What's Going On With Meta Platforms Stock Wednesday?
Meta falls 2% amid broader tech sell-off, higher yields, and energy pressure. Technicals stay bullish despite cooling momentum.
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Oklo Inc. (NYSE: OKLO) stock is down about 5% on Wednesday. The decline appears tied to broader market pressure and profit-taking, not a new company announcement.
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Meta falls 2% amid broader tech sell-off, higher yields, and energy pressure. Technicals stay bullish despite cooling momentum.
D-Wave Quantum and Rigetti Computing are both early-stage quantum computing companies with significant cash burn and unproven commercial roadmaps. D-Wave shows stronger revenue growth at 180% YoY ($24.6M) with increasing commercial adoption, while Rigetti has lower revenue ($7.1M, down 34% YoY) but received a potential $100M government contract. The author recommends Rigetti for long-term investors seeking a potential home run due to its technological prowess and deeper government support, despite both companies trading at high valuations with negative earnings.
The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.
Needham analyst Sean Milligan initiated Standard Nuclear coverage with a Buy rating and $18 price target, citing its early TRISO supplier advantage.
Centrus Energy shares surged 8.8% to $153.88 following a definitive multi-year contract to supply High-Assay Low-Enriched Uranium (HALEU) to Antares Nuclear. The rally was supported by broader industry sentiment strengthened by Google-Constellation Energy's nuclear capacity agreement and Vistra's $4.2 billion DOE loan commitment. However, earnings estimate revisions have remained flat over 30 days, which may limit further upside momentum.
U.S. stocks climbed as the Fear & Greed Index reached neutral at 47; the S&P 500 hit a record, while Constellation Energy surged 12%.