Bill Ackman on AI: ‘Massively Increased the Risk of Disruption’
Bill Ackman shares his thoughts on how AI has made investments tougher to gauge.
Stocks · News reference
Musk mocks Delta’s poor in-flight Wi-Fi after it chose Amazon Leo over Starlink, as airlines compete for satellite connectivity.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Bill Ackman shares his thoughts on how AI has made investments tougher to gauge.
Amazon announced a 20-year nuclear power deal with Constellation Energy, investing $3 billion to expand an existing nuclear facility. This demonstrates that major AI companies are willing to work through traditional utility operators to scale regional power production, which is positive news for NuScale Power, a small modular reactor company targeting utility companies.
X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies.
Anthropic has filed its IPO prospectus and could go public before OpenAI, potentially becoming the first pure-play AI frontier lab available to everyday investors. The company showed 1,050% revenue growth to $4.6 billion in 2025 but posted an $8.06 billion operating loss. Anthropic plans to spend $518 billion on infrastructure and computing power in coming years, while OpenAI has delayed its IPO to 2027.
Anthropic is considering an IPO that could come as early as mid-November, following a delay in the company’s timeline for going public.
Robinhood traders just recorded their biggest five-day buying binge ever, piling into stocks including FICO, SMMT, MDB and NVTS.