U.S. stock night market volatility: Bloom Energy rose 4.08% in after-hours trading, with earnings exceeding expectations + AI demand igniting stock prices

U.S. Stock Night Market Movements

Bloom Energy rose 4.08% in the night market. Based on recent key news:

1. On July 29, Bloom Energy announced its second-quarter financial report, with revenue of $1.065 billion, a year-on-year surge of 165.5%, far exceeding market expectations. The company raised its full-year revenue guidance to $3.9 billion to $4.2 billion, with a non-GAAP earnings per share guidance of $2.55 to $2.85. This news drove the stock price up. Source: Financial Associated Press

2. On July 29, Bloom Energy deepened its cooperation with AI data centers, with significant growth in electricity demand. The fuel cells produced by the company have become an ideal energy solution for AI enterprises, driving the stock price up. Source: Financial Associated Press

3. On July 29, analysts generally upgraded Bloom Energy's rating, with J.P. Morgan raising the target price to $346, believing that the company's risk-reward ratio has improved. This move boosted market confidence. Source: MarketWatch AI demand drives industry growth, with significant capital inflow.

Stocks with High Trading Volume in the Industry

GE Vernova rose 1.64% in the night market. Based on recent news:

1. On July 28, GE Vernova was selected to replace two 315 MW units as part of a comprehensive renovation of a power plant with over 40 years of history. This project is expected to extend the operational life of the power plant by at least 25 years, driving the stock price up.

2. On July 28, Zhongding announced that it received a notice from Taipower requesting compensation for losses caused by a fire incident last year. Although Zhongding and GE Vernova believe that the reason for the shutdown is due to force majeure, the compensation request still exerts some pressure on the stock price.

3. On July 27, Dongfang Securities released a research report stating that demand for gas turbines in North America remains strong, with GE Vernova's second-quarter performance being impressive, with revenue increasing by 22% year-on-year and order volume naturally growing by 88%, driving the stock price up. The demand for gas power generation equipment is increasing, enhancing industry prosperity.

NuScale Power rose 1.84% in the night market. Based on recent key news:

1. On July 27, NuScale Power's operational recovery drove strong second-quarter performance, with production tracking at the upper limit of guidance and strong liquidity. Major refinancing improved capital flexibility, and key projects progressed ahead of schedule. These factors supported the stock price increase. Market conditions support coal pricing.

Forgent Power Solutions rose 2.22% in the night market. There has been no significant news recently; trading is active, and capital flow is evident. Considering sector and industry trends, the stock shows significant volatility, and specific reasons need further observation. no_news