Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at…
GE Vernova's backlog keeps exploding and its CEO says the company will be mostly sold out through 2030, yet most AI power investors are looking at entirely the wrong part of the…
The U.S. House of Representatives has handed on-site power generators a policy win, and fuel cell stocks are responding in force Thursday morning. The chamber passed the Ratepayer Protection Act by a…
Shares of GE Vernova (NYSE:GEV | GEV Price Prediction) are climbing Wednesday afternoon after chief executive Scott Strazik told a Morgan Stanley conference audience the company’s backlog is on track to hit…
GE Vernova's blowout earnings sent shares soaring, then September erased every gain in days. Now one Wall Street analyst sees a path to 65% upside, and the order book behind that call…
GE Vernova (NYSE:GEV | GEV Price Prediction) stock is down 9% to $873.89 in midday trading Monday after GLJ Research initiated coverage with a Sell rating and a $470 price target. That…
Pre-Market Stock Futures: Futures are trading lower as we prepare for a trading week that may include an interest rate hike after the core consumer price index number came in higher than…
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…
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your…
Three blue-chip CFO swaps touched off double-digit stock rallies while Rivian's announcement landed with a thud. The difference comes down to one decision Rivian has yet to make.
GE Vernova is shedding 3% Monday morning while Vertiv and Eaton barely flinch, and the reason behind that split tells investors something important about what this selloff actually is.
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…
Rivian's CFO is walking out the door just as the company's most important vehicle ramp gets underway, and shareholders are voting hard on what that timing means for the equity story.
The Magnificent Seven barely budged this year, yet markets keep hitting new highs. A JPMorgan strategist points to a quieter group of companies now driving the AI rally, and their order backlogs…
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.…
