AI consumes more electricity? Current forecasts are too conservative! The US Energy Department predicts that the electrical utilities demand from datacenters will grow approximately 2-3 times by 2028.
Considering the growing demand for AI Servers, the US Energy Department predicts that from 2023 to 2028, the Electrical Utilities demand of Datacenters in the United States is expected to grow by 13-27% each year, higher than the 15% forecasted by many Institutions.
AI will continue to "promote" in 2025, and these Nuclear Power stocks are favored by Wall Street.
① At the beginning of the New Year, Nuclear Power stocks surged rapidly driven by new Trade activities, and Wall Street Analysts expect promising future growth propelled by the AI boom. ② UBS Group Analysts predict that Nuclear Power stocks such as Constellation Energy, Vistra, and Talen Energy will see an average increase of 29% by 2025 due to surging AI-related Electrical Utilities demand.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
Anfield Energy Provided Update On Proposed Plan Of Arrangement
Why Uranium Energy Stock Popped on Thursday
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Express News | The US stock Nuclear Power stock CEG surged nearly 6%, receiving a 1 billion dollar Energy agreement from the USA.
U.S. stock market movements | Uranium mining stocks and Nuclear Power stocks generally rose, with Uranium Energy (UEC.US) rising over 10%.
Uranium mining stocks and Nuclear Power stocks generally rose, as of the time of writing, Uranium Energy increased by more than 10%.
Technology giants are competing to deploy! By 2025, Nuclear Power stocks are expected to break through and may become the next battleground for AI.
The horn of the AI era has sounded, and technology giants are laying out their strategies, while the trend of 'cross-border' is becoming increasingly strong.
Even opponents can be a boost! Trump may still ultimately be Bullish for clean Energy?
① For a long time, Trump has had a contentious relationship with the NENGYUANHANGYE in the USA; ② however, some industry insiders indicate that Trump's ascendance may not only bring Bearish impacts for the clean energy sector...
Is It Worth Investing in Uranium Energy (UEC) Based on Wall Street's Bullish Views?
Looking Into Uranium Energy's Recent Short Interest
Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
Uranium Energy Initiates and Terminates Stock Offering Agreement
Express News | Uranium Energy Corp: Entered at Market Offering Agreement, May Offer & Sell Shares of Common Stock Offering Price of up to $300 Mln From Time to Time
Options Corner: Play Both Sides Of Uranium Energy With A Long Straddle
Uranium Energy Corp to Speak at Goldman Sachs Energy, CleanTech & Utilities Conference
AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.
① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.
Top Picks for 2025 in Healthcare, Consumer, Tech, Industrials, Energy and More
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.