BWX Technologies is a top supplier of nuclear technologies, components, and fuel that has soared to all-time highs. It is primed to be a long-term winner in the nuclear-heavy AI energy trade, with added exposure to U.S. defense spending.
BWX Technologies is a top supplier of nuclear technologies, components, and fuel that has soared to all-time highs. It is primed to be a long-term winner in the nuclear-heavy AI energy trade, with added exposure to U.S. defense spending.
美国财政部声明称,在特朗普的领导下,美国正走在“史无前例的经济增长、持久的美元霸权、金融强劲和稳定的道路上” 【财新网】 3月26日,美国财政部宣布,美国总统特朗普的签名将出现在美元纸币上,这是美国历史上首次在美元上印刻美国在任总统的签名。 据路透社报道,首批印有特朗普签名的美元将在今年6月付印,这批钞票的面值为100美元。随后几个月,还将印刷其他面额的包含特朗普签名的美元。这些新美元货币可能需要数周时间,才能通过银行系统流通到社会上。 原本的美元纸币上,同时印有美国财长和财政出纳官两人的签名。美国财政出纳官(Treasurer of the United States)向美国财长汇报,其主要职责是负责美国铸币局等财政事务。
J Studios/DigitalVision via Getty Images Introduction What AI future is the market currently pricing? Right now, trillions of dollars are being invested as though artificial general intelligence ( AGI ) is inevitable. Big companies are engaged in an expensive, frenzied arms race searching for this holy grail. But what if it doesn't exist? In this article I make a three-part argument. First, there ...
J Studios/DigitalVision via Getty Images Introduction What AI future is the market currently pricing? Right now, trillions of dollars are being invested as though artificial general intelligence ( AGI ) is inevitable. Big companies are engaged in an expensive, frenzied arms race searching for this holy grail. But what if it doesn't exist? In this article I make a three-part argument. First, there are strong reasons to doubt that AGI is achievable on current computing hardware. Second, that this entails diminishing returns on the trillions of dollars of capital being invested to create larger and larger models. And third, that the biggest beneficiaries from AI technologies are likely to be the companies that can best implement current AI tools to improve efficiency and productivity rather than the companies actually building the tools. What Everyone Is Getting Wrong Hyperscalers, AI Labs, and even governments have bought into a couple of false metaphors. First is the idea that the mind/brain is at all like a computer (and vice versa). Because we didn’t understand the mind, we analogized it to the most advanced thing we had created. It didn’t help that we named pieces of the computer after properties that our minds possess, like memory. In philosophy of mind, this false analogy birthed a theory called " Computationalism ," which posits that consciousness is just the result of a complex information processing system. Therefore, any information processing system with requisite complexity could come to possess consciousness, self-awareness, and agency. The second false metaphor is that neural networks are good models for how the brain works (and vice versa). Although neural nets have allowed us to build some tremendous algorithmic systems, they are digital simulations of how a brain physically works. A digital simulation of a hurricane can seem to behave just like a real hurricane, but it doesn't make your computer wet and your room windy. It lacks the physical propertie...
据监管文件显示,美国资管公司REX Shares和Tuttle Capital Management计划推出与SpaceX和Anthropic尚未发行的公开交易普通股挂钩的2倍杠杆交易所交易基金(ETF),试图尽早搭上今年美股最受欢迎的两宗首次公开募股(IPO)“顺风车”。据悉,日后持有T-Rex 2x Long SpaceX Daily Target ETF和T-Rex 2x Long Anth...
据监管文件显示,美国资管公司REX Shares和Tuttle Capital Management计划推出与SpaceX和Anthropic尚未发行的公开交易普通股挂钩的2倍杠杆交易所交易基金(ETF),试图尽早搭上今年美股最受欢迎的两宗首次公开募股(IPO)“顺风车”。据悉,日后持有T-Rex 2x Long SpaceX Daily Target ETF和T-Rex 2x Long Anthropic Daily Target ETF这两只基金的投资者,将获得这两家公司上市后每日涨幅200%的回报。SpaceX和Anthropic这两家公司预计将成为2026年最受期待的两宗IPO交易。具体来看,SpaceX可能在数天或数周内提交IPO申请;而Anthropic的IPO预计将在今年进行。(财联社)
When Anthropic released Claude Code in early 2026, something unusual happened. The market didn't reward artificial intelligence (AI) innovation -- it punished software stocks for it. At the time, the iShares Expanded Tech-Software Sector ETF dropped more than 14%, the exchange-traded fund's worst stretch since 2008. Why were software stocks hit? Because Claude Code was touted as a potential AI-po...
When Anthropic released Claude Code in early 2026, something unusual happened. The market didn't reward artificial intelligence (AI) innovation -- it punished software stocks for it. At the time, the iShares Expanded Tech-Software Sector ETF dropped more than 14%, the exchange-traded fund's worst stretch since 2008. Why were software stocks hit? Because Claude Code was touted as a potential AI-powered replacement for some of the hottest software-as-a-service (SaaS) offerings out there. Individual software companies got caught up in the sell-off, including Microsoft (NASDAQ: MSFT) (down 23.3% year to date), Shopify (NASDAQ: SHOP) (down 26.4%), Adobe (NASDAQ: ADBE) (down 32.2%), and Salesforce (NYSE: CRM) (down 31.3%). Traders started calling it "the SaaSpocalypse," a phrase for these software-as-a-service stocks that was used by Jefferies equity trader Jeffrey Favuzza, who told Bloomberg the style of selling was "get me out." Continue reading