Big call scan: Duke Energy, Amgen, RATIONAL and Munich Re.

The US regional utility Duke Energy (DUK) is benefiting from the AI boom due to its well-developed renewable energy capacities, capitalizing on the exponentially increasing demand for CO2-neutral energy, which promises excellent growth opportunities in the medium term. Given the US government's announced incentives for the expansion of nuclear power, it is likely that progress will also be made on the planned expansion of nuclear power capacities from the current 10 GW, providing strong chances to further expand the high-margin business with PPA...