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Renewable Energy News 5 January 2026 - 9 January 2026

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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Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta signs 20-year nuclear power deal for AI data centers

Vistra shares jumped 14.4% to $172.26 after Meta announced 20-year deals to buy power from three Vistra nuclear plants for its U.S. data centers. The agreements cover over 2,600 megawatts from plants in Ohio and Pennsylvania. Meta did not disclose financial terms. Traders are watching for regulatory approvals and details on plant upgrades.
9 January 2026
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Bloom Energy stock rises again as AEP expands $2.65 billion fuel cell deal in Wyoming

Bloom Energy stock rises again as AEP expands $2.65 billion fuel cell deal in Wyoming

Bloom Energy shares jumped 5.1% to $128 in early New York trading after American Electric Power disclosed a $2.65 billion fuel-cell order tied to a planned Wyoming facility and a 20-year offtake contract. AEP expects conditions for the agreement to be met by Q2 2026. Investors are focused on delivery timing and contract details. Bloom has not announced its next earnings date.
9 January 2026
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Plug Power stock in focus as TD Securities downgrades to Hold, cuts target to $2

Plug Power stock in focus as TD Securities downgrades to Hold, cuts target to $2

Plug Power shares traded near $2.32 premarket after TD Securities downgraded the stock and cut its price target, citing weak demand and execution risks. The company faces a key January 29 vote to double its authorized shares, with a reverse split planned if it fails. Plug stock remains down nearly 49% from its 52-week high. Bloom Energy shares jumped 13% after a $2.65 billion fuel-cell deal with American Electric Power.
9 January 2026
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Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy shares rose 9% to $117.63 after American Electric Power agreed to buy solid oxide fuel cells in a $2.65 billion deal. AEP plans to build a fuel cell power plant near Cheyenne, Wyoming, and signed a 20-year offtake agreement with an undisclosed customer. AEP shares gained 1.6%. FuelCell Energy, Plug Power, and Ballard Power saw smaller moves.
8 January 2026
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First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

First Solar stock slides 10% on Jefferies downgrade as 2026 orders come into focus

First Solar shares fell 10.3% to $241.11 in after-hours trading Wednesday after Jefferies downgraded the stock to “hold” and cut its price target, citing weak 2026 booking visibility and doubts over Section 232 tariff benefits. The stock hit a low of $239.26 on volume of 6.2 million shares. Sunrun and Canadian Solar also declined, while Enphase and SolarEdge were little changed.
8 January 2026
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Why First Solar stock is sliding today: Jefferies downgrade puts 2026 bookings in the spotlight

Why First Solar stock is sliding today: Jefferies downgrade puts 2026 bookings in the spotlight

First Solar shares dropped nearly 10% to $242.05 after Jefferies downgraded the stock to “Hold” and cut its price target to $260, citing weak 2026 booking visibility and policy risks. The brokerage warned that optimism over tariffs and tax credits may not materialize, with margins expected to fall and further order cancellations possible.
7 January 2026
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Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention NEW YORK,

Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention NEW YORK,

Bloom Energy shares jumped 8.1% to $111.38 Wednesday after news of a $600 million credit facility and a $502 million microgrid sale to Quanta. The stock rebounded from an early low of $100.87, trading over 8.3 million shares by late morning. Investors are watching for Bloom’s Feb. 5 earnings and updates on delivery timing and cash use.
7 January 2026
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Plug Power stock is up again today as Goldman conference and pivotal Jan. 29 vote near

Plug Power stock is up again today as Goldman conference and pivotal Jan. 29 vote near

Plug Power shares rose about 1.3% to $2.40 in early New York trading Tuesday, after testing $2.50. Investors are focused on a Jan. 29 vote on charter changes that would raise the authorized share cap to 3 billion. Plug executives are meeting investors at a Goldman Sachs energy conference this week. The stock remains down nearly 48% from its October high.
6 January 2026
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Bloom Energy stock jumps again as traders refocus on its $600 million credit line

