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Renewable Energy 5 February 2026 - 10 February 2026

Bloom Energy stock turns choppy as SEC filing details Oracle warrant and Brookfield AI financing

Bloom Energy stock turns choppy as SEC filing details Oracle warrant and Brookfield AI financing

Bloom Energy shares fell 0.8% to $153.99 in midday trading Tuesday after disclosing a Brookfield-backed $5 billion financing framework and a potential Oracle warrant for up to 3.53 million shares at $113.28. The company’s annual filing showed 2025 revenue up 37% to $2.02 billion, with a net loss despite positive operating income.
GE Vernova stock slips from recent highs after 2030 turbine slot deal — what GEV investors watch next

GE Vernova stock slips from recent highs after 2030 turbine slot deal — what GEV investors watch next

GE Vernova shares slipped 0.7% to $796.29 in late-morning New York trading after Maxim Power reserved a 7HA.02 gas turbine slot for 2030 delivery, with a non-refundable deposit due in 2026. The broader market edged higher, while GE Vernova also reported upgrades at InterGen’s Coryton plant in the UK. Investors await the company’s April 22 earnings webcast.
Plug Power stock (PLUG) steadies before the bell as make-or-break share vote nears

Plug Power stock (PLUG) steadies before the bell as make-or-break share vote nears

Plug Power shares held at $2.10 in premarket trading Tuesday as investors awaited a Feb. 17 shareholder vote on expanding authorized shares to 3 billion. The company failed to secure enough votes last week, with only 39.63% backing Proposal 1. CEO Andy Marsh warned a reverse stock split could follow if the measure fails. Plug shares remain down 54% from their 52-week high.
Plug Power stock price jumps 12% into weekend as Feb. 17 share vote looms and lawsuit headlines hit

Plug Power stock price jumps 12% into weekend as Feb. 17 share vote looms and lawsuit headlines hit

Plug Power shares surged 11.56% to $2.08 Friday, outpacing the Nasdaq, after a volatile week. Shareholders will vote again Feb. 17 on proposals to double authorized shares, after failing to pass earlier this month. A new securities class action was filed against Plug and executives in New York federal court. Trading volume topped 108 million shares, well above average.
LONGi Green Energy stock in focus: 1.65 bln yuan patent fee signals higher costs as China solar outlook softens

LONGi Green Energy stock in focus: 1.65 bln yuan patent fee signals higher costs as China solar outlook softens

LONGi Green Energy’s Shanghai A-shares closed up 0.7% at 18.36 yuan on Friday after a 1.65 billion yuan BC solar patent licensing deal was disclosed this week. The agreement, involving Aiko Solar and Maxeon, set a price for key solar IP as industry forecasts point to a drop in China’s 2026 new solar installations.
First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

Sungrow closed at 144.50 yuan, down 1.03%, after stating it has no plans in the commercial space sector. Mainland China trading resumes Monday, with Spring Festival closures set for Feb. 15–23. Major funds were net sellers of 5.46 billion yuan on Feb. 6. The Shenzhen-listed solar firm remains under scrutiny as investors await further filings before the holiday.
Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla stock price rises to $411 as Musk solar hiring push and China AI plan set up week ahead

Tesla shares closed up 3.5% at $411.11 on Friday after news of a U.S. solar hiring push and an AI training center in China. The company targets 100 GW of U.S. solar manufacturing by 2028, far above current national output. Investors remain focused on Tesla’s autonomy and energy projects. Upcoming U.S. jobs and inflation data may affect market sentiment next week.
GE Vernova stock jumps nearly 6% as traders digest upgrade, debt deal and wind repower push

GE Vernova stock jumps nearly 6% as traders digest upgrade, debt deal and wind repower push

GE Vernova shares jumped 5.7% to $779.35 Friday, rebounding from two days of losses, and edged up further after hours. Baird upgraded the stock to Outperform and raised its price target to $923. The company completed a $2.6 billion senior notes offering and finalized its $5.275 billion purchase of the remaining Prolec GE stake. Investors await the April 22 earnings update.
First Solar stock falls 7% as Tesla solar-cell expansion report jolts FSLR

