AI is going nuclear — literally.

We’re not just talking about sky-high spending from tech giants. A Trump-backed plan to boost US energy infrastructure includes reviving a long-shuttered enrichment plant in Kentucky. Private firms like Thiel-backed General Matter say they’ll help power AI — with nuclear fuel from a site still labeled toxic by the EPA.

In other words, the government still wants to sell us on the nuclear future, with the hazmat suit sold separately.

Finally, read to the end for a sector that’s been left behind in the bull run…

— Brooks & Cas

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$AMZN ( ▲ 0.2% ) Amazon Will Offer OpenAI Models to Customers for First Time (Bloomberg)

$SNAP ( ▲ 2.66% ) Snap shares plummet 15% after weak second-quarter revenue metric (CNBC)

$MTCH ( ▼ 1.15% ) Match Group Sees Progress on Tinder Turnaround With Gen Z (WSJ)

$OPEN ( ▲ 19.24% ) Opendoor’s stock is tanking after earnings. Bulls are pushing for this long-shot fix to the company’s woes. (MarketWatch)

$MCD ( ▼ 0.07% ) McDonald’s says its focus on value -- and a must-have Minecraft meal -- boosted second-quarter sales (AP)

CNBC: Trump doubled tariffs on India to 50%, citing its continued purchases of Russian oil as justification.

Fortune: Spending on AI data centers has grown so large it now rivals two-thirds of US GDP, raising fears it could destabilize the broader economy.

AP: RFK Jr. is canceling $500M in funding for mRNA vaccine projects, citing concerns and prioritizing alternative vaccine strategies.

Reuters: Google $GOOGL ( ▼ 0.2% ) committed $1B over three years to support AI training and tools at US colleges and nonprofits.

WSJ: Adriana Kugler’s early exit from the Federal Reserve gives Trump a fresh chance to tighten pressure on Fed Chair Jerome Powell.

As shares of Sirius XM $SIRI ( ▼ 0.78% ) sold off on disappointing earnings, Warren Buffett’s Berkshire Hathaway bought another five million shares of the satellite-radio company, bringing the firm’s total holdings to nearly 125 million.

So far, the firm’s bet has not paid off. Sirius XM slid by 58% in 2024, the year Berkshire established its position. And it has continued to fall sharply since the aforementioned earnings, too, tumbling more than 8% over the past 5 days.

In other words, Berkshire’s position has lost some battles. Can it still win the war?

As Sirius XM warns of a tough advertising market amid economic uncertainty, analysts at Evercore ISI $EVR ( ▼ 1.0% ) remain bullish, writing in a note to clients on Friday that they see no meaningful shift in fundamentals.

Calling 2025 a “transition year” for the company, the analysts pointed to strong management at the company that “continues to execute well.”

But the company still faces both shrinking revenue and earnings amid competition from the likes of Spotify $SPOT ( ▼ 0.65% ) and Apple Music.

Buffett has never spoken publicly to justify his firm’s bullish position. What seems certain is that the company’s prospects are hard to categorize. Analysts have missed its earnings by double-digit percentages in each of the last four quarters.

Over the last few months, financial titans such as Morgan Stanley $MS ( ▲ 0.1% ), Bank of America $BAC ( ▲ 2.09% ), and Goldman Sachs $GS ( ▲ 0.03% ) have scooped up over 3 million combined shares of $SIRI.

All told, 252 major financial institutions increased their stake in Sirius XM over the last quarter. However, another 256 trimmed their position. It’s rare to see such an even divide on a stock.

Time will tell whether Sirius XM turns out like Berkshire’s stake in IBM $IBM ( ▼ 0.11% ), a bet on a turnaround that doesn’t materialize — or if it’s more like Buffett’s investment in Apple $AAPL ( ▼ 0.3% ), a bet that paid off in spades.

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CNBC: The good news: OpenAI will provide ChatGPT Enterprise to US federal agencies for $1 over the next year in a new government partnership.

AP: The bad news: a study revealed alarming interactions between ChatGPT and young teens, including composing suicide notes and restrictive diets.

Bloomberg: Swiss President Karin Keller-Sutter is expected to leave Washington without securing a reduction in tariffs.

CNN: Claire’s filed for bankruptcy for the second time, citing debt, falling mall traffic, and tariff-related import costs.

WSJ: What’s behind Palantir’s $PLTR ( ▼ 1.77% ) eye-popping 600% 12-month rise?

Is healthcare flatlining?

Or maybe Big Pharma fundamentally can’t compete with trillion-dollar market caps?

Are you bullish or bearish on Hyatt Hotels $H ( ▼ 0.42% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish