Amazon.com, Inc. (NASDAQ:AMZN) ranks among the best fundamental stocks to buy right now. Morgan Stanley reaffirmed its Overweight rating and $300 price target for Amazon.com, Inc. (NASDAQ:AMZN) on September 10, pointing to the company’s entry into the fresh grocery sector. According to Morgan Stanley, Amazon’s U.S. gross merchandise value may increase by about 120 basis points for every 1% of the market share it gains in this area. christian-wiediger-rymh7EZPqRs-unsplash Morgan Stanley states that Amazo ...

AeroVironment, Inc. (NASDAQ:AVAV) ranks among the best fast growth stocks to buy now. Following the company’s first-quarter results, which revealed better-than-expected sales growth, Stifel maintained its Buy rating and $295 price target on AeroVironment, Inc. (NASDAQ:AVAV) on September 10. The drone manufacturer reiterated its fiscal year projection for both sales and EBITDA and recorded a 16% organic sales growth in the quarter, exceeding the expectations of the market. Moreover, Stifel does not consid ...

Nebius Group (NASDAQ:NBIS) ranks among the best fast growth stocks to buy now. Following Nebius Group (NASDAQ:NBIS) securing its first hyperscaler deal with Microsoft, worth up to $19.4 billion over five years, BWS Financial maintained its Buy rating and raised its price target on the company’s shares from $90 to $130 on September 9. The Microsoft agreement, which would see the tech giant use almost all of NBIS’s New Jersey facility, is a major turning point for Nebius Group (NASDAQ:NBIS), according to B ...

AI能源需求激增 - AI是史上最耗电的技术 每次ChatGPT查询和模型更新都消耗大量能源 数据中心的能耗相当于小型城市 [1][2] - 全球电网正面临压力 电力价格上涨 公用事业公司急于扩大容量 AI能源需求可能明年就会出现电力短缺 [2] - AI未来发展取决于能源突破 需要可靠清洁的核能作为下一代电力战略核心 [2][7][14] 能源基础设施投资机会 - 一家鲜为人知的公司拥有关键能源基础设施资产 包括核能基础设施和美国LNG出口关键环节 [3][7][14] - 公司具备执行大型复杂EPC项目能力 覆盖油气、可再生燃料和工业基础设施领域 [7] - 公司处于无债务状态 持有相当于市值三分之一的现金储备 估值剔除现金和投资后市盈率不足7倍 [8][10] 政策驱动因素 - 特朗普政府推动"美国优先"能源政策 要求欧洲和盟国购买美国LNG 公司将从每滴出口LNG中收取费用 [5][7] - 关税政策促使美国制造商将业务回流 公司将为这些设施提供重建、改造和重新工程设计服务 [5] - 公司同时受益于AI基础设施超级周期、回流浪潮和美国LNG出口激增三大趋势 [14] 多元化投资价值 - 公司持有另一家热门AI公司的重大股权 为投资者提供多重AI增长引擎的间接曝光 [9] - 对冲基金开始在闭门投资峰会上推荐该股票 认为其估值被严重低估且具有巨大上涨空间 [9][10] - 公司产生真实现金流 拥有关键基础设施 并持有其他主要增长故事的股份 [11]

DraftKings Inc. (NASDAQ:DKNG) ranks among the best fast growth stocks to buy now. On September 15, Benchmark reaffirmed its Buy rating and $53 price target for DraftKings Inc. (NASDAQ:DKNG) following the company’s NFL Week 1 results in New York, which exhibited significant handle growth. The firm highlighted that substantial margin compression across the market was caused by bettor-friendly NFL outcomes such as favorites covering and overs hitting, as well as excellent results on popular props and parlay ...

Cameco Corporation (NYSE:CCJ) ranks among the best fast growth stocks to buy now. On September 9, CLSA initiated an Outperform rating on Cameco Corporation (NYSE:CCJ), with a price target of $102. CLSA identified growing demand for nuclear energy as a major tailwind for the uranium producer, given that nuclear reactors can run for up to a century and directly contribute to Cameco’s profit margins. CLSA also praised Cameco’s solid environmental, social, and governance (ESG) performance, citing the company ...

Arista Networks, Inc. (NYSE:ANET) ranks among the best fast growth stocks to buy now. UBS reaffirmed its Buy rating and price target of $155 on Arista Networks, Inc. (NYSE:ANET) shares on September 15, citing the company’s optimistic forecast for 2026. Despite aspects that likely remain conservative across both revenue and margins, the firm pointed out that Arista Networks, Inc. (NYSE:ANET) offered a CY26 and multi-year outlook that investors should find encouraging. UBS pointed out that Meta, Microsoft, ...

Micron Technology, Inc. (NASDAQ:MU) ranks among the best fast growth stocks to buy now. In anticipation of Micron Technology, Inc. (NASDAQ:MU)’s upcoming earnings report, Deutsche Bank maintained its Buy rating on the company on September 15 and boosted its price target from $155 to $175. The bank expects DRAM supply to remain constrained until 2026, with High Bandwidth Memory (HBM) taking a significant share of bit capacity at a 3:1 trading ratio that continues to expand. This supply restriction is proj ...

Stock for the nuclear energy start-up is trading up 1,980% compared to a year ago.Nuclear energy has come back from the dead, led by the soaring demand for electricity from artificial intelligence (AI) data centers. Oklo (OKLO 29.42%) is a nuclear energy start-up trying to take advantage of this great need. As a so-called "fast fission" developer, the company is in the middle of planning and certification for a nuclear power plant design, nuclear waste recycling, and producing radioisotopes.Investors have t ...

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