Michael Burry Shifts To Long-Dated AI Bets As SOXX Suffers Its Worst Quarter Since 2025

Constellation and Vistra Get the Headlines. These 2 Power Producers Barely Get Mentioned.

While Constellation Energy and Vistra dominate headlines, Talen Energy and NRG Energy are lesser-known power producers positioned to benefit from growing AI data center demand. Talen has secured a long-term nuclear power supply agreement with Amazon, while NRG is expanding capacity through natural gas assets and the CPower acquisition. Both companies offer attractive valuations but face execution risks and regulatory scrutiny.

Why Nvidia Stock Fell Again on Tuesday

Nvidia stock fell 6.4% on Tuesday as the company faces multiple federal investigations following revelations that CEO Jensen Huang had an affair with a suspected Chinese spy. The FBI is investigating the matter, and Democrats are calling for Congressional inquiries. The scandal threatens potential chip export restrictions and could impact Nvidia's government influence. The company will report Q3 earnings next week.

Google Agrees To Additional Privacy Protections In Acquisition Of Employee Data From Defunct Spirit Airlines

NVIDIA Introduces Alpamayo; Open AI Models, Simulation Tools And Datasets For Autonomous Vehicles And Robotaxis; Combines Explainable Reasoning AI With Full-Stack Driving Software And Safety Technologies

11 Of 11 Sectors Fall In Tuesday Trading As Leaders Move Together

All 11 sectors are lower in Tuesday's regular session, with Financials, Consumer Staples and Consumer Discretionary at the top of the table. The leaders are clustered rather than separated, with the first three sectors grouped within a narrow range of performance.

NVIDIA and Commvault Collaborate to Enhance Enterprise Data for AI

NVIDIA and Commvault have announced a collaboration to help enterprises improve the usability, governance, and security of data used in AI applications and agents.