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Renewable Energy 21 February 2026 - 9 April 2026

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power shares rose 2.5% to $2.715 Thursday after the company reaffirmed its target of positive EBITDAS by end-2026 and projected up to $200 million in savings from Project Quantum Leap. The update followed a major electrolyzer project win in Quebec and investor meetings in Toronto and Montreal. Plug reported 2025 revenue of $710 million and a fourth-quarter gross profit of $5.5 million.
Plug Power Stock Rises as Quebec Contract Puts 2026 Turnaround Back in Focus

Plug Power Stock Rises as Quebec Contract Puts 2026 Turnaround Back in Focus

Plug Power shares rose about 1.5% in premarket trading Monday after announcing a major electrolyzer contract for Hy2gen Canada’s Courant project in Quebec. The company will supply a 275-megawatt GenEco system to produce low-carbon ammonia. Plug ended 2025 with $368.5 million in cash and reported a $1.63 billion net loss on $710 million in revenue. The Quebec award still carries execution and liquidity risks, the company said.
Strait of Hormuz Crisis Hits Asia Hard as Fuel Rationing Spreads and Renewables Gain

Strait of Hormuz Crisis Hits Asia Hard as Fuel Rationing Spreads and Renewables Gain

Asian governments expanded emergency measures Monday as Strait of Hormuz disruption kept fuel and transport costs high. India cut fuel taxes and rationed gas, while Pakistan, Bangladesh, and Sri Lanka imposed new restrictions to conserve supplies. U.S. fuel exports to Asia more than doubled in March, with WTI crude spot premiums jumping to $30–$40 a barrel above benchmarks. China increased LNG re-exports as domestic demand stayed weak.
6 April 2026
Plug Power Stock Jumps After Hy2gen Picks It for 275-MW Quebec Hydrogen Project

Plug Power Stock Jumps After Hy2gen Picks It for 275-MW Quebec Hydrogen Project

Plug Power won a FEED contract for a 275-megawatt electrolyzer system at Hy2gen Canada’s Courant project in Baie-Comeau, Quebec. Shares rose 7% to $2.41 after the announcement. The project aims to start construction in 2027 and produce renewable ammonia by 2030, but final investment decisions and project details remain pending. Plug continues to target positive operating income by late 2027.
Plug Power Stock Slides as CEO Crespo Reaffirms 2028 Profit Path

Plug Power Stock Slides as CEO Crespo Reaffirms 2028 Profit Path

Plug Power shares fell to $2.18 Friday, capping a four-day slide, as CEO Jose Luis Crespo reaffirmed targets for positive EBITDA in late 2026 and full profitability in 2028. The company reported $368.5 million in unrestricted cash at 2025’s end and expects $132.5 million from a data-center asset sale. Plug posted a 2025 net loss of $1.63 billion despite a fourth-quarter gross profit.
Plug Power Inc. Stock Price Today: PLUG Slides as Investors Test New CEO’s Turnaround

Plug Power Inc. Stock Price Today: PLUG Slides as Investors Test New CEO’s Turnaround

Plug Power shares fell 2.6% to $2.25 Tuesday, erasing part of Monday’s rebound after executives pitched a turnaround at Roth’s growth conference. The stock remains about 50% below its 52-week high. Plug ended 2025 with $368.5 million in cash and expects asset sales to add $275 million. Wall Street analysts remain cautious, seeking proof of sustained improvement despite a positive fourth-quarter gross margin.
Plug Power Stock Price Today: PLUG Rally Stalls as Investors Test Turnaround, Liquidity Plan

Plug Power Stock Price Today: PLUG Rally Stalls as Investors Test Turnaround, Liquidity Plan

Plug Power shares traded at $2.32 early Thursday, about half their October high, as the company pushes asset sales and cost cuts to fund operations through 2026. Plug reported fourth-quarter revenue up 17.6% to $225.2 million and a positive gross profit of $5.5 million. The company agreed to sell part of its Project Gateway site for at least $132.5 million. Analysts remain cautious, citing ongoing cash burn and lower revenue forecasts.
Plug Power Stock Price Today: PLUG Slips Near $2.21 as New York Hub Exit Sharpens Cash Focus

Plug Power Stock Price Today: PLUG Slips Near $2.21 as New York Hub Exit Sharpens Cash Focus

Plug Power shares slipped 0.4% to $2.21 Friday after the company’s exit from its STAMP project in New York drew renewed scrutiny. Plug agreed to sell the site to Stream Data Centers for at least $132.5 million, with closing expected by June 30. The company reported $5.5 million in fourth-quarter gross profit and ended 2025 with $368.5 million in cash. Wall Street analysts remain cautious, with BMO setting a $1 price target.
Plug Power Stock Price Today: PLUG Slips After Rally as Data-Center Power Push Faces a Fresh Test

Plug Power Stock Price Today: PLUG Slips After Rally as Data-Center Power Push Faces a Fresh Test