Bloom Energy stock jumps again as traders refocus on its $600 million credit line

New York, January 5, 2026, 15:20 EST — Regular session Bloom Energy shares rose about 5.9% to $104.50 in afternoon trade on Monday as investors weighed the fuel-cell maker’s access to fresh liquidity. The stock hit an intraday high of $107.24. The move matters because financing has become a key swing factor for fast-growing clean-energy companies that still face choppy cash flows. For Bloom, balance-sheet flexibility is under scrutiny as demand builds for on-site power systems tied to data centers and other large electricity users. A revolving credit facility is essentially a bank line of credit that a company can
5 January 2026
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Nextpower (NXT) stock slides as solar shares wobble; $90 level and earnings in focus

Nextpower (NXT) stock slides as solar shares wobble; $90 level and earnings in focus

New York, January 5, 2026, 14:56 EST — Regular session Shares of Nextpower Inc (NXT) fell 3.9% to $89.18 in afternoon trading on Monday, retreating from an opening print of $95.13 and an intraday high of $95.50. The stock last traded $3.60 below Friday’s close of $92.78. The Invesco Solar ETF (TAN) slipped 0.8%, while tracker peer Array Technologies (ARRY) fell 4.8%; First Solar (FSLR) eased 1.6% and solar electronics makers Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) rose. The slide matters because it pulls Nextpower back toward a technical support zone — a chart level where buyers have tended
5 January 2026
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Canadian Natural Resources vs Brookfield Renewable: Why income investors are watching these energy stocks this week

Canadian Natural Resources vs Brookfield Renewable: Why income investors are watching these energy stocks this week

TORONTO, Jan 5, 2026, 09:51 EST Brookfield Renewable said on Monday it will release fourth-quarter 2025 results on Jan. 30 and hold a conference call at 9 a.m. ET to discuss the figures and business initiatives. GlobeNewswire The timing matters for income-focused investors who are resetting portfolios at the start of the year and weighing cash-return stories across energy. Canadian Natural Resources offers exposure to crude-linked cash flow, while Brookfield Renewable gives investors a renewable-power angle that is more sensitive to rates and project financing. Oil prices were steady on Monday even after the U.S. capture of Venezuelan President Nicolas
5 January 2026
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Plug Power stock rises in premarket as PLUG heads into key Jan. 29 vote on new shares

Plug Power stock rises in premarket as PLUG heads into key Jan. 29 vote on new shares

NEW YORK, January 5, 2026, 06:41 ET — Premarket Plug Power Inc shares rose 3.1% to $2.30 in premarket trading on Monday, extending a new-year rebound in the hydrogen equipment maker. The stock closed Friday at $2.23, up 13.2%. Yahoo Finance The move puts focus on a Jan. 29 shareholder vote that could give Plug more headroom to issue stock. In its definitive proxy statement, the company said it wants to double authorized common shares to 3.0 billion — the legal cap on shares it can issue. Plug said it needs that flexibility to raise capital and meet contractual obligations
5 January 2026
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Bloom Energy stock jumps 14% on $502M Quanta microgrid disclosure — what investors watch next

Bloom Energy stock jumps 14% on $502M Quanta microgrid disclosure — what investors watch next

NEW YORK, Jan 4, 2026, 8:00 PM ET — Market closed Bloom Energy Corp shares surged 13.6% on Friday to close at $98.69, putting the fuel-cell maker in focus heading into Monday’s U.S. session. The rally matters because it underscores how quickly traders are chasing signs that demand for on-site power is turning into large, disclosed spending commitments. It also comes as investors test whether project announcements translate into revenue and cash collections, not just headlines. A late-December disclosure from Taiwan helped sharpen that debate. Quanta Computer said its U.S. unit would buy fuel-cell microgrid systems from Bloom for about
5 January 2026
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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