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Energy

GE Vernova's Gas Turbine Backlog Jumps to 116 Gigawatts as AI-Driven Grid Orders More Than Double

GE Vernova Inc. reported that its gas-turbine order backlog has climbed to 116 gigawatts, extending a rapid buildup that saw the figure at 100 gigawatts as recently as its first-quarter 2026 results in April. The company said power equipment orders have more than doubled …

Vinay Lochav | 25 September 2026

Bloom Energy and FuelCell Energy Surge as Nebius Picks Fuel Cells to Power New AI Data Center

Nebius selected Bloom Energy's fuel cell technology to power one of its AI data centers, part of a broader industry trend of hyperscalers and AI infrastructure operators seeking power sources that can be deployed faster than waiting on grid interconnection queues. The arrangement, reported …

Vinay Lochav | 25 September 2026

Fervo Energy Rises 3.8% to USD 17.35 as Cape Station Reaches First Power in Utah

Cape Station, Fervo Energy's geothermal plant in Utah, reached first power, marking the operational milestone behind the pre-market move. Fervo also received two Department of Energy awards connected with projects in Idaho and Nevada, spreading the company's reported development activity across three states. However, …

Vinay Lochav | 25 September 2026

New Fortress Energy Rises 5.3% to USD 6.42 Pre-Market as Beneficial Ownership Filing Draws Attention

New Fortress Energy Inc. rose 5.3% to USD 6.42 in pre-market trading after an initial beneficial ownership statement drew attention. No company-specific announcement or news accompanied the move, so the session reads as flow-driven, and the available data does not identify what specifically prompted …

Vinay Lochav | 25 September 2026

Atlas Energy Solutions Signs USD 340.5 Million and USD 273.0 Million Power Equipment Agreements

Atlas Energy Solutions Inc. , an oilfield services and equipment company, has its subsidiary Shackelford 1 under agreement to purchase balance-of-plant equipment for approximately USD 340.5 million for a power generation project. The agreement with Wyoming Machinery Company, doing business as Energy Solutions, was …

Vinay Lochav | 25 September 2026

Why Is Uranium Energy (NYSE American:UEC) Stock Down 6% Today?

Uranium Energy (NYSE American:UEC) shares are falling sharply today, hitting a 52-week low near $8.91 amid a broader uranium and nuclear sector selloff. Surging Treasury yields, with the 10-year note near 5.1%, its highest level since 2007, alongsideInflationworries, are pressuring growth and small-cap names …

Nitish Kishor | 24 September 2026

Why Is Sunrun (NASDAQ:RUN) Stock Down 6% Today?

Sunrun (NASDAQ:RUN) shares are sliding sharply today, tracking a broad selloff across solar and rate-sensitive renewable stocks as the 10-year Treasury yield surges to a multiyear high near 5%.

Nitish Kishor | 24 September 2026

Why Is First Solar (NASDAQ:FSLR) Stock Down 10% Today?

First Solar (NASDAQ:FSLR) shares are plunging today, hitting a fresh 52-week low as surging Treasury yields, near their highest level since 2007, spark a broad selloff across solar and other project-financing-dependent stocks.

Nitish Kishor | 24 September 2026

Why Is Denison Mines (NYSE American:DNN) Stock Down 6% Today?

Denison Mines (NYSE American:DNN) shares are extending a multi-day slide today, falling as part of a broader uranium sector selloff amid rising bond yields and inflation concerns that are pressuring risk assets and growth-oriented commodity plays more broadly. Peers across the uranium space, including …

Nitish Kishor | 24 September 2026

North Carolina Regulators Reject Duke Energy's Gas-Turbine Expansion Near an Amazon Data-Center Site

The North Carolina Utilities Commission rejected Duke Energy Corporation's proposed 255-megawatt gas turbine, priced at USD 584 million and planned near an Amazon.com, Inc. (NASDAQ:AMZN) data-center site in Person County, with multiple NPR-affiliate stations covering the decision describing it as a rare step for …

Vinay Lochav | 24 September 2026
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