Nuclear stocks are surging as AI power needs, Russian import bans, and NATO security shifts converge, boosting demand for uranium and defense infrastructure.
The housing market is showing signs of recovery with rising prices and a wave of M&A activity involving Berkshire Hathaway and other key players.
Nvidia CEO Jensen Huang names Marvell Technology as a future trillion-dollar company, highlighting the critical role of AI connectivity chips.
US money market assets hit a record $8.3 trillion as inflation fears and shifted Fed rate expectations drive investors away from risk assets.
OpenAI enters the humanoid robotics market, setting up a high-stakes competition with Tesla's Optimus program and changing the sector landscape.
