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UNBELIEVABLE: 2 | History Defined

Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks ease

Easing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors pharmaceuticals, healthcare, specialty chemicals, agrochemicals, education, and metals, citing earnings visibility and growth drivers. He advises caution on MTAR Technologies due to client concentration and a sharp rally.

The Economic Times

MTAR Tech shares rally 12% after crashing 15% over 2 days. What lies ahead?

MTAR Tech shares rally 12% after crashing 15% over 2 days. What lies ahead?

MTAR Tech shares rebounded 12% after a sharp two-day fall triggered by concerns over a potential project pause linked to Bloom Energy. The company clarified no such communication was received, easing investor worries. Strong order book growth, bulk deal activity, and broader market optimism supported the recovery.

The Economic Times

MTAR Tech shares crash 9% after 280% rally in a year. What’s spooking investors today?

MTAR Tech shares crash 9% after 280% rally in a year. What’s spooking investors today?

MTAR Technologies shares fell sharply after its key client, Bloom Energy, saw its stock tumble in the US market following the suspension of a major data centre project. The facility was expected to be powered by 900 MW of Bloom Energy fuel cells alongside grid electricity. The selloff in MTAR…

The Economic Times

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FuelCell Energy Just Got a Wake-Up Call From Wall Street

FuelCell Energy is rapidly transforming into a core infrastructure provider as the artificial intelligence revolution demands massive localized clean power.

Bloom Energy Stock Is Surging. Its CEO Said These Magic Words.

The AI-fueled stock surge gained fresh momentum after Bloom Energy’s management assured the company does not need to issue additional shares to fund its expansion.

Investor Chris Camillo Made $10M+ Trading Amazon, Bloom Energy and Robinhood — His Best Run in 18 Years

Investor Chris Camillo says he earned over $10M trading Amazon, Bloom Energy and Robinhood in three months, calling it his best stretch in 18 years.

International Business Times UK

A $2.6 Billion Reason to Buy Bloom Energy Stock Now

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

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Bloom Energy Stock Could Continue Rising. Here’s Why.

Bloom Energy Stock Could Continue Rising. Here’s Why.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

Stock trade disclosure reveals Trump made massive gains on Big Tech bets

Stock trade disclosure reveals Trump made massive gains on Big Tech bets

A newly released ethics filing has revealed that US President Donald Trump made over 3,600 stock trades during the first quarter of 2026 with a value of between $220 million (€188mn) and $750 million (€641mn).

Bloom Energy Is Already Up 240% in 2026, but RBC Analysts Still Think It Has Room to Run

Bloom Energy Is Already Up 240% in 2026, but RBC Analysts Still Think It Has Room to Run

The financial services firm maintains its price target, seeing further upside for Bloom.

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.

Bloom Energy May Be Solving AI’s Biggest Power Problem

Bloom Energy May Be Solving AI’s Biggest Power Problem

Bloom Energy is the power behind the data center build out, ramping production of its fuel cells and accelerating deployments.

Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.

Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.

Bloom Energy’s Q1 beat confirmed that AI data center power demand has become the company’s biggest growth catalyst, but valuation now carries serious risk.

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Bloom Energy Just Hit an All-Time High. Should You Chase the Rally Here?

Bloom Energy stock rallies on blockbuster Q1 earnings and raised future guidance. Roth MKM analysts increased their price target on BE shares after the quarterly print.

Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life

Shares of the company popped more than 12% on the news that the cloud major will use its fuel cells to power its grid in New Mexico.

Is Oracle Undervalued as Cloud Growth Accelerates?

Oracle is on track to rebound strongly provided a catalyst emerges. A catalyst is likely in the upcomign results, in which the massive backlog will probably grow.

NASA advisor turned $65 billion founder says ex-Intel CEO Andy Grove helped him get out of a crisis: ‘That's a lesson I will take to my grave’

Bloom Energy CEO K.R. Sridhar tapped former Intel CEO Andy Grove for wisdom during a company crisis—and he learned employees are the best kept secret in reversing course.

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Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?

The Trump administration's decision to preserve federal hydrogen hub funding removes a major regulatory overhang and validates Bloom Energy's long-term clean-energy pipeline.

5 Stocks Positioned to Win the AI Data Center Buildout

Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.

Oracle Bottoms: A Multi-Cloud Future Is Ahead—and Undervalued

Oracle is setting up for a rebound that could take its price back to record-high levels. The SaaS selloff is over; a multicloud future is ahead.

Is Bloom Energy Stock a Buy, Sell, or Hold at New All-Time Highs?

With Bloom riding one of the most dramatic runs in the clean energy space, is it a good time to buy the stock or hold off?

Bloom Energy Just Partnered With Oracle. Does That Make the Fuel Cell Energy Stock a Buy Here?

Oracle will source up to 2.8 GW of energy from the fuel cell company.

Should You Chase the Rally in Oracle Stock?

Oracle stock rallies on a 2.8 GW AI power deal with Bloom Energy. But does that make ORCL shares worth buying in 2026?

Bloom Energy Breaks Into Overbought Territory on Oracle Deal. Is It Too Late to Buy BE Stock?

Bloom Energy stock rallies on expanded deal with Oracle. Here’s why caution is still warranted in playing BE shares at current levels.

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