J.P. Morgan Forecasts Lower Oil Prices in Trump's Upcoming Term
RBC Capital Maintains NexGen Energy(NXE.US) With Buy Rating, Raises Target Price to $10.74
RBC Capital Remains a Buy on NexGen Energy (NXE)
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).
Raymond James Maintains NexGen Energy(NXE.US) With Buy Rating, Raises Target Price to $9.66
NexGen Energy Price Target Raised 11% to A$15.20/Share by Euroz Hartleys