作者 ：布莱恩・索齐（Brian Sozzi） 我本无意与这位人工智能芯片领域的 “神明”—— 更正式的身份是英伟达（NVDA）创始人兼首席执行官黄仁勋 —— 持不同观点。 但这一次，针对我们正目睹的人工智能股暴跌行情，我必须反驳这位常以皮夹克形象示人的黄仁勋。 据报道，黄仁勋在网络设备巨头 思科 （CSCO）周二举办的人工智能活动上表示：“有一种观点认为，软件行业的工具正在走下坡路，将被人工智能取代…… 这是世上最不合逻辑的说法，时间会证明一切。如果你是人类或机器人，是通用人工智能体，你会选择使用工具，还是重新发明工具？答案显然是使用工具…… 这就是为什么人工智能的最新突破都围绕着工具使用展开，因为这些工具的设计初衷就是明确可用的。” 在科技投资者的这一关键时刻，市场对黄仁勋在该话题上的言论毫不在意。诚然，黄仁勋常常左右市场情绪，部分原因在于英伟达本身就是市场的 “风向标”。 但市场坚信，随着人工智能技术快速迭代， 赛富时 （CRM）、威达信（WDAY）、汤森路透（TRI）、思爱普（ SAP ）以及 ServiceNow（NOW）等软件公司的 终局价值 正面临风险。 看看人工智能初创公司 Anthropic（ANTH.PVT）上周五的动作就知道了。这家公司此前一度低调行事，如今却在 2026 年已有的暴跌行情基础上，再度引爆了新一轮软件股抛售潮。 Anthropic 为其 Claude 协作型智能体推出了一系列插件，可实现法律、销售、营销及数据分析等多领域任务自动化。 截至周二收盘，汤森路透、Legal Zoom .com（LZ）、贝宝（PYPL）、亿客行（EXPE）、益百利（EFX）以及 Intuit（INTU）等公司股价均暴跌 两位数 。今日股价大幅回调后，这些标的几乎无人问津。 美国软件指数整体暴跌近 5% ，成分股中 104 家下跌，仅 9 家上涨 。这是该指数 连续第六个交易日下跌 ，已回落至 4 月水平。 德意志银行策略师吉姆・里德在一份报告中写道：“尽管人工智能领域最终赢家的问题不太可能在 2026 年得到解答，但近几个月来，市场已从人工智能狂热情绪明显转向，愈发重视企业间的差异化，并对人工智能颠覆现有商业模式的担忧日益加剧。” 试想一下，其他模型研发公司难道没有在开发类似 Anthropic 的功能吗？你真以为达里奥・阿莫代伊和丹妮拉・阿莫代伊这对...

Key Points A lot of people are scared to invest in the stock market. Avoiding it could mean stunting your savings' growth. Diversifying your portfolio could help mitigate your risks. The $23,760 Social Security bonus most retirees completely overlook › I was talking to a friend recently who admitted that she has most of her retirement savings in bonds and cash. If she were in her 60s on the cusp of leaving the workforce, I'd say that's not an unreasonable allocation. But since she happens to be 42, I felt compelled to explain that her investment strategy was likely to leave her with a big savings shortfall. Of course, the reason she invests the way she does is simple. She's afraid of the stock market. And she's not alone. But if you feel similarly, and you're letting nerves get in the way of meeting your retirement savings goals, you may be doing yourself a huge disservice. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The hidden risk you may not realize you're taking Many people shy away from the stock market because it's risky. Want to know what else is risky? Investing too conservatively during your wealth-building years. Imagine you're able to contribute $300 a month to an IRA or 401(k) plan over a 35-year period. If you invest conservatively like my friend, you may be looking at a 4% yearly return -- and during some economic cycles, that 4% may even be generous. With that return, you're looking at a retirement account balance of about $265,000. With a stock-heavy portfolio, you might easily score an 8% yearly return in your portfolio, and that's actually a touch below the market's average. Assuming that same $300 monthly contribution and 35-year savings window, you're looking at $620,000 instead . If you don't want to do the math in your head, that's a difference of $355,000 in savings. And that's money you might sorely miss in retirement. There are ways to mitigate the ris...

美国劳工统计局（BLS）宣布，将于2月11日（下周三）发布1月非农就业报告，将于2月5日（本周四）发布职位空缺数据。 此前，美国政府短暂地出现局部停摆事件，BLS旋即宣布暂停发布非农就业报告和职位空缺数据。 随后，国会山批准了政府融资草案、总统特朗普也已经及时地签字为法律。

Taiwan Semiconductor or Broadcom? You Should Only Own One of Them 24/7 Wall St.

