Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Armada Partners with Johnson Controls to Build Modular Data Centers in Arizona, Creating 500 Jobs and Securing $230M Funding

Johnson Controls Intl President Todd M. Grabowski Sells 4,274 Shares for ~$623k

nVent Announces Stock Repurchase Authorization

Eaton Corp Stock Price Target Raised to $462.36, Analysts Maintain "Buy" Rating

Hubbell Signs $900M Loan Agreement to Finance NSI Acquisition

Johnson Controls Expands Denmark Facility for Data Center Demand, Q2 Revenue $6.14B, 2028 Target $27B

nVent Electric Executive Obtained Stock Options

Johnson Controls Completes Acquisition of Alloy Firm

St. James Investment Company Increases Holding in Hubbell Inc

nVent Electric plc CTO Reduced Company Shares

Martha Claire Bennett exercises stock options and sells shares

Eaton Director Buys Company Shares

Johnson Controls Vice President Schlitz Lei Zhang Sells $12.51 Million Shares

Johnson Controls Expands Heat Pump Factory in Holme, Denmark

Eaton Corp President and COO Sells Company Stocks

Eaton Industrial COO Peter Denk Sells Shares

Eaton Corporation's Stock Price Target Raised to $448.25

Quanta Services CEO Earl C. Austin Jr. Sells 127,948 Shares

nVent Executives Lynnette R. Heath Sells and Gives Away Stocks

Evercore ISI Analyst Maintains Hold Rating on Johnson Controls

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

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

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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

GRID

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.

Market Beat

Bloom Energy

NANO Nuclear Energy

Fifth Third Bancorp

NVIDIA

Sandisk

Dow Jones Industrial Average

Fifth Third Bancorp Pref Share FITBO 4.95 Perp 09/30/24 K

FIFTH THIRD BANK PREF SHARE FITB V6.625 P12/31/49 I

Fifth Third Bancorp Pref Shares FITBM 6.875 Perp 10/01/30

Fifth Third Bancorp Depositary Shs B Ser A Repr 1/40 6 % Perp Pfd Registered Shs B Ser A

NVIDIA Corporation

Sandisk - WI

Armada has announced a framework agreement with Johnson Controls for the production of modular data centers in Arizona, creating over 500 jobs. The company raised $230M in an oversubscribed Series B funding round, valuing it at $2B. This capital will support rapid deployment of AI infrastructure and meet growing customer demand, with significant bookings growth reported. The partnership aims to enhance the manufacturing and deployment of AI solutions globally.

Fidelity

Johnson Controls

BlackRock

Mitsui & Co.,Ltd

Mitsui & Co.

SingTel

Singtel

BlackRock Tech and Private Equity Term Trust

BLACKROCK MULTI-SECTOR INCOME TR COM USD0.001(S/R 09/09/2025) WI

Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

Armada Announces Agreement with Johnson Controls for Galleon Forge One; Raises $230M in Oversubscribed Series B with a Pre-Money Valuation of $2B to Accelerate Deployment of the U.S. AI Stack and Support Explosive Customer Demand Growth Across Industries

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

Oracle

Brookfield

Amazon

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

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

Modular data center builder Armada has raised $230 million in a Series B funding round, achieving a valuation of $2 billion. The investment includes participation from BlackRock and Johnson Controls, which will help establish a new Arizona factory. Armada's modular data centers, designed for rapid deployment and integration with existing energy sources, are gaining traction in sectors like defense and energy. The company reported a 540% increase in customer bookings from fiscal 2025 to 2026.

CNBC

Modular data center builder Armada raises $230 million, to build new Arizona factory with new investor Johnson Controls

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?

NVDA

NVDL

NVDU

NVDX

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

SBGSY

The global Outdoor Circuit Breaker Market is projected to grow from USD 9.62 billion in 2025 to USD 12.52 billion by 2030, with a CAGR of 5.4%. Growth is driven by demand for durable outdoor protection equipment due to renewable energy expansion. Gas-insulated circuit breakers lead the market, favored for their reliability and compact design. Key players include Eaton and Schneider Electric, focusing on innovative solutions and market expansion.

prnewswire

Eaton

Schneider Electric

Siemens AG

Mitsubishi Electric Corp.

Siemens

Mitsubishi Electric

05:00 ETOutdoor Circuit Breaker Market worth $12.52 billion by 2030 | MarketsandMarkets™

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

VanEck Semiconductor ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

iShares Semiconductor ETF

SPDR S&P Semicon

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

EOSE

EOSEW

DNB Asset Management AS reduced its holdings in Eos Energy Enterprises, Inc. (NASDAQ:EOSE) by 48.7% in Q4, now owning 530,534 shares valued at $6.08 million. Other institutional investors have also adjusted their positions. Analysts have mixed ratings on EOSE, with a consensus 'Hold' and a price target of $10.93. The stock is currently down 5.5%, trading at $7.43, with a market cap of $2.52 billion.

