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  • Matt Phillips

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Oklo says it’s partnering with Nvidia, sending the stock up

Oklo shares ripped early after the pre-revenue researcher and developer of small modular nuclear reactors announced a collaboration with Nvidia.

ServiceNow dives after reporting sequential decline in profit margins

Here’s what the SaaS giant — which has been badly battered by AI-related worries this year — said in its report.

GE Vernova and Vertiv are giving us a glimpse into the future of the AI boom

GEV’s backlogs are bursting at the seams. One analyst told us he thinks that by the end of this year, GEV could be completely sold…

GE Vernova, top AI energy play, rises after Q1 report

Here’s how the turbine maker did in Q1.

Vertiv drops after offering uninspiring Q2 guidance, overshadowing solid Q1 beat

The maker of electrical equipment and chip-cooling systems for data centers has become a bellwether of the AI build-out.

Oracle is on track for its best week since 1999

The stock is up for its fifth straight session after announcing a collaboration deal with AWS.

Oklo pacing for big week, helped by risk-on appetite and Trump policy directive

The revenue-free retail favorite was up more than 30% through Wednesday’s close.

Investors are piling into “heavy assets, low obsolescence” stocks they hope can’t be clobbered by AI

Ritholtz’s Josh Brown says so-called HALO stocks are “the trade of the year,” as Wall Street keeps bidding up stocks that it thinks AI won’t…