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Spending from the AI giant could flow through nicely to electric power providers.

After the Fed's September rate hike, oil futures show backwardation signaling lower prices ahead as demand destruction and rising non-OPEC supply threaten to undercut inflation and economic growth.

Dow Jones Futures: Nvidia stock, Micron and Sandisk dived on an AI warning ahead of a widely expected rate hike at this week's Fed meeting.

AI stocks rise despite the market’s inflation worries, but Amgen falls following Swiss drugmaker Novartis’ disappointing trial data.

AI energy play Bloom Energy will be added to the S&P 500 index on Sept. 21. Illumina and Everpure also will join. The three stocks rose.

The stock market fell this week before bouncing. Nvidia, Micron, Sandisk are new buys, but for how long? Apple, inflation data loom.

Demand for everything else may be slowing down, but AI data center owners are still clamoring for power any way they can get it fast. Bloom is more ready than most to deliver.

As FuelCell Energy gears up to report fiscal third-quarter earnings on Sept. 2, let's find out how the expectations stack up. Also, know how to play the stock ahead of results.

Stock Market Today: The Dow Jones index rises Tuesday as Treasury yields drop. Nvidia, Micron and Sandisk rebound premarket.

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.

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

Plug Power (NASDAQ:PLUG) raised its full-year revenue growth outlook after reporting second-quarter results that showed improving margins, lower operating expenses and reduced cash usage, while management reiterated its goal of achieving positive EBITDA in the fourth quarter. Revenue totaled $178.3

Though the earnings cycle is winding down, Palantir (PLTR), General Motors (GM), and Bloom Energy (BE) have been nice standouts so far in the Q2 earnings season, all raising guidance.

OR Royalties (NYSE:OR) reported second-quarter revenue of $97.8 million and operating cash flow of $83.2 million, with both measures rising 62% from a year earlier as realized gold and silver prices increased and gold-equivalent-ounce deliveries grew 5%. President and CEO Jason Attew said the compa

Realty Income (NYSE:O) raised its full-year 2026 outlook after reporting second-quarter adjusted funds from operations, or AFFO, per share growth of 3.8% to $1.09, supported by investment activity across industrial properties, Europe, private-capital vehicles and data centers. Year-to-date AFFO per

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Moby summary of Brookfield Asset Management Ltd.'s Q2 2026 earnings call

There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.

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

AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in "show-me" mode. Circular financing, ballooning hyperscaler spending, and questions over risk-reward continue weighing down the market. Yet one overlooked name tied to that buildout emerged ...

Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance. The move flipped Tuesday’s pre-earnings selloff, when Bloom Energy shares fell 13% amid short-seller pressure from Hunterbrook. However, BE stock soon retreated to $173.29, up 4% ... Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

Bloom Energy Corp (BE) achieves its first $1 billion quarter, expands partnerships, and raises full-year guidance amid robust demand and market leadership.

Bloom Energy (NYSE:BE) reported record second-quarter results for 2026, surpassing $1 billion in quarterly revenue for the first time as data-center deployments accelerated and profitability expanded. The company raised its full-year revenue and operating-income outlook, citing backlog conversion, i

The provider of fuel-cell technology raised its fiscal 2026 revenue and adjusted earnings per share guidance, as second quarter sales and profit climbed.

Investors are locking in profits before Bloom Energy reports later today.

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 report couldn't be more timely.