Oklo, distinguished by its compact nuclear reactors, has hitherto secured three contracts under the DOE’s Reactor Pilot Program. The new appointment entails not merely the construction of these innovative reactors but extends to the delicate art of establishing a supply chain for the requisite nuclear fuel-a task both ambitious and fraught with subtle responsibility.
ON Semiconductor, with its elegant grasp on power and sensing solutions, caters predominantly to the automotive industry, claiming 55% of its 2024 revenue from this sector. It is here, amid the whirring of electric motors and the hum of autonomous vehicles, that ON has made its mark. Its portfolio, an intricate tapestry of power semiconductors, intelligent sensors, and integrated circuits, paints a vivid picture of tomorrow’s technology. The company’s influence extends beyond mere automotive applications, finding its way into industrial automation, machine vision, and even the smart infrastructure that promises to grace our cities.
Such proclamations, delivered via Truth Social-a platform where facts are less a currency than a curious footnote-arrived mere weeks after the same individual mused aloud about reclassifying marijuana federal status. A curious volte-face, given that the Controlled Substance Act has treated the plant as a menace akin to a fire-breathing houseplant since time immemorial3.
Mathieu Robilliard, an analyst ensnared in the Sisyphean task of deciphering market signals, observed that SpaceX and T-Mobile had already inaugurated a text-only direct-to-cell (DTC) service at $10 monthly-a system operating with the ruthless efficiency of a machine whose gears grind the dreams of competitors to dust. AST, by contrast, remains in a state of prenatal development, its commercial offerings still gestating in the womb of regulatory purgatory.
From the calm shores of its warehouse floors, Costco has once again opened its doors to reveal the rhythms of its progress. Here, beneath the familiar hum of commerce, we find three truths, each echoing through the passageways of the marketplace.
By 9:50 a.m. ET, AES stock had risen 13.7%, while BlackRock’s shares, though not entirely unscathed, exhibited a modest decline of 1.5%.
Let us now venture into two such entities, companies that remain in the early chapters of their potentially infinite stories of growth. These companies, perhaps like mirrors reflecting an idealized future, offer us a glimpse of wealth-both temporal and, in its own way, eternal-should we have the foresight to believe in their unfolding narratives.
What’s on her shopping list? Spoiler: you don’t have to stalk her LinkedIn. Ark Invest posts every move faster than a TikTok trend. This week, Wood threw some money at Alibaba (BABA), Intellia Therapeutics (NTLA), and Baidu (BIDU). High-risk biotech plus a couple of Chinese tech titans. Cozy combo, right? Let’s break down why she might be right-or spectacularly wrong.
Now, don’t get me wrong, I’m all for a surprise. But, before we start talking about everyone’s new favorite stock, let’s take a look at what’s actually going on.
And yet, the story becomes more thrilling-almost absurdly so-when CoreWeave announced another such agreement with OpenAI, underpinned by a guarantee of up to $6.3 billion from the great, shadowy figure that is Nvidia. A month of such good fortune-this is not just a tale of riches; it reads like a fever dream of profit, spun under a full moon. Investors, surely, must feel like they’ve been granted a golden ticket. It is, after all, a company whose stock has risen by an impressive 250% since its IPO in late March, perhaps surpassing the dreams of even the most visionary among them.