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.

TradingKeySat, Jul 11

Is the End of AI Electricity? 2026 'Hydrogen Era' Arrives: A Guide to US and Taiwan Hydrogen Concept Stocks

TradingKey - Entering 2026, the global energy transition has officially entered the "hydrogen era." With breakthroughs in electrolyzer technology and the rollout of hydrogen infrastructure subsidies across various countries, hydrogen energy concept stocks have become the core of low-carbon asset allocation.

TradingKeyFri, Jun 19

Bloom Energy Q1 Revenue Doubling Validates Data Center Power Solution Growth Expectations; Shares Surge Over 16% Post-Market

TradingKey - Fuel cell technology provider Bloom Energy announced its first-quarter 2026 financial results after the market close on April 28. During the period, Bloom Energy reported revenue of $751 million on a non-GAAP basis, a substantial year-over-year increase of 130.4% and significantly highe

TradingKeyWed, Apr 29

Philadelphia Semiconductor Index Breaks 10,000 After 17-Day Rise; Deutsche Bank Warns of Global Helium Supply Chain Risks

TradingKey - On April 23, the Philadelphia Semiconductor Index broke through the 10,000-point milestone, marking its longest-ever winning streak at 17 consecutive sessions, with a cumulative gain of over 41%. Since the conflict began on February 28, the index has surged by 24%. Over the past 20 trading days, Credo Technology led the constituent stocks with a peak cumulative gain of 78.56%, while ASML was the laggard with a cumulative increase of 1.72%. During the same period, Marvell Technology recorded a cumulative gain of 68.25%, Intel rose 4.15%, AMD surged 38.62%, Broadcom climbed 31.72%, Micron gained 26.13%, NVIDIA rose 11.73%, and TSMC added 10.04%.

TradingKeySat, Apr 25

Pre-Market Surge of Over 15%. What Oracle’s 2.8GW Fuel Cell Order Brings to Bloom Energy?

TradingKey - On April 13 local time, U.S. fuel cell company Bloom Energy announced an expansion of its strategic partnership with Oracle. Oracle plans to procure up to 2.8 gigawatts (GW) of fuel cell systems to support the massive power requirements of its AI data centers.

TradingKeyTue, Apr 14

SpaceX's Upcoming IPO Presents a Significant Opportunity to Buy ASTS Stock

TradingKey - AST SpaceMobile (NASDAQ: ASTS) plans on making a cellular broadband network in space that connects directly with normal (nonmodified) cellular phones. Therefore, the goal is to provide mobile coverage directly from space by providing satellite communications using the BlueBird satellite

TradingKeySat, Apr 11