RT Bloomberg New Economy (@BBGNewEconomy)"In 2001 the US was a net energy importer meaning we imported more energy than we exported." Chairman & Co-Founder @TheNuclearCo Patrick Maloney shares his take on AI and energy consumption at #BloombergNewEconomy.⏯️https://t.co/ocFSIrd9xz https://t.co/25iP7uJauz ...

The next big AI trade might not be chips, but the buildings that hold them. Here’s how to invest in the data center boom https://t.co/EznFVpQboB ...

Core Insights - Bloom Energy Corporation (BE) has experienced a significant stock price increase of 408.3% over the past six months, outperforming the Zacks Alternative Energy - Other industry, which rose by 22.6%, the Oil & Energy sector's 12.3%, and the S&P 500's 15.4% [1][8]. Group 1: Demand and Market Position - The rising demand for clean power, particularly from AI-based data centers and distributed energy solutions, is driving growth for Bloom Energy [2][11]. - Bloom Energy's Energy Server platform offers efficient, reliable, and low-emission power solutions, capitalizing on the increasing need for clean energy [11][26]. - The company's proprietary solid oxide technology allows for electricity generation through electrochemical fuel conversion, eliminating traditional combustion methods [12]. Group 2: Financial Performance and Projections - The Zacks Consensus Estimate indicates a year-over-year earnings growth of 92.86% for 2025 and 48.98% for 2026 for Bloom Energy [16]. - Bloom Energy's return on equity (ROE) stands at 29.39%, significantly higher than the industry average of 7.89% [19]. Group 3: Competitive Landscape - Bloom Energy is trading at a premium valuation with a forward 12-month price-to-sales (P/S) ratio of 8.73X, compared to the industry average of 5.37X [22]. - Other industry players, such as Talen Energy Corporation, have also shown strong performance, with a 54.7% increase in stock price over the past six months [6]. Group 4: Future Outlook - The company anticipates growing utility adoption of its Energy Server systems, driven by falling product costs and rising utility rates [14]. - Bloom Energy is set to benefit from government incentives promoting clean energy production and plans to establish a new manufacturing unit in California to meet rising demand [15].

Core Insights - Veeva Systems, Inc. reported adjusted earnings per share (EPS) of $2.04 for Q3 fiscal 2026, a 16.6% increase from $1.75 year-over-year, surpassing the Zacks Consensus Estimate by 4.62% [1] - Total revenues for the quarter reached $811.2 million, exceeding the Zacks Consensus Estimate by 2.4% and reflecting a 16% year-over-year growth [2] Revenue Details - Subscription services revenues rose 17.5% year-over-year to $682.5 million, driven by both established and new solutions, compared to an estimate of $671 million [3] - Professional services and other revenues increased 13% year-over-year to $128.7 million, surpassing the estimate of $120.1 million [4] Margin Performance - Gross profit improved 16.6% year-over-year to $611.8 million, with a gross margin expansion of 30 basis points to 75.4%, slightly above the predicted 75.3% [5] - Operating profit totaled $240.9 million, a 32.8% increase from the prior year, with an operating margin expansion of 380 basis points to 29.7%, exceeding the predicted 26.7% [7] Financial Position - At the end of Q3 fiscal 2026, the company had cash and cash equivalents and short-term investments of $6.64 billion, up from $6.40 billion at the end of Q2 [8] - Cumulative net cash provided by operating activities was $1.31 billion, compared to $1.02 billion a year ago [8] Guidance - For Q4 fiscal 2026, Veeva expects total revenues between $807 million and $810 million, with subscription revenues estimated at approximately $696 million [11] - The company raised its fiscal 2026 revenue outlook to between $3,166 million and $3,169 million, up from previous guidance of $3,134 million to $3,140 million [12] - Adjusted EPS for fiscal 2026 is now expected to be $7.93, an increase from the previous guidance of $7.78 [14] Strategic Developments - Veeva AI achieved significant milestones during Q3, with plans to release AI agents for CRM and commercial content in early December, and additional agents for R&D and quality in development for 2026 [16][18] - The company strengthened its leadership in CRM, adding 23 new customers, including a major rollout for a top-20 biopharma company in Japan [19] - Veeva Development Cloud saw three top-20 biopharma companies select its applications as their enterprise standard, indicating rising industry confidence [20]

Core Insights - ServiceNow (NOW) is enhancing its collaboration with Microsoft (MSFT) through new integrations aimed at improving orchestration, governance, and collaboration across AI agents and workflows [1][2] - The partnership will connect ServiceNow's AI Platform with Microsoft 365, Copilot, Foundry, and GitHub, facilitating better management of autonomous AI agents [1][2] - ServiceNow has raised its subscription revenue guidance for 2025 to between $12.835 billion and $12.845 billion, indicating a 20% growth on a non-GAAP constant currency basis [3] Integration and Collaboration - The integration of NOW's AI Control Tower with Microsoft Foundry and Copilot Studio will enable automatic governance across AI agents on Microsoft platforms [2] - ServiceNow Build Agent's integration with GitHub allows secure access to GitHub issues, pull requests, and discussions [2] - Upcoming integration of Now Assist with Microsoft Agent 365 will bring enterprise workflows into Microsoft Word, Outlook, and Teams [2] Competitive Landscape - ServiceNow faces significant competition from Atlassian (TEAM) and Salesforce (CRM), both of which are enhancing their subscription-based solutions and AI capabilities [4][5] - Atlassian has seen a CAGR of approximately 40% in its subscription segment from fiscal 2020 to fiscal 2025, driven by demand for automated communication systems [4] - Salesforce reported a 140% year-over-year increase in Data Cloud customer adoption, indicating strong demand for AI tools that enhance enterprise workflows [5] Financial Performance and Valuation - ServiceNow's stock has declined by 24.6% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 25.9% [6] - The forward 12-month price/sales ratio for NOW is 10.83X, significantly higher than the sector average of 6.61X, suggesting that the stock may be overvalued [9] - The Zacks Consensus Estimate for fourth-quarter 2025 earnings is $4.35 per share, reflecting an 18.53% year-over-year growth [11]

Core Insights - Palantir Technologies (PLTR) stock has experienced a 5.8% decline in a single day, raising concerns about its high valuation and potential slowdown in the AI market [2] - The company is facing challenges in international commercial growth and remains heavily reliant on government contracts, exposing it to political and budget risks [3] - Increased competition from major players like Microsoft and AWS, as well as emerging AI startups, threatens Palantir's pricing power and long-term margins [3] Financial Metrics - Palantir Technologies is valued at $370 billion with $3.9 billion in revenue, currently trading at $155.75 [10] - The company has reported a revenue growth of 47.2% over the past 12 months and an operating margin of 21.8% [10] - The stock is currently valued at a P/E multiple of 338.0 and a P/EBIT multiple of 435.8, indicating a very high valuation [10] Historical Performance - PLTR stock has seen significant volatility, with an 84.6% drop from a peak of $39.00 on January 27, 2021, to $6.00 on December 27, 2022, compared to a 25.4% decline for the S&P 500 during the same period [11] - The stock fully rebounded to its pre-crisis peak by October 3, 2024, and reached a high of $207.18 on November 3, 2025, currently trading at $155.75 [11] - In a previous downturn, PLTR stock dropped by 22.5% from a high of $29.05 on November 25, 2020, to $22.51 on December 2, 2020, but regained its pre-crisis peak by January 22, 2021 [12]

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The S & P 500 and Nasdaq fluctuated Friday as the indexes try to bounce back from Thursday's AI-stock-related rout. Jim Cramer called Thursday's nosedive "jarring." Friday, however, investors were enthused by remarks from New York Fed President John Williams, who suggested a chance for a December interest rate cut. According to the CME FedWatch tool, the lik ...

CONCLUDED Stock Market News From Nov. 21, 2025: Dow Rises Nearly 500 Points Last Updated: Updated 21 hours ago The Nasdaq Is Rising Again. Will It Last? By Connor Smith The tug-of-war between artificial intelligence bears and bulls took the Nasdaq Composite for a ride on Friday. The tech-heavy index, which has moved up and down repeatedly, is currently up about 0.6%. The S&P 500 is up 0.8%. The Dow is up 509 points, or 1.1%. Stock market breadth has been strong: More than 400 of the stocks in the S&P 500 ar ...

Core Insights - Broadcom has launched the Brocade X8 Directors and Brocade G820 switches, marking the introduction of the industry's first 128G Fibre Channel platforms aimed at enhancing mission-critical and AI-driven enterprise workloads [1][8] - The new Brocade Gen 8 portfolio features quantum-safe security with 256-bit encryption and post-quantum cryptography, addressing potential threats in the quantum computing era [1][8] Product Features - The Brocade X8 Director offers scalability with up to 384×128G ports, high bandwidth, and ultra-low latency, making it ideal for large storage environments [2] - The Brocade G820 switch, with 56 ports, delivers 128G performance and robust security for edge and top-of-rack deployments, catering to modern AI-intensive data center workloads [2] Financial Performance - Broadcom's Infrastructure Software business, which includes Brocade Fibre Channel switch products, accounted for 42.5% of net revenues in Q3 of fiscal 2025, with expectations for a 15% year-over-year revenue growth to $6.7 billion in Q4 [3][8] - The Zacks Consensus Estimate for fiscal 2025 earnings is projected at $6.72 per share, indicating a 38% growth from fiscal 2024 [12] Competitive Landscape - Broadcom faces significant competition from Cisco Systems and Marvell Technology, with Cisco reporting $1.3 billion in AI infrastructure orders from hyperscalers in Q1 of fiscal 2026 and projecting $3 billion in revenues for fiscal 2026 [4] - Marvell Technology is gaining traction with co-packaged optics for AI-driven performance optimization, enhancing efficiency in data transmission [5] Stock Performance - Broadcom's stock has appreciated 111.2% over the past year, significantly outperforming the broader Zacks Computer and Technology sector, which returned 25.9% [6][7] - The stock is currently trading at a forward 12-month price/earnings ratio of 37.57X, compared to the sector's 28.09X, indicating a premium valuation [9][10]

Hi, so my name is Ashan Hayden as wonderful introduction has been given. I'm the founder of easy. Coming straight to the topic.Uh the theme being ideas to impact echoes of the future. I'll be talking about building the ground from the sky up. Uh building the sky from the ground up.So uh talking about this it's very important for you guys to know my uh childhood journey how I began this and how my first venture really translated into something from a very young age I've been very curious about how the busine ...