Notícias

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

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.

Bloom Energy, SanDisk, Hive Digital, CleanSpark and IREN have been highlighted in this Investment Ideas article.

Sandisk, Micron, Vertiv, Comfort Systems and Bloom Energy have been highlighted in this Value Investor article.

From Berkshire Hathaway to Oklo, there are plenty of ways to construct a diversified energy portfolio with $10,000.

The energy stock has been falling sharply of late.

Getting rescued by Griffin comes with a steep cost, according to hedge fund manager Cliff Asness.

The Japanese banking conglomerate cited stronger-than-expected operational metrics for Bloom's upgrade.

The rapid rise and violent drawdown of Situational Awareness serve as a masterclass in market physics for retail and institutional investors alike.

Bloom Energy stock has surged, then sold off. Here's what's real in the AI power story and what could make patient investors wait for a better entry.

One sells power today with $2B in revenue and major partnerships; the other has zero revenue but billion-dollar customer commitments.

Bloom Energy faces a new class action lawsuit alleging misstatements about its reliance on Chinese sourced scandium. The case centers on claims that Bloom Energy did not fully disclose supply chain exposure tied to scandium sourced from China. The lawsuit follows recent media reports tracing key scandium inputs in Bloom Energy's fuel cell systems back to Chinese suppliers. Bloom Energy (NYSE: BE) now confronts this legal action at a time when its share price stands at $205.81. The stock has...

Bloom Energy's stock price was cut in half. Now it might soar again.

Just like Nvidia, Bloom may be finding it now has an increasingly difficult set of expectations to fulfill.

Bloom Energy stock is up nearly 450% over the past year, but it is also down 45% from its high.

The fuel cell maker just guided for revenue to double this year. Doubling again by 2029 requires less than you might think.

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

One company has turned cash-flow positive while burning through $661 million in capital; the other faces liquidity crises and lawsuits.

Bloom Energy trades at a premium valuation while burning cash, while NextEra Energy generates billions in net income with a fraction of the multiple.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest ...

Here is how Alvopetro Energy Ltd. (ALVOF) and Bloom Energy (BE) have performed compared to their sector so far this year.

AI data centers face major power constraints, and Bloom Energy offers a quickly deployable solution with its fuel cell technology.

AI-driven power demand puts Bloom Energy's commercial scale against OKLO's advanced nuclear ambitions in a high-stakes clean energy comparison.

Hunterbrook Capital alleged in its latest report from Thursday that Bloom's fuel cells don't deliver the efficiency, output, or lifespan the company once claimed.

(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.