Core Points - Brookfield Business Partners L.P. has filed its 2024 annual report on Form 20-F, including audited financial statements for the year ended December 31, 2024, with the SEC and Canadian securities authorities [1] - The company focuses on owning and operating high-quality businesses that provide essential products and services, benefiting from a strong competitive position [2] - Brookfield Business Partners is the flagship listed vehicle of Brookfield Asset Management's Private Equity Group, which manages over $1 trillion in assets [3] Company Information - Investors can invest in Brookfield Business Partners either through the limited partnership (NYSE:BBU, TSX:BBU) or the corporation (NYSE, TSX:BBUC) [2] - Previous audited annual and unaudited quarterly reports have been filed and are available on the company's website [4]

Core Insights - The nuclear power industry is experiencing a renaissance driven by increasing global electricity demand and a shift towards cleaner energy sources, positioning Cameco as a key player in this growth [2][3]. Company Overview - Cameco is one of the largest uranium fuel providers globally, primarily mining in politically stable regions like Canada, and is collaborating with Net Zero Nuclear to support a tripling of global nuclear capacity by 2050 [3]. - The company has a strategic investment in Westinghouse, which has a long-standing history in the nuclear sector, providing design, construction, and maintenance services to nuclear power plants [3]. Financial Performance - In 2024, Cameco reported a significant revenue increase of 21% and an adjusted EBITDA surge of 73%, highlighting its resilience in a volatile commodity-driven market [4]. - The investment in Westinghouse is expected to provide a stabilizing effect on Cameco's revenue, as Westinghouse generates consistent income from its services, which will benefit Cameco's financials [4].

Group 1 - The article discusses the investment group The Dividend Kings, which aims to help investors safeguard and grow their money through high-quality dividend investments [2] - The team of analysts associated with The Dividend Kings provides resources such as model portfolios, buy ideas, and company research reports to assist members in making informed investment decisions [2] - The article emphasizes the importance of intelligent investing in dividend stocks, highlighting the community aspect where readers can learn from each other [2] Group 2 - The article includes a disclosure stating that the author has a beneficial long position in shares of companies like BAM, AMZN, and NVDA, indicating a vested interest in these stocks [2] - It clarifies that the opinions expressed may not reflect those of Seeking Alpha as a whole, and that the analysts involved may not be licensed or certified by any regulatory body [3]

Core Insights - Microsoft is expanding its renewable energy portfolio by adding 475 megawatts through a deal with AES for three solar projects in the Midwest [1] - The urgency of Microsoft's energy needs is driving the adoption of solar power, which is quick to install and cost-effective for tech companies [2] - The company has previously contracted 389 megawatts from solar projects in Illinois and Texas and is part of a $9 billion renewable power coalition [3] Renewable Energy Trends - Despite growing interest in nuclear power, the cost and speed advantages of renewables, particularly solar, continue to dominate [4] - Hybrid power plants combining solar and battery storage are becoming more competitive with natural gas, although they are still more expensive than standalone solar or wind [5] - The rapid rise in demand for computing power, especially for AI servers, necessitates quick energy solutions, with renewables being able to provide power within 18 months [6] Major Deals and Future Outlook - Microsoft has engaged in significant renewable energy agreements, including a deal with Brookfield Asset Management for 10.5 gigawatts of capacity to be delivered by 2030 [7]