Two of the AI building boom’s biggest suppliers just posted blowout quarters. Wall Street is dumping them anyway. Bloom Energy (BE), whose fuel cells generate power on-site at data centers, said Thursday that sales jumped 138% last quarter and raised its full-year outlook to roughly 122% growth. Comfort Systems (FIX), which installs the cooling and

Bloom Energy (NYSE:BE) delivered another blowout quarter, smashing estimates and growing profits faster than sales. Yet, its stock plunged after earnings and was down more than 12% as of Friday noon. The company sells solid-oxide fuel cell servers that turn natural gas into electricity right at a customer’s site. Artificial intelligence (AI) data centers desperately

Moderna (MRNA) trimmed losses Friday, rebounding from a sharp sell-off in the previous session, as investors digested data from a late-stage trial of its personalized melanoma vaccine. The stock opened lower but climbed into positive territory during the session, a day after plunging more than 17% on Thursday in its worst single-day performance since Aug.

This article first appeared on GuruFocus. Cathie Wood’s ARK Invest bought heavily into Meta Platforms (NASDAQ:META) after the stock’s post-earnings selloff, while reducing exposure to Palantir (NASDAQ:PLTR) and Roblox (RBLX). ARK funds purchased 38,110 Meta shares worth about $24.7 million on Thursday, Oct. 22, after the stock plunged roughly 7% and erased its gains for

Some companies don’t keep their ambitions secret. They swagger onto the stock market and draw plenty of attention with a splashy IPO and big promises (lookin’ at you, Tesla). But some incredibly successful stocks are sleeper hits: They quietly sit on the market doing nothing until one day, bam! Their shares take off like a

Quick Read Bloom Energy posted record Q3 sales of $1.24B and raised guidance a third time, yet free cash flow swung to negative $181M, sending shares down 4%. FuelCell Energy is up 58% year to date while Plug Power is down 30%, with both holding flat today, confirming the selloff is Bloom-specific. Building a portfolio

After rising incredibly in the first half of 2026, Intel (NASDAQ:INTC) stock has run into rough weather in recent months. Shares of the semiconductor specialist are down by 31% since the beginning of July. However, Intel stock could get a nice shot in the arm following the release of its third-quarter results on Oct. 29.

This has been a year of immense change for Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) and its investors. After more than half a century at the helm, the iconic Warren Buffett retired as CEO on Dec. 31, paving the way for Greg Abel to take over. It took Abel mere months to completely reshape Berkshire’s $364 billion portfolio.

Adient’s updated analysis now points to a slightly lower modeled fair value, with the price target moving from US$29.55 to US$27.64. This shift sits alongside a split in analyst opinion, where some recently trimmed targets but still argue the stock could re-rate if execution, margins, and capital allocation improve. As you read on, you will

Barclays just dropped Q3 2026 numbers into a market that has been marking the stock down for weeks. The shares closed at £4.09 on 22 October, with the price sliding over the past month and quarter even as trailing earnings supported a P/E of 7.8x. That gap between weak sentiment and solid profitability is the

ID Logistics Group SA reported third quarter 2026 revenue of €1,177.9 million and nine month revenue of €3,262.5 million, both above the prior year levels. The company linked this top line performance to new contract wins, 27 freshly launched operations, and an enlarged North American footprint supported by technology investment. The focus now turns to

Guidance confirmation and what it signals Pool (POOL) paired its quarterly beat with a reiteration of full year 2026 earnings guidance, keeping the diluted EPS range at US$10.66 to US$10.96 including minor tax benefits. That confirmation indicates that management views the latest quarter as consistent with its full year plan, rather than a one-off surprise

Cathie Wood might not have the following that she once did when her flagship fund, ARK Innovation ETF, more than doubled in 2020, but investors still keep track of her moves. Ark Invest, her investment company, is the rare fund manager that discloses its moves on a daily basis, and Wood has always been open

KBR (KBR) stock trades up, here is why What happened? Shares of government and sustainable technology solutions company KBR (NYSE:KBR) jumped 6% in the afternoon session after the company announced it was awarded contracts to support the revamp of two AGF Nitrogen ammonia plants in Germany and Austria. Under the agreements, the company will deliver

LAM Research CEO Tim Archer said in the earnings call with investors that going into 2027, the company sees “supply chain constraints for certain components continuing to limit chip makers.” Shares of Nvidia, Micron Technology, and Advanced Micro Devices plunged following the comments, alongside other chip stocks. Semiconductor companies had turned green earlier this week

SpaceX (SPCX) stock slid on Thursday, giving back Wednesday’s post-earnings gain.  Shares jumped 7.8% on Wednesday following SpaceX’s upbeat third quarter results and AI commentary. The stock is under pressure — down 9% — along with the broader tech trade, following Meta (META) earnings and more headlines suggesting new strikes in the US/Israeli war with

Meta (META) stock closed out the trading day Thursday down 7% on, despite reporting better-than-anticipated Q3 revenue results Wednesday, as AI bubble fears remerged across Wall Street. Investors pulled back on semiconductor and other AI stocks across the board on questions about whether massive investments in AI data centers will pay off in the long