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Renewable Energy 13 May 2026 - 23 May 2026

First Solar Shares Up Ahead of Memorial Day, With Investors Watching Policy

First Solar Shares Up Ahead of Memorial Day, With Investors Watching Policy

First Solar Inc. shares closed at $257.85 Friday, up 3.6% on the day and 10.5% for the week, outperforming peers ahead of the Memorial Day market holiday. The stock gained after strong quarterly results, a new India partnership, and reports that U.S. tariffs are boosting domestic solar panel demand. First Solar reported a $347 million first-quarter profit and 47.9 GW contracted backlog through 2030.
Plug Power Shares Jump; Traders Eye AI Power Angle

Plug Power Shares Jump; Traders Eye AI Power Angle

Plug Power shares rose 14.2% to $3.78 on Thursday, lifted by sector momentum after Bloom Energy announced a major AI data-center power deal. Plug separately confirmed its Barrow Green Hydrogen project in Britain reached final investment decision and will supply Kimberly-Clark. Plug posted a first-quarter net loss of $245.3 million, wider than last year, and ended March with $802 million in cash.
FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy shares soared 23.5% to $24.98 Thursday, extending a rebound as investors targeted fuel-cell firms amid rising AI data center power demand. The company named John Livingston to its board and set its next earnings call for June 8. Peer stocks Bloom Energy, Plug Power, and Nebius also rallied after Bloom and Nebius announced a 328 MW AI infrastructure fuel-cell deal.
Enphase shares climb 14% as Wall Street looks at solar stock again

Enphase shares climb 14% as Wall Street looks at solar stock again

Enphase Energy shares jumped 13.7% to close at $53.15 Wednesday, just below last week’s 52-week high. Goldman Sachs raised its price target to $57 and maintained a Buy rating. Trading volume reached 11.1 million shares, well above the 50-day average. Enphase reported a 23% drop in U.S. first-quarter revenue and a 48% decline in sell-through demand from the prior quarter.
FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy shares surged 16.5% to $20.22 Wednesday, rebounding after a two-day selloff. The move tracked a 1.5% gain in the Nasdaq Composite and renewed interest in companies supplying power to AI data centers. FuelCell reported a $26.1 million quarterly loss and a declining backlog, despite higher revenue and new data-center proposals. Peers traded mixed, with Bloom Energy up and Plug Power down.
Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its new Polaris Forge 3 campus, raising its contracted baseline revenue to $31 billion. Shares jumped about 8% to $39.52 in after-hours trading. Initial operations at the 600-acre northern U.S. site are set for August 2027. Analysts remain cautious on valuation and construction risk.
Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

World Investment Advisors disclosed a new stake in Bloom Energy, buying 12,795 shares valued at $1.1 million in the fourth quarter. Bloom recently reported first-quarter revenue of $751.1 million, up 130% from a year earlier, and raised its 2026 revenue outlook. Oracle and BorderPlex plan to use Bloom fuel cells to power a New Mexico AI data center. Bloom shares traded at $275.95 premarket, down $27 from the prior close.
Plug Power Shares Surge 21% as Cash Questions Wait

Plug Power Shares Surge 21% as Cash Questions Wait

Plug Power shares rose 21% last week, closing at $3.78 after reporting a 22% jump in first-quarter revenue and improved gross margin. Trading was volatile, with Friday’s session ending down 0.26% on heavy volume. Analysts remained split, with price targets ranging from $1.20 to $7. Plug ended the quarter with more cash than expected and plans to cut inventory by at least $100 million this year.
Fervo Stock’s Hot Debut Got Bigger. Monday Is the Real Test

Fervo Stock’s Hot Debut Got Bigger. Monday Is the Real Test

Fervo Energy raised about $2.17 billion in its IPO after selling 80.5 million shares at $27 each, according to a Friday filing. FRVO closed Friday at $41.06, up 52% from the IPO price, and joined the Nasdaq Composite Index on May 13. The company reported a $57.8 million net loss on $138,000 revenue for 2025. Fervo is developing enhanced geothermal systems and building its Cape Station project in Utah.
SolarEdge Stock Jumps 17% as Tax-Credit Deadline Puts SEDG Turnaround Back on Watch

SolarEdge Stock Jumps 17% as Tax-Credit Deadline Puts SEDG Turnaround Back on Watch

