-- 摩根士丹利周一发布的一份关于比特币挖矿公司的报告指出，TeraWulf (WULF) 和 Cipher (CIFR) 的基本上涨空间巨大，因为比特币向数据中心转型的估值“越来越有吸引力”。 摩根士丹利分析师表示，TeraWulf 位于马里兰州和肯塔基州的数据中心电力容量的扩大，使其能够进一步为人工智能公司开发数据中心容量，从而推动其增长。他们指出，该公司正持续达成协议，为包括 Alphabet (GOOG, GOOGL) 旗下的谷歌在内的大型人工智能企业建造和租赁电力设施。 报告显示，该公司第一季度的财务业绩表明其转型计划取得了显著进展，超过一半的收入来自高性能计算托管服务，预计第二季度及今年剩余时间将有更多计算容量上线。 报告指出，TeraWulf估值上调主要源于收购新增兆瓦电力产能带来的约40亿美元额外价值，但部分被用于新电站建设的约6亿美元现金支出减少所抵消。 摩根士丹利维持对该公司股票的“增持”评级，并将目标价从37美元上调至41.50美元。
Price: $20.23, Change: $+0.23, Percent Change: +1.15%
Stifel Canada cut its price target on the shares of FirstService (FSV.TO, FSV) shares to US$200.00, from US$215.00 even though the company reported "solid" first quarter results.Analyst Daryl Young, who is maintaining a buy rating on the shares, says overall, the macro environment remains tepid which is stymying a more "fulsome" re-acceleration of results, but FirstService should still be able to grind out mid to single digit growth (plus upside from tuck-ins and potential restoration storm-revenues)."We view the stock as trading at a trough valuation on trough estimates."Price: $199.36, Change: $-0.68, Percent Change: -0.34%
RBC Capital Markets lowered its price target on the shares of Westport Fuel Systems (WPRT.TO, WPRT) to US$1.75 from US$2.00 on Friday after the company reported its fourth-quarter financial results on Thursday.RBC has a sector-perform rating on the shares of the company."4Q25 results came in above expectations on revenue but below on margins due to impairments," said RBC.Focus continues to be on cash burn, cost management, liquidity, and growth opportunities now that the business is smaller and more focused, noted RBC.The company should benefit from new lower-cost production this year, following the facility change over in 4Q25, RBC further noted and added that WPRT reaffirmed its strategy to capitalize on commercial opportunities in key markets for hydrogen and for NG heavy-duty transport."We think proof points of growth are needed in addition to the self-help initiatives," said RBC.The company started production at key facilities in Ontario and China, noted RBC."Although the hydrogen industry remains muted, China could be the fastest growing market internationally and mgmt indicated expectations for volumes to pick up," added RBC. "The China facility will enable local competition with local costs and suppliers."Price: $2.71, Change: $-0.01, Percent Change: -0.37%
US natural gas futures rose in midday trading on Monday as escalating geopolitical tensions and supply disruptions in key LNG markets lifted global price expectations.The front-month Henry Hub contract and the continuous contract both rose by 2.54% to $2.59 per million British thermal units.US natural gas futures stayed near an 18-month low, pressured by rising inventories and mild weather, according to Trading Economics.Storage levels climbed to 8% above seasonal norms for the week ended April 24, up from 7% a week earlier, while the Energy Information Administration reported a 103 billion cubic feet injection for the week ended April 17, above forecasts, last year's 77 Bcf build, and the five-year average of 64 Bcf, Trading Economics said.In the US, natural gas prices had faced recent pressure, with prompt-month Henry Hub futures falling last week alongside declines across the forward curve, as production and demand remained largely steady, according to NRG Energy.US supply fundamentals were steady, with production near 106.5 Bcf/d and demand around 102 Bcf/d, while weather-driven heating demand fluctuated and LNG feedgas eased, NRG Energy said.Imports from Canada declined to 4.7 Bcf/d from 5.5 Bcf/d the previous week, NRG Energy added.Mild weather is expected to curb demand over the course of the week. "Mild weather continues to suppress broad demand, with only residual heating load in northern markets and limited early cooling demand nationally," Pinebrook Energy Advisors said in a daily note.According to NatGasWeather, the Rockies and Northern Plains are expected to be mild to cool over the next few days as weather systems move through, bringing showers and highs in the 50s-60s.The rest of the US is projected to be pleasant to warm, with highs in the 60s to 80s, except for hotter conditions in Texas, where temperatures will reach the 90s, NatGasWeather said. Cooler air is also forecast to spread across the Midwest, Ohio Valley, and Northeast later in the week, extending into Texas and the South, with highs generally in the 60s to 70s and locally in the 80s.Overall, demand is expected to be moderate over the next seven days, according to NatGasWeather.Meanwhile, in the Middle East, Iran has reportedly proposed easing restrictions on transit through the Strait of Hormuz if the US lifts economic and military pressure and agrees to end hostilities, while postponing discussions on its nuclear program.