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Citizens Maintains An Outperform Rating On Terns Pharmaceuticals, Inc. (TERN)
Insider Monkey· 2026-01-11 06:00
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 significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned to profit from the surge in electricity demand driven by AI data centers [3][6] Market Position - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It has a unique footprint in nuclear energy, which is considered vital for America's future power strategy [7][14] Financial Health - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines without the associated premium costs [9][10] Market Sentiment - There is a growing interest from Wall Street in this company, as it is seen as undervalued and capable of delivering real cash flows while owning critical infrastructure [8][10] - The company is trading at less than 7 times earnings, making it an attractive investment opportunity in the context of AI and energy [10][11] Future Outlook - The influx of talent into the AI sector is expected to drive rapid advancements and innovation, reinforcing the notion that investing in AI is backing the future [12][13] - The combination of AI infrastructure needs, energy demands, and the onshoring boom presents a unique investment landscape that this company is well-positioned to navigate [14][15]
WESPAC Advisors Increased Its Position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure. Is the Index Fund a Buy?
Yahoo Finance· 2026-01-10 16:29
Core Insights - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund targets companies innovating in electric grid modernization and smart energy management, appealing to investors interested in energy transition trends [1][2] - The fund operates as an ETF with a 0.56% expense ratio, providing liquidity and transparency to investors [1] Investment Strategy - The fund's strategy focuses on tracking the NASDAQ Clean Edge Smart Grid Infrastructure Index, allocating at least 90% of its assets to equities and depositary receipts in the smart grid sector [2] - The underlying holdings are concentrated in companies involved in electric grid infrastructure, energy storage, smart meters, and enabling software, resulting in a non-diversified portfolio [2] Performance Metrics - As of January 6, 2026, shares were priced at $157.42, reflecting a 30.1% increase over the past year, outperforming the S&P 500 by 14.7 percentage points [3] - The fund's quarter-end GRID position value increased by $4.99 million, which includes both trading activity and price movement [3][5] Recent Transactions - WESPAC Advisors SoCal increased its position in the fund by acquiring 32,351 shares, valued at approximately $4.96 million, which now accounts for 1.62% of the fund's assets under management (AUM) [4][5] - This acquisition more than doubled WESPAC Advisors' shares from 20,237 in Q3 to 52,588 in Q4, indicating a bullish outlook towards the fund [6] Market Trends - The rising demand for electricity, driven by the growth of AI and data centers, supports the trend towards clean energy, making the fund a compelling investment opportunity [8]
Digi Power X Announces Entry into Settlement Agreement
Accessnewswire· 2026-01-09 23:45
This news release constitutes a "designated news release" for the purposes of the Company's amended and restated prospectus supplement dated November 18, 2025, to its short form base shelf prospectus dated May 15, 2025. MIAMI, FL / ACCESS Newswire / January 9, 2026 / Digi Power X Inc. ("Digi Power X" or the "Company") (Nasdaq:DGXX)(TSXV:DGX), an innovative energy infrastructure company, today announced that it has entered into a settlement agreement (the "Agreement") with H.C. Wainwright & Co., LLC ("Wai ...
3 Energy Stocks to Buy With $3,000 and Hold Forever
The Motley Fool· 2026-01-09 19:45
Energy demand is projected to surge over the next decade. Here are three stocks to buy today that stand to benefit.Energy has come into focus in the U.S. as artificial intelligence (AI) data centers, electrification, and the reshoring of U.S. manufacturing strain an aging grid. Reliability is of the utmost importance and is driving investments into natural gas, nuclear energy, power infrastructure, and grid resilience.According to a projection from the Bank of America Institute, U.S. electricity demand is e ...
FRMI INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Fermi Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Globenewswire· 2026-01-09 11:15
SAN DIEGO, Jan. 09, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Fermi Inc. (NASDAQ: FRMI): (i) common stock pursuant and/or traceable to the registration statement and prospectus issued in connection with Fermi’s October 2025 initial public offering (the “IPO”); and/or (ii) securities between October 1, 2025 and December 11, 2025, inclusive (the “Class Period”), have until March 6, 2026 to seek appointment as lead plaintiff of the Fermi ...
Citi Maintains a Buy on NVIDIA Corporation (NVDA)
Insider Monkey· 2026-01-09 09:21
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 ...
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 ...
Kinder Morgan (KMI) Price Target Lowered by Analyst, ‘Hold’ Rating Maintained
Yahoo Finance· 2026-01-08 05:12
Kinder Morgan, Inc. (NYSE:KMI) is included among the 10 Best Natural Gas Stocks to Buy Right Now. Kinder Morgan (KMI) Price Target Lowered by Analyst, 'Hold' Rating Maintained Kinder Morgan, Inc. (NYSE:KMI) is one of the largest energy infrastructure companies in North America. The company has an interest in or operates approximately 79,000 miles of pipelines and 139 terminals. On December 23, Jefferies slightly trimmed its price target on Kinder Morgan, Inc. (NYSE:KMI) from $31 to $29, while maintainin ...
Solaris Energy Infrastructure (SEI) Price Target Raised to $70
Yahoo Finance· 2026-01-08 05:12
The share price of Solaris Energy Infrastructure, Inc. (NYSE:SEI) surged by 14.64% between December 30, 2025, and January 6, 2026, putting it among the Energy Stocks that Gained the Most This Week. Solaris Energy Infrastructure (SEI) Price Target Raised to $70 Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States. Solaris Energy Infrastructure, Inc. (NYSE:SEI) received a lift on January 5 when Northland raised ...
FRMI Stockholder Alert: Robbins LLP Reminds Investors of the Securities Class Action Lawsuit Against Fermi Inc.
Prnewswire· 2026-01-08 01:12
Core Viewpoint - A class action has been filed against Fermi Inc. for allegedly misleading investors regarding its business prospects, particularly related to its Project Matador campus [1][2]. Allegations - Fermi Inc. is accused of failing to disclose that it overstated tenant demand for its Project Matador campus [2] - The company did not adequately inform investors about its reliance on a single tenant's funding commitment for the construction of Project Matador [2] - There was a significant risk that the tenant could terminate its funding commitment, which was not disclosed to investors [2] Stock Price Impact - On December 12, 2025, Fermi announced that the first tenant for Project Matador had terminated a $150 million funding agreement, leading to a stock price drop of $5.16 per share, or 33.8%, closing at $10.09 [3] - By the time of the class action announcement, Fermi's stock had traded as low as $8.59 per share, representing a 59% decline from the IPO price of $21.00 per share [3] Class Action Participation - Shareholders interested in serving as lead plaintiffs must submit their papers by March 6, 2026, but participation is not required for recovery [4] - Shareholders can remain absent class members if they choose not to take action [4] Legal Representation - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses [5]