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My Big Bet On America's Industrial Renaissance: Dirt Cheap 5%+ Yields Poised To Profit
Seeking Alpha· 2026-01-10 12:05
Group 1 - The United States is poised to enter a multi-year industrial capital expenditure (capex) boom driven by reshoring, AI data center construction, domestic semiconductor manufacturing, and energy projects [1] - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee and releasing its Top Picks for 2026 [1] - The investment group is led by Samuel Smith, who has extensive experience in dividend stock research and engineering, and collaborates with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [1] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts, educational content, and an active chat room for investors [1]
US approves Samsung, SK Hynix chipmaking tool shipments to China for 2026, sources say
Yahoo Finance· 2025-12-30 04:14
By Hyunjoo Jin SEOUL, Dec 30 (Reuters) - The U.S. government has granted an annual licence to Samsung Electronics and SK Hynix ​to bring in chip manufacturing equipment to their facilities ‌in China for 2026, two people familiar with the matter said on Tuesday. The ‌approval is a temporary relief for the South Korean firms and follows a U.S. decision earlier this year to revoke licence waivers given to some tech companies. One of the sources said that Washington ⁠introduced the annual approval ‌system ...
Defense Policy Becomes a Tailwind for the Nuclear Renaissance
Etftrends· 2025-12-19 22:03
This year's National Defense Authorization Act (NDAA) has emerged as a perhaps surprising catalyst for the nuclear energy sector, reinforcing the "nuclear renaissance†investment theme. The passage of the fiscal year 2026 defense policy bill marks a key moment for the nuclear energy sector, as the U.S. government increasingly views nuclear power through the lens of national security and reindustrialization. Military Adoption of Small Modular Reactors (SMRs) nuclear energy Content HubNUKZRange Fund The final ...
Blackstone CEO on AI data centers: This isn't 'bubble-type work'
CNBC Television· 2025-12-18 17:01
Well, I I think what's happening is that we've got rapid expansion. It's it being done principally uh by five or six companies um almost all of them, not all, uh are great credits. Uh and so what we do is quite simple in a way.We're the largest in the world building data centers. Uh and we're the largest owner of data centers. Uh but it's very conservative >> picks and shovels.uh type of business. And what we do is we build these enormous uh facilities and basically Jensen Wong fills them up uh with semis a ...
Circuit training: fixing America’s shortage of engineers | FT Energy Source
Financial Times· 2025-12-15 08:24
Industry Trends & Demands - The economy is energy-thirsty, with significant demand on the electric grid due to AI data center projects [1] - Electrification demand in the market cannot be met without manufacturers like Alamo, a large bushing manufacturer [2] - Demand for electricity throughout North America has never been greater [5] Workforce & Manufacturing - There is a shortage of engineers as manufacturing scales up across the US [4] - Manufacturing requires mechanical, quality engineers, and overall workforce support [1] - Hitachi is a premier manufacturing operation in West Tennessee [6] Education & Partnerships - Collaboration between manufacturers and educational institutions is crucial for success [4] - Union University in Jackson, Tennessee, has a strong engineering program and partners closely with manufacturers [5] - Mentorship programs, like the one between Susie and Oscar, are vital for developing talent [3] Location & Community - West Tennessee is at the center of conversations about the future of energy, advanced manufacturing, and education [4] - Jackson, Tennessee, offers a desirable lifestyle for young engineers with social opportunities [6] - The community at Hitachi feels like family [2] Operational Excellence - Alamo achieved zero downtime yesterday [2]
US Power Shortage: How Small Modular Nuclear Reactors Could Fill the Gap
Bloomberg Television· 2025-12-14 13:00
-What we know now is that the nation, the country is short of electrons and we need to build more generation. -We do have an incredible demand, increasing demand for energy. -We are seeing fundamental growth in the demand for electricity.Westin: Why do we suddenly need so much more electricity. Well, we've all heard about AI data centers hungry for energy that would satisfy medium-sized cities, but it turns out that's only part of the story. -AI data centers appear to be the sort of fastest coming and large ...
X @Elon Musk
Elon Musk· 2025-12-13 11:28
Space Industry Leadership - SpaceX 将成为在太空构建和运营 AI 数据中心方面无可争议的领导者 [1]
Here Are Friday’s Top Wall Street Analyst Research Calls: Bristol-Myers Squibb, Citigroup, Lululemon Athletica, PayPal, Roblox, Soundhound AI, and More
Yahoo Finance· 2025-12-12 14:13
Thinkstock Quick Read With just over two weeks remaining in 2025, we could see the third straight year of double-digit gains for the S&P 500. All of the major indices including the Russell 2000 are at or near all-time highs. Expect a Santa Claus rally to end the year, as Portfolio Managers add some of the top stocks to their holdings in a “window dressing” move. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can reti ...
Boom Supersonic jet startup pivots to power AI data centers
Yahoo Finance· 2025-12-11 15:23
Boom Supersonic, the company trying to bring back faster-than-sound commercial flight, just closed a $300 million funding round by pivoting into an unlikely business: selling turbines to power AI data centers. The Denver-based startup announced Tuesday that it secured Crusoe, a data center developer, as its first customer for a new product called Superpower. Crusoe ordered 29 turbines capable of generating 1.21 gigawatts of power, with Boom claiming it has a backlog of more than $1.25 billion in orders fo ...
Stock Market Today: Nasdaq, Dow Gain As Consumer Sentiment Rises for First Time in Five Months
Yahoo Finance· 2025-12-05 17:34
This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Friday. This is TheStreet’s Stock Market Today for Dec. 5, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 12:00 p.m. Midday Moers: Praxis Precision Medicines, DigitalBridge, Parsons, Argan, Warner Bros. Heading into midday, stocks have paled back from the morning's excitements, including the first ...