[Music] It is time for rap. Bye bye bye bye bye bye bye bye bye bye bye bye thumb and then the lightning round is over. Are you ready ski light round might start with Allan in Florida.Allan Jimmy chill yo thank you for the best investment on Wall Street. That's your investors club. Oh, thank you.Yeah, we I wish I had Jeff this morning. I'm not that good at it, but oh my I think we're working pretty darn hard night and day. How can I help you. Jimmy, I need you to listen carefully.This is a very important qu ...

If you enjoyed this analysis, consider subscribing to Green Growth Giants . With its current focus on the high performing nuclear energy segment, a subscription to the investing services assures access to a market and sector beating portfolio, updates on stocks in the sector and broader thematic pieces.Nuclear energy stocks are on the up and up, and Talen Energy (NASDAQ: TLN ) is no exception. The power producer, which gets almost 21% of its energy from the source, is up by 33% since I lastThe profile is ru ...

特朗普在AI领域的最新计划曝光。 据最新消息，特朗普政府正在准备一系列行政措施，旨在解决AI（人工智能）快速扩张所需的巨大电力需 求。受此影响，隔夜美股芯片股集体大涨，台积电ADR涨超2%，英伟达涨1.76%，再创历史新高，总市值达 3.85万亿美元。 另外，核电概念股Oklo盘中一度暴涨超11%。AI耗电主要集中在模型训练和推理，参数量越大，大模型算力 消耗越大，电耗就越高。咨询公司德勤的最新报告显示，到2035年AI数据中心的电力需求可能增长超过30 倍。 随着AI浪潮加速来袭，今年以来，以微软、谷歌、亚马逊、Meta等科技巨头正强势押注核能，以解决AI巨大 需求下电力供应问题。有分析认为，核聚变、SMR（小型模块化反应堆）等先进核能技术有望加速发展，相 关产业链环节有望受益。 特朗普的大动作 美东时间6月27日，据路透社报道，特朗普政府正准备一系列行政措施，旨在解决 AI快速扩张所需的巨大电力 需求。这些措施包括简化电网连接程序、提供联邦土地建设数据中心，以及发布AI行动计划。 受此消息刺激，美股芯片股集体大涨，截至收盘，台积电ADR涨超2%，英伟达涨1.76%，再创历史新高，总 市值达3.85万亿美元 ...

Skyworks Solutions TodaySWKSSkyworks Solutions$74.65 +0.38 (+0.51%) 52-Week Range$47.93▼$120.86Dividend Yield3.75%P/E Ratio29.27Price Target$78.29Add to WatchlistSkyworks Solutions Inc. NASDAQ: SWKS is down 16% in 2025, lagging many technology stocks. The company produces analog semiconductors, and its core business is radio frequency (RF) components for wireless communications. That provides a predictable revenue stream, particularly when the company generates 50% of its revenue from Apple Inc. NASDAQ: AA ...

ARK Innovation ETF (ARKK) , which provides thematic multi-cap exposure to “disruptive innovation”, has been on a hot streak in June. It has gained about 23%, becoming the best-performing ETF of the month.What’s Driving the Rally?Most of the rally came from the explosive moves in a few stock holdings of ARKK. Circle (CRCL) soared nearly 750% from its June 5 IPO, powered by U.S. Senate passage of the GENIUS Act, which formalizes stablecoin regulation. The stock accounts for a 5.2% share in the ARKK portfolio. ...

Key Takeaways Centrus Energy completed Phase II by delivering 900 kg of HALEU to the Department of Energy. The HALEU was produced at Centrus Energy's Ohio facility using advanced centrifuge technology. LEU begins Phase III with a contract extension and potential for eight more years of HALEU supply.Centrus Energy Corp. (LEU) recently announced that its subsidiary, American Centrifuge Operating, LLC, has achieved a significant milestone of producing and delivering 900 kilograms of High-Assay, Low-Enriched ...

