Elon Musk may have just made the SMR nuclear power industry irrelevant.SpaceX is planning to IPO, and this could be bad news for Oklo (OKLO +1.45%). Shares of the start-up atomic technology stock fell more than 6% in early trading Thursday before finding their footing. As of 2:25 p.m. ET, Oklo stock is back in the green and up 1.5%.But these gains may not last. SpaceX's AI ambitionsWhy not? The answer goes straight back to why Oklo stock (presumably) tanked this morning.Yesterday evening, Ars Technica confi ...

Market Impact of Government Shutdowns - Government shutdowns theoretically impact the stock market by reducing spending power for up to 900,000 people, leading to decreased consumer spending [1] - Historical data shows that the last six shutdowns did not negatively affect the stock market, with an average rally of 1% following shutdowns, creating a cycle of complacency among investors [1] Speculative Bull Market Dynamics - The current speculative bull market is characterized by a surge in interest for stocks related to data centers, biotech, and emerging technologies, with a notable absence of profit-taking [1] - The "post-Liberation Day" rally has been a significant driver of market strength, with major indices like the S&P 500 rising from a low of 4,982 to a recent close of 6,715 [1] - The market's resilience is attributed to a shift in investor sentiment, where every dip is viewed as a buying opportunity, leading to a new generation of buyers focused on high-risk, high-reward stocks [1][2] Notable Stock Performances - Companies like Palantir and Rigetti have shown dramatic stock price movements, with Palantir rising from around $40 to $173, while Rigetti surged from $0.70 to $40 [2] - Other notable stocks include Oklo, D-Wave Quantum, IONQ, Bloom Energy, and Joby, all experiencing significant price increases over the past year [2] Nvidia's Market Position - Nvidia is highlighted as a key player in the current market, with its stock being described as the "greatest stock of all time," despite skepticism from some investors [2] - The company's performance is linked to the broader trend of artificial intelligence and its applications across various industries, positioning it as essential for tech giants like Meta, Alphabet, and Microsoft [2] Investment Strategy Recommendations - Investors are advised to take profits when stocks have significantly appreciated, suggesting a balanced approach to capitalize on the current market conditions while mitigating potential losses [2]

Company Valuation - SpaceX is considering a deal that would value the company at approximately $400 billion [1] Financial Strategy - SpaceX is discussing plans to raise money and sell insider shares [1]

SpaceX is discussing plans to raise money and sell insider shares in a deal that would value Elon Musk’s rocket and satellite maker around $400 billion, people familiar with the matter said. https://t.co/bTabJNhT4C ...