Ep. 96 – US Goes Nuclear for Data Centers
Update: 2025-09-19
Description
Jonathan and Kai dive into the week’s biggest market moves: the US push for uranium to power AI, Santos’ $36b takeover collapse, Telix’s FDA resubmission, and Paladin’s capital raise. They also cover Micron’s surge on storage demand, Nvidia’s slowdown, and the broader AI hardware race. Commodities remain mixed, and with Fed cuts fueling momentum, both hosts stay bullish heading into next week.
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