Wells Fargo Sees Market Bottom and Shifts Sector Strategy Toward Utilities
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NextEra Energy Analyst Ratings
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Jefferies Maintains Hold on Constellation Energy, Lowers Price Target to $223
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BlackRock: Defensive Sectors Are the Way to Go Amid Shifting Trade Policy, Slower Growth
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Amazon and NVIDIA discuss AI Energy demand: in the short term, clean Energy may yield to fossil fuels!
① Executives from Amazon and NVIDIA mentioned at an Energy conference that they would consider using Henry Hub Natural Gas and other fossil fuels to power AI Datacenters; ② They pointed out that reducing carbon emissions remains a long-term goal for companies, but in the short term, it is still necessary to rely on secure and stable fossil fuels to provide electrical utilities for Datacenters; ③ However, the idea of using Coal for power has been controversial, with some arguing that it should not be the preferred choice.
Wall Street Powers to Second-best Weekly Gain of the Year With a Nearly 5% Advance
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Looking At Vistra's Recent Unusual Options Activity
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The company's CEO has clearly stated: the trade war will destroy everything!
Due to the cost surge brought about by Trump's tariff policy and the wavering of Consumer confidence, many corporate giants in the USA have significantly lowered their earnings expectations during this earnings report season, covering various fields such as Consumer goods, Aviation, Energy, and telecommunications. Statistics show that more than 90% of companies mentioned the impact of tariffs during their earnings call, with the mention rate of the term 'recession' soaring from less than 3% in the fourth quarter of last year to 44%.