Nuke stocks up on AI excitement

For most of humanity, the thought of “nuclear-powered AI” sends a shiver down the spine. But the stock market is all for it! Just check out the list of top performing S&P 500 stocks this year. Just behind established AI plays — Super Micro Computer and Nvidia, you’ll find Constellation Energy, the largest operator of nuclear plants in the U.S. NRG Energy, which also operates nuclear plants, isn’t far behind. Bloomberg reports that CEO of power distributor Exelon — which spun off Constellation in 2022 — says in the Chicago area alone, AI could drive a 900% jump in demand for energy from data centers.

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Luke Kawa32m

T1 Energy spikes on record call buying after Situational Awareness reveals 3.6% stake

T1 Energy is soaring after a 13F filing released this morning showed Situational Awareness held a 3.6% position in the solar and battery storage company at the end of Q1.

The position makes the hedge fund one of the 10 biggest owners of T1, according to data compiled by Bloomberg.

Situational Awareness has become a closely followed fund because of how well it’s done in the AI era and who it’s run by: former OpenAI researcher Leopold Aschenbrenner, who’s only in his mid-20s!

(In fact, there was much consternation across X on Friday that the fund’s 13F wasn’t released ahead of the weekend.)

Call volumes in T1 are absolutely exploding as traders look to play follow-the-Leopold: they’re running at 52,501 less than 90 minutes into the trading day, already a one-day record for the stock.

Luke Kawa

54m

Nvidia: Too big to excite?

The chip designer has transformed from a high-beta leader to a low-beta laggard within the AI theme it created.

Helena Cheng2h

Regeneron sinks as Phase 3 skin cancer treatment trial fails

Regeneron is sinking in premarket trading after announcing its late-stage skin cancer treatment failed to meet its primary goal in a Phase 3 trial.

The pharma giant reported no statistically significant improvement in progression-free survival for patients with advanced melanoma. This late-stage trial failure could be a blow to Regeneron’s oncology expansion strategy, where it hoped to challenge competing treatments like Merck’s Keytruda.

The clinical setback is triggering immediate price target cuts across Wall Street from the likes of BMO Capital, Citi, RBC Capital, Evercore ISI, and Leerink Partners.

“This was to be the defining catalyst of 1H26, with share sentiment inextricably tied to this release,” BMO Capital analyst Evan David Seigerman commented in a note, per Bloomberg.

Seeking to shift investor sentiment, Regeneron announced a major collaboration with Parabilis Medicines, paying $125 million up front with the potential for up to $2.2 billion in milestone payments to combine its antibody platform with Parabilis’ peptide technology.

Helena Cheng3h

LiveRamp surges on $2.54 billion all-cash buyout by Publicis Groupe and Q4 earnings results

LiveRamp’s shares are surging in premarket trading following an announcement over the weekend that French advertising company Publicis Groupe will acquire the data collaboration platform for $38.50 per share in an all-cash deal. The transaction values LiveRamp at a total equity value of $2.167 billion.

The buyout marks a massive consolidation in the advertising technology space. Under the terms of the agreement, Publicis will fund the acquisition using cash on hand and debt. The transaction has been unanimously approved by both boards of directors and is expected to officially close by the end of calendar year 2026, subject to regulatory and shareholder approvals.

“This transaction reflects the strength of our business, the value of our platform and the strategic role LiveRamp plays in an AI-driven market,” Scott Howe, CEO of LiveRamp, commented in the statement.

Following the news, LiveRamp also delivered Q4 results for its fiscal year 2026. Total revenue for the quarter rose 9% year over year to $206 million. Growth was driven primarily by subscription revenue, which also jumped 9% to $158 million.

For full fiscal year 2026, net cash provided by operating activities reached a record $168 million. LiveRamp repurchased approximately 7.1 million shares for $194 million during fiscal 2026, leaving $262 million in remaining capacity under its current share authorization program.

Max Knoblauch3h

Ford’s energy rally revs up again on 5-year supply deal with EDF

Ford’s energy rally — which last week saw it log its best trading day since March 2020 and add about $10 billion in market cap before paring gains on Friday — appears to be kicking off again.

On Monday, the company’s energy business announced a five-year supply deal with a subsidiary of EDF.

Under the deal, Ford will provide EDF power solutions North America with up to 4 gigawatt-hours of battery energy storage systems per year for five years beginning in 2028.

Ford shares were up 6.8% in recent premarket trading on the announcement.

Both Tesla and GM operate similar energy storage businesses, giving the automakers some level of exposure to the AI data center trade. Last week, Morgan Stanley wrote that “there is a fairly high likelihood that Ford signs an [energy storage system] supply agreement with large commercial customers, and potentially hyperscalers, over the next few months.”

Ford Energy and EDF power solutions North America Announce Five-Year Framework Agreement

Under the deal, Ford will provide EDF power solutions North America with up to 4 gigawatt-hours of battery energy storage systems per year for five years beginning in 2028.

Ford shares were up 6.8% in recent premarket trading on the announcement.

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