Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
Sale follows stock's 268% rise over the past year.
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 […]
Bloom Energy shares declined amid AI headwinds following top AI leaders flagging safety concerns in the industry.
Bloom Energy (NYSE:BE) stock is down 8% to $253.72 midday Monday, as the artificial intelligence (AI) power bid unwinds days before the stock’s scheduled S&P 500 addition. The move interrupts a run that had Bloom Energy shares up 192% year to date (YTD) heading into the session. Peer fuel cell names are sliding alongside Bloom […]
The pace at which the Bloom stock price has climbed over the past five years isn't sustainable.
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."
Bloom Energy stock has surged amid booming energy demand from hyperscalers. Here's why the stock can keep climbing higher.
Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with a price target that leaves every analyst on the Street standing alone.
The hydrogen trade is fracturing into two completely different businesses, and the sector ETF is hiding almost all of it. What the flat fund price is masking could change how you size every position in this theme.
Bloom Energy's project backlog has soared, but so has its stock price.
Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.
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.
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.
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.
The business is booming amid the AI data center build-out, so what went wrong here?
AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.
Bloom Energy (BE) is back in focus after a class action lawsuit was filed on July 31, 2026, following a short seller report on its scandium sourcing and a same day stock price decline. See our latest analysis for Bloom Energy. Recent events around Bloom Energy have played out against a backdrop of sharp share price swings, with the stock posting a 7 day share price return of 43.10% but a 30 day share price return down 20.58%. Despite this volatility, the year to date share price return of...
(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S
The fund, launched by the former OpenAI researcher after his dismissal in April 2024, has approached existing investors and lenders for new money, and some investors were offered a chance to buy portfolio assets directly, according to the Financial Times. Publicly traded AI infrastructure names in Situational Awareness’s known long book — including Bloom Energy, CoreWeave and Nebius — were hit hard in the current rout.
A short-seller report accusing Bloom Energy of hiding Chinese supplier reliance has torched 35% of its market value in a month, and tonight's Q2 report may either silence the bears or hand them fresh ammunition.
Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. ... Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff
A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
Bloom Energy (BE) closed at $218.22 in the latest trading session, marking a -3.55% move from the prior day.
Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.
Bloom Energy (BE) concluded the recent trading session at $239.38, signifying a -1.65% move from its prior day's close.
Hunterbrook says Bloom Energy sources its scandium from China, and if China were to cease exports, Bloom wouldn't have enough to meet demand.
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