Dernières nouvelles pour Bloom Energy (NYSE:BE) Stock

BLOOM ENERGY CORP- A

Bloom Energy

Bloom Energy designs, manufactures, sells, and installs solid-oxide fuel cell systems ("Energy Servers") for on-site power generation. Bloom Energy Servers are fuel-flexible and can use natural gas, biogas, and hydrogen to create 24/7 electricity for stationary applications. In 2021, the company announced plans to leverage its technology and enter the electrolyzer market. Bloom primarily sells its systems in the United States and internationally.

Truist Securities analyst Barry Jonas downgrades Golden Entertainment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDEN#NASDAQ">GDEN</a>) from Buy to Hold and lowers the price target from $36 to $34.

News

Downgrades

Price Target

Analyst Ratings

GDEN

Truist Securities Downgrades Golden Entertainment to Hold, Lowers Price Target to $34

Macro Economic Events

Politics

Global

Economics

General

iShares MSCI Israel Capped Investable Market Index Fund

ISRA

Reuters Cites U.S. Secretary Of State Says We're Very Concerned About Israeli Strikes In Syria

Trading Ideas

TDTH

Trident Digital Tech Shares Resume Trade

Truist Securities analyst Michael Roxland upgrades PotlatchDeltic (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCH#NASDAQ">PCH</a>) from Hold to Buy and raises the price target from $44 to $52.

Upgrades

Truist Securities Upgrades PotlatchDeltic to Buy, Raises Price Target to $52

Aptorum Group Shares Halted On Circuit breaker To The Upside, stock Now Up 110.3%

AUGO

Trading Halt: Halt status updated at 9:50:00 AM ET: Quotation Resumption: IPO Security - Released for Quotation

Truist Securities analyst Barry Jonas upgrades Red Rock Resorts (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRR#NASDAQ">RRR</a>) from Hold to Buy and raises the price target from $45 to $67.

