$6.51 Diesel Should Be Crushing the Economy: Here’s Why It Has Rarely Grown Faster
Despite record fuel prices, U.S. growth remains strong, driven by resilient consumer spending and a surge in AI-related corporate investment.
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Scott Galloway says Meta’s years of user data could give Muse an AI edge even if its models lag Anthropic and OpenAI.
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Despite record fuel prices, U.S. growth remains strong, driven by resilient consumer spending and a surge in AI-related corporate investment.
SpaceX sidestepped Brownsville restrictions as SemiAnalysis says 300+ data-center rules have delayed just three U.S. projects.
Nvidia CEO Jensen Huang announced the company could double chip sales next year, driven by the new Vera Rubin architecture that offers 30x more performance and 97% lower inference costs than Blackwell Ultra. While the stock trades at a low P/E ratio of 28.1, risks include potential AI development slowdowns, rising interest rates affecting hyperscaler spending, and Nvidia financing 25% of fiscal 2028 sales to customers.
The article compares GE Vernova, an established power generation company generating 25% of global electricity with $38.1B in revenue and zero debt, against Oklo, a pre-revenue advanced nuclear reactor developer backed by Meta and Switch. While Oklo shows promise with high-profile agreements and differentiated technology, GE Vernova is recommended as the better 2026 buy due to its proven profitability, strong cash flow, record backlog, and immediate market relevance, whereas Oklo remains years away from commercial revenue and regulatory approval.
AMD stock surged 9% after Meta's AI agent app Muse reached the #1 spot on Apple's App Store. AI agents rely heavily on CPUs, boosting demand for AMD's processors. AMD management projects the server CPU market could grow 50% by 2030, reaching a $220 billion TAM, with agentic AI being the fastest-growing segment.