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3 Stocks To Watch As AI-Driven Demand Poised To Propel Nuclear Energy

3 Stocks To Watch As AI-Driven Demand Poised To Propel Nuclear Energy

Image courtesy of 123rf.com AI products have an inherent power cost. Their electricity requirements ramp up from text-to-text to text-to-image generation and then even more to text-to-video content. The International Energy Agency (IEA) estimated that, by 2026, AI data centers will need 10x more power than in 2023. Last year, Nvidia’s 100,000 AI chips amounted to 7.3 TWh of […]
Markets Are Blind To This Massive New Risk

Markets Are Blind To This Massive New Risk

Photo by Steve Johnson on Unsplash The markets continue to surge to all-time record highs, driven in no small part by expectations of a massive productivity boom enabled by artificial intelligence, otherwise known as AI.Corporate America and Wall Street are clearly shrugging off the warnings that science fiction gave us about AI taking command of the world’s technology to […]
Nuclear Electricity Generation Has Hidden Problems; Don’t Expect Advanced Modular Units To Solve Them.

Nuclear Electricity Generation Has Hidden Problems; Don’t Expect Advanced Modular Units To Solve Them.

Photo by American Public Power Association on Unsplash  It is easy to get the impression that proposed new modular nuclear generating units will solve the problems of nuclear generation. Perhaps they will allow more nuclear electricity to be generated at a low cost and with much less of a problem with spent fuel.As I analyze the situation, however, […]
Shopify Stock Jumps 25% To Hit Yearly High – Here’s What Drove The Surge

Shopify Stock Jumps 25% To Hit Yearly High – Here’s What Drove The Surge

Image Source: Unsplash Shares of Shopify (SHOP) soared more than 25% on Tuesday, marking their best trading day in a year after the e-commerce giant reported a robust third-quarter revenue increase.Shopify posted revenue of $2.16 billion, a 26% year-over-year increase, surpassing the FactSet consensus estimate of $2.1 billion.This marks the sixth consecutive quarter in which Shopify’s […]
While Stocks Enjoy A Post-Election Rally, The Economy And Jobs Stare Into The Abyss

While Stocks Enjoy A Post-Election Rally, The Economy And Jobs Stare Into The Abyss

Image Source: Pexels It would be an understatement to say that last week was particularly eventful, what with the elections and FOMC policy decision, plus some impressive earnings announcements. Election Day is finally behind us, and the results sent investors into a fit of stock market FOMO—in one of the greatest post-election rallies ever—while dumping their […]
DJIA Grossly Overpriced Vs. DDV

DJIA Grossly Overpriced Vs. DDV

Image Source: Pexels This is a follow-up to my article of Nov. 4, 2024:  “DDV Heading Down As 30-Year T Bond Yield Hits 4.58%.”Over the past week, the premium of the DJIA price to its DDV has gone into overdrive, The result of a misguided belief in a repeat of Trump’s first crack at being President […]
Solana Records 3-Year High As Price Hits $220, Is $260 Next?

Solana Records 3-Year High As Price Hits $220, Is $260 Next?

Image Source: Pexels Solana (SOL) has seen a massive 35% weekly surge to a new year-high of $220, closing last week above levels not since in nearly three years. As the cryptocurrency soars and whales accumulate, some market watchers suggested SOL is poised to fly to new levels soon. Solana Hits Three-Year High Price Solana has […]
Euphoric? Don’t Forget Money Management

Euphoric? Don’t Forget Money Management

Image Source: Unsplash Mish and Geoff cover profit taking tips dissecting ARKK fund.Video Length: 00:33:10More By This Author:Bonds Like Fed FOMC Days, But The Joy Fades Quickly Leader Led, Laggards Fell, Is Momentum The Tell? Double Bottom Leaders
Dressing For Success: Why Apparel Stocks Could Be A Holiday Season Winner

Dressing For Success: Why Apparel Stocks Could Be A Holiday Season Winner

Image Source: Unsplash As the holiday season approaches, investors may want to consider adding apparel and clothing retailer stocks to their portfolios. This sector often sees a boost during the holiday shopping season, as consumers seek out festive attire and gifts for loved ones. Let’s delve into three potential investment opportunities within this space: American Eagle Outfitters (AEO), […]
“Freight Recession” Over

“Freight Recession” Over

Image Source: Pexels “Davidson” submits:Recession fears have a history of well-defined inventory reduction first seen as severe recession fear built in 2016 and lasted till the COVID shutdown raised trucking use rapidly. The last period of recession fear began roughly Dec 2021 and accelerated into a trucking slowdown beginning March 2022. The retailer response has been […]