{"ticker": {"uuid": "79b189e4-b9dd-42af-bb9f-15b541af7c4e", "symbol": "BE", "name": "Bloom Energy Corp", "exchange": "NYSE", "country": "US", "sector": "Industrials", "industry": "Electrical Equipment & Parts"}, "articles": [{"title": "Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.", "summary": "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", "url": "https://www.nasdaq.com/articles/bloom-energy-says-its-now-standard-ai-onsite-power-heres-what-means-stock", "source_name": "nasdaq.com", "published_at": "2026-08-12T18:25:00+00:00", "published_display": "12 Aug 2026 18:25", "sentiment": "positive", "sentiment_pct": 72, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.261, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Energy", "Fuel Cells", "Markets", "Renewable Energy"]}, {"title": "Bloom Energy Skyrockets 143% YTD: Time to Buy the Stock?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/bloom-energy-skyrockets-143-ytd-180600314.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:06:00+00:00", "published_display": "12 Aug 2026 18:06", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.334, "duplicate_count": 1, "topics": ["AI Infrastructure", "Alternative Energy", "Clean Energy", "Consensus Estimate", "Earnings", "Earnings Growth"]}, {"title": "Why Bloom Energy Stock Crashed in July", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/why-bloom-energy-stock-crashed-174823927.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:48:23+00:00", "published_display": "11 Aug 2026 17:48", "sentiment": "neutral", "sentiment_pct": 45, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.206, "duplicate_count": 1, "topics": ["AI", "Class Action", "Earnings", "Earnings Per Share", "Energy", "Short Seller"]}, {"title": "Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/plug-power-jumps-10-margin-134723975.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:47:23+00:00", "published_display": "11 Aug 2026 13:47", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.259, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Hydrogen", "Margins", "Revenue Growth"]}, {"title": "Bloom Energy vs. GE Vernova: Which AI Power Stock Deserves Your $5,000 Today?", "summary": "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 ", "url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-vs-ge-vernova-111000457.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:10:00+00:00", "published_display": "11 Aug 2026 11:10", "sentiment": "positive", "sentiment_pct": 82, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.292, "duplicate_count": 1, "topics": ["AI Infrastructure", "Electricity Demand", "Free Cash Flow", "Grid Modernization", "Power Generation"]}, {"title": "Best Growth Stocks to Buy for August 11th", "summary": "Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11: Schneider National, Inc. SNDR : This provider of truckload, intermodal, and logistics services a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.3% over the last 60 days. Schneider National, Inc. Price and ConsensusSchneider National, Inc. Price and Consensus Schneider National, Inc. price-consensus-chart | Schneider National, Inc. Quote Schneider National has a PEG ratio of 0.82 compared with 1.60 for the industry. The com", "url": "https://finance.yahoo.com/markets/stocks/articles/best-growth-stocks-buy-august-043900488.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T04:39:00+00:00", "published_display": "11 Aug 2026 04:39", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 2, "topics": ["Earnings", "Growth Stocks"]}, {"title": "Q2 Earnings Season Standouts: 3 Companies Raising Guidance", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-season-standouts-3-223000265.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T22:30:00+00:00", "published_display": "10 Aug 2026 22:30", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.232, "duplicate_count": 1, "topics": ["Automotive", "Earnings", "Earnings Release", "Energy", "Guidance", "Tech"]}, {"title": "Bloom Energy (BE) Expands Its Reach Into AI Manufacturing Power", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-expands-reach-ai-181915548.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:19:15+00:00", "published_display": "10 Aug 2026 18:19", "sentiment": "positive", "sentiment_pct": 81, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.258, "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Microgrids", "Tech"]}, {"title": "Is GE Vernova Stock a Buy After Its 25.2% Six-Month Rally?", "summary": "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 ", "url": "https://finance.yahoo.com/markets/stocks/articles/ge-vernova-stock-buy-25-144200787.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:42:00+00:00", "published_display": "10 Aug 2026 14:42", "sentiment": "positive", "sentiment_pct": 86, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.161, "duplicate_count": 1, "topics": ["Alternative Energy", "Earnings", "Earnings Growth", "Earnings Per Share", "Grid Infrastructure", "Investment Strategy"]}, {"title": "The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/part-ai-power-story-everyones-103500962.