iShares Russell 2000

SiTime Plans $1.1B Convertible Note Issuance to Acquire Part of Renesas Electronics

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

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

Abacus Wealth Increases Stake in Sterling Infrastructure as Earnings Beat Expectations

Virginia Retirement System Cuts Nextpower Stake by Nearly Half, CEO Sells Shares

Fabrinet Reports FY2026 Q3 Results and Issues Cautious Q4 Guidance

Multiple Wall Street Firms Adjust EchoStar Ratings and Price Targets, Average Stance Remains Hold

Carl Icahn Cleares Southwest Gas Stake and Cuts EchoStar Holding by 58.1%

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

EchoStar Reports Q1 2025 Earnings with Wireless Revenue Growth but Overall Revenue Decline

Nextpower Inc Receives Buy Rating, Maintains Hold Rating

Susquehanna Raises Nextpower's Target Price to $161

BMO Raises Nextpower's Target Price to $125, Maintains 'Market Perform' Rating

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

Nextpower Inc. stock target price raised to $138.3

Roth MKM Upgrades Nextpower Inc to Buy With $155 Price Target

Nextpower released FY2026 earnings on May 12 After-Market EST, actual revenue USD 3.559 B (forecast USD 3.509 B), actual EPS USD 3.84 (forecast USD 3.6159)

Nextpower released FY2026 Q4 earnings on May 12 After-Market EST, actual revenue USD 880.52 M (forecast USD 829.82 M), actual EPS USD 0.97 (forecast USD 0.7373)

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Earnings Watch

Nextpower

Nextpower | 10-K: FY2026 Revenue Beats Estimate at USD 3.559 B

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

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

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.

Market Beat

NANO Nuclear Energy

JPMorgan Chase

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

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

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

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

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

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

ORCL

ORCX

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%.

Defiance Daily Target 2X Long ORCL ETF

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.

benzinga_article

Direxion Daily NVDA Bull 2X Shares

NASDAQ Composite Index

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

STRL

Infrastructure companies are thriving amid the data center boom, with three key players reporting strong Q1 2026 earnings and raising their full-year guidance. Sterling Infrastructure, Quanta Services, and Comfort Systems USA are capitalizing on the growing demand for data center construction and operation, driven by the increasing energy needs of AI technologies. Each company addresses critical aspects of data center infrastructure, showcasing significant revenue growth and robust order backlogs.

Quanta Services

Comfort Systems USA

Sterling Infrastructure

3 Infrastructure Stocks Fueling the Data Center Building Boom

Small-cap ETFs are showing signs of a comeback, outperforming despite weak investor interest. While small-cap stocks have regained momentum, ETF flows remain low, with significant outflows from small-cap mutual funds. Analysts suggest this disconnect presents a buying opportunity, as small caps trade at attractive valuations compared to large-cap stocks. If investor flows catch up with performance, small-cap ETFs could become a key focus in the latter half of 2026. Recommended ETFs for exposure include IWM, IJR, VB, and VBK.

iShares Core S&P Small Cap

VG S-Cp Grw

VG S-Cp

Small-Cap ETFs May Be Prepping For A Comeback Investors Are Still Ignoring: Here Are Four You Can Start With

BWXT

ENFR

Nextpower and BWX Technologies are growing faster than many other energy companies.

BWX Tech

Alerian Energy Infrastructure ETF

2 top energy growth stocks to buy before it's too late

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%

Top 10 Stocks in Russell 2000 YTD $iShares Russell 2000(IWM.US) 🟢 $Rackspace Tech(RXT.US) +495%🟢 $Maxlinear(MXL.US) +427%🟢 $Applied Optoelectronics(AAOI.US) +423%🟢 $Satellogic(SATL.US) +401%🟢 $Aehr Test(AEHR.US) +370%🟢 $agilon health(AGL.US) +349%🟢 $ImmunityBio(IBRX.US) +294%🟢 $Atomera(ATOM.US) +292%🟢 $ICHOR(ICHR.US) +279%🟢 $Bandwidth(BAND.US) +248%

Bandwidth

Proshares UltraPro Short Russell2000 ETF

ProShares Ultra Russell2000 ETF

Rackspace Tech

Maxlinear

Applied Optoelectronics

Satellogic

Aehr Test

agilon health

ImmunityBio

Atomera

ICHOR

BTW, the reason $iShares Russell 2000(IWM.US) has been so strong this year is that is a closet AI index (more so than $SPDR S&amp;P 500(SPY.US)). Had to argue with Claude about this:

SPDR S&P 500

Spending the next hour building out the watchlist. If you want me to review a specific stock or have a setup you like, post it below. Once my scans are done, I will quote this and share at least two ideas I am watching. #SwingTrading #StockMarkets $SPDR S&amp;P 500(SPY.US) $Invesco QQQ Trust(QQQ.US) $iShares Russell 2000(IWM.US)

Invesco QQQ Trust

Proshares UltraPro Short QQQ ETF

ProShares Shrt QQQ

THE NASDAQ ENDS FRIDAY WITH A 13 DAY WINNING STREAK, THE LONGEST SINCE 1992.Since March 30th:$Invesco QQQ Trust(QQQ.US) +16%$SPDR S&amp;P 500(SPY.US) +12%$iShares Russell 2000(IWM.US) +15%$Grayscale Bitcoin Mini Trust ETF(BTC.US) +18%We go through the pain, no matter how ugly it may be, to eventually see these types of days.Source: amit

Grayscale Bitcoin Mini Trust ETF

Nasdaq

Hello stock fans we come into the day with green on the screens $Invesco QQQ Trust(QQQ.US) $SPDR S&amp;P 500(SPY.US) $iShares Russell 2000(IWM.US) and $VIX at 22.31.Source: Sunrise Trader

$Invesco QQQ Trust(QQQ.US), $iShares Russell 2000(IWM.US) and $SPDR S&amp;P 500(SPY.US) greenSource: Sunrise Trader

The major indices ($SPDR S&amp;P 500(SPY.US) /$Invesco QQQ Trust(QQQ.US) ) are looking a bit downcast because the tech giants have been performing flat. However, small-cap stocks and equal-weighted indices ($iShares Russell 2000(IWM.US) /$Invesco S&amp;P 500 Eq Wgt ETF(RSP.US) ) are quietly hitting new all-time highs! This means: Big Tech is taking a break...

PulteGroup

Boeing

Coca Cola

Broadcom

Micron Tech

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Lumentum

Invesco S&P 500 Eq Wgt ETF

Lam Research

Toll Brothers

BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A

Lockheed Martin

Western Digital

ASML

Walmart

What's the outlook for US stocks next week? Are tech stocks out of favor? These sectors are quietly rising!

$Chevron(CVX.US) $iShares Russell 2000(IWM.US) $SPDR Energy Select(XLE.US) $Walmart(WMT.US) $Intel(INTC.US) $Exxon Mobil(XOM.US) in 52 week high list. (I do own some of these names)Source: Sunrise Trader

SPDR Energy Select

Intel

Exxon Mobil

INTEL-T

Chevron

THE STOCK MARKET HAS CLOSED FOR 2025. A year which saw -30% drawdowns in April and then saw a rebound after Liberation Day, with the S&amp;P rallying +37% over the next 8 months. Truly historic.YEAR TO DATE:$SPDR S&amp;P 500(SPY.US) +17% $Invesco QQQ Trust(QQQ.US) +20%$iShares Russell 2000(IWM.US) +11%$SPDR Gold Shares(GLD.US) +65%Happy New Year to all!Source: amit

SPDR Gold Shares

S&P 500

VG S&P 500 Grw