Cameco Corporation (NYSE:CCJ) is one of the stocks on Jim Cramer’s radar recently. Answering a caller’s question about the stock during the lightning round, Cramer said: “No, Cameco is not speculative, that’s right. It’s just a business, a very good business, and it’s done quite well. And I’m not putting that in that camp of no earnings. Nothing on the balance sheet, no. They’re a good company, and you’re absolutely right, you can own that stock.” A stock market data. Photo by Alesia Kozik on Pexels C ...

股价表现核心驱动因素 - 公司股价显著上涨76%，主要驱动力包括收入增长5.3%、利润率收缩24%以及市盈率大幅提升118% [1] - 股价变动受到与Meta平台达成电力供应合作、以164亿美元收购Calpine、分析师积极评级上调以及人工智能和核能需求增长等多重因素影响 [1][5] 具体业务发展事件 - 公司与Meta平台就克林顿核电站的电力供应达成合作伙伴关系，该消息于2025年6月推动股价上涨 [5] - 公司以164亿美元收购Calpine的交易预计将于2025年第四季度完成，此举将提升公司产能和盈利水平 [5] - 公司2025年第一季度财报显示其GAAP及调整后运营利润表现强劲，并对第二季度业绩给出积极预测 [5] 行业趋势与外部环境 - 人工智能数据中心对清洁能源的需求激增，以及支持性核能政策共同推动了行业增长 [5]

卡梅科公司战略合作与股价表现 - 卡梅科公司与美国政府达成战略合作伙伴关系 该合作旨在加速和部署核能 [1] - 卡梅科对西屋公司的部分所有权预计将在核能部署中发挥重要作用 [1] - 合作背景是前总统唐纳德·特朗普今年早些时候签署的核能行政命令 [1] - 卡梅科股价在周二股市开盘前大幅上涨 [1] - 卡梅科公司股价创下新高 主要受前所未有的机遇驱动 [4] - 卡梅科作为铀矿商 其股票出现突破并伴有看涨指标 [4] - 卡梅科股票形成罕见基底形态 带来新的买入机会 [4] 相关公司市场表现与技术指标 - Vistra公司的相对强度评级获得提升 显示其技术面表现正在改善 [2] - NextEra Energy公司显示出改善的相对价格表现 [4] - 尽管面临ESG反弹和可持续性质疑 清洁能源股票表现仍超越化石燃料股票 [4] - Palantir等科技领先公司被提升至最佳股票名单 例如IBD 50、IPO领先股和行业领先股名单 [4]

Good morning. Ruth Porat, Alphabet and Google’s president and chief investment officer, is a former longtime CFO who is strategically evaluating what’s needed for AI to drive economic uplift.“I think we are living in an extraordinary time, and I think of it as a time where there are two speeds,” Porat said during a panel session at the Fortune Global Forum on Sunday in Riyadh, Saudi Arabia.One speed, she explained, is the pace of change, breakthroughs, and scientific discovery. The other is slower—the pace ...

Google and American electrical utility giant NextEra Energy announced a partnership Monday to revive Iowa's only nuclear power plant to meet growing low-carbon energy demand from artificial intelligenceThe Duane Arnold Energy Center, which closed in 2020, could begin operating in early 2029, pending regulatory approval."Once operational, Google will purchase power from the 615-MW plant as a 24/7 carbon-free energy source to help power Google's growing cloud and AI infrastructure in Iowa, while also strength ...

公司概况 - 公司是公用事业领域的重要参与者，专注于向美国数百万客户提供电力和天然气 [1] - 公司以对清洁能源的承诺而闻名，并对可再生能源进行了大量投资 [1] - 公司与其他主要公用事业公司如Duke Energy和Ameren Corporation存在竞争关系 [1] 评级与股价 - 富国银行于2025年10月27日将公司股票评级从“均配”上调至“超配”，表明对其未来表现信心增强 [2][6] - 评级上调时公司股价为60.80美元 [2] - 当前股价为60.80美元，微跌0.43%（0.26美元），当日交易区间在60.30美元至61.35美元之间 [5] - 公司市值为518.9亿美元，当日成交量为4,017,309股 [5] 行业趋势与驱动因素 - 人工智能数据中心的需求正在推动核能行业发展，使公司受益 [2][6] - 麦肯锡公司强调，到2030年，全球AI数据中心基础设施的资本支出预计将达到7万亿美元 [3][6] - 这一激增将推动电力需求增长，使核能成为满足全球电力需求的关键角色 [3] 政策环境 - 总统行政命令旨在到2050年将美国核电容量翻两番（增至四倍），进一步加强核电行业 [4][6] - 这一政策转变支持公司对核能的战略重点，并与数据中心持续运行带来的电力需求增长相符 [4]

股东持股变动 - TB Alternative Assets Ltd 在2025年第三季度减持了94,343股 Constellation Energy 股票，执行了价值约3045万美元的卖出指令 [1][2] - 减持后，该基金对 Constellation Energy 的持股降至69,606股，价值约2291万美元，占其美国股票报告资产的34% [2][3] - 此次减持使 Constellation Energy 从该基金的第二大持仓（占投资组合的98%）降级为第十三大持仓（总持仓数量为48）[8] 公司股价表现 - 截至2025年10月16日，Constellation Energy 股价为39653美元，过去一年上涨417% [3] - 公司股价在过去一年的表现超越标普500指数359个百分点 [3] 公司财务与运营概况 - 公司过去十二个月营收为2357亿美元，净利润为375亿美元 [4] - 公司当前股息收益率为039%，但自2022年开始派息以来，股息支付已增长175% [4][9] - Constellation Energy 是美国领先的能源供应商，拥有超过32,400兆瓦的发电容量，资产组合包括核能、风能、太阳能、天然气和水电 [5][6] 业务发展前景 - 公司的核能业务板块预计将在未来数年带来增长的收入流 [10] - 《通胀削减法案》中的核能税收抵免政策获得扩展，为公司提供了政府支持 [10] - 公司与 Meta 签署了一项为期20年的协议，将为其 Clinton Clean Energy Center 的全部产出提供电力 [10]

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 ...

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 ...

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 ...