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:35:00+00:00", "published_display": "10 Aug 2026 10:35", "sentiment": "positive", "sentiment_pct": 64, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.309, "duplicate_count": 1, "topics": ["AI Infrastructure", "Energy", "Fuel Cells"]}, {"title": "OR Royalties Q2 Earnings Call Highlights", "summary": "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. Canadian Malartic disruption creates near-term pressure: A rock-wall movement is expected to make roughly 370,000 ounces inaccessible over the next three years, potentially reducing OR Royalties' GEOs by about 3,5", "url": "https://finance.yahoo.com/markets/stocks/articles/royalties-q2-earnings-call-highlights-230349130.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T23:03:49+00:00", "published_display": "08 Aug 2026 23:03", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Fourth Quarter", "Gold", "M A", "Royalties"]}, {"title": "Realty Income Q2 Earnings Call Highlights", "summary": "Key Points Interested in Realty Income Corporation? Here are five stocks we like better. Realty Income raised its 2026 outlook after second-quarter AFFO per share increased 3.8% to $1.09. Full-year AFFO guidance is now $4.44\u2013$4.45 per share, while the investment-volume target rose to $10 billion. Investment activity reached approximately $2.6 billion globally in the quarter, led by industrial properties, which represented about 65% of global real estate investments. The company also expanded its European, private-capital and data-center platforms. The balance sheet remained within target lever", "url": "https://finance.yahoo.com/real-estate/articles/realty-income-q2-earnings-call-220352547.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:03:52+00:00", "published_display": "08 Aug 2026 22:03", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.206, "duplicate_count": 1, "topics": ["Balance Sheet", "Dividends", "Earnings", "Industrial", "Investment Grade", "Operating Income"]}, {"title": "Solar stocks rally on new tariffs: The 10 biggest ETF positions", "summary": "[Solar pannels] mesut zengin/iStock via Getty Images The newly announced 15% tariffs and price floors on foreign polysilicon imports have triggered a broad rally across U.S. solar stocks, as investors assess the potential benefits for domestic producers and the wider solar supply chain. 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. (FSLR [https://seekingalpha.com/symbol/FSLR]) is the largest ho", "url": "https://seekingalpha.com/news/4629473-solar-stocks-rally-on-new-tariffs-the-10-biggest-etf-positions?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-07T18:16:32+00:00", "published_display": "07 Aug 2026 18:16", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.043, "duplicate_count": 1, "topics": ["ETF", "Ratings", "Renewable Energy", "Solar", "Tariffs"]}], "by_tier": {"direct": [{"title": "Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.", "summary": "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", "url": "https://www.nasdaq.com/articles/bloom-energy-says-its-now-standard-ai-onsite-power-heres-what-means-stock", "source_name": "nasdaq.com", "published_at": "2026-08-12T18:25:00+00:00", "published_display": "12 Aug 2026 18:25", "sentiment": "positive", "sentiment_pct": 72, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.261, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Energy", "Fuel Cells", "Markets", "Renewable Energy"]}, {"title": "Bloom Energy Skyrockets 143% YTD: Time to Buy the Stock?", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/bloom-energy-skyrockets-143-ytd-180600314.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:06:00+00:00", "published_display": "12 Aug 2026 18:06", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.334, "duplicate_count": 1, "topics": ["AI Infrastructure", "Alternative Energy", "Clean Energy", "Consensus Estimate", "Earnings", "Earnings Growth"]}, {"title": "Why Bloom Energy Stock Crashed in July", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/why-bloom-energy-stock-crashed-174823927.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:48:23+00:00", "published_display": "11 Aug 2026 17:48", "sentiment": "neutral", "sentiment_pct": 45, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.206, "duplicate_count": 1, "topics": ["AI", "Class Action", "Earnings", "Earnings Per Share", "Energy", "Short Seller"]}, {"title": "Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/plug-power-jumps-10-margin-134723975.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:47:23+00:00", "published_display": "11 Aug 2026 13:47", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.259, "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Hydrogen", "Margins", "Revenue Growth"]}, {"title": "Bloom Energy vs. GE Vernova: Which AI Power Stock Deserves Your $5,000 Today?", "summary": "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 ", "url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-vs-ge-vernova-111000457.