A congressional disclosure just turned one fuel cell stock into the morning's biggest mover, but the filer's cost basis tells a very different story than today's price tag.
Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with…
Paul Pelosi just placed a multimillion-dollar bet on a fuel cell company tied to AI data center power, and the structure of the trade looks almost identical to the household's most profitable…
The hydrogen trade is fracturing into two completely different businesses, and the sector ETF is hiding almost all of it. What the flat fund price is masking could change how you size…
FuelCell Energy and Plug Power are surging while Bloom Energy slides and the sector ETF drops, and the reason why tells you something important about how hydrogen trades actually work.
Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.
A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here…
Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most…
Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to…
Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window…
Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now…
Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this…
A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins…
Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and the company keeps missing on earnings. Here is what the margin numbers…
Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the…
