Defiance AI & Power Infrastructure ETF

Microsoft Pushes Maia 200 Chip, Claims Lower Inference Costs Than Nvidia

Nvidia China Revenue Drops 53% to $4.55B, Total Sales Surge 85% to $81.6B, Customer Concentration Risk Rises

Wall Street Analysts Adjust Price Targets: Baird Raises Nvidia Target to $500

UBS raises Nvidia price target to $280

Prescott Group Invests $945k in GE Vernova, Analysts Raise Price Targets

Goldman Sachs Raises Nvidia Price Target to $285, Maintains Buy Rating

Taiwan Investigates Illegal Export of Nvidia-Chip Servers to Mainland China and HK/Macau

Bessemer Group Reduces Broadcom Stake by 2.9% in Q4, Holdings Worth $1.86 Billion

Nvidia Q1 Revenue Surges to $81.6B, Unveils Vera CPU Amid Stock Decline Concerns

RBC Raises Nvidia Target Price from $250 to $270

Morgan Stanley Raises Nvidia Target Price from $285 to $288

Jefferies Raises Nvidia Price Target from $275 to $300

NVIDIA Wins Multiple Best Choice Awards at COMPUTEX 2026 and Showcases Vera Rubin NVL72

Duan Yongping's H&H Q1 13F Disclosed: Cleared Alibaba & TSMC, Bullish on Tesla & Nvidia

Nvidia Q1 Earnings Beat Expectations; CEO Huang: Conceded China AI Chip Market to Huawei

Nvidia H200 Sales Blocked in China Yield No Revenue, Stock Falls 1.6% Despite Strong Earnings

Nvidia Reports Earnings, Performance Exceeds Expectations Across the Board

Melius Research Raises Nvidia Price Target to $400

Nvidia Q2 2026 Earnings: Revenue up 85% to $81.6B, Unveils Vera Rubin Platform

NewGenIvf

Agape ATP

Liminatus Pharma

Tradr 2X Long QBTS Daily ETF

Defiance Daily Target 2X Long RGTI ETF

Tradr 2X Long RGTI Daily ETF

Infleqtion

Sunshine Biopharma

Wheeler Real Estate

Defiance 2X Daily Long Pure Quantum ETF

NVDA

Nebius shares rose 8% in premarket trading following a partnership with Bloom Energy to deploy fuel cell technology for its AI infrastructure, expected to deliver 328 MW this year. Additionally, unverified reports suggest a 30% price increase for on-demand access to Nvidia GPUs. The partnership could cost Nebius up to $2.6 billion over ten years, providing clean, modular power for its AI cloud platform amid rising competition in the sector.

- Nebius has increased by 8% in premarket trading due to a partnership with Bloom Energy to utilize fuel cell technology for powering its AI infrastructure, expecting 328 MW installed capacity this year.  
- The company may also raise its on-demand GPU access prices by ~30%, which, if accurate, suggests strong demand for computing resources.  
- Bloom's systems will provide cleaner electricity for Nebius's full-stack AI platform in the US, with plans for global expansion, costing up to $2.6 billion in aggregate fees.

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NVIDIA

Bloom Energy

Nebius

Coreweave

IREN

Alphabet

Alphabet - C

Blackstone

Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes

NBIS

NBIG

NEBX

NBIL

Nebius (NBIS) has partnered with Bloom Energy to deploy clean fuel cell technology for its AI infrastructure build-out, replacing combustion-based systems. The first project will have 328 MW of capacity operational this year, supporting Nebius's demand for AI workloads while minimizing environmental impact. This long-term partnership aims for global expansion as Nebius scales its AI compute capacity across the US and EMEA regions.

Fidelity

Leverage Shares 2X Long NBIS Daily ETF

Tradr 2X Long NBIS Daily ETF

GraniteShares 2x Long NBIS Daily ETF

Nebius and Bloom Energy partner to power AI infrastructure build-out

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

Barchart Option

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

GEVX

Prescott Group Capital Management L.L.C. invested $945,000 in GE Vernova Inc. by acquiring 1,446 shares during Q4, as reported in their recent SEC filing. Other institutional investors also increased their stakes in GE Vernova. Analysts remain optimistic about the company's growth potential, with several raising their price targets. GE Vernova's stock has shown positive movement, currently trading at $1,024.61, with a market cap of $275.33 billion.

