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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Small Stocks Are Trouncing Market Giants—And That’s Not a Good Sign
The Wall Street Journal112d agoneutral
Small Stocks Are Trouncing Market Giants—And That’s Not a Good Sign

While market watchers obsess about the dominance of a handful of gigantic stocks, smaller companies are the real winners this year. The Russell Microcap index of market tiddlers is up 21%, the Russell 2000 small-capitalization index a bit less, and the S&P 500 only slightly over half as much. Investors should be paying attention, both to understand why smaller stocks did so well, and why it might not last.

Is Bloom Energy (BE) One of the Best Renewable Energy Stocks to Buy According to Billionaires?
Insider Monkey112d agobullish
Is Bloom Energy (BE) One of the Best Renewable Energy Stocks to Buy According to Billionaires?

Bloom Energy Corporation (NYSE:BE) is included among the 10 Best Renewable Energy Stocks to Buy According to Billionaires. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally On June 1, UBS reaffirmed its ‘Buy’ rating on Bloom Energy Corporation (NYSE:BE) and […]

3 Momentum Industrials Stocks to Target This Week
StockStory113d agoneutral
3 Momentum Industrials Stocks to Target This Week

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

The Bull Case For Bloom Energy (BE) Could Change Following New AI Data Center Contracts And Governance Shift
Simply Wall St.113d agoneutral
The Bull Case For Bloom Energy (BE) Could Change Following New AI Data Center Contracts And Governance Shift

In May 2026, Bloom Energy Corporation’s shareholders approved amendments to its Restated Certificate of Incorporation, adding officer exculpation provisions allowed under Delaware law and removing obsolete language tied to former Class B shares. These governance changes come as Bloom secures multi-gigawatt data center fuel-cell agreements with partners like Oracle and Brookfield Asset Management, reinforcing its role in powering AI-focused infrastructure. We’ll now explore how Bloom’s AI...

Jim Cramer Says He Is a “Huge Believer” in Bloom Energy
Insider Monkey113d agoneutral
Jim Cramer Says He Is a “Huge Believer” in Bloom Energy

Bloom Energy Corporation (NYSE:BE) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Mentioning that they own shares of both ExxonMobil and Diamondback Energy, a caller asked whether they ought to sell half their positions in those stocks and get into BE. Cramer replied: I actually […]

FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips
24/7 Wall St.114d agobearish
FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

Fuel cell stocks are taking a sharp step back midday Wednesday, with FuelCell Energy (NASDAQ:FCEL) leading the decline. FuelCell Energy shares are down 10% to around $22, after closing Tuesday at $24.64. Plug Power (NASDAQ:PLUG) shares are off 6% to around $3.83, while Bloom Energy (NYSE:BE) is slipping a more modest 3% to around $294. ... FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

Oracle Reshapes AI Data Centers With Clean Power And Arm Shift
Simply Wall St.114d agoneutral
Oracle Reshapes AI Data Centers With Clean Power And Arm Shift

Oracle (NYSE:ORCL) is partnering with Bloom Energy to supply gigawatt-scale clean fuel-cell power for its data centers, targeting lower on-site emissions and greater energy resilience. The company is also rolling out Arm-based CPUs across its AI data centers, expanding beyond traditional server chips for certain next-generation workloads. Both moves mark a shift in how Oracle plans and powers its infrastructure for AI and cloud services. These infrastructure changes come as NYSE:ORCL trades...

Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations
Simply Wall St.115d agoneutral
Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations

Bloom Energy (NYSE:BE) has signed multi gigawatt fuel cell agreements with Oracle to supply on site power for AI data centers. The company announced a $5b partnership with Brookfield Asset Management focused on large scale clean power deployments. Nebius Group is fast tracking Bloom powered AI infrastructure, highlighting growing demand for modular fuel cell solutions. These new commercial deals arrive as Bloom Energy trades at $273.51 and is positioned at the center of the AI power...

Bloomberg115d agobearish
Bloom CEO Has No Plans to Sell Shares After AI Investor Run-up

(Bloomberg) -- Bloom Energy Corp., a supplier to Oracle Corp. that’s seen its stock price double in the past two months, doesn’t see a need to sell shares to meet surging demand from data centers, its chief executive officer says.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionStocks Rise on Trump’s Iran Remarks, AI Optimism: Markets Wrap

Top Stock for AI’s Next Megatrend: Infineon
24/7 Wall St.116d agoneutral
Top Stock for AI’s Next Megatrend: Infineon

Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy might be one of the sectors with the fastest growth. Normally it grows at a steady pace, nonetheless to keep up with the ... Top Stock for AI’s Next Megatrend: Infineon

Barclays and BTIG Raise Price Targets on Bloom Energy (BE) Following Strong Quarter and Oracle Partnership
Insider Monkey116d agobullish
Barclays and BTIG Raise Price Targets on Bloom Energy (BE) Following Strong Quarter and Oracle Partnership

Bloom Energy Corporation (NYSE:BE) ranks among the top hydrogen stocks to buy now. On May 11, Barclays boosted the price target for Bloom Energy Corporation (NYSE:BE) to $254 from $177, while keeping an Equalweight rating on the company’s shares. The firm raised its price target in response to the company’s quarterly revenue and margin performance, […]

Bears are Losing Control Over Bloom Energy (BE), Here's Why It's a 'Buy' Now
Zacks116d agobullish
Bears are Losing Control Over Bloom Energy (BE), Here's Why It's a 'Buy' Now

Bloom Energy (BE) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

AI Propels Bloom Energy Stock Straight to Megacap Territory
The Wall Street Journal116d agoneutral
AI Propels Bloom Energy Stock Straight to Megacap Territory

For the first time since the 2008 global financial crisis, a stock has jumped straight from the small-cap ranks to the mega-capitalization segment of Russell indexes—driven by excitement about artificial intelligence.

Bloom Energy Corporation (BE): Leopold Aschenbrenner Is a Huge Fan of This Company
Insider Monkey116d agoneutral
Bloom Energy Corporation (BE): Leopold Aschenbrenner Is a Huge Fan of This Company

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Bloom Energy Corporation (NYSE:BE) ranks 6th on this list. Bloom Energy Corporation (NYSE:BE) is the largest bull position in the 13F portfolio of Situational Awareness LP. In filings for the first quarter of 2026, the fund […]

Investor Chris Camillo Predicts The ‘Last Easy Trade’ of the AI Supercycle Is About to Start
24/7 Wall St.118d agoneutral
Investor Chris Camillo Predicts The ‘Last Easy Trade’ of the AI Supercycle Is About to Start

Retail investor Chris Camillo, host of the Dumb Money Live channel and a practitioner of what he calls “social arbitrage,” laid out a sweeping framework for the AI investment cycle on a recent episode of The Iced Coffee Hour with hosts Graham Stephan and Jack Selby. His core argument was simple. The first two phases of ... Investor Chris Camillo Predicts The ‘Last Easy Trade’ of the AI Supercycle Is About to Start