, identified as 18-year-old Amir Balat and 19-year-old Ibrahim Nick, threw improvised devices at demonstrators participating in a "Stop the Islamic Takeover of New York City" protest. Both suspects were arrested shortly after the incident. BREAKING: NYPD ID'S both suspects after attempted bomb attack on outside Gracie Mansion. Device is Jar wrapped in black tape with NUTS BOLT AND SCREWES and fuse inside. Video shows second suspect pass bomb along to another, second suspect being arrested by the NYPD outside… pic.twitter.com/7AITGeggwc — Oliya Scootercaster 🛴 (@ScooterCasterNY) March 7, 2026 “Let’s import 30,000,000 million more mongrel Muslims from the 3rd world” 😳😳 These poor NYPD officers also had their lives flash before their eyes!!!! pic.twitter.com/srH1qpngVw — Jake Lang - January 6 Political Prisoner 🇺🇸 (@JakeLang) March 7, 2026 "Then, at approximately 12:38 p.m., a counterprotester identified as 18-year-old Amir Balat lit and threw an ignited device toward the protest area. It landed in the crosswalk at East 87th Street and East End Avenue. Witnesses reported seeing flames and smoke as it traveled through the air. It struck a barrier a few feet from police officers and extinguished itself," NYPD Commissioner Jessica Tisch said at a press conference on Saturday evening. 🅱️ BREAKING: Two identified suspects, 18-year-old Amir Balat and 19-year-old Ibrahim Nick, allegedly threw a shrapnel-packed explosive device while shouting "Allahu Akbar" at Jake Lang's anti-Muslim protest outside Gracie Mansion, but the bomb failed to detonate. pic.twitter.com/NSwf481fLD — Bella (@stockbella) March 8, 2026 Tisch said Balat targeted right-wing activist Jake Lang with "devices smaller than a football, which appeared to be jars wrapped in black tape containing nuts, bolts, and screws, along with a hobby fuse that could be lit." NYPD says two s...
"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.”