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Pershing Square took multiple new positions in the second quarter. A look at the portfolio changes and top holdings.
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House passes a bipartisan bill urging data centers to cover added power costs, aiming to protect Americans from higher electricity bills.
Generac shares soar in extended trading Thursday after the company announces a supply agreement with Amazon for data center backup generators.
On September 16, 2026, Generac Holdings Inc. (the "Company") and Amazon.com, Inc. ("Amazon") entered into a Transaction Agreement (the "Transaction Agreement"), under which the Company issued to
The article compares Salesforce and Figma as investment options in 2026. Salesforce, the dominant CRM leader, offers proven profitability with $41.5B revenue, 18% net margins, and $14.4B free cash flow, trading at a reasonable 23.3x P/E ratio. Figma, a rapidly growing design platform, shows 41% revenue growth but remains unprofitable with a negative 118.4% net margin and trades at a premium 66.2x forward P/E. The author recommends Salesforce as the better investment due to its financial stability, competitive moat through AI capabilities, and reasonable valuation, despite acknowledging Figma's impressive growth trajectory.
Bloom Energy and GE Vernova represent different approaches to the energy infrastructure market. Bloom Energy focuses on distributed fuel cell technology for data centers with 37.3% revenue growth but operates at a loss with high debt levels. GE Vernova, a diversified industrial giant generating 25% of global electricity, demonstrates profitability with 12.8% net margins, zero debt, and record backlogs. The article recommends GE Vernova for long-term investors seeking a more established, scalable foundation, while Bloom Energy appeals to those comfortable with higher growth and risk.
The article compares Bloom Energy, a clean energy innovator in solid oxide fuel cells for AI data centers, with Diamondback Energy, a traditional oil and gas producer in the Permian Basin. While Bloom Energy shows impressive 37.3% revenue growth, it remains unprofitable with a P/E ratio of 350.25. Diamondback Energy demonstrates superior profitability with $1.7B net income, a P/E of 39.86, and robust free cash flow of $5.5B. The author recommends Diamondback Energy for 2026 due to its profitable operations, growing dividend, and emerging AI energy partnerships, though acknowledges Bloom Energy's high-growth potential for risk-tolerant investors.