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Renewable Energy News 9 January 2026 - 15 January 2026

SSE stock steadies near highs after Berwick Bank wins 20-year UK wind price deal

SSE stock steadies near highs after Berwick Bank wins 20-year UK wind price deal

SSE shares rose 0.2% to 2,299 pence by 09:26 GMT after the company secured a 20-year UK government contract for 1.4 GW from its Berwick Bank offshore wind project at £89.49/MWh, inflation-linked. The company plans a final investment decision in 2027. Traders are watching for SSE’s trading update on Feb. 4 and the next UK wind auction later this year.
15 January 2026
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Bloom Energy stock drops late as traders cool on data-center power bets

Bloom Energy stock drops late as traders cool on data-center power bets

Bloom Energy shares dropped 4.5% to $133.46 in after-hours trading Wednesday, reversing gains from an early January rally. The decline follows investor concerns over how quickly rising data-center power demand, driven by AI, will convert to earnings. A recent $2.65 billion order from American Electric Power had fueled last week’s surge. Broader markets also fell, with the Nasdaq down after mixed bank results.
15 January 2026
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CleanSpark stock jumps on Texas land deal for 600-MW AI data center buildout

CleanSpark stock jumps on Texas land deal for 600-MW AI data center buildout

CleanSpark shares rose 8.8% to $13.66 after the company announced plans to acquire up to 447 acres in Brazoria County, Texas, for an AI and high-performance computing data center. The site will initially support 300 MW, expandable to 600 MW, with a long-term grid power agreement. Bitcoin climbed 4%, while other U.S.-listed miners also gained. Deal terms and closing timeline remain undisclosed.
14 January 2026
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Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy stock ticks higher on Korea AI data-center power pact as BE stays volatile

Bloom Energy shares rose 2.1% to $139.77 in after-hours trading Tuesday after AMCHAM Korea signed a memorandum of understanding with the company to promote solid oxide fuel cells for AI data centers. The deal is non-binding. Investors are watching for demand signals at Bloom’s presentations during the PowerGen conference Jan. 20-22. Other fuel-cell stocks showed mixed moves late in the session.
14 January 2026
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Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy stock jumps as Korea AI data-center MoU puts fuel cells back in focus

Bloom Energy shares rose 5.8% to $144.82 after the American Chamber of Commerce in Korea signed a non-binding memorandum with the company to promote solid oxide fuel cell systems for AI data centers. The agreement, announced at a Seoul ceremony, does not specify order volumes or delivery dates. Investors are watching for concrete purchase commitments. Bloom outpaced other fuel-cell stocks in U.S. trading.
13 January 2026
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Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

Solaris Energy Infrastructure stock jumps 6% as traders chase data-center power play — what to watch next for SEI

Solaris Energy Infrastructure shares rose 6.4% to $54.64 in midday trading Tuesday, near a 52-week high. Analyst Bobby Brooks raised his price target to $70, citing 900 megawatts of open capacity likely to be contracted in early 2026. Solaris is scaling toward 2.2 gigawatts of operated power, with Power Solutions expected to drive future earnings. Next earnings report is estimated for Feb. 19, 2026.
13 January 2026
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SolarEdge stock steadies in premarket after 7% jump as Wall Street debates turnaround

SolarEdge stock steadies in premarket after 7% jump as Wall Street debates turnaround

SolarEdge shares rose 0.6% premarket Tuesday to $35.53 after a 7.3% surge Monday, following TD Cowen’s upgrade to “buy.” The stock remains volatile, with analysts cautious and an average price target of $24.62. Traders await U.S. CPI data at 8:30 a.m. ET and SolarEdge’s earnings expected around Feb. 18. Enphase and Sunrun also gained early, while First Solar slipped.
13 January 2026
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Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy shares rose 2.1% to $136.87 Monday, then slipped 0.1% after hours. The move follows news that an American Electric Power unit signed a $2.65 billion deal for Bloom’s fuel cells tied to a Wyoming project. AEP also secured a 20-year offtake agreement with an unnamed investment-grade customer. Investors await details on the customer and Bloom’s next earnings report.
13 January 2026
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Nextpower (NXT) stock jumps on Saudi joint venture launch and 12‑GW factory plan

Nextpower (NXT) stock jumps on Saudi joint venture launch and 12‑GW factory plan

Nextpower shares rose about 9% Monday after the company confirmed its Saudi joint venture and detailed plans for a Jeddah manufacturing facility targeting 12 GW annual solar tracker capacity by Q2 2026. The stock reached $99.70 before settling at $99.62. Partners plan to invest $88 million over two years. Traders await updates on orders and spending at the Jan. 27 earnings call.
12 January 2026
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EOSE stock jumps nearly 10%: what to watch in Eos Energy Enterprises before the Jan. 14 webcast

