Dan IVES Wedbush AI Power & Infras ETF

Eaton Corp President and COO Sells Company Stocks

Eaton Industrial COO Peter Denk Sells Shares

Monolithic Power Systems executive sells 30,000 shares

Bloom Energy Director Mary K. Bush Sells 25,000 Shares of Class A Common Stock

Constellation Energy reports Q1 earnings, market expects EPS of $2.61

Eaton Corporation's Stock Price Target Raised to $448.25

Quanta Services CEO Earl C. Austin Jr. Sells 127,948 Shares

World Investment Advisor Increased Holdings in GE Vernova Inc. in Q4

Bokf Na Reduces Holdings in Vertiv Holdings Co.

Quanta Services' CFO Paul Nobel Sells and Donates Shares

Morse Asset Management Significantly Reduced Holdings in Eaton Corporation

Eaton released FY2026 Q1 earnings on May 5 Pre-Market (EST), actual revenue USD 7.451 B (forecast USD 7.143 B), actual EPS USD 2.22 (forecast USD 2.4616)

Eaton Exceeds Q1 Earnings Expectations, Completes $9.5B AI Acquisition

GE Vinova and Blue Energy Announce Strategic Partnership in Nuclear and Gas Projects

TD Cowen Analyst Reiterates Buy Rating on Quanta Services

Constellation Energy to Release FY2026 Q1 Earnings on May 11 Pre-Market EST, Forecast Revenue USD 8.71 B, EPS USD 2.6007

APEIRON CAPITAL Ltd Invests $2.53 Million in Vertiv

Total Clarity Wealth Management Inc. reduces holdings in GE Vernova Inc.

Kornitzer reduces its holdings in Vertiv

FactSet Raises Quanta Services Target Price Estimate

Antelope Enterprise

J-Star

Innodata

Defiance Daily Target 2X Long RKLB ETF

Rackspace Tech

T-REX 2X Long Eose Daily Target ETF

Robo.ai

GEN DIGITAL INC COM USD0.01 CVR (S/RS)

Tradr 2X Long FLY Daily ETF

T-REX 2X LONG RDW DAILY TARGET ETF

Bloom Energy's stock surged 109.1% in April due to an expanded partnership with Oracle and strong first-quarter results. The company reported a 130.4% revenue increase to $751.1 million and a significant boost in operating income. Bloom Energy anticipates full-year revenue growth of 80%, raising its outlook to between $3.4 billion and $3.8 billion. Despite its impressive performance, analysts suggest investors consider waiting for a pullback before buying, as the stock trades at a high valuation of over 20 times its revenue.

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Bloom Energy

Oracle

NVIDIA

Intel

Brookfield Asset

Netflix

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NVIDIA Corporation

Why Bloom Energy Stock Skyrocketed 109% in April

Legendary investor Louis Navellier emphasizes the importance of identifying lesser-known stocks before they gain mainstream attention. His Stock Grader system successfully flagged an AI infrastructure company that surged over 1,100% in just over a year due to improving fundamentals and institutional buying. Navellier believes the next major AI winner is likely not a household name yet and has identified 53 additional stocks showing early-stage signals. He will share insights and recommendations during a free event on May 13.

InvestorPlace

How Louis Found Bloom Energy Before Wall Street Did — and Where He’s Looking Now

GRID

Lumbard & Kellner LLC reduced its stake in Bloom Energy Corporation (NYSE:BE) by 47.2% in Q4, now holding 17,679 shares valued at $1.54 million. Other hedge funds, including Vanguard and Goldman Sachs, increased their positions. CEO Kr Sridhar sold 200,000 shares for $34 million, reducing his stake by 8.37%. Analysts have raised price targets for Bloom Energy, reflecting positive sentiment despite industry headwinds like tariffs and expiring tax credits that may impact future demand.

Market Beat

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Goldman Sachs

Man Group PLC

Mizuho Financial

Mizuho Financial Group, Inc.

Ceres Power Holdings plc

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Bloom Energy Corporation $BE Shares Sold by Lumbard & Kellner LLC

VRTL

Frieda Ying He, Chief Procurement Officer at Vertiv Holdings, acquired stock options for 3,941 shares valued at $33,064, as disclosed in a recent SEC filing. The options allow purchase at an exercise price of $341.02 per share. Vertiv's shares are currently trading at $349.41, down 2.65%. The company reported a revenue growth of 30.13% over three months, but faces challenges with a low gross margin of 37.73% and an EPS of 1.02, below industry average. Its debt-to-equity ratio is 0.77, indicating substantial debt. Insider purchases may signal optimism for future stock performance.

