$BE (+1.55%) Deal with $ORCL (-1.41%) :

https://www.datacenter-insider.de/bloom-energy-versorgt-oci-mit-brenstoffzellen-generatoren-a-442d3121b49edffba8c260bd640a65a4/

As more and more data centers will have to rely on self-supply, this is a growing business area in which we are well positioned. $BE (+1.55%) is well positioned.

$AAPL (-0.07%) Apple, Inc. (ISIN: US0378331005)

$ADBE (-1.62%) Adobe Inc (ISIN: US00724F1012)

$AES (+1.39%) AES Corp (ISIN: US00130H1059)

$AMZN (-1.27%) Amazon.com Inc (ISIN: US0231)

$APP (-0.45%) AppLovin Corp (ISIN: US03831W1080)

$AXON (-0.86%) Axon Enterprise, Inc. (ISIN: US05464C1018)

$BE (+1.55%) Bloom Energy Corp. (ISIN: US09

$CRM (+0.53%) Salesforce.com, Inc. (ISIN: US79466L3024)

$GOOGL (-0.67%) Alphabet Inc (Class A) (ISIN: US02079K3059)

$GTLS (-0.17%) Chart Industries, Inc. (ISIN: US16115Q3083)

$HUBS (+1.28%) HubSpot Inc (ISIN: US4435731009)

$JCI (-0.26%) Johnson Controls International plc (ISIN: IE00BY7QL619)

$NEE (+1.68%) NextEra Energy, Inc (ISIN: US65339F1012)

$NVDA (-0.8%) NVIDIA Corp (ISIN: US67066G1040)

$SLB (+0.09%) Schlumberger N.V. (ISIN: AN8068571086)

$SPGI (+0.87%) S&P Global Inc (ISIN: US78409V1044)

$TSLA (-2.01%) Tesla Inc (ISIN: US88160R1

$TT (-0.08%) Trane Technologies PLC (ISIN: IE00BK9ZQ967)

$$VRTX (-1.28%) Vertex Pharmaceuticals Inc (ISIN: US92532F1003)

$VERTEX Vertex, Inc (ISIN: US92538J1060)

$VST (-0.3%) Vistra Corp (ISIN: US92840M1027)

$WIX (-1.62%) Wix.com Ltd (ISIN: IL0011301780)

Morgan Stanley expects these companies to benefit greatly from the global trend towards AI integration, whether through leading chips such as NVIDIA, cloud and software solutions such as Amazon, Alphabet or Salesforce, or specialized applications in energy, industry and biotechnology. With tech giants expected to invest almost 400 billion US dollars by 2026, demand in many of these segments could explode. But while the list reads impressively, there is still the intriguing question of who will ultimately benefit not only from the hype, but also from the sustainable use of this technology.

Source: Boerse-Online (Morgan Stanley report on AI-related stocks)

Image material: Techa Tungateja/iStockphoto

⚠ Only for trading fans - otherwise keep scrolling 😅

$BE (+1.55%) as a day trade - nicely caught on the rise - as always after VWAP of the session

$VER (+0.88%) as a swing trade with planned TP from 65€+

Edit: $BE (+1.55%) has just been closed. $VER (+0.88%) continues with an OCO order of 100 shares (62.50€ / 67.40€)

Edit2: $VER (+0.88%) triggered the limit order during my vacation as planned and is also out again 💰

#trading
#daytrading

The audience was able to gain a deep insight into the strategy, financial performance and future plans of Bloom Energy ($BE (+1.55%) ).

Bloom Energy is engaged in the manufacture and installation of a solid oxide fuel cell based power generation platform. Their product, the Bloom Energy Server, converts conventional low-pressure natural gas or biogas into electricity through an electrochemical process without combustion.

CEO Sridhar began by talking about a paradigm shift in the energy industry. Demand is increasing rapidly, driven by AI, robotics, automation and the electrification of transportation. He emphasized that Bloom Energy has been prepared for this development for 24 years and offers reliable, decentralized power supply as a supplement to the central grid. The flexible solid oxide platform is the best way to convert molecular fuels into electricity.

Sridhar praised the team for the record sales and profits in the fourth quarter and full year 20244, highlighting the positive operating results for the year, positive cash flow from operations of $92 million and continued double-digit cost reductions.

Sridhar emphasized Bloom Energy's ability to deliver reliable double-digit megawatt performance within months of the order. reliable power in the double-digit megawatt range within a few within a few months of ordering. This is a huge competitive advantage. He also spoke about the heat and carbon capture solutions as valuable additions to the core business. I found his comments on AI and data centerswhich he sees as a strong growth driver.

