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Chevron signed a 20-year power purchase agreement to supply electricity to Microsoft's 2.67-gigawatt data center in Texas. Using on-site Permian natural gas generation, the project bypasses the publi…
Caterpillar reported record Q2 revenue of $20.54 billion and EPS of $8.17, driven by a 92% year-over-year surge in backlog to $72 billion. Rapidly expanding AI data center power generation needs are …
South Korea is nearing a $100B-plus U.S. energy deal to finance up to eight nuclear power plants and natural gas projects to support expanding AI infrastructure, stemming from bilateral trade commitm…
Strait of Hormuz shipping disruptions have escalated energy prices, driving strong earnings beats across integrated oil producers and lifting crude targets toward $90. Higher crack spreads benefit ma…
Bloom Energy will join the benchmark S&P 500 index, spurred by surging revenue and robust demand for off-grid AI data center power solutions. While significant for the fuel cell manufacturer and clea…
Jim Cramer analyzed AI data center power demands on Mad Money, favoring established player GE Vernova over NuScale Power. Addressing concerns about Elon Musk entering the generator business, Cramer n…
Nancy Pelosi’s spouse acquired up to $12 million in Bloom Energy stock and options weeks before its S&P 500 inclusion. The rally reflects soaring AI data center power demand, mirrored by explosive da…
Bloom Energy shares gained 20% in the past month, driven by rising AI data center power demand and an upcoming inclusion in the S&P 500. The company expanded its Brookfield partnership to $25 billion…
Bloom Energy will join the S&P 500 alongside Illumina and Everpure on September 21 as part of quarterly index rebalancing. Wall Street analysts raised price targets, anticipating significant passive …
Bloom Energy will join the S&P 500 on September 21, benefiting from surging power demand across AI data centers. While driving strong individual stock momentum and passive fund adjustments, the index…
Bloom Energy is joining the S&P 500 during its quarterly rebalancing following robust Q2 earnings and surging AI data center power demand. The move follows disclosures of multimillion-dollar purchase…
S&P Dow Jones Indices announced that Bloom Energy, Everpure, and Illumina will join the S&P 500, replacing Molson Coors, Trade Desk, and Builders FirstSource. Effective September 21, the rebalancing …
Energy giants like ExxonMobil are outperforming Big Tech in the AI trade by powering data centers. Unlike hyperscalers burdened with surging capital expenditures, energy producers are generating imme…
With the S&P 500 trading at 30 times trailing earnings and the bull market aging, analysts highlight potential market correction risks. Electrification and AI-driven infrastructure plays like GE Vern…
Georgia regulators cleared Georgia Power to serve a 3.2-gigawatt OpenAI data center project under a 25-year contract. The agreement includes up to 1 gigawatt of flexible demand response, reinforcing …
Bloom Energy rallied 8% during a risk-on market session, outperforming fuel cell peers FuelCell Energy and Plug Power. The move reflects momentum and investor appetite for AI data center onsite power…
A broad risk-on rally lifted markets, pushing the S&P 500 up 1%. High-beta fuel cell names surged, led by Bloom Energy climbing 8% on AI data center power momentum, while peers Plug Power and FuelCel…
Billionaire hedge funds heavily accumulated data center infrastructure plays Vertiv and Equinix in Q2. Surging AI power and cooling demands, driven by Nvidia's transition to 800V direct current archi…
AI data centers and rapid electrification are projected to consume up to 15.3% of U.S. electricity by 2030. Meeting this massive demand requires evaluating advanced nuclear reactors based on capital …
Hyperscalers Microsoft and Meta are securing long-term nuclear power purchase agreements with Constellation Energy to ensure firm, carbon-free baseload energy for AI data centers. Supply chain benefi…