Taiwan Semiconductor (NYSE:TSM) is the backbone of the entire semiconductor sector, but it has only started trading like it in recent years. TSM stock is up by over 220% since the end of 2023 and still trails most big-name fabless AI stocks, even though this is the company that manufactures those chips and holds the ... Taiwan Semiconductor or Broadcom? You Should Only Own One of Them

Taiwan Semiconductor or Broadcom? You Should Only Own One of Them Yahoo Finance

Key Points Enphase Energy saw its strongest demand in over two years, but there was a catch. A tax credit expiration pulled solar system installations forward. Guidance still calls for a drop in sales in the current quarter versus last year. 10 stocks we like better than Enphase Energy › Shares of solar energy technology company Enphase Energy (NASDAQ: ENPH) are soaring today. Enphase stock had been on a gradual, but steady descent over the past three years, dropping 77% in that time. But an encouraging earnings report and strong guidance have investors seemingly calling a bottom in the stock. Shares rocketed as much as 42% this morning, and remained up by 37% as of 11:30 a.m. ET. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Solar headwinds remain Enphase said demand for its products was at its "highest level in more than two years." The company also guided investors to expect revenue of between $270 million and $300 million in the current quarter. Wall Street analysts were predicting sales below the low end of that forecast. That helps explain today's market reaction. Yet headwinds remain for the company. Management admitted that the strong demand seen in the fourth quarter was mainly driven by consumers increasing solar system installations ahead of the expiration of a tax credit. While revenue guidance for the first quarter exceeded expectations, it's important to note that even the high end of that forecast would represent a year-over-year sales drop of nearly 16%. Investing in solar stocks like Enphase remains risky. While the share decline seen over the last year may now have stabilized, growth in the underlying business still doesn't appear to be at hand. Investors may want to wait until that growth returns before taking a position. Should you buy stock in Enphase Energy right now? Before you buy stock in Enphase Energy, consider this: ...

特朗普政府边境事务主管汤姆·霍曼表示，国土安全部将立即从明尼阿波利斯撤回700名执法人员。在联邦移民执法人员枪杀两名美国公民引发震荡后，此举旨在为当地局势降温。 随着大批移民执法人员的进驻引发广泛抗议，被美国总统唐纳德·特朗普派往明尼阿波利斯为局势降温的霍曼强调将转向更具针对性的执法。霍曼还表示，与地方当局在拘留有犯罪记录的移民方面的合作已经有所改善。 特朗普政府边境事务主管汤姆·霍曼 霍曼表示，约有2000名联邦移民执法人员将留在明尼苏达州。虽然人数较高峰期减少，但远高于该州通常约150人的配置规模。 “这是聪明的执法，而不是减少执法，”霍曼说。 此次撤员措施出台之前，边境巡逻队和移民与海关执法局人员在明尼苏达州的执法行动中先后枪杀两名美国公民，导致特朗普政府的移民执法行动陷入巨大争议。 责任编辑：丁文武

格隆汇2月5日｜纳斯达克100指数跌幅扩大至2%。

Explore Alpha Picks Today! Follow Steven Cress on Seeking Alpha! Check Out Pro Quant Portfolio Now! Read the 10 Stocks Article Here! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder : Hello, everyone. I'm Daniel Snyder from Seeking Alpha. Thank you so much for taking the time to hang out with us for this hour. Today, we have a special treat, and the market conditions have just worked in our favor for this. I don't know if you've seen the headlines. I've been watching them all day. What's going on with OpenAI versus NVIDIA? The pledge of a $100 billion investment, is it up in the air? How does that go into this AI space? So, it's very timely as of right now, especially at the beginning of the year, that we go through some Top AI stocks with none other than Steven Cress, our VP of Quantitative Strategy here at Seeking Alpha. But before we dive into conversation to get his picks today, let's go ahead and get a quick legal disclaimer out of the way. Steven Cress : Our favorite. You got this? DS : Yeah. We are not advising you personally concerning the nature, potential, value, or suitability of any particular security. You alone are solely responsible for determining whether any investment, security, strategy, or any product or service is appropriate or suitable for you based on your investment objectives and personal and financial situation. This presentation is for information purposes only. Content is presented as of the date published or indicated and may be superseded by future events. It represents my opinions and Steven Cress’ opinions, which may not reflect the views of Seeking Alpha as a whole. Past performance is no guarantee of future results. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Alright. SC : Well done, Daniel. DS :...

