BWX Technologies (BWXT) Tops Q4 EPS by 19c, provides guidance
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- Wall St set to gain on tech rebound, Middle East in focus
- SpaceX prices historic IPO at $135/share in largest ever new listing
- Oil drops as Trump cancels planned strikes against Iran
- Intel rallies as BofA double-upgrades stock on increased CPU, foundry visibility
- Oppenheimer sees little strategic case for Tesla-SpaceX merger
- NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
- Needham Starts Hyliion Holdings (HYLN) at Buy
- Adobe CFO Dan Durn to depart company in June 2026
- Oppenheimer Starts SpaceX (SPCX) at Outperform, PT $190, 'space infrastructure appears structurally advantaged'
- Pentagon reportedly locked down, hazmat teams responding
Mizuho analyst shares his favorite power, nuclear SMID cap long idea
February 25, 2026 4:00 PM ESTA leading Mizuho technology specialist is highlighting nuclear power as one of the most compelling areas for investors seeking fresh long ideas amid a challenging year for the tech sector.
Jordan Klein, the firms TMT specialist, said the struggle to generate alpha in technology has pushed portfolio managers to look beyond traditional areas.
Software and much of FinTech and Internet sectors are dumpster fires, he wrote,... More
