Leopold Aschenbrenner's Situational Awareness LP, an AI-focused hedge fund that managed roughly $20-24 billion, liquidated its entire public equity book after margin calls from Goldman Sachs, JPMorgan…
Leopold Aschenbrenner's Situational Awareness LP liquidated its entire public equities portfolio in a margin-fueled fire sale, offloading all holdings to a single buyer on or around July 30. The AI-fo…
Leopold Aschenbrenner's Situational Awareness LP hedge fund, which grew from $225 million to $20 billion on a pure AGI bet, is seeking fresh capital after the July 2026 semiconductor rout hammered its…
NextEra Energy and Brookfield plan to build a data-centre campus in Kentucky worth as much as $100 billion, Bloomberg reported, marking one of the largest single commitments in the U.S. build-out of c…
Dow Jones futures fell and oil prices jumped on Iran news, while Seagate, SK Hynix, KLA, and Bloom Energy emerged as AI earnings movers. The article was not accessible due to automation detection, wit…
Bloom Energy's stock has surged over 1,000% in the past 12 months, driven by a $25 billion partnership with Brookfield Asset Management and a 2.8 GW deal with Oracle, as AI data centers create insatia…
Bloom Energy (BE) shares rose on increased demand for power from AI data centers. The company's fuel cell technology is seen as a key solution for meeting the growing electricity needs of AI infrastru…
Morgan Stanley says it's time to buy the dip in AI infrastructure stocks, highlighting 13 US AI power infrastructure stocks including two 'standout' energy storage plays. Analyst Stephen Byrd wrote th…
TechCrunch Disrupt 2026 will feature a Smart Systems Stage from October 13-15 at San Francisco's Moscone Center, focusing on AI infrastructure and energy challenges with speakers from Commonwealth Fus…
A proposed €3 billion ($3.4 billion) artificial intelligence campus in central Spain is advancing through regional permitting with an on-site power strategy, developers EdgeMode, BlackBerry AIF and th…
Bloom Energy's nearly 1,000% stock surge faces headwinds from grid delays, community opposition, and manufacturing ramp risks, according to the company's mid-year 2026 Data Center Power Report. The fu…
New Mexico Land Commissioner Stephanie Garcia Richard denied Energy Transfer's application for the second time to build a natural gas pipeline segment that would fuel Oracle's Project Jupiter AI data …
Leopold Aschenbrenner's Situational Awareness LP hedge fund has reached a $20 billion valuation, driven by returns exceeding 1,000% since its late 2024 launch and a 270% gain year-to-date in 2026. The…
Industrial Development Funding and Oaktree Capital Management are investing $1.7 billion to deploy Bloom Energy fuel-cell systems for AI cloud infrastructure, including dedicated power for Nebius AI c…
Community resistance is bottlenecking data center growth, threatening AI infrastructure expansion, Morgan Stanley warns. In 2026, numerous communities have enacted moratoriums, including New York's st…
Vertiv Holdings and Bloom Energy reported strong quarterly results, with Vertiv's revenue up 30% to $2.65 billion and Bloom's revenue surging 130% to $751 million, as AI infrastructure spending shifts…
Local opposition groups to US data center projects surged to 430 from 76 since 2025, with opponents blocking or delaying at least 75 projects worth $130 billion in early 2026, as community acceptance …
Bloom Energy's stock declined despite the company's major expansion in AI infrastructure, as market concerns outweighed the positive news.…
Bloom Energy and Brookfield Asset Management expanded their AI infrastructure partnership to $25 billion, with Brookfield committing up to $5 billion to deploy Bloom's solid oxide fuel cell technology…
Six leading UK fund managers revealed underrated stocks with long-term growth potential, including Eli Lilly, Lion Finance Group, Frasers Group, RELX, and Bloom Energy, spanning healthcare, financial …