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AI’s ultimate arbitrage: delivery lead times are life-or-death — who will capture the 'power overflow' windfall?

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AI Power Crunch: Who Can Fill the Gap and Reignite?

Today’s Key News Recap

ORCL

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0414 | Dolphin Research Focus: 🐬 Macro/Industry 1) At 10:00 a.m. ET on Apr 13, the US military imposed a naval blockade on all Iranian ports. On the same day, Trump said 'appropriate people' from Iran called the US to signal a strong willingness to reach a deal, but core differences remain over Iran's nuclear program (Xinhuanet).Tehran has not confirmed this, and the two sides may resume talks in Pakistan on Apr 16. In the near term, oil is likely to stay choppy at elevated levels, with volatility increasing across energy, shipping and chemicals.2) According to the General Administration of Customs. In Q1, China's goods trade imports and exports reached RMB 11.84tn...

Oracle

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SAIC-GM-Wuling teams up with CATL; ORCL inks 2.8GW fuel-cell deal | Daily News Recap

TimesSquare Increases Stake in Bloom Energy by 92.4%, Bloom Energy Beats Earnings Expectations

Bloom Energy General Counsel Shawn Soderberg Sells 5,625 Shares for $1.54 Million

Bloom Energy Stock Surges 217% YTD on Oracle Partnership and Strong Q1 Earnings

Bloom Energy Receives 'Moderate Buy' Consensus from Analysts with Average Target Price of $217.48

Coinbase to Launch Four AI Infrastructure Stock Perpetual Contracts on May 18

Federal Pacific Secures Major Contract from Bloom Energy for AI Data Center Project

Goliath Plans to Expand Fuel Cell Capacity and Maintain Strong Growth in AI Liquid Cooling Business

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

BMO Maintains Bloom Energy 'Hold' Rating with a Target Price of $279

FactSet Raises Bloom Energy's 2026 EPS Forecast Median to $1.53

Bloom Energy released FY2026 Q1 earnings on April 28 After-Market (EST), actual revenue USD 751.05 M (forecast USD 540.02 M), actual EPS USD 0.23 (forecast USD -0.0214)

Oracle and BorderPlex Collaborate on New Mexico's Project Jupiter

Oracle and Others Provide Fuel Cell Technology for Jupiter Project

Stanley Druckenmiller Sells SanDisk Shares And Invests In Bloom Energy

Bloom Energy Submits Stock Offering Documents, Shares Fluctuate

NBC Securities Reduced Holdings in Bloom Energy in Q4

Legacy Capital Group and Other Investors Buy Bloom Energy Shares

Bloom Energy to Release FY2026 Q1 Earnings on April 28 After-Market EST, Forecast Revenue USD 537.92 M, EPS USD -0.0225

Bloom Energy's COO Sells 20,000 A Shares

Oracle signs 2.8GW fuel cell supply agreement with Bloom Energy

InMed Pharmaceuticals

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Bloom Energy shares are sliding after a post-earnings rally, driven by a Q1 earnings beat and increased full-year guidance as traders take profits. The company reported a 130.4% revenue increase to $751.1 million in Q1 2026, with adjusted EPS surpassing Wall Street estimates. Bloom's fuel cell technology positions it as a key player in AI infrastructure by helping data centers avoid grid delays.

Bloom Energy slides as traders cool post-earnings rally

GRID

Bloom Energy Corp (NYSE: BE) shares are down 2.66% to $251.82 as traders assess post-earnings volatility. Despite a strong first-quarter performance with adjusted EPS of 44 cents and revenue of $751.05 million, the stock faces selling pressure. Key technical levels show resistance at $303.00 and support at $249.00. The stock remains bullish long-term but is currently digesting gains, with a neutral RSI of 53.38 indicating a potential consolidation phase.

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Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Bloom Energy Shares Are Sliding Tuesday: What's Driving The Action?

Hut 8 Mining pre-market down 3.73%; Bloom Energy pre-market down 3.19%; Rubico pre-market up 209.82%; Amesite pre-market up 176.07%; Meitu Technology pre-market up 71.78%

Price Alert

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Pre-market hot trades in US stocks: Hut 8 Mining pre-market down 3.73%; Bloom Energy pre-market down 3.19%

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.

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

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.

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

Satish Chitoori, an insider at Bloom Energy (NYSE:BE), sold 2,111 shares at an average price of $288.24, totaling $608,474.64. Post-sale, he owns 210,254 shares valued at approximately $60.6 million, marking a 0.99% decrease in his position. The sale was to cover tax obligations from equity awards. Bloom Energy's stock has seen fluctuations, with a recent trading price of $258.93 and a market cap of $73.65 billion.

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

NVIDIA Corporation

Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 2,111 Shares

DNB Asset Management AS increased its stake in Bloom Energy Corporation (NYSE:BE) by 435.7% in Q4, owning 62,655 shares valued at $5.44 million. Other institutional investors also raised their positions. Bloom Energy's stock opened at $258.93, with a market cap of $73.65 billion. The company reported Q1 earnings of $0.44 EPS, exceeding estimates, and raised its FY 2026 guidance. Analysts view Bloom Energy positively due to its role in AI-related power demand and clean energy.

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Bloom Energy Corporation $BE Shares Bought by DNB Asset Management AS

Bloom Energy(BE.US)