She’s the edgy British brat who conquered the world with her hard-partying, electro-banging aesthetic. But can the star now go where Beyoncé and Harry Styles stumbled – and smash the silver screen? In the back of a cab, Charli xcx drags a makeup wipe across her face. A closeup of that face, with its distinctive halo of dark hair, the lipstick-smeared pout and lush, overgrown eyebrows, is perhaps the most striking scene in her new film The Moment . Charli peels a strip of ugly stick-on gems from her lower lash line, regret and shame flashing across her face. It’s a rare raw few seconds in Aidan Zamiri’s clever and knowing satire of 21st-century pop stardom, which wonders what would have happened if the singer had lost her head after the success of her 2024 album Brat. The film is billed as a mockumentary, but its ambition to be taken seriously is no joke. The Moment is already being positioned as Charli’s pivot from pop to the silver screen, after a buzzy premiere at the Sundance film festival last month. Charli was there to promote it, alongside two other films she’s starring in. I Want Your Sex, a dark romp of a comedy from new queer cinema pioneer Gregg Araki was mostly warmly received, though early consensus has declared The Gallerist, which stars Natalie Portman, something of a dud . Continue reading...

格隆汇2月5日｜美国财长贝森特：将信用卡利率上限设定为10%(为期一年)将有助于帮助美国人从过去的通货膨胀中恢复过来。

Tim Robberts/DigitalVision via Getty Images Apple ( AAPL ) is one of the leading manufacturers of phones and personal computers worldwide, and needs no extraordinary introduction. They have a significant market share in smartphones as well as in the tablets and laptops space. I started covering the company back in 2022 and have remained bullish on the business ever since. Today, however, I would like to give a balanced view, highlighting both the pros and cons of investing in Apple's business right now, and underline why I am becoming slightly more cautious. Analysis history (Author) Since my last writing, Apple's total return was 70.5%, roughly in line with the total return of the broader market ( SPY ), which was 74.6%. Data by YCharts As the company just reported its earnings for the most recent quarter recently, I will be mainly using these numbers for my discussion, along with economic indicators—e.g., consumer confidence—and a set of traditional price multiples to assess the firm's valuation. My focus will be on sales, profitability, valuation, and capital allocation, among others. Sales In the most recent quarter, Apple reported record revenues and record EPS. Revenues came in at $143.8 billion, up more than 15% from last year. This feat by itself is a “pro,” but let us look a bit deeper into these figures so that I can tell you exactly why I find this revenue growth so appealing. Pros The revenue growth is balanced. And by that I mean that if we look at the firm's individual segments, we can see significant growth in both of them. Both products and services revenues hit all-time highs, and both of them grew at similar rates. Net sales (Apple) The growth is not only balanced segment-wise but also geographically. Each of the geographic regions posted meaningful growth, with Greater China being the highest growth region, but the Americas remaining the largest region by revenue. Net sales by segment (Apple) Further, I find these figures especially impressive, co...

Panamanian President Jose Raul Mulino rejected criticism from Chinese and Hong Kong authorities on Wednesday over a Supreme Court ruling that voided a long-standing port concession at the Panama Canal, arguing that the decision falls squarely within Panama’s constitutional and legal framework. Mulino’s comments came after China’s Hong Kong and Macau Affairs Office issued a sharply worded commentary condemning the court’s decision to declare unconstitutional the concession held by Panama Ports Company, a subsidiary of Hong Kong-based conglomerate CK Hutchison. The full bench of Panama’s Supreme Court ruled last week that the concession violated the constitution , cancelling the company’s right to operate the ports of Balboa and Cristobal at the Pacific and Atlantic entrances of the canal. Advertisement In a social media post, the Panamanian president stressed that Supreme Court rulings must be respected both domestically and internationally. He framed the decision as part of the judiciary’s constitutional authority to review the legality of laws and contracts and rejected any suggestion of government interference or direction. 10:37 Why the US is worried about China’s growing influence in South America Why the US is worried about China’s growing influence in South America “Panama is a state governed by the rule of law and respects the decisions of the Judicial Branch, which is independent from the Central Government. The Foreign Ministry will issue a statement on this matter and will adopt the corresponding decisions,” Mulino wrote.

