BWX Technologies (NYSE:BWXT) Jumps 3.9% This Week, Though Earnings Growth Is Still Tracking Behind Three-year Shareholder Returns
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).
Peering Into BWX Technologies's Recent Short Interest
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Barclays Maintains BWX Technologies(BWXT.US) With Sell Rating, Maintains Target Price $90
BWX Technologies (BWXT) Receives a Sell From Barclays
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Deutsche Bank Maintains BWX Technologies(BWXT.US) With Buy Rating, Raises Target Price to $130
Maxim Group Maintains BWX Technologies(BWXT.US) With Buy Rating
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BTIG Maintains BWX Technologies(BWXT.US) With Buy Rating, Raises Target Price to $140
Baird Maintains BWX Technologies(BWXT.US) With Buy Rating, Raises Target Price to $166