data center power

Williams Companies beats EPS forecasts with record EBITDA, buoyed by $9.6B data center projects and 35% expected natural gas demand growth, though elevated leverage presents risks.

Bloom Energy stock surged 27% after beating Q1 estimates with $752M revenue and $3.6B guidance, though analysts flag overvaluation risks at 135X 2026 earnings.

Caterpillar surged 185% in a year versus Nvidia's 85% as hyperscalers fuel demand for on-site power generation infrastructure, driving record backlogs.

Google secures exclusive geothermal access through Fervo Energy deal with competitor-blocking clauses and right of first refusal, creating 3-gigawatt competitive advantage.

Quanta Services has surged 100%+ driven by cloud, AI, and data center demand. With $44B backlog and 15% expected revenue growth through 2028, the infrastructure builder remains attractively valued.

Leopold Aschenbrenner's AI power supply thesis drives Situational Awareness LP to $5.5B AUM, with Bloom Energy position tripling in value.

Oracle surges 4.74% on expanded Bloom Energy fuel-cell deal for AI infrastructure power, continuing 14% weekly rally amid strategic pivot away from software.

Plug Power faces class action lawsuit alleging false statements about DOE loans and hydrogen facilities. Investors have until April 3, 2026 to apply as lead plaintiffs.

Oklo's small modular reactors appear poised to outcompete Plug Power's hydrogen fuel cells for powering AI data centers, driven by lower costs and major tech partnerships.

FuelCell Energy's 2.4x share count dilution, sequential revenue decline, and analyst Reduce consensus signal severe financial stress despite promising technology.

Bloom Energy stock surged nearly 600% on AI data center demand, backed by strong backlog and partnerships. However, 102x forward earnings valuation leaves little room for disappointment.

Constellation Energy beat revenue expectations at $6.07B, driven by nuclear and renewable output. Announced 10% dividend increase, boosting stock 5.74%.

AI investment focus shifts from chip makers to infrastructure: networking, thermal management, power systems, and cloud providers gaining investor attention as valuations for traditional semiconductors peak.

Fusion Fuel acquires controlling stake in Royal Uranium, gaining 16 uranium royalties to capitalize on growing nuclear energy demand. Stock fell 3.43% on announcement.