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Micron has had a big run, it needs to cool before I can recommend it, says Jim Cramer
Youtube· 2025-09-20 00:03
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craig with my friends.I'm just trying to take a little money. My job is not just entertain, but to explain, teach you, because man, we got a lot to talk about tonight. Call me 1800 73 CBC.Tweet me at Jim Kramer. These days, these days are insane. More record highs, more positives, more money made.And yet another week where the markets hated, just despised. The complaints about it are myriad. Nobody champions stocks except well, us.And of course, the legion o ...
Adding Texas Instruments Incorporated (TXN) to Your Dividend Stock Portfolio for Long-Term Income
Insider Monkey· 2025-09-19 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 ...
Why Energy Fuels Stock Was a Big Winner This Week
The Motley Fool· 2025-09-19 21:45
The current presidential administration continues to boost the case for nuclear energy.Uranium miner and processor Energy Fuels (UUUU 5.64%) had quite a run over the last few days on the stock market. Thanks to a top-down government initiative, investors piled into the stock to leave it with a nearly 25% gain on the week, according to data compiled by S&P Global Market Intelligence.The nuclear optionOn Monday, at the annual conference of the International Atomic Energy Agency (IAEA), U.S. Energy Secretary C ...
Ondas Holdings Inc. (ONDS): A Bull Case Theory
Insider Monkey· 2025-09-19 20:02
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 - 一家不知名公司拥有关键能源基础设施资产 定位为人工智能能源需求激增的受益者 [3] - 公司涉及核能基础设施 处于美国下一代电力战略核心位置 [7] - 公司在美国液化天然气出口中扮演关键角色 该行业在特朗普能源政策下即将爆发 [7] 公司业务模式 - 公司是唯一能执行大型复杂EPC项目的全球企业 覆盖油气 可再生燃料和工业基础设施 [7] - 公司作为"收费亭"运营商 从每滴出口液化天然气中收取费用 [4][5] - 公司准备从特朗普关税推动的美国制造业回流中受益 负责设施重建和改造 [5] 财务优势 - 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] - 剔除现金和投资后 公司交易市盈率不足7倍 [10] - 公司拥有另一家人工智能热门企业的重大股权 为投资者提供多重AI增长引擎曝光 [9] 市场定位 - 公司同时受益于人工智能基础设施超级周期 制造业回流 boom 液化天然气出口激增和核能布局 [14] - 华尔街刚开始关注这家公司 因其同时受益多个顺风因素且估值不高 [8] - 部分对冲基金在闭门投资峰会上推荐该股票 认为其估值极低且未被市场发现 [9][10] 订阅服务内容 - 付费订阅提供特朗普关税与核能公司的深度报告 预测12-24个月内潜在涨幅超过100% [18][19] - 附加人工智能机器人公司报告 预测有10000%上涨潜力的头号标的 [19] - 订阅包含每月精选股票推荐 70页以上季刊和基金经理独家访谈视频 [19]
Why Shares of Nano Nuclear Energy Stock Popped Almost 40% This Week
The Motley Fool· 2025-09-19 18:48
The company made an announcement and is riding high on new government energy proposals.Shares of Nano Nuclear Energy (NNE 19.34%) rose as much as 40% this week, according to data from S&P Global Market Intelligence. The microreactor company trying to innovate in nuclear energy technology is rising alongside the entire nuclear sector in reaction to a proposed sale of one of its reactor designs to a company in the United Kingdom.At 2 p.m. ET on Friday, Sept. 19, shares of Nano Nuclear Energy stock were up 39. ...
Why NuScale Power Stock Skyrocketed Today
Yahoo Finance· 2025-09-19 17:12
Key Points The U.S. and U.K. will invest $350 billion in nuclear and other technologies. Most of the nuclear investments will go to privately owned companies -- not NuScale Power. 10 stocks we like better than NuScale Power › Shares of NuScale Power (NYSE: SMR), arguably America's leading developer of small modular (nuclear) reactors (hence the ticker symbol SMR), soared 18.2% through 12:40 p.m. ET Friday. And why? Yesterday, the U.S. and U.K. governments agreed to cooperate in developing the two ...
Nuclear ETFs Soar YTD Under Trump Regime, Top 2024 Performance
ZACKS· 2025-09-19 17:10
U.S.-listed nuclear energy exchange-traded funds (ETFs) have experienced a monumental surge so far this year, significantly outpacing their performance in 2024. While factors like increasing demand for electricity from clean, reliable energy sources, especially backed by spurring data centers across the globe, rising uranium prices, rapid deployment of Small Modular Reactors (SMRs) and corporate endorsement in nuclear power, have played their part in driving demand in the U.S. nuclear energy industry, there ...
The Big 3: RGTI, OKLO, PLTR
Youtube· 2025-09-19 16:15
It's time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat joining us in studio here to take us through the charts. And here to take us through the trades is Tim Bowen, the chief technical trainer at stockstotrade.com. Thank you both for being with us today. Great to see you and have you.Now, Tim, let's dive right into your first trade, Regetti Computing. They got a big boost off of this Air Force Research Laboratory deal, but walk us through this pick. Yeah.So, this has ...
Alpha Metallurgical Resources, Inc. (AMR) Reports Q2 2025 Results; B. Riley Reaffirms ‘Buy’ Rating
Insider Monkey· 2025-09-19 13:19
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’s What Lifted Amphenol Corporation (APH) in Q2
Insider Monkey· 2025-09-19 13:15
人工智能能源需求 - 人工智能是史上最耗电的技术 每个数据中心耗电量相当于一个小型城市 [2] - 每次ChatGPT查询和模型更新都消耗大量能源 全球电网已接近极限 [1][2] - OpenAI创始人警告人工智能未来取决于能源突破 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繁荣的"收费亭"运营商 从每度出口电力中收取费用 [4][6] - 公司在美国液化天然气出口中扮演关键角色 该行业将在"美国优先"政策下爆发式增长 [7] 公司业务优势 - 公司是全球少数能执行大型复杂EPC项目的企业 涵盖油气、可再生燃料和工业基础设施 [7] - 拥有关键核能基础设施资产 处于美国下一代电力战略核心位置 [7][14] - 完全无负债 现金储备相当于市值近三分之一 [8] - 交易估值扣除现金和投资后不足7倍市盈率 [10] 战略布局 - 持有另一家人工智能热门公司的重大股权 使投资者能间接接触多个AI增长引擎 [9] - 受益于特朗普关税推动的制造业回流 公司将优先参与设施重建和改造工程 [5] - 同时把握人工智能基础设施超级周期、制造业回流浪潮和液化天然气出口激增三大趋势 [14] 投资价值 - 对冲基金开始在闭门投资峰会上推荐该股票 认为其严重低估且偏离雷达 [9] - 公司产生实际现金流 拥有关键基础设施 并持有其他主要增长故事的股份 [11] - 提供超过100%的潜在回报机会 时间框架为12至24个月 [15][19]