Elon Musk Noted Natural Gas Will Still Fuel Data Centers, Gene Munster Says 'Makes Sense' to Put 'New Money to Work in Power'

Eaton Adds European Power Capacity as Data Center Demand Keeps Rising

Eaton Data Center Deal adds COL Group’s European power capacity in an 810 million euro transaction valued at about 3.2x 2027 sales.

What's Going On With GE Vernova Stock Wednesday?

GE Vernova trades near key support around $897 as analysts maintain a consensus Buy with an average price target of $1,187.83.

Shares of data center infrastructure-related companies are trading higher amid multiple catalysts including optimism connected to demand for Meta's Muse AI agent and Akamai's seven-year, $11.6 billion cloud services agreement from Anthropic, both of which help underpin demand for physical compute space.

Bloom Energy Stock Rebounds: What's Going On?

Bloom Energy is rising Friday, rebounding after falling more than 6% Thursday on concerns tied to Oracle's Project Jupiter data center.

Akamai, Atlas Energy Solutions, People And Other Big Stocks Moving Higher On Friday

U.S. stocks rose Friday; Akamai jumped 8.1% on an $11.6B Anthropic cloud deal, while Atlas Energy, Almonty and others posted strong gains.

Bloom Energy's Backlog Is 5 Times This Year's Expected Revenue. Here's How Fast It Can Actually Build.

Bloom Energy disclosed a $20 billion backlog in February, with $6 billion in product orders and $14 billion in long-term service contracts. While the company plans to double its Fremont factory capacity to 2 gigawatts by end of 2026 and has raised revenue guidance twice this year, the analyst cautions that the stock's valuation at 56x forward P/E assumes full-speed conversion for years, which may be overly optimistic.