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Read Magazine's Weekly Roundup: AWS, Anthropic, SanDisk, SK hynix, Palantir, mercury Systems, borgwarner, Vermeer and more! August 7, 2026 Here is Read Magazine's Weekly Roundup of the top news from global markets. In this fast-paced world, breaking down information helps readers grasp the nuances that follow the news. In Aerospace news this week... Interlune, a space infrastructure and resources firm, and Vermeer Corporation, a worldwide producer of heavy industrial machinery, have strengthened their strategic alliance. In Automotive news this week... BorgWarner has secured a significant extension of multiple high-volume high-voltage inverter programs with a major European automotive OEM. Discover more marketing technology In BFSI news this week... Energy Impact Partners LP, a global investment firm with over $5 billion in assets under management, announced an expanded commitment to the Nordic energy innovation. In Biotechnology news this week... ILC Dover, an Ingersoll Rand business and world leader announced the capabilities of its EZJetFlo(TM) technology, an advanced in-line powder induction and mixing system. Mercury Systems, Inc. and enterprise AI giant Palantir Technologies Inc. announced a strategic partnership to enhance factory automation and supply chain intelligence across defense manufacturing. Machine Learning & Artificial Intelligence Bloom Energy has announced an expanded partnership with MiTAC Computing Technology Corp., a manufacturer of high-performance server hardware and a subsidiary of MiTAC Holdings. Chainguard has launched the Chainguard Libraries service via AWS Security Hub Extended as a partner in the new Supply Chain category. Chainsight the high-stakes supply chain execution, AI-native consulting firm announced a strategic partnership with AI safety and model leader Anthropic. Supply Chain Management SanDisk Corporation and memory leader SK hynix Inc. announced the release of the first official High Bandwidth Flash (HBF(TM) technical specification through the Open Compute Project. Article of the week... A manufacturing ERP goes much further. It kind of integrates Material Requirements Planning, BOM, production scheduling, capacity planning, work order management, inventory control, and shop floor tracking into one linked environment. Instead of just treating production as another business process, it kind of puts manufacturing right in the middle of the operation. This means every group, procurement and warehouse teams, production managers, and even finance leaders, can use the same real time information. As a result, you get fewer delays, better coordination, and more sensible decisions across the whole factory, not just in one department. Discover more Agriculture & Forestry Supply Chain

Bloom Energy (NYSE:BE) shares down 3.8% - time to Sell? August 7, 2026 Key points. * Bloom Energy shares fell 3.8% to about $220.18 on heavy volume, reflecting continued volatility after a short-seller report and securities lawsuit allegations concerning supply-chain disclosures. * The company reported strong quarterly results, with EPS of $0.78 versus $0.39 expected and revenue up 165.5% year over year to $1.07 billion. Its expanded MiTAC partnership and addition to Zacks' "Strong Buy" list also support its AI-power growth story. * Analysts maintain a consensus "Moderate Buy" rating with a $246.18 average target, but Bloom's valuation remains elevated at roughly 294 times earnings, while insider selling and ongoing legal risks add caution. * Five stocks we like better than Bloom Energy. Bloom Energy Corporation (NYSE:BE - Get Free Report)'s share price fell 3.8% during trading on Friday. The stock traded as low as $212.20 and last traded at $220.1780. Approximately 14,757,068 shares were traded during trading, an increase of 18% from the average session volume of 12,533,529 shares. The stock had previously closed at $228.96. Key Bloom Energy news. Here are the key news stories impacting Bloom Energy this week: * Positive Sentiment: Bloom Energy announced an expanded partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces Bloom's positioning in onsite power for data centers, although financial terms were not disclosed. Bloom Energy Continues to Set the Standard for AI Onsite Power with Expanded MiTAC Partnership * Positive Sentiment: Bloom Energy was added to Zacks' Rank #1 "Strong Buy" growth-stock list, providing a favorable analyst-based signal amid the stock's sharp volatility. Best Growth Stocks to Buy for August 7th * Neutral Sentiment: Bloom is reportedly considering an expansion of its Fremont, California, advanced-manufacturing operations that could create hundreds of jobs. The move could support future