Latest news with #AI-fueled
Yahoo
16 hours ago
- Business
- Yahoo
Does Soaring AI Demand Mean You Should Buy Nuclear Energy Stocks?
Electricity demand is growing thanks to the rapid expansion of artificial intelligence. NuScale Power and Oklo are trying to develop nuclear reactors to meet these needs. The companies are far from generating any revenue, which makes the stocks risky. 10 stocks we like better than NuScale Power › Artificial intelligence (AI) is affecting sectors across the business world. Perhaps none more so than electric utilities, due to the high power needs of data centers that run AI. Stocks such as Constellation Energy have soared on this narrative shift, with shares of the utility up 634% since the start of 2022, crushing the broad market averages. Electricity for AI-fueled data centers is projected to grow by a multiple of four by 2030. In light of these projections, investors are looking at ways to play this boom in power demand, including pure-play nuclear energy stocks such as NuScale Power (NYSE: SMR) and Oklo (NYSE: OKLO). Both stocks are up more than 300% in the past 12 months due to the optimism around the growth in electricity demand worldwide. Are either of these stocks a buy to play the AI trend? Let's take a look. NuScale Power is one of the leading start-ups trying to sell small modular nuclear reactors (SMRs). The company is betting that its smaller reactors will be more affordable to utilities, and it is the only start-up to have an SMR design approved by the Nuclear Regulatory Commission (NRC). The company's SMR is water-cooled and built in a factory, which makes it modular and scalable, at least in theory. Proponents for the technology claim it will easily scale up because you can connect the reactors together to keep adding capacity. The problem with NuScale is its struggle to find customers willing to use its technology. A project in Utah was recently cancelled due to huge cost overruns, which is not a good indicator for SMR viability. The company is in the process of project planning but does not have a reactor set to debut until after 2030, and that is before considering the usual time delays that come with these infrastructure builds. No projects coming on line until after 2030 means that NuScale will not generate any significant revenue until then. That is around five years (optimistically) as a pre-revenue start-up. The company is burning around $100 million annually in free cash flow. With around $500 million in cash on its balance sheet, it is threading the needle with its burn rate as it tries to build an unproven technology, meaning it could hit liquidity concerns at some point this decade. This makes it a highly risky stock, which should go without saying as a company that does not generate any sales. There are a lot of similarities between Oklo and NuScale. Two key differences are Oklo's reactor design, which uses a liquid metal compound for cooling, and its aim to use recycled nuclear waste to help solve an issue for the industry. The companies are similar in using innovations to try to push disruption into the nuclear energy field. Another key difference with Oklo is its reactor design, which has not won NRC approval. It is unclear when the company will get clearance -- if at all -- for its reactor design, putting its plans for starting up operations sometime this decade in jeopardy. Recycled nuclear reactors have been built before, but mainly in testing environments and not for commercial use. As you may have figured out, Oklo is also a pre-revenue company and will likely not generate any sales this decade. It has only about $200 million in cash on its balance sheet, which is significantly less than NuScale, but it is going through less in free cash flow a year with a $44 million burn rate. Both these stocks have appreciated in price because of the narrative shift around nuclear energy and the need to boost electricity generation to help with AI infrastructure. As mentioned above, analysts project a huge growth in electricity demand from AI by 2030. The problem for Oklo and NuScale is that neither will have working operations by then. Electricity demand may well grow by a huge amount by 2030, but it will be met by different companies besides these two. And these stocks now trade at grossly irrational prices compared to any sort of financial projections you may have about them. Oklo has a market capitalization of $7 billion, and NuScale Power is close to $10 billion. Remember: Neither of these companies generate revenue, let alone a profit. These stocks are simply castles built in the air without solid business fundamentals. The truth is that investors should avoid them right now. Before you buy stock in NuScale Power, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and NuScale Power wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Constellation Energy. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy. Does Soaring AI Demand Mean You Should Buy Nuclear Energy Stocks? was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
03-06-2025
- Business
- Yahoo
Magnificent Seven Earnings Triple S&P Peers
Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META) and Tesla (NASDAQ:TSLA)the Magnificent Sevendrove an outsized 27.7% year-over-year earnings growth in Q1 2025, nearly triple the pace of the other 493 S&P 500 members, per FactSet. These tech and consumer-electric stalwarts delivered robust profit gains: Nvidias AI-fueled data-center demand, Metas advertising rebound and Microsofts enterprise software sales all contributed to the groups standout performance. Meanwhile, Apples Services and Teslas regulatory credits lent further momentum. In contrast, the remaining S&P 500 companies posted single-digit growth, highlighting the Sevens market leadership. Investors should care because this concentration means that overall U.S. market returns heavily depend on a handful of large-cap namesany profit miss from one could ripple through the benchmark. With year-to-date share moves of TSLA (?12.1%), AAPL (?18.8%), NVDA (+5.5%), META (+14.7%), MSFT (+9.8%), AMZN (?5.3%) and GOOG (?11%), this cohorts performance will continue to dictate sentiment as the S&P 500 kicks off June. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-06-2025
- Business
- Yahoo
Magnificent Seven Earnings Triple S&P Peers
Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META) and Tesla (NASDAQ:TSLA)the Magnificent Sevendrove an outsized 27.7% year-over-year earnings growth in Q1 2025, nearly triple the pace of the other 493 S&P 500 members, per FactSet. These tech and consumer-electric stalwarts delivered robust profit gains: Nvidias AI-fueled data-center demand, Metas advertising rebound and Microsofts enterprise software sales all contributed to the groups standout performance. Meanwhile, Apples Services and Teslas regulatory credits lent further momentum. In contrast, the remaining S&P 500 companies posted single-digit growth, highlighting the Sevens market leadership. Investors should care because this concentration means that overall U.S. market returns heavily depend on a handful of large-cap namesany profit miss from one could ripple through the benchmark. With year-to-date share moves of TSLA (?12.1%), AAPL (?18.8%), NVDA (+5.5%), META (+14.7%), MSFT (+9.8%), AMZN (?5.3%) and GOOG (?11%), this cohorts performance will continue to dictate sentiment as the S&P 500 kicks off June. This article first appeared on GuruFocus.
Yahoo
19-05-2025
- Business
- Yahoo
AI company Anthropic is on a hiring spree—but it's urging applicants not to use AI to apply to its jobs
$61.5 billion AI giant Anthropic is on a hiring spree—but no applicants can use chatbots to get a leg up in the process. The company, founded by OpenAI staffers and executives, wants to assess candidates' "non-AI-assisted communication skills." It's just one of many penalizing applicants for using the tech to get ahead in an AI-fueled hiring game. The job hunt has become an all-out tech war—with 'ghost' postings, AI interviewers, and algorithms weeding out thousands of applicants, landing a gig has become a skill. But one of the world's leading AI companies won't let applicants use the tech to apply. "While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application process," AI lab Anthropic wrote in its job postings. 'We want to understand your personal interest in Anthropic without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills.' This rule is a switch-up from the narrative that if you don't get well-versed in AI, you'll fall behind in your job and career. And it's a bit ironic that Anthropic—a company founded by OpenAI employees and executives—is curbing its own technology from being used. But its 200 job postings all require a human skill that would be clouded by chatbot output. In a statement to Fortune, an Anthropic spokesperson said they're open to updating this policy as AI tools quickly advance. But for now, the rule stands as it is. "We want to be able to assess people's genuine interest and motivations for working at Anthropic," the spokesperson said. "By asking for candidates to not use AI to answer key questions, we're looking for signals on what candidates value and their unique answers to why they want to work here.' Anthropic has been on quite a hiring spree, looking to fill roles such as machine learning systems engineers, brand designers, team managers, and partnerships leaders. The jobs vary widely in scope and how deep into the tech they are, but they all share one thing in common: no AI is allowed in the application process. At the top of every job posting, interested candidates have to check 'Yes' or 'No' to Anthropic's AI policy for applications. It's followed up by an open-ended question, seeking a 200 to 400 word response: Why Anthropic? It's a simple prompt, but one that many would probably turn to chatbots like OpenAI's ChapGPT or Anthropic's Claude to perfect. Yet the $61.5 billion technology company says it needs to 'evaluate your non-AI-assisted communication skills' to make an informed hiring choice. Anthropic's rationale that AI systems may impede its understanding of candidates' human skills is a commonly shared belief. Hiring managers in all industries have been quick to criticize applicants using the tech to get ahead—while many use it themselves in assessing candidates. While it's uncertain if