Clover Health Investments, Corp. (CLOV): A Bull Case Theory
Insider Monkey· 2025-09-20 03:55
人工智能能源需求 - 人工智能是电力消耗最大的技术 每个数据中心耗电量相当于一个小型城市 [2] - 人工智能查询 模型更新和机器人突破消耗大量能源 全球电网面临压力 [1][2] - OpenAI创始人警告人工智能未来取决于能源突破 埃隆·马斯克预测明年将出现电力短缺 [2] 能源基础设施机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于人工智能能源需求激增 [3] - 该公司涉及液化天然气出口 核能基础设施和大型工程总承包项目 [7] - 公司完全无负债 持有相当于市值三分之一的现金储备 [8] 多重增长驱动因素 - 特朗普政策推动美国液化天然气出口和制造业回流 公司处于有利位置 [5][7] - 公司持有另一家人工智能热门公司的重大股权 提供间接增长 exposure [9] - 业务涵盖人工智能基础设施超级周期 核电布局和能源出口增长 [14] 投资价值特征 - 剔除现金和投资后 交易市盈率不足7倍 [10] - 对冲基金开始在闭门会议上推荐该股票 [9] - 公司产生实际现金流 拥有关键基础设施和多增长点 exposure [11] 订阅服务内容 - 提供特朗普关税和核能公司的深度报告 预测12-24个月内100%以上上涨潜力 [18][19] - 包含人工智能机器人公司研究报告 预测100倍增长潜力 [19] - 每月提供至少一支精选股票 附赠季度刊物和基金经理访谈视频 [19]
RBC Reiterates Outperform on Clearwater Analytics (CWAN) Amid Platform Expansion
Yahoo Finance· 2025-09-20 03:55
Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best low-priced technology stocks to buy right now. Clearwater Analytics Holdings (NYSE:CWAN) is sharpening its focus on the fast-growing private credit market. At its annual user conference, Connect ’25, on September 17, the company unveiled major enhancements to its Alternative Assets Solution, designed to streamline scalability and compliance in a $2.5 trillion sector. RBC Reiterates Outperform on Clearwater Analytics (CWAN) Amid Platform Exp ...
Citi's Scott Chronert on rate cut playbook
Youtube· 2025-09-20 03:54
Aman Jabers, thank you. Turning now to the markets, a strong week for stocks, for small caps in particular. Finally, the Russell 2000 hitting a new record high yesterday.Everything kind of getting a boost after the Federal Reserve cut interest rates by a quarter point on Wednesday. Earnings remain strong. There's a lot of you talk about a Goldilocks potential for the economy.Let's talk about all of it now with Scott Croner of Cityroup. Scott, good to have you back on the program. What sort of is the playboo ...
CSE Bulletin: Delist - Core One Labs Inc. (COOL)
Newsfile· 2025-09-20 03:54
Toronto, Ontario--(Newsfile Corp. - Le 19 septembre/September 2025) - The common shares of Core One Labs Inc. will be delisted from the CSE at market close today, September 19, 2025. Core One Labs Inc. is currently suspended. See Bulletin 2024-0804. _________________________________ Les actions ordinaires de Core One Labs Inc. seront radiées de la CSE à la fermeture du marché aujourd'hui, le 19 septembre 2025. Core One Labs Inc. est actuellement suspendue. Voir le Bulletin 2024-0804. Date : ...
Why Apple Stock Is Gaining Today
Yahoo Finance· 2025-09-20 03:53
Key Points Apple stock is rising today in conjunction with bullish momentum for tech stocks. The company's share price is also getting a boost from news that the company is increasing production of base-level iPhone 17s. It's too early to tell whether increased production for entry-level iPhone 17s will actually be a net positive for Apple. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) stock is posting significant gains in Friday's trading. The company's share price was up 3.3% as o ...
Trump’s $15B NYT Lawsuit Rejected but Refiler Twist Triggers $TRUMP Coin Selloff
Yahoo Finance· 2025-09-20 03:53
A federal judge has struck down former U.S. President Donald Trump’s $15 billion lawsuit against The New York Times, a case that accused the paper of defamation and election interference. The ruling, delivered by Judge Steven D. Merryday of the Middle District of Florida, criticized the filing as improper under Rule 8 of the Federal Rules of Civil Procedure, citing its length, tone, and political rhetoric. The complaint stretched across 85 pages, with defamation counts not appearing until page 80. The ...
StubHub Holdings: Ticket Platform Is On Sale Itself
Seeking Alpha· 2025-09-20 03:53
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of StubHub Holdings, Inc. ( NYSE: STUB ) have seen substantial losses coming out of the IPO gate, having fallen over 10% as investors are digesting a rapid slowdown in growth and a veryAs ...
Michael Saylor says one asset will crush the S&P 500
Yahoo Finance· 2025-09-20 03:51
Michael Saylor, co-founder and executive chairman of MicroStrategy (now Strategy), has made a surprising remark on Bitcoin. In an interview with Natalie Brunell's podcast, CoinStories, Saylor placed Bitcoin on a continuum with "the great property assets" and predicted that Bitcoin is entering a new stage. Saylor says Bitcoin will eventually take the place of the S&P 500 as the world's go-to standard for long-term wealth. Saylor drew parallels between Bitcoin and the "great property assets" of history — f ...
Confluent (CFLT) Strengthens Growth Strategy with Leadership Change and AI-Driven Data Focus
Insider Monkey· 2025-09-20 03:49
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 ...
CORRECTING and REPLACING Vectice Announces Integration with ServiceNow to Accelerate AI Governance for Financial Services
Businesswire· 2025-09-20 03:49
SAN FRANCISCO--(BUSINESS WIRE)--Vectice, the RegulatoryMLOps platform, announced a partnership with ServiceNow to transform how business, especially banks, deliver audit-ready AI. ...