Key Points Will spending on AI infrastructure go from boom to bust? Bloom Energy shares soared with the AI frenzy, and now investors aren't sure that was justified. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) has been one of the darlings of the artificial intelligence (AI) boom. Shares of the fuel cell maker soared as investors identified it as a potential solution to the challenge of powering all the data centers being planned and built. Investors have soured somewhat on t ...

Google's new deal could serve as a blueprint for the energy industry.Alphabet's (GOOG 0.51%)(GOOGL 0.49%) Google recently announced a landmark strategic energy and technology partnership with leading utility NextEra Energy (NEE 0.40%). The new deal will accelerate AI growth and transform the energy industry.Here's a look at what Google's new deal means for energy investors. The power struggleData centers consume a significant amount of power, particularly those designed to support AI. With more AI data cent ...

Core Insights - Bloom Energy is experiencing unprecedented demand for its hydrogen fuel cell power systems, leading to record-high revenues and a doubling of production capacity [1][6] - The company has signed a significant multibillion-dollar partnership, indicating strong future growth potential [1][10] Company Performance - Bloom Energy's stock saw a dramatic increase of over 400% in 2025 but has since corrected, falling nearly 35% from its 52-week high [2] - The company has deployed over 1.5 gigawatts of low-carbon power across nearly 1,200 sites, enough to power 1 million average U.S. homes [5] - In the latest quarter, Bloom Energy's revenue increased by 57% year over year, with gross margin improving from 23.8% to 29.2% [7] Competitive Position - Unlike competitors such as Plug Power, which is struggling with revenue growth and profitability, Bloom Energy has more than doubled its revenue in five years and recently achieved its first operating profit [6] - The company is free-cash-flow-positive, indicating strong financial health [6] Market Opportunities - The CEO believes Bloom Energy is positioned at the center of a once-in-a-generation opportunity to redefine power generation and delivery [8] - AI data centers represent a significant growth opportunity, with increasing power demand driven by investments from cloud computing giants [9] - A recent $5 billion partnership with Brookfield Asset Management will focus on building AI factories powered by Bloom Energy's technology, reflecting the company's potential for future growth [10]

Core Insights - Armis, a privately-held Israeli cybersecurity company, is in discussions for a potential sale to US-based ServiceNow for up to $7 billion, with an announcement expected soon [1] - ServiceNow is a leading platform for enterprise management and automation, boasting a market capitalization of nearly $180 billion [2] - Armis has recently surpassed an annual revenue of $300 million, growing by $100 million in less than a year, indicating strong demand for its cybersecurity solutions [3] Company Overview - Armis focuses on securing critical assets for large organizations, including airports and oil and gas infrastructure, and has expanded its offerings to address cyber vulnerabilities [5] - The company was previously controlled by Insight Partners, which acquired it in 2020 for $1.1 billion, making them significant beneficiaries of the potential sale [4] - Armis's founders have a history in cybersecurity, having previously worked at Adallom, which was acquired by Microsoft for $320 million in 2025 [5] Investment and Future Plans - The company is considering an IPO, targeting a flotation in late 2026 or early 2027 [3] - Other notable investors in Armis include Goldman Sachs, Google's Capital G, and Brookfield Asset Management, indicating strong backing from prominent financial entities [4]

Core Viewpoint - Investors are concerned about a potential AI bubble, leading to a significant drop in Bloom Energy's stock despite no company-specific news [1][8] Company Performance - Bloom Energy's shares fell 19.5% this week, attributed to investor reactions to a customer's financial performance rather than any direct issues within the company [1][8] - The current stock price is $8.47, with a market cap of $26 billion [6][7] Customer Impact - Bloom Energy's hydrogen fuel cell technology is crucial for AI infrastructure and data centers, with major clients including tech giants [3][4] - Oracle's recent earnings report showed a negative free cash flow of $13 billion, which negatively impacted Bloom Energy's stock as investors feared reduced capital expenditures in the future [5][7] Market Trends - The AI and data center infrastructure expansion is seen as a significant growth opportunity for Bloom Energy, despite current stock volatility [5][9] - Concerns about an AI bubble are heightened by Oracle's increased capital expenditures, which have more than tripled to over $35 billion, and reports of delays in data center projects [7][8] Long-term Outlook - The long-term investment thesis for Bloom Energy remains intact, as the demand for AI infrastructure and data centers is expected to grow [9]

Today’s investment landscape is dominated by trillion-dollar companies such as Nvidia (NASDAQ: NVDA) and Alphabet (NASDAQ: GOOGL), which are riding on the excitement of the artificial intelligence wave. Investors who are more risk averse may choose to put their hard-earned savings in blue chip players such as DBS Group (SGX: D05), which has rewarded shareholders with increasing dividends, bonus stock issues, and a rising share price, to boot. However, many other stocks are overlooked, yet offer the prospect ...

MONCKS CORNER, S.C.--(BUSINESS WIRE)--Taking the next step in the potential sale of two partially built AP1000 units to Brookfield Asset Management, the Santee Cooper Board of Directors approved today a Memorandum of Understanding (MOU) that establishes a formal feasibility period regarding completing those units. With surging residential and industrial customer demand, and with the support of state leaders, last year Santee Cooper recognized a potential opportunity to identify a third party who would compl ...

Australia's National Storage REIT said on Monday it has signed a scheme implementation deed with a consortium backed by Brookfield Asset Management and Singapore's GIC for a buyout deal valuing the se... ...

Core Viewpoint - Bloom Energy's stock experienced a significant decline of 17.3% in November, influenced by the overall downturn in AI-related stocks, but has shown recovery in December, approaching all-time highs [1][6]. Group 1: Company Performance - Bloom Energy has developed innovative fuel cell technology that converts fossil fuels directly into electricity, making it suitable for AI datacenters facing electricity supply shortages [2]. - The company has seen substantial revenue growth, with a cumulative increase of 129% over the past five years, reaching $1.8 billion in the last twelve months. The most recent quarter reported a 57% year-over-year sales increase to $519 million [3]. - A significant partnership was established with Brookfield Asset Management, valued at $5 billion, focusing on the AI sector [3]. Group 2: Market Sentiment and Valuation - The stock's performance is closely tied to the sentiment surrounding AI investments. A downturn in popular AI stocks like Nvidia and Palantir negatively impacted Bloom Energy's stock [4]. - As of December 6, 2025, Bloom Energy's market capitalization stands at $28 billion, which is considered high relative to its trailing revenue of $1.8 billion. The company has gross margins below 30% and struggles to generate substantial profits [7]. - Despite its growth potential and recent partnership, Bloom Energy's stock appears overvalued when compared to its revenue and earnings potential, suggesting caution for potential investors [9].

KKR has agreed to invest in the portfolio of Compass Datacenters, the digital infrastructure operator backed by Brookfield Asset Management https://t.co/HsM9wpxG0I ...