iShares Energy Storage & Materials ETF

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

CATL partners with Shanxi to build aluminum-lithium dual-driven new energy industrial cluster

Reliance Discusses Battery Components and Issues Rs 13.158 Billion Construction Proposal

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

CATL and Nanjing Bus Group Sign Strategic Cooperation Agreement to Deepen Full-Scenario Energy Service Layout

Jiangxi Issues 15th Five-Year Plan: Aiming for Over 5 Million kW Energy Storage by 2030

CATL and Tibet Development Investment Group Sign Strategic Cooperation Agreement

CATL Signs Deal with Xiamen Govt and AutoX to Build Battery Bases and Advance Low-Altitude Economy

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

CATL Affiliate to Acquire 38.1% Stake in VNET for $942 Million to Become Largest Shareholder

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

Xiamen Xingye Group and CATL's Puquan Capital Sign Strategic Cooperation Agreement to Explore New Energy and AI Sectors

JPMorgan Sees Potential in CATL's AIDC Energy Storage Ecosystem

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

CATL Chief Scientist Wu Kai: AI Driving Battery Material R&D Revolution

Qijing Smart Auto Completes Over 1 Billion Yuan Financing With CATL and Bosch

BlackRock Increases Stake in CATL to 6.05%

CATL Begins Module Assembly in Hungary

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

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

GCL Global

Silexion Therapeutics

MetaVia

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

Bristol-Myers Squibb Company

GRID

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

Bloom Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

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Amazon

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

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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NANO Nuclear Energy

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UBS Group AG

Jefferies Financial

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

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

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CATL invests nearly 1 billion USD to support Century Internet's transformation into an AI data center operator, helping it to rise again in the AI era. Century Internet's founder Chen Sheng still controls the company, and the stock price rose by about 25% after the investment. The company operates over 50 data centers in China, with clients including ByteDance, Alibaba, and Tencent, and the demand for AI is driving its market prospects

BambooWorks

CATL

Vnet

Alibaba

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TENCENT

Tencent

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Chaince Digital

ZHONHEN

BYD COMPANY

CATL HK SDR 30to1

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Alibaba HK SDR 5to1

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Tencent HK SDR 10to1

Tencent Holdings Limited

BYD HK SDR 10to1

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BYD Company Limited

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CATL invests 1 billion USD to enter AI infrastructure, Century Internet welcomes a turnaround opportunity

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.

Fifth Third Bancorp

NVIDIA

Sandisk

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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

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

RELIANCE is in discussions with CATL and other suppliers for components related to large battery system projects. Additionally, RELIANCE has issued a ₹131.58 crore LOI to Vascon Engineers for the construction of four G+12 buildings at Jamnagar, with a completion target of 19 months.

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Key facts: Reliance-CATL talks on batteries; ₹131.58cr LOI Jamnagar G+12

ORCL

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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

NVDA

NVDU

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

On May 15, Eastern Time, Bloom Energy options saw a total of 99045 contracts traded, with calls accounting for 35% and puts making up 64%.

Options Flow

Trending | BE Plummets 9% last Friday, Some Put options Soar 3200%

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.

Citigroup

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

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

iShares Energy Storage & Materials ETF(IBAT.US)