Two Major Firms Initiate Bullish Coverage on Fermi Stock
Stifel and Rothschild initiate Buy ratings on Fermi with $29-$31 price targets, citing unique power solutions for AI data centers and attractive growth potential.
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#Energy & Utilities↓
Trump Administration Pushes 60-Day Fast-Track for Data Center Power Connections
Trump's energy secretary proposes 60-day approval process for data center grid connections, down from years-long waits, to boost AI development and compete with China.
Nextracker Q2 Earnings Surge, Raises FY26 Outlook, Forms MENA JV
Nextracker reports stellar Q2 2026 financial results, raising full-year guidance, and forming the strategic Nextracker Arabia joint venture with Abunayyan Holding to localize solar manufacturing across the MENA region.
NuScale Jumps 11% While Oklo Falls: Why Investors Had Divergent Reactions to the Army’s Microreactor Initiative
The US Army launched "Janus" to deploy small nuclear reactors for secure military power. Companies will build them. Stock prices varied.
Venture Global Shares Plunge as BP Wins Multi-Billion Dollar Potential Contract Breach Case
BP has won its arbitration case against Venture Global over the failure to deliver contracted LNG from the Calcasieu Pass plant. The ruling, which mandates a 2026 hearing for over $1 billion in damages, heightens VG’s financial exposure amid multiple ongoing claims.
US Solar Tariff Collection Temporarily Paused: What It Means for the Industry
US courts pause collection of billions in retroactive solar import duties while appeal proceeds, providing temporary relief to importers and manufacturers.