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Renewable Energy 29 March 2026 - 3 May 2026

Brookfield Renewable Corporation Weighs BEPC Shake-Up After Record Cash Flow and $2.3 Billion Loss

Brookfield Renewable Corporation Weighs BEPC Shake-Up After Record Cash Flow and $2.3 Billion Loss

Brookfield Renewable said it is reviewing a possible merger of its BEPC shares and Brookfield Renewable Partners units into a single security to improve trading liquidity. BEPC reported a $2.3 billion net loss for the first quarter, mainly from non-cash remeasurement, despite higher funds from operations. The board kept the dividend at 39.2 cents per share. The company completed nearly $4 billion in financings and ended the quarter with $4.7 billion in liquidity.
3 May 2026
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Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy shares rose $7.29 to $290.52 Friday after the company raised its 2026 forecast and announced a deal to supply up to 2.45 gigawatts of fuel-cell power to an Oracle-backed New Mexico data center. First-quarter revenue jumped 130% to $751.1 million. Options trading showed increased demand for downside protection. Plug Power and FuelCell Energy lagged, with Bloom emerging as the main fuel-cell play on AI data center growth.
2 May 2026
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NextEra Energy Strikes 3,000 MW Arizona Solar Deal as Power Demand Boom Builds

NextEra Energy Strikes 3,000 MW Arizona Solar Deal as Power Demand Boom Builds

Salt River Project and NextEra Energy Resources agreed to develop 3,000 MW of new solar power in Arizona by 2034, enough to supply about 595,000 homes. Construction will add 500 MW annually from 2029 to 2034. The deal comes as utilities seek new capacity to meet rising demand from data centers and population growth. NextEra has already developed over 1,000 MW for SRP.
2 May 2026
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PSEG’s $960 Million Energy-Savings Update Puts Its Earth Day Push Under Investor Spotlight

PSEG’s $960 Million Energy-Savings Update Puts Its Earth Day Push Under Investor Spotlight

PSE&G says its energy-efficiency programs now save New Jersey customers nearly $960 million a year, with about 500,000 households and 22,000 businesses participating since October 2020. The company reports first-quarter results May 5, when management is expected to address earnings guidance and capital spending. PSEG has cut operational emissions by 95% from 2005 levels and projects 2026 non-GAAP earnings of $4.28–$4.40 per share.
1 May 2026
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FuelCell Energy Stock Jumps as AI Power Boom Puts FCEL Back in Play

FuelCell Energy Stock Jumps as AI Power Boom Puts FCEL Back in Play

FuelCell Energy shares jumped 37% Wednesday, trading near a one-year high at $13.64 premarket Thursday, as investors bet on fuel-cell demand for AI data centers. Rival Bloom Energy reported Q1 revenue up 130% to $751.1 million and will supply up to 2.45 GW of fuel cells to Oracle’s Project Jupiter. FuelCell’s January-quarter revenue rose 61% to $30.5 million but it posted a net loss of $26.1 million.
30 April 2026
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Brookfield Renewable Stock Drops 12% Before Q1 Results as BEPC Investors Brace for Friday

Brookfield Renewable Stock Drops 12% Before Q1 Results as BEPC Investors Brace for Friday

Brookfield Renewable Corp’s NYSE shares fell 12.5% to $35.20 on Wednesday, with volume quadrupling the three-month average ahead of first-quarter results due Friday. The drop came despite a higher quarterly dividend and mixed analyst views. The company operates 47 GW of clean energy assets globally. Analysts expect a first-quarter loss of 33.92 cents per share on $1.62 billion in revenue.
30 April 2026
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FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy shares climbed $2.75 to $12.69 Wednesday, trading on heavy volume after Bloom Energy raised its 2026 outlook and reported a 130% jump in first-quarter revenue to $751.1 million. Bloom shares surged over 23% after announcing its fuel cells would power Oracle’s planned New Mexico AI data center. FuelCell’s first-quarter revenue rose 61% to $30.5 million, but it posted a $23.7 million net loss.
29 April 2026
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Enphase Energy, Inc. Stock Slides as Q1 Reveals a Solar Demand Hangover

Enphase Energy, Inc. Stock Slides as Q1 Reveals a Solar Demand Hangover

Enphase Energy shares dropped 7.3% to $31.80 after reporting a first-quarter revenue decline to $282.9 million and a GAAP loss of $7.4 million. U.S. revenue fell 23% from the prior quarter, with sell-through demand down 48% sequentially. Adjusted earnings beat estimates, but investors appeared unconvinced demand had stabilized. SolarEdge and Sunrun shares also fell in early trading.
29 April 2026
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Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy raised its 2026 revenue forecast to $3.4–$3.8 billion after first-quarter revenue surged 130% to $751.1 million, beating analyst estimates. Net profit reached $70.7 million, reversing a year-ago loss. Oracle and BorderPlex said their New Mexico data center project will use up to 2.45 GW of Bloom fuel-cell capacity. Shares last traded at $226.37, down $8.36 before the market opened.
29 April 2026
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Lithium Americas Stock Jumps As Thacker Pass Turns Into America’s Big Lithium Test

Lithium Americas Stock Jumps As Thacker Pass Turns Into America’s Big Lithium Test

Lithium Americas shares rose 13% Monday, closing at $5.26 with over 19 million shares traded, as focus returned to its Thacker Pass lithium project in Nevada. The company targets late 2027 for mechanical completion and aims to ramp up commercial production through 2028. Capital spending for 2026 is projected at $1.3–$1.6 billion. The U.S. government holds a 5% stake and has backed the project with a $2.23 billion loan.
27 April 2026
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Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
26 April 2026
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Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Inc. shares fell 1.26% to $3.14 on Friday, extending a two-day slide and leaving the stock 31% below its 52-week high. The company reported $5.5 million in positive gross profit for the fourth quarter and a 12.9% rise in 2025 revenue. Plug recently won a contract for a 275-megawatt electrolyzer system in Quebec and agreed to sell its Project Gateway site for at least $132.5 million.
26 April 2026
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Plug Power Stock Watch: Louisiana Hydrogen Plant Hits 90% Availability As Cash Burn Test Looms

Plug Power Stock Watch: Louisiana Hydrogen Plant Hits 90% Availability As Cash Burn Test Looms

Plug Power’s Olin joint-venture plant in St. Gabriel, Louisiana produced 448.3 metric tons of liquid hydrogen in Q1 and filled 101 trailers, the company said Friday. Shares of Plug fell 1.3% to $3.14, while Ballard Power and Bloom Energy also declined. Plug ended 2025 with $368.5 million in unrestricted cash and used $535.8 million in operations during the year.
24 April 2026
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SolarEdge Stock Jumps as Bigger Battery Bet Puts Its Turnaround to the Test

SolarEdge Stock Jumps as Bigger Battery Bet Puts Its Turnaround to the Test

SolarEdge Technologies shares rose over 11% to $47.36 Thursday, pushing its market value to about $2.8 billion and outpacing other solar stocks. The company reported 2025 revenue of $1.18 billion, up 31%, but posted a net loss of $405.4 million. SolarEdge launched a 197 kWh battery system for commercial use in Europe and Asia. Wall Street analysts maintain a consensus “Reduce” rating, with an average target price of $29.90.
23 April 2026
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Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

China is considering export restrictions on advanced solar-manufacturing equipment to the U.S., potentially affecting Tesla’s plans for new factories, sources told Reuters. Tesla aims to buy $2.9 billion in solar-panel equipment from China and expand U.S. solar production. China produces over 80% of global solar panel components. No final decision has been made, and consultations remain preliminary.
16 April 2026
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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.
9 April 2026
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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.
6 April 2026
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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
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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.
2 April 2026
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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.
29 March 2026
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Stock Market Today

  • XRP Price Forecast by December 2026 from Three AI Models
    May 3, 2026, 12:12 PM EDT. XRP trades near $1.35-$1.40, down 62% from its $3.65 peak in July last year. Three AI models-ChatGPT, Grok, and Google Gemini-offer varying XRP forecasts for December 2026. ChatGPT predicts $0.95 in a bear case, $2.15 base, and $3.35 in a bull scenario. Grok ranges from $0.80-$1.10 bear to $5-$8 bull. Google Gemini's bear target is $1.50, with a bullish peak at $8-$10. Base cases center on steady regulatory progress, ETF inflows, and Bitcoin recovering to $80,000-$90,000. Bullish outcomes depend on significant Bitcoin rallies and higher institutional adoption. Bear cases suggest potential losses or stagnation without catalysts. Overall, AI models see moderate growth likely, while uncertainties around regulation and market forces remain key risks.

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Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

3 May 2026
Cameco shares closed lower Friday, with NYSE-listed CCJ at $120.60 and TSX-listed CCO at C$163.66. The uranium supplier reports first-quarter results before markets open May 5, followed by an executive call at 8 a.m. Eastern. Investors are watching uranium prices, delivery timing, and Cameco’s 49% stake in Westinghouse. The company’s annual meeting is set for May 7.
Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

3 May 2026
Everspin Technologies shares jumped $3.19 to $21.49 after announcing a $40 million U.S. defense MRAM subcontract with Amentum Services, set to run through November 2028. First-quarter revenue rose to $14.9 million, with MRAM product sales at $14.1 million. The company posted a GAAP net loss of $0.3 million. Second-quarter revenue is forecast at $15.5 million to $16.5 million.
Why ON Semiconductor’s $103 Stock Faces a Hard Earnings Test on Monday

Why ON Semiconductor’s $103 Stock Faces a Hard Earnings Test on Monday

3 May 2026
ON Semiconductor will report first-quarter earnings after markets close Monday, with analysts expecting 61 cents per share on $1.49 billion in revenue. Shares closed at $103.03 Friday, up 2.2%, far above the average analyst target of $67.15. Investors are focused on signs of recovery in auto and industrial chip demand. The company’s market value stands at about $42 billion.
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