Pomegra
Technology
NOTABLE
10h ago6 min read
Bloom Energy, Dell Jump on CoreWeave Results: AI Stocks
Bloom Energy rose about 13% and Dell 11% on Nov. 11 after CoreWeave raised 2026 guidance, easing worries over AI data-center funding and power demand.
Company hub
BE stock news & analysis
Everything Pomegra has published on BE: 17 news articles and 4 market briefs, newest first.
Market briefs on BE
- Bloom Energy Stock Jumps 11% After Barclays Upgrade
Bloom Energy (BE) rose as Barclays set a $289 target, 47% above Monday's $196.25 close, on faster demand
Nov 3
- Bloom Energy Stock Jumps 10.8% on AI Power Orders
Bloom Energy (BE) closed at $291.25 as Jefferies lifted its target to $264, citing a $25B Brookfield deal.
Sep 29
- Bloom Energy Stock Joins S&P 500 After 222% Rally on AI Data Center Demand
Bloom Energy (BE) officially enters the S&P 500 today, as AI data center demand pushed Q2 revenue up 166%.
Sep 21
- Bloom Energy Stock Rises 30% Since Earnings on AI Data Center Demand
Bloom Energy (BE) is up 222% in 2026 as Q2 revenue jumped 165% to a record $1.07 billion on fuel-cell orders.
Sep 18
BE news
Technology
NOTABLE
2d ago6 min read
Bloom Energy (BE) Jumps 13.5% on Data-Center Deals
Bloom Energy shares jumped 13.5% as investors revisited 1.6 GW of fuel-cell deals with NTT DATA and Google after last week's election-driven selloff.
Technology
NOTABLE
Nov 45 min read
Bloom Energy (BE) Jumps 9% on Barclays Upgrade
Bloom Energy shares rose about 9% to $214 on Nov. 3 after Barclays upgraded the fuel cell maker to overweight on faster-than-expected demand.
Technology
NOTABLE
Sep 294 min read
Bloom Energy (BE) Rebounds 11% After Jefferies Target Lift
Bloom Energy (BE) rose about 11% after Jefferies lifted its target to $264, retracing most of Monday's 9% drop in one of the more volatile AI stocks.
Markets
MAJOR
Sep 284 min read
Bloom Energy Jumps 8% on Oracle's 2.4 GW Reaffirmation
Bloom Energy (BE) surged 8% after Oracle reaffirmed its record 2.4 GW fuel cell commitment for Project Jupiter, dispelling a force majeure-driven selloff.
Markets
SEISMIC
Sep 257 min read
Trade Desk TTD Hits 52-Week Low on S&P 500 Exit
Shares of The Trade Desk sink to a fresh 52-week low near $12.68 as an S&P 500 exit triggers $680 million in forced passive selling atop a historic revenue miss.
Technology
SEISMIC
Sep 175 min read
Generac Surges 40% on Amazon $8B AI Data Center Pact
Generac Holdings (GNRC) jumped as much as 45% after Amazon (AMZN) locked in an up-to-$8 billion backup generator supply agreement for its AI data centers, issuing warrants worth roughly $340 million.
Markets
MAJOR
Sep 157 min read
TTD Extends 82% Crash With Six Sessions to Go
The Trade Desk has fallen 82% since joining the S&P 500 in July 2025, with Illumina set to replace TTD on September 21 as passive fund selling intensifies across the remaining sessions.
Markets
MAJOR
Sep 96 min read
Bloom Energy, Illumina, Everpure Surge on S&P 500 Entry
Bloom Energy, Illumina, and Everpure rallied sharply after S&P Dow Jones Indices confirmed all three will join the S&P 500 on September 21, 2026, forcing mandatory purchases by trillions in…
Markets
MAJOR
Aug 46 min read
Situational Awareness LP Exits $16B AI Book to Citadel
Situational Awareness LP sold its $16B public equity book to Citadel in a single block trade after 4x leverage turned a 439% gain into forced liquidation.
Business & Earnings
Jul 275 min read
Bloom Energy Q2 2026: Data Center Bet Faces July 28 Test
Bloom Energy reports Q2 2026 earnings on July 28 with Wall Street expecting a near-tripling of EPS, driven by $7.65 billion in signed AI data center power contracts.
Markets
Jul 216 min read
S&P 500 Futures Rise as U.S. Inflation Cools
S&P 500 futures pointed to a positive open Tuesday as June's sharper-than-expected inflation drop reignited optimism across equity and fixed-income markets, with technology stocks leading the…
Markets
Jul 98 min read
Bloom Energy vs Eos Energy: 2026 Clean Energy Battle
Bloom Energy and Eos Energy both reported triple-digit Q1 2026 revenue growth, drawing divergent investor bets as AI-driven power demand accelerates the clean energy investment race.
Markets
Jul 87 min read
Bloom Energy vs Eos Energy: 2026 Clean Power Race
Bloom Energy's fuel-cell strategy and Eos Energy's zinc-bromide long-duration storage are diverging bets on the same AI-driven demand surge, attracting billions from rival institutional camps in…
Markets
Jun 307 min read
Trump's $750M Q1 Market Bets Revealed in New Filings
Federal disclosures filed in May 2026 show President Trump executed more than 3,600 trades worth up to $750 million in the first quarter, with heavy concentration in AI chipmakers, Big Tech, and…
Markets
Jun 256 min read
Energy Infrastructure: AI's Defining Bottleneck in 2026
Falling oil prices mask a structural shift: AI's surging electricity appetite has made power grid capacity the defining investment opportunity of 2026.
Markets
Apr 157 min read
S&P 500 Surges to Historic All-Time High Above 7,000 as Iran Peace Hopes Drive Wall Street Rally
The S&P 500 breached its all-time intraday record on Wednesday, April 15, 2026, touching levels above the previous peak of 7,002.28 set on January 28, powered by a potent combination of Mideast…