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According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.
The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week
Rising power demand from AI, EVs and extreme heat is fueling renewables and storage, spotlighting three stocks positioned for the energy transition.
Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.
Each company is charting its own unique path in the AI power revolution.
The SOFC maker's latest upgrade will further accelerate its system deployments.
PLUG's core product demand remains uneven, with sharp declines in electrolyzers and hydrogen infrastructure offset by fuel cell growth.
Bloom Energy (NYSE:BE) stole the options tape on September 8, when CNBC Halftime Report’s Oliver Renick, reporting from the Cboe in Chicago, flagged the fuel cell name as the day’s standout in the options pits. His verbatim call: “Options there are booming, with 50% more calls likely bought versus puts and $350 million almost in […]
The pace at which the Bloom stock price has climbed over the past five years isn't sustainable.
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]
JPMorgan Chase, EOG Resources and Bloom Energy offer distinct ways to navigate rate, oil-price and AI power trends ahead of the Fed decision.
The catalysts that have strengthened Bloom Energy's rally are about to get a lot stronger.
Everyone is chasing the companies building AI. But what if the bigger bottleneck is the power that powers them?
Catherine Clay, CEO of S&P Dow Jones Indices, discusses the upcoming S&P reconstitution and rebalance, noting that the process is fully transparent and routine. She says market participants already know which names are entering and leaving the index, including Bloom Energy, Illumina and Everpure joining the S&P this month, and have ample time to adjust portfolios accordingly. She speaks with Romaine Bostick & Tyler Kendall on "The Close."
JPMorgan, EOG Resources and Bloom Energy offer distinct exposure to rates, oil prices and AI-driven power demand before the Fed's September decision.
Check out the companies making headlines yesterday:
Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
Illumina stock is joining the S&P 500 on Sept. 21. Here's why that matters, what's fueling growth, and what investors should watch next.
BE's S&P 500 inclusion spotlights ETFs with exposure to its AI-driven growth while offering investors a diversified approach to the fuel cell giant.
Everpure stock is joining the S&P 500 on Sept. 21. Here's what's changing, why it matters, and what's driving Everpure's growth this year.
FuelCell Energy's Q3 loss narrowed year over year but missed estimates as sales fell 29.4% and $17M of Fit Energy charges widened the gross loss.
The speed of delivery is vital in the race for AI supremacy.
The S&P 500 is set for another shakeup, with Bloom Energy (BE), Everpure (P), and Illumina (ILMN) all joining in the next quarterly rebalancing near the end of September.
Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 11.2% in the afternoon session after news that the company will join the S&P 500 index on September 21.
Bloom Energy (BE) stock returned about 361% in the year from September 4, 2025, moving from roughly $55 to roughly $253. The power shortage behind that run was not what set Bloom apart from everyone else selling into it. The sign worth having sat in Bloom's own disclosures, and it was about speed.
One of the Fastest-Growing Renewable Energy Companies on Wall Street and a Specialty Retailer Outperforming its Industry.
Shares of Bloom Energy are surging on the news that the company is set to join the S&P 500.
Bloom Energy is set to join the S&P 500 before trading begins on September 21.
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