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Vanguard Utilities ETF Newsroom
Insider Trades: Notable Buys and Sells by Significant Shareholders, Executives and Directors
Morgan Stanley Maintains Overweight on Vistra, Raises Price Target to $169
Vistra Analyst Ratings
Southern Analyst Ratings
NextEra Energy Analyst Ratings
Duke Energy Analyst Ratings
Unpacking the Latest Options Trading Trends in Vistra
American Electric Power Analyst Ratings
As Trump Backs 'Drill Baby, Drill,' His DOGE Co-Lead Elon Musk Believes 'All Energy Generation Will Be Solar' — Here's What UBS Recommends After Election Dip
Talen Energy Rallies After Requesting FERC Rehearing on Rejected Amazon Power Pact
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).
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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.
Looking At Vistra's Recent Unusual Options Activity
The usa offshore wind project is hindered, with industry experts predicting that the usa will complete less than half of its emissions reduction target by 2030.
① The global offshore wind power projects are likely to fail to achieve the previously ambitious goals due to soaring costs, project delays, and insufficient supply chain investment; ② The International Renewable Energy Institutions estimate that the global installed capacity of offshore wind power will fall short of the target by one-third, while other institutions believe that the usa will not be able to achieve half of its emission reduction targets by 2030.
Trump's inauguration has sparked a wave of anti-esg, but it does not hinder the continued bullishness of asset management giants on this energy transition sub-industry.
After seeing wind energy and cecep solar energy stocks plummet within hours of Trump's election win, asset management companies are turning their attention to a sector of green transformation that will ignore the incoming president's anti-esg agenda: the power grid.
Utilities Want Trump to Keep Clean Energy, EV Tax Credits, Edison CEO Says