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Generational opportunity here for power demand, says Evergy CEO David Campbell
Youtube· 2025-09-23 18:47
And right now on Power Play, we've got the exclusive both the CEO of EverG and Terap Power joining us. To my left is Terrap Power CEO Chris Lec and here on my right is Evergy CEO David Campbell. Appreciate to you both.Um, so David, I'm going to start with you. Obviously, it's your job to get the power to the people. You just heard that last segment.I heard you saw you both kind of out of the side of my eye nodding to certain things. Do we need nuclear and lots of it to make all of this occur. >> We do.We ha ...
UUUU vs. NXE: Which Uranium Stock Holds More Power for Investors?
ZACKS· 2025-09-23 16:31
Energy Fuels Inc. (UUUU) and NexGen Energy (NXE) are expected to gain from the accelerating global shift toward nuclear energy as a clean power source. UUUU, with a market capitalization of $3.6 billion, is a leading U.S. producer of natural uranium concentrate and an emerging producer of rare earth elements (REEs). Vancouver, Canada-based NexGen Energy, valued at $5.11 billion, is an exploration and development stage company, which engages in the acquisition, exploration, evaluation and advancement of uran ...
L3Harris Technologies, Inc. (LHX) Receives Multi-Year, $292M Javelin Solid Rocket Motor Contract
Insider Monkey· 2025-09-22 22:49
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Here Is What You Need To Know Before Investing In Howmet Aerospace Inc. (HWM)
Insider Monkey· 2025-09-22 22:48
人工智能能源需求 - 人工智能是电力消耗最大的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能查询 模型更新和机器人突破消耗大量能源 全球电网面临压力 [1][2] - OpenAI创始人警告人工智能未来取决于能源突破 埃隆马斯克预测明年将出现电力短缺 [2] 能源基础设施机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 公司定位为人工智能能源热潮的"收费亭"运营商 从每滴出口液化天然气中收取费用 [4][5] - 公司在美国液化天然气出口中扮演关键角色 该行业将在特朗普"美国优先"能源政策下爆发 [7] 公司业务能力 - 公司拥有关键核能基础设施资产 位于美国下一代电力战略核心 [7] - 是全球少数能执行大规模复杂EPC项目的企业 涵盖油气 可再生燃料和工业基础设施 [7] - 公司完全无负债 持有相当于市值近三分之一的现金储备 [8] 投资价值主张 - 公司除现金和投资外 交易市盈率不足7倍 [10] - 持有另一热门人工智能公司的重大股权 为投资者提供多重AI增长引擎的间接曝光 [9] - 对冲基金开始在闭门投资峰会上推荐该股票 认为其估值被严重低估 [9] 市场催化因素 - 特朗普关税推动美国制造业回流 公司将优先参与设施重建和改造工程 [5] - 美国液化天然气出口激增 核能作为清洁可靠能源的未来发展 [14] - 人工智能基础设施超级周期和回流热潮共同形成多重增长动力 [14]
Curtiss-Wright Corporation (CW) Announces New $200M Expansion of 2025 Share Repurchase Program
Insider Monkey· 2025-09-22 22:48
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Alphabet Inc. (GOOGL) Hits Record $241.13, Lifts Its Market Cap to $2.92 Trillion
Insider Monkey· 2025-09-22 22:38
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Microsoft Corporation (MSFT) Showcases Its AI-Driven Strategy at the Goldman Sachs Communicopia + Technology Conference
Insider Monkey· 2025-09-22 22:37
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
JMP Securities Reaffirms ‘Market Perform’ Rating on Snap Inc. (SNAP)
Insider Monkey· 2025-09-22 22:29
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Roblox Corporation (RBLX)’s Chief Safety Officer, Matthew D. Kaufman, Sells 6,000 shares of Class A Common Stock at $134.20 Each
Insider Monkey· 2025-09-22 22:09
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Oklo Stock Rises as Start-Up Pushes Ahead With First Nuclear Power Plant
Barrons· 2025-09-22 17:55
While investors are generally bullish on Oklo's prospects, some have questioned the feasibility of the nuclear start-up's timelines for deployment. The company's latest announcement indicates it has taken a step in the right direction. Earlier this year, Oklo OKLO -1.33% company was named as one of several participants in the U.S. Department of Energy's Reactor Pilot Program, which aims to have at least three test reactors up and running at national laboratories across the country by July 2026. This timelin ...