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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.
Bloom is capitalizing on soaring electricity demand from AI data centers, while Marathon is benefiting from robust refining margins.
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.
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.
One company is cash-flow positive with a cleaner balance sheet; the other burns cash but serves a larger market.
Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at $277.81, having gained 38% over the past month, a run big enough to make the take-profits-or-buy-more question the one worth asking on this […]
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]
Last week, the U.S. Army announced the conditional award of long-term leases to an Indelible-Bloom coalition to design, finance, build, and operate commercial power generation on Army installations.
Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.
The stock continues to have its merits despite the Pelosi-induced rally. Amid an AI selloff, here's a case for re-entering the stock.
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here. Small- and mid-cap growth stocks posted significant gains in Q2, led primarily by AI-related companies. The Russell 2500 Index rose 20.26%, while the Wasatch Long/Short Alpha Fund—Investor Class increased by 8.29%. However, the fund […]
Index funds are about to become buyers, whether they like the price or not. Should you get there first?
One company is already powering AI data centers at scale with record revenue and expanding profits. The other is developing portable nuclear reactors that could one day do the same, but is still waiting on regulatory approval to begin construction.
Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.
Bloom Energy is doubling its revenue on the back of AI data center demand. Diamondback is generating extraordinary free cash flow, paying a growing dividend, and quietly positioning itself at the intersection of oil and AI infrastructure.
One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.
If we're still in the early stages of AI, then Bloom could have years of growth ahead.
Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.
The semiconductors, memory, and AI infrastructure stocks are on sale. Now is your chance.
A leader in the No. 2-ranked alternative energy group, the AI energy play will join the S&P 500 index.
Bloom Energy's S&P 500 addition triggered mechanical buying pressure, but rival fuel cell stocks with no connection to the rebalance are surging alongside it, pointing to a second, more powerful force at work in the sector.
According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.
The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week
Rising power demand from AI, EVs and extreme heat is fueling renewables and storage, spotlighting three stocks positioned for the energy transition.
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