Fluence Energy, Inc.

Key Points
Ford Motor Company is repurposing its manufacturing facility to produce battery energy storage systems.
FuelCell Energy notes that 90% of its growing sales pipeline is related to data centers.
Fluence Energy has partnered with Nvidia to integrate its battery technology into Nvidia's AI factories.
The artificial intelligence (AI) infrastructure build-out is booming, with hyperscalers devoting up to $700 billion in capital expenditures this year to build data centers. The AI gold rush has created significant distortions across industries, including memory chips and power solutions.
Technology companies are scrambling to secure reliable energy for their growing data center footprints, and more are exploring creative solutions to bypass the slow timelines for power-grid interconnection.
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If you're looking to capitalize on the power crunch for hyperscaler data center spending, here are three under-the-radar AI energy stocks to consider right now.
Ford is repurposing its EV facility to make battery energy storage systems
Ford Motor Company (NYSE: F) is leveraging its electric vehicle infrastructure to pivot toward battery energy solutions for hyperscalers and other customers. Through its newly announced subsidiary, Ford Energy, the company is reworking its multibillion-dollar manufacturing facility in Kentucky to produce the Ford Energy DC Block, a containerized battery energy storage system (BESS) that aims to provide reliable power to utilities, data centers, and industrial facilities.
Because AI workloads place significant strain on the energy grid, they require dispatchable backup power to manage peak-demand ramp-ups. Ford's pivot to BESS could help address these challenges faced by AI data centers, and it recently secured a five-year framework agreement to supply up to 20 gigawatt-hours of BESS capacity to EDF Renewables.
Utility providers could benefit from Ford's battery systems because they can buy and store power when electricity rates are low and then discharge it back into the grid during peak demand. And because Ford's batteries use lithium iron phosphate (LFP), they can respond quickly and instantly balance grid frequency and shift peak energy loads over their 20-year lifespan.
In the coming years, investors will want to see Ford's execution on its non-automotive battery business. The company will retool its facility over the next year and aims to ship out its first utility DC blocks by late 2027. After that, it aims to deploy up to 20 GWh of grid storage annually to meet the booming electrical demands.
FuelCell Energy looks to data centers to rejuvenate its business
FuelCell Energy (NASDAQ: FCEL) has developed stationary fuel cell platforms for decades. Its fuel cells use molten carbonate to electrochemically convert cleaner-burning fuels, such as hydrogen or biogas, into electricity. Its fuel cells provide baseload energy, consistently producing power, unlike intermittent renewables like wind or solar.
The AI spending supercycle has been a boon for FuelCell's commercial pipeline. Data center customers account for nearly 90% of its 4-gigawatt sales pipeline. FuelCell's 12.5-megawatt fuel-cell power block provides continuous, uninterrupted on-site power for hyperscalers, allowing them to bypass power grids entirely with private, on-site energy generation.
In the second quarter, the company's 4 GW sales pipeline grew 267% compared to the first quarter. One thing investors must bear in mind is that these are ongoing discussions and contract negotiations, and not finalized sales agreements. To meet this demand, the company is looking to increase its annual production rate capacity at its Connecticut facility to 500 megawatts (MW), which will cost it between $200 million and $275 million over the next two years.
Through the first six months of the year, the company has incurred a $104 million loss from operations. Not only that, but the company has significantly diluted shareholders' equity in recent years to expand. FuelCell's push into data centers could give it a much-needed boost after years of unprofitable operations, but investors should understand that this is a high-risk, high-reward stock and size their position accordingly.
Fluence Energy recently partnered with Nvidia to power its "AI factories"
Fluence Energy (NASDAQ: FLNC) emerged as a joint venture between industrial titan Siemens and global energy company AES. The company provides modular, utility-scale battery storage hardware, such as its Smartstack platform, which integrates its internally developed software to eliminate complex manual workloads and reduce battery maintenance downtime.
The company made headlines in early June when it announced a partnership with Nvidia to integrate its energy storage systems into Nvidia's "AI factories." Fluence's Smartstack platform will provide system management for sensitive AI servers, including things like active monitoring and voltage stabilization. Like Ford and FuelCell, it can help hyperscalers power their data centers faster with its quick-to-deploy systems.
Competition in the space is heating up, and Fluence faces competition from other battery platforms, including Tesla and other entrants. However, the company benefits from partnering with Nvidia, where its systems are custom-built for Nvidia's high-density Vera Rubin NVL72 rack-scale AI supercomputers. Investing in the stock comes with risks related to scaling up, but the upside potential from its Nvidia partnership makes the stock worth taking a chance on for investors with a long-term outlook.
