Wall Street Breakfast
Episodes
REITs, interest rates and why retail isn't dead
21 Dec 2024
Contributed by Lukas
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.Show NotesFed's Hawkish Cut Hits Stocks H...
Stagflation ahead?
20 Dec 2024
Contributed by Lukas
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, ...
Turmoil hits Capitol Hill; Trump threatens tariffs
20 Dec 2024
Contributed by Lukas
Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's big...
El Salvador bitcoin Utopia hits IMF snag
19 Dec 2024
Contributed by Lukas
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take bre...
Stock futures stabilize after sharp selloff
19 Dec 2024
Contributed by Lukas
U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).Episode ...
Fed cuts rates, but Powell plays the Grinch
18 Dec 2024
Contributed by Lukas
Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yiel...
Merger buzz powers Nissan, Honda
18 Dec 2024
Contributed by Lukas
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compe...
Is the quantum trade eclipsing the AI trade?
17 Dec 2024
Contributed by Lukas
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4...
TikTok CEO, Trump talk as ban looms
17 Dec 2024
Contributed by Lukas
TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) A...
The case for Apple as top pick for 2025
16 Dec 2024
Contributed by Lukas
Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)Show NotesU.S. Co...
Wedbush boosts Tesla price targets
16 Dec 2024
Contributed by Lukas
Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for p...
Fed cut baked in this week; what about '25?
15 Dec 2024
Contributed by Lukas
Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4...
The world of funds and why U.S. is most attractive
14 Dec 2024
Contributed by Lukas
Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish,...
More of the same and what can't be ignored
13 Dec 2024
Contributed by Lukas
More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD d...
Amazon, Meta back Trump inauguration
13 Dec 2024
Contributed by Lukas
Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. ...
Watchdog caps bank overdraft fees
12 Dec 2024
Contributed by Lukas
CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)Show N...
Big Tech drives Nasdaq rally
12 Dec 2024
Contributed by Lukas
Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:...
Fed cut assured despite stubborn inflation
11 Dec 2024
Contributed by Lukas
Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash f...
GM pumps the brakes on robotaxis
11 Dec 2024
Contributed by Lukas
General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may ...
McDonald's review bombed after UnitedHealth suspect arrest
10 Dec 2024
Contributed by Lukas
Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max prod...
Taiwan Semi chips in big gains
10 Dec 2024
Contributed by Lukas
Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) swit...
TikTok appeals for breakup lifeline
09 Dec 2024
Contributed by Lukas
TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at ...
Google Payment Counters CFPB Oversight with Lawsuit
09 Dec 2024
Contributed by Lukas
Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY) set t...
CPI on tap with inflation fight looking to last through '25
08 Dec 2024
Contributed by Lukas
Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (...
Handling volatility with long-term dividends
07 Dec 2024
Contributed by Lukas
Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash l...
Market drifting higher, punctuated by dramatic tech earnings
06 Dec 2024
Contributed by Lukas
Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be...
Lingerie, leggings and beauty wins
06 Dec 2024
Contributed by Lukas
Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria'...
Airlines climb on upbeat travel trends
05 Dec 2024
Contributed by Lukas
American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)Show Notes W...
Bitcoin tops $100K, Trump picks crypto ally
05 Dec 2024
Contributed by Lukas
Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to c...
UnitedHealth executive shot and killed
04 Dec 2024
Contributed by Lukas
UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-...
Political turmoil sends South Korean markets sliding
04 Dec 2024
Contributed by Lukas
South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'activ...
AT&T predicts profit growth acceleration
03 Dec 2024
Contributed by Lukas
The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declara...
Super Micro clears misconduct cloud
03 Dec 2024
Contributed by Lukas
Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 b...
Intel CEO steps down in surprise move
02 Dec 2024
Contributed by Lukas
David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI l...
Tavares exits as Stellantis sales slump
02 Dec 2024
Contributed by Lukas
Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) B...
Jobs report is make or break for Fed move
01 Dec 2024
Contributed by Lukas
Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:5...
Black Friday: Online shopping riding high
29 Nov 2024
Contributed by Lukas
More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup...
SEC rings the bell on 24X trading
29 Nov 2024
Contributed by Lukas
Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) ...
Trump's tariff threats, Fed signals moderate pace
27 Nov 2024
Contributed by Lukas
Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U...
Liquidity is important and private credit is real
26 Nov 2024
Contributed by Lukas
Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important ...
Gold sinks
26 Nov 2024
Contributed by Lukas
Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares br...
Holiday-shortened week kicks off on positive note
25 Nov 2024
Contributed by Lukas
Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:1...
Nvidia's big buildup, then a shrug
22 Nov 2024
Contributed by Lukas
Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappoint...
DirecTV drops Dish deal over debt dispute
22 Nov 2024
Contributed by Lukas
DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PS...
Cutting the line? American Airlines says, ‘not today’
21 Nov 2024
Contributed by Lukas
American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on a...
Comcast eyes NBCUniversal cable spinoff
20 Nov 2024
Contributed by Lukas
Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck ...
Bullish trends, financials and infrastructure, Bitcoin break out
19 Nov 2024
Contributed by Lukas
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why e...
Fate Therapeutics rises on Lupus drug data
19 Nov 2024
Contributed by Lukas
Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent au...
Beware juicy yields and ETF expense ratios
18 Nov 2024
Contributed by Lukas
In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high...