Anthropic's hiring managers use the tech to optimize the talent acquisition process, many are doing it. Having to comb through thousands of applications for a single role, recruiters are leaning on AI to get by. But they aren't so amused when the shoe is on the other foot. About 80% of hiring managers dislike seeing AI-generated CVs and cover letters, according to 2024 data from CV Genius. And they're confident in being able to pick up on the automated content; around 74% say they can spot when AI has been used in a job application. That can hurt an applicant's prospects—over half of those hiring managers say they are significantly less likely to hire a candidate who used AI. Yet AI has become deeply ingrained in people's personal and work lives—even Anthropic conceded that the tech is revolutionary for its workers. They just first need to get over the human hurdles in hiring. About 57% of job candidates used the OpenAI chatbot in their applications, according to 2024 data from Neurosight. Companies are promoting it, too—around 70% of workers say their organizations have received training on how to use generative AI correctly, according to a 2025 study from Accenture. This story was originally featured on
Yahoo
15-05-2025
- Business
- Yahoo
Aleran Software's Digital Commerce Platform Is Certified by SAP as Built with SAP Business Technology Platform
Aleran's connected commerce platform helps manufacturers, wholesalers, and distributors accelerate sales and grow revenue by simplifying and orchestrating complex B2B sales MINNEAPOLIS, May 15, 2025 (GLOBE NEWSWIRE) -- Aleran Software announced today that its digital commerce platform is now certified by SAP® as built with SAP Business Technology Platform (SAP BTP), SAP's platform for the Intelligent helps mid-market B2B manufacturers, wholesalers and distributors quickly and easily orchestrate omni-channel B2B sales and commerce. It does this with an AI-fueled holistic commerce platform that simplifies complex product configuration and pricing by delivering customer portals, B2B eCommerce, end-to-end sales order management, and AI-powered catalog embedded buying - all with minimal IT support. 'Discrete manufacturers often believe their products, pricing, or go-to-market models are too complex for online selling. In fact, it's surprisingly easy to do,' said Aleran CEO Alex Sayyah. 'We've focused on making it easy to implement our cloud-based platform with minimal IT, and easy for customers to find, price and buy what they need so your sales and channel partners can focus on creating sustainable, value-driven customer relationships.' Aleran's cloud-based platform is available on the SAP Store and is purpose-built to support make-to-stock, make-to-order and engineer-to-order companies that have complex product, pricing or sales processes. Key capabilities include: Automated native configuration, order, quote management, and pricing functionality designed to accelerate the sales process. Customer portals for self-service ordering and re-ordering and viewing and managing quotes and invoices, lowering the cost of sales. Simplified and improved customer experience with AI Sales Agent and catalog-embedded buying. One global industrial and mechatronic manufacturing company with over $1 billion in sales was able to increase its average customer spend by 20% and decrease sales operations costs by over 50% by adding Aleran's digital commerce platform to complement its traditional sales processes. SAP Integration and Certification Center (SAP ICC) has certified that Aleran's digital commerce platform is built with SAP BTP, extending the capabilities of SAP S/4HANA® to orchestrate omni-channel sales through tailored B2B e-commerce features. SAP BTP helps companies connect and integrate their business processes and data with SAP and third-party applications to make well-informed decisions and meet their evolving needs. About Aleran Aleran Software provides the first holistic, all-in-one commerce platform purpose-built for discrete manufacturing, industrial distributors and wholesalers. Aleran's connected commerce platform helps manufacturers simplify, unify, and accelerate sales online, offline and everywhere they sell. Based in Minneapolis, Aleran empowers manufacturers with the ability to sell easily, efficiently, and economically by seamlessly integrating with core business technology, including ERP, CRM, and WMS systems, while also streamlining and digitizing the entire sales process. Aleran's full suite of features enables manufacturers to easily create e-commerce buying experiences for individual customers at scale, launch personalized pricing and promotion, leverage AI-enabled suggested selling, automate configurable pricing and quoting and much more. Learn more about Aleran at SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Please see for additional trademark information and notices. All other product and service names mentioned are the trademarks of their respective companies. An image accompanying this announcement is available at CONTACT: For more information, press and analysts only: Aaron Pearson Narratio for Aleran Software aaron@ 1.612.716.9228Sign in to access your portfolio