In addition to the data center segment, Sridhar highlighted the growing importance of the C&I market market. Companies in the telecommunications, retail, manufacturing, education and healthcare sectors are proactively securing their own power supply. It is pleasing to note that a large proportion of US sales are to existing customers customers. Bloom Energy is also working with innovative utilities and has won contracts in Ohio and Illinois. Internationally, South Korea remains an important market.

Dan Berenbaum followed on from Sridhar's comments and also thanked the team for their outstanding performance. outstanding performance. He emphasized three points:

• Positive free cash flow for the full year (first time since 2019)
• Record gross profit margin of 28.7% for the full year
• The service division was profitable in all four quarters

Q4 2024 results

• Record quarterly revenue of USD 572 million (an increase of 60% compared to the previous year)
• Non-GAAP gross profit margin of 39.3%
• Non-GAAP operating profit of 133 million US dollars

Berenbaum spoke about the potential of the company and the important key figures for managing the business. He mentioned a product order backlog of 2.5 billion US dollars and a service order backlog of 9 billion US dollars. Management is focused on revenue growth, product revenue growth, non-GAAP gross and operating profit margin and cash flow from operations.

Following the presentation, analysts asked questions. Here is a summary of the key points:

Andrew Percoco (Morgan Stanley) asked about further agreements with major utilities. Sridhar confirmed that discussions are ongoing with several utilities. The limiting factor is the structure of the agreements between the utilities and the states. Percoco also asked about the financing of growth. Sridhar emphasized Bloom Energy's capital efficiency and ability to generate further growth with existing assets.

Christopher Dendrinos (RBC) asked about the breakdown of backlog by AI, C&I and other sectors. Dan Berenbaum did not provide specific numbers, but noted the strong business momentum and the growing importance of time-to-power requests.

Colin Rusch (Oppenheimer) asked about the impact of tariffs on margins. Sridhar emphasized that cost reduction is in Bloom Energy's DNA and the company is actively seeking to diversify its supply chains.

Manav Gupta (UBS) asked whether DeepSeek's announcements will have an impact on demand for data center power. Sridhar answered in the negative and emphasized that demand continues to grow. He referred to the enormous power requirements of new chips and the importance of a fast power supply.

Kashy Harrison (Piper Sandler) asked about the competitive landscape and how Bloom Energy differs from other on-site power providers. Sridhar emphasized that the market is big enough for everyone and Bloom Energy is focused on time-to-power and reliable solutions.

In conclusion, Bloom Energy has had a strong 2024 and is optimistic about the future. optimistic about the future optimistic about the future. The company is benefiting from the increasing demand for reliable and decentralized electricity supplyespecially in the area of AI and data centers.

I am impressed by the strategy, strong execution and growth potential of Bloom Energy. of Bloom Energy. The company appears to be well positioned to capitalize on current trends in the energy industry and make a significant contribution to decarbonization. make a significant contribution to decarbonization. decarbonization.

Semiconductor stocks and electricity shares are falling today because of the Deepseek panic. This panic is probably exaggerated. We'll talk about it in tonight's podcast. So be sure to subscribe to the podcast: https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa

Semiconductors:

-12% Broadcom $AVGO (-0.51%)

-12% TSMC $2330
$TSM (+1.22%)

-11% Nvidia $NVDA (-0.8%)

-11% BE Semiconductor $SMH (-0.58%)

-11% ARM Holdings $ARM (+0.31%)

-11% ASML $ASML (-0.29%)

-9% Dell $DELL
$DELL (-4.59%)

-9% Micron $MU (+2.16%)

-6% AMD $AMD (-3.56%)

-5% KLA $KLAC (-2.65%)

Power stocks:

-20% Siemens Energy $ENR (-2.17%)

-15% Bloom Energy $BE (+1.55%)

-14% GE Vernova $GEV (-2.13%)

-13% Vistra $VST (-0.3%)

-11% Schneider Electric $SCHNEIDER

#deepseek
#openai
#ai
#ki
#china
#podcast
#spotify
$SPOT (-3.82%)
#semiconductor
#halbleiter

Bloom Energy share: Completely under power $BE (+1.55%)

The Bloom Energy share went through the roof in November. By Thursday, the shares of the US fuel cell manufacturer had risen by over 30 percent. On Friday, there was then a huge explosion in the share price, with the hydrogen company shooting up by a further 55%. What is behind Bloom Energy's brilliant share price rally?

A strong earnings performance...

Two things at once: a strong earnings performance and new major orders. But first things first:

A few days ago, Bloom Energy presented its quarterly figures and delivered a very pleasing earnings performance. The fuel cell manufacturer still reported a quarterly loss of just under US$ -15 million. But this represents a huge improvement compared to a loss of US$ -170 million in the same period of the previous year.

