Notícias

Retail investor Chris Camillo, host of the Dumb Money Live channel and a practitioner of what he calls “social arbitrage,” laid out a sweeping framework for the AI investment cycle on a recent episode of The Iced Coffee Hour with hosts Graham Stephan and Jack Selby. His core argument was simple. The first two phases of ... Investor Chris Camillo Predicts The ‘Last Easy Trade’ of the AI Supercycle Is About to Start

NuScale Power has fallen far from recent highs. Is the sell-off opening a buying window, or should investors hold off?

BE's estimate upgrades and ROIC gap outweigh FCEL's lower leverage, as both chase fuel-cell and hydrogen demand.

Chris Camillo, the retail investor and Dumb Money Live host known for his social-arbitrage trading style, used a recent appearance on The Iced Coffee Hour podcast to lay out one of the most concentrated public bets you will hear from a recognizable retail name. Roughly 70% of his portfolio sits in Amazon (NASDAQ:AMZN) through leveraged ... Investor Goes 70% Into Amazon With Leveraged Options, Calls Amazon ‘Ultimate Beneficiary’ of AI

If you are wondering whether Bloom Energy's share price still reflects fair value after a huge run, this article walks through what that current price might mean for you. The stock has been volatile recently, with the share price down about 5.8% over the past week, up 28.1% over the past month, and showing very large gains year to date and over the past few years. Recent coverage has focused on Bloom Energy's role in cleaner power solutions and investor interest in companies linked to energy...

Booming AI infrastructure spending should serve as a powerful tailwind for these two growth stocks.

Once a stock has blown past the buy point, you may feel like you missed your chance to get in. But here's how you can use breakaway gaps to your advantage.

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks discussed by Jim Cramer. Data center infrastructure provider Nebius Group NV (NASDAQ:NBIS)’s shares are up by 440% over the past year and by 139% year-to-date. Earlier this month, […]

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Bloom Energy Corporation (NYSE:BE) is one of the stocks discussed by Jim Cramer. Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by […]

With a five-year EPS forecast of 114.13%, Bloom Energy Corporation (NYSE:BE) is among the 12 Best Future Stocks to Buy Right Now. On May 22, Daiwa upgraded Bloom Energy Corporation (NYSE:BE) to Outperform from Hold with a $324 price target, citing what the firm described as an inflection in orders, capacity, and margins. The analyst noted that […]

T1 Energy’s shares have risen 128% in May so far, putting it on track for its best monthly performance on record.

Leopold Aschenbrenner’s Situational Awareness LP disclosed a $2.6-billion stake in Nebius.

Analysts are bullish on Bloom, but the recent price surge has made the stock much more expensive.

Fuel cell stocks are splitting in opposite directions midday Wednesday. Plug Power (NASDAQ:PLUG) stock is up 6% to $4.07, while sector peers FuelCell Energy (NASDAQ:FCEL) and Bloom Energy (NYSE:BE) are slipping into the red. FCEL stock is down 4% to $23.32, and BE stock is off 3% to $294.64. The split looks dramatic on the ... Plug Power Is Up 6% but FuelCell Energy and Bloom Energy Are in the Red. What’s Going On With Fuel Cell Stocks?

Bloom Energy has already offered massive returns, but it's still a potential long-term investment as the company turns revenue into profitability.

Here is how Bloom Energy (BE) and Terrestrial Energy Inc. (IMSR) have performed compared to their sector so far this year.

The AI era is here. These two energy stocks are best positioned to profit from it.

Bloom Energy Corporation (NYSE:BE) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 22, 2026, Daiwa upgraded Bloom Energy Corporation (NYSE:BE) to Outperform from Hold with a $324 price target. Daiwa said Bloom Energy is seeing an inflection in orders, capacity, and margins. On May 20, […]

BE has surged 199% in 6 months as AI data centers fuel demand for its Energy Server, clean power and earnings estimates keep rising.

Plug Power (PLUG) is back in focus after finalizing its role in the 30 megawatt Barrow Green Hydrogen project in the UK, while sector sentiment improved following Bloom Energy's AI data center agreement. See our latest analysis for Plug Power. The Barrow decision and sector-wide enthusiasm around hydrogen for AI data centers come on top of powerful recent moves, including a 90 day share price return of 97.91% and a 1 year total shareholder return that is very large. However, long term total...

Nebius Group N.V. has already reported first-quarter 2026 results, with sales rising to US$399 million from US$50.9 million a year earlier and net income improving to US$621.2 million from a US$113.5 million loss, while also announcing a US$2.6 billion, 10-year fuel cell power agreement with Bloom Energy to support its AI data centers. This combination of a sharp earnings turnaround and a long-term fuel cell power deal directly addresses Nebius’ need for scalable, reliable energy to underpin...

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

Bloom Energy is crushing the market right now, and this stock is not slowing down.

Bloom Energy has surprised the market in 2026. Can it continue to hit fresh new highs?

Bloom Energy (NYSE:BE) agreed to supply over 300 megawatts of solid oxide fuel cell capacity to Nebius Group for AI data centers in the United States. The multi phase partnership is valued at up to $2.6b over ten years and is structured around recurring service revenue. This is the first large scale US deployment of Bloom’s fuel cell platform for a pure play AI cloud operator and targets on site, clean power for energy hungry AI workloads. For investors watching NYSE:BE, this Nebius Group...

Bloom Energy Corporation (NYSE:BE) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Bloom Energy Corporation (NYSE:BE) and Nebius (NBIS) announced a partnership on May 20, 2026, that involves deploying clean fuel cell technology for a major AI infrastructure build-out. Nebius (NBIS) is an AI cloud company that builds full-stack platforms for developers […]

As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.

Some investors may fear a pullback, but looking down the road shows that plenty of upside could still be ahead for Bloom Energy and GE Vernova.

It’s 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as of the end of the first quarter! Indeed, a lot has happened in the past seven weeks. And while we’ll only know what ... This Star Hedge Fund Is Going All‑In on AI Plumbing Behind the Scenes of the Revolution