Notícias

Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

In Q2 2026, GE Vernova reported a very large organic increase in orders and a US$176.00 billion backlog, mainly from its Power and Electrification segments, while also reallocating capital away from its weaker Wind business. Separately, fusion energy firm SHINE announced a collaboration with GE Vernova’s Advanced Research Center to use artificial intelligence for tracking and recycling spent nuclear fuel under a US Department of Energy ARPA-E program, highlighting GE Vernova’s role in...

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

The only company news on the day was a board appointment, and the results that could test the price do not arrive until later in August.

The energy giant's weakest link isn't a red flag.

GEV's $176 billion backlog and surging orders highlight rising demand for power and grid technologies, supporting stronger growth visibility.

GE Vernova is quietly building embedded value with its long-term SMR investments.

Stocks eye a third winning week as strong earnings from SoundHound, Albemarle and CAVA offset mixed results, with MarketBeat analysts covering NVIDIA, Lockheed Martin, GE Vernova and more.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.

The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Moby summary of AirJoule Technologies Corporation's Q2 2026 earnings call

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]

Major AI stocks are getting expensive and everyday investors are in search of low-priced names that have the potential to return huge profits in the long term. To find where smart retail investors are putting their money, we scoured Reddit’s investing communities and zeroed in on low-priced stocks with real growth potential. One name kept […]

GE Vernova (GEV) is back in focus after its strong second quarter 2026 report, where the company highlighted higher orders, revenue growth, improved margins and raised guidance for both revenue and free cash flow. See our latest analysis for GE Vernova. GE Vernova’s share price is now at $1,039.90, with the year to date share price return of 53.03% and a 1 year total shareholder return of 64.31%. The weaker 90 day share price return of a 4.64% decline suggests some of that momentum has cooled...

Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE

GE Vernova stock has surged over the past year, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value suggesting the shares may be priced ahead of fundamentals while market multiples still point to room for value. GE Vernova has returned 64.3% over the past year, which puts extra focus on whether the current price still offers a comfortable margin of safety. Strong demand for power equipment tied to data center and AI related electricity needs can support...

Blue Energy and GE Vernova Hitachi Nuclear Energy (NYSE:GEV) have agreed to advance development of a proposed 2. 5-gigawatt gas-and-nuclear power facility in Victoria, Texas, moving the project into its next phase of engineering, licensing and safety work.

GEV's Q2 results show accelerating growth, stronger margins and cash flow, with robust orders and a raised 2026 outlook.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

The funds will expand manufacturing in West Virginia and support commercial rollout of Form Energy’s iron-air battery systems.

SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.

SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

GE Vernova’s 25.3% return over the past six months has outpaced the S&P 500 by 14.2%, and its stock price has climbed to $990.50 per share. This performance may have investors wondering how to approach the situation.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Diversification makes the difference here.