NRG is one of the top performers in the S&P 500 this year, propelled in part by what some analysts called a transformational deal to buy some gas fired power plants. We continue to highlight companies whose stocks are at or near records, outperforming amid the year's volatility, what we're calling the why behind the high. We'd like to welcome in Larry Coven, CEO of NRG, who's here with us in the studio.Thank you so much for being here. Oh, thank you for having me. So you guys are broadstrokes a power compan ...

Well, Meta could pay nearly$15 billion dollars for stake and scale AI according to a report from the information as the company looks to expand its AI ambitions. Joining me now on this and more, G2 Patel. He is Cisco's president and chief product officer.Great to have you on this morning, G2. The latest AI investment from a tech company with regards to Meta. How are company leaders thinking about AI expansion right now and are you looking at any potential acquisition opportunities in a similar manner.Madiso ...

Group 1: Investment Themes - Zacks Thematic Screens offers insights into 30 dynamic investment themes, including technology, renewable energy, and healthcare innovations [1][10] - The China Technology theme focuses on China-based technology companies listed on the U.S. stock market, covering sectors like Internet services, e-commerce, and online gaming [5][3] Group 2: China Technology Sector - The China Technology sector is characterized by companies that are leaders in their fields, aiming to reduce reliance on Western technology amid Sino-U.S. trade tensions [3][4] - Recent U.S. restrictions on high-tech exports have prompted China to accelerate self-sufficiency efforts in critical industries, enhancing its position in technology [4] Group 3: NetEase Performance - NetEase (NTES) is highlighted as a top-ranked stock within the China Technology screen, benefiting from strong quarterly results and a favorable EPS outlook [2][6] - The company reported a 7% year-over-year revenue growth in its latest quarter, driven by popular games like Marvel Rivals [8][7]

Train Technologies is reaching milestones with its stock price soaring to all-time highs and the company reaching a market cap of more than 94 billion dollars. It's the latest focus of our new series, The Y behind the high, where we're taking a look at companies whose stock is at or near record highs. Train is among them with its business focused on sustainable solutions for commercial climate and HVAC systems.Train Technologies chairman and CEO Dave Ragnary joins us now. Dave, it's great to see you again. ...

Qualcomm on Monday announced a deal to acquire British firm Alphawave Semi as the chipmaker looks to expand its push into the world of data centers. https://t.co/hflIDsMKX9 ...

Key Takeaways SO's PowerSecure has delivered 152 MW to support Edged's growing presence in key U.S. data center markets. Edged facilities run water-free cooling and cut energy use by 74%, built for high-density AI workloads. PowerSecure uses Tier 4 PowerBlocks and smart microgrids to ensure uptime, efficiency and low emissions.Southern Company’s (SO) subsidiary PowerSecure has announced a significant expansion of its strategic alliance with Edged, a premier developer of ultra-efficient and sustainable dat ...

Our need for energy in the country is only growing. According to forecasts by IHS Outlook and McKinsey, U.S. power demand will surge 55% by 2040, fueled by AI data centers, the onshoring of manufacturing, and the electrification of everything, including transportation. This forecast bodes well for energy companies. As a leader in the sector, NextEra Energy (NEE 1.25%) is in a strong position to capitalize on the country's growing demand for electricity. That's one of the reasons why I wouldn't hesitate to b ...

Core Insights - Wesco International has been included in the 2025 Fortune 500 list, ranking 199 overall, highlighting its ongoing value and ingenuity in the business-to-business distribution and logistics sector [1] - The company has been part of the Fortune 500 list since 1998, indicating a long-standing presence and performance in the industry [1] - Wesco's CEO, John Engel, expressed confidence in the company's ability to outperform market trends driven by AI, electrification, automation, and reshoring [1] Company Overview - Wesco International reported approximately $22 billion in annual sales for 2024, positioning itself as a leading provider of distribution, logistics services, and supply chain solutions [3] - The company employs around 20,000 people and operates over 700 sites across approximately 50 countries, providing a robust local and global presence [3] - Wesco offers a diverse portfolio that includes Electrical and Electronic Solutions, Communications and Security Solutions, and Utility and Broadband Solutions, catering to various sectors including commercial, industrial, and government [3] Recent Recognitions - In addition to its Fortune 500 inclusion, Wesco has been recognized on the Fortune World's Most Admired list and The Wall Street Journal's Top 250 Best-Managed Companies list [1] - The company has also been certified as a Great Place to Work in the U.S., reflecting its commitment to employee satisfaction and corporate culture [1]

