FuelCell Energy's first data center reservation deal was supposed to be a turning point, but a surprise charge just sent the stock tumbling and raised fresh questions about whether the company can…
Elon Musk just put a number on the AI bottleneck that Goldman Sachs and Morgan Stanley have been quietly flagging for months, and it points to a very different group of winners…
Hydrogen stocks split sharply Thursday as one ticker absorbed almost every dollar of risk appetite flowing into the sector, and the reason has nothing to do with company news or fundamentals.
Plug Power is bleeding 5% on a day with no news while Bloom Energy holds steady and the hydrogen ETF actually ticks higher, and that split tells you something important about where…
Hyperscalers are scrambling for power that the grid simply cannot deliver fast enough, and one fuel cell company just reported a 165% revenue surge while its stock sits 12% off its peak.…
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…
