{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Austria Electrical Equipment & Parts news", "home_page_url": "https://sharemaestro.com/newsreel/at/industrials/electrical-equipment-parts/", "feed_url": "https://sharemaestro.com/newsreel/at/industrials/electrical-equipment-parts/feed.json", "description": "Latest Electrical Equipment & Parts company headlines from Austria, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:eeb03b673729d581d82ea6dc44092d20015274503115bee4192c64a502908c92", "url": "https://finance.yahoo.com/markets/stocks/articles/bloom-energy-stock-exploded-could-170013154.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/bloom-energy-stock-exploded-could-170013154.html", "title": "Bloom Energy Stock Has Exploded. Here\u2019s What Could Drive It Even Higher.", "content_text": "Quick Read After surging 436% in a year on blowout Q2 results, Bloom Energy (BE) trades near its $252 price target with only 2.5% upside remaining. Vertiv and GE Vernova both trade at lower multiples than Bloom's 81x forward P/E, making BE look expensive among AI infrastructure peers. A $20B backlog and Brookfield's partnership expanding to $25B support a $321 bull case, but a 279x trailing P/E leaves little room for error. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Bloom Energy didn't make the cut. Grab the names FREE today. Bloom Energy (NYSE:BE) cap", "date_published": "2026-08-14T17:00:13+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:8b9c7d13abf888bfb276f378360d874d1616831479aaf6ec83a56e8d271c7dd2", "url": "https://finance.yahoo.com/energy/articles/bloom-energy-vs-oklo-ai-155000608.html", "external_url": "https://finance.yahoo.com/energy/articles/bloom-energy-vs-oklo-ai-155000608.html", "title": "Bloom Energy vs. Oklo: Which AI-Power Stock Is the Smarter Buy Now?", "content_text": "Bloom Energy (NYSE: BE) and Oklo (NYSE: OKLO) represent two different ways to invest in the soaring energy demands of the booming AI market. Bloom produces solid oxide fuel cells (SOFCs), which can convert natural gas, propane, biogas, and pure hydrogen into electricity via an oxygen-driven electrochemical reaction that doesn't require any combustion. They can also be deployed rapidly, often in less than two months, and bypass conventional power grids. That cleaner, faster approach made Bloom popular with hyperscalers. Oklo develops microreactors, which are much smaller than traditional nuclea", "date_published": "2026-08-14T15:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:8fccec0141f3e21e2224e573118b5a2e527a19e1df455d958d7bec574de99095", "url": "https://www.nasdaq.com/articles/stock-has-already-turned-10000-161250-heres-why-i-still-want-buy-it", "external_url": "https://www.nasdaq.com/articles/stock-has-already-turned-10000-161250-heres-why-i-still-want-buy-it", "title": "This Stock Has Already Turned $10,000 Into $161,250. Here's Why I Still Want to Buy It.", "content_text": "Key Points Bloom Energy's rich valuation caused me to miss out on its epic run. While I was wrong about the stock before, I don't want to make the same mistake now. 10 stocks we like better than Bloom Energy \u203a A $10,000 investment made in Bloom Energy (NYSE: BE) just three years ago would be worth about $161,250 today, an eye-popping 152% annualized total return. I missed that run-up, thinking Bloom Energy was more hype than substance. While I made a mistake once, I don't plan to repeat it, as I still want to buy the hydrogen stock despite its massive run-up. Image source: Getty Images. Missed", "date_published": "2026-08-14T12:35:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:3464609daa168aa815e654f9f5635e568a72d2637cd0d43332a031e32f4daadf", "url": "https://finance.yahoo.com/energy/articles/scandium-supply-chain-dispute-might-211117730.html", "external_url": "https://finance.yahoo.com/energy/articles/scandium-supply-chain-dispute-might-211117730.html", "title": "Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy (BE)", "content_text": "In early August 2026, Bloom Energy's partnership with MiTAC Computing Technology expanded to add a Bloom fuel-cell-powered islanded microgrid at MiTAC's Fremont AI server manufacturing campus, significantly boosting MiTAC's contracted onsite power capacity beyond its existing San Jose installation. This project highlights how Bloom's quickly deployable, low-noise fuel cells are being used to power mission-critical AI infrastructure where traditional grid connections face permitting, water, or noise constraints. We'll now examine how the scandium supply chain controversy and related legal actio", "date_published": "2026-08-13T21:11:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:62c149f83f26d0bad35d2d924d6dfc0cc5d5c8e2e3a55722d6296b25e6a6d302", "url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-s%26p-500.html", "external_url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-s%26p-500.html", "title": "Dow