Key Takeaways FCEL targets 2026 growth through Korea module execution and AI data center pipeline conversions.FuelCell Energy's backlog fell 11% to $1.2B, with product backlog nearly halving year over year.FCEL's low production scale and timing delays continue to pressure margins and profitability outlook.FuelCell Energy (FCEL) is trying to turn a lumpy project business into a more repeatable growth engine. Management is leaning into two near-term levers: executing its South Korea module schedule and conver ...

It has been about a month since the last earnings report for Keysight (KEYS) . Shares have lost about 1% in that time frame, outperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Keysight due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Keysight Technologies Inc. before we dive into how investors and analysts have reacted as of late.Keysight Q1 Earnings ...

Memory Chip Stocks Micron, Sandisk Continue Pullback | Investor's Business Daily IPO TRENDS: SpaceX Is Just One Unicorn To Watch Memory chip stocks Micron Technology (MU) and Sandisk (SNDK) sank Wednesday, continuing a multiday slide after hitting record highs last week. Both have been highfliers amid the buildout of AI data centers. Micron is on pace for its fifth consecutive down day. It notched an all-time high of 464.76 on March 18 before starting its current sell-off. The sell-off began after Micron's ...

American Electric Power Company, Inc. ( AEP ) is one of the main companies of the utilities sector ( XLU ). AI data centers are not the only catalyst, but also the increasingly massive use ofI am an investor focused on equities, specifically in technology, energy, and consumer staples. I also believe there is significant potential in emerging markets, which represents the risk component of my portfolio. I hold a bachelor’s degree in Communication Sciences and Public Relations, I produce an economic and fina ...

BREAKING: Tesla Loses Ground To China Rival In Europe X 'IBD Live' Ready Lists And Watchlists: What They Are And How To Use Them See All Videos NOW PLAYING 'IBD Live' Ready Lists And Watchlists: What They Are And How To Use Them Micron Stock Falls As Rival SK Hynix Ups Investments | Investor's Business Daily South Korea-based SK Hynix plans to spend about $8 billion on advanced production equipment from ASML (ASML) to meet the surging demand for memory chips. Micron Technology (MU) stock fell on the news fr ...

Saint Petersburg, Florida-based Jabil Inc. (JBL) provides engineering, manufacturing, and supply chain solutions worldwide. The company has a market capitalization of $27.3 billion and operates through Regulated Industries, Intelligent Infrastructure, Connected Living and Digital Commerce segments. JBL’s offerings include electronic hardware, embedded software design services, and the design of plastic and metal components, enclosures, sub-assemblies, and systems, among others. Companies with a market ca ...

GM, LG retool Tennessee battery plant for energy storage batteries, recall laid-off workers | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Sign up here. Battery producers are seeking solutions to address excess EV battery capacity, and energy storage is seen as a key option given the growing need for energy to support upcoming AI data centers. Reporting by Kalea Hall and editing by Mike Colias and Chizu Nomiyama Our Standards: Th ...

Core Insights - FuelCell Energy (FCEL) is focusing on AI data centers with its carbonate fuel cells, offering an 800-volt DC setup and a 13.8-kilovolt AC option for efficient power supply [1][8] - The company emphasizes the reuse of heat from fuel cells to power absorption chillers, which can enhance usable power load in data centers [2][8] - FuelCell Energy is advancing carbon-capture technology in collaboration with ExxonMobil, with a pilot project set to ship modules in 2026 [3][8] Group 1: FuelCell Energy's Strategy - FCEL targets AI data centers with its carbonate fuel cells, providing both 800-V DC and 13.8-kV AC options to power server racks or entire sites [1][8] - The heat produced by FCEL's fuel cells can be reused for absorption chillers, increasing usable power load from 69.5 MW to 77.2 MW in a 100-MW model, with an estimated $127 million added value over 20 years despite 10% higher upfront costs [2] - The company is expanding its manufacturing facility in Torrington, CT, to support production capacity of up to 350 MW, backed by $20-$30 million in planned capital spending for 2026 [3] Group 2: Industry Context - Other companies, such as Bloom Energy and Enphase Energy, are also positioning their technologies to meet the growing demand for reliable power in data centers [4][5][6] - Bloom Energy identifies data centers as its largest and fastest-growing market segment, focusing on dependable onsite fuel cell power to reduce reliance on utility grids [5] - Enphase Energy is expanding into commercial energy solutions, with products designed to support data-intensive facilities [6] Group 3: Market Performance - Shares of FuelCell Energy have declined by 4.4% this year, underperforming the industry's growth [7]

Core Insights - Navitas Semiconductor has appointed Tonya Stevens as Chief Financial Officer (CFO), effective March 30, 2026, to enhance its financial strategy and drive profitability in the energy-efficient semiconductor sector [1][5] Group 1: Leadership and Experience - Tonya Stevens brings over 30 years of experience in finance and accounting, having previously held senior roles at Lattice Semiconductor, Intel Corporation, and PricewaterhouseCoopers [2][5] - Stevens' expertise includes managing financial operations such as SEC reporting, global accounting, tax, treasury, and investor relations, which will be crucial for Navitas' growth [2][5] Group 2: Strategic Focus - Stevens aims to reinforce Navitas' financial foundation, instill operational rigor, and ensure strategic alignment to facilitate rapid scaling and long-term value creation for customers and shareholders [3][5] - The executive team, including President and CEO Chris Allexandre, emphasizes the importance of Stevens' leadership in navigating the company's transformation and scaling operations in high-power markets driven by AI [3][5] Group 3: Company Overview - Navitas Semiconductor specializes in next-generation power semiconductors, particularly in gallium nitride (GaN) and silicon carbide (SiC) technologies, targeting applications in AI data centers, energy infrastructure, and industrial electrification [6] - The company holds over 300 patents and is recognized as the world's first semiconductor company to achieve CarbonNeutral certification, highlighting its commitment to sustainability [6]

Core Insights - NuScale Power is advancing a significant deployment opportunity through the ENTRA1 Energy and Tennessee Valley Authority (TVA) program, which includes a planned 6-gigawatt nuclear program involving 72 NuScale Power Modules across six plants [1][10] Group 1: Project Development - TVA has announced an agreement to purchase power from ENTRA1, marking one of the largest nuclear development programs in the U.S. to meet rising electricity demand from sectors like AI data centers and advanced manufacturing [2] - ENTRA1 is assembling a project infrastructure team, including engineering firms, construction contractors, investors, and legal advisers, to support project execution [3] - Financing discussions are progressing, with several major financial institutions involved, and one institution has signed a multibillion-dollar term sheet to support the project [3] Group 2: Revenue Potential - NuScale Power expects to generate revenues once the power purchase agreement (PPA) is signed, with potential service revenues from combined operating license application work and FEED services related to ENTRA1 plants [4] - The 6 GW TVA opportunity could become a major revenue driver for NuScale Power once financing is secured and PPAs are signed [4] Group 3: Competitive Landscape - NuScale Power faces significant competition in the nuclear energy sector from companies like Constellation Energy and GE Vernova [5] - GE Vernova and Xcel Energy have formed a long-term strategic partnership to support power generation and grid projects, which may enhance competition in the market [6] - Constellation Energy has received approval for a $167 million project to upgrade control systems at the Limerick Clean Energy Center, part of a larger $5.1 billion investment in Pennsylvania [7] Group 4: Financial Performance - NuScale Power's shares have decreased by 66.7% over the past six months, compared to a 57.2% decline in the Zacks Electronics - Power Generation industry [8] - The company's shares are trading at a trailing 12-month Price/Book ratio of 2.23X, significantly lower than the industry average of 9.69X [12] - The Zacks Consensus Estimate for 2026 indicates a projected loss of 59 cents per share, which has improved from a previous estimate of a 62 cents loss [14]