Spirit Airlines lands in Chapter 11
18 Nov 2024
Contributed by Lukas
Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. ...
Here comes the boom: Nvidia
17 Nov 2024
Contributed by Lukas
Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)...
Tesla, crypto and the Trump trade
15 Nov 2024
Contributed by Lukas
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trum...
Ford hit with $165M fine for recall delay
15 Nov 2024
Contributed by Lukas
NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car cr...
Disney makes a splash with guidance
14 Nov 2024
Contributed by Lukas
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist wit...
Amazon unveils ‘Haul’ for Temu, Shein showdown
14 Nov 2024
Contributed by Lukas
Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to...
No panic on 'crispy' inflation just yet
13 Nov 2024
Contributed by Lukas
Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)S...
Frontier reportedly drops bid for Spirit
13 Nov 2024
Contributed by Lukas
Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg...
Retail sales bounce back
12 Nov 2024
Contributed by Lukas
National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell bre...
Southwest Airlines grounds workforce to match capacity
12 Nov 2024
Contributed by Lukas
Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental...
Nvidia gets a big vote of confidence
11 Nov 2024
Contributed by Lukas
Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could li...
Crypto stocks mining gains premarket
11 Nov 2024
Contributed by Lukas
Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith ...
Traders brace for latest inflation data
10 Nov 2024
Contributed by Lukas
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (...
It pays to be a bull
09 Nov 2024
Contributed by Lukas
Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects...
Great expectations: Earnings guidance, Fed cuts
08 Nov 2024
Contributed by Lukas
Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks....
Fed chief Powell has his 'I'm not leaving' moment
07 Nov 2024
Contributed by Lukas
Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to b...
Airbnb earnings on deck
07 Nov 2024
Contributed by Lukas
Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights ...
Wall Street's election winners and losers
06 Nov 2024
Contributed by Lukas
Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and rene...
Trump wins presidential election
06 Nov 2024
Contributed by Lukas
Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Sp...
Investors try to focus on fundamentals on Election Day
05 Nov 2024
Contributed by Lukas
So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)Sh...
Debt weighs on voters on Election Day
05 Nov 2024
Contributed by Lukas
SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - ana...
Viking weight loss pill sees positive early data
04 Nov 2024
Contributed by Lukas
Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon pow...
Nissan, Mitsubishi to form robotaxi, EV battery JV
04 Nov 2024
Contributed by Lukas
Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Service...
Election Day anticipation
03 Nov 2024
Contributed by Lukas
How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)Show NotesHere's how t...
Boeing aims to land union deal…again
01 Nov 2024
Contributed by Lukas
Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott...
Stocks get a Halloween tech scare
31 Oct 2024
Contributed by Lukas
Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend...
Starbucks brews a comeback, ditches non-dairy upcharges
31 Oct 2024
Contributed by Lukas
Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless...
Super Micro Computer plunges as its auditor quits
30 Oct 2024
Contributed by Lukas
Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sale...
Reddit gets an upvote from investors
30 Oct 2024
Contributed by Lukas
Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over...
Softbank CEO says Nvidia is undervalued
29 Oct 2024
Contributed by Lukas
Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence...
Microsoft accuses Google of shadow campaigns
29 Oct 2024
Contributed by Lukas
Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy...
Robinhood rolls out election betting
28 Oct 2024
Contributed by Lukas
Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Qua...
Volkswagen readies $4.3B cost-cutting plan
28 Oct 2024
Contributed by Lukas
Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. ...
Earnings from Apple, Amazon, Google, Microsoft and Meta
27 Oct 2024
Contributed by Lukas
Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)Show ...
Capri tanks on blocked Tapestry deal
25 Oct 2024
Contributed by Lukas
Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost...
Labor market keeps defying the doomsayers
24 Oct 2024
Contributed by Lukas
Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supp...
Boeing workers reject contract, strike continues
24 Oct 2024
Contributed by Lukas
Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable E...
Boeing loses $6 billion
23 Oct 2024
Contributed by Lukas
Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)Show NotesPaul Tudor Jones on infla...
McDonald’s shares dip on E. coli outbreak
23 Oct 2024
Contributed by Lukas
What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with F...
Smoking and driving get earnings applause
22 Oct 2024
Contributed by Lukas
Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global gro...
Cheesecake Factory jumps after activist calls for split
22 Oct 2024
Contributed by Lukas
Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden,...
Ferrari unveils first new supercar in a decade
21 Oct 2024
Contributed by Lukas
With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock retur...
Perplexity AI targets $8B valuation in new funding
21 Oct 2024
Contributed by Lukas
AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Ac...
Here come Tesla earnings
20 Oct 2024
Contributed by Lukas
Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agr...
Netflix global memberships maintain double-digit growth
18 Oct 2024
Contributed by Lukas
Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales p...
Retail sales bolster the case for no recession
17 Oct 2024
Contributed by Lukas
The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays dow...
Expedia gains on Uber takeover report
17 Oct 2024
Contributed by Lukas
Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. ...
Is Tesla bailing out of bitcoin?
16 Oct 2024
Contributed by Lukas
The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its ...
Alibaba, Baidu back Horizon Robotics' Hong Kong IPO
16 Oct 2024
Contributed by Lukas
Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategi...
ASML oops slams chip stocks
15 Oct 2024
Contributed by Lukas
ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,2...
Oklo, NuScale surge as Google backs nuclear for AI
15 Oct 2024
Contributed by Lukas
Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Ver...