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Energy

Atlas Energy Solutions (NYSE:AESI) Is Buying 611 MW of Caterpillar (NYSE:CAT) Generators for AI Data Centers: Are Gas Generators the New GPUs?

Atlas Energy Solutions has laid out a two-part order with Caterpillar totaling 611 MW of natural gas generator capacity. The first tranche, 283 MW, comes with a distinctive financing wrinkle: the equipment costs are being reimbursed by the same unnamed frontier AI lab tied …

Vinay Lochav | 28 September 2026

A Mystery Frontier AI Lab Just Handed a Frac-Sand Company USD 613 Million: Is Atlas Energy Solutions (NYSE:AESI) the Next AI Power Play?

Atlas Energy Solutions told investors it had signed agreements worth roughly USD 613.5 million tied to a single frontier artificial intelligence lab, and the market reaction was immediate: shares spiked as much as 19% intraday on September 25 before settling into a still-substantial daily …

Vinay Lochav | 28 September 2026

Today Is the Deadline to Join the Bloom Energy (NYSE:BE) Class Action: What Should Shareholders Know?

Today marks the lead plaintiff deadline in a securities class action filed against Bloom Energy, a milestone publicized by the Rosen Law Firm alongside a number of other securities litigation practices. In class action procedure, the lead plaintiff deadline is the window during which …

Vinay Lochav | 28 September 2026

Bloom Energy (NYSE:BE) Bounced 8% After the Oracle (NYSE:ORCL) Scare: Is the USD 165 Billion Project Jupiter Safe?

Bloom Energy shares fell alongside Oracle's after news broke that Oracle had sent a force majeure notice tied to Project Jupiter, its massive New Mexico data center campus, raising immediate fears that the underlying fuel cell contract could be at risk. The rebound came …

Vinay Lochav | 28 September 2026

Why Oil's Slide Weighed on Energy Stocks Like Chevron (NYSE:CVX) on the Dow: Energy Lagged as Crude Slid on Strait of Hormuz Reopening Hopes

Energy was one of Friday's weakest sectors as crude fell on hopes the Strait of Hormuz could reopen, leaving Chevron (NYSE:CVX) and its peers out of step with a rallying Dow.

Nitish Kishor | 28 September 2026

How Falling Crude Dragged Exxon Mobil (NYSE:XOM) Lower

● Exxon Mobil slipped as WTI crude fell about $2.20 to around $92.41-$92.89 a barrel following a proposal to reopen the Strait of Hormuz.

Nitish Kishor | 28 September 2026

Why Devon Energy (NYSE:DVN) Tumbled on Hopes of a US-Iran Hormuz Deal

● Devon Energy shares tumbled as WTI crude fell about $2.20 to around $92.41-$92.89 a barrel on hopes of easing tension at the Strait of Hormuz.

Nitish Kishor | 28 September 2026

This NASDAQ Battery-Storage Stock Rose 5% Today Despite Light Volume

Fluence Energy (NASDAQ:FLNC) closed up 5.23% at $7.85, outperforming peers whose median gain was about 0.8%, with the stock ending near the top of its session range. The move matters because it came despite volume well below normal and follows a steep year-to-date decline, …

Vinay Lochav | 25 September 2026

SunPower (NASDAQ:SPWR) and Zeo Energy (NASDAQ:ZEO): What Could Shape Two Residential Solar Stories

Residential solar has been one of the harder corners of the energy market over the past two years. Installers have faced higher financing costs, shifting incentive rules and a wave of industry failures. SunPower Inc. (NASDAQ:SPWR) and Zeo Energy Corp. (NASDAQ:ZEO) are two Nasdaq-listed …

Vinay Lochav | 25 September 2026

This NYSE Pipeline Play Yields 7.4% and Is Coiling Tight Near Long-Term Support

MPLX (NYSE:MPLX) fell 1.4% to $57.98 as its Bollinger Band width compressed to 4.0% of price, leaving theMidstreampartnership resting just above its 200-day average. With a 7.43% distribution yield, a 12-year record of increases and oil above $100 a barrel, income investors are watching …

Vinay Lochav | 25 September 2026
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