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RBC Capital Trims Cheniere Energy (LNG) PT to $271, Maintains Outperform Rating
Yahoo Finance· 2026-01-31 20:46
Cheniere Energy Inc. (NYSE:LNG) is one of the most undervalued large cap stocks to invest in now. On January 28, RBC Capital lowered its price target for Cheniere Energy to $271 from $282 while maintaining an Outperform rating. This sentiment was announced as part of the firm’s Q4 2025 preview for the US Midstream sector. The firm attributed its revised estimates primarily to the impact of commodity prices and production curtailments. RBC Capital also noted that while natural gas-focused stocks underperf ...
INVESTOR DEADLINE: Fermi Inc. (FRMI) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
Prnewswire· 2026-01-31 01:00
公司概况与诉讼背景 - 费米公司是一家能源和人工智能基础设施公司 [2] - 公司于2025年10月进行了首次公开募股,以每股21.00美元的价格出售了37,375,000股普通股 [2] - 罗宾斯·盖勒律所宣布,针对费米公司的集体诉讼已启动,主要原告申请截止日期为2026年3月6日 [1] IPO与指控期间 - 诉讼涉及两个群体:1)依据或可追溯至2025年10月IPO相关注册声明和招股说明书购买普通股的投资者;2)在2025年10月1日至2025年12月11日期间购买公司证券的投资者 [1] - 诉讼指控费米公司、其部分高管和董事以及IPO承销商违反了《1933年证券法》和/或《1934年证券交易法》 [1] 具体指控内容 - 指控称,在IPO发行文件及整个指控期间,被告做出了虚假和/或误导性陈述,且/或未能披露以下信息 [3] - 具体指控包括:1)费米公司夸大了其“斗牛士项目”园区的租户需求 [3];2)未充分披露“斗牛士项目”的建设资金在多大程度上依赖于单一租户的资金承诺 [3];3)未披露该租户终止其资金承诺存在重大风险 [3] 触发事件与股价影响 - 2025年12月12日,费米公司披露其预期的“斗牛士项目”人工智能园区的首个租户已终止了一份价值1.5亿美元的“建设预付款协议”,该协议本应为设施提供建设成本 [4] - 此消息导致费米公司股价在当日下跌近34% [4] - 截至诉讼提起时,费米公司股价已跌至每股8.59美元的低点,较21.00美元的IPO发行价下跌了59% [5] 律所与案件进程 - 罗宾斯·盖勒律所是全球领先的代表投资者处理证券欺诈和股东诉讼的律所之一,在2024年为投资者追回了超过25亿美元 [7] - 根据《1995年私人证券诉讼改革法案》,符合资格的投资者可以申请担任主要原告,代表所有其他集体成员指导诉讼 [6] - 投资者分享任何潜在未来赔偿的能力并不依赖于担任本案的主要原告 [6]
OTC Markets Group Welcomes AltaGas Ltd. to OTCQX
Globenewswire· 2026-01-30 20:00
NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced AltaGas Ltd. (TSX: ALA; OTCQX: ATGFF), a leading North American infrastructure company, has qualified to trade on the OTCQX® Best Market. AltaGas Ltd. upgraded to OTCQX from the Pink Limited™ Market. AltaGas Ltd. begins trading today on OTCQX under the symbol “ATGFF.” U.S. investors can find current financial disclosure and Real ...
Here’s Why Scotiabank Lifted the Price Target on Gold Royalty Corp (GROY) to $6 from $5
Insider Monkey· 2026-01-30 02:48
人工智能的能源需求与挑战 - 人工智能是史上最耗电的技术 驱动大型语言模型如ChatGPT的每个数据中心耗电量堪比一座小型城市 [2] - 人工智能的快速发展正将全球电网推向极限 电力需求激增导致电网紧张、电价上涨 [1][2] - 行业领袖发出警告 OpenAI创始人Sam Altman指出人工智能的未来取决于能源突破 而Elon Musk预测明年人工智能将面临电力短缺 [2] 被忽视的能源基础设施投资机会 - 一家鲜为人知的公司拥有关键的能源基础设施资产 定位于满足即将到来的人工智能能源需求激增 [3] - 该公司并非芯片制造商或云平台 但可能是美国最重要的人工智能股票之一 因为它从数字时代最有价值的商品——电力中获利 [3][6] - 该公司是人工智能能源热潮的“收费站”运营商 在液化天然气出口领域扮演关键角色 并从特朗普“美国优先”能源政策中受益 [4][5][7] 公司的核心业务与财务优势 - 公司拥有关键的核能基础设施资产 处于美国下一代电力战略的核心位置 [7] - 公司是全球少数有能力在石油、天然气、可再生燃料和工业基础设施领域执行大规模复杂工程、采购和建设项目的企业之一 [7] - 公司完全无负债 且持有大量现金储备 其现金规模相当于其总市值近三分之一 [8] - 公司还持有另一家人工智能热门公司的巨额股权 让投资者能以非溢价方式间接接触多个人工智能增长引擎 [9] 公司的估值与市场关注度 - 剔除现金和投资后 该公司的交易市盈率低于7倍 [10] - 一些全球最隐秘的对冲基金经理已在闭门投资峰会上推荐该股票 认为其估值被严重低估 [9] - 华尔街开始注意到该公司 因其同时受益于多重顺风 且没有高估值负担 [8] 驱动公司增长的宏观趋势 - 人工智能基础设施超级周期 [14] - 特朗普时代关税推动的制造业回流热潮 [5][14] - 美国液化天然气出口激增 [7][14] - 在核能领域的独特布局 核能是未来清洁可靠电力的来源 [14]
Bitfarms Ltd. (BITF) Gets Downgraded to Market Perform from Outperform by Keefe Bruyette – Here’s Why
Insider Monkey· 2026-01-30 02:48
