breaks down the afternoon trends that will move stocks tomorrow, exploring AI's impact on the grid, Palantir's technology, and more.joins the show to break down the trading day's biggest stories, including GameStop's rally on Roaring Kitty's upcoming livestream. In an exclusive interview with Yahoo Finance's, Palantir CEO Alex Karp explains how the company's AI technology is offering value to customers and investors.
But of course, there's also a lot of talk about grid security, sort of around the country and resiliency and whether it's going to be able to keep up with this.So we wrote a note last week that was inspired by a report from CT, which is the Electric Reliability Council of Texas.Uh And like your other guests, probably we've written a lot about the potential for a ID centers to tax the energy grid.
And we're very bullish on the potential for nuclear technology, particularly small modular reactors that help create baseload clean energy across the country. And I thought this particular study was alarming just because you get to these, this potential negative reserve margin scenario that's very, very dangerous for, for their grid and for the country.
Certainly, you know, we cover a company called a Maresco uh that basically a clean tech integrator that should benefit, you know, uh although they're not quite seeing demand from data centers yet that we're seeing some early signs from that same thing for a company we cover called fluence that hasn't really seen yet that, that data center demand, but they're starting to see the inklings of it.
But I think this is just to say that over the last week, we've really seen a little bit of softer data in the labor market, not crazy soft, but the market has liked soft data.Maybe if we come in soft, maybe that's what the market wants or maybe it wants a strong labor market.So how are, you know, we that increase, which is interesting to see it has been interesting to watch.We know these odds move a lot.Not a lot of data.
And the Reddit account that's attached to Ro and Kitty just posted after the close, that, that position that he has is now up over 500 it's at about $580 million.We're gonna, does he still have a fundamental case to make for gamestop? Where how do you manage an emergent natural resource called large language model models in a way where you actually get value, meaning you can transform your enterprise, you can change the margins, you can turn non technical people into technical people on the battlefield.