High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Brookfield Infrastructure Partners (NYSE:BIP) reported second-quarter funds from operations of $702 million, or $0.89 per unit, up 10% from a year earlier, as inflation-linked utility rates, higher transportation and midstream activity, new data projects and recently completed investments supported
Pre-Market Stock Futures: Futures are trading higher this morning after a brutal day across Wall Street on Wednesday. The combination of the Iran war renewing, oil surging higher, and the continued semiconductor stock sell-off and rotation was just the catalyst needed to launch the selling. As expected, the Federal Reserve held interest rates steady. Still, ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Ga
Bloom Energy, Talen Energy and Montauk Renewables are highlighted as alternative energy stocks despite industry headwinds from tariffs and policy changes.
Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.
Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
The Morning Bull - US Market Morning Update Monday, Jul, 27 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.03%, as investors weigh signs of steady US growth against lingering inflation and interest rate questions. New single family home sales reached a 628,000 annual pace in June, up 1.6% for the first monthly rise in three months, which hints that housing is holding up even with higher borrowing costs. At the same time, the US Services PMI...
The Morning Bull - US Market Morning Update Tuesday, Jul, 21 2026 US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is...
The Morning Bull - US Market Morning Update Friday, Jul, 17 2026 US stock futures are drifting slightly lower this morning, with key index contracts such as the E-mini S&P 500 and Nasdaq-100 off by around 0.1% to 0.4%, as investors weigh tighter financial conditions against mixed global growth signals. A planned 25% US tariff on some Brazilian imports raises questions about costs for companies tied to global trade and agriculture, while US crude stockpiles and the Strategic Petroleum Reserve...
With 91 hedge funds holding stakes in the stock, Bloom Energy Corporation (NYSE:BE) is among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations. On July 1, Clear Street raised its price target on Bloom Energy Corporation (NYSE:BE) to $290 from $250 while maintaining a Hold rating on the shares. The firm now projects revenue […]
PEP and DAL earnings, Fed minutes and oil markets headline a pivotal week, while three featured stocks stand out with distinct valuation profiles.
The Morning Bull - US Market Morning Update Monday, Jun, 22 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts down about 0.2%, as investors weigh cooling inflation signals from Japan against fresh signs of price pressure in Europe and higher US mortgage costs at home. In Japan, overall inflation is running at 1.5% a year and core inflation sits at 1.4%. However, the central bank has lifted its key rate to 1% and is talking about further increases, which...
The Morning Bull - US Market Morning Update Friday, Jun, 19 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.8% and Nasdaq-100 futures ahead roughly 1.5%, as investors digest a mix of firm economic data and a tougher tone from global central banks. The US Federal Reserve kept interest rates steady but signalled that several policymakers still see one more hike by the end of 2026. This means borrowing costs for mortgages, credit cards and...
Stocks suffered broad, sharp losses on rate hike bets after the first Warsh Fed meeting. SpaceX fell for the first time while Robinhood jumped.
The Dow Jones hit a new high and SpaceX kept rising. But chips and most AI stocks fell. Fed chief Kevin Warsh's comments will be in focus Wednesday.
ORA expands geothermal and energy storage capacity through new projects and acquisitions, while tariff and supply-chain risks remain in focus.
The Morning Bull - US Market Morning Update Thursday, Jun, 11 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8% and Nasdaq 100 futures off roughly 1.1%, as investors focus on fresh signals about inflation and interest rates. The key driver is the May consumer price report, where overall US CPI is expected at 4.2% year on year and core inflation near 2.9%, which means the cost of living is still rising faster than the Federal Reserve’s 2%...
GEV stock surges this year on AI-driven power demand, wind expansion in India and gas turbine growth, but tariff costs and premium valuation loom.
(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
In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...
GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.
Bloom Energy (NYSE:BE) has been awarded the largest single order in Federal Pacific's history. The contract covers medium-voltage switchgear and engineering services for a large-scale AI data center project. The deal marks an expansion of Bloom Energy's role in supporting power infrastructure for AI workloads. For investors watching the build out of AI power infrastructure, this contract places Bloom Energy in the path of growing data center demand. The company provides energy solutions...
BE, FCEL and MNTK are expected to benefit from wind and EV growth trends, though tariffs and expiring tax credits could pressure renewable projects.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
