$9.02
+0.21 (+2.38%)
ERII News30 articles
Constellation Energy Slides on Calpine Lock-Up Concerns
Constellation Energy (CEG) declined 4.22% to $248.37, underperforming the S&P 500, as the Calpine lock-up expiry raised supply concerns.
FuelCell Energy Surge Highlights Warrant Dynamics Post-Russell Inclusion
FuelCell Energy (FCEL) surged 22.3% to $36.46, adding $450M in market value after Russell index inclusion and a $49M EXIM loan, bringing the stock closer to a key warrant exercise price of $39.66.
Bloom Energy Shares Test Key Support After Index Rebalancing Sell-Off
Bloom Energy shares rebounded 6% premarket Monday after a 504% volume spike Friday drove an 18.5% drop during Russell index rebalancing. The stock now faces a test between analyst targets and a potential valuation reset.
Bloom Energy Tumbles 18.5% on Russell Index Shift, Valuation Under Scrutiny
Bloom Energy fell 18.5% Friday on record volume after FTSE Russell moved the stock from the Russell 2000 to the Russell 1000, erasing $26.7 billion in market value and raising valuation concerns.
Energy Sector Decouples from Oil as Diesel Margins and Norway Lockout Shape Divergent Trends
Brent crude plunged 10.86% last week, but the XLE ETF slipped only 0.4%, signaling a decoupling. Refiners gain from tight diesel margins, while oilfield services face headwinds from a Norway lockout and rising U.S. rig counts.
Constellation Energy Near 52-Week Low Despite Nuclear License Filing and Walmart Deal
Constellation Energy (CEG) shares dropped 4.2% last week, closing near a 52-week low at $264.02, even as the company filed for nuclear license extensions and secured a Walmart power deal.
NextEra Energy Lags Utility Peers as Clean-Energy Tax Credit Deadline Approaches
NextEra Energy (NEE) closed up 0.98% on Friday but lagged the broader utility sector as the July 4 clean-energy tax credit deadline looms.
Energy Transfer Rises on Week as Gas Backlog Supports Growth
Energy Transfer rose 2.2% for the week, supported by long-term gas contracts and a 7% yield, as the company targets a $5.5B-$5.9B 2026 growth budget.
Peabody Energy Faces Securities Suit Over Centurion Setbacks; Capital One, Hy-Vee Hit with Class Actions
Peabody Energy is facing a securities class action after cutting its 2026 Centurion sales outlook by 1 million tons and reporting an $80 million loss at the mine, nearly matching its entire adjusted EBITDA.
FuelCell Energy Soars on Fit Energy Deal, But Contingencies Loom
FuelCell Energy surged 18.3% after a 30-MW deal with Fit Energy, but most of the 380-MW potential remains contingent on future elections and deposits.
Bloom Energy Plunges After Russell Index Switch
Bloom Energy shares fell 12.4% to $270.88 after exiting the Russell 2000 for the Russell Top 200, putting its high valuation under scrutiny amid heavy trading volume.
Bloom Energy Drops 5% as Russell Index Shift Looms
Bloom Energy dropped 5.2% as it prepares to exit the Russell 2000 for the Top 200, with a $15 billion intraday equity swing and shares trading at 24x 2026 revenue.
FuelCell Energy Jumps 16% Pre-Market on 380 MW Data Center Deal with Fit Energy
FuelCell Energy shares jumped 16% pre-market on a deal to supply Fit Energy with up to 380 MW of on-site power for data centers, starting with a 30 MW phase this year.
Duke Energy Narrows Residential Rate Increase to 11.6% Amid Regulatory Pressure
Duke Energy Carolinas cut its proposed residential rate increase to 11.6% from 18% after opposition from regulators and the attorney general. The new rate requires approval from the North Carolina Utilities Commission and could take effect Jan. 1, 2027.
Dominion Energy Navigates $67 Billion Data Center Demand and NextEra Deal
Dominion Energy shares hover near a 52-week high as investors weigh surging Virginia data-center power demand and the pending NextEra takeover, with the stock closing at $68.04.
