Defense Tech, Nuclear Power & AI

Defense stocks are bifurcating: The underperforming have-nots are the big DOD contractors, with meager share price gains so far this year, if any. The outperforming haves are innovative defense tech companies redefining not only how war is waged in the AI era but how the DOD procures its weapons systems. Jackie discusses the investor excitement over defense tech. … Also: Nuclear energy is having its day in the sun, again. Trump is all for it, and even European nations are warming to the notion of reviving their nuclear energy industries. … And: If you fear AIs programmed for self-preservation at all costs, stay clear of Claude.