Market Beat

GE Vernova

Tradr 2X Long GEV Daily ETF

VG Utilities

ISHRS S&P Glb Utilities

Select Sect Spdr Util

Evercore

Morgan Stanley

CR HOLDINGS

Oppenheimer

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

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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MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Prescott Group Capital Management L.L.C. Invests $945,000 in GE Vernova Inc. $GEV

Bloom Energy Corp (BE) shares rose 8.43% to $283.55 on Wednesday, driven by strong post-earnings performance and cash-flow improvements. The company reported adjusted EPS of 44 cents and revenue of $751.05 million, exceeding expectations. Traders are optimistic about Bloom's AI data center strategy and its partnership with Oracle. Key technical levels indicate a bullish trend, with resistance at $303.00 and support at $249.00.

fidelity

Oracle

NASDAQ-100

Invesco QQQ Trust

S&P 500

SPDR S&P 500

Cava

AMC ENT

Roblox

NVIDIA Corporation

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Bloom Energy Shares Are Climbing Wednesday: What's Driving The Move?

GRID

VRTL

Kennedy Investment Group reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 38.9% in Q4, now holding 9,472 shares valued at $1.54 million. Other investors, including IFP Advisors and Cullen Frost Bankers, increased their stakes. Vertiv's stock opened at $322.26, with a market cap of $123.78 billion. The company reported Q1 earnings of $1.17 EPS, exceeding estimates, and announced a quarterly dividend of $0.0625 per share.

Vertiv

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

GraniteShares 2x Long VRT Daily ETF

Cullen Frost Bankers

Jefferies Financial

Citigroup

HSBC

JPMorgan Chase

CITIGROUP INC 6.250 NON CUM SER II PFD WI

HSBC 5xShortSG241213

HSBC HOLDINGS

HSBC Holdings Plc

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Vertiv Holdings Co. $VRT Shares Sold by Kennedy Investment Group

Bloom Energy (BE) reported strong Q1 results, raising its 2026 guidance and announcing $5 billion in AI power deals with Oracle and Brookfield. Despite a recent share price pullback, its year-to-date return is 162.14%. Analysts suggest the stock is overvalued at $258.71 compared to a fair value estimate of $111.18. The demand for AI and cloud data center power is driving growth, but risks include competition from zero-emission options and regulatory challenges.

Simplywall

Brookfield

Amazon

Bloom Energy (BE) Valuation Check After AI Power Deals Guidance Upgrade And Strong First Quarter Results

TimesSquare Capital Management LLC increased its holdings in Bloom Energy Corporation (NYSE:BE) by 92.4% in Q4, owning 336,800 shares valued at approximately $29.27 million. Other institutional investors also raised their stakes. Analysts have mixed ratings on the stock, with a consensus price target of $217.48. Bloom Energy reported strong earnings, exceeding estimates with $0.44 EPS and $751.05 million in revenue, up 130.4% year-over-year.

NANO Nuclear Energy

UBS Group AG

TimesSquare Capital Management LLC Has $29.27 Million Holdings in Bloom Energy Corporation $BE

EMLP

Quanta Services reported record first-quarter revenue and backlog, driven by strong demand in energy infrastructure. The merger of NextEra Energy and Dominion Energy is expected to boost power grid investments, enhancing Quanta's prospects. However, risks remain if utility spending slows. Quanta raised its 2026 revenue guidance to $34.7-$35.2 billion, with projected earnings of $1.40-$1.50 billion. Analysts predict $42.8 billion revenue by 2029, but some estimates suggest the stock may be overvalued by 43%.

Quanta Services

Nextera Energy

Dominion Energy

First Trust North American Energy Infra Fd

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Is Quanta Services (PWR) Turning Record Backlog Into Lasting Advantage In Grid Modernization?

GE Vernova Declares Third Quarter 2026 Dividend | GEV Stock News

StockTitan

GE Vernova Declares Third Quarter 2026 Dividend | GEV Stock News

Defiance AI & Power Infrastructure ETF(AIPO.US)

Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes

Nebius and Bloom Energy partner to power AI infrastructure build-out

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

Prescott Group Capital Management L.L.C. Invests $945,000 in GE Vernova Inc. $GEV

Bloom Energy Shares Are Climbing Wednesday: What's Driving The Move?

Vertiv Holdings Co. $VRT Shares Sold by Kennedy Investment Group

Bloom Energy (BE) Valuation Check After AI Power Deals Guidance Upgrade And Strong First Quarter Results

TimesSquare Capital Management LLC Has $29.27 Million Holdings in Bloom Energy Corporation $BE

Is Quanta Services (PWR) Turning Record Backlog Into Lasting Advantage In Grid Modernization?

GE Vernova Declares Third Quarter 2026 Dividend | GEV Stock News