Needham Identifies Potential in Two Underrated Energy Stocks Benefiting from the Data-Center Surge
AI and Data Center Boom: The surge in AI is driving significant investment in data center construction, with major tech companies like Microsoft, Amazon, Meta, and Alphabet spending nearly $360 billion to support their AI and cloud computing initiatives.
Energy Consumption Concerns: Data centers are projected to consume around 945 TWh of electricity by 2030, contributing to rising global electricity demand, primarily due to their power-hungry cooling and climate control systems.
Generac Holdings Overview: Generac, a leader in power generation solutions, is positioned to benefit from the data center boom, with a projected revenue increase tied to their industrial-strength generators and energy management products.
Primoris Services Potential: Primoris Services, a specialty contractor, is expanding its data center segment and has seen significant revenue growth, with a focus on sustainable infrastructure and energy solutions that support the data center industry.
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Winter Storm Fern to Impact Natural Gas Production, Excelerate Energy Stock Soars 28%
- Natural Gas Price Surge: Natural gas prices have jumped 70% in less than two weeks, reaching record highs, which has driven Excelerate Energy (EE) stock up 28% this month, reflecting strong market demand and renewed investor confidence in natural gas supply.
- Production Loss Estimates: Natural gas production is projected to decrease by 10 to 80 billion cubic feet, similar to the 30 billion cubic feet loss caused by Winter Storm Uri in 2021, potentially leading to supply tightness and impacting price volatility in the market.
- Utility Challenges: Heavy snow and freezing rain could lead to widespread power outages for utilities like Exelon (EXC) and NRG Energy (NRG), with analysts projecting a 42% upside for NRG's stock price, indicating confidence in its recovery capabilities amid adverse weather conditions.
- Infrastructure Investment Opportunities: As concerns over grid reliability increase, companies like Quanta Power Services (PWR) may benefit from power line repairs and infrastructure investments, with analysts expecting this to drive long-term investment growth in the energy sector.
Virtus Advisers Acquires 216,217 Shares of SSR Mining Valued at Nearly $6.91 Million
- New Investment Position: Virtus Advisers, LLC disclosed a new position in SSR Mining, acquiring 216,217 shares valued at nearly $6.91 million as of September 30, 2025, indicating strong confidence in the company's growth potential.
- Increased Holdings: This acquisition positions SSR Mining as a significant holding in Virtus Advisers' portfolio, representing 5.3% of their assets under management, reflecting its strategic importance in the precious metals market.
- Outstanding Stock Performance: As of November 13, 2025, SSR Mining shares were priced at $21.19, up 294.6% year-over-year, showcasing the company's robust performance amid soaring gold prices.
- Optimistic Market Outlook: SSR Mining achieved nearly 215% stock price growth in 2025, driven by gold prices rising over 70%, suggesting that further increases in gold prices could lead to additional stock price gains for the company.
Virtus Advisers Acquires $6.91 Million in SSR Mining Stock
- Increased Holdings: Virtus Advisers disclosed a new position in SSR Mining by acquiring 216,217 shares valued at nearly $6.91 million in Q3 2025, making it one of the fund's largest holdings and reflecting confidence in the company's growth prospects.
- Surging Stock Price: SSR Mining's stock soared over 200% in 2025, driven by rising gold prices and a recent acquisition, showcasing the company's strong performance and attractiveness in the gold market.
- Strategic Acquisition: The acquisition of the Cripple Creek & Victor mine in Colorado in early 2025 significantly expanded SSR Mining's portfolio, positioning it as the third-largest gold producer in the U.S. and reducing geopolitical risks.
- Gold Price Impact: With gold prices surging over 70% in 2025, further increases in gold prices could lead to additional gains for SSR Mining's stock, making it crucial for investors to monitor gold price trends closely.
Should Investors Consider Buying Primoris Services Stock Following Momentum's Significant Position Announcement?
Informed Momentum's Investment: Informed Momentum initiated a new position in Primoris Services Corporation, acquiring 67,981 shares valued at $9.18 million, which constitutes 1.05% of their total assets under management (AUM).
