Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting…
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…
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…
Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally…
GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly…
Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company…
Rich Duprey GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different…
Bloom Energy just shed 43% in a single month while its contracted backlog and cash position kept climbing. Before the July 28 earnings call, there are a few things retirement investors need…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.
One investor sees the natural gas market setting up the same way memory chips did before a shortage sent Micron stock surging, and he thinks the fuse on this trade is already…
GE Vernova heads into its Q2 report with turbine capacity booked through 2027 and shares up over 65% this year, but one number will decide whether the AI power supercycle is still…
Rich Duprey Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to…
Electricity demand just broke out of a 15-year flat line, and most investors are still pricing renewable stocks like nothing changed. Three names stand out this July, each for a very different…
GE Vernova reports earnings on July 22, and one corner of its order book suggests Wall Street may be underestimating just how far ahead of its closest rival it has already pulled.
A $375 million convertible note offering sent Fermi America into a sharp Friday selloff, but the real question hanging over the pre-revenue power developer is whether it can land a binding tenant…
