J.P. Morgan Forecasts Lower Oil Prices in Trump's Upcoming Term
Cameco Shares Are Trading Higher After RBC Capital Maintained an Outperform Rating on the Stock and Raised Its Price Target From C$75 to C$90.
RBC Capital Maintains Outperform on NexGen Energy, Raises Price Target to C$15
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Centrus Energy To Invest An Additional ~$60M For This Effort Over The Next 18-Months To Lay The Groundwork To Support A Potential Large-Scale Expansion Of Uranium Enrichment At The Centrus' American Centrifuge Plant In Piketon, Ohio
Jim Cramer: Coinbase Is A 'Winner,' Suggests Buying This 'Hated' Big Pharma Stock
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joemamaa : nice