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Analysts Remain Bullish on Osisko Development as It Acquires 8.57 Million Units of Niobay Metals Inc.
Insider Monkey· 2026-01-08 10:01
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 ...
Edison International (EIX) Target Trimmed as Morgan Stanley Flags Ongoing Wildfire Exposure
Insider Monkey· 2026-01-06 02:34
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 ...
Strong Organic Sales Lifted nVent Electric (NVT)
Yahoo Finance· 2026-01-05 12:22
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund’s Investor Class fund ARTQX returned 0.97%, Advisor Class fund APDQX posted a return of 0.98%, and Institutional Class fund APHQX returned 0.97%, compared to a 6.18% return for the Russell Midcap Value Index. Equity markets continued their rally in the third quarter as investors overlooked tariff concerns, driv ...
UBS Keeps Buy Rating on Ameren Corporation (AEE)
Yahoo Finance· 2026-01-04 22:30
Group 1 - Ameren Corporation (NYSE:AEE) is recognized as one of the 8 most profitable utility stocks to buy currently [1] - UBS maintains a buy rating on Ameren Corporation while reducing its price target from $121 to $115 [2] - Morgan Stanley keeps an Equal Weight rating on Ameren Corporation and lowers its price target from $108 to $103, highlighting data centers as a key growth driver for utility performance in 2026 [2] Group 2 - Ameren Corporation revised its long-term EPS growth guidance to a compound annual rate of 6% to 8% from 2025 through 2029, with a 2025 EPS estimate between $4.90 and $5.10 per share [3] - The projected EPS for 2026 is between $5.25 and $5.45 [3] - Ameren operates as a regulated utility in Illinois and Missouri, with improved regulations in Missouri creating substantial investment opportunities, while management has effectively navigated regulatory challenges in Illinois [4] Group 3 - The stock of Ameren Corporation has increased by 12.21% year-to-date as of December 31, 2025 [4]
Morgan Stanley Downgrades The Southern Company (SO) From Equal Weight To Underweight
Yahoo Finance· 2026-01-04 22:27
Group 1 - The Southern Company (NYSE:SO) is currently considered one of the 8 most profitable utility stocks to buy [1] - Morgan Stanley downgraded The Southern Company from Equal Weight to Underweight, reducing its price target from $97 to $81, citing political and regulatory risks as a concern for investors [2] - UBS and JPMorgan both lowered their price targets for The Southern Company, with UBS reducing it from $98 to $94 and JPMorgan from $104 to $93, while maintaining neutral ratings [3] Group 2 - The Southern Company is one of the largest utilities in the United States, but there are opinions suggesting that certain AI stocks may offer greater upside potential with less downside risk [4]
Is Transocean Ltd (RIG) The Best High Volume Penny Stock?
Insider Monkey· 2026-01-03 07:33
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with significant implications for global power grids and electricity supply [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy sector, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI data centers [3][7] - This company is described as a "toll booth" operator in the AI energy boom, profiting from the surge in electricity demand driven by AI advancements [4][5] Market Position - The company is noted for its unique capabilities in executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy [7][8] - It is completely debt-free and has a substantial cash reserve, equating to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] Strategic Advantages - The company holds a significant equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] - The current market valuation is described as undervalued, trading at less than 7 times earnings, which presents a compelling investment case [10][11] Future Outlook - The ongoing 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 convergence of AI, energy infrastructure, and onshoring trends driven by tariffs is seen as a unique opportunity for investors [14][6]
Jefferies Initiates a Hold Rating on UWM Holdings Corporation (UWMC)
Insider Monkey· 2026-01-03 07:32
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 ...
S&P Global Ratings Reaffirms BB+ Rating on Coty Inc (COTY)
Insider Monkey· 2026-01-03 07:31
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] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the AI and energy sectors [10] Market Trends - The company is expected to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations typical of many tech stocks [8][9] Future Outlook - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12][13] - The overall narrative suggests that investing in this company represents a chance to participate in the transformative potential of AI and its associated energy needs, with projections of significant returns within the next 12 to 24 months [15][19]
Here’s What National Bank Thinks About Denison Mines Corp (DNN)
Insider Monkey· 2026-01-03 07:31
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 hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain 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 assets, which are crucial for America's future power strategy [7] - It is one of the few global firms 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 completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also has a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Perception - The company is described as undervalued, trading at less than seven times earnings, which is attractive given its ties to the rapidly growing AI and energy sectors [10] - There is a growing interest from hedge funds, indicating that this stock is gaining attention among savvy investors [9][10] Future Trends - The article emphasizes the importance of AI as a disruptive force in traditional industries, suggesting that companies that adapt to AI will thrive [11] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the argument for investing in AI-related companies [12] Conclusion - The time to invest in AI and the associated energy infrastructure is presented as critical, with potential for significant returns within the next 12 to 24 months [13][15]
CleanSpark (CLSK) Kicks Off 2026 With Double-Digit Gains
Yahoo Finance· 2026-01-03 07:00
We recently published 10 Stocks Powering Into 2026 With Explosive Gains. CleanSpark, Inc. (NASDAQ:CLSK) is one of the top performers on Friday. CleanSpark snapped a six-day losing streak on Friday, jumping 14.13 percent to close at $11.55 apiece as investors took heart from higher Bitcoin prices while repositioning portfolios ahead of its mining report for the December and full-year 2025 periods. After the US markets officially closed the trading week, investor funds shifted to Bitcoin, supporting the l ...