Finding the next big thing is easier said than done when it comes to the most significant and powerful themes in the global economy. Those who were early enough to the semiconductor boom born out of the artificial intelligence race are familiar with the effort and courage it takes to back an idea, or commercialize it, before it pops in the entire stock market. However, one area in the energy sector has all the characteristics of being one of the next booms in the global economy. The rate of fossil fuel depe ...

Creating a Premier Energy and Industrial Solutions Provider June 26th, 2025 Disclaimers Forward-Looking Statements This presentation includes "forward-looking statements" as defined under the federal securities laws. All statements other than statements of historical fact included or incorporated by reference in this presentation, including, among other things, statements regarding the proposed business combination transaction between DNOW Inc. ("DNOW") and MRC Global Inc. ("MRC"), future events, plans and ...

Next-generation nuclear power company Oklo (OKLO 10.11%) was active on the stock market Tuesday. Investors flocked to it on news of a major U.S. state potentially expanding its nuclear-generating capacities. The ongoing conflict in the Middle East might also be shaping market sentiment on alt-energy companies.Ultimately, Oklo's shares closed the day 10% higher, well ahead of the 1.1% increase of the S&P 500 (^GSPC 1.11%).New York needs nuclear, Hochul claimsLate on Monday, New York Governor Kathy Hochul ann ...

Sunrun Inc (NASDAQ:RUN) stock is down 1.9% before the bell, extending Tuesday’s historic rout in the solar sector. RUN's slide follows an RBC Capital Markets downgrade to “sector perform” from “outperform,” alongside a drastic price-target cut to $5 from $12, as analysts note mounting pressure across the alternative energy space.RUN plunged 40% yesterday — its worst single-session drop on record. The shares hit their lowest level since 2018 last session before paring losses, and are eyeing those levels once ...

China (PRC) | Alternative Energy Equity Research Solar: Upstream Prices Stabilized; Domestic PV Inst Surged to 45GW in Apr '25 SIA reported N-/P-type poly prices stayed at RMB38.6/31.3/kg. G10L/ G12R/G12 N-type wafer prices were flat WoW at RMB0.95/1.10/1.3 per pc. Per SolarZoom, M10/G12R TOPCon cell prices were down/ flat at RMB0.26/0.27 per W. M10 TOPCon modules prices were flat WoW at RMB0.68 per W. Per SCI, 3.2/2.0mm SG prices dropped to RMB21-21.5/13-13.5 per m2; SG inventory days continued to go up to ...

Group 1: Earnings Performance - Excelerate Energy reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.39 per share, and up from $0.24 per share a year ago [1] - The earnings surprise for the quarter was 25.64%, with the company previously expected to post earnings of $0.32 per share but actually producing $0.40 per share [2] - Over the last four quarters, the company has surpassed consensus EPS estimates three times [2] Group 2: Revenue Performance - The company posted revenues of $315.09 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 53.54%, compared to year-ago revenues of $200.11 million [3] - Excelerate Energy has topped consensus revenue estimates two times over the last four quarters [3] Group 3: Stock Performance and Outlook - Excelerate Energy shares have declined approximately 15.3% since the beginning of the year, while the S&P 500 has declined by 4.7% [4] - The company's earnings outlook is mixed, with current consensus EPS estimate for the coming quarter at $0.30 on revenues of $248.17 million, and $1.38 on revenues of $915.22 million for the current fiscal year [8] - The Zacks Industry Rank for Alternative Energy - Other is currently in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stock performance [9]