Truist Securities Upgrades Red Rock Resorts to Buy, Raises Price Target to $67

Offerings

MicroCloud Hologram Inc. - Ordinary Shares

HOLO

MicroCloud Hologram Files For Mixed Shelf Of Up To $300M

Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) <a href="https://www.benzinga.com/topic/cisco" target="_blank" rel="noreferrer noopener">stock is up</a> ~14% year-to-date, gaining ~18% in the last three months. During the same period, the NASDAQ Composite Index (which includes Cisco) gained over 7% and 23%. The stock trades close to its 52-week high of $69.78.
Cisco earns most of its revenue by selling networking hardware and software—such as routers, switches and wireless devices—along with a wide range of services and software-based solutions.
Also Read: <a href="https://www.benzinga.com/news/large-cap/25/05/45405041/ciscos-partners-with-aip-in-latest-ai-push" target="_blank" rel="noreferrer noopener">Cisco&#8217;s Partners With AIP In Latest AI Push</a>
These offerings cover cloud computing, cybersecurity, mobile connectivity, collaboration tools, video and data analytics. The company also generates recurring revenue through its subscription-based services.
<h2 class="wp-block-heading">Cisco&#8217;s Growth Drivers</h2>
In February, Wall Street analysts highlighted Cisco&#8217;s <a href="https://www.benzinga.com/25/02/43708265/ciscos-ai-expansion-and-cloud-growth-drive-analyst-upgrades-and-price-hikes-citing-growth-like-extreme-juniper" target="_blank" rel="noreferrer noopener">building momentum with</a> strong AI-driven demand, upbeat guidance and solid fundamentals after its second-quarter results. Analysts, including from JPMorgan and Piper Sandler, called Cisco well-positioned to meet rising AI and networking demand across the Cloud, Enterprise and Service Provider sectors. They expect continued growth into 2026, fueled by product launches, Security and Observability momentum and Splunk synergies.
Also, in February, JPMorgan <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up" target="_blank" rel="noreferrer noopener">noted that companies</a> like Cisco and Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) must move quickly to protect their market share as Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) strengthens its control over the AI infrastructure stack. While the demand for AI networking is rising, Nvidia&#8217;s Spectrum-X is gaining traction with major customers like Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>). JP Morgan&#8217;s Samik Chatterjee expects networking players to face growing pressure as Nvidia expands its reach, especially with upcoming products like Blackwell Ultra set to push AI compute demand even higher.
In March, JPMorgan noted that Cisco and Arista are <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44218719/cisco-nvidia-arista-tackle-tariff-turmoil-whos-best-positioned" rel="noreferrer noopener">better equipped to</a> handle industry headwinds like tariffs and federal budget cuts, backed by their software-heavy business models and ability to pass on costs, giving them an edge over more commoditized hardware firms.
While federal spending slowdowns could create short-term pressure—especially for Cisco, with over 5% of revenue tied to government contracts—JPMorgan expects long-term gains as federal agencies modernize IT infrastructure. Overall, software-focused, infrastructure-driven firms like Cisco are best positioned to weather the current turbulence, according to the firm.
<h2 class="wp-block-heading">Latest Quarterly Results</h2>
On May 14, Cisco reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details" rel="noreferrer noopener">third-quarter revenue</a> of $14.15 billion (up from $12.70 billion a year ago), which beat the Street estimate of $14.08 billion.
Cisco reported a 20% Y/Y increase in product orders, or 9% growth excluding Splunk, with gains across all regions and customer segments. The company also secured over $600 million in AI infrastructure orders from webscale customers, beating its $1 billion target one quarter ahead of schedule.
Cisco sees fourth-quarter revenue of $14.5 billion-$14.7 billion, versus the $14.58 billion estimate. Cisco raised its fiscal 2025 revenue forecast from $56 billion-$56.50 billion to a new range of $56.5 billion-$56.7 billion, versus the $56.47 billion estimate.
Wall Street firms, including Rosenblatt and Goldman Sachs, noted that <a target="_blank" href="https://www.benzinga.com/news/earnings/earnings-beats/25/05/45448799/cisco-systems-posts-q3-beat-is-outperforming-arista-networks-in-the-ai-cycle-analysts-say" rel="noreferrer noopener">higher-than-expected</a> revenue from Networking and Collaboration helped offset a shortfall in Security. They also called out the company&#8217;s expanding gross margins and lighter tariff impact for the beat. The analysts highlighted Cisco&#8217;s fourth-quarter revenue guidance of $14.6 billion, which surpassed expectations. They said the company is outpacing Arista in the AI cycle by becoming more responsive to hyperscale customers.
Price Action:&nbsp;CSCO stock is up 0.13% at $67.27 premarket at the last check on Wednesday.
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Photo: Shutterstock

Tech

ANET

CSCO

MSFT

NVDA

ORCL

Cisco Is Quietly Beating The AI Hype—Should Investors Pay Closer Attention?

Trident Digital Tech Shares Halted On Circuit Breaker To The Upside, Stock Now Up 73.8%

Reuters Cites Syrian State News Agency Saying Israeli Air Strikes On Syria's Deraa

