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Renewable Energy 1 July 2026 - 20 July 2026

GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova’s Turbine Boom Is Real. The Stock’s Failed Breakout Tests a 40-Times Cash-Flow Bet

GE Vernova shares fell 4.49% to $1,042.60 on Monday, closing below their 20-day moving average on the same day Zacks highlighted a move above that closely watched technical level. The reversal weakened the most visible short-term bullish signal surrounding a company whose turbine order book has been described as “sold out through 2030,” with GEV’s decline far exceeding the S&P 500’s 0.79% fall.
Plug Power Shares Drop 15.5%, Wipe Out $570 Million After 50 MW Miss

Plug Power Shares Drop 15.5%, Wipe Out $570 Million After 50 MW Miss

Plug Power Inc. shed roughly $570 million in market value last week, using Friday's market cap and keeping the share count steady. This came despite the company announcing a big electrolyzer order out of Australia. With U.S. cash markets closed Sunday, the latest quote is still Friday’s close at $2.23, down 15.53% across five sessions. Plug Power finished the week valued near $3.10 billion.
Fervo’s $8 Billion Stock Value Tops Ormat — Now Comes the $1 Billion Cost Test

Fervo’s $8 Billion Stock Value Tops Ormat — Now Comes the $1 Billion Cost Test

Fervo Energy Company closed Friday at $27.13, giving the geothermal developer a $7.99 billion equity value — about 17% more than Ormat Technologies, an established listed geothermal operator worth $6.80 billion. That premium now rests heavily on whether Fervo’s new 21-day drilling record can translate into lower plant costs and reliable power sales.
Plug Power Drops After Broker Cut Wipes $1.75 Billion, 50-MW Order Not Enough

Plug Power Drops After Broker Cut Wipes $1.75 Billion, 50-MW Order Not Enough

Plug Power Inc. dropped 5.5% to $2.25 late Friday morning after Susquehanna lowered its 12-month target price to $2.50 from $3.75. The cut took $1.25 off the target on about 1.40 billion shares, slicing around $1.75 billion from the broker’s implied equity value. That’s about 56% of Plug’s current $3.13 billion market cap. These are target numbers—not an actual market loss.
Brookfield (NYSE:BAM) raises AI power deal framework to $25B; Bloom Energy (NYSE:BE) stock moves

Brookfield (NYSE:BAM) raises AI power deal framework to $25B; Bloom Energy (NYSE:BE) stock moves

Bloom Energy shares soared late Tuesday as Brookfield Asset Management increased its financing framework for Bloom’s AI infrastructure power projects to $25 billion, up from $5 billion. The move shifts the deal into a test for Bloom’s ability to deploy the new capital quickly. Reuters said the stock climbed 12% in after-hours trading after the two groups revealed the new figure.
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