We're booking some big profits in an AI data center energy play after the stock's big rally

Market Intelligence Analysis

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The company has seen a significant increase in its 2028 financial framework following a strong order update, indicating a positive outlook for revenue, margins, and free cash flow.

Market Impact

Market impact analysis based on bullish sentiment with 88% confidence.

Sentiment
Bullish
AI Confidence
88%

Article Context

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Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue, margins, and free cash flow.

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Original article published by CNBC on December 15, 2025.
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