T1 Energy Rockets 11% on Heavy Volume, Analyst Nod and Plant Rating
T1 Energy (NYSE:TE) jumped 11% on Monday after its Dallas plant earned an 'A' bankability grade and Bernstein initiated coverage, with heavy volume suggesting short-covering fueled the rally.
Bloom Energy Stock Rallies on AI Data Center Power Demand
Bloom Energy stock rallies as AI data center power needs drive demand for on-site fuel cells, with Q1 revenue surging 130% and 2026 guidance raised.
Russell Index Overhaul: CoreWeave Joins Large-Cap, Bloom Energy Ascends
FTSE Russell's annual index reconstitution will trigger trillions in passive fund trades at Friday's close, with CoreWeave joining the Russell 1000 and Bloom Energy moving up, driving concentrated order flows.
Chevron-Microsoft AI Deal Shifts Focus to Energy Infrastructure
Chevron will supply natural-gas power to Microsoft's Pecos data center, highlighting the AI capex debate as MSFT shares dip despite strong Azure growth.
CRH to Acquire Arcosa in $8.5B Cash Deal, Boosting US Infrastructure and Energy Exposure
CRH will acquire Arcosa for $150 per share in cash, valuing the company at $8.5 billion and expanding its U.S. infrastructure and energy transmission footprint.
T1 Energy Closes Above Key $9 Level as Financing Deadline Looms
T1 Energy (NYSE: TE) closed at $9.35, up 3.43%, driven by Bernstein's Market Perform initiation, an Intertek CEA 'A' grade, and shareholder approval to double shares. The market now eyes the $225 million G2_Austin financing need.
Energy Stocks on Edge as Strait of Hormuz Closure Roils Markets
The Energy Select Sector SPDR Fund fell 6.6% as Iran's Strait of Hormuz blockade halted tanker traffic. U.S. energy stocks like Exxon Mobil, Chevron, and ConocoPhillips face potential swings when markets reopen Monday.
Nuclear Power Surge: Constellation Energy Rides AI Data Center Wave
Constellation Energy rallied 8.0% this week after a federal mandate to accelerate grid connections for AI data centers, but the stock remains 33.6% below its peak as the market awaits tangible revenue from the AI power demand narrative.
Bank of England Holds Rate at 3.75% as Energy Shock Eases, Inflation Concerns Linger
The Bank of England kept rates unchanged at 3.75%, with two policymakers favoring a quarter-point rise. Inflation is projected to climb above 3.25% by year-end, delaying any rate cut.
Bloom Energy Hits Record High on FERC’s AI Power Demand Boost
Bloom Energy shares surged 15.4% to a record $328.91 after FERC ordered faster grid rules for data centers, boosting AI power demand. UBS is bullish, but Bernstein warns of limited upside.
FuelCell Energy Surges on AI Data Center Power Pipeline Hopes
FuelCell Energy shares soared nearly 20% as traders focus on its AI data center power pipeline, though revenue dropped and losses widened.
Energy Fuels Shares Surge on $725 Million US Loan for Rare Earth Projects
Energy Fuels shares surged 10% to $16.84 after the US government conditionally committed up to $725 million to support rare earth processing expansion.
Invenergy Accepts $765M Payout to Exit Offshore Wind Leases
Invenergy will get $765 million to terminate four offshore wind leases, with funds redirected to natural gas and geothermal, as the administration's buyback program nears $2.6 billion.
T1 Energy Soars on Factory Grade Upgrade and Analyst Initiation
T1 Energy shares jumped 12% after its Texas solar module plant earned an 'A' grade in a key third-party review, drawing investor attention as Bernstein started coverage.
Eos Energy Surges on First European Storage Deal, Production Milestone
Eos Energy shares surged 11.7% on news of a binding supply agreement for the DACH region and the start of commercial production at its second battery line, signaling growing demand and scaling capacity.