Nuclear power is gaining momentum! The concept stocks of small nuclear reactors continue to soar, with this US stock rising more than 140% in six days.
Yesterday, the US nuclear power stocks closed with mixed gains and losses, but small nuclear reactor concept stocks continued to soar. Nano Nuclear Energy rose by over 34%, Oklo surged by over 22%, and NuScale Power increased by over 4%.
GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
Big Tech Driving Gains in Nuclear Power Companies: Societe Generale
Micron Added as New Short Idea: Hedgeye
10 Information Technology Stocks With Whale Alerts In Today's Session
Goldman's High Growth Investment Ratio Stocks: EA, AMZN, FANG, Etc
United Airlines Holdings Analyst Ratings
Looking At Vistra's Recent Unusual Options Activity
Goldman Sees S&P 500 Companies Accelerating Cash Spending by 11% in 2025
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Q3 Earnings Season 'off to a Good Start' as Profits, Revenue Rise, Oppenheimer Says
US nuclear energy stocks have begun the road to a comeback! AI datacenters need to be "fed" by nuclear power.
Last week, multiple nuclear energy stocks in usa skyrocketed to record highs, with the first batch of small modular reactors (SMRs) accelerating deployment in the USA; Google, amazon, and other companies have reached milestone electrical utilities supply agreements with nuclear energy companies, driving this upward trend; Signs indicate that the nuclear power industry's recovery is accelerating, and they will be used to meet the massive electrical utilities demand of ai.
Micron, Qualcomm Seen 'in Limbo' Going Into Earnings: Barclays
10 Stocks That Are Well Positioned for Robust Growth According to SA Metrics
Constellation Energy Analyst Ratings
Earnings Week Ahead: TSLA, GE, GM, KO, PM, LUV, AAL, VZ, T and More
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
Several nuclear power stocks surged to a record high, with AI driving the "nuclear power renaissance".
Small modular reactors (SMRs) operators are confident in the future, believing that the entry of technology giants is a "game changer." However, the market still has doubts about SMRs and even the entire nuclear energy industry, "any experimental nuclear technology destined to achieve safe and reliable commercial operation is bound to be a bumpy road".