This Star Hedge Fund Is Going All‑In on AI Plumbing Behind the Scenes of the Revolution
It’s 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as…
It’s 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as…
I’ll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of…
Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is…
Barclays just turned more constructive on the AI data center power story. Analyst Christine Cho raised her price target on Bloom Energy (NYSE:BE) to $254 from $177, while maintaining an Equal Weight…
Plug Power (NASDAQ:PLUG) just picked up a notable vote of confidence from Canaccord Genuity. The firm raised its price target on Plug Power stock to $4 from $2.50, while maintaining a Hold…
Shares of Plug Power (NASDAQ:PLUG) jumped 9% to $3.89 Tuesday morning but then fell back to $3.62, up 3%. This occurred after Plug Power posted a Q1 2026 earnings beat on Monday.…
Shares of FuelCell Energy (NASDAQ:FCEL) are up 18% in midday trading on Monday, leading a broad rally across the fuel cell complex. Plug Power (NASDAQ:PLUG) stock is climbing 13%, while Bloom Energy…
This article explores the growth experienced by Bloom Energy ($BE) and Caterpillar($CAT) over the past year. These companies could extend their bull run, due to their competitive advantages that sets them as…
Shares of Bloom Energy (NYSE:BE) are zooming higher at midday Wednesday, with BE stock up 23% to $278.50 after the company posted a blowout Q1 2026 report and raised its full-year outlook.…
Bloom Energy (NYSE:BE) reported Q1 2026 results after the close on April 28, 2026, and the earnings report blew past expectations. EPS came in at $0.44 against a $0.1285 consensus, revenue more…
Two major Wall Street firms raised the bar on Bloom Energy (NYSE:BE) stock today following a blowout quarter. JPMorgan lifted its BE stock price target to $267 from $231 while keeping an…
For the last two years, investors have focused almost entirely on AI semiconductors. GPUs became the stars of the market while companies raced to build larger and more powerful data centers. But…
Live Updates Bloom Energy Q1 Scorecard: The Company's Earnings Get an A-4:41pm ETOverall Grade: A-. Bloom Energy (NYSE:BE)’s Q4 2025 report blew past expectations on revenue, EPS, and FY2026 guidance, though GAAP…
The hydrogen sector is sending mixed signals this Tuesday morning. FuelCell Energy (NASDAQ:FCEL) stock is up 6% today, rising from $8.65 to $9.17, fueled by investor enthusiasm around the company’s hydrogen technology…
Bloom Energy (NYSE:BE) stock picked up a significant boost Tuesday as UBS analyst Manav Gupta raised his price target from $170 to $251 while maintaining a Buy rating. The catalyst: Bloom’s entire…