The global Small Modular Reactor (SMR) market is entering a 'Golden Age' with expected growth to 700 GW and a market value of $0.5-1.5 trillion by 2050. Governments and industries are increasingly adopting SMRs as scalable, zero-carbon power sources to meet rising energy demands from AI, data centers, and industrial reindustrialization. Major investments and policy support are accelerating deployment, with key players like Rolls-Royce, TVA, and hyperscalers such as Amazon and Google signing significant offtake deals. The report highlights technological advancements, regulatory progress, and cost reductions positioning SMRs as a backbone for future decarbonized energy infrastructure.
Amazon is expected to have a 10-15% stock price upside driven by aggressive investments in AI capital expenditures and its leadership in long-term infrastructure. Concerns about excessive AI spending are overstated, as underinvestment could risk miss...
Amazon increased its stake in Marvell Technology by purchasing 170,924 shares in Q1, raising its total to 396,352 shares valued at $39.26 million. This move highlights Amazon's commitment to its AI infrastructure, as Marvell co-designs chips like Tra...
Income investors are shifting from traditional dividend stocks to NASDAQ-focused options-income ETFs that generate cash flow by selling call options rather than relying on dividends. The NEOS Nasdaq-100 High Income ETF (QQQI), Amplify CWP Growth & In...
Shopify reported Q4 2025 revenue up 30.6% YoY with strong growth in merchant solutions and B2B sales, while Amazon's Q1 2026 revenue rose 16.6% YoY, driven by a 28% growth in AWS and a booming ad business. Shopify focuses on empowering independent me...
Since January 2025, the S&P 500 has risen over 22%, largely fueled by a surge in semiconductor stocks tied to AI spending. Five companies—Nvidia, Micron, Broadcom, AMD, and Intel—account for 51.6% of the index's gains, highlighting a narrow market ra...