Crediting his wife and co-founder Jyoti Chaudhry for the $17 billion cybersecurity empire they built together, Zscaler (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) CEO Jay Chaudhry told CNBC in an<a href="https://www.cnbc.com/2025/06/15/billionaire-jay-chaudhrys-most-important-relationship-for-success.html?utm_campaign=trueanthem&amp;utm_content=makeit&amp;utm_medium=social&amp;utm_source=linkedin%7Cmakeit"> interview</a> last month, "Without her, none of this would've happened." The buildup began nearly 30 years ago.
<h2 class="wp-block-heading">Spouses Turn Risks Into Returns</h2>
The Chaudhrys in 1996 invested $500,000 of their savings to launch SecureIT in Atlanta. VeriSign in 1998 <a href="https://investor.verisign.com/static-files/cdde73c3-b96b-4ec2-ac92-5d8af6e09ce1">acquired</a> the company in a $69 million all-stock deal.
"She comes from a strong finance background, and I come from engineering," Chaudhry told CNBC, adding he never handled incorporation papers or payroll.
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The windfall financed three more startups—CoreHarbor, CipherTrust, and AirDefense—launched between 2000 and 2008. Motorola in 2008 <a href="https://www.rttnews.com/726486/motorola-completes-buyout-of-wlan-security-provider-airdefense-update.aspx">acquired</a> AirDefense to expand wireless-intrusion tools.
"Nothing significant gets done by an individual person," Chaudhry told CNBC.
The pair in late 2008 founded Zscaler in a Palo Alto loft, betting that cloud delivery would replace appliance firewalls. Today the platform protects <a href="https://www.zscaler.com/industries/public-sector/federal">federal agencies</a> and thousands of enterprises.
Zscaler in late May <a href="https://ir.zscaler.com/news-releases/news-release-details/zscaler-reports-third-quarter-fiscal-2025-financial-results">reported</a> that its fiscal Q3 revenue for the three months ended April 30 was $678 million, up 23% from the prior-year period. Its shares have risen 60% since the start of this year.&nbsp;
Trending: This AI-Powered Trading Platform Has 5,000+ Users, 27 Pending Patents, and a $43.97M Valuation — <a href="https://www.benzinga.com/money/finally-a-fully-automated-trading-platform-for-individual-investors?">You Can Become an Investor for Just $500.25</a>
Zscaler's March<a href="https://www.zscaler.com/blogs/security-research/threatlabz-ai-security-report-key-findings"> AI-risk brief </a>warned of a 36-fold jump in AI-related cloud traffic year over year, highlighting the rapid expansion of enterprise <a href="https://www.benzinga.com/news/25/03/44375147/smart-puppies-are-smarter-than-ai-mark-cubans-surprising-take-on-the-future-of-artificial-intelligence">AI </a>adoption and prompting heightened attention to securing emerging threat surfaces.
The Zscaler <a href="https://ir.zscaler.com/news-releases/news-release-details/zscaler-threatlabz-2025-vpn-risk-report-over-half-organizations">ThreatLabz 2025 VPN Risk Report</a>, released April 10, found that 65% of organizations plan to retire their VPNs within 12 months, while 81% aim to implement Zero Trust strategies. The report also notes that 92% of security leaders are concerned about ransomware threats stemming from VPN vulnerabilities.
<a href="https://www.forbes.com/profile/jay-chaudhry/">Forbes</a> put Chaudhry's net worth at roughly $17.8 billion. Yet personal finances remain delegated. "I'm a risk taker," he told CNBC. "She's a lot more conservative. If I get excited, I'm ready to jump; she can pull me back."
Only 18% of first-time founders ever reach profitability,<a href="https://explodingtopics.com/blog/startup-failure-stats"> Exploding Topics reported</a> last month, underscoring why Chaudhry touts balanced teams. "You want to do a great startup, get your spouse involved as a partner," he said.
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Image: Shutterstock

'Without Her, None Of This Would've Happened,' Says Billionaire Jay Chaudhry, Crediting Wife For Building His $17 Billion Cybersecurity Empire

