#bloomenergy

US Top News and Analysis | Jim Cramer reveals the secret to finding a winning tech stock in this market AI generated summary, Read the full article for complete information. Jim Cramer warned that simply beating earnings is no longer enough to boost technology stocks, noting that investors now prize companies constrained by supply shortages rather than just scale. While mega‑caps like Alphabet, Amazon, Meta, and Microsoft posted mixed results—Meta’s fastest revenue growth in five years still saw its shares fall—smaller firms such as Seagate, Bloom Energy and NXP Semiconductors rallied after highlighting tight manufacturing capacity or unexpected chip shortages, underscoring a market shift toward “old tech” that is scarce and in high demand. Read more: https://www.cnbc.com/2026/04/29/jim-cramer-secret-winning-tech-stock.html #JimCramer #Seagate #BloomEnergy

US Top News and Analysis | Bloom Energy shares rocket higher by 20%. It may be the new meme stock AI generated summary, Read the full article for complete information. Bloom Energy’s stock surged 22% on Wednesday after the fuel‑cell maker posted a first‑quarter earnings beat, beating estimates for revenue, earnings and adjusted EBITDA, and subsequently lifted its full‑year earnings and operating‑income guidance. The rally follows an Oracle agreement that could see up to 2.8 GW of Bloom’s systems deployed in AI‑driven data centers, prompting some traders to label the company a potential new “meme” stock for retail investors. Analysts such as Mizuho, Barclays and BTIG praised the firm’s growing demand from hyperscalers, stronger pricing power and a path to 5 GW of capacity, though valuation concerns remain—Bloom trades at roughly 102 times forward earnings and retains an equal‑weight rating from Barclays. Nonetheless, BTIG’s Gregory Lewis maintains a buy recommendation with a $295 price target, highlighting Bloom’s unique manufacturing capability and expanding role in powering AI data‑center growth. Read more: https://www.cnbc.com/2026/04/29/bloom-energy-shares-rocket-higher-by-20percent-it-may-be-the-new-meme-stock.html #BloomEnergy #Oracle #ChristineCho #GregoryLewis