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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
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.
It is a mammoth week on the earnings front with a plethora of important companies reporting. This week could make or break the market. This week we have Apple, Microsoft, Amazon, Meta Platforms, Exxon Mobil, Starbucks, Robinhood and Coinbase all reporting in what shapes as a busy and pivotal week for stocks.
Industrial Development Funding (IDF) and U.S.-based asset manager Oaktree said on Thursday they will invest $1.7 billion in deploying Bloom Energy's fuel-cell technology to help power AI cloud infrastructure, including dedicated electricity supply for Nebius' AI computing operations. The investment will fund behind-the-meter power generation using Bloom's fuel cells, allowing Nebius to meet growing demand for AI compute capacity, the companies said. IDF is leading the development of the Nebius project, while Oaktree is participating as a minority equity investor.
MARA is acquiring a new site in Texas for as much as $600 million, and Hunterbrook put out a scathing short report on Bloom Energy.
Fuel-cell maker Bloom Energy soared after announcing a fivefold expansion of an AI infrastructure deal with Brookfield Asset Management.
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.
ERock delivers deployable off-grid natural gas generation systems, helping tech giants bypass grid delays to instantly power artificial intelligence networks.
The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.
Sheer hype often inflates the apparent value of a company that's about to go public. At the very least, it's easier to determine what an older, well-established stock is worth.
OKLO's ARMEC acquisition boosts its manufacturing, talent and supply-chain control, strengthening its ability to accelerate advanced nuclear deployment.
What to expect from Fuel Cell Energy's earnings report. AI data centers drove huge gains for FCEL stock and its peers.
Once a stock has an explosive breakout and becomes extended, it may digest at the new level and form a fresh base. IBD 50 names Bloom Energy, Vita Coco, Monolithic Power Systems and Comfort Systems all had rapid run-ups after breaking out of bases. The guideline states that if a stock shoots up 20% or more within three weeks of breaking out of a proper base, it should be held for a potentially larger gain.
While market watchers obsess about the dominance of a handful of gigantic stocks, smaller companies are the real winners this year. The Russell Microcap index of market tiddlers is up 21%, the Russell 2000 small-capitalization index a bit less, and the S&P 500 only slightly over half as much. Investors should be paying attention, both to understand why smaller stocks did so well, and why it might not last.
For the first time since the 2008 global financial crisis, a stock has jumped straight from the small-cap ranks to the mega-capitalization segment of Russell indexes—driven by excitement about artificial intelligence.
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