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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Bloom Energy Faces AI Project Uncertainty And Concentration Risk Questions
Simply Wall St.68d agoneutral
Bloom Energy Faces AI Project Uncertainty And Concentration Risk Questions

Bloom Energy (NYSE:BE) is facing conflicting reports about the status of a major AI data center project in Cheyenne, Wyoming, where it is a key technology partner. Initial concerns about a possible pause or delay in the project coincided with a sharp fall in Bloom Energy's share price. Subsequent comments from the local utility and analysts suggest the project may be continuing with a different partner or has not been fully halted. These mixed signals are creating uncertainty around Bloom...

US Stock Market Today: S&P 500 Futures Fall As Inflation Concerns And VIX Spike
Simply Wall St.68d agobearish
US Stock Market Today: S&P 500 Futures Fall As Inflation Concerns And VIX Spike

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%...

Jim Cramer Believes “Innio Is Worth Owning Here”
Insider Monkey69d agoneutral
Jim Cramer Believes “Innio Is Worth Owning Here”

Innio N.V. (NASDAQ:INIO) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer called it a “good story,” as he stated: I like that it’s not too far from where it came public so you can still buy it. Makes sense that it’s at a premium… […]

Can the Power Grid Keep Up With AI?
WSJ69d agoneutralVIDEO
Can the Power Grid Keep Up With AI?

Nearly a year after the White House announced major data center projects as symbols of innovation and job creation, some communities have raised concerns about the infrastructure needed to support them. At the WSJ CEO Council Summit in London, Bloom Energy founder, chairman and CEO KR Sridhar discusses one of the biggest challenges facing the AI boom.

KR Sridhar on the Growing Energy Demands of AI Data Centers
WSJ69d agoneutralVIDEO
KR Sridhar on the Growing Energy Demands of AI Data Centers

Bloom Energy founder and chief executive KR Sridhar discusses the explosive AI-driven demand for electricity. He says that large AI data centers should generate power on-site rather than relying on public electrical grids, and that renewables cannot reliably provide power for data centers.

FuelCell Energy Jumps After Canaccord Turns Bullish on Data Center Opportunity (FCEL)
InvestorsHub70d agobullish
FuelCell Energy Jumps After Canaccord Turns Bullish on Data Center Opportunity (FCEL)

FuelCell Energy (NASDAQ:FCEL) shares surged 10% on Tuesday after Canaccord analyst George Gianarikas upgraded the stock to Buy from Hold and lifted his price target to $30 from $12. The rating change reflects increasing confidence that FuelCell Energy will announce a significant data center-related contract before the end of its current fiscal year.

Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500
Barrons.com71d agoneutral
Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500

There were two additions to the index unveiled on Friday— Marvell Technology and Flex (formerly Flextronics)—and that raises the question which companies could be next to gain admission into the highly desired index. S&P Dow Jones Indices, which oversees the has a host of criteria including market value, domicile, profitability and corporate structure. Bloom Energy Astera Labs Alnylam Pharmaceuticals Heico Rocket Cos and Reddit look like potential additions because they are among the largest companies by market capitalization that meet the index’s other criteria.

Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
Insider Monkey72d agobullish
Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?

Is BE a good stock to buy? We came across a bullish thesis on Bloom Energy Corporation on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on BE. Bloom Energy Corporation’s share was trading at $302.40 as of May 26th. BE’s trailing and forward P/E were 1.71k and 147.06 respectively according to […]

Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook
Simply Wall St.73d agoneutral
Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook

Bloom Energy (BE) is drawing fresh attention as multi gigawatt fuel cell deals for AI data centers with Oracle and Brookfield coincide with strong quarterly results, higher guidance, and management’s commitment to growth without new equity. See our latest analysis for Bloom Energy. Despite a recent pullback, including a 1 day share price return that fell 9.53% and a 30 day share price return down 7.66%, Bloom Energy’s 90 day share price return of 94.99% and very large 1 year total shareholder...