Data center and AI buildouts are creating opportunities for companies like Vistra, Oklo and Bloom Energy. Given the resurgence of nuclear energy, Cameco’s uranium business appears to be well positioned. Infrastructure provider Enbridge has a pipeline network long enough to circle the Earth more than once. 10 stocks we like more than Oklo › Energy…
TotalEnergies has signed a 21-year power purchase agreement (PPA) with Google to deliver 1 terawatt-hour of certified renewable electricity from Citra Energies’ planned solar project in northern Malaysia. The long-term contract is equivalent to about 20 megawatts of capacity and will directly support Google’s data center operations in the country. The solar plant, located in…
We came across a bullish thesis on Fluence Energy, Inc. in Oguz Erkan’s Capitalist Letters Substack. In this article we will summarize the bulls’ thesis on FLNC. Shares of Fluence Energy, Inc. were trading at $19.39 on December 1. FLNC’s Forward P/E was 93.46 according to Yahoo Finance. Microvast (MVST) Hits New Record on China’s…
Daniel Prudek / iStock via Getty Images NextEra Energy (NEE) is acquiring Symmetry Energy for $800 million and plans to reopen the Duane Arnold nuclear plant by 2029. NextEra trades at 26.7 times P/E and offers a dividend yield of 2.7%. GE Vernova is up 335% since March 2024 due to turbine demand driven by…
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is one of the Overlooked Tech Stocks to Invest In. On October 31, 2025, Evercore ISI increased its price target on Allegro MicroSystems, Inc. (NASDAQ:ALGM) from $37 to $49, while maintaining an “Outperform” rating. The company’s bullish stance reflects strong automotive and data center cycles, and Evercore highlights the stock as…
Wall Street 24 hours a day, 7 days a week. The CEO of AMD (AMD) predicts the company will capture a double-digit share of the data center AI market within three to five years. AMD expects its data center business to grow 80% annually and reach $1 trillion in revenue by 2030. AT&T (T) moved…
Bank of America is betting on Qualcomm’s momentum by raising its price target from $200 to $215 and maintaining its buy rating. The analyst stated that Qualcomm posted a “solid quarter with revenue increasing 10% versus the Street’s 5.1%, driven by QCT growth of 13.2% versus the Street’s 7.7%.” The analyst note said that: QCT’s…
Markets enter November after a strong end to October, and U.S. stocks closed higher on Friday as the S&P 500 ($SPX) (SPY), Nasdaq and Dow posted gains driven by impressive tech gains and optimism around potential Federal Reserve rate cuts. Amazon (AMZN) rose more than 10% on its gains, helping offset declines in Microsoft (MSFT)…
AMD is a distant second to Nvidia in the data center GPU space. In recent quarters, the company’s products are starting to gain traction. If AMD maintains its momentum, it could become a much more valuable company in a few years. 10 stocks we like better than Advanced Micro Devices › Advanced microdevices (NASDAQ:AMD)Better known…
Qualcomm (QCOM) is entering the field of artificial intelligence (AI), a space dominated by Nvidia (NVDA) and Advanced Micro Devices (AMD). Qualcomm, long known as a dominant player in smartphone chips, launched two new AI-focused accelerators aimed at the data center market. The company’s announcement of its AI200 and AI250 accelerators sent its shares soaring…