Should you buy stock in Ford Motor Company right now?
Before you buy stock in Ford Motor Company, consider this:
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $418,761!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,195,804!*
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Courtney Carlsen has positions in Fluence Energy, Ford Motor Company, FuelCell Energy, and Nvidia. The Motley Fool has positions in and recommends Fluence Energy, Nvidia, and Tesla. The Motley Fool recommends Siemens Energy Ag. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Under-the-Radar AI Energy Stocks to Buy Right Now

For Immediate Release
Chicago, IL – June 2, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, HubSpot HUBS, Fluence Energy FLNC, CoreWeave CRWV and Taiwan Semiconductor TSM
The 3 Stocks Riding NVIDIA's Massive Vera Rubin Rollout
NVIDIA is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has Arrived
A few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot as evidence.
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI
According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to Watch
Below are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
AI cloud provider CoreWeave completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
As always, Taiwan Semiconductor will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: NVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan

GTC Taiwan
NVIDIA (NVDA) is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has Arrived
A few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot (HUBS) as evidence.
Image Source: NVIDIA
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI
According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to Watch
Below are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy (FLNC) is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
Image Source: TradingView
AI cloud provider CoreWeave (CRWV) completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
Image Source: Zacks Investment Research
As always, Taiwan Semiconductor (TSM) will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
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Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The 3 Stocks Riding NVIDIA's Massive Vera Rubin Rollout

Key Points
GE Vernova is seeing robust demand for its gas turbines from hyperscalers.
BWX Technologies develops crucial components for nuclear power plants and is the sole provider of nuclear fuel for the U.S. Navy.
Fluence Energy's energy storage solutions help deliver reliable power to complement intermittent wind and solar energy.
Industrial companies form the backbone of the U.S. economy. That's even more true as the U.S. ramps up data center construction. The artificial intelligence (AI) revolution is driving a massive demand for infrastructure and energy, making this sector more important than ever.
In addition to the AI-driven growth, the U.S. government is encouraging greater investment in domestic manufacturing, seeking to reduce reliance on foreign energy sources. It's also significantly increasing defense and aerospace spending, providing a powerful backdrop for industrial operators.
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If you're a long-term investor looking to capitalize on these strong tailwinds, three industrial stocks stand out today: GE Vernova (NYSE: GEV), BWX Technologies (NYSE: BWXT), and Fluence Energy (NASDAQ: FLNC). Here's why.
1. Robust demand for energy from data centers has been a powerful tailwind for GE Vernova
When it comes to powering the next generation of AI data centers, GE Vernova is emerging as a massive winner. The company spun off from General Electric (now GE Aerospace) in 2024, and it specializes in designing, manufacturing, and servicing energy solutions for power, grid reliability, and renewable energy. As a global leader in electric power infrastructure, its technology provides roughly 25% of the world's electricity.
GE Vernova benefits massively from the growing demand from hyperscalers for its power solutions, notably its gas turbines. These are particularly appealing to data center operators because they allow them to bring their own power and avoid straining the power grid, which is becoming a more contentious issue as more data centers go online and consumers' power bills rise.
GE Vernova's backlog exceeds $163 billion across its power and electrification segments, and its gas turbine queue is over 100 gigawatts (GW). Its backlog represents long-term contracts and reservation agreements, and its capacity is sold out for years as hyperscalers pay an up-front premium to reserve slots years in advance.
One caution for GE Vernova is that its valuation is elevated. The stock has surged 126% over the past year and is priced at 35.5 times its projected 2026 earnings per share (EPS) of $29.21. The high valuation exposes it to volatility but also reflects strong growth prospects. Analysts covering the company project EPS could surge to $44.49 by 2029, representing a four-year compound annual growth rate of 25%.
The stock isn't cheap, but the company continues to see robust demand for its products well into the future. Its gas turbine business is crushing it, and the company also has a longer-term upside from its development of small modular nuclear reactors. As AI data centers continue to grow, GE Vernova is a stock that can ride this wave higher.
2. Growing support for nuclear energy provides a strong backdrop for BWX Technologies
Nuclear is one source of energy that could help meet the growing demand for electricity with no carbon emissions. Nuclear energy is regaining favor, and the U.S. aims to aggressively quadruple its nuclear capacity by 2050. An expansion this large would require massive investment and a huge build-out of nuclear energy infrastructure and its components.
