Now it's time for some of our trending tickers. We got our eye on Amazon, Cameco, those share prices rising and universal health services stock dropping. Let's start with Amazon. Those shares are going higher after the company announced a $20 billion investment in Pennsylvania. Pennsylvania governor, Joshua Shapiro, announcing that the digital retailer plans to build two data centers in the state with one arranging to plug directly into a nuclear plant in the area. Now these data centers expected to continue to grow. Amazon's cloud computing and artificial intelligence infrastructure. The latest announcements among a slew of new investments by the company around the country. So, and this isn't even the first one that they've had in Pennsylvania. It's just the latest and remember, the company recently said it was going to invest $10 billion in North Carolina for AI infrastructure.

Yeah. It's remarkable, the numbers you're putting out. So, plans to invest at least $20 billion in Pennsylvania uh to expand data center infrastructure. Sounds like Salem Township and Falls Township, those are the first communities identified as as sites. It's going to create they say um 20,000, 1,250 new high school jobs. And by the way, what's remarkable about that, is to your point, it was just last week on this show we were talking how they were going to put $10 billion in North Carolina, which the governor, I believe called that investment the largest in the state history.

I I will say, you know, I was perusing, um which I'm always inspired by you, I was perusing the analyst ratings on this company and something like 75 buy equivalent ratings and just anecdotally, the tech analysts who we speak to, it seems like even among the tech giants, Amazon has sort of emerged as a favorite for many of them. Not all of them, but for many of them. That's the name that surfaces again and again that has been a top pick this year.

Yeah. A lot of love on the street for Amazon for sure. All right, we are also watching shares of Cameco skyrocketing after a company they own 49% of Westinghouse electric increased their EBITDA outlook for the next year. So Cameco, uh company saying I guess on Friday was that the share of Westinghouse adjusted EBITDA will rise 170 million from this one-time IP payment and the analysts are out, they're taking out their red pens, making adjustments. TD Cowen, for example, hiked that target, just one of many, a few here saying reflecting the increased payment from Westinghouse and said they expect higher multiples given positive momentum in nuclear.

Yes. So Cameco, a provider of uranium, Westinghouse a builder of nuclear plants among other um sort of engineering services here. So as you mentioned, Cameco owns 49% of Westinghouse. Westinghouse got this one time um IP payment, but I will mention just zooming out a little bit, um 32% is the return give or take that Cameco has seen this year and the stock's trading at a record high. You know, we talked a lot about um you know, we were just talking with Mary Powell about what we're seeing in terms of energy demand. We were just talking about Amazon and where is that power coming from? As we've spoken a lot about, a lot of it, or at least some of it is going to come from nuclear. Um and Cameco and Westinghouse both play into that. Apparently, the Financial Times reporting over the weekend that Westinghouse is in talks to, it will have some kind of role in the nuclear expansion plans in the U.S.

Yeah, I'm just looking, BMO looks like raised the target as well. The Westinghouse asset now expected to deliver a bumper Q2.

Mm, like to hear that. Finally, ending on Universal Health Services, it's seeing its stock price fall following comments by that company's CEO at a conference, the Goldman Sachs annual Global Healthcare conference. UHS CFO, Steve Felton saying the length of stays in hospitals are still longer than pre-COVID times. Other hospital providers like Tenet Healthcare seeing similar drops in their share prices as well. So that seems to be part of what's going on here. We also are still having concern um in the industry about potential cuts to Medicaid payments. There was apparently a presidential memo on Friday that spoke to that. So analysts are also talking about that, which is still percolating through.

Yeah. One other headline I saw with health. They weigh in multiple bids for its Latin American operations. This is according to Reuters, citing sources. It looks like uh again, per Reuters, the company has four non-binding bids for that subsidiary operates in Colombia and Chile for about a billion dollars.

Got it. Yeah, a lot of uncertainty in the industry overall though.