Plug Power shares fell 0.9% to $2.20 Thursday after a report said the company may sell up to 250 megawatts of electricity into the PJM power market. The stock had surged 5.2% Wednesday. Plug reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in cash. Jefferies cut its price target to $1.80, citing uncertainty over Plug’s profitability goals.
Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power shares rose 2.1% to $2.17 Wednesday after reports the company may sell up to 250 megawatts of power into PJM Interconnection. Chairman Andy Marsh said Plug is seeking long-term contracts and is in talks with data-center and utility customers. Plug recently signed a $132.5 million deal with Stream Data Centers, aiming to unlock over $275 million from asset sales and cash releases.
Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power is seeking to sell up to 250 megawatts of power into PJM Interconnection, targeting data center operators and utilities with contracts of at least seven years, Chairman Andy Marsh told Bloomberg. Plug shares fell 3.2% to $2.12 in late trading. The company reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in unrestricted cash. Jose Luis Crespo became CEO on March 2.
Turbo Energy stock rips higher again — the tiny Spanish solar-storage name behind Thursday’s 80% jump

Turbo Energy stock rips higher again — the tiny Spanish solar-storage name behind Thursday’s 80% jump

Turbo Energy shares surged 79.8% Thursday, closing at $3.02, and rose about 43% premarket Friday after the company announced a $53 million industrial backlog for 366 MWh of projects in Spain. Trading volume hit 38.1 million shares Thursday, triggering a Nasdaq volatility pause. The company also disclosed a Nasdaq compliance issue over minimum stockholders’ equity.
GE Vernova wins 17-turbine Italy wind deal as it pours $30 million into grid parts plant

GE Vernova wins 17-turbine Italy wind deal as it pours $30 million into grid parts plant

GE Vernova will supply 17 onshore wind turbines to IVPC Group’s Fortore wind farm in Benevento, southern Italy, with deliveries starting in the second quarter of 2027. The company is investing about $30 million to expand transformer-component production at its Sesto San Giovanni site, adding around 50 jobs. GE Vernova shares fell roughly 4% to $806.50 in U.S. trading on Thursday.
5 March 2026
BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox received full notice to proceed on a $2.4 billion contract to supply equipment for Applied Digital’s AI data center campuses. The deal includes four 300-megawatt natural gas-fired boiler and generator systems. Shares rose nearly 31% after B&W reported fourth-quarter revenue of $161 million, beating analyst estimates. A securities filing set a fixed fee of about $434.8 million plus variable charges.
GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

GE Vernova shares rose 0.8% to $848.76 after announcing new wind and grid equipment deals in Italy, including 17 turbines for IVPC Group’s Fortore wind farm. The company will invest $30 million to expand its Milan-area plant, adding 50 jobs. GE Vernova also closed the $600 million sale of its Proficy software unit to TPG. Equipment shortages and labor constraints continue to affect project timelines.
First Solar stock jolts traders after weak 2026 outlook; tariffs and permitting delays loom

First Solar stock jolts traders after weak 2026 outlook; tariffs and permitting delays loom

First Solar shares fell nearly 14% after hours Tuesday as the company forecast 2026 net sales up to $5.2 billion, missing Wall Street’s $6.12 billion target. The company cited federal permitting delays and expects a $125–135 million tariff hit. Baird downgraded the stock and cut its price target to $205. First Solar also reported a patent licensing deal with Oxford PV for next-generation solar technology.
GOOG stock edges lower after hours as Google signs new power deals for U.S. data centers

GOOG stock edges lower after hours as Google signs new power deals for U.S. data centers

Alphabet’s Class C shares closed at $310.88, down 0.26%, and were little changed after hours Tuesday. Google announced new clean energy deals for data centers in Minnesota and Texas, including a 1,900 MW agreement with Xcel Energy and a 20-year power purchase with AES. Investors await Nvidia’s results Wednesday for further direction on AI-related stocks.
Plug Power stock dips before the bell as tariff jitters and dilution fears linger

Plug Power stock dips before the bell as tariff jitters and dilution fears linger

Plug Power shares fell 1.6% in premarket trading Monday, indicated at $1.84 after closing at $1.87 Friday. Investors are watching for the company’s early-March earnings report and any signs it will seek fresh funding, after shareholders approved doubling authorized shares to 3 billion. A securities class action was filed, with an April 3 lead plaintiff deadline.
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Stock Market Today

  • Rio Tinto Considers US Boron Asset Sale and Secures Long-Term Solar Power Deal
    April 12, 2026, 9:04 AM EDT. Rio Tinto Group is exploring the sale of its U.S. boron assets, attracting over a dozen potential buyers, as part of a portfolio reshaping under new leadership. Simultaneously, its Richards Bay Minerals unit has inked a long-term solar power purchase agreement in South Africa, linked to the Bolobedu solar farm, supporting the company's decarbonisation goals and enhancing its ESG profile (environmental, social, governance criteria). The mining giant's shares have risen 3.4% last week and 22.7% year-to-date, trading above analyst target prices by around 4.5%. The boron asset sale could alter Rio Tinto's critical minerals exposure and unlock capital for new priorities. Investors should monitor how divestment proceeds and the renewable energy deal affect future earnings, especially given the current 16.1x price-to-earnings ratio and a dividend yield at 4.06%, which may face coverage risks.

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Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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