-- ナノ・ニュークリア・エナジー（NNE）は水曜日、スーパーマイクロ・コンピューター（SMCI）と、ナノのエネルギーシステムとスーパーマイクロの人工知能サーバーおよびデータセンタープラットフォームの統合に関する覚書を締結したと発表した。 両社は、ナノのマイクロリアクターをデータセンターへの原子力発電に活用するプロジェクト、スーパーマイクロのAIサーバーラックと冷却システムを原子力エネルギー製品に統合するプロジェクト、データセンター顧客向けの市場開拓戦略の策定など、様々な目標を掲げて共同で検討していくという。 財務的な詳細は明らかにされていない。 水曜午前の取引で、ナノの株価は15%以上上昇し、スーパーマイクロの株価も16%近く上昇した。
Price: $26.45, Change: $+3.68, Percent Change: +16.16%
TransAlta (TAC) reported Q1 earnings on Wednesday, showing total generation of 5,444 gigawatt hours, down from 6,832 GWh a year earlier, according to the company.The company reported gas-fired generation for the quarter ended Mar. 31 at 3,146 GWh, compared with 3,504 GWh a year earlier, it said.Wind and solar production increased to 1,938 GWh from 1,905 GWh a year earlier, while hydro generation declined to 360 GWh from 383 GWh, according to the company.Hydro availability improved to 95.4% in Q1 from 93.6% a year earlier, while wind and solar availability slipped to 92.9% from 94.0%. Gas segment availability declined to 94.0% from 95.5%, the company added.TransAlta signed a memorandum of understanding with Brookfield and Canada Pension Plan Investments for a Keephills data center project in Alberta, including an initial 230 MW power agreement and potential expansion up to 1 GW, subject to approvals.The company acquired Far North Power in February, adding 310 MW of natural gas-fired generation capacity from four facilities in Ontario for about CA$95 million ($69.7 million), it said.The company is advancing a 700 MW coal-to-gas conversion project at Centralia under a long-term tolling agreement with Puget Sound Energy, with the project expected to require about US$600 million in capital and begin operations in late 2028, TransAlta added.TransAlta's development pipeline includes 860 MW of mid-stage projects and 2,890 MW of early-stage projects, according to the company.Price: $12.64, Change: $+0.04, Percent Change: +0.32%
According to National Bank of Canada's preliminary estimate based on Centris data, seasonally adjusted home sales in Montreal fell by 9.0% from March to April, marking the sharpest decline since October 2023, when buyers were bracing for potential interest rate cuts by the Bank of Canada.Despite this decline, the Montreal market continues to compare favorably with other major Canadian cities, thanks in particular to its better affordability conditions; transaction levels in Montreal in April were at their historical average, while they were 26.5% below average in Toronto and 31.5% below in Vancouver.Although the sluggishness of the Quebec economy and the persistent commercial and geopolitical uncertainty in the background could explain part of the slowdown observed in April, the bank believes that the lingering winter conditions in April may have played a role.Indeed, to support this hypothesis, National Bank notes the decline across all property segments and the decreases recorded in most of the province's major cities. Upcoming data for May could confirm the validity of this theory.However, the bad weather doesn't seem to have dampened sellers' enthusiasm, as the bank estimates that new listings increased by 4.2% between March and April. Combined with the decline in sales, this resulted in a 3.9% increase in active listings, marking the fourth consecutive monthly rise.Overall, market conditions, as measured by the ratio of active listings to sales, eased considerably during the month and moved into balanced territory.However, this situation could be temporary if transactions rebound in May, which could tighten market conditions, it added.
Price: $394.44, Change: $+10.13, Percent Change: +2.64%