Jim Cramer used his Mad Dash segment on CNBC’s Squawk on the Street to flag what he described as outsized call buying, executed through flex calls, across a basket of technology and…
Bloom Energy's S&P 500 addition triggered mechanical buying pressure, but rival fuel cell stocks with no connection to the rebalance are surging alongside it, pointing to a second, more powerful force at…
Bloom Energy's options market erupted with a frenzy rarely seen on Wall Street, and weeks before the chaos, a high-profile congressional household had quietly taken a position in the fuel cell company…
Rich Duprey Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock…
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises…
A quarterly index reshuffle just handed one fuel cell maker a flood of forced buying while simultaneously punishing a former Wall Street darling with an unusually steep demotion, and the two moves…
Bloom Energy has quadrupled in a year by becoming the default power solution for AI hyperscalers, but three blowout quarters later, the stock's next move hinges on whether that success is a…
Alex Sirois Weeks after a Pelosi household filing disclosed a multimillion-dollar position in a fuel cell company powering AI data centers, that same stock got added to the S&P 500 and went vertical. The…
AJ Tiarsmith HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is…
Bloom Energy is surging while its closest fuel cell peers barely budge, and the reason behind the split reveals something important about where AI power demand is actually landing.
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.…
