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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

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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...

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

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

Leopold Aschenbrenner's Investment in Bloom Energy Corp. Leads to Stock Price Fluctuations

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

Big funds' 13Fs are out: betting on AI compute and safe havens

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

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Bloom Energy has seen a 217% year-to-date surge, driven by investor interest in AI power solutions. Oracle has implemented Bloom's technology at its AI campus, enhancing deployment speed. In Q1 2026, Bloom reported a 130% year-over-year revenue increase to $751.1M, with EPS exceeding estimates by 242%.

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Bloom Energy tops 2026 gains as AI power demand surges

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Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

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Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

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FuelCell Energy Inc (NASDAQ:FCEL) shares dropped approximately 20% on Monday, reversing recent gains after hitting a 52-week high. The decline is attributed to profit-taking by retail traders following a 100% increase in the past month. Market enthusiasm for the clean energy sector is also cooling after a significant power deal involving Bloom Energy Corp. Despite the pullback, FCEL remains in a long-term uptrend, trading well above key moving averages.

Bloom Energy(BE.US)

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

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

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

Bloom Energy tops 2026 gains as AI power demand surges

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Why Is FuelCell Energy Stock Slumping On Monday?

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