capacity, but details and investment costs remain unclear. Bloom Energy eyes Fremont expansion * Negative Sentiment: Several law firms are promoting an existing securities class action covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026. The allegations reportedly center on statements that Bloom had no China supply-chain exposure while allegedly obtaining scandium through intermediaries linked to China. Investors may seek lead-plaintiff status by September 28, 2026. The repeated notices increase negative sentiment and raise potential legal, financial, and reputational risks, although the allegations have not been proven. Robbins LLP Urges BE Stockholders * Negative Sentiment: Recent commentary highlights a steep pullback over the past month following a short-seller report and the lawsuit filing, suggesting investors remain focused on supply-chain disclosures and elevated valuation risk. Is Bloom Energy Undervalued Following The Lawsuit And Short Seller Report? Analyst ratings changes. BE has been the subject of a number of analyst reports. Clear Str raised Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, July 29th. BMO Capital Markets decreased their target price on Bloom Energy from $279.00 to $227.00 and set a "market perform" rating for the company in a research report on Wednesday, July 29th. Citigroup reaffirmed a "hold" rating on shares of Bloom Energy in a research note on Thursday, July 16th. JPMorgan Chase & Co. reduced their price objective on shares of Bloom Energy from $346.00 to $314.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 29th. Finally, Morgan Stanley reaffirmed an "overweight" rating and issued a $310.00 target price on shares of Bloom Energy in a research note on Wednesday, April 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $246.18. Discover more Stock Split Calculator Financial News AI Stocks Report Bloom Energy stock performance. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The company has a market cap of $62.63 billion, a price-to-earnings ratio of 293.57, a price-to-earnings-growth ratio of 3.20 and a beta of 3.79. The stock has a 50-day moving average price of $255.43 and a 200 day moving average price of $212.11. Bloom Energy (NYSE:BE - Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. During the same period in the prior year, the business earned $0.10 EPS. Bloom Energy's revenue for the quarter was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year. Insiders place their bets. In related news, CAO Maciej Kurzymski sold 2,259 shares of the company's stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the transaction, the chief accounting officer directly owned 79,686 shares of the company's stock, valued at approximately $22,998,973.32. This represents a 2.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of the business's stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $205.58, for a total value of $3,083,700.00. Following the completion of the sale, the director owned 223,333 shares in the company, valued at approximately $45,912,798.14. This trade represents a 6.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 108,617 shares of company stock worth $30,648,609 in the last ninety days. 3.00% of the stock is owned by insiders. Institutional trading of Bloom Energy. A number of institutional investors have recently made changes to their positions in the business. MJT & Associates Financial Advisory Group Inc. increased its stake in Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company's stock valued at $34,000 after buying an additional 37 shares during the last quarter. Bogart Wealth LLC boosted its stake in shares of Bloom Energy by 725.0% during the 2nd quarter. Bogart Wealth LLC now owns 132 shares of the company's stock worth $40,000 after buying an additional 116 shares during the last quarter. Carolina Wealth Advisors LLC boosted its stake in shares of Bloom Energy by 51.7% during the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company's stock worth $41,000 after buying an additional 46 shares during the last quarter. Cape Investment Advisory Inc. bought a new position in shares of Bloom Energy in the 2nd quarter valued at about $54,000. Finally, Blue Trust Inc. increased its position in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company's stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Institutional investors own 77.04% of the company's stock. About Bloom Energy. Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime. Founded in 2001 by Dr. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Bloom Energy, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Bloom Energy wasn't on the list. While Bloom Energy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.