That's where BWX Technologies has its growth opportunity. The company doesn't mine uranium or own nuclear power plants. But it does provide specialized, complex, high-precision equipment used in nuclear reactors, including steam generators, reactor pressure vessels, and piping.
While the nuclear energy build-out provides upside for BWX, the company also generates a steady revenue stream from its role as the sole nuclear fuel provider to the U.S. Navy. For over 70 years, the company, through its subsidiary Nuclear Fuel Services, has been the exclusive supplier for Navy aircraft carriers and submarines. Because of the complexity and sensitivity of military-grade reactor cores, it's difficult to knock BWX off its perch, giving the company a robust competitive advantage.
BWX Technologies has a resilient backlog that will provide cash flow for years to come. The company is also expanding into the small modular reactor (SMR) market, uranium enrichment, and medical isotopes, providing multiple avenues for growth. For investors bullish on the future nuclear energy expansion, BWX Technologies is another excellent industrial stock to own today.
3. Demand from data centers for reliable energy should give Fluence Energy a boost
Building on the theme of data center power demands, Fluence Energy operates at the intersection of renewable energy and reliable power solutions. The company provides grid-scale energy storage solutions (batteries) that help stabilize the electric grid and ensure reliable energy flow alongside intermittent wind and solar energy.
Investors have viewed Fluence as a utility-scale clean energy provider, but it is increasingly seen as a solutions provider for hyperscalers facing grid capacity bottlenecks. To meet this demand, Fluence is developing dedicated battery systems to help keep data centers online and will earn revenue through a mix of product sales from its energy solutions and service fees for managing, maintaining, and supporting its batteries over the long term.
The company has consistently lost money since its 2021 initial public offering (IPO), but that could change with the surging demand from hyperscalers. The company's total order backlog is a record $5.6 billion, and earlier this month, it secured master supply agreements with two hyperscalers. With momentum building for its energy solutions, Fluence Energy is another industrial energy stock to own as it benefits from AI tailwinds going forward.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $472,852!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,317,207!*
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*Stock Advisor returns as of May 27, 2026.
Courtney Carlsen has positions in GE Vernova. The Motley Fool has positions in and recommends BWX Technologies, Fluence Energy, and GE Vernova. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Best 3 Industrial Energy Stocks to Buy and Hold for Decades

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.35%. June E-mini S&P futures (ESM26) rose +0.79%, and June E-mini Nasdaq futures (NQM26) rose +2.37%.
Stock indexes settled higher on Friday, with the S&P 500 and Nasdaq 100 posting new record highs. Chipmaker and AI-infrastructure stocks led the overall market higher on Friday, offsetting concerns about the Iran war. Stronger-than-expected corporate earnings are pushing stocks higher. Weakness in software stocks on Friday weighed on the Dow Jones Industrial Average.
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Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward. Stocks rallied on Friday despite a larger-than-expected decline in US consumer sentiment to a record low.
US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations.
US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y.
The University of Michigan’s US May consumer sentiment index fell -1.6 to a record low of 48.2 (data from 1978), weaker than expectations of 49.5.
The University of Michigan US May 1-year inflation expectations rate unexpectedly eased to +4.5% from +4.7% in Apr, weaker than expectations of an increase to 4.8%. The May 5-10 year inflation expectations rate unexpectedly eased to +3.4%, weaker than expectations of no change at +3.5%.
In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker on Friday in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other military assets in Iran that were responsible for attacking three US Navy destroyers transiting the Strait of Hormuz. The US is awaiting a response from Iran on a proposed deal to reopen the strait, and President Trump has threatened intense strikes if Iran refuses the deal.
WTI crude oil prices (CLM26) moved higher on Friday amid a report that Iran seized an oil tanker in the Strait of Hormuz for “violations.” Crude also has support from a report that said the US is looking to restart military operations as soon as next week to guide commercial ships through the Strait of Hormuz with naval and air support. The strait remains essentially closed, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, with the drawdown potentially reaching 1 billion bbl by June.
The markets are discounting a 6% chance of a -25 bp FOMC rate cut at the next FOMC meeting on June 16-17.
Earnings reports thus far in this reporting season have been supportive of stocks. As of Friday, 83% of the 446 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets settled lower on Friday. The Euro Stoxx 50 closed down -1.02%. China's Shanghai Composite fell from a 2-month high and closed unchanged. Japan's Nikkei Stock Average closed down by -0.19%.
