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Helena Cheng
Posts
Tower Semiconductor soars on solid sales guidance with $1.3 billion in silicon photonics sales contracts
The company issued record revenue guidance and secured major silicon photonics contracts, locking in $1.3 billion in revenue for 2027.
Eos Energy Enterprises soars on joint venture with Cerberus for energy storage and Q1 revenue beat
Eos Energy delivered $57 million in Q1 revenue while securing a blockbuster 2-gigawatt-hour capacity reservation deal through a newly formed joint venture with Cerberus.
T1 Energy posts much smaller-than-feared quarterly loss
Shares of the solar equipment maker are down about 6% year to date.
Waymo recalls 3,800 robotaxis after software issue leads to flood incident
The recall follows an April 20 incident in which an unoccupied Waymo drove into a flooded lane in San Antonio, prompting Waymo to review similar…
Intel reportedly nearing a packaging deal with memory giant SK Hynix
The news comes on the heels of reports that Intel has booked a chip deal with Apple.
Constellation Energy rallies as results beat estimates, with Calpine acquisition boosting growth
The finalization of its acquisition of Calpine drove massive annual growth in sales and operating earnings.
Cerebras plans to raise IPO range amid surging AI demand
The company may raise its proposed IPO range to $150-$160 a share, up from $115-$125 .
NuScale Power falls on disappointing drop in Q1 sales
The lack of financial progress has made NuScale Power more of a momentum-driven way to play the intersection of clean energy and AI infrastructure.
NuScale Power falls on disappointing drop in Q1 sales
The lack of financial progress has made NuScale Power more of a momentum-driven way to play the intersection of clean energy and AI infrastructure.
Fluence Energy keeps surging after hyperscaler supply agreements outweigh soft quarter
Analysts at JPMorgan, Canaccord, Jefferies, Goldman Sachs, and Roth Capital raised their price targets on Fluence in the wake of this news.