Jones Futures: S&P 500 Hits High On Workday, Sandisk, Oil Prices; Applied Materials Earnings Late", "content_text": "The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings. Continue Reading", "date_published": "2026-08-13T20:47:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:f3394167db8bcd5bb5ab3cd290eaf5f50fea175e3da3fe9be97b200e5dc6a5e9", "url": "https://finance.yahoo.com/energy/articles/zacks-analyst-blog-highlights-bloom-123000984.html", "external_url": "https://finance.yahoo.com/energy/articles/zacks-analyst-blog-highlights-bloom-123000984.html", "title": "The Zacks Analyst Blog Highlights Bloom Energy, Talen Energy and Plug Power", "content_text": "For Immediate Release Chicago, IL \u2013 August 13, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Bloom Energy Corporation BE, Talen Energy TLN and Plug Power PLUG. Here are highlights from Wednesday's Analyst Blog: Bloom Energy Skyrockets 143% YTD: Time to Buy the Stock? Bloom Energy Corporation has gained 143% year to date, outperforming the Zacks Alternative Energy - Other industry's increase of 6.3", "date_published": "2026-08-13T12:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:0c119f6211d61cd4066e67ffc2c39bca9eb955ff35fd8542b0e22d7f86dc6707", "url": "https://finance.yahoo.com/markets/stocks/articles/stride-q2-earnings-call-top-023700302.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stride-q2-earnings-call-top-023700302.html", "title": "Stride\u2019s Q2 Earnings Call: Our Top 5 Analyst Questions", "content_text": "Stride's Q2 Earnings Call: Our Top 5 Analyst Questions Stride's second quarter was marked by a positive market response, with results surpassing Wall Street's expectations for both revenue and non-GAAP earnings. Management attributed this outperformance to disciplined cost management, operational improvements, and the continued impact of recent technology investments. CEO Robert Knowling Jr., newly appointed following a board-led leadership change, emphasized Stride's focus on strengthening its educational offerings and improving student outcomes as key reasons for resilience in the face of mo", "date_published": "2026-08-13T02:37:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LR"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LR", "name": "Legrand SA", "sentiment_url": "https://sharemaestro.com/sentiment/568deb59-2848-4fce-a013-5855995b780a/"}]}}, {"id": "source:914c26965352d5c729414cca42be42d248cbee964b2b4eb2dd7b70b933ca5f4c", "url": "https://finance.yahoo.com/markets/stocks/articles/stride-lrn-just-got-ceo-214646263.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stride-lrn-just-got-ceo-214646263.html", "title": "Stride (LRN) Just Got A New CEO. What Happens Next?", "content_text": "Stride (NYSE:LRN) walked into its August 4 fourth-quarter fiscal 2026 earnings call with a brand-new face running the company. Robert E. Knowling Jr., a Stride board member since 2018, was named CEO just days before the call, stepping in to lead an online education company that grew revenue 4.7% for the year and served roughly 244,000 students. The timing puts fresh leadership in charge right as the next enrollment season kicks off, and it leaves investors weighing genuinely strong numbers against a stock the market has already priced with real doubt.Stride (LRN) Just Got A New CEO. What Happe", "date_published": "2026-08-12T21:46:46+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "LR"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LR", "name": "Legrand SA", "sentiment_url": "https://sharemaestro.com/sentiment/568deb59-2848-4fce-a013-5855995b780a/"}]}}, {"id": "source:08aa9ded85e1cab7443d64c084b5b314a85ee2613b778261058ba4fd0156dd0a", "url": "https://www.nasdaq.com/articles/bloom-energy-says-its-now-standard-ai-onsite-power-heres-what-means-stock", "external_url": "https://www.nasdaq.com/articles/bloom-energy-says-its-now-standard-ai-onsite-power-heres-what-means-stock", "title": "Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.", "content_text": "Key Points Bloom Energy offers ways for artificial intelligence data centers to generate their own electricity, rather than remain dependent on local utility companies. Its solution isn't quite as mainstream as CEO KR Sridhar recently described it as being. There's no denying Bloom's fuel cell technology has a bright future in and outside of the AI data center business. 10 stocks we like better than Bloom Energy \u203a Investors should take any publicly traded company's self-congratulating comments with a grain of salt. Such cheerleading is usually just an attempt to cast a more bullish light on it", "date_published": "2026-08-12T18:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:e7207051c01a6d271d7173e37090d7a1afc2846bb55e7f3b853dc0aa7eadb3f5", "url": "https://finance.yahoo.com/markets/stocks/articles/bloom-energy-skyrockets-143-ytd-180600314.