Performance and Growth: Primoris has shown significant growth, with a 32% year-over-year revenue increase in the third quarter, reaching $2.2 billion, and its stock has outperformed the S&P 500 by 37.14 percentage points over the past year.
Strategic Positioning: The investment positions Primoris as the fourth-largest holding in Informed Momentum's portfolio, indicating a bullish outlook on the company's potential, particularly due to its involvement in infrastructure projects supporting AI expansion.
Market Context: Primoris operates as a leading specialty contractor in the engineering and construction sector, benefiting from ongoing infrastructure projects, which are expected to drive continued sales growth in the coming years.
Daily Upgrade Report for Validea Kenneth Fisher Strategy - December 12, 2025
Validea's Upgrades: Validea's Price/Sales Investor model, based on Kenneth Fisher's strategy, has upgraded several stocks, indicating improved ratings due to strong fundamentals and valuations.
NACCO Industries: The rating for NACCO Industries Inc. increased from 48% to 70%, reflecting its position as a small-cap value stock in the Coal industry with solid fundamentals.
Primoris Services Corp: Primoris Services Corp's rating rose from 60% to 80%, highlighting its growth potential in the Construction Services industry, driven by its critical infrastructure services.
OraSure Technologies: OraSure Technologies Inc. saw its rating improve from 58% to 70%, showcasing its growth in the Biotechnology & Drugs sector through innovative health diagnostics solutions.
Major Stocks on the Rise Monday: Paramount Skydance, Wave Life Sciences, Ocular Therapeutix, Carvana, and More
U.S. Stock Market Performance: U.S. stocks declined, with the Dow Jones dropping over 200 points on Monday, while several companies saw significant gains in their share prices.
Paramount's Acquisition Move: Paramount Skydance Corporation's shares surged nearly 10% after announcing a $30 per share all-cash tender offer to acquire Warner Bros. Discovery, valuing the deal at $108.4 billion.
Biotech Stock Gains: Wave Life Sciences and Structure Therapeutics experienced remarkable increases of 129.1% and 100.5%, respectively, following positive clinical trial results for their obesity treatments.
Other Notable Stock Movements: Companies like Fulcrum Therapeutics and Kymera Therapeutics also saw substantial share price increases due to promising clinical trial data, while Carvana announced its inclusion in the S&P 500, boosting its stock by 11.6%.
Winter Storm Fern to Impact Natural Gas Production, Excelerate Energy Stock Soars 28%
- Natural Gas Price Surge: Natural gas prices have jumped 70% in less than two weeks, reaching record highs, which has driven Excelerate Energy (EE) stock up 28% this month, reflecting strong market demand and renewed investor confidence in natural gas supply.
- Production Loss Estimates: Natural gas production is projected to decrease by 10 to 80 billion cubic feet, similar to the 30 billion cubic feet loss caused by Winter Storm Uri in 2021, potentially leading to supply tightness and impacting price volatility in the market.
- Utility Challenges: Heavy snow and freezing rain could lead to widespread power outages for utilities like Exelon (EXC) and NRG Energy (NRG), with analysts projecting a 42% upside for NRG's stock price, indicating confidence in its recovery capabilities amid adverse weather conditions.
- Infrastructure Investment Opportunities: As concerns over grid reliability increase, companies like Quanta Power Services (PWR) may benefit from power line repairs and infrastructure investments, with analysts expecting this to drive long-term investment growth in the energy sector.
Virtus Advisers Acquires 216,217 Shares of SSR Mining Valued at Nearly $6.91 Million
- New Investment Position: Virtus Advisers, LLC disclosed a new position in SSR Mining, acquiring 216,217 shares valued at nearly $6.91 million as of September 30, 2025, indicating strong confidence in the company's growth potential.
- Increased Holdings: This acquisition positions SSR Mining as a significant holding in Virtus Advisers' portfolio, representing 5.3% of their assets under management, reflecting its strategic importance in the precious metals market.
