G O’Fiachra

This year, nuclear energy stocks have been some of the market’s best performers. Small modular reactor (SMR) developers like NuScale Power (SMR) and Oklo (OKLO) have been announcing a steady stream of partnerships, and Donald Trump, has pushed fresh executive orders aimed at accelerating the sector’s development.

Investors have plenty of reason to be excited but a surprising new catalyst has emerged,

 » Read more about: Why Nuclear’s Next Frontier Could Be 240,000 Miles Away  »

For more than half a decade, Warren Buffett’s Berkshire Hathaway accumulated the same stock quarter after quarter, 23 straight times, to be exact. Then, without warning, the buying stopped last year.

It wasn’t because Buffett lost faith in the company. In fact, his recent moves suggest he’s been biding his time, waiting for the numbers and the price to line up again.

 » Read more about: Will Buffett’s 23-Quarter Streak Start Again?  »

Apple shares climbed late last week on Wall Street’s growing belief that the company may have defused one of its biggest political risks, the ongoing tariff standoff with the Trump administration.

The breakthrough comes after Apple announced an eye-popping $600 billion investment in the United States, a figure that instantly turned heads in Washington and on Wall Street.

 » Read more about: Will Apple Catch Up To The Mag 7?  »

Lip-Bu Tan hasn’t been in the driver’s seat at Intel for long, but the new CEO is already making it clear that the era of open-ended spending is over. If Intel’s bleeding-edge chip manufacturing can’t justify its existence with real customer demand, it won’t get more money, period.

That kind of financial discipline might sound like corporate buzzkill,

 » Read more about: This Move Might Reshape the Future of the Chip Industry  »

AI might be the future, but that future has a power problem. For all the fanfare surrounding generative AI, one inconvenient truth continues to lurk in the background, which is it consumes an extraordinary amount of energy.

And unless someone cracks the code on power efficiency, scaling AI beyond the data center and into billions of edge devices will remain an expensive dream.

 » Read more about: Is Ambiq the Answer to AI’s Biggest Blind Spot?  »