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.
SA Sentiment: Nuclear Wins as the Best Alternative Energy Source
"Power-hungry" AI: The electricity consumption of a single datacenter "exceeds that of a city, or even a state."
Analysts say that in the short term, it is difficult for AI datacenters to rely solely on wind power, so they are forced to use henry hub natural gas. But what is even worse than the shortage of electrical utilities is that the scale of datacenters has already reached the "limit of existing infrastructure".
Why Uranium Energy Corp. Rallied This Week
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).
Iran Agrees To Stop Producing Near Bomb-Grade Uranium; IAEA Reports Iran's Enriched Uranium Stockpile Grows to 6,604.4 KG; Discusses Stopping Further Expansion of 60% Enrichment Beyond 185 KG Amid Conditional Agreement on Additional IAEA Inspectors
How Trump's Second Presidency Could Fuel -2-
Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.
Right For Malaysia's Energy Transition To Include Nuclear
Russia's 'uranium restrictions', nuclear power stocks surge, hedge fund king Griffin provides assistance: I have invested in nuclear power, this is the future
Russia's restriction on the export of concentrated uranium to the usa may pose supply risks to the utilities operating american reactors, which supply nearly one-fifth of the usa's electrical utilities. Last month, Griffin participated in a $0.5 billion financing for the small modular reactor (SMR) developer X-Energy, led by amazon.
Russia Restricts Uranium Exports to US Amid Escalating Trade Tensions
Uranium Energy Corp (UEC)'s Strategic Moves: Dominating the U.S. Uranium Market
Uranium Prices Rise After Russia Temporarily Limits Supplies to U.S.
U.S. stocks related to uranium rose collectively.
Gelonghui, November 15 | Uranium energy (UEC.US) rises over 10%, Ur-energy (URG.US) rises over 8%. On the news front, Russia has imposed a retaliatory uranium ban on the usa.
Express News | Uranium Energy up 10.6%, Ur-Energy up 6.4%
Shares of Uranium Stocks Are Trading Higher Following a Report Suggesting Russia Has Imposed Temporary Restrictions on the Export of Enriched Uranium to the US.
Appalachian Power Explores Small Modular Reactors To Meet Future Energy Demand In Virginia
Biden Administration Unveils Plan to Triple Nuclear Energy Capacity by 2050
Uranium American Gets Set With Promising Uranium Plays in US
Roth MKM Maintains Uranium Energy(UEC.US) With Buy Rating, Raises Target Price to $10.5