.TX6C S&P/TSX 60 Capped Index
- 1631.850
- +12.030+0.74%
New Strategy? Cathie Wood's ARK Purchases Shares in Futu, Significantly Increased Its Stake in AI Healthcare Company Tempus AI and Sold Off Shopify
Cathie Wood's ARK ETF announced the daily Trade details for Tuesday, December 17, 2024.
AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.
① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.
Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.
① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.
AI is driving up the demand for Electrical Utilities! According to Morgan Stanley, the market has underestimated niche areas such as Fuel Cell Energy and Bitcoin mining sites.
Morgan Stanley believes that the reutilization of Fuel Cell Energy and Bitcoin mining sites will provide new Energy solutions for Datacenters. Technologies for Electrical Utilities transmission and grid enhancement are crucial for the efficient and safe electricity use of Datacenters, and it is recommended to pay attention to power generation facilities such as Nuclear Power located near Datacenters. Legislative proposals in Texas may promote the construction of Henry Hub Natural Gas power plants, and the new Trump administration will take measures to support the growth of AI infrastructure.
RBC Capital Maintains Sector Perform on Bank of Montreal, Raises Price Target to C$133
CIBC Upgrades Bank of Montreal to Outperformer, Announces C$150 Price Target
Bank of Montreal Analyst Ratings
BMO Capital Maintains Outperform on Royal Bank of Canada, Lowers Price Target to $193
Royal Bank of Canada Analyst Ratings
National Bank of Canada Analyst Ratings
BMO Plans Share Buyback Program, Targeting 20M Shares Over One Year
Bank of Montreal Q4 EPS $1.39 Misses $1.73 Estimate, Sales $6.56B Beat $5.98B Estimate
Moody's sounds the alarm: Two major policy risks could trigger a severe correction in the US stock market!
Moody's chief economist specifically pointed out two policies proposed by Trump that could pose serious risks to the stock market, and he anticipates that the market will "consolidate."
Bank of Nova Scotia Analyst Ratings
Earnings Outlook For Bank of Montreal
Exploring Toronto-Dominion Bank's Earnings Expectations
National Bank of Canada Earnings Review: Q4 Summary
CORRECTION: Royal Bank Of Canada Boosted Its Quarterly Dividend By 4.2% To C$1.48/Share
Royal Bank of Canada FY 2024 Adj. EPS C$12.09, Inline, Sales C$57.344B Beat C$57.140B Estimate
Bank of Nova Scotia Shares Are Trading Lower After the Company Reported Worse-than-expected FY24 Financial Results.