The main driver behind the massive reduction in the loss was the significant increase in the gross margin. It climbed from -1.3% in the previous year to currently 23.8%.

Equally positive is the confirmation of the annual forecast. Bloom Energy expects total sales of between USD 1.4 and 1.6 billion and an operating profit of USD 75 to 100 million in 2024.

The company only missed the mark in terms of turnover. In the past quarter, revenue fell by 18% compared to the previous year to USD 330 million.

...and new record orders

Investors should be able to cope well with the decline in turnover in the last quarter, as Bloom Energy has been able to come up with two new major orders in the last few days. The hydrogen company was commissioned by the South Korean energy supplier SK Eternix to supply fuel cells with a total output of 80 megawatts.

However, the big bombshell hit on Friday and caused the aforementioned share price explosion. Bloom Energy announced that it had signed a supply contract with the US energy supplier American Electric Power for fuel cells with a total output of up to 1 gigawatt. This is the largest commercial order for fuel cells on the global market to date.

AEP's first order under this framework agreement is for fuel cells with an output of over 100 megawatts. The cells from Bloom Energy are to be used to supply energy to AI data centers. They can be operated with both pure hydrogen and a mixture of hydrogen and natural gas.

https://www.sharedeals.de/bloom-energy-aktie-voellig-unter-strom/#gref

07/17/2024 +++ adidas raises annual forecast +++ Bloom Energie with new partnership +++ ASML with higher order intake +++

adidas
$ADS (+0.5%) today announced preliminary financial results for the second quarter 2024. In the second quarter, currency-neutral sales were up 11% versus the prior year. In euro terms, the company's revenues increased 9% to € 5.822 billion (2023: € 5.343 billion). Excluding Yeezy sales in both years, sales growth in the second quarter amounted to 16% on a currency-adjusted basis.

Bloom Energy
$BE (+1.55%) rose 11.9% in after-hours trading on Tuesday after the company announced that it had entered into a partnership to deploy its fuel cells to generate on-site power for CoreWeave at a high-performance data center in Illinois.

ASML $ASML (-0.29%) increases order intake more than expected - targets confirmed

In the three months to the end of June, ASML collected new orders worth almost 5.6 billion euros. This was announced by the Group on Wednesday in Veldhofen. In the first quarter, incoming orders amounted to 3.6 billion euros. Experts had expected a recovery, but on average had predicted an increase to 4.4 billion euros. ASML is the most valuable company in the eurozone with a market capitalization of just over 390 billion euros.

Wednesday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Pernod Ricard EUR 2.35

Quarterly figures / company dates USA / Asia

00:30 BHP Group Ltd Production Report 4Q

12:45 Johnson & Johnson Quarterly figures

12:45 First Horizon quarterly figures

13:30 Ally Financial quarterly figures

22:05 United Airlines Quarterly Figures

22:10 Alcoa quarterly figures

Untimed: U.S. Bancorp quarterly figures

Quarterly figures / Company dates Europe

07:00 ASML Quarterly figures

07:00 Hypoport Key operating figures 2Q

11:00 Adler Group Extraordinary General Meeting

Untimed: Nel ASA quarterly figures

Economic data

• 08:00 DE: Manufacturing orders on hand and order backlog May
• 08:00 UK: Producer prices June output basis | Consumer prices June PROGNOSE: +0.1% yoy/+1.9% yoy previous: +0.3% yoy/+2.0% yoy Core PROGNOSE: +0.2% yoy/+3.4% yoy previous: +0.5% yoy/+3.5% yoy
• 11:00 EU: Consumer Prices June Eurozone PROGNOSE: +0.2% yoy/+2.5% yoy PREVIEW: +0.2% yoy/+2.5% yoy PREVIEW: +0.2% yoy/+2.6% yoy CORE RATE PROGNOSE: +0.3% yoy/+2.9% yoy PREVIEW: +0.3% yoy/+2.9% yoy PREVIEW: +0.4% yoy/+2.9% yoy
• 14:30 US: Housing Starts/Permits June Housing Starts PROGNOSE: +1.8% yoy previous: -5.5% yoy Building Permits PROGNOSE: +1.0% yoy previous: -3.8% yoy
• 15:15 US: Industrial Production and Capacity Utilization June Industrial Production PROGNOSE: +0.3% yoy previous: +0.9% yoy Capacity utilization PROGNOSE: 78.5% previous: 78.7%
• 20:00 US: Fed, Beige Book

Trade

Actually a nice breakout setup, my price target was also reached quite quickly. Unfortunately, I then got greedy and gambled on an even longer run, the chart no longer looks bullish, so I sold.

https://www.tradingview.com/x/LLkq9bzZ/