SolarEdge Technologies shares surged 17.47% to $50.24 on Thursday as investors anticipated a spike in orders ahead of a July 4 U.S. solar tax-credit deadline. CEO Yehoshua Nir told a Deutsche Bank conference that demand rose in March and April. First-quarter revenue reached $310.5 million, with a net loss of $57.4 million. Maoz Sigron will become CFO on May 31, replacing Asaf Alperovitz.
Fervo Energy Stock Pops 35% In Nasdaq Debut, Then Slips Before The Next Open

Fervo Energy Stock Pops 35% In Nasdaq Debut, Then Slips Before The Next Open

Fervo Energy’s shares closed their Nasdaq debut at $36.54, up 35.3% from the $27 IPO price, before slipping to $35.55 in premarket trading. The Houston-based geothermal developer raised $1.89 billion by selling 70 million shares in an upsized offering. Fervo reports $7.2 billion in potential contracted revenue but remains unprofitable. Its first commercial facility is set to deliver power by late 2026.
Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

Fervo Energy shares closed at $36.54, 35% above the $27 IPO price, in their Nasdaq debut Wednesday, valuing the company at $10.36 billion. The Houston geothermal developer raised $1.89 billion by selling 70 million shares. Fervo reported 2025 revenue of $138,000 and a net loss of $57.8 million. The company holds $7.2 billion in potential contracted revenue but has yet to deliver commercial power.
Ford Stock Just Jumped. Ford Energy Is Why Wall Street Is Looking Again

Ford Stock Just Jumped. Ford Energy Is Why Wall Street Is Looking Again

Ford shares jumped 8.5% to $13.01 Wednesday after Morgan Stanley highlighted the company’s CATL-licensed energy storage business as a potential earnings driver. Ford Energy, launched May 11, plans to supply battery storage systems to U.S. data centers and utilities from its Kentucky plant, with first deliveries set for late 2027. Morgan Stanley estimates the unit could generate $500–$600 million in annual EBIT at 20 GWh capacity.
Broadwind Stock Doubles as Wind Exit Turns Into a Power-Generation Repricing

Broadwind Stock Doubles as Wind Exit Turns Into a Power-Generation Repricing

Broadwind shares jumped 117% to $4.41 Tuesday after Q1 results showed a $0.02 per-share loss, beating forecasts, and $34.06 million in revenue. The company reported $37.4 million in new orders and highlighted a shift from wind towers to gas-turbine and power-infrastructure work. Early Wednesday premarket trading held near $4.40. Broadwind recently sold its Abilene, Texas, facility for up to $19.5 million.
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Stock Market Today

  • Stock Market Strength Drives Rupee to Record Lows
    May 23, 2026, 3:15 PM EDT. The Indian rupee has plunged from Rs 85.8 to nearly Rs 97 against the dollar since early 2025. This decline is driven by strong stock markets, which have become overvalued relative to peers. Consequently, foreign portfolio investors (FPIs) have withdrawn a massive $53 billion over 18 months, seeking better returns elsewhere. Despite appearing as a market success, the elevated valuations have prompted capital outflows, weakening the rupee. The currency's drop reflects the complex interplay between stock market performance and currency stability amid global investment shifts.

Latest articles

First Solar Shares Up Ahead of Memorial Day, With Investors Watching Policy

First Solar Shares Up Ahead of Memorial Day, With Investors Watching Policy

23 May 2026
First Solar Inc. shares closed at $257.85 Friday, up 3.6% on the day and 10.5% for the week, outperforming peers ahead of the Memorial Day market holiday. The stock gained after strong quarterly results, a new India partnership, and reports that U.S. tariffs are boosting domestic solar panel demand. First Solar reported a $347 million first-quarter profit and 47.9 GW contracted backlog through 2030.
Altria Shares Hold Near 52-Week High as Market Watches Holiday Break

Altria Shares Hold Near 52-Week High as Market Watches Holiday Break

23 May 2026
Altria closed Friday at $73.90, up 0.3%, near its May 1 high, after its smokeless-tobacco unit announced plans to shift production from Nashville to Kentucky by early 2028. U.S. stock markets are closed until Tuesday for Memorial Day. Altria’s quarterly dividend remains $1.06 per share, with a new CEO in place. Trading volume Friday was about 4.5 million shares.
Chevron Faces Holiday Test With Oil Shock, Pump Prices and Hess Sale in Focus

Chevron Faces Holiday Test With Oil Shock, Pump Prices and Hess Sale in Focus

23 May 2026
Chevron closed Friday at $191.43, up 0.22%, ending the week nearly flat as Brent crude held above $100. California officials urged drivers to avoid Chevron stations over high pump prices, while director John B. Hess disclosed a large stock sale. U.S. markets are closed Monday for Memorial Day; trading resumes Tuesday.
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