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T11:10:00+00:00", "published_display": "11 Aug 2026 11:10", "sentiment": "positive", "sentiment_pct": 82, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.292, "duplicate_count": 1, "topics": ["AI Infrastructure", "Electricity Demand", "Free Cash Flow", "Grid Modernization", "Power Generation"]}, {"title": "Best Growth Stocks to Buy for August 11th", "summary": "Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 11: Schneider National, Inc. SNDR : This provider of truckload, intermodal, and logistics services a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.3% over the last 60 days. Schneider National, Inc. Price and ConsensusSchneider National, Inc. Price and Consensus Schneider National, Inc. price-consensus-chart | Schneider National, Inc. Quote Schneider National has a PEG ratio of 0.82 compared with 1.60 for the industry. The com", "url": "https://finance.yahoo.com/markets/stocks/articles/best-growth-stocks-buy-august-043900488.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T04:39:00+00:00", "published_display": "11 Aug 2026 04:39", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 2, "topics": ["Earnings", "Growth Stocks"]}, {"title": "Q2 Earnings Season Standouts: 3 Companies Raising Guidance", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-season-standouts-3-223000265.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T22:30:00+00:00", "published_display": "10 Aug 2026 22:30", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.232, "duplicate_count": 1, "topics": ["Automotive", "Earnings", "Earnings Release", "Energy", "Guidance", "Tech"]}, {"title": "Bloom Energy (BE) Expands Its Reach Into AI Manufacturing Power", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/bloom-energy-expands-reach-ai-181915548.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:19:15+00:00", "published_display": "10 Aug 2026 18:19", "sentiment": "positive", "sentiment_pct": 81, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.258, "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Microgrids", "Tech"]}, {"title": "Is GE Vernova Stock a Buy After Its 25.2% Six-Month Rally?", "summary": "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 ", "url": "https://finance.yahoo.com/markets/stocks/articles/ge-vernova-stock-buy-25-144200787.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:42:00+00:00", "published_display": "10 Aug 2026 14:42", "sentiment": "positive", "sentiment_pct": 86, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.161, "duplicate_count": 1, "topics": ["Alternative Energy", "Earnings", "Earnings Growth", "Earnings Per Share", "Grid Infrastructure", "Investment Strategy"]}, {"title": "The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It", "summary": "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", "url": "https://finance.yahoo.com/technology/ai/articles/part-ai-power-story-everyones-103500962.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:35:00+00:00", "published_display": "10 Aug 2026 10:35", "sentiment": "positive", "sentiment_pct": 64, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.309, "duplicate_count": 1, "topics": ["AI Infrastructure", "Energy", "Fuel Cells"]}, {"title": "OR Royalties Q2 Earnings Call Highlights", "summary": "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. Canadian Malartic disruption creates near-term pressure: A rock-wall movement is expected to make roughly 370,000 ounces inaccessible over the next three years, potentially reducing OR Royalties' GEOs by about 3,5", "url": "https://finance.yahoo.com/markets/stocks/articles/royalties-q2-earnings-call-highlights-230349130.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T23:03:49+00:00", "published_display": "08 Aug 2026 23:03", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.173, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Fourth Quarter", "Gold", "M A", "Royalties"]}, {"title": "Realty Income Q2 Earnings Call Highlights", "summary": "Key Points Interested in Realty Income Corporation? Here are five stocks we like better. Realty Income raised its 2026 outlook after second-quarter AFFO per share increased 3.8% to $1.09. Full-year AFFO guidance is now $4.44\u2013$4.45 per share, while the investment-volume target rose to $10 billion. Investment activity reached approximately $2.6 billion globally in the quarter, led by industrial properties, which represented about 65% of global real estate investments. The company also expanded its European, private-capital and data-center platforms. The balance sheet remained within target lever", "url": "https://finance.yahoo.com/real-estate/articles/realty-income-q2-earnings-call-220352547.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:03:52+00:00", "published_display": "08 Aug 2026 22:03", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.206, "duplicate_count": 1, "topics": ["Balance Sheet", "Dividends", "Earnings", "Industrial", "Investment Grade", "Operating Income"]}, {"title": "Solar stocks rally on new tariffs: The 10 biggest ETF positions", "summary": "[Solar pannels] mesut zengin/iStock via Getty Images The newly announced 15% tariffs and price floors on foreign polysilicon imports have triggered a broad rally across U.S. solar stocks, as investors assess the potential benefits for domestic producers and the wider solar supply chain. 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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