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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.
Each company is charting its own unique path in the AI power revolution.
Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
The speed of delivery is vital in the race for AI supremacy.
Shares of Bloom Energy are surging on the news that the company is set to join the S&P 500.
Bloom Energy is set to join the S&P 500 before trading begins on September 21.
PLUG's revenue recovery and rising electrolyzer demand offer long-term promise, despite persistent losses and financial pressures.
A quarterly index reshuffle just handed one fuel cell maker a flood of forced buying while simultaneously punishing a former Wall Street darling with an unusually steep demotion, and the two moves are opposite sides of the same mechanical trade.
BE stock's 20% rally in a month, rising AI data-center demand, the S&P 500 inclusion and improving EPS estimates boost its appeal despite a premium valuation.
Bloom Energy has secured a spot in the S&P 500 as part of its quarterly rebalancing.
Weeks after a Pelosi household filing disclosed a multimillion-dollar position in a fuel cell company powering AI data centers, that same stock got added to the S&P 500 and went vertical. The timeline raises a question Congress has never fully answered.
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