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05.11.25 - 17:17
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3 Solar Stocks Our Top Chart Strategist is Watching as Energy Demand Surges (Barchart)
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solar power ecology by vvaldmann via Shuttershock A new research note from Wells Fargo reveals that “power” is among the hottest buzzwords in third-quarter earnings calls so far, with mentions of “power,” “electricity,” or “energy” surging by more than 100% year-over-year among S&P 500 Index ($SPX) members, according to the firm. As hyperscalers scramble to secure power supplies for their ambitious data center projects, Wells Fargo writes, “Power remains our preferred way to play the AI capex cycle.” The AI Power Trade It's an investing narrative that Barchart's own Senior Market Strategist, John Rowland, CMT, has been following closely for a while now. From the energy storage demand that's driving battery stocks higher to the nuclear energy renaissance that's boosting the joint venture between GE Vernova (GEV) and Hitachi (HTHIY) , Rowland has been right on top of this “behind the meter” trade – down to the last copper wire . Don't Miss a Day: From crude oil to coffee, sign...
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05.11.25 - 14:36
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Asahi Kasei lizenziert Elektrolyttechnologie an EAS Batteries (Electrive)
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Asahi Kasei hat mit dem deutschen Unternehmen EAS Batteries einen Lizenzvertrag für seine Acetonitril-basierte Elektrolyttechnologie unterzeichnet. Die Zusammenarbeit unterstützt die Entwicklung und Markteinführung einer neuen Lithium-Ionen-Zelle mit extrem hoher Leistung, die für anspruchsvolle Mobilitäts- und Industrieanwendungen vorgesehen ist....
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05.11.25 - 13:24
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SoftBank Launches New Joint Venture with OpenAI (Nippon)
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Tokyo, Nov. 5 (Jiji Press)--Japanese telecommunications carrier SoftBank Corp. said Wednesday that it has established a new joint venture, SB OAI Japan G.K., with its parent company, SoftBank Group Corp., and U.S. artificial intelligence giant OpenAI. SB OAI Japan, equally owned by OpenAI and a company established by SoftBank and SoftBank Group, will develop agent-type AI technology called "......
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05.11.25 - 09:24
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SoftBank H1 Net Income Rises; Revenue Up 7.9% (AFX)
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BRUSSELS/FRANKFURT/PARIS (dpa-AFX) - SoftBank reported first half net income attributable to owners of the company of 348.8 billion yen, an increase of 7.7% from prior year. Earnings per share was......
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