First Solar stock falls 7% as Tesla solar-cell expansion report jolts FSLR

First Solar shares dropped 7.2% to $217.49 Friday after a report said Tesla is scouting U.S. sites to expand solar cell production. The decline came as the S&P 500 and solar sector ETFs rose. Tesla is also considering boosting output at its Buffalo, New York, plant, Bloomberg reported. Investors now await First Solar’s Feb. 24 results and 2026 outlook.
GE Vernova stock pulls back after a volatile week — new wind orders, bond sale and a fresh Baird upgrade in focus

GE Vernova stock pulls back after a volatile week — new wind orders, bond sale and a fresh Baird upgrade in focus

GE Vernova shares fell about 1% to $737.53 in after-hours trading Thursday, extending losses from Wednesday’s drop. The company announced $2.6 billion in new bonds, fresh wind repower orders, and a major electrification contract. Baird upgraded the stock and raised its price target to $923. Investors await GE Vernova’s April 22 earnings report.
Plug Power stock drops nearly 10% as share-vote delay returns — what PLUG traders watch next

Plug Power stock drops nearly 10% as share-vote delay returns — what PLUG traders watch next

Plug Power shares fell 9.3% to $1.86 Thursday after another delay in a shareholder vote on charter changes, with only 39.63% and 49.40% of outstanding shares backing two key proposals. The company rescheduled the special meeting for Feb. 17 and warned a reverse stock split may follow if the proposal to increase authorized shares does not pass.
GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova shares fell 1.6% to $734.33 Thursday after completing a $2.6 billion senior notes offering to help fund its Prolec GE acquisition. The company reported 1.1 GW of U.S. wind repower orders for 2025, prompting Baird to upgrade the stock. Xcel Energy finalized deals with GE Vernova for gas turbines and wind projects amid rising power demand.
Cummins stock in focus as it pulls back on electrolyzers and maps 2026 outlook

Cummins stock in focus as it pulls back on electrolyzers and maps 2026 outlook

Cummins will halt new commercial ventures in its electrolyzer division and took a $218 million charge for the segment in Q4. Shares rose about 0.5% in premarket trading after the company projected 2026 revenue growth of 3% to 8%, citing steady demand for data-center backup power. Fourth-quarter revenue rose 1% to $8.5 billion, while net income reached $593 million.
Neste Oyj stock slides as flat 2026 renewables volume outlook jars investors despite profit rebound

Neste Oyj stock slides as flat 2026 renewables volume outlook jars investors despite profit rebound

Neste shares fell 4.65% to 20.51 euros by 14:28 EET after the company forecast flat renewable product volumes for 2026, disappointing investors expecting growth. Q4 comparable EBITDA jumped to 601 million euros from 168 million a year earlier. The company proposed a 0.20 euro per share dividend. Investors await further details on renewables margins during a 3 p.m. Finland call.
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Stock Market Today

  • HSBC Leads UK in Dividend Payments for 2025 Amid Strong Financials
    May 3, 2026, 12:27 PM EDT. HSBC paid out more dividends than any other British firm in 2025, according to Computershare's UK Dividend Monitor. Despite a moderate yield of 5%-6%, HSBC's dependable track record and global footprint, especially in Asia and the UK, make it a favourite among income investors. The bank reported a 7.5% revenue increase, driven by favourable interest rates and cost controls. With a net margin near 29.5% and a dividend payout ratio of 61%, HSBC balances shareholder returns with financial resilience. Risks include interest rate volatility, geopolitical tensions in Asia, and competition from fintech firms. While dividends aren't guaranteed, HSBC's scale and stability offer a relatively predictable income stream within a diversified portfolio.

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Rigetti Computing Stock Faces May 11 Earnings Test as RGTI Quantum Rally Cools

Rigetti Computing Stock Faces May 11 Earnings Test as RGTI Quantum Rally Cools

3 May 2026
Rigetti Computing shares closed at $17.50 ahead of its first-quarter earnings report due May 11. The company recently launched its 108-qubit Cepheus-1-108Q system, now available via its cloud and Amazon Braket. Analysts expect a quarterly loss of 5 cents per share on $3.3 million revenue. Rigetti reported 2025 revenue of $7.1 million and a net loss of $216.2 million.
Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

3 May 2026
Malaysia’s anti-graft agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million government chip-design deal with Arm Holdings. Rafizi said he was called to appear May 4 in Putrajaya and could face criminal charges. The probe comes days before Arm’s May 6 earnings webcast. The deal, announced in March 2025, aimed to boost Malaysia’s chip-design sector.
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