There’s a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn’t get told as often is what actually happens when all that infrastructure starts getting used. That’s the part Lisa Su was talking about on July 24 in San
Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest announced deployments recently encountered another obstacle. A proposed natural-gas pipeline
Honeywell’s spin-off into three separate public businesses from its massive industrial giant is complete. Investors are just beginning the hard part, Jim Cramer says. The CNBC host sees Honeywell Technologies (HON) and new independent Honeywell Aerospace (HONA) as an interesting long-term setup, comparing the split to General Electric’s multiyear breakdown. He says such targeted companies
SpaceX (SPCX) just got some very good news. The U.S. Space Force awarded the company two task orders worth a combined $1.6 billion to launch 18 Falcon 9 rockets carrying military satellites. The news was announced on July 29. Every launch will lift off from Vandenberg Space Force Base in California, with all 18 due
SanDisk has taken investors on a wild ride in recent months. For instance, SanDisk (SNDK) stock is up roughly 2,240% over the past 12 months, a return that turned a sleepy chipmaker into one of the most talked-about stocks on Wall Street. Then came the drop. The chip stock has fallen 45% from its all-time
The bearish case for SpaceX has recently been the everyday norm. It is no longer coming from just one corner of Wall Street. I’ve now heard concerns from traders, longtime investors, and market veterans, and the list keeps growing. I’ve previously covered the former Nasdaq CEO‘s lockup warning, Doug Kass‘s short thesis, and the fact
Markets are good at pricing barrels. They are terrible at pricing the machinery that turns barrels into something you can actually burn. That gap is where the next fuel shock gets built. For five months, nearly every headline about Middle East oil has been a headline about crude. The Strait of Hormuz, tanker counts, and
Wall Street analysts get paid to be right eventually, not immediately. That gap is where the damage usually happens to everyone else, because a rating that flips inside a single quarter tells you the conviction behind it was thinner than the original headline suggested. For most of 2026, owning an oil major has not really
Seagate Technology (STX) makes high-capacity hard drives used by cloud providers and large corporate data centers. Those drives store training files, model outputs, videos, customer records, and other data created by artificial intelligence applications. Cloud customers have been reserving Seagate’s future hard-drive capacity years in advance as the amount of data they retain continues to
With many airlines left spending more than double what they would previously pay for jet fuel following the spike in prices from the war with Iran, a number have collapsed and canceled all flights very suddenly after being unable to pay creditors or getting their licenses suspended over a dire financial outlook. After nearly 34