ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Forum: Aktien Thema: Hauptdiskussion
MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY 2028 Morgan Stanley says surging AI demand could create a power shortfall of up to 20% — about 13–44 GW — for U.S. data centers through 2028. Analysts led by Stephen Byrd called AI computing “the most important technological shift in modern history,” warning that power constraints could become a major bottleneck for growth. Possible fixes include natural gas turbines, fuel cells, and small nuclear deals, which together could add up to 40 GW of supply. The bank also noted Bitcoin miners repurposing sites for AI computing, with new models like “neocloud” partnerships and long-term powered-shell leases offering strong value potential. https://x.com/deitaone/status/1988602808275239187?s=46&t=CND_DF6ErYtM-d_GnIoKqA
Doubts persist about deal to allow uranium trucks on the Navajo Nation Trucks filled with uranium ore rumble down two-lane highways, sharing the road with tourists and locals, and the question of what happens in an accident concerns people along the route. Energy Fuels Inc. says the ore is not a risk to people and insists the company complies with government regulations, including an agreement with the Navajo Nation. The details of the agreement between Energy Fuels and the Navajo Nation are not all public, and many residents say they don't trust either side of the deal when it comes to the safety of the people. https://eu.azcentral.com/story/news/local/arizona-environment/2025/11/11/navajo-nation-energy-fuels-uranium-agreement-raises-concerns/86456522007/
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Thema | ||
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| 1 | Keel Infrastructure Corporation Hauptdiskussion | -14,50 % | |
| 2 | BAYER Hauptdiskussion | +8,62 % | |
| 3 | ALPHABET Hauptdiskussion | -0,61 % | |
| 4 | Super Micro Computer Hauptdiskussion | -1,41 % | |
| 5 | Iris Energy | -9,67 % | |
| 6 | AMC ENTERTAINMENT Hauptdiskussion | -1,82 % | |
| 7 | FIRST MAJESTIC Hauptdiskussion | +4,70 % | |
| 8 | NEL ASA Hauptdiskussion | -0,95 % | |
| 9 | AIXTRON Hauptdiskussion | -12,27 % | |
| 10 | für alle, die es ehrlich meinen beim Traden. | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | Keel Infrastructure Corporation Hauptdiskussion | -14,50 % | |
| 2 | BAYER Hauptdiskussion | +8,62 % | |
| 3 | ALPHABET Hauptdiskussion | -0,61 % | |
| 4 | Super Micro Computer Hauptdiskussion | -1,41 % | |
| 5 | Iris Energy | -9,67 % | |
| 6 | AMC ENTERTAINMENT Hauptdiskussion | -1,82 % | |
| 7 | FIRST MAJESTIC Hauptdiskussion | +4,70 % | |
| 8 | NEL ASA Hauptdiskussion | -0,95 % | |
| 9 | DeFi Technologies: Eine Perle? | +4,05 % | |
| 10 | AIXTRON Hauptdiskussion | -12,27 % | Alle Diskussionen |