Trident Digital Tech Holdings Ltd. (("Trident" or the "Company, NASDAQ:<a href="https://www.benzinga.com/stock/TDTH#NASDAQ">TDTH</a>), a Singapore-based catalyst for digital transformation and Web 3.0 activation, today announced that it has signed the definitive public-private partnership (PPP) agreement with the Government of the Democratic Republic of Congo ("DRC" or "Republic"). The contract paves the way for nationwide deployment of "DRCPass," the Republic's robust national digital identification system, to be rolled out in phases with an accompanying public-education campaign.
The agreement represents the capstone of the collaboration framework established in December 2024 between Trident and the Office of the President, forming the cornerstone of the DRC's e-government and digital-identity initiative. Under the accord, Trident is the Republic's exclusive provider of electronic Know Your Customer ("e-KYC") services, delivering the Web 3.0-based national digital identity.
Soon Huat Lim, Founder, Chairman, and Chief Executive Officer of Trident, and H.E. Augustin Kibassa Maliba, Minister of Posts, Telecommunications, and Digital Affairs of the Democratic Republic of Congo, at the signing event.
e-KYC technology streamlines identity verification for organizations while enhancing security. Trident's deployment will focus on four core use cases:
1.&nbsp; SIM-card registration: biometric-blockchain binding of the SIM to a verified citizen record, eradicating "ghost" lines and cutting operator-fraud losses and regulatory fines in real time.
2.&nbsp; Seamless access to e-government and business portals: with single-sign-on (SSO), Congolese can access and conduct transactions easily with public and private institutions through one log-in.
3.&nbsp; Digital payments enablement: one-click e-KYC that auto-scores risk and unlocks instant credit, driving formal financial access beyond the siloed, branch-first systems in use today.
4.&nbsp; Digital Citizen Identity: centralized and secure identity record that complements physical IDs, giving Congolese a verifiable digital credential for public and private-sector transactions.
After registering for their national ID, citizens will be able to download the "Tridentity" mobile application and enroll their DRCPass, which uses secure single-sign-on (SSO) to access authorized applications and websites.

Trident Digital Signs Public-Private Partnership With The Government Of The Democratic Republic Of Congo To Launch Nationwide Web 3.0 Digital ID System, "DRCPass"

WIIM

Tempus shares are trading higher after the company received FDA 510(k) clearance for its Tempus ECG-Low EF software.

Qualigen Therapeutics, Inc. - Common Stock

QLGN

Qualigen Therapeutics Shares Halted On Circuit Breaker To The Upside, Stock Now Up 69.1%

GrabAGun Shares Halted On Circuit Breaker To The Downside At $14.41/Share

RBC Capital analyst Craig Wong-Pan upgrades ResMed (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>) from Sector Perform to Outperform and raises the price target from $255 to $294.

RBC Capital Upgrades ResMed to Outperform, Raises Price Target to $294

Citigroup analyst Prashant Rao maintains Delek US Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DK#NYSE">DK</a>) with a Neutral and raises the price target from $15 to $30.

Citigroup Maintains Neutral on Delek US Hldgs, Raises Price Target to $30

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fcuriositystream.com%2F&amp;esheet=54291473&amp;newsitemid=20250716164395&amp;lan=en-US&amp;anchor=CuriosityStream&amp;index=1&amp;md5=29e520c5937d683c2aaac6cd29539e9d">CuriosityStream</a> Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CURI#NASDAQ">CURI</a>) or the "Company", a leading global factual entertainment media company, today announced that its Board of Directors has approved a new four-year employment agreement with President and Chief Executive Officer Clint Stinchcomb, extending his leadership through June 30, 2029.

Management

CURI

CuriosityStream Extends CEO Clint Stinchcomb's Term Through June 30, 2029

Press Releases

Bloom Energy Expands Data Center Power Agreement with Equinix Surpassing 100MW

Bloom Energy Reports Fourth Quarter and Full Year 2024 Financial Results with Record Full Year Revenues

Earnings

Chart Industries Reports Fourth Quarter and Full Year 2024 Financial Results

Expansion in Nickel Mining Market Thriving from Heightened Demand Around the Globe

Commodities

Contracts

Conagra Brands Collaborates with Bloom Energy to Utilize Fuel Cell Technology at its Ohio Production Facilities

Bloom Energy to Announce First Quarter 2025 Financial Results on April 30, 2025

Bloom Energy Reports First Quarter 2025 Financial Results

Bloom Energy Corporation Announces Exchange of a Portion of Its Existing 2.50% Green Convertible Senior Notes Due 2025 for 3.00% Green Convertible Senior Notes Due 2029

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