Bloom Energy Corp (BE) Price

First Solar Gains 10.5% as Renewable Peers Tumble Post-Earnings

First Solar's stock climbed 10.5% after reporting a 79.7% year-on-year revenue increase, bucking a wider trend that saw the renewable energy sector fall an average of 10.1% after Q3 earnings.

AI Power Trade Faces Political Headwinds in 2026

Political pressure on electricity rates creates uncertainty for utility stocks in 2026, despite the sector delivering 16% returns so far this year driven by AI data center demand.

Leverage Shares Lists 2x ETFs for IREN, BE, GEV, SATS

Leverage Shares launched four new 2x single-stock ETFs on December 16, 2025, offering leveraged exposure to IREN, BE, GEV, and SATS with a 0.75% fee.

GE Vernova Enters AI Power Market With Fuel Cells

GE Vernova has announced its entry into the fuel cell market, targeting the rapidly growing power demands of AI data centers. The move positions the industrial giant as a direct competitor to incumbent Bloom Energy, signaling a significant shift in the energy landscape for the tech sector.

POET AI Partnership Signals Optical Tech Demand

POET Technologies received a bullish analyst rating and announced a strategic partnership with Quantum Computing Inc. to develop high-speed optical engines for AI data centers. The move positions POET as a key supplier in the capital-intensive AI infrastructure market.

Constellation Energy Gains Defy AI Sector Volatility

Constellation Energy (CEG) stock shows strong gains, contrasting with volatility in AI-linked energy stocks. Its position as a nuclear power leader provides stability attractive to investors seeking exposure to the high-demand data center market.

SanDisk Valuation Metrics Signal Investor Caution

SanDisk's stock has surged over 570% year-to-date, but recent volatility and conflicting valuation models are creating significant investor uncertainty. While discounted cash flow (DCF) analysis suggests the stock is undervalued, its price-to-sales (P/S) ratio indicates potential overvaluation, reflecting broader market anxiety over AI-linked assets.

Fed Rate Cut Bets Fuel 2026 Stock Market Outlook

Wall Street strategists are forecasting a bullish 2026 for equities, driven by widespread expectations of Federal Reserve rate cuts. This optimism persists despite the central bank's own cautious projections, with investors pricing in a more accommodative monetary policy to fuel economic growth and corporate earnings.

AI Investor Caution Hits Energy, Tech Sectors

Bloom Energy's stock fell 17.3% in November, reflecting broader market anxiety over AI-related valuations and profitability. This occurred despite a major partnership, highlighting how negative sentiment is overriding company-specific news as investors demand tangible earnings.

Bloom Energy Navigates Volatility as AI-Driven Rally Spurs Valuation Debate