Bloom Energy (NYSE:BE) has become the poster child for onsite power at AI data centers, with 24/7 Wall St. setting a price target of $239.45, implying 17.37% upside from the current price of $204.02, …
Bloom Energy (NYSE:BE) trades at $204.02, down 42% from its 52-week high of $351.28, despite Evercore ISI analyst Nicholas Amicucci maintaining a Street-high price target of $350.00, implying 71.5% up…
A periodic transaction report filed with the House Clerk on Aug. 21, 2026 disclosed that Nancy Pelosi's household, through her spouse Paul Pelosi, purchased up to $12 million in Bloom Energy (NYSE:BE)…
Bloom Energy's stock surged on AI-driven demand for its fuel cells, but analysts warn the valuation may be stretched. The company, a maker of solid oxide fuel cells, has seen its shares rise over 100%…
Energy Transfer LP will reroute its Green Chile Project natural gas pipeline across federal land after New Mexico Land Commissioner Stephanie Garcia Richard rejected the state route twice, delaying th…
Leopold Aschenbrenner's Situational Awareness LP, a hedge fund he grew from $225 million to about $45 billion, lost most of its value in about four weeks in July 2026 after a 439% net return in the fi…
Alger Investments, which manages $31 billion in assets, is sticking with AI power stocks, with director of market strategy Brad Neuman telling Business Insider that the firm is more worried about supp…
Leopold Aschenbrenner's hedge fund Situational Awareness lost 67% in July after its portfolio was 56% invested in SanDisk and Micron, which fell 56.5% and 39.1% respectively between June 25 and July 2…
Leopold Aschenbrenner's Situational Awareness hedge fund lost roughly $30 billion in July after its two largest bets, a $5.7 billion stake in SanDisk and a $5.6 billion stake in Micron Technology, plu…
Leopold Aschenbrenner's hedge fund Situational Awareness held $5.7 billion in SanDisk and $5.6 billion in Micron at the end of June, accounting for 56% of its $20 billion US stock portfolio, before th…
Leopold Aschenbrenner's Situational Awareness AI hedge fund lost 67% of its value in July 2026, after nearly 50% of its US equity portfolio was invested in SanDisk and Micron, according to SEC filings…
Oracle's Project Jupiter data center in Dona Ana County, New Mexico, faces a nearly six-month delay after the New Mexico State Land Office denied a permit for the second time for the Green Chile Proje…
Oracle Corp. confirmed on July 16, 2026, that its Project Jupiter AI data center campus in New Mexico remains on schedule, with construction already employing over 2,700 workers and generating close t…
Nebius and partner DataOne received a second stop-construction order at their Vineland, New Jersey AI data center, this time over unpermitted Bloom Energy fuel cells and an LNG tank, halting power gen…
Bloom Energy's AI data center backlog grew again, with the company reporting a record $5.8 billion in total backlog as of the latest quarter, driven by demand from AI data centers. The company's CEO, …
Citadel's Wellington multistrategy fund gained 5.9% in July after acquiring approximately $16 billion in AI stocks from Situational Awareness, the collapsed hedge fund run by former OpenAI researcher …
Morgan Stanley strategists mapped three possible AI market scenarios and found that Nvidia, Amazon, Google, and Microsoft are positioned to benefit across all outcomes, with Nvidia emerging as the cle…
Leopold Aschenbrenner's forced sale of his hedge fund Situational Awareness's public equity portfolio, purchased by Citadel, triggered a rebound in AI-linked stocks like SanDisk, Bloom Energy, and Cor…
Leopold Aschenbrenner's Situational Awareness LP hedge fund liquidated its entire $16 billion public equity portfolio of AI stocks to Citadel in a single block trade after leveraged bets cratered, wit…
Citadel, Ken Griffin's hedge fund giant, has acquired a stock portfolio from Situational Awareness LP, the AI-focused fund founded by former OpenAI researcher Leopold Aschenbrenner, after the fund suf…