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…
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…
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…
Bloom Energy just posted record revenue and raised its guidance, yet retail investors are bailing while a short-seller report and class-action inquiry pile on. Find out why analysts and Reddit are reaching…
Trey Thoelcke Wall Street analysts reshuffled their bets on Thursday as geopolitical fires, a Fed dissent surprise, and a brutal semiconductor selloff forced some major rating reversals across insurance, gaming, tech, and energy stocks.
