GE Vernova declines after analyst downgrade of top AI energy trade
Power turbine maker is down midday after RBC analysts cut their rating on the stock from “outperform” (essentially a “buy”) to “sector perform” (essentially a “hold”), suggesting that long-term earni...
Plug Power soars on bullish options activity as it delivers first electrolyzer for green hydrogen project
Hydrogen fuel cell company is enjoying massive gains and a lot of love in the options market Wednesday after the company announced that it delivered the first electrolyzer to a refinery in Portugal. ...
Lithium Americas spikes on plans for the Department of Energy to take 5% stake in exchange for early access to financing and deferred debt service
Shares of are up more than 30% as of 7:35 a.m. ET after the miner announced a nonbinding agreement for the US government to receive an equity position in the company, in exchange for providing accele...
Oklo whipsaws amid BofA downgrade, accelerated future review process by the Nuclear Regulatory Commission
Shares of were volatile in early trading, falling as Bank of America downgraded the stock to “neutral” from “buy” before getting a short-lived jolt after the nuclear technology company said regulator...
Oklo rises as Barclays initiates the stock at “overweight”
Trendy nuclear power stock received a bullish review from Wall Street on Monday, with Barclays analysts starting coverage of the stock at “overweight” — basically a “buy” rating — alongside a price t...
Wedbush boosts price target on Oklo — a pre-revenues nuclear power AI play — to $150
is the 449th-largest stock in the US coming into this week, boasting a market cap above that of , , or . It also happens to have generated zero sales, making it the largest pre-revenue stock listed on...
Senator Mark Kelly wants AI companies to pay into a fund to offset AI’s negative impacts
The list of AI’s potential effects on society are growing by the week. Skyrocketing demand for new energy generation needed to power massive data centers are raising utility bills , and generators are...
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Electricity inflation hits highest level in two years as AI boom rumbles on
Consumer electricity prices were up 6.2% in August compared to last year, the highest reading in over two years. The increase underscores how growing demand from power-thirsty data centers is raising ...
Plug Power surges on no news, heavy volumes
is roaring higher in premarket trading on a dearth of news and elevated volumes. The hydrogen fuel cell company’s stock is up nearly 7% as of 8:15 a.m. ET with about 4.3 million shares traded, putting...
China is driving renewable energy growth globally — it’s also the world’s biggest coal producer
The state of renewable energy in 2025 can be described by paraphrasing Charles Dickens: it’s the best of times, it’s the worst of times. Yesterday, new research from BloombergNEF outlined that while ...
Talen Energy up on addition to S&P MidCap 400
jumped Tuesday after it was tapped to take the place of in the S&P MidCap 400 Index as a result of the options trader being calling up to the blue-chip big leagues . Talen is a Texas-based power prod...
First Solar shines after UBS says new tax guidance brightens clean energy outlook
shares jumped 9% Monday after UBS named the solar panel maker a top pick, pointing to fresh IRS guidance that largely preserved 2030 tax credits for the industry. The decision clears a cloud that’s hu...
Big Tech is turning into Big Energy
The race to build bigger and bigger AI data centers is creating huge demand for new power infrastructure. So much so that the biggest names in tech are getting into the energy business themselves. The...
Plug Power falls after posting mixed second-quarter results
is trading lower in the after-hours session after reporting second-quarter results that were a mixed bag. Revenue: $174 million (estimated $157.9 million, guidance for $140 million to $180 million). N...
Sunrun shares shine after big Q2 earnings beat and record energy storage demand
soared 30% Thursday after the solar company reported a surprise second-quarter profit and record customer demand for its energy storage systems. Earnings per share hit $1.07, a sharp beat compared to ...
NRG dives on Q2 miss, data center deal where investors were “looking for more”
Power producer and energy trader dove Wednesday after adjusted earnings fell short of Wall Street expectations and GAAP results swung to a surprise loss, linked to fluctuating values of derivatives c...
Energy sector gets a lift from Europe’s pledge to buy some $750 billion in US oil and gas
Energy shares are outperforming and helping keep the S&P 500 in the green early Monday, after the EU said European companies would purchase some $750 billion in US energy products like oil and gas ove...
Tesla’s energy business has been juicing its top line for years — but now it’s starting to slow down too
The last time we looked into energy business — and all the other parts of Tesla that aren’t selling cars — the world looked very different. The company’s CEO was growing increasingly close to presiden...
Guidance hike helps GE Vernova to best day ever
posted its best ever day in the markets after a strong earnings report and an upgrade of its guidance for full-year 2025 sales, operating margin, and cash flow underscored its view that the AI investm...
The AI boom is devouring US power and raising prices, and the market loves it
The massive US investment boom in AI infrastructure will contribute to rising electricity bills next year across a giant swath of the United States. Prices set in a key auction from the nation’s large...