格隆汇2月5日｜一项调查显示，受委内瑞拉局势动荡影响，欧佩克上月产量出现下滑。

By Zaheer Kachwala Feb 4 (Reuters) - Roblox (RBLX) launched an artificial intelligence technology on Wednesday that can generate fully functioning in-game models using natural language ​prompts, as the company aggressively pursues machine learning to attract more developers ‌to its videogame platform. The technology, dubbed 4D creation, released into beta, and builds upon the company's earlier ‌model which could generate static three dimensional objects. The new model allows users to generate a vehicle, interact with its doors and drive it with accurate physics mechanics. The move serves to lower the entry barrier to Roblox's developer community, which is user-led and ⁠responsible for the games played ‌on the platform, as the firm looks to spur the creation of new titles and boost its already sprawling user base. ‍The company had more than 150 million average daily active users at the end of the third quarter. "You want to create an object, that is one path, and for the artist, ​the visuals might be easy, the coding might be hard. The other is, ‌you're a game developer who finds the visuals harder, coding easier. So we're trying to bring all of them together, and our highest goal would be that a player can create inside a game," Roblox's senior vice president of engineering for foundation AI and infrastructure, Anupam Singh told Reuters. Roblox has been investing heavily in expanding ⁠server capacity to accommodate the sharp growth in ​its player base, while also putting funds towards ​developing AI models and safety - an issue that has come under heavy scrutiny from American state and international governments. 4D creation is a ‍part of Roblox's larger ⁠push to develop AI world models, which can understand the rules and dynamics of an environment so that it can predict and generate future gameplay. The ⁠announcement comes a week after Alphabet's Google launched an AI model allowing users to simulate and ‌generate a real-world environment through prompts or uploaded...

Posts from this author will be added to your daily email digest and your homepage feed. On Tuesday, Rui-Siang Lin was sentenced to 30 years in prison for running “Incognito Market,” a dark web platform that prosecutors say “sold more than $105 million of narcotics—including more than 1,000 kilograms of cocaine, over 1,000 kilograms of methamphetamines, hundreds of kilograms of other narcotics, and more than 4 kilograms of purported ‘oxycodone’,” between 2020 and 2024. Jay Clayton, U.S. Attorney for the Southern District of New York, announced the sentencing on Tuesday, calling Lin “one of the world’s most prolific drug traffickers,” taking a five percent cut from the crypto transactions as a “bank account” while keeping buyers and sellers anonymous from each other. By comparison, Ross “Dread Pirate Roberts” Ulbricht, who ran the Silk Road dark web marketplace, initially received a life sentence after it was shut down in 2013, and was pardoned by President Trump early last year. Thomas White created Silk Road 2.0 a year after the first one shut down, and was eventually sentenced to five years in prison in the UK. Lin, who also went by “Pharoah” online, pleaded guilty in December 2024 to “narcotics conspiracy, money laundering, and conspiracy to sell adulterated and misbranded medication.” As noted by CoinDesk, in the initial criminal complaint, an FBI investigator said they were able to identify Lin as the operator because he used his real name and address while registering the domain. Before shutting down operations in 2024, he apparently stole from his own users: “In March 2024, Lin closed Incognito by stealing at least $1 million that its users had on deposit in the Incognito Bank. In addition, Lin attempted to extort his coconspirators. LIN demanded that the Incognito buyers and vendors pay him, or he would publish their user history and cryptocurrency addresses online. In a posting on the Incognito site, LIN wrote “YES, THIS IS AN EXTORTION!!!,” as depicted belo...

Tesla, Musk likely can't escape 'Blade Runner 2049' lawsuit, judge says Reuters

纳斯达克100指数跌幅扩大至2%。成分股AMD跌16.8%，Applovin跌14.2%，Palantir跌12.1%，美光科技跌9.9%、西部数据跌9.3%，应用材料、Strategy跌约7.3%，核电股CEG跌6.5%，星巴克目前涨4%，特许通讯涨5.6%，GEHC涨6.4%，ODFL涨6.6%，安进涨7.3%。 标普500指数跌0.7%，道指涨205点、涨幅0.4%，纳指跌418点跌幅1.8%。 费城半导体指数跌4.8%，银行指数涨1.3%，罗素2000指数跌0.9%。

Stock Market Today: Dow Rises, Nasdaq Sinks Amid Tech Sell-Off; AMD, Uber Dive (Live Coverage) Investor's Business Daily

S&P 500 falls for a second day after AMD earnings, weak jobs data: Live updates CNBC

IBM CEO Arvind Krishna speaks about AI as a central force for growth, while also acknowledging its potential for job displacement. He also looks ahead to the business potential for quantum computing, which he hopes will be available to clients by 2029. He speaks to Bloomberg's Joumanna Bercetche on the sidelines of the World Governments Summit in Dubai. (Source: Bloomberg)

因在 2008 年金融危机前做空美国房地产市场而声名鹊起的 迈克尔・伯里 发出警告，比特币的暴跌可能进一步演变为 自我强化的 “死亡螺旋” ，对过去一年大举囤积该加密货币的企业造成持久损害。 伯里在周一的 Substack 博客中表示，这一加密货币鼻祖自 10 月见顶以来已下跌 40% ，其本质已暴露为 纯粹的投机资产 ，未能像贵金属那样成为对冲货币贬值的工具。他称，若比特币继续下跌，可能会迅速挤压主要持有者的资产负债表，迫使整个加密生态系统出现抛售，进而引发 大规模价值毁灭 。 伯里写道：“ 令人不安的场景已近在眼前 。” 若比特币再跌 10% ，全球最大企业加密资产国库 —— 微策略（Strategy Inc．）将面临 数十亿美元亏损 ，且 “ 资本市场基本对其关闭 ”。他补充称，进一步下跌将迫使比特币矿企走向破产。 此番言论发布之际，比特币于周二跌破 7.3 万美元 ，创特朗普一年多前重新入主白宫以来的最低水平。分析师对此次暴跌给出了多种解释，包括资金流入放缓、流动性恶化以及宏观吸引力下降等。随着预测市场兴起，不少加密领域交易员也对加密货币经济降温，转而投向事件投注。 与黄金、白银不同 —— 全球紧张局势推升对美元贬值的担忧，推动金银创历史新高 —— 比特币未能对美元走弱、地缘政治风险等典型驱动因素做出反应。 伯里写道：“ 比特币不存在任何支撑其停止或逆转下跌的内在实用价值理由。 ” 他表示，企业国库对该代币的持有，以及新推出的加密现货交易所交易基金（ETF），都无法无限度支撑其价格，也无法在其大幅下跌时避免灾难性后果。他指出，目前已有近 200 家上市公司 持有比特币。 尽管这一举措扩大了比特币的需求，但 “ 国库资产并非永恒 ”，他写道。 国库资产必须按 市值计价 并纳入财务报告。伯里警告，若比特币价格持续下跌，风险管理人员将开始建议企业抛售。 他补充称，现货 ETF 的出现反而 加剧了比特币的投机属性 ，同时提高了其与股市的相关性。数据显示，比特币与标普 500 指数的相关性近期已接近 0.50 。理论上，当亏损头寸扩大时，强制平仓将迅速启动。 伯里还透露，比特币 ETF 近期出现了自 11 月底以来的 最大单日资金流出 ，其中三次发生在 1 月最后 10 天。 不过，尽管伯里发出了风险预警，加密货币的市场规模仍过小，不足以引发 广泛传染 。比特币 1....

Image source: The Motley Fool. Wednesday, February 4, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer and Co-Chief Investment Officer — Armen Panossian President and Chief Operating Officer — Matt Pendo Chief Financial Officer and Treasurer — Christopher McKown Co-Chief Investment Officer — Raghav Khanna Head of Investor Relations — Alison Mirmy TAKEAWAYS Adjusted Net Investment Income -- $36.1 million, or $0.41 per share, increased from $35.4 million, or $0.40 per share, in the prior quarter due to lower incentive fee expense. -- $36.1 million, or $0.41 per share, increased from $35.4 million, or $0.40 per share, in the prior quarter due to lower incentive fee expense. Dividend -- Quarterly cash dividend declared at $0.40 per share, fully covered by earnings, payable March 31, 2026. -- Quarterly cash dividend declared at $0.40 per share, fully covered by earnings, payable March 31, 2026. New Funded Investments -- $314 million, up from $220 million sequentially, reflecting a 42% increase in investment activity. -- $314 million, up from $220 million sequentially, reflecting a 42% increase in investment activity. Portfolio Composition -- $2.95 billion total portfolio at fair value, with 85% in first lien senior secured debt; no position exceeds 2% of total portfolio value. -- $2.95 billion total portfolio at fair value, with 85% in first lien senior secured debt; no position exceeds 2% of total portfolio value. Yield on Debt Investments -- Weighted average yield of 9.3% on debt investments at quarter-end. -- Weighted average yield of 9.3% on debt investments at quarter-end. Nonaccruals -- 3.1% of total debt portfolio at fair value, relatively stable sequentially and down 85 basis points year over year. -- 3.1% of total debt portfolio at fair value, relatively stable sequentially and down 85 basis points year over year. Net New Investments -- $135 million, driven by $314 million in new fundings and $179 million in paydowns and exits. -- $135 million, drive...

