Mesut Dogan/iStock Editorial via Getty Images Bloom Energy Corporation ( BE ) powered to new highs on excitement over a large expanded deal with Oracle ( ORCL ). The fuel cell company has become a leading force in providing data center power where utility supply doesn't exist. My investment thesis remains ultra Bullish on the stock, though the stock gains likely need to consolidate before the next...
Mesut Dogan/iStock Editorial via Getty Images Bloom Energy Corporation ( BE ) powered to new highs on excitement over a large expanded deal with Oracle ( ORCL ). The fuel cell company has become a leading force in providing data center power where utility supply doesn't exist. My investment thesis remains ultra Bullish on the stock, though the stock gains likely need to consolidate before the next rally. Source: Finviz Big Oracle Deal Bloom Energy announced a deal with Oracle, procuring up to 2.8 GW of fuel cell systems. The agreement outlines an initial 1.2 GW of capacity, with deployment underway and continuing into 2027. The big story with Bloom Energy over the last six months or so was the internal claim of having the capacity for substantial growth, along with the ability to supply data center power quickly. Back on the Q3'25 earnings call , the CEO claimed Bloom Energy was expanding the capacity for 2 GW in annual production by the end of 2026, amounting to 4x the 2025 revenues of $1.9 billion, or the equivalent of $7.6 billion in revenues. The company claims to have delivered a fully operational full-cell system to Oracle in just 55 days. A prime example of why Bloom Energy would receive an expanded order. Due to past deals, Bloom Energy had issued warrants to Oracle. The hyperscaler has the right to purchase 3.53 million warrants at an exercise price of $113.28, now nearly $100 in the money. Worth noting, Bloom Energy has previously listed a total backlog of $20 billion, with ~$6 billion tied to Products. For 2025, ~75% of revenues were tied to Products with Service revenues only amounting to $228 million. Big 2026 In The Cards The company will report Q1'26 results on April 28. The big focus is how much Bloom Energy can further ramp up production, with Oracle claiming upwards of 60% of expanded capacity targets, though the order appears spread out over two years. Bloom Energy guided to 2026 revenues of ~$3.2 billion for over 50% growth. The company is alread...
May Nymex natural gas (NGK26 ) on Thursday closed up +0.037 (+1.42%). Nat-gas prices settled higher on Thursday as a mixed US weather forecast sparked short-covering in nat-gas futures. The Commodity Weather Group said that forecasts shifted cooler across the eastern two-thirds of the US through April 20, but above-average...
May Nymex natural gas (NGK26 ) on Thursday closed up +0.037 (+1.42%). Nat-gas prices settled higher on Thursday as a mixed US weather forecast sparked short-covering in nat-gas futures. The Commodity Weather Group said that forecasts shifted cooler across the eastern two-thirds of the US through April 20, but above-average...
This AI Chipmaker's Profit Just Surged 58% (Hint: It's Not Nvidia). 3 Reasons to Buy This Top Artificial Intelligence Stock Right Now The Globe and Mail
This AI Chipmaker's Profit Just Surged 58% (Hint: It's Not Nvidia). 3 Reasons to Buy This Top Artificial Intelligence Stock Right Now The Globe and Mail
NASA is apparently pretty serious about building a base on the Moon, and the astronauts who just flew there say it is "absolutely doable." Within two days of landing on Earth, the Artemis II astronauts were already back in spacesuits, working as if they had just landed in a gravity well and had ventured outside onto the lunar surface for a spacewalk. "We were in surface spacewalk suits, doing surf...
NASA is apparently pretty serious about building a base on the Moon, and the astronauts who just flew there say it is "absolutely doable." Within two days of landing on Earth, the Artemis II astronauts were already back in spacesuits, working as if they had just landed in a gravity well and had ventured outside onto the lunar surface for a spacewalk. "We were in surface spacewalk suits, doing surface geology tasks, and doing them well," said Christina Koch, a mission specialist on the Artemis II mission. "(We were) able to complete an entire battery of very challenging surface tasks." Read full article Comments
quantic69/iStock via Getty Images A couple of weeks ago, I would have never expected such a strong recovery by main US stock market indexes (S&P 500, Nasdaq above all). If anyone told me that the S&P 500 Index would have reached a new all-time high while the Strait of Hormuz was still closed, I wouldn’t have believed it. Fortunately, this is what happened, but now investors are wondering the follo...