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/bloom-energy-skyrockets-143-ytd-180600314.html", "title": "Bloom Energy Skyrockets 143% YTD: Time to Buy the Stock?", "content_text": "Bloom Energy Corporation BE has gained 143% year to date, outperforming the Zacks Alternative Energy - Other industry's increase of 6.3%, the Zacks Oil & Energy sector's increase of 28.6% and the S&P 500's gain of 12.5% in the same time frame. Bloom Energy is a global leader in onsite power generation, gaining from increasing demand for clean energy from AI-driven data centers, as well as from customers increasingly adopting distributed energy solutions to bypass transmission and distribution constraints. BE vs Industry, Sector, S&P 500 YTDZacks Investment Research Image Source: Zacks Investme", "date_published": "2026-08-12T18:06:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:309c8fb490ae6178b45306f0a6edb4c23fae7dc87ac2f4f41f13584832cd5c87", "url": "https://finance.yahoo.com/markets/stocks/articles/why-bloom-energy-stock-crashed-174823927.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-bloom-energy-stock-crashed-174823927.html", "title": "Why Bloom Energy Stock Crashed in July", "content_text": "Shares of Bloom Energy (NYSE: BE) soared 248% in the first half of 2026, hitting a 52-week high of $351.28 on June 25 as the fuel cell maker rode a wave of artificial intelligence (AI) data center demand for on-site power, landed marquee deals with hyperscalers, and delivered blowout numbers. Then the cracks started, and Bloom Energy stock plunged 32% in July according to data provided by S&P Global Market Intelligence. Shares are now trading 40% off their 52-week high. Is this an opportunity to buy? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal fla", "date_published": "2026-08-11T17:48:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:3cc9f49f544e9b93f389cd8cccc3a4e006690cc51dd5c767fff57576e3ca581f", "url": "https://finance.yahoo.com/markets/stocks/articles/plug-power-jumps-10-margin-134723975.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/plug-power-jumps-10-margin-134723975.html", "title": "Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb", "content_text": "Quick Read PLUG surged 10% after Plug Power's gross margin flipped from -31% to near breakeven, while full-year 2026 revenue growth guidance rose to 15-16%. FCEL and BE each gained just 2%, with the HYDR hydrogen ETF matching those gains, confirming that Plug Power's surge is a company-specific story and not a sector re-rating. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Plug Power didn't make the cut. Grab the names FREE today. Plug Power (NASDAQ:PLUG) stock is rising 10% to $2.32 Tuesday morning after the hydrogen fuel cell maker reported Q2 2026 resu", "date_published": "2026-08-11T13:47:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:48ec15377dcc0a8de18d6153dfbcaa1580c73d991982fc8387c3bd528cbe9b00", "url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-vs-ge-vernova-111000457.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-vs-ge-vernova-111000457.html", "title": "Bloom Energy vs. GE Vernova: Which AI Power Stock Deserves Your $5,000 Today?", "content_text": "Bloom Energy (NYSE: BE) and GE Vernova (NYSE: GEV) have become two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Both are helping solve the same problem: the insatiable demand for electricity for new AI data centers. But they approach that opportunity very differently. And if I had $5,000 to invest in just one today, I'd choose GE Vernova. Here's why. One builds power systems, the other builds the grid Bloom Energy specializes in solid oxide fuel cells that generate electricity on-site. These are becoming increasingly valuable as utilities struggle ", "date_published": "2026-08-11T11:10:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:69b144f7005123d694ca9c9a07cdccac2d2367881f5ea3ebc774c9b0404c273c", "url": "https://www.nasdaq.com/articles/best-growth-stocks-buy-august-11th", "external_url": "https://www.nasdaq.com/articles/best-growth-stocks-buy-august-11th", "title": "Best Growth Stocks to Buy for August 11th", "content_text": "Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11th: Pan American Silver Corp. PAAS: This mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing nearly 23% over the last 60 days. Pan American Silver Corp. Price and Consensus Pan American Silver Corp. price-consensus-chart | Pan American Silver Corp. Quote Pan American has a PEG ratio of 0.43 compared with 0.48 for the industry. The company possesses a Growth Score of A. Pan American Silver Corp. PEG Ratio (TT", "date_published": "2026-08-11T04:39:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:4762c1963b7ac0a044b37d4f31e06186241bc0bdeed758979d68cefe9c2cdb27", "url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-season-standouts-3-223000265.