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Renewable Energy 30 April 2026 - 14 May 2026

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.
Why Broadwind Stock Is Surging: Investors Reprice a Wind Exit Into a Power-Demand Story

Why Broadwind Stock Is Surging: Investors Reprice a Wind Exit Into a Power-Demand Story

Broadwind shares surged about 70% to $3.46 Tuesday after its Q1 loss of $0.02 per share beat estimates and revenue topped forecasts at $34.06 million. Orders rose 23% despite total revenue falling 7.5% year over year. The company recently sold its Texas facility and withdrew 2026 guidance following its wind-tower exit. Trading volume exceeded 10 million shares.
Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock

Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock

Energy Vault and Eskom signed a deal to build a 25-MW, 100-MWh gravity energy storage system at Hendrina Power Station in Mpumalanga. The project will use Energy Vault’s EVx 2.0 technology and could scale up to 4 GW at the site. The partners plan to co-develop up to 4 GWh of storage across Southern Africa by 2035. Coal supplied 83% of South Africa’s electricity in 2024, according to official data.
FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy shares surged 16.35% to a 52-week high of $15.94 Monday, with trading volume tripling the average, as investors bet on fuel cells for powering AI data centers. The company reported Q1 revenue of $30.5 million and a net loss of $26.1 million. FuelCell’s backlog fell to $1.17 billion, and management outlined plans to expand factory capacity in Connecticut. Plug Power and Bloom Energy shares also rose sharply.
Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy shares jumped 27.4% Friday, closing at $24.16 after the company announced master supply agreements with two large data-center customers and reported a record $5.6 billion backlog. Order intake doubled year-to-date to $2.0 billion. Quarterly revenue rose 7.7% to $464.9 million, missing analyst estimates, while net loss narrowed to $29.2 million. Analyst upgrades followed the news, with price targets raised as high as $28.
NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

Sedgwick County, Kansas, extended its pause on data center development applications to Sept. 11 amid local land deals tied to NextEra Energy and Monarch Energy. NextEra, which closed Friday at $93.10 a share, is pursuing large data center projects nationwide and reported first-quarter net income of $2.18 billion. The county cited the need for more time to review zoning rules. Local concerns include traffic, water use, and public safety.
Fluence Energy Stock Jumps Again: Why Wall Street Is Watching Its $5.6 Billion Backlog

Fluence Energy Stock Jumps Again: Why Wall Street Is Watching Its $5.6 Billion Backlog

Roth/MKM upgraded Fluence Energy to Buy and doubled its price target to $26 after the company’s order intake reached $2 billion and backlog hit a record. Fluence missed quarterly revenue estimates with $464.9 million but reported margin improvement and narrowed its net loss to $29.2 million. The company signed supply deals with two major hyperscalers and reaffirmed its 2026 guidance.
IREN Stock Jumps After Sweetwater Power Milestone Puts Its AI Data Center Bet Back In Focus

IREN Stock Jumps After Sweetwater Power Milestone Puts Its AI Data Center Bet Back In Focus

IREN shares jumped 8.37% to $49.48 Monday after the company energized its 1.4-gigawatt Sweetwater 1 data center in Texas, connecting its substation to the ERCOT grid. The company said power delivery will ramp up as the site is built out. IREN also announced a definitive agreement to acquire Mirantis. The stock was quoted at $50.16 before Tuesday’s U.S. open.
Why Skycorp Solar Stock Is Surging Today After Its $20 Million Nanjing Cesun Deal

Why Skycorp Solar Stock Is Surging Today After Its $20 Million Nanjing Cesun Deal

Skycorp Solar Group shares jumped 82% to $5.23 in U.S. premarket trading after it agreed to buy the remaining 56% of Nanjing Cesun Power for $20.2 million in stock. The deal follows Skycorp’s recent compliance with Nasdaq’s $1 minimum bid rule after a 1-for-20 reverse split. The company will also raise $3 million in a private share sale at a 30% discount. Skycorp’s share count will nearly double if the deals close.
NextEra Energy Wins 3,000-MW Arizona Solar Deal as Data Centers Stretch the Grid

NextEra Energy Wins 3,000-MW Arizona Solar Deal as Data Centers Stretch the Grid

NextEra Energy will build 3,000 megawatts of new solar generation for Salt River Project in Arizona, with completion expected by 2034. The contract aims to meet surging power demand around Phoenix, much of it driven by data centers. SRP has not finalized the cost of the power, and the first 500 megawatts are set for 2029. NextEra shares closed at $96.95 on Friday.
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.
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.
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.
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.
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.
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Stock Market Today

  • Sensex surges 1,695 points on US-Iran peace talks, crude oil price drop
    June 13, 2026, 2:09 AM EDT. The Sensex jumped 1,695 points to close at 75,528 on Friday, driven by revived US-Iran peace deal talks that sent Dow Jones up over 900 points and Brent crude prices below $90 per barrel. The decline in crude prices eased fears over global supply disruptions, strengthening the rupee to 95.11 against the dollar. Domestic funds bought aggressively, while foreign portfolio investors sold shares worth Rs 1,082 crore. Market cap rose to Rs 462 lakh crore, adding Rs 9.7 lakh crore in investor wealth. Experts highlighted that positive geopolitical developments and lower oil prices improved the near-term outlook for Indian equities. Upcoming US Federal Reserve policy decisions and industrial data will guide markets further.

Latest articles

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

13 June 2026
SGH closed at A$41.51, up 0.70% but underperformed the S&P/ASX 200’s 1.98% surge, as investors weighed solid cash flow and Boral margin gains against a high 36.03 P/E, mixed demand, and M&A risk; the next key catalyst is FY26 results on August 11, with analysts’ average target at A$47.64, 14.76% above Friday’s close.
NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

13 June 2026
NCR Voyix soared 10.25% to $7.85, far outpacing the market, as investors focus on the company’s 2026 cash-flow and earnings targets; the next key catalyst is the Q2 2026 earnings update, with stock valuation appearing low if management delivers on margin and cash-flow goals, but risks remain with declining reported revenue and high debt.
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