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Bloom Energy (BE) Lands $5 Billion AI Power Deal And Wyoming Offtake Project
Simply Wall St.59d agoneutral
Bloom Energy (BE) Lands $5 Billion AI Power Deal And Wyoming Offtake Project

Bloom Energy (NYSE:BE) has entered a US$5b global AI infrastructure partnership with Brookfield focused on powering data centers. The company has agreed to a US$2.65b, 20-year offtake project with American Electric Power for a fuel cell facility in Wyoming. These agreements frame Bloom Energy as an onsite power supplier for large AI factories with multi-gigawatt, long-duration contracts. Bloom Energy sits at the intersection of distributed power generation and the rapid buildout of AI data...

Bloomberg59d agoneutral
Kraken Unit Inks $100 Million Private Loan With New Gulf Firm

(Bloomberg) -- A US trading platform owned by crypto exchange Kraken has signed a $100 million private loan with a new Gulf investment firm, in another sign that Middle East financiers are looking past the regional conflict to press ahead with overseas investments.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Ga

Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?
24/7 Wall St.61d agoneutral
Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

Fuel cell stocks have been one of 2026’s loudest comeback trades, but the leaderboard isn’t close. Bloom Energy (NYSE:BE) stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy (NASDAQ:FCEL) stock sits in a distant second, and Plug Power (NASDAQ:PLUG) stock ... Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring
Insider Monkey62d agoneutral
Bill Ackman Likes This Indirect AI Play Everyone’s Ignoring

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Brookfield (NYSE:BN) ranks #9 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 47 Top Pick Of: Bill Ackman — Pershing Square Capital Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure […]

Brookfield Buybacks And Boralex Deal Reshape Capital And Renewable Exposure
Simply Wall St.64d agobullish
Brookfield Buybacks And Boralex Deal Reshape Capital And Renewable Exposure

Brookfield Corporation (TSX:BN) has renewed its normal course issuer bid, allowing the company to continue repurchasing its own shares. The company has also received final court approval for its acquisition of Boralex, clearing the way to take the renewable power producer private with its partner. These decisions mark meaningful capital deployment and ownership changes across Brookfield's infrastructure and renewables platform. For you as an investor, these moves sit at the intersection of...

Brookfield Asset Management TSX BAM Weighing Valuation After Mixed Short And Long Term Share Performance
Simply Wall St.66d agoneutral
Brookfield Asset Management TSX BAM Weighing Valuation After Mixed Short And Long Term Share Performance

Brookfield Asset Management: recent performance snapshot for investors Brookfield Asset Management (TSX:BAM) has seen mixed share performance recently, with the stock up about 2.5% over the past day but down roughly 3% over the past month and 10% year to date. Over the past 3 months, the stock is up about 8%, while the 1 year total return is down roughly 11%. Over 3 years, total return is approximately 7 times, which may catch investors’ attention. The company reports annual revenue of...

Why The Boralex (TSX:BLX) Story Is Shifting As The Brookfield Take Private Nears
Simply Wall St.69d agoneutral
Why The Boralex (TSX:BLX) Story Is Shifting As The Brookfield Take Private Nears

The current C$37.25 price target for Boralex is now closely aligned with the proposed take private offer, with the CA$36.88 fair value estimate held steady in the background. That closer link to the Brookfield Renewables proposal reflects how analysts are fine tuning their work around the deal outcome. Bullish voices are leaning on the offer as an anchor, while more cautious views highlight reduced potential upside beyond the transaction. As you read on, you will see how to track this...

Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook
Simply Wall St.70d agoneutral
Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook

Bloom Energy (BE) is drawing fresh attention as multi gigawatt fuel cell deals for AI data centers with Oracle and Brookfield coincide with strong quarterly results, higher guidance, and management’s commitment to growth without new equity. See our latest analysis for Bloom Energy. Despite a recent pullback, including a 1 day share price return that fell 9.53% and a 30 day share price return down 7.66%, Bloom Energy’s 90 day share price return of 94.99% and very large 1 year total shareholder...

Is Brookfield Asset Management (TSX:BAM) Pricing Reflect Its Recent Share Price Slide?
Simply Wall St.71d agoneutral
Is Brookfield Asset Management (TSX:BAM) Pricing Reflect Its Recent Share Price Slide?

If you are wondering whether Brookfield Asset Management’s current share price still reflects its long term potential, the starting point is to understand how the stock stacks up against a few common valuation yardsticks. The stock last closed at US$64.91, with the share price down 4.0% over the past week, down 1.7% over the past month, and down 11.6% year to date. The 3 year return sits at 71.3%. Recent headlines have focused on Brookfield Asset Management’s role as a global asset manager...

Switch in talks to raise funds at $50 billion-plus valuation, The Information reports
Reuters72d agoneutral
Switch in talks to raise funds at $50 billion-plus valuation, The Information reports

Data center developer Switch is in talks to raise billions of dollars ‌at a valuation of at least $50 ‌billion, The Information reported on Thursday, citing people with knowledge ​of the deal. • Brookfield Asset Management, KKR and other private equity and institutional investors have been in talks to invest in ‌the round, the ⁠report said. • The fundraising round could possibly set up Switch for an ⁠initial public offering, which could come as early as next year, according to the report.

The Bull Case For Bloom Energy (BE) Could Change Following New AI Data Center Contracts And Governance Shift
Simply Wall St.72d agoneutral
The Bull Case For Bloom Energy (BE) Could Change Following New AI Data Center Contracts And Governance Shift

In May 2026, Bloom Energy Corporation’s shareholders approved amendments to its Restated Certificate of Incorporation, adding officer exculpation provisions allowed under Delaware law and removing obsolete language tied to former Class B shares. These governance changes come as Bloom secures multi-gigawatt data center fuel-cell agreements with partners like Oracle and Brookfield Asset Management, reinforcing its role in powering AI-focused infrastructure. We’ll now explore how Bloom’s AI...