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-season-standouts-3-223000265.html", "title": "Q2 Earnings Season Standouts: 3 Companies Raising Guidance", "content_text": "Though the earnings cycle is winding down, Palantir PLTR, General Motors GM, and Bloom Energy BE have been nice standouts so far in the Q2 earnings season, all raising guidance. Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement. General Motors Earnings General Motors posted a double-beat relative to our consensus expectations, with adjusted EPS of $3.57 reflecting a positive surprise of 14%. Sales of $48.0 billion came in 3% ab", "date_published": "2026-08-10T22:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:a801f91fc2f153ab466d2c72488bc77054705b73c6bd58e53496262261c1f0e5", "url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-expands-reach-ai-181915548.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-expands-reach-ai-181915548.html", "title": "Bloom Energy (BE) Expands Its Reach Into AI Manufacturing Power", "content_text": "Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC's AI server manufacturing campus in Fremont, California. It is a small deal in isolation, but it fits a pattern that has turned Bloom into one of the more talked-about names in the AI power trade.Coupang's (CPNG) Sales Keep Climbing While Its Profits Take A Hit Bull Case: Bloom Energy Scales Up AI Microgrids The MiTA", "date_published": "2026-08-10T18:19:15+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:d69befb37393c80592d9d05208dfc88c89f55ea697c9d1c76bd0382beb354556", "url": "https://finance.yahoo.com/markets/stocks/articles/ge-vernova-stock-buy-25-144200787.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ge-vernova-stock-buy-25-144200787.html", "title": "Is GE Vernova Stock a Buy After Its 25.2% Six-Month Rally?", "content_text": "GE Vernova Inc.'s GEV shares have risen 25.2% over the past six months, outperforming its Zacks Alternate Energy \u2013 Other industry's decline of 3.3%. The company is benefiting from a growing gap between rising global demand for gas turbines and limited industry supply, driven by surging electricity consumption and the need for reliable power generation. Limited manufacturing capacity and long lead times are supporting stronger pricing, higher orders and attractive long-term aftermarket and service opportunities.Zacks Investment Research Image Source: Zacks Investment Research Other alternative ", "date_published": "2026-08-10T14:42:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:5075387a4f5df0ee828b00e5b5fa5ecd6b067b6184133b646126af976e6d385c", "url": "https://finance.yahoo.com/technology/ai/articles/part-ai-power-story-everyones-103500962.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/part-ai-power-story-everyones-103500962.html", "title": "The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It", "content_text": "The massive investment in building AI data centers is one of the biggest storylines this year. It coincides with a similar headline. Power is the biggest bottleneck in developing this crucial AI infrastructure. That's driving robust demand for all forms of power, including gas, nuclear, and battery storage. However, data centers aren't the only AI infrastructure that requires power. The companies manufacturing the chips, servers, and other equipment vital to these facilities also need energy. That's providing an additional opportunity for Bloom Energy (NYSE: BE) to cash in on the AI power stor", "date_published": "2026-08-10T10:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "BE"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BE", "name": "Bloom Energy Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/becc6974-a0ea-4cf5-bdad-71b6087e42e5/"}]}}, {"id": "source:ed41c4686c028c2383dd11fb0503852afb392da5f060f03955c7fe045cad7ab6", "url": "https://finance.yahoo.com/markets/stocks/articles/royalties-q2-earnings-call-highlights-230349130.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/royalties-q2-earnings-call-highlights-230349130.html", "title": "OR Royalties Q2 Earnings Call Highlights", "content_text": "Key Points Interested in OR Royalties Inc.? Here are five stocks we like better. Strong second-quarter performance: Revenue and operating cash flow both rose 62% year over year to $97.8 million and $83.2 million, respectively, while adjusted earnings increased 78% to $60.5 million. First-half deliveries reached 43,497 GEOs, and full-year guidance of 80,000\u201390,000 GEOs was maintained. 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Against this backdrop, the Invesco Solar ETF (TAN [https://seekingalpha.com/symbol/TAN]) offers exposure to a broad group of solar and renewable-energy companies, with its portfolio heavily concentrated among its largest holdings. First Solar, Inc. 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