Earnings Volatility Watch: Bloom Energy and Other 11 Stocks Are Priced For Double-Digit Swings

Bloom Energy vs. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?

The article compares two energy stocks positioned to benefit from AI data center demand: Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges; and Constellation Energy, the largest U.S. nuclear power operator with more modest but stable growth, strong cash flow, and lower valuation metrics. The author recommends Constellation Energy for long-term investors due to its reasonable valuation and reliable earnings, while cautioning that Bloom's history as a volatile stock warrants caution despite its growth potential.

Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data this week fuel concerns that interest rates will remain higher for longer. Elevated financing costs could slow investment in data centers and power infrastructure, weighing on demand for electrical equipment and HVAC systems.

Truist Securities Maintains Hold on Bloom Energy, Raises Price Target to $240

Truist Securities analyst Christopher Souther maintains Bloom Energy (NYSE:BE) with a Hold and raises the price target from $218 to $240.

Macquarie Initiates Coverage On CACI International with Outperform Rating, Announces Price Target of $780

Macquarie analyst Marni Lysaght initiates coverage on CACI International (NYSE:CACI) with a Outperform rating and announces Price Target of $780.

Global Cyber Warfare Market Size and Forecast to 2031 | AI-Driven Defense, Space Security, and Cloud Adoption Fuel 14.1% CAGR and a USD 28.75 Billion Opportunity

The global cyber warfare market is projected to grow from USD 14.99 billion in 2026 to USD 28.75 billion by 2031, with a CAGR of 14.1%. Growth is driven by increasing cyber threats to military networks, AI-driven defense solutions, space-based security demands, and defensive cyber operations. The Middle East is positioned for the second-highest regional growth rate.

8-K filing — CARPENTER TECHNOLOGY CORP (CRS)

Filed: 2026-10-15 AccNo: 0000017843-26-000040 Size: 290 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits