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Teradyne (TER) saw an 8.8% increase after Stifel upgraded its rating, citing the company's underappreciated role in AI-focused semiconductor testing and networking. This upgrade highlights Teradyne's shift in revenue toward AI GPU and ASIC test solutions, reinforcing its pivotal position in developing advanced compute systems. Investors in Teradyne need to believe that this growing complexity in semiconductor testing and AI compute, along with eventual robotics contributions, will sustain demand for its platforms.
Bloom Energy's stock surged 15.21% to $118.09 due to AI energy demand, macroeconomic improvements, and anticipated Federal Reserve policy shifts. The company's partnerships and a $2.5 billion convertible note boost its aggressive growth strategy. Lower borrowing costs from potential rate cuts enhance Bloom's capital expansion, making gigawatt-scale power projects more attractive. Benzinga Edge data highlights Bloom's strong Momentum and Growth scores, reflecting intense buying pressure.
AI-linked energy stocks are experiencing a surge in bullish options activity. Oklo's call volumes have more than doubled, Nuscale has seen nearly 140,000 call options traded, and Bloom Energy has traded nearly 80,000 calls. Nvidia CEO Jensen Huang highlighted the potential for nuclear energy, adding to the speculative interest in these stocks.
Bloom Energy's stock (NYSE:BE) rose 7.9% to $110.5730, with a trading volume decline of 71%. Analysts have varied ratings, with HSBC upgrading to "strong-buy" and others setting target prices between $89 and $157. The company reported better-than-expected earnings, with a 57.1% revenue increase year-over-year. Insider trading saw sales by Satish Chitoori and Shawn Marie Soderberg. Institutional investors like Vanguard and Geode Capital have adjusted their positions in the company.
Bloom Energy rose 13.96%; GE Vernova LLC rose 5.70%, with a transaction volume of USD 1.294 billion; NuScale Power rose 13.58%, with a transaction volume of USD 551 million; NANO Nuclear Energy rose 8.88%, with a transaction volume of USD 494.5 million; Power Solutions rose 5.64%, with a market capitalization of USD 1.428 billion
