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Three new names are entering the S&P 500, swapping out brewers and homebuilders for fuel-cell technology and genomics, but whether that trade actually benefits VOO holders depends on a math problem most investors overlook.
The stock continues to have its merits despite the Pelosi-induced rally. Amid an AI selloff, here's a case for re-entering the stock.
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here. Small- and mid-cap growth stocks posted significant gains in Q2, led primarily by AI-related companies. The Russell 2500 Index rose 20.26%, while the Wasatch Long/Short Alpha Fund—Investor Class increased by 8.29%. However, the fund […]
Bloom Energy has already turned in triple-digit gains while Wall Street clings to a hold rating, and a credible path to $400 a share hinges on three very specific dominoes falling in the right order.
Index funds are about to become buyers, whether they like the price or not. Should you get there first?
Bloom Energy has turned into one of the market’s more extreme rides, and the latest surge has pushed investors to ask a blunt question about the stock. Do the company’s future cash flows support where Bloom Energy trades today, or has the share price raced ahead of what the business can realistically generate? Over the past 3 years the stock has delivered a very large gain of about 17x, which puts pressure on the underlying cash flow story to carry that move. Joining the S&P 500 and gaining...
Bloom Energy is gaining another meaningful proof point as its fuel cells are being deployed for Aligned Data Centers' 2 GW Project Phoenix in Pennsylvania, said RBC Capital.
One company is already powering AI data centers at scale with record revenue and expanding profits. The other is developing portable nuclear reactors that could one day do the same, but is still waiting on regulatory approval to begin construction.
FERC gave grid operators a Dec. 31 deadline on AI data centers as wildfire liability law shifts, forcing utilities to plan for both at once.
Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.
Bloom Energy is doubling its revenue on the back of AI data center demand. Diamondback is generating extraordinary free cash flow, paying a growing dividend, and quietly positioning itself at the intersection of oil and AI infrastructure.
One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.
AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.
Bloom Energy shares declined amid AI headwinds following top AI leaders flagging safety concerns in the industry.
The latest trading day saw Bloom Energy (BE) settling at $257.05, representing a -6.78% change from its previous close.
FuelCell Energy is pairing continuous fuel-cell generation with batteries and controls to broaden microgrid use for demanding facilities.
If we're still in the early stages of AI, then Bloom could have years of growth ahead.
Bloom Energy (NYSE:BE) stock is down 8% to $253.72 midday Monday, as the artificial intelligence (AI) power bid unwinds days before the stock’s scheduled S&P 500 addition. The move interrupts a run that had Bloom Energy shares up 192% year to date (YTD) heading into the session. Peer fuel cell names are sliding alongside Bloom […]
The SOFC maker could become a foundational stock of the cloud and AI markets.
Broadcom, Bloom Energy, and Sandisk have been highlighted in this Market Edge article.
Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.
Bloom Energy stock has multiple positive catalysts amid the AI data-center boom.
Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.
The semiconductors, memory, and AI infrastructure stocks are on sale. Now is your chance.
A leader in the No. 2-ranked alternative energy group, the AI energy play will join the S&P 500 index.
Bloom Energy's S&P 500 addition triggered mechanical buying pressure, but rival fuel cell stocks with no connection to the rebalance are surging alongside it, pointing to a second, more powerful force at work in the sector.
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