Is BWX Technologies (BWXT) Outperforming Other Computer and Technology Stocks This Year?
s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
Trump is about to return to the White House, and Bernstein is bullish on U.S. defense stocks against the trend.
Investors have reason to be optimistic about the stocks of usa defense contractors.
SA Sentiment: Nuclear Wins as the Best Alternative Energy Source
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).