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Is AI nuclear power dangerous? The proposal to increase power supply for the amazon datacenter was rejected, causing a major drop in US nuclear power stocks.
The U.S. Federal Energy Regulatory Commission (FERC) voted last week to reject nucleosynthesis operator Talen Energy's plan to increase power supply to Amazon datacenters, causing the company and other U.S. nuclear power companies' stocks to plummet significantly on Monday. Constellation Energy's stock fell by as much as 13% on Monday, while Talen's stock price dropped by a maximum of 8.6%, and Centrus Energy dropped by around 22%. OKLO, held by OpenAI CEO Sam Altman, also dropped by about 14.3% at one point. Analysts say FERC's decision is a significant blow to the theme of investing in nuclear power datacenters.
How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
USA election, who will win? The two main candidates are battling in the 'swing states', this guide for watching and trading is worth collecting!
This may determine the direction of the US economy for the next four years. This may determine the direction of the US economy for the next four years.
The financial reports of the 'Big Six' have been revealed. Meta and amazon are considered the winners of the AI 'burning money wave'.
Compared to other giants, D.A. Davidson is more bullish on the stock price prospects of Meta and Amazon in the next 12 months, especially the potential upside of Meta.
Research reports Spotlight | CICC: Maintain Amazon's 'Outperform Industry' rating, reducing costs and increasing efficiency to help profit margins reach new highs.
Gelonghui on November 5th｜CICC report pointed out that Amazon's total revenue in the third quarter increased by 11% year-on-year, with operating profit and net income of 17.4 billion and 15.3 billion US dollars respectively, diluted eps of 1.43 US dollars, both revenue and profit exceeded the bank and market expectations. The bank stated that Amazon Web Services' quarterly revenue increased by 19% year-on-year, although lower than some buyers' expectations of 20%-21%, it still reached an annualized volume of over 1,100 million US dollars. The bank believes that the growth rate signals are still relatively positive, reflecting short-term supply constraints, with a quarterly cloud business operating margin increasing by nearly 8 percentage points year-on-year to 38.1%, and with the integration of artificial intelligence.
IDC: The market size of China's game cloud reached $0.91 billion in the first half of 2024, a year-on-year increase of 5.9%.
International Data Corporation (IDC) has released the latest report on China's Game Cloud Market Tracking in the first half of 2024.
HK stocks fluctuate | cgn mining (01164) fell more than 4% in the morning, regulatory institutions rejected the Amazon nuclear power agreement, and the natural uranium trading market is about to enter the off-season.
cgn mining (01164) fell by over 4% in the morning session, as of the time of publication, it dropped by 2.7% to 1.8 Hong Kong dollars, with a turnover of 0.161 billion Hong Kong dollars.
Nuclear-power Stocks Slide After Regulator Rejects Plan to Power Amazon Data Center
Cathie Wood's Latest Shake-up: Dumps Palantir And Jack Dorsey's Block Along With Tesla, Buys Amazon And Meta
After being rejected by regulatory institutions, Amazon (AMZN.US) still pursues nuclear power transactions.
After the top energy regulatory institution in the usa rejected a special agreement to power the facility, amazon (AMZN.US) stated that it is committed to building a datacenter campus near a nuclear power station in Pennsylvania.
Mark Zuckerberg's Nuclear-Powered AI Ambitions At Meta Stung By Rare Bees
The results of the USA presidential election are about to be announced, how will the US stock market perform? These four scenarios are worth paying attention to!
Goldman Sachs believes the most likely outcome is Harris's election with a divided Congress (40% probability), long-term growth/nasdaq/wind power/china/global export themes will outperform large cap, defensive stocks are better than cyclical stocks.
Cathie Wood's ARK ETF Adjusts Portfolio, Buys Amazon and Coinbase Stock
Amazon Still Backs Talen Nuclear Deal After Regulator Rejection
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
Express News | An amazon spokesperson said that they are still committed to the Talen nuclear agreement. Previously, the U.S. Federal Energy Regulatory Commission rejected an important agreement between amazon and Talen Energy, which would have allowed amazon's datacent
Express News | USA regulatory institutions have blocked a special trade that would supply power to Amazon datacenters.
Amazon's a Company Investors Can 'Put Money to Work In': Analyst
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.
Express News | According to media reports, amazon has temporarily suspended shipments of the Kindle Colorsoft e-reader until after Thanksgiving. This may be due to the display screen having a "yellow" tint. In mid-October, amazon released four new versions of the Kindle