Key Takeaways Energy Fuels has gained 36% in 3 months, outperforming its industry but lagging peers LEU and CCJ. Production at Pinyon Plain was 638,700 pounds in Q2, with ore grades making it a standout U.S. uranium site. UUUU is projected to post a 2025 loss and trades higher than the industry at a 12.11X forward P/S ratio.Energy Fuels (UUUU) has gained 36% in the past three months against the non-ferrous mining industry’s 29.6% fall. The Zacks Basic Materials sector has gained 9.8%, while the S&P 500 ha ...

Key Takeaways VST is positioned to gain from higher demand tied to data centers, LNG and reshoring trends. VST added 7,922 MW of zero-carbon power since 2018, with more clean energy projects underway. VST's ROE of 87.33% far exceeds the industry average, reflecting strong shareholder value creation.Vistra Corp. (VST) is poised to capitalize on rising electricity demand across its core service areas. This demand growth is fueled by the electrification of the oil and gas industry, especially in the Permian ...

Hubbell (NYSE: HUBB ) offers utility and electrical solutions to the overall utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications. I believe the company will benefit from some megatrends, including electrification, grid upgrades, and data center expansions. I amAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

We’re redefining what’s possible for the AI data center with a full-stack, open, and integrated platform. Our 5th Gen AMD EPYC processors deliver the performance and efficiency to meet the demands of modern AI workloads. Combined with Instinct GPUs, Pensando DPUs, and AI NICs, we’re powering seamless, scalable infrastructure. And with continued software investment, we’re helping customers deploy and scale AI faster than ever. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team ...

several names hitting all time highs today. GE Johnson Controls Transdigm and Uber. The sector moving higher, overcoming any investor concerns about global growth in the face of tariffs.Well joining us now is closely followed industrials analyst Stephen Tusa of JP Morgan Stephen it's great to have you back on the show. And let's start right there. What is powering industrials and why.>> Yeah thanks for having me. It's been an interesting year. Pretty volatile one.But we're kind of back to where we started a ...

Soluna Holdings shares rose in early trading Tuesday after the maker of green data centers announced an expansion of its Texas site with a company it called a “top-tier Bitcoin miner." https://t.co/qlsJ5gCNJD ...

Japan’s NTT is tapping dollar and euro bond markets to help refinance loans tied to its data-center buyout https://t.co/kYz7YVC5yS ...

7 July 2025 | 11:50PM JST Japan Technology: Hardware - Industrial Electronics Era of Optics: Beneficiaries of technological changes; SEI up to Buy, Furukawa Electric up to Neutral In the industrial electronics sector, increasing demand for optical products for generative AI and data centers (DCs) is attracting attention. In this report, we summarize the latest industry trends and technological developments. We also revise our ratings and target prices for the four optical product manufacturers in our covera ...

A Bloomberg analysis of documents and company filings show how China is building giant data centers in the desert to fuel its AI ambitions — and looking to buy 115,000 banned Nvidia chips to power them. Read The Big Take https://t.co/h21YWXfpo1 ...

A Bloomberg investigation shows China is building data centers in the remote Xinjiang region to fuel its AI ambitions — and looking to buy 115,000 Nvidia chips banned by the US to power them.🎙️ Listen now: https://t.co/UTmnym8pWI https://t.co/vXjteOgJXg ...