EOS Energy Enterprises

EOS ENERGY ENTERPRISES INC C/WTS 17/11/2025(TO PUR COM)

Goldman Sachs

JPMorgan Chase

Prudential financial

GS Hldg R

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

Prudential Financial Pref Share PRS 5.625 08/15/58

Prudential Financial Pref Share PFH 4.125 09/01/25

Prudential Financial Pref Share PRH 5.95 09/01/62

DNB Asset Management AS Lowers Holdings in Eos Energy Enterprises, Inc. $EOSE

SEDG

Yesterday, SolarEdge's stock price surged by 22.93%, closing at $61.76, a rare single-day increase. The trading volume skyrocketed to $844 million, with capital inflow described as frantic. The MACD daily line established a bullish signal above the zero axis, which, combined with such a strong volume and large bullish candlestick, typically indicates a dramatic shift in market sentiment, with short-sellers quickly suppressed and bulls attempting to regain dominance. In the short term, this large volume bullish candlestick strongly suggests a reversal in the market pattern. On the news front, SolarEdge may have been stimulated by expectations of new energy policies or improvements in the company's fundamentals. Fervo Energy, also in the clean energy sector, has recently shown bullish signals, with significant increases in capital activity within the sector. Additionally, the U.S. April industrial output data showed strong performance related to electrical equipment and renewable energy, providing macro support for the new energy sector. However, it is important to note that the rising expectations for interest rate hikes by the Federal Reserve may put pressure on highly leveraged new energy companies, and it remains to be seen whether SolarEdge can maintain its rebound momentum in a rising interest rate environment. From a technical perspective, yesterday's massive bullish candlestick recovered the losses from several previous trading days in one go, and the 5-day and 10-day moving averages are likely to be significantly left behind by the stock price in the short term. However, such a dramatic single-day increase is often accompanied by increased volatility in the following days, and intraday pullbacks and consolidations are normal phenomena

Technical Forecast

Solaredge Tech

Fervo Energy

Pre-market trend | SolarEdge (SEDG) surged over 22% on May 15, can the influx of funds continue?

FRVO

Yesterday's closing price of Fervo Energy rose slightly by 1.06%, closing at $41.06, showing a mild but steady trend, maintaining above the 5-day moving average for several consecutive days. The MACD daily line established a bullish signal above the zero axis, indicating that the buying power is gradually strengthening, and the initial momentum for confirming the short-term trend has begun to emerge. The total trading volume for the day was approximately $288 million, reflecting the sustained attention of market funds for this emerging target in the renewable energy sector. The market rhythm is stable, with bulls advancing in an orderly manner. On the news front, the renewable energy sector has recently received multiple policy benefits and industry drives. The U.S. industrial output data showed outstanding performance in the electrical equipment sector, with the demand for clean energy in data centers continuing to grow, injecting new imagination into the geothermal energy niche. As a representative enterprise of the new generation of geothermal energy technology, Fervo Energy has a unique advantage in meeting the round-the-clock base load power demand of data centers, distinguishing itself from the intermittent characteristics of photovoltaics and wind power. SolarEdge, also part of the clean energy sector, surged over 22% yesterday, significantly heating up the sector, which is expected to bring a capital spillover effect to Fervo Energy. From a technical perspective, the $40 integer level serves as the first short-term support reference. The moving average system is gradually flattening and showing signs of upward tilt. If today's volume can moderately increase and push the stock price above $42, the short-term bullish pattern will be further solidified

Pre-market trend | Fervo Energy (FRVO) steadily rises on 5/15, is the geothermal energy newcomer gearing up for a breakthrough?

The original post is at: https://x.com/Maggie191919/status/1994246921372745773 I just copied the text. But I had Gemini redesign the featured image, and after seeing it, I think it's awesome! The future is not far away! $Tesla(TSLA.US) If Tesla Semi is turned into a fully functional RV, this would be the ultimate form of mobile lifestyle...

Tesla

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

Select Medical

LI AUTO-W

NIO-SW

XPENG-W

XIAOMI-W

Li Auto

NIO Inc

NIO Inc. USD OV

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Turn the Tesla Semi into a fully functional RV

Electricity prices are exploding, outpacing much of the rest of the economy.Inflation plays a role, but it’s far from the whole story.AI, EVs, natural gas, and a maxed-out grid are pushing costs higher than ever.(a thread)Source: StockMarket.News

Fisr Trust Nasdaq Clean Edge Smart Grid Infra(GRID.US)

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

Armada Announces Agreement with Johnson Controls for Galleon Forge One; Raises $230M in Oversubscribed Series B with a Pre-Money Valuation of $2B to Accelerate Deployment of the U.S. AI Stack and Support Explosive Customer Demand Growth Across Industries

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

Modular data center builder Armada raises $230 million, to build new Arizona factory with new investor Johnson Controls

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