Constellation Energy Corporation

Vistra Corp.

NRG Energy, Inc.

If artificial intelligence is the new gold, electricity is the shovel without which it cannot be mined, analysts say

Melius names five stock-beneficiaries of the energy revolution that AI needs to drive

China Petroleum & Chemical Corporation

PetroChina Company Limited

CNOOC Limited

The development of the Chinese economy for about 20 years was one of the main factors that ensured the growth of oil consumption in the world. But now China's role has changed: it is becoming a leader in reducing its consumption and limiting its purchases, thereby increasing risks for oil exporting countries. This is changing the situation in the entire global oil industry.

"A cup of rice in your own hands": how China has changed the oil market

NVIDIA Corporation

Advanced Micro Devices, Inc.

Nvidia and AMD made a deal with the U.S. government and agreed to give 15% of the proceeds from sales of certain chips in China in exchange for export licenses. Nvidia has been at the center of a conflict with China over allegations that its H20 AI chips are unsafe, which the company categorically denies. At the same time, hedge funds in the energy sector changed their long-term strategy: they started to actively short oil stocks and cut their bets against solar energy. These and other topics are discussed in the review of key events by the morning of August 11.

Highlights for the morning: Nvidia to share revenue with the U.S., SoftBank's bid and a play against oil

Sunrun Inc.

First Solar, Inc.

Enphase Energy, Inc.

Freedom Broker recommends selling residential solar panel stocks, which could be hit hard by potential tax changes forthcoming in the U.S. The "Big Beautiful Bill" entails scrapping a 30% tax credit for households that install solar panels within six months of the bill's passage, as well as power production and investment credits for wind and solar companies six years earlier than the program was supposed to end.&nbsp;

Freedom Broker names clean energy winners and losers from proposed U.S. tax changes

In June, Constellation signed a major contract with Meta, one of the major players in the artificial intelligence market

An analyst advised to buy Constellation Energy shares. What makes the company stand out?

Centrus Energy Corp.

Meta Platforms, Inc.

BofA has initiated coverage on Centrus Energy, a smaller company that supplies nuclear fuel for use in reactors, with a "buy" recommendation at a target price implying 13% upside to current quotes – and that is after a 7% gain yesterday, June 4, when the stock hit a decade-long high. Shares have continued to rise during premarket trading today.

'World's only public enriched nuclear fuel company' Centrus jumps on BofA initiation

Zeo Energy Corp.

Quotes on Zeo Energy, a small-cap provider of residential solar, distributed energy, and energy efficiency solutions, soared almost 120% yesterday, May 29, before giving back 15% in premarket trading today. This came after Zeo <a href="https://investors.zeoenergy.com/press-release?i=145893">announced</a> it would acquire Heliogen, which specializes in renewable energy storage solutions for industrial facilities and data centers. <a href="https://www.channelchek.com/news-channel/zeo-energy-to-acquire-heliogen-forming-a-comprehensive-clean-energy-platform">According</a> to the investment bank Noble Capital Markets, this deal marks a strategic shift for Zeo, positioning it as a more vertically integrated energy provider with diversified revenue streams.

Green energy