消息面上，美国最大的核反应堆运营商Constellation Energy与微软达成20年协议，同意将该公司计划重启的三里岛核电站所有发电量出售给微软，为其电力需求巨大的人工智能数据中心提供能源。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.
Key focus.
Microsoft's 'cash capabilities' boost the nuclear power sector wildly! The largest carbon-free nuclear power giant in the USA. $Constellation Energy (CEG.US)$ Soared more than 22% overnight, American electrical utilities giant. $Vistra Energy (VST.US)$ Surged by over 16%. $NRG Energy (NRG.US)$ Rose over 6%, both hitting historical highs.
It is worth noting that Vistra Energy's year-to-date increase has exceeded 182%, Public Service Enterprise Group's cumulative increase exceeds 119%, and NRG Energy has accumulated an increase of over 70%. At the same time, other electric power stocks have also benefited, surging by nearly 4%, with a year-to-date increase of as high as 45%; $Public Service Enterprise Group (PEG.US)$ Rising by nearly 4%, with a year-to-date increase of 45%; $Exelon (EXC.US)$ Rising by over 2% with the stock price hitting a new high.
On the news front, the largest nuclear reactor operator in the United States, Constellation Energy, has reached a 20-year agreement with Microsoft, agreeing to sell all the generated electricity from the Three Mile Island nuclear power plant planned to be restarted by the company to Microsoft, providing energy for its large artificial intelligence datacenter needs.
The stock price has risen nearly 60% this year! $Meta Platforms (META.US)$ Stock prices have hit a new historic high, with the market focusing on Meta AI.
On September 21st, the technology media The Verge's senior reporter, Victoria Song, stated that in a year where AI wearable devices generally performed poorly, Ray-Ban's Meta smart glasses exceeded expectations.
At the Meta Connect developer conference starting this Wednesday (September 25), a large number of Meta AI displays are expected. Meta is expected to release updated versions of the Ray-Ban Meta smart glasses at the conference, potentially incorporating a new chat robot assistant experience. In addition, Meta's internally developed Orion new mixed reality glasses are also expected to shine at this conference.
With a surge of up to 200% this year, it surpasses Nvidia! The American fast food chain $CAVA Group (CAVA.US)$ Repeatedly hitting new historical highs.
Following a strong performance in the second quarter of the 2024 fiscal year, several institutions have adjusted the stock price target for CAVA Group. Argus Research maintains a buy rating and raises the target price from $104 to $128, citing the company's growth potential. Loop Capital also increased the target price from $80 to $122, maintaining a hold rating; JPMorgan raised the target price from $77 to $90, maintaining a neutral rating.
One, the US stock market giant hits a new high.
II. Innovative American individual stocks
III. Popular U.S. stock gains and losses rankings
Editor/Somer