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A $20 billion order book sounds like years of growth already locked in. So how quickly can the factory turn it into revenue?
A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.
Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.
The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.
A massive AI buildout is hitting a new execution test
Bloom Energy shares sink as Oracle issues a force majeure notice on its New Mexico AI data center. Here’s why the development is bearish for BE stock.
Bloom Energy could still generate big multibagger gains.
Bloom Energy's share price has surged over the past year.
Bloom Energy's fuel cells would power this massive data center.
Six months ago we called it: two fuel cell stocks, two completely different fates. Since then one has become the go-to power source for AI hyperscalers while the other fights for survival, and the distance between them keeps growing.
Bloom Energy built its entire bull case on a backlog anchored by one massive data center project, and now a pipeline delay outside its control is forcing investors to ask whether 2027 and 2028 revenue targets were ever as solid as the pitch sounded.
Surging Treasury yields just gave fuel cell investors a painful reminder that clean energy ambitions come with a price tag, and not every company in the sector is equally equipped to handle it.
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here. The Midcap Equity Strategy returned 16.9%, net of fees, in the second quarter, bringing year-to-date returns to 12.3%, compared with Bloomberg U.S. Mid Cap Index’s 11.1% quarterly gains and 12.1% year-to-date returns. […]
According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.
Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spells opportunity or accelerating collapse depends on which number you trust more.
After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.
Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.
Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its massive artificial intelligence data center in New Mexico. Facing fierce local opposition and regulatory setbacks, the tech giant has issued a force majeure notice to the project’s developer, a unit of Blue Owl Capital Inc., in an attempt to suspend payments should the facility fail to meet its 2028 launch date.
Sale follows stock's 268% rise over the past year.
Bloom is capitalizing on soaring electricity demand from AI data centers, while Marathon is benefiting from robust refining margins.
Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]
PLUG's revenue recovery and hydrogen projects contrast with BE's soaring sales outlook and demand for onsite power.
Bloom Energy's stronger price performance, earnings surprise history and AI-driven growth outlook give it the edge over Fluence Energy.
Key Stats for Bloom Energy StockCurrent Price: $276. 53Target Price (Mid): ~$1,425Street Target: ~$280Potential Total Return: ~422%Annualized IRR: ~47% / yearWhat Happened?Bloom Energy (BE) closed at $276.
The Federal Reserve’s latest rate hike has pushed borrowing costs higher, which puts even more pressure on aging energy infrastructure that cannot be upgraded cheaply. Capital is getting pricier while demand for electricity from AI data centers and electrification keeps building. That mix creates a potential opening for investors looking at the specialists that build and equip the power network. This article walks through three grid technology stocks from our curated list. The three stocks...
Bloom Energy chases AI-driven growth with mounting losses and debt, while NextEra Energy delivers stable profits backed by 6 million utility customers.
Bloom Energy is profitable on a free cash flow basis, while Eos Energy Enterprises is burning cash despite explosive revenue growth, a critical divide for risk-conscious investors.
Index reshuffle puts Bloom Energy back on the radar Bloom Energy (BE) just moved into the FTSE All-World Index and the S&P 500 Equal Weighted Index after being dropped from a Russell small cap benchmark, putting the stock in front of a different group of institutional investors. Recent trading has been lively for Bloom Energy, with a 1-day share price return of 2.73%, a 7-day gain of 6.16% and a 30-day share price return of 35.46%, even though the 90-day share price return declined 15.25% as...
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