人工智能的能源需求与挑战 - 人工智能是史上最耗电的技术 驱动大型语言模型如ChatGPT的每个数据中心耗电量堪比一座小型城市 [2] - 人工智能的快速发展正将全球电网推向极限 电力需求激增压低电网 导致电价上涨 [1][2] - 行业领袖发出警告 OpenAI创始人Sam Altman指出人工智能的未来取决于能源突破 而Elon Musk预测明年人工智能将面临电力短缺 [2] 被忽视的能源基础设施投资机会 - 一家鲜为人知的公司拥有关键的能源基础设施资产 定位于满足即将到来的人工智能能源需求激增 [3] - 该公司并非芯片制造商或云平台 但可能是美国最重要的人工智能股票之一 因为它从数字时代最有价值的商品——电力中获利 [3][6] - 该公司是人工智能能源热潮的“收费站”运营商 在液化天然气出口等领域占据关键位置 [4][7] 公司的核心业务与战略定位 - 公司拥有关键的核能基础设施资产 处于美国下一代电力战略的核心位置 [7] - 公司是全球少数有能力在石油、天然气、可再生燃料和工业基础设施领域执行大规模、复杂工程、采购和施工项目的企业之一 [7] - 公司在美国液化天然气出口领域扮演关键角色 该行业在特朗普总统“美国优先”能源政策下即将爆发式增长 [5][7] - 公司业务还受益于特朗普关税政策推动的制造业回流 公司将率先参与这些设施的改造与重建 [5] 公司独特的财务与投资优势 - 公司完全无负债 与背负巨额债务的能源和公用事业公司形成鲜明对比 [8] - 公司持有大量现金储备 规模相当于其总市值近三分之一 [8] - 公司持有一家人工智能热门公司的巨额股权 让投资者能以间接方式接触多个人工智能增长引擎而无需支付溢价 [9] - 剔除现金和投资后 公司交易市盈率低于7倍 估值极低 [10] 宏观趋势与增长驱动力 - 人工智能基础设施超级周期、关税驱动的制造业回流潮、美国液化天然气出口激增以及核能领域的独特布局 共同构成公司的增长驱动力 [14] - 人工智能是终极颠覆者 正在动摇传统行业的根基 拥抱人工智能的公司将蓬勃发展 [11] - 全球顶尖人才正涌入人工智能领域 这保证了突破性想法和快速进步的持续涌现 [12]
Barclays Revises Cheniere Energy (LNG) Outlook Highlighting Strength in Natural Gas Market
Yahoo Finance· 2026-01-29 15:07
Cheniere Energy Inc. (NYSE:LNG) is one of the best inexpensive stocks to buy now. On January 15, Barclays analyst Theresa Chen lowered the price target on Cheniere Energy to $259 from $262 and maintained an Overweight rating. Ahead of Q4 2025 earnings reports, the firm revised its price targets for the midstream and refining sectors. The firm noted that companies with high exposure to crude and refined liquids remain vulnerable to broader macroeconomic shifts. Conversely, natural gas-focused operators are ...
Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners
Yahoo Finance· 2026-01-29 07:39
Snow-covered pipeline and power plant with rising chart, representing energy stocks rallying during a winter storm. Key Points Nuclear power generation is proving its worth by providing stable electricity during weather events when other sources struggle to perform. Extensive pipeline networks are essential for balancing supply and demand across different regions during periods of high consumption and stress. The shift toward reliable firm power is accelerating as data center expansion and electrificat ...
Midstream/MLP Payouts Rise to Start 2026
Etftrends· 2026-01-29 03:48
Midstream/MLP Payouts Rise to Start 2026 | ETF TrendsETF Trends is now VettaFi. Read More --The midstream sector is kicking off 2026 with a robust display of financial health, as a significant wave of distribution and dividend increases sweeps through the industry.See more: [Midstream Distribution Growth: Plains & Enterprise Lead New Wave of Increases]Underscoring the segment's commitment to returning capital to shareholders, several prominent midstream names have announced payout hikes this month. For fina ...
Redwire (RDW) Soars 30% on Defense Contract Award
Insider Monkey· 2026-01-29 03:07
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 ...
Jim Cramer on MPLX: “I Think That’s a Terrific, Inexpensive Stock”
Yahoo Finance· 2026-01-29 01:52
MPLX LP (NYSE:MPLX) is one of the stocks Jim Cramer answered questions about. When a caller mentioned that they invested in the stock, Cramer remarked: Well, you know, I like it from the book. I think that’s a terrific, inexpensive stock… I put those stocks in for one particular reason because I think it’s great to have some income as you get older. That’s not a younger person stock; that’s an older person stock. I one day might have to look at it as I grow in wisdom. Photo by Nicholas Cappello on Unsp ...