- Outstanding Stock Performance: As of November 13, 2025, SSR Mining shares were priced at $21.19, up 294.6% year-over-year, showcasing the company's robust performance amid soaring gold prices.
- Optimistic Market Outlook: SSR Mining achieved nearly 215% stock price growth in 2025, driven by gold prices rising over 70%, suggesting that further increases in gold prices could lead to additional stock price gains for the company.
Virtus Advisers Acquires $6.91 Million in SSR Mining Stock
- Increased Holdings: Virtus Advisers disclosed a new position in SSR Mining by acquiring 216,217 shares valued at nearly $6.91 million in Q3 2025, making it one of the fund's largest holdings and reflecting confidence in the company's growth prospects.
- Surging Stock Price: SSR Mining's stock soared over 200% in 2025, driven by rising gold prices and a recent acquisition, showcasing the company's strong performance and attractiveness in the gold market.
- Strategic Acquisition: The acquisition of the Cripple Creek & Victor mine in Colorado in early 2025 significantly expanded SSR Mining's portfolio, positioning it as the third-largest gold producer in the U.S. and reducing geopolitical risks.
- Gold Price Impact: With gold prices surging over 70% in 2025, further increases in gold prices could lead to additional gains for SSR Mining's stock, making it crucial for investors to monitor gold price trends closely.
Should Investors Consider Buying Primoris Services Stock Following Momentum's Significant Position Announcement?
Informed Momentum's Investment: Informed Momentum initiated a new position in Primoris Services Corporation, acquiring 67,981 shares valued at $9.18 million, which constitutes 1.05% of their total assets under management (AUM).
Performance and Growth: Primoris has shown significant growth, with a 32% year-over-year revenue increase in the third quarter, reaching $2.2 billion, and its stock has outperformed the S&P 500 by 37.14 percentage points over the past year.
Strategic Positioning: The investment positions Primoris as the fourth-largest holding in Informed Momentum's portfolio, indicating a bullish outlook on the company's potential, particularly due to its involvement in infrastructure projects supporting AI expansion.
Market Context: Primoris operates as a leading specialty contractor in the engineering and construction sector, benefiting from ongoing infrastructure projects, which are expected to drive continued sales growth in the coming years.
Daily Upgrade Report for Validea Kenneth Fisher Strategy - December 12, 2025
Validea's Upgrades: Validea's Price/Sales Investor model, based on Kenneth Fisher's strategy, has upgraded several stocks, indicating improved ratings due to strong fundamentals and valuations.
NACCO Industries: The rating for NACCO Industries Inc. increased from 48% to 70%, reflecting its position as a small-cap value stock in the Coal industry with solid fundamentals.
Primoris Services Corp: Primoris Services Corp's rating rose from 60% to 80%, highlighting its growth potential in the Construction Services industry, driven by its critical infrastructure services.
OraSure Technologies: OraSure Technologies Inc. saw its rating improve from 58% to 70%, showcasing its growth in the Biotechnology & Drugs sector through innovative health diagnostics solutions.
Major Stocks on the Rise Monday: Paramount Skydance, Wave Life Sciences, Ocular Therapeutix, Carvana, and More
U.S. Stock Market Performance: U.S. stocks declined, with the Dow Jones dropping over 200 points on Monday, while several companies saw significant gains in their share prices.
Paramount's Acquisition Move: Paramount Skydance Corporation's shares surged nearly 10% after announcing a $30 per share all-cash tender offer to acquire Warner Bros. Discovery, valuing the deal at $108.4 billion.
Biotech Stock Gains: Wave Life Sciences and Structure Therapeutics experienced remarkable increases of 129.1% and 100.5%, respectively, following positive clinical trial results for their obesity treatments.
Other Notable Stock Movements: Companies like Fulcrum Therapeutics and Kymera Therapeutics also saw substantial share price increases due to promising clinical trial data, while Carvana announced its inclusion in the S&P 500, boosting its stock by 11.6%.