格隆汇2月5日｜现货黄金加速回落，跌破4850美元/盎司，日内跌1.96%；纽约期金日内走低1.00%，现报4885.00美元/盎司。

文章提及标的 贵金属 -- 伦敦金 -- 伦敦银 -- 国际贵金属（881169）继续走低，现货黄金跌1.43%，报4874.42美元/盎司；现货白银跌1.38%，报83.84美元/盎司。

Editor's note: Seeking Alpha is proud to welcome Brock Liolios as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Dragon Claws/iStock via Getty Images Pagaya Technologies Ltd. ( PGY ) is an AI software platform that allows banks and fintechs to approve more consumer loans. Within seconds, Pagaya’s machine learning solutions analyze loan applications to optimize consumer credit access. Pagaya helps determine creditworthy individuals that most models will overlook and supports the approval of the loan, which is then funded by institutional investors, allowing lenders to scale their loan issuances without any balance sheet risk. The stock performed phenomenally during 2025 with returns surpassing 115%, but Pagaya’s stock has plummeted 44.6% since mid-September, losing almost half of its market cap. Data by YCharts I view Pagaya as extremely undervalued. Pagaya has grown its top line and bottom line with a YoY 36% increase in revenue and 133% growth to its net income. I believe Pagaya’s recent selloff was unjustified, and I argue that with continued growth throughout the new year, along with tailwinds to its performance, Pagaya will have an incredible 2026, and it may be time to buy. The main misunderstanding about Pagaya is that it operates as a consumer credit agency. Many investors still view the company as if its business model is fixed and mainly based on personal loans. Although this perspective isn't entirely wrong, it has become outdated. The company is increasingly diversifying its segmented ABS loans by growing its network volume with Auto and POS loans. In Q3 2025, auto and point-of-sale (POS) lending together made up 32% of total network volume, with annualized run rates of roughly $2.2 billion and $1.4 billion, respectively. This change is important because auto and POS len...

格隆汇2月5日｜沪银主力合约日内跌幅达2.00%，现报22222.00元/千克。

总台记者获悉，乌克兰国家安全与国防委员会秘书乌梅罗夫4日表示，当天在阿布扎比举行乌美俄三方会谈后，谈判进程继续以小组形式进行。他表示，本轮会谈内容充实、富有成效，重点关注具体行动和实际解决方案。（央视新闻）

Key Points Oklo finds itself in the right place at the right time as big tech companies commit to nuclear energy. A long-term deal with Meta Platforms shows demand for Oklo's small nuclear reactors. Oklo's high valuation and pre-revenue business model leave very little room for error. 10 stocks we like better than Oklo › Viewing Oklo (NYSE: OKLO) as a passive-income powerhouse before it has generated a profit is a bit optimistic, but investors who can zoom out may see the opportunity. It's not a suitable pick for investors who want high-yield dividend stocks right now. However, Oklo can mirror the path of other superstar growth stocks, such as Meta Platforms (NASDAQ: META), which started as an unprofitable company, scaled its business, and now pays dividends. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Meta Platforms has only a 0.29% yield, but that yield, as a reflection of cost basis, is much higher for the people who bought shares 10 years ago. That's the type of opportunity Oklo could provide if it grows rapidly and becomes profitable in the future. The nuclear energy thesis Oklo produces small modular reactors, which are smaller than traditional nuclear reactors, making them more practical at scale. Investors must believe nuclear energy will go mainstream to accumulate Oklo shares, and there are reasons to think that this is the case. Nuclear energy is a carbon-free energy source that provides 24/7 base-load power. This energy can be used as a power source for artificial intelligence (AI) data centers, which is central to the bullish thesis. The U.S. Department of Energy (DOE) has been investing heavily in nuclear energy, with the department touting 2025 as "one of the biggest years in U.S. nuclear energy history." The DOE has approved Oklo's small modular reactor designs. Oklo's Aurora reactor was also selected for the DOE's pilot progr...