quantic69/iStock via Getty Images A couple of weeks ago, I would have never expected such a strong recovery by main US stock market indexes (S&P 500, Nasdaq above all). If anyone told me that the S&P 500 Index would have reached a new all-time high while the Strait of Hormuz was still closed, I wouldn’t have believed it. Fortunately, this is what happened, but now investors are wondering the following question: are the markets disconnected from reality? Optimism is Prevailing According to the International Energy Agency (IEA), this is potentially the worst energy crisis ever. In all previous energy crises , the S&P 500 declined by at least 20% (peak to trough), so it is very surprising that it crashed just by ~ ~10% and then recovered all the losses in a couple of weeks. The turnaround started at the end of March, when both parties were keener to negotiate an agreement. However, if you really want to be serious about ending a war, negotiations must happen during a ceasefire, and when the latter was announced on April 8, the stock market had one of its best days over the last few years. The main reason why the stock market has never really suffered from what is considered the worst energy crisis ever stems from the firm belief that the US has always had the situation under control. To some extent, investors and traders have considered the current month of April quite similar to what we experienced last year. The pattern is more or less the same: President Trump announces something that shakes the market (tariffs last year, the war this year), then things get better and the stock market recovers. If we didn’t have the precedent of Liberation Day, I believe the stock market could have dropped much more because of the US/Israel-Iran war. We are getting used to V-shaped recoveries, and this is changing how investors approach the stock market, especially professionals. Last year , retail investors did better than institutions because the latter adopted a much more cautiou...
In Tokyo’s tight-knit financial circles, few names divide opinion quite like Michael Lerch. To some, he’s a white knight – the enigmatic American investor who rescues struggling Japanese companies from bankruptcy. To others, he’s a hyena – the mercenary hedge fund boss who preys on vulnerable firms in their time of need. Across Japan’s market, Lerch is synonymous with a highly lucrative but contro...
In Tokyo’s tight-knit financial circles, few names divide opinion quite like Michael Lerch. To some, he’s a white knight – the enigmatic American investor who rescues struggling Japanese companies from bankruptcy. To others, he’s a hyena – the mercenary hedge fund boss who preys on vulnerable firms in their time of need. Across Japan’s market, Lerch is synonymous with a highly lucrative but controversial strategy known as ‘death spiral’ financing. His boutique investment fund, Evo, is the nation’s largest buyer of moving strike equity warrants, a niche fundraising tool primarily used by small, cash-strapped firms. The contracts generate quick capital to keep companies afloat but can also trigger widescale share dilution, hence the pejorative nickname. Since arriving in Japan in the 1990s after graduating from Princeton, Lerch has built a financial empire based on arbitrage largely outside of the public eye. That changed last year when Metaplanet Inc. , an ailing hotel operator, exploded from obscurity to purchase over $2 billion worth of Bitcoin, largely funded by Evo’s warrants. The buying spree sent Metaplanet’s shares on a blistering rally , drawing retail investors, institutional heavyweights and even the Trump family into its orbit – and showcased just how lucrative Lerch’s model can be. Evo’s Metaplanet deals helped make 2025 Japan’s biggest year on record for moving strike warrant issuance. Lerch’s fund signed more than ¥1 trillion ($6.3 billion) worth of deals for the financial instruments in Japan last year, accounting for more than 80% of the total, according to data from I-N Information Systems Ltd. The momentum has continued into 2026 — Evo has signed equity financing deals with at least 10 Japanese firms so far this year, according to the fund’s website . Booming demand for Lerch’s services has cast a spotlight on the use of moving strike warrants in Japan, particularly as retail investors enter the stock market in record numbers thanks to the governmen...
When Tasha Kozak, a social worker for the Hillsborough County Public Schools in Tampa, met the family, they were living in a car. The three children’s grades had been slipping. The mother was exhausted. The father was out of the picture. Kozak began helping them connect to housing resources. She checked in with the children every couple of days at school. She called the mother every three or four....
