In a year defined by AI momentum and infrastructure reboots, two companies—Advanced Micro Devices (AMD) and Oklo—are making waves for very different reasons. AMD continues to capture market share in the semiconductor landscape, riding demand for its AI chips, while Oklo, a nuclear energy startup, has surged on promising developments in clean power for the AI age. Together, these stories offer a snapshot of a tech-fueled economy expanding at both the silicon and energy levels. Victor Grant, a senior financial analyst at Horizon28, breaks down what’s propelling each company—and the caution signs beneath the headlines. AMD: Expanding in AI, With...
March 2, 2026March 2, 2026