Bloom Energy Rides AI Power Boom Amid Bubble Fears

5 articles I'm watching carefully

Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Bloom Energy Rides AI Power Boom Amid Bubble Fears

Bloom Energy shares have surged about 400% as AI data centers turn to its onsite fuel cells for reliable power. Bulls see strong demand and big contracts driving growth, while skeptics warn the stock’s high valuation makes it volatile if AI spending slows.

Is Oklo Stock Still Worth Buying After Its Big Run

Oklo shares surged over 260% in the past year, making the stock look expensive despite having no revenue yet. The company is developing small nuclear reactors but still faces regulatory and execution risks. Long-term believers may see upside, while short-term gains could be limited.

S&P 500 Companies Are Rotating Faster

Companies are spending less time in the S&P 500 as the index changes more often. About 20% of its stocks turn over every five years, making it hard to pick winners. Long-term gains still come as new leaders replace weaker companies.

🪙 Crypto

Top Crypto Winners of 2025 Face Uneven Path Into 2026

While Bitcoin and Ethereum fell in 2025, smaller coins surged. Gold-backed crypto and privacy coins led gains, but momentum is fading for most. Gold stablecoins look best positioned to hold value in 2026, while others face higher risk.

🌎 Global Economy

US Employers Cautious on Hiring as Economy Shifts

US job growth slowed with only modest hiring late in 2025 as employers stayed cautious, adding fewer jobs than expected while unemployment ticked lower. This reflects broader global economic caution and uneven labor market trends.

What investment is rudimentary for billionaires but ‘revolutionary’ for 70,571+ investors entering 2026?

Imagine this. You open your phone to an alert. It says, “you spent $236,000,000 more this month than you did last month.”

If you were the top bidder at Sotheby’s fall auctions, it could be reality.

Sounds crazy, right? But when the ultra-wealthy spend staggering amounts on blue-chip art, it’s not just for decoration.

The scarcity of these treasured artworks has helped drive their prices, in exceptional cases, to thin-air heights, without moving in lockstep with other asset classes.

The contemporary and post war segments have even outpaced the S&P 500 overall since 1995.*

Now, over 70,000 people have invested $1.2 billion+ across 500 iconic artworks featuring Banksy, Basquiat, Picasso, and more.

How? You don’t need Medici money to invest in multimillion dollar artworks with Masterworks.

Thousands of members have gotten annualized net returns like 14.6%, 17.6%, and 17.8% from 26 sales to date.

*Based on Masterworks data. Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd

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