Bloom Energy Stock Rebounds: What's Going On?

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.

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.

TikTok to Pay $100 Million to Alabama to Settle Child Safety Claims in First-Ever State Deal (UPDATED)

TikTok and ByteDance agree to pay Alabama up to $300 million over allegations involving child safety and consumer protection.

Stock Market Today, Sept. 25: Microsoft Stock Jumps 4% After Revamping Copilot With Code Generation and Agentic AI Tools

Microsoft stock rose 3.66% to $516.17 after announcing new Copilot capabilities including code generation and agentic AI tools. The company is spending over $115 billion on capex for data centers and AI infrastructure in 2026. While the market reacted positively, investors should monitor AI adoption rates and ROI on these massive investments in the coming quarters.

FTC Chair Says Will Resist Anthropomorphizing Of AI Agent Tools As Long As Chairman; Says Use Of Substantial Personal Data In Non-Traditional Products Should Be Disclosed