iShares Energy Storage & Materials ETF(IBAT.US)

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iShares Energy Storage & Materials ETF
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Bloom Energy (BE) Is Up 29.1% After Securing AEP’s $2.65 Billion Fuel Cell Megadeal - Has The Bull Case Changed?

Bloom Energy's stock surged 29.1% following a $2.65 billion deal with American Electric Power for 900 MW of solid-oxide fuel cells. This contract, backed by a 20-year offtake agreement, positions Bloom as a key player in powering AI-driven data centers. While the deal enhances revenue visibility, it raises concerns about execution risks related to rapid capacity expansion. Analysts project Bloom's revenue could reach $2.7 billion by 2028, but fair value estimates vary significantly, indicating differing investor expectations on growth potential.

Simplywall·
US
BE
+7.42%
Simplywall·
US
BE
+7.42%

Trending | BE Surges 12% on Thursday, Some Call options Soar 861%

On January 8, Eastern Time, Bloom Energy options saw a total of 131405 contracts traded, with calls accounting for 75% and puts making up 24%.

LB Option·
US
BE
+7.42%
LB Option·
US
BE
+7.42%

Trending | BE Increases 4% on Wednesday, Some Call options Soar 900%

On January 7, Eastern Time, Bloom Energy options saw a total of 131405 contracts traded, with calls accounting for 75% and puts making up 24%.

LB Option·
US
BE
+7.42%
LB Option·
US
BE
+7.42%

Why Bloom Energy Is The Surprising Winner From AI's Insatiable Power Appetite

Bloom Energy (BE) is emerging as a key player in the AI-driven energy market, as highlighted by BloombergNEF's report projecting a 36% increase in U.S. data center power demand by 2035. Bloom's solid oxide fuel cells offer efficient, on-site power solutions, addressing grid constraints and achieving 90% efficiency. With Q3 revenue up 57% year-over-year and a new $600 million credit facility, Bloom is positioned for significant growth, having already deployed over 400 MW globally. The company's stock surged over 300% last year, reflecting its critical role in the expanding AI infrastructure market.

Talkmarkets·
US
BE
+7.42%
Talkmarkets·
US
BE
+7.42%

China’s CATL, Nio deepen partnership to develop EV batteries with longer lifespans

Contemporary Amperex Technology Ltd (CATL) has strengthened its partnership with Nio to develop electric vehicle (EV) batteries with longer lifespans. The five-year agreement aims to address the costly issue of battery replacements for millions of EV users in China. Nio's CEO, William Li, highlighted the urgency of this development, predicting significant costs for battery replacements after 2032. Despite challenges in the EV market, Li remains optimistic about profitability for major players. Nio recently celebrated its 1 millionth car production milestone and continues to collaborate with CATL on battery swap technology.

南华早报·
SZ
300750
-1.42%
南华早报·
SZ
300750
-1.42%
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