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Brookfield Asset Mgmt (NYSE:BAM) reported quarterly earnings of $0.44 per share which missed the analyst consensus estimate of $0.46 by 4.35 percent. This is a 15.79 percent increase over earnings of $0.38 per share
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Nvidia surged 7% after delivering blockbuster Q2 earnings with $96.22B revenue (106% YoY growth) and raising FY28 guidance to ~70% growth. The Vera Rubin platform is ramping ahead of schedule with orders from all major hyperscalers. However, gross margins are expected to compress from 75% to 71-72% due to rising memory costs, and the company's massive capital commitments warrant monitoring.
Read original at zacks-investment-researchWhile both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.
Read original at the-motley-foolBloom Energy's stock has surged 1,780% over two years, driven by strong demand from AI and cloud companies for its solid oxide fuel cells. With a $20 billion backlog and expected 70% revenue CAGR through 2028, the company is positioned as a leader in utility-scale fuel cell deployments. While trading at a premium valuation (71x adjusted EBITDA), analysts suggest it could outperform SpaceX as an investment due to its simpler business model and less competitive niche market.
Read original at the-motley-foolBloom Energy and Palantir are both high-growth "story stocks" with compelling narratives. Bloom's solid oxide fuel cells power data centers cleanly and rapidly, while Palantir's AI-powered data platform serves government and commercial clients. Despite both stocks rallying over 1,000% in three years, Bloom trades at a lower valuation (14x sales vs. Palantir's 50x) and grows faster (70% revenue CAGR vs. 58%), making it the more attractive near-term opportunity according to the analyst.
Read original at the-motley-fool