Shorts Prevail as Oklo and NuScale Stocks Dive as SMR Risks Rise
Oklo and NuScale stocks have plunged this year, with short sellers making billions of dollars as risks in the SMR industry rise.
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Levie says AI agents could reshape consumer tech by completing tasks for users and becoming new gatekeepers for companies.
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Oklo and NuScale stocks have plunged this year, with short sellers making billions of dollars as risks in the SMR industry rise.
Huang backed rapid AI development, saying the industry should move “as fast as we can” while ensuring products are safe before release.
Apple and Nvidia lead the Magnificent Seven in total shareholder yield through stock repurchases and dividends at 1.83% and 1.74% respectively. However, massive AI infrastructure investments have significantly reduced free cash flows for most of these companies. Apple's more conservative AI approach and strong capital return plans make it the best choice for yield-seeking investors, while Nvidia faces higher risk from potential AI slowdowns despite strong recent cash generation.