Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.
Nuclear power may grab the headlines, but fuel cells are also shining brightly on the radars of data center operators.
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.
Management thinks AI's growing electricity needs can turn its fuel-cell technology into a multibillion-dollar power platform.
Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to a rival firm.
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. […]
Here is how Bloom Energy (BE) and Alvopetro Energy Ltd. (ALVOF) have performed compared to their sector so far this year.
Bloom Energy stock has delivered a very large 3 year return, yet there is a clear split in what the valuation checks are saying, with the Discounted Cash Flow (DCF) intrinsic value estimate flagging upside while market based multiples point to the shares looking expensive. Over the past 3 years, Bloom Energy has returned about 14.9x, which puts extra focus on whether the recent share price level is supported by fundamentals. Growing demand for onsite power from AI data centers can support...
The company's "time" advantage could keep this rally going.
Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?
Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
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.
Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Both energy stocks are attracting significant attention, but one is clearly the better buy.
Bloom Energy's stock has skyrocketed over the past three years.
Bloom Energy (NYSE:BE) shares gained 1. 6% in pre-market trading to $240 as investors continued to respond positively to a major artificial intelligence data centre partnership announced this week.
The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
In early August 2026, Bloom Energy’s partnership with MiTAC Computing Technology expanded to add a Bloom fuel-cell-powered islanded microgrid at MiTAC’s Fremont AI server manufacturing campus, significantly boosting MiTAC’s contracted onsite power capacity beyond its existing San Jose installation. This project highlights how Bloom’s quickly deployable, low-noise fuel cells are being used to power mission-critical AI infrastructure where traditional grid connections face permitting, water,...
Brookfield (NYSE:BN) reported second-quarter distributable earnings before realizations of $1.4 billion, or $0.61 per share, up 15% per share from a year earlier, as growth in asset management and wealth solutions supported results. Total distributable earnings, including realizations, were $1.5 bi
This green energy play will profit from the AI boom.
Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.
In an interview with CNBC, Nick Amicucci of Evercore ISI said that as speed to power becomes a vital factor amid the AI boom, Bloom Energy is a beneficiary in that scenario.
Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands.
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