US Top News and Analysis | Jim Cramer reveals the secret to finding a winning tech stock in this market

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Jim Cramer warned that simply beating earnings is no longer enough to boost technology stocks, noting that investors now prize companies constrained by supply shortages rather than just scale. While mega‑caps like Alphabet, Amazon, Meta, and Microsoft posted mixed results—Meta’s fastest revenue growth in five years still saw its shares fall—smaller firms such as Seagate, Bloom Energy and NXP Semiconductors rallied after highlighting tight manufacturing capacity or unexpected chip shortages, underscoring a market shift toward “old tech” that is scarce and in high demand.

Read more: https://www.cnbc.com/2026/04/29/jim-cramer-secret-winning-tech-stock.html

#JimCramer #Seagate #BloomEnergy

US Top News and Analysis | Bloom Energy shares rocket higher by 20%. It may be the new meme stock

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Bloom Energy’s stock surged 22% on Wednesday after the fuel‑cell maker posted a first‑quarter earnings beat, beating estimates for revenue, earnings and adjusted EBITDA, and subsequently lifted its full‑year earnings and operating‑income guidance. The rally follows an Oracle agreement that could see up to 2.8 GW of Bloom’s systems deployed in AI‑driven data centers, prompting some traders to label the company a potential new “meme” stock for retail investors. Analysts such as Mizuho, Barclays and BTIG praised the firm’s growing demand from hyperscalers, stronger pricing power and a path to 5 GW of capacity, though valuation concerns remain—Bloom trades at roughly 102 times forward earnings and retains an equal‑weight rating from Barclays. Nonetheless, BTIG’s Gregory Lewis maintains a buy recommendation with a $295 price target, highlighting Bloom’s unique manufacturing capability and expanding role in powering AI data‑center growth.

Read more: https://www.cnbc.com/2026/04/29/bloom-energy-shares-rocket-higher-by-20percent-it-may-be-the-new-meme-stock.html

#BloomEnergy #Oracle #ChristineCho #GregoryLewis

US Top News and Analysis | Jim Cramer's strategy to avoid missing out on big winners

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Jim Cramer on “Mad Money” outlined a mental framework for investors to avoid missing out on high‑flying stocks, urging them to adopt discipline and re‑scale the price in their minds (e.g., viewing a $230 share as $23) so paying a modest premium feels acceptable. Using Bloom Energy as an example, he explained that committing to “red‑hot” names like Micron, AMD and Dell—driven by AI and data‑center demand—can be easier when the price is psychologically reframed, noting many investors missed out on these winners. While he still prefers to buy at better entry points, Cramer recommends selectively applying a “must‑own” mindset to a small set of high‑conviction stocks when interest rates remain stable, stressing that diversification and a steady bond market can help sustain gains from momentum stocks.

Read more: https://www.cnbc.com/2026/04/22/jim-cramers-strategy-to-avoid-missing-out-on-big-winners.html

#JimCramer #MadMoney #BloomEnergy

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Oracle Secures Bloom Energy Fuel Cells for Data Center Power

Oracle Cloud Infrastructure will use Bloom Energy fuel cells in US data centers to meet the growing power needs of AI and cloud services. This could speed up AI infrastructure deployment.

#Oracle, #BloomEnergy, #DataCenter, #AIpower, #CleanEnergy

https://newsletter.tf/oracle-bloom-energy-fuel-cells-data-centers-ai/

Oracle is adding Bloom Energy fuel cells to its US data centers. This is to help power the big increase in AI services, which need a lot of energy.

#Oracle, #BloomEnergy, #DataCenter, #AIpower, #CleanEnergy
https://newsletter.tf/oracle-bloom-energy-fuel-cells-data-centers-ai/

Ejaaz (@cryptopunk7213)

한 24세 투자자가 2.25억 달러를 12개월 내 55억 달러로 불린 뒤 블룸에너지(Bloom Energy)에 8.85억 달러 규모의 대규모 포지션을 보유했다는 내용입니다. 블룸은 AI 데이터센터용 휴대형 터빈을 전문으로 하며 이 포지션이 포트폴리오에서 큰 비중을 차지합니다.

https://x.com/cryptopunk7213/status/2028990731747049785

#bloomenergy #aiinfrastructure #investment #datacenters