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Vertiv

GraniteShares 2x Long VRT Daily ETF

Frieda Ying He Sees Potential Growth And Acquires Vertiv Holdings Stock Options Worth $33K

GEVX

World Investment Advisors increased its stake in GE Vernova Inc. (NYSE:GEV) by 19.9% in Q4, owning 13,497 shares valued at $8.82 million. Other hedge funds also acquired positions in GEV. The stock rose 2.3% to $1,120.60, with a market cap of $301.13 billion. GE Vernova reported $17.44 EPS, exceeding estimates, and announced a quarterly dividend of $0.50. Analysts have set a consensus target price of $1,090.76, with a majority rating it as a "Moderate Buy."

GE Vernova

Tradr 2X Long GEV Daily ETF

GE Aerospace

GE Vernova Inc. $GEV Shares Bought by World Investment Advisors

Quanta Services Inc. (PWR) shares rose 1.77% to $785.24 on a strong trading day, marking its fifth consecutive gain and reaching a new 52-week high. The S&P 500 and Dow Jones also saw increases of 1.46% and 1.24%, respectively. In contrast, competitors AECOM and MasTec Inc. experienced declines, while EMCOR Group Inc. rose 1.12%. Trading volume for Quanta was 1.2 million, surpassing its 50-day average of 1.1 million.

MarketWatch Automated

Quanta Services

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Aecom

Mastec

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Factset Research

Quanta Services Inc. Stock Outperforms Competitors On Strong Trading Day

Earl C. Austin Jr., Director, President and CEO of Quanta Services, sold 155,992 shares for $120,216,530 on May 5, 2026. Following this transaction, he controls a total of 569,411 common shares, with 556,911 held directly and 12,500 indirectly, as per a recent SEC filing.

Fidelity

Quanta Services Insider Sold Shares Worth $120,216,530, According to a Recent SEC Filing

Bokf Na reduced its holdings in Vertiv Holdings Co. (NYSE:VRT) by 36.4% in Q4, selling 16,087 shares, leaving it with 28,148 shares valued at $4.56 million. Other institutional investors, including Vanguard and State Street, increased their stakes. Insider sales included significant transactions by Director Jan Van Dokkum and EVP Anders Karlborg. Analysts have raised price targets for Vertiv, with a consensus rating of "Moderate Buy" and an average target price of $278.38. Vertiv's stock opened at $358.96, with a market cap of $137.88 billion.

BOK Financial

State Street

Ameriprise Financial

Bank of NY Mellon

Morgan Stanley

Citigroup

State Street® US Equity Premium Inc ETF

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

Bokf Na Sells 16,087 Shares of Vertiv Holdings Co. $VRT

Bloom Energy Is Already Up 240% in 2026, but RBC Analysts Still Think It Has Room to Run

Barchart Option

Bloom Energy Is Already Up 240% in 2026, but RBC Analysts Still Think It Has Room to Run

Quanta Services Inc. (PWR) shares fell 4.39% to $750.73 on Thursday, ending a five-day winning streak amid a broader market decline, with the S&P 500 down 0.38% and the Dow Jones down 0.63%. The stock closed 4.82% below its 52-week high of $788.75. Competitors AECOM, MasTec Inc., and EMCOR Group also experienced declines. Trading volume reached 2.0 million, surpassing the 50-day average of 1.1 million.

Quanta Services Inc. Stock Underperforms Thursday When Compared To Competitors

Dan IVES Wedbush AI Power & Infras ETF(IVEP.US)

Why Bloom Energy Stock Skyrocketed 109% in April

How Louis Found Bloom Energy Before Wall Street Did — and Where He’s Looking Now

Bloom Energy Corporation $BE Shares Sold by Lumbard & Kellner LLC

Frieda Ying He Sees Potential Growth And Acquires Vertiv Holdings Stock Options Worth $33K

GE Vernova Inc. $GEV Shares Bought by World Investment Advisors

Quanta Services Inc. Stock Outperforms Competitors On Strong Trading Day

Quanta Services Insider Sold Shares Worth $120,216,530, According to a Recent SEC Filing

Bokf Na Sells 16,087 Shares of Vertiv Holdings Co. $VRT

Bloom Energy Is Already Up 240% in 2026, but RBC Analysts Still Think It Has Room to Run

Quanta Services Inc. Stock Underperforms Thursday When Compared To Competitors