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Microsoft's nuclear power agreement highlights the increasing demand for nuclear energy, with uranium mining stocks and nuclear energy concept stocks showing strong momentum.
The Three Mile Island agreement signed between microsoft and nvidia has directly exposed the huge potential demand for nuclear energy, causing nuclear energy concept stocks and uranium stocks to soar. Nuclear energy company Vistra still tops the S&P 500 large cap leaderboard, with a cumulative increase of over 209% so far this year, surpassing nvidia's 149.4% increase. Analysts predict that with the increase in demand for electrical utilities from data centers and other large energy consumers, nuclear energy demand may further increase.
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Prominent Wall Street short sellers: Investors should focus on defensive stocks earnings and wait for clearer employment data.
Morgan Stanley maintains a neutral stance on defensive stocks related to cyclical sectors in the economy, waiting for 'clearer' employment data. The bank believes employment data is a key driving factor for the year-end stock market.
Is nuclear power the ultimate goal of AI? Technology giants are falling one after another, and concept stocks surged more than 20% overnight.
The International Energy Agency (IEA) report states that if fully integrated with ai, taking Google search as an example, its electrical utilities consumption may increase tenfold. Faced with such a huge energy demand, technology giants have all pointed to the same solution, which is artificial sun - nuclear fusion.
US stocks are digging for gold | Microsoft's 'cash power' stimulates the nuclear power sector to soar! CEG skyrocketed over 22% overnight, VST rose over 16%; annual increase reached 200%, surpassing Nvidia! American fast food chain CAVA's stock price hits
It is worth noting that VST's year-to-date increase has exceeded 182%, CEG's cumulative increase exceeds 119%, and NRG's cumulative increase exceeds 70%. At the same time, other electrical utilities stocks are also benefiting, with the public service enterprise group rising by nearly 4%, a year-to-date increase of up to 45%; exelon rose by more than 2%, reaching a new all-time high in stock price.
Harvesting the wool of negative electricity prices! There is a major transformation happening in the global electrical utilities market...
①Nowadays, when some consumers use electricity, they often can also earn money; ②During most of this spring and summer, Dutch resident Jeroen van Diesen has been 'rewarded' by using electricity.
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