Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

23,585 signal articles · 311 in last 24h · 112,405 total before filter · latest 1h ago
311last 24h
2132last 7d
379● bullish (7d)
186● bearish (7d)
204publishers
AllMacro296Earnings1213M&A90Regulatory23Product13Analyst20
✕ clear all filtersticker: NLRsentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade
24/7 Wall St.37d agoneutral
AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more for the Global X Uranium ETF (NYSEARCA:URA) than any fund marketing team could have engineered. URA sits at the intersection of two forces the market cannot ignore. Data centers need staggering amounts of always-on power, ... AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels
24/7 Wall St.43d agoneutral
Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels

Power demand is the bottleneck of the AI buildout, and nuclear is the only zero-carbon source that can run a hyperscaler 24 hours a day without weather risk. Hyperscalers have already signed 20-year power purchase agreements with Constellation, Talen, and Vistra, while small modular reactor designs from NuScale and X-energy work through Nuclear Regulatory Commission ... Nuclear Power Is the Only Real Answer to AI Data Center Demand and These 3 ETFs Cover the Trade at Three Risk Levels

3 Nuclear Energy Stocks Powering the AI Boom in June
24/7 Wall St.61d agoneutral
3 Nuclear Energy Stocks Powering the AI Boom in June

AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA’s Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June

Load Up on Nuclear Before the Data Center Energy Race Accelerates: These 3 ETFs Cover Reactors, Uranium, and Smart Grid
24/7 Wall St.72d agoneutral
Load Up on Nuclear Before the Data Center Energy Race Accelerates: These 3 ETFs Cover Reactors, Uranium, and Smart Grid

Nuclear power has become the default answer to a question Wall Street did not expect to ask this decade: where will the electricity for AI come from? Hyperscalers are signing power purchase agreements directly with reactor operators, dormant plants are being recommissioned, and small modular reactor (SMR) developers are moving from PowerPoint to permitting. Investors ... Load Up on Nuclear Before the Data Center Energy Race Accelerates: These 3 ETFs Cover Reactors, Uranium, and Smart Grid

The Most-Compared ETFs Right Now — And What They Reveal
etf.com76d agoneutral
The Most-Compared ETFs Right Now — And What They Reveal

<p>ETF.com's Comparison Tool logged nearly 97,000 user sessions over the past 28 days, revealing four dominant investor themes: semiconductor ETFs (led by the SMH vs. SOXX matchup with 2,478 users), large-cap growth ETF selection (SCHG, VUG, QQQM, and QQQ), nuclear and uranium energy, and momentum factor investing via SPMO. T-bill ETFs and core portfolio fundamentals round out the most-searched comparisons, painting a picture of a highly engaged, research-driven investor base thinking hard about

From Copper to Nuclear: 6 ETFs That Cover Every Layer of the Grid Resilience Boom
24/7 Wall St.85d agoneutral
From Copper to Nuclear: 6 ETFs That Cover Every Layer of the Grid Resilience Boom

The American grid is being asked to do something it was never designed to do: power an artificial intelligence (AI) build-out, electrify transportation, support reshored manufacturing, and replace aging transmission lines all at the same time. This is a multi-year capital cycle that spans several sectors. The investors who own only one layer of it ... From Copper to Nuclear: 6 ETFs That Cover Every Layer of the Grid Resilience Boom