Bloom Energy continues to set the standard for AI onsite power with expanded MiTAC partnership. * New fuel cell microgrid will power MiTAC's AI server manufacturing campus in Fremont, increasing Bloom's total contracted capacity across two California sites * Expansion adds to Bloom's growing AI infrastructure segment, now spanning nearly two dozen customers with approximately 250 MW * Reinforces Bloom's role as the standard for both data center onsite power and AI infrastructure onsite power SAN JOSE, Calif. / Aug 06, 2026 / Business Wire / Bloom Energy (NYSE: BE), a global leader in power solutions, and MiTAC Computing Technology Corp., a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), today announced an expanded partnership, underscoring the growing role of onsite power in enabling the builders of AI infrastructure. As part of the expanded relationship, Bloom will deploy fuel cell systems for an islanded microgrid at MiTAC's AI server manufacturing campus in Fremont, California. The project builds on an existing installation at MiTAC's San Jose manufacturing facility, significantly increasing the company's overall contracted onsite power capacity. Commercial and industrial companies are beginning to face many of the same power shortage issues as AI data centers - particularly the advanced manufacturers and those in the broader AI supply chain. These organizations are turning to onsite power to bring new capacity online at AI speed because waiting for the grid is not an option. At MiTAC's Fremont campus, the Bloom fuel cell microgrid will provide power needed to support current operations while providing flexibility to expand production as demand for AI infrastructure continues to grow. "As the buildout of AI infrastructure accelerates, demand for power is growing at every layer of the ecosystem," said Aman Joshi, Chief Commercial Officer at Bloom Energy. "We're seeing that demand translate into rapid customer adoption. Today, Bloom serves nearly two dozen AI infrastructure customers with approximately 250 MW of capacity, from a running start of nearly zero in this segment just two years ago. Projects like MiTAC demonstrate that Bloom is the standard for onsite power, helping customers - from data centers to advanced manufacturers - move faster and build the infrastructure powering the AI economy." Bloom's fuel cell technology provides clean, reliable onsite power that can be deployed quickly. Because fuel cells generate electricity through an electrochemical process rather than combustion, they are well suited for locations where permitting timelines, water availability and noise considerations can limit traditional power options. Bloom Energy has already deployed hundreds of megawatts of its fuel cell technology to data centers, enabling some of the world's most critical digital infrastructure such as its announced partnerships with American Electric Power (AEP), Brookfield, Equinix, Nebius, and Oracle. About Bloom Energy Bloom Energy empowers enterprises to meet soaring energy demands and responsibly take charge of their power needs. The company's fuel cell systems provide ultra-reliable, clean, and highly scalable onsite electricity for Fortune 500 customers around the world, including data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors as well as mission-critical organizations in local communities, such as hospitals, college campuses and retailers. Headquartered in Silicon Valley, Bloom Energy employs more than 2,000 people worldwide and manufactures its systems in the United States. For more information, visit BloomEnergy.com. About MiTAC Computing MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings, delivers comprehensive, energy-efficient server solutions backed by industry expertise dating back to the 1990s. Specializing in AI, HPC, cloud, and edge computing, MiTAC Computing employs rigorous methodologies to ensure uncompromising quality - across barebones, systems, racks, and cluster levels - fully achieving performance and integration. This commitment to quality at every level sets MiTAC Computing apart in the industry. With a worldwide presence and end-to-end capabilities - from R&D and manufacturing to global support - MiTAC Computing provides agile, customized platforms for hyperscale data centers, HPC, and AI applications, ensuring optimal performance and scalability to meet unique business needs. By leveraging the latest advancements in AI and liquid cooling, and unifying the MiTAC brand with Intel DSG and TYAN server products, MiTAC Computing stands out for its innovative, efficient, and reliable server technology as well as its hardware and software integrated solutions - empowering businesses to meet future challenges. Forward-Looking Statements (Bloom Energy) This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or its future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," "will" and "would" or the negative of these words or similar terms or expressions that concern Bloom's expectations, strategy, priorities, plans or intentions. These forward-looking statements include, but are not limited to, deployment of a new fuel cell microgrid to provide additional onsite power, the ability to provide power on the required timeline and bring capacity online faster, the ability of the system to support operations and provide flexibility to expand production, and the adoption of Bloom as the standard for onsite power. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results due to a variety of factors, including, but not limited to, risks and uncertainties detailed in Bloom's SEC filings. More information on potential risks and uncertainties that may impact Bloom's business are set forth in Bloom's periodic reports filed with the SEC, including its Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 9, 2026, its Quarterly Reports on Form 10-Q for the quarter ended March 31, 2026 and June 30, 2026, filed with the SEC on April 29, 2026 and July 28, 2026, respectively, as well as subsequent reports filed with or furnished to the SEC. Bloom assumes no obligation to, and does not intend to, update any such forward-looking statements. Plug into more green stock news. Tap into the pulse of emerging green sectors every morning. Top daily headlines from clean energy, cleantech, cannabis, and sustainable transport stocks: