Key Takeaways ORA's Arrowleaf, its first hybrid solar-plus-storage facility, is now in commercial operation in California.Arrowleaf facility adds 42 MW of solar and 35 MW/140 MWh of storage to ORA's portfolio.ORA signed a long-term tolling deal to supply clean power to nearly one million customers in California.Ormat Technologies, Inc. (ORA) recently started commercial operations of its Arrowleaf solar and battery energy storage project in California. As Ormat’s first hybrid solar-plus-storage facility, Arr ...

Key Points Oklo is a nuclear start-up that aims to power AI data centers and other sites with compact microreactors. Joby Aviation wants to build an air taxi network to take passengers on short-haul flights. MP Materials is a rare-earth metal miner whose high-performance magnets are critical to the tech industry. 10 stocks we like better than Oklo › In a culture driven by immediacy, it can feel a little weird to think in terms of decades. And yet, for growth stock investors, that time horizon is ...

An infrastructure unit of BlackRock will invest as much as $335 million in the renewable energy holding company of the Aditya Birla Group, as the Indian conglomerate joins rivals in a race to boost its clean power output https://t.co/gqU7SqD3BU ...

The UK’s new state-owned energy company is hoping to mobilize $20 billion of private-sector finance to help fund 15 gigawatts of clean power and storage assets https://t.co/sYw9BQKhlJ ...

Beijing is experimenting with new solutions to keep its clean power engine from stalling, says @danmurtaugh. https://t.co/JURbzdezsL ...

Core Insights - Bloom Energy (BE) is set to report its Q3 2025 results on October 28, with earnings expected at 8 cents per share and revenues projected at $412.4 million, reflecting a 900% increase in EPS and a 24.81% rise in revenues year-over-year [1][4][19] Earnings Performance - Bloom Energy has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 22.04% [2] Earnings Prediction Model - The current model does not predict an earnings beat for Bloom Energy this quarter, as it has an Earnings ESP of 0.00% despite holding a Zacks Rank 1 (Strong Buy) [3][5] Market Position and Stock Performance - BE's shares have surged 217.4% over the past three months, significantly outperforming the Alternative Energy-Other industry, which saw a 6.4% increase [4][10] Factors Influencing Q3 Earnings - The company's earnings are expected to benefit from its ability to provide clean, on-site electricity, which is increasingly attractive as traditional power supply times lengthen [7] - A recent deal with Oracle to deploy fuel cell technology at data centers is anticipated to enhance earnings [8] - Ongoing projects in South Korea and the installation of Energy Server systems are also expected to contribute positively to earnings [9] Return on Invested Capital - Bloom Energy's Return on Invested Capital (ROIC) stands at 4.62%, outperforming the industry average of 1.85%, indicating efficient investment [11] Valuation Metrics - The company is currently trading at a premium valuation, with a forward 12-month price-to-sales (P/S) ratio of 11.74X compared to the industry average of 5.16X [14] Investment Thesis - Bloom Energy is positioned to benefit from rising demand for clean power and its ability to provide rapid, onsite energy solutions, which are becoming increasingly cost-competitive [16][17] - The Energy Server platform addresses customer needs for resilience against extreme weather and aging infrastructure while facilitating renewable energy integration [18] Future Outlook - The company is expected to maintain strong performance due to stable demand for scalable energy solutions and the quick deployment of Energy Servers [19] - Bloom Energy is likely to benefit from the growth of AI-driven data centers, crypto-mining facilities, and the re-shoring of manufacturing in the U.S. [20]

Core Viewpoint - Digi Power X Inc. has appointed Ajay Gupta to its board of directors, bringing extensive experience in wealth management and investment strategy to the company [1][2][6]. Company Overview - Digi Power X is a U.S. developer of Tier III-grade high-performance computing infrastructure, focusing on sustainable energy assets and AI data centers [1][7]. - The company aims to lead in the intersection of clean power, AI, and digital infrastructure [6]. Ajay Gupta's Background - Ajay Gupta is a seasoned wealth management executive and investor, known for his leadership in building and advising respected financial organizations [2][3]. - He previously founded Gupta Wealth Management, which merged with Creative Planning, a $390 billion registered investment advisor, where he served as Chief Investment Strategist [3]. - Gupta has been featured in Tony Robbins' bestseller "Money: Master the Game," highlighting his expertise in finance [3]. Board Contributions - Gupta's appointment is expected to enhance Digi Power X's strategic insight and global relationships, crucial for the company's growth [6]. - He also serves on the boards of several organizations, including CAZ Investments, a $10 billion alternative investment firm [4]. Educational Background - Gupta holds a Bachelor of Commerce in Finance from Concordia University and has completed advanced executive programs at prestigious institutions such as Wharton, University of Chicago Booth, and Harvard Business School [5].

Group 1 - Arbor Energy has raised $55 million in a Series A funding round, co-led by Lowercarbon Capital and Voyager Ventures, with participation from Gigascale Capital and Marathon Petroleum Corporation [1] - The funding will facilitate the completion of Arbor's 1 megawatt technology pilot, ATLAS, and support the development of its 25 megawatt commercial product, HALCYON [1] Group 2 - Arbor Energy focuses on building clean, baseload power systems for energy-intensive industries [2] - The HALCYON turbine utilizes advancements in oxy-combustion and sCO2 technology to provide scalable, fuel-flexible baseload power with zero operating emissions [2]

Core Insights - XCF and Posh Energy are collaborating to deploy Flex-Fuel Gensets at New Rise Reno, aiming to convert SAF and renewable diesel byproducts into zero-carbon electricity, thereby unlocking new revenue streams [1] Group 1: Financial and Tax Benefits - The hydrogen produced from this initiative is expected to qualify for the federal 45V Tax Credits, providing a financial advantage [1] - The clean power generated can reduce the lifecycle carbon intensity of New Rise Reno's fuels, enhancing the value of its 45Z and LCFS credits [1] Group 2: Market Demand and Energy Supply - The generated electricity can be sold into the local energy grid, addressing the rising demand for renewable energy [1]

Clean Energy Transition - Britain aims to lead in clean power, demonstrating painless grid decarbonization without relying on cheap solar power [1] - The clean-power push carries the risk of failure in decarbonizing the grid [1]