Key Takeaways CEG's 2025 and 2026 EPS estimates rose 0.75% and 3.78% in 60 days, while DUK's were flat or slightly down. Constellation Energy posts a 21.93% ROE versus Duke Energy's 9.88%, signaling more efficient capital use. CEG plans $3B-$3.5B in capex through 2026, with 35% targeting nuclear fuel to meet rising energy demand.Nuclear power plants are known for their high-capacity factor, meaning they can operate at or near their maximum output for a long time. Nuclear energy offers a significant advant ...

Core Insights - Energy Fuels Inc. (UUUU) and NexGen Energy (NXE) are positioned to benefit from the global shift towards nuclear energy as a clean power source [1] Group 1: Company Overview - Energy Fuels has a market capitalization of $1.28 billion and is a leading U.S. producer of natural uranium concentrate [2] - NexGen Energy, valued at $3.86 billion, is an exploration and development stage company focused on uranium properties in Canada [2] Group 2: Market Dynamics - Uranium prices have rebounded after earlier declines due to oversupply and uncertain demand, driven by Sprott Physical Uranium Trust's plan to purchase $200 million worth of uranium and U.S. government initiatives to increase nuclear energy capacity by 2050 [3] - Rising energy needs from AI data centers are also contributing to long-term demand expectations for uranium [3] Group 3: Energy Fuels Analysis - Energy Fuels has produced two-thirds of all uranium in the U.S. since 2017 and aims to produce 6 million pounds of uranium annually [5] - The company owns the White Mesa Mill, the only operating conventional uranium mill in the U.S., and is also processing rare earth elements and vanadium oxide [6] - Energy Fuels reported a 33.5% year-over-year revenue decline to $16.9 million in Q1 2025, primarily due to deferred uranium sales [8] - The company expects to mine 55,000-80,000 tons of ore containing 875,000-1,435,000 pounds of uranium in 2025, a 22% increase from previous guidance [10] Group 4: NexGen Energy Analysis - NexGen Energy's Rook I project could triple Canada's uranium output, delivering up to 30 million pounds of high-grade uranium annually at a low cost [15] - The Arrow Deposit within the Rook I Project has significant measured and indicated resources totaling 257 million pounds of uranium [16] - NexGen has secured contracts to supply 1 million pounds of uranium annually from 2029 to 2033, providing financial stability [17] - In Q1 2025, NexGen reported an adjusted loss of four cents per share, reflecting ongoing operational costs [18] Group 5: Financial Estimates - The Zacks Consensus Estimate for Energy Fuels' 2025 earnings is a loss of 28 cents per share, with a projected revenue surge of 232.4% in 2026 [20] - NexGen Energy's 2025 earnings estimate is a loss of 13 cents per share, with no expected improvement in 2026 [21] Group 6: Price Performance and Valuation - Over the past year, UUUU shares have decreased by 3.4%, while NXE shares have dipped by 1.2% [24] - Energy Fuels is trading at a forward price-to-book multiple of 2.07X, while NexGen's multiple is at 5.02X [25] Group 7: Conclusion - Both companies are positioned to support the expansion of nuclear energy, with Energy Fuels diversifying into rare earth elements and NexGen focusing on a high-grade asset with strong margin potential [27][28]

With the global AI market projected to surpass $1 trillion by 2031, the field is emerging as an increasingly attractive investment opportunity. According to Statista, the U.S. AI market is expected to witness a CAGR of 26.95% from 2025 to 2031, reaching a valuation of $309.7 billion by 2031, cementing its position as the largest AI market globally.In addition to the optimistic growth forecasts, President Trump has repeatedly emphasized his ambition to make the United States the global leader in AI. This sta ...

Centrus Energy (LEU 5.27%) attracted the right kind of energy on the stock exchange Friday. The company's shares closed that session 5% higher, after it published news of an important contract renewal. That pop looked particularly impressive when matched against the S&P 500's (^GSPC -0.22%) trajectory, which dipped into the red with a 0.2% decline.An energetic extensionBefore market open that morning, Centrus divulged that the U.S. Department of Energy (DoE) exercised its option to extend the company's cont ...