When Tasha Kozak, a social worker for the Hillsborough County Public Schools in Tampa, met the family, they were living in a car. The three children’s grades had been slipping. The mother was exhausted. The father was out of the picture. Kozak began helping them connect to housing resources. She checked in with the children every couple of days at school. She called the mother every three or four. After several months the family found stable housing. The children began to improve in school. “I saw the mom got her glow back, and she started getting more consistent work shifts,” Kozak says. Moments like that are why Kozak does the work. She didn’t set out to become a social worker, but after taking an elective in it in college, she changed her major, and more than a decade later, she still calls social work her passion. The job, she says, is about listening, connecting, helping in a way that feels instantly meaningful. In her view about 70% of effective social work is that human, relational component. The rest is administrative. On many evenings, after finishing her full-time job with the district, Kozak logs in to a website called Mercor . The San Francisco startup Mercor.io Corp. recruits workers in high-skill fields—doctors, lawyers, investment bankers, journalists, social workers, you name it—to help teach artificial intelligence systems how to do their work. The company places these experts in part-time or temporary contract roles to work on training projects for major tech companies and AI labs, clients that have included OpenAI , Anthropic and Meta . It’s like the Uber of advanced AI training: a gig-work platform for white-collar and skilled professionals that offers a path for them to earn something extra from their expertise—at the risk of eventually sacrificing their careers to AI. Like many of Mercor’s contractors, Kozak first heard about the company through a LinkedIn job posting. School had just let out for the summer in 2025, so she had spare time, and s...
Salesforce on Wednesday unveiled the most ambitious architectural transformation in its 27-year history, introducing " Headless 360 " — a sweeping initiative that exposes every capability in its platform as an API, MCP tool, or CLI command so AI agents can operate the entire system without ever opening a browser. The announcement, made at the company's annual TDX developer conference in San Franci...
Salesforce on Wednesday unveiled the most ambitious architectural transformation in its 27-year history, introducing " Headless 360 " — a sweeping initiative that exposes every capability in its platform as an API, MCP tool, or CLI command so AI agents can operate the entire system without ever opening a browser. The announcement, made at the company's annual TDX developer conference in San Francisco, ships more than 100 new tools and skills immediately available to developers. It marks a decisive response to the existential question hanging over enterprise software: In a world where AI agents can reason, plan, and execute, does a company still need a CRM with a graphical interface? Salesforce's answer: No — and that's exactly the point. "We made a decision two and a half years ago: Rebuild Salesforce for agents," the company said in its announcement. "Instead of burying capabilities behind a UI, expose them so the entire platform will be programmable and accessible from anywhere." The timing is anything but coincidental. Salesforce finds itself navigating one of the most turbulent periods in enterprise software history — a sector-wide sell-off that has pushed the iShares Expanded Tech-Software Sector ETF down roughly 28% from its September peak. The fear driving the decline: that AI, particularly large language models from Anthropic, OpenAI, and others, could render traditional SaaS business models obsolete. Jayesh Govindarjan , EVP of Salesforce and one of the key architects behind the Headless 360 initiative, described the announcement as rooted not in marketing theory but in hard-won lessons from deploying agents with thousands of enterprise customers. "The problem that emerged is the lifecycle of building an agentic system for every one of our customers on any stack, whether it's ours or somebody else's," Govindarjan told VentureBeat in an exclusive interview. "The challenge that they face is very much the software development challenge. How do I build an agent...
A record wave of new liquefied natural gas supply was meant to usher in a prolonged period of lower prices. Governments from India to Southeast Asia crafted energy strategies that would allow them to use the surplus to move away from a heavy reliance on coal. After seven weeks of war in the Middle East that have caused the world’s worst-ever energy crisis, those assumptions now look like distant, ...
A record wave of new liquefied natural gas supply was meant to usher in a prolonged period of lower prices. Governments from India to Southeast Asia crafted energy strategies that would allow them to use the surplus to move away from a heavy reliance on coal. After seven weeks of war in the Middle East that have caused the world’s worst-ever energy crisis, those assumptions now look like distant, wishful thinking. The near-closure of the Strait of Hormuz and the serious damage sustained by Qatar’s LNG export plant has sent prices higher and buyers scrambling for alternatives. Gas’s reputation as a reliable and affordable energy source has taken a serious hit, and plans for its speedy adoption in Asia’s developing nations have been derailed, with potentially long-lasting consequences. “Every day this is extended, prices elevate, the market tightens and demand destruction happens,” said Masanori Odaka, an analyst at Rystad Energy . “The longer this lasts, the more structural it becomes.” Bloomberg News spoke to more than two dozen executives, traders and analysts across Asia, who painted a picture of a region that had been thought of as the future of LNG, but is now rapidly losing faith in the super-chilled fuel. Most requested anonymity because they weren’t authorized to speak to media. Importers in India and Bangladesh are already rethinking whether to keep the fuel as a center piece in future strategies. Countries like Vietnam and the Philippines that were expected to become large growth markets, are looking alternatives. A planned gas power project in Vietnam is looking to switch to wind and solar plus batteries . In Thailand policymakers are pushing for more renewables, while also striking a preliminary deal with Russia’s top LNG exporter. Malaysia’s Petroliam Nasional Bhd. will reinvest a potential windfall from higher oil prices into its domestic gas fields to curb reliance on LNG imports, according to people familiar with the matter. Indonesia’s government is ...