EOSE stock jumps nearly 10%: what to watch in Eos Energy Enterprises before the Jan. 14 webcast

Eos Energy Enterprises shares jumped nearly 10% to $16.76 by midday Monday, with trading volume approaching 19.6 million shares. Short interest stood at 82.8 million shares, or 29.7% of float, as of Dec. 15. Investors await the company’s webcast on Jan. 14 for updates on manufacturing and funding. Eos recently raised $600 million via convertible notes and $458 million in a direct stock sale.
12 January 2026
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Plug Power stock rises as UBS conference nears and Jan. 29 vote raises reverse-split stakes

Plug Power stock rises as UBS conference nears and Jan. 29 vote raises reverse-split stakes

Plug Power shares rose 4.1% to $2.28 Monday as investors focused on a Jan. 29 vote to double authorized shares to 3 billion. The company warned it will pursue a reverse stock split if the proposal fails. Last week, Plug amended a Walmart deal, removing the risk of diluting 42.2 million shares. Executives are scheduled to present at the UBS energy conference later today.
12 January 2026
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Bloom Energy stock rallies after AEP’s $2.65 billion fuel-cell order — what to watch before Monday

Bloom Energy stock rallies after AEP’s $2.65 billion fuel-cell order — what to watch before Monday

Bloom Energy shares jumped 10% to close at $134.07 Friday after American Electric Power announced a $2.65 billion deal for Bloom’s fuel cells in a Wyoming project. The agreement includes a 20-year contract with an unnamed buyer, pending conditions expected to clear by Q2 2026. Traders await more details on the end-customer and delivery timeline as the new week begins.
12 January 2026
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Bloom Energy stock heads into Monday after $2.65 billion AEP fuel-cell order sparks fresh analyst split

Bloom Energy stock heads into Monday after $2.65 billion AEP fuel-cell order sparks fresh analyst split

Bloom Energy shares jumped 10.1% to $134.07 Friday after American Electric Power agreed to buy fuel-cell units for a Wyoming data center project valued at $2.65 billion. Analysts split on valuation; Clear Street raised its price target to $68, while BMO set it at $136. The deal includes a 20-year offtake contract. Wyoming officials have promoted the project’s economic impact.
11 January 2026
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Plug Power stock (PLUG) slides after TD Cowen downgrade as dilution vote nears

Plug Power stock (PLUG) slides after TD Cowen downgrade as dilution vote nears

Plug Power shares fell 5.6% to $2.19 Friday after TD Cowen downgraded the stock and cut its price target to $2. Investors are watching Plug’s funding plans ahead of a Jan. 29 shareholder vote on expanding stock issuance. Trading volume topped 114 million shares. Plug’s recent SEC filing disclosed a new license deal with Walmart and the cancellation of a warrant that could have diluted 42.2 million shares.
11 January 2026
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Bloom Energy stock jumps again after $2.65 billion AEP fuel-cell deal; what investors watch next

Bloom Energy stock jumps again after $2.65 billion AEP fuel-cell deal; what investors watch next

Bloom Energy shares closed up 10% at $134.07 on Friday after American Electric Power announced a $2.65 billion deal for Bloom’s fuel cells tied to a planned Wyoming plant. The stock held gains in after-hours trading as investors watched for further contract milestones. AEP’s 20-year offtake agreement for the plant’s output is contingent on conditions expected by Q2 2026. Bloom’s next earnings report is projected for February 26.
11 January 2026
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NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power shares closed up 4.3% at $20.51 Friday after Bank of America upgraded the stock. The move followed Meta’s announcement of 20-year nuclear power deals and plans to support small modular reactor development. NuScale remains below key moving averages and faces dilution risk from a $750 million at-the-market offering. Next earnings update is expected in early March.
10 January 2026
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Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

Bloom Energy shares rose 3.6% to $126.23 Friday after American Electric Power disclosed a $2.65 billion fuel-cell purchase agreement and 20-year offtake deal for a Wyoming facility. Laramie County approved a massive AI data center and 2.7 GW power buildout using Bloom’s fuel cells. Tallgrass estimates the energy infrastructure alone at $7 billion, with total project costs potentially reaching $50 billion.
9 January 2026
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Stock Market Today

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
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