TradingKey - In US pre-market trading on September 17, Generac (GNRC) rose over 34%. The company disclosed on September 16 that it had signed a long-term supply agreement with Amazon (AMZN) to provide backup generators for its data centers.

On September 9, Eastern Time, Bloom Energy (BE) reclaimed the $280 mark for the first time in two months. Last Friday, S&P Dow Jones Indices announced that Bloom Energy will be officially added to the S&P 500 Index, effective before the market opens on September 21. Meanwhile, in July of this year, the family portfolio of former U.S. House Speaker Nancy Pelosi had already placed a heavy bet on the stock. The index inclusion and the high-profile stake increase have provided Bloom Energy's share price with dual support from both structural capital inflows and market sentiment.

TradingKey - Ahead of August 25, Eastern Time, former U.S. House Speaker Nancy Pelosi's July congressional trading report was officially disclosed, revealing that she initiated positions in clean energy company Bloom Energy (BE) and chip giant Intel (INTC). Boosted by the disclosure, Bloom Energy rose over 6% in pre-market trading on Tuesday, while Intel gained 4%.

Bloom Energy (NYSE: BE) In-Depth Analysis: Why do AI data centers need Energy Servers? Unpacking Oracle's 1.2 GW order, SOFC technology, 2–5 GW capacity, gross margin, cash flow, SMR competition, and 2030 valuation to determine whether BE's current stock price is overvalued.

Former US House Speaker Nancy Pelosi has filed a new financial disclosure. The filing shows that Pelosi significantly increased her position in Bloom Energy (BE) shares and options.

TradingKey - Two short sellers hit Bloom Energy last week — Hunterbrook alleged Chinese scandium supply reliance, Crossroads Capital added a second short. Bloom refuted both. At $257 in a triple bottom, July 28 earnings is the resolution. Here’s the setup for the week ahead.
