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Matt Phillips
Posts
Space, drone, and satellite stocks continue their Iran war-driven rally
They’ve outperformed since the start of hostilities.
Oklo surges after receiving approval for next phase in the construction of its first reactor
The DOE gave a thumbs-up on a preliminary safety design for the company’s Aurora project, on which it broke ground in September.
Sandisk and memory stocks rip ahead of Nvidia CEO’s speech
When Jensen Huang has talked in the past, some good things have happened.
Bitcoin’s push toward $74,000 leads crypto-linked stocks higher
On Monday, bitcoin is trading at some of the highest levels since the start of the war in Iran.
Oil settles Friday at highest level since start of war
West Texas Intermediate was up 8.6% this week.
Memory stocks rebound off last weeks losses
A bit of a snapback.
Bitcoin bounce lifts crypto stocks
There’s been a bit of a rebound in bitcoin despite the Mideast chaos and war.
US chemical stocks soar as global competitors lose access to Mideast gas
American chemical companies may reap windfall gains, as European and Asian competitors suffer from their reliance on natural gas from the Gulf.
Palantir announces slew of defense- and security-themed partnerships
Partnerships with Nvidia, Centrus, and GE Aerospace were announced in conjunction with Palantir’s annual conference built around its artificial intelligence software platform.