UBS Maintains Buy on Brookfield Renewable, Lowers Price Target to $34

SpaceX Needs Huge Amounts of Power. Here's the Energy Stock to Buy to Play It.

SpaceX's massive $16.4 billion AI infrastructure spending highlights surging electricity demand from artificial intelligence, expected to double by 2030. Brookfield Renewable is positioned to capitalize on this trend with its globally diversified clean energy portfolio, offering investors a 5.4% yield with 5% annual distribution growth while remaining insulated from potential AI spending bubbles.

Cameco Stock Is Down 42% From Its Record. Here's How I'd Buy It Around Its Oct. 30 Report.

Cameco's stock has fallen 42% from its January peak to $78.60, driven by broad market sell-offs and interest rate concerns rather than uranium fundamentals. Despite uranium prices reaching above 2007 peaks at $96.50/pound, Cameco's realized prices lag due to older contracts. The author suggests buying in stages around the Oct. 30 earnings report, noting the stock trades at 40x forward earnings—double the S&P 500—making it not yet a bargain despite solid long-term uranium demand.

Punchbowl Senior Energy Reporter Joshua Siegel Posts On X "SCOOP: The Trump admin is easing its blockade on wind projects as it looks to motivate Democrats to support the Senate’s bipartisan permitting reform bill. A White House official told me DOD has advanced 2 projects in Maine & SD with more to come. Text subscribers got it 1st!"

Reported Earlier, BEPC Shareholders Approve Brookfield Renewable Corporate Simplification, BEP Unitholder Vote Set For October 29, Completion Expected In Fourth Quarter 20