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2024-06-20 08:05:00 ET Summary ETFs and CEFs can make the investing process much simpler, even if you give up some of the potential for alpha in the process. I share my macro outlook for the next decade. I share the five funds I would pick if I had to hold five over the next d...
2024-06-19 19:47:42 ET Summary Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter, with around 75 individual stock positions. New stakes include Qualcomm, Broadcom, Dell Technologies, and Constellation Energy, while stakes in Apple, Walt Disney,...
2024-06-18 14:32:09 ET More on Constellation Energy and Vistra Vistra: This Sector Outperformer Looks Undervalued At This Price Third Point - Vistra: In A Pole Position To Capitalize On Trends Constellation Energy: Expensive But Well Positioned Alongside Robust Deman...
2024-06-07 12:18:57 ET Shares of Constellation Energy (NASDAQ: CEG) rallied 16.8% in May, according to data provided by S&P Global Market Intelligence . Powering the utility's strong performance were its first-quarter results and the growing optimis...
2024-06-05 17:25:47 ET More on Enphase Energy Enphase Energy: Market Wants An Irrational Rally Enphase Energy: Managing The Solar Crash Better Than Its Peer Still No Need To Buy Enphase Energy Stock Read the full article on Seeking Alpha For further d...
2024-05-31 15:36:18 ET More on Vistra Vistra Q1 2024 Earnings Call Transcript Third Point - Vistra: In A Pole Position To Capitalize On Trends Vistra Adds Vital Nuclear Power Capacity Read the full article on Seeking Alpha For further details see: ...
2024-05-30 18:39:56 ET SocGen says buy mining, greenflation stocks as the next commodities trade lies in equities Not Impressed By Either Of The Stories That Have Been Powering XLU Apple reportedly plans major AI update for Siri Biden administration throws suppor...
2024-05-29 20:38:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-28 12:31:17 ET Summary Investors overlook Constellation Energy at its current price despite regulatory advantages and unprecedented data center power demand. While Constellation Energy's stock price has risen significantly, the potential for accelerated nuclear power gener...
2024-05-28 12:00:10 ET David Arcaro from Morgan Stanley issued a price target of $237.00 for CEG on 2024-05-28 09:49:00. The adjusted price target was set to $237.00. At the time of the announcement, CEG was trading at $230.8. The overall price target consensus is at $14...
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2024-07-15 12:15:00 ET Shares of Constellation Energy (NASDAQ: CEG) rocketed 71.3% in the first half of 2024, according to data from S&P Global Market Intelligence . That easily outperformed the S&P 500 , which got off to a strong start ...
2024-06-29 05:45:00 ET AI is a game-changing technology. It can significantly boost productivity and reduce costs. That's driving companies to pour billions of dollars into buying AI chips to train models and power applications. The AI investment frenzy has driven up ...