Every 1,000 MW (or 1 GW) of New Electric Demand from Data Centers Could Decrease Monthly Electric Bills by 1-2% SAN JOSE, Calif., May 27, 2025 /PRNewswire/ -- Pacific Gas and Electric Company (PG&E) is seeing a huge jump in the amount of electricity needed for new data centers. These centers, which power things like cloud storage and artificial intelligence (AI), are expected to need about 8.7 gigawatts (GW) of electricity over the next 10 years. That's a big increase from the 5.5 GW PG&E reported at the en ...

Core Viewpoint - Micron Technology, Inc. has experienced a significant share price increase of 22.7% over the past month, outperforming the broader Zacks Computer and Technology sector which gained 10.7% during the same period [1][2]. Trade Relations Impact - The recent rally in Micron's shares is attributed to optimism surrounding improving U.S.-China trade relations, with reports indicating a temporary easing of tariffs [2][4]. - Under the new trade agreement, the U.S. will reduce tariffs on Chinese imports from 145% to 30%, while China will lower duties on U.S. imports from 125% to 10%, effective for 90 days [3]. Market Sentiment and Competitors - The trade truce has revived hopes for smoother international trade, leading to a rally in equities, particularly in the tech and semiconductor sectors [4]. - Other semiconductor companies such as NVIDIA, Broadcom, and Advanced Micro Devices have also seen significant share price increases of 25%, 22.5%, and 17.8%, respectively, over the past month [5]. Growth Drivers - Micron is well-positioned to benefit from transformative tech trends, including AI, high-performance data centers, autonomous vehicles, and industrial IoT, which are expected to drive sustainable long-term growth [6]. - The demand for advanced memory solutions like DRAM and NAND is increasing due to the acceleration of AI adoption, and Micron's investments in next-gen DRAM and 3D NAND are crucial for maintaining competitiveness [7]. Diversification Strategy - The company's strategy to shift focus from the volatile consumer electronics market to more stable sectors such as automotive and enterprise IT has resulted in a more stable revenue base [9]. - Micron is experiencing strong demand for high-bandwidth memory (HBM), with its HBM3E products gaining traction for their energy efficiency and bandwidth, particularly for AI workloads [10]. Financial Outlook - Micron's financial outlook is strong, with projected year-over-year revenue growth of 29% and a 153% increase in EPS for the third quarter of fiscal 2025 [12]. - The Zacks Consensus Estimate indicates revenue growth of 41% and 30% for fiscal 2025 and 2026, respectively, with EPS expected to improve by 433% for fiscal 2025 and 56% for fiscal 2026 [12]. Valuation Metrics - Despite the recent surge in share price, Micron's forward 12-month Price/Sales (P/S) ratio stands at 2.45X, significantly lower than the sector average of 6.07X and other major semiconductor players [14][16]. Margin Pressures - Micron reported a year-over-year revenue growth of 38.3% in the second quarter of fiscal 2025, but its non-GAAP gross margin fell to 37.9%, down from 39.5% in the previous quarter due to weaker NAND flash pricing and startup costs at a new DRAM facility [17]. - The company has guided for a gross margin of 36.5% for the third quarter, indicating ongoing margin pressures despite strong sales in its HBM segment [18]. Conclusion - Micron's fundamentals remain strong, with a well-established position in the AI-driven memory market and compelling long-term growth potential [20]. - However, ongoing margin compression suggests caution in the short term, leading to a recommendation to hold the stock for now [21].