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Renewable Energy 10 February 2026 - 13 March 2026

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Inc is aiming to offload as much as 250 megawatts of power into the PJM Interconnection market, the Times Union reported Tuesday, citing Bloomberg News. Chairman Andy Marsh told Bloomberg Plug is already reaching out to potential buyers, including data center operators and utilities, but says deals would need to run for at least seven years. Shares of Plug dropped 3.2% to $2.12 in late trading.
BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox Enterprises, Inc said it’s moving ahead with a $2.4 billion contract to supply equipment for AI-focused data center campuses backed by Applied Digital. The stock shot up almost 31% early Wednesday, following news that fourth-quarter revenue hit $161.0 million—outpacing the $155.6 million average estimate from analysts, according to LSEG data.
First Solar stock jolts traders after weak 2026 outlook; tariffs and permitting delays loom

First Solar stock jolts traders after weak 2026 outlook; tariffs and permitting delays loom

First Solar shares tumbled close to 14% in after-hours trading Tuesday after the company forecast 2026 net sales between $4.9 billion and $5.2 billion—well shy of the $6.12 billion analysts were looking for. Citing “federal permitting approval delays” affecting customers, the U.S. solar panel maker also flagged an expected $125 million to $135 million tariff impact in 2026.
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