Onshoring
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RBC Capital Raises Cenovus (CVE) Price Target to C$32, Maintains Outperform Rating
Yahoo Finance· 2025-11-21 06:29
Cenovus Energy Inc. (NYSE:CVE) is included among the 13 Best Canadian Dividend Stocks to Buy and Hold for the Long Term. RBC Capital Raises Cenovus (CVE) Price Target to C$32, Maintains Outperform Rating On November 17, RBC Capital raised its price target for Cenovus Energy Inc. (NYSE:CVE) to C$32 from C$30 while maintaining an Outperform rating on the stock, according to a report by The Fly. Cenovus Energy Inc. (NYSE:CVE) reported total revenues of C$13.2 billion in Q3, up from C$12.3 billi ...
X @Bloomberg
Bloomberg· 2025-11-21 03:50
- US envoy to UN Waltz defends Trump’s Gaza peace plan- Oklahoma governor pushes for onshoring in the US- Greek PM says Europe must live within its meansFollow our live blog for the biggest conversations at the #BloombergNewEconomy Forum https://t.co/6fSew3RQHW ...
Powell Industries (POWL) Benefited from Data Center CapEx Spending
Yahoo Finance· 2025-11-20 14:28
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the strategy returned 21.4% gross and 21.1% net of fees, respectively, compared to a 12.2% return for the Russell 2000 Growth Index. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025. In its third-quarter 2025 investor letter, Polen U.S. Small Cap Growth Strategy highlighte ...
Meta Platforms Inc. (META) Positioned for AI Growth With Wedbush Best Ideas Upgrade
Insider Monkey· 2025-11-20 06:27
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 ...
Innodata Inc. (INOD) Earns Buy Rating on Strong Growth Outlook
Insider Monkey· 2025-11-20 06:27
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 ...
Cameco Corporation (CCJ) Continued to Fall This Week. Here is Why
Insider Monkey· 2025-11-20 03:25
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, but there is a critical question regarding the energy supply needed to support this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure, which is crucial for America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, which is approximately one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Market Trends - The company is well-positioned to capitalize on the onshoring trend driven by tariffs, as well as the increasing U.S. LNG exports under the current administration [5][14] - There is a growing recognition on Wall Street of the company's strategic importance in the AI and energy sectors [8] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The potential for significant returns is highlighted, with projections suggesting over 100% upside within the next 12 to 24 months [15]
X @Bloomberg
Bloomberg· 2025-11-19 07:22
RT Bloomberg New Economy (@BBGNewEconomy)"The US has always been an important market for Swiss companies...what is new is the speed and size the Swiss private sector has to onshore to the US." @SECO_StateSec Helene Budliger Artieda #BloombergNewEconomy⏯️ https://t.co/Sqkf8dKmnN https://t.co/A9FlX8aBd7 ...
RBC Capital Reduces PT on Lineage (LINE) Stock
Yahoo Finance· 2025-11-19 05:25
Lineage, Inc. (NASDAQ:LINE) is one of the Worst Performing Stocks to Invest in on the Dip. On November 11, RBC Capital reduced the price target on the company’s stock to $45 from $51, while keeping an “Outperform” rating after the Q3 2025 results, as reported by The Fly. As per the analyst, the company highlighted ongoing market softness, which has and would likely continue to impact the near-term performance. RBC Capital Reduces PT on Lineage (LINE) Stock That being said, the firm added that the LinOS r ...
JPMorgan Reduces PT on Blue Owl Capital (OWL) Stock
Yahoo Finance· 2025-11-19 05:25
Blue Owl Capital Inc. (NYSE:OWL) is one of the Worst Performing Stocks to Invest in on the Dip. On November 3, JPMorgan reduced the price target on the company’s stock to $20 from $22, while keeping a “Neutral” rating on the company’s stock. The firm updated its model after the company’s Q3 2025 report. In Q3 2025, Blue Owl Capital Inc. (NYSE:OWL)’s total revenues (net) came in at $727.9 million compared to $600.8 million in Q3 2024, with management fees (net) rising from $523.3 million to $645.6 million. ...
Artisan Small Cap Fund Trimmed SharkNinja (SN) in Q3
Yahoo Finance· 2025-11-18 12:39
Core Insights - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with major US indices reaching record highs and the fund's Investor Class returning 8.69% [1] - SharkNinja, Inc. (NYSE:SN) was highlighted as a notable stock, experiencing a one-month return of -9.43% and a 52-week decline of 14.40% [2] - The fund adjusted its position in SharkNinja, trimming holdings due to elevated expectations and tariff concerns, but later added back to the position before harvesting capital in Q3 2025 [3] Fund Performance - The Artisan Small Cap Fund's Investor Class returned 8.69%, Advisor Class 8.75%, and Institutional Class 8.73%, while the Russell 2000 Growth Index returned 12.19% [1] - The fund's top holdings can be reviewed for insights into its best picks for 2025 [1] SharkNinja, Inc. Overview - SharkNinja, Inc. is a product design and technology company with a market capitalization of $11.947 billion, closing at $84.64 per share on November 17, 2025 [2] - The company reported a 14.3% year-over-year increase in net sales, reaching $1.63 billion in Q3 2025 [4] - SharkNinja's presence among hedge funds decreased, with 65 portfolios holding its stock at the end of Q2 2025, down from 69 in the previous quarter [4] Investment Sentiment - While SharkNinja is recognized for its potential, the company is viewed as having less upside compared to certain AI stocks, which are considered to carry less downside risk [4]