The nomination comes after months of interim leadership at the Centers for Disease Control and Prevention. (Image credit: U.S. Department of Health and Human Services)
The nomination comes after months of interim leadership at the Centers for Disease Control and Prevention. (Image credit: U.S. Department of Health and Human Services)
MNTN CEO Mark Douglas discusses Netflix advertising revenue remaining on track despite after-market earnings report revealing profit outlook missed estimates. He talks with Katie Greifeld and Romaine Bostick on “The Close.” (Source: Bloomberg)
MNTN CEO Mark Douglas discusses Netflix advertising revenue remaining on track despite after-market earnings report revealing profit outlook missed estimates. He talks with Katie Greifeld and Romaine Bostick on “The Close.” (Source: Bloomberg)
Revenue size doesn’t always steer you to the best growth stock, and that’s especially true when comparing the following space stocks. Despite minimal revenue over the past few years, Ast Spacemobile (NASDAQ:ASTS) stock has skyrocketed 1,400%, while shares of Iridium Communications (NASDAQ:IRDM) are trading at about the same price from the end of 2023. Iridium generates significantly more revenue, ...
Revenue size doesn’t always steer you to the best growth stock, and that’s especially true when comparing the following space stocks. Despite minimal revenue over the past few years, Ast Spacemobile (NASDAQ:ASTS) stock has skyrocketed 1,400%, while shares of Iridium Communications (NASDAQ:IRDM) are trading at about the same price from the end of 2023. Iridium generates significantly more revenue, but Ast Spacemobile is closing the gap quickly. Ast Spacemobile operates a space-based cellular broadband network designed to provide mobile connectivity to users traveling in and out of areas without terrestrial services on land, at sea, or in flight. Continue reading
Hims & Hers Health (NYSE:HIMS) , a consumer-focused telehealth platform offering prescription and non-prescription health products, closed Thursday at $26.98, up 11.07%. The stock moved higher as investors reacted to the FDA’s decision to review compounded peptide therapies. Trading volume reached 74.6 million shares, about 111% above its three-month average of 35.3 million shares. Hims & Hers Hea...
Hims & Hers Health (NYSE:HIMS) , a consumer-focused telehealth platform offering prescription and non-prescription health products, closed Thursday at $26.98, up 11.07%. The stock moved higher as investors reacted to the FDA’s decision to review compounded peptide therapies. Trading volume reached 74.6 million shares, about 111% above its three-month average of 35.3 million shares. Hims & Hers Health IPO'd in 2019 and has grown 175% since going public. S&P 500 added 0.23% to finish Thursday’s session at 7,039, while the Nasdaq Composite rose 0.36% to close at 24,103. Across telehealth and online health services, peers were mixed: Teladoc Health closed at $5.82 (up 5.05%), while American Well ended at $6.05 (down 3.04%). Hims & Hers Health stock rose 11% today following Health and Human Services Secretary Robert Kennedy Jr.’s announcement that the Food and Drug Administration may remove 12 peptides from its Category 2 restrictions. This decision could clear a path for companies like HIMS to offer these peptides to the public. Currently, this is more of a “gray” market. Continue reading
The Nasdaq composite and other major indexes regained upward momentum Thursday, closing a seesaw session higher as Wall Street awaited a pending ceasefire between Israel and Lebanon. Taiwan Semiconductor Manufacturing fell 3% on the stock market today following its earnings report but stayed near the high of its current base. Meanwhile, data-center chip innovator Advanced Micro Devices broke out a...
The Nasdaq composite and other major indexes regained upward momentum Thursday, closing a seesaw session higher as Wall Street awaited a pending ceasefire between Israel and Lebanon. Taiwan Semiconductor Manufacturing fell 3% on the stock market today following its earnings report but stayed near the high of its current base. Meanwhile, data-center chip innovator Advanced Micro Devices broke out and rallied nearly 8% in heavy turnover.