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Bloom Energy Whipsaws as AI Power Trade Unwinds and Sector Read-Through Lifts Shares

Heavy institutional selling followed a rethink of data‑center power strategies that could favor direct renewables over Bloom’s fuel cells.

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Arm Wins New $180 Targets on AI Momentum After Q2 Beat

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Arm Tops Q2 and Raises Outlook on AI Demand for Power‑Efficient Chips

Ferrari Lifts 2025 Outlook After Q3 Beat, Reaffirms Long-Term Electrification Plan

Varonis Stock Plunges After Q3 Revenue Miss and Cut Outlook as Analysts Lower Targets

Align Technology Shares Plunge After Weak Q2, Launches Major Restructuring