Interest Rates
June 10-year T-notes (ZNM6) on Friday closed up +7.5 ticks. The 10-year T-note yield fell -2.1 bp to 4.365%. T-notes moved higher on Friday amid an increase in safe-haven demand after Iran seized an oil tanker in the Strait of Hormuz and US forces attacked missile and drone launch sites in Iran that were responsible for attacking three US Navy destroyers transiting the Strait of Hormuz. T-notes added to their gains on Friday after US consumer sentiment fell more than expected to a record low, and inflation expectations eased.
Friday’s US unemployment report was mixed for T-notes. Weaker-than-expected April hourly earnings suggested slack wage pressures and were supportive of T-notes. However, gains in T-notes were limited after April nonfarm payrolls rose more than expected.
European government bond yields are lower today. The 10-year German Bund yield rose +0.2 bp to 3.005%. The 10-year UK gilt yield fell to a 2-week low of 4.864% and finished down -3.6 bp to 4.912%.
German Mar industrial production unexpectedly fell by -0.7% m/m, weaker than expectations of a +0.4% m/m increase.
German trade news was better than expected, with Mar exports rising +0.5% m/m versus expectations of -1.5% m/m. Also, Mar imports rose +5.1% m/m, stronger than expectations of +0.5% m/m and the biggest increase in 2.75 years.
ECB Vice President Luis de Guindos said the most important determinant for interest rates at the ECB's June meeting will be "whether Hormuz is reopened or not."
ECB Executive Board member Isabel Schnabel said, "If the energy-price shock broadens, monetary policy will need to tighten to contain the risk of second-round effects threatening medium-term price stability."
ECB Governing Council member and Bundesbank President Joachim Nagel said the ECB is "highly vigilant" about rising inflation risks from the Iran war and will act as needed to prevent higher energy costs from spilling over into broader prices.
Swaps are discounting a 79% chance of a +25 bp ECB rate hike at its next policy meeting on June 11.
US Stock Movers
Chipmakers and AI-infrastructure stocks moved higher on Friday to lift the overall market. Sandisk (SNDK) closed up more than +15% to lead gainers in the Nasdaq 100, and Micron Technology (MU) closed up more than +14%. Also, Intel (INTC) closed up more than +13%, and Advanced Micro Devices (AMD) closed up more than +10%. In addition, Qualcomm (QCOM) closed up more than +8%, and Applied Materials (AMAT), KLA Corp (KLAC), and Marvell Technology (MRVL) closed up more than +5%. Finally, ASML Holding NV (ASML) closed up more than +4%, and Lam Research (LRCX), Broadcom (AVGO), and Western Digital (WDC) closed up more than +2%.
Mining stocks moved higher on Friday as gold, silver, and copper prices rallied. Anglogold Ashanti (AU) closed up more than +7%, and Southern Copper (SCCO) and Barrick Mining (B) closed up more than +3%. Also, Coeur Mining (CDE), Hecla Mining (HL), and Newmont Corp (NEM) closed up more than +2%, and Freeport McMoRan (FCX) closed up more than +1%.
Software stocks were on the defensive on Friday, limiting gains in the broader market. Salesforce (CRM), Autodesk (ADSK), Workday (WDAY), ServiceNow (NOW), and Intuit (INTU) closed down more than -2%. Also, Adobe (ADBE) and Microsoft (MSFT) closed down more than -1%.
Fluence Energy (FLNC) closed up more than +27% after Roth Capital Partners upgraded the stock to buy from neutral with a price target of $26.
Akamai Technologies (AKAM) closed up more than +26% to lead gainers in the S&P 500 after raising its full-year revenue forecast to $4.45 billion to $4.55 billion, the midpoint above the consensus of $4.47 billion, and announcing that an AI model provider had committed $1.8 billion over seven years for its Cloud Infrastructure Services.
Monster Beverage (MNST) closed up more than +13% after reporting Q1 net sales of $2.35 billion, better than the consensus of $2.15 billion.
Corpay (CPAY) closed up more than +12% after reporting Q1 revenue of $1.26 billion, above the consensus of $1.21 billion, and raising its full-year revenue estimate to $5.25 billion to $5.33 billion from a previous estimate of %5.22 billion to $5.32 billion.
Iren Ltd (IREN) closed up more than +8% after announcing that it signed a five-year $3.4 billion AI Cloud contract with Nvidia.
Block (XYZ) closed up more than +7% after reporting a Q1 adjusted EPS of 85 cents, stronger than the consensus of 67 cents, and raising its full-year profit forecast to $12.33 billion from a previous estimate of $12.20 billion, above the consensus of $12.15 billion.
Wendy’s (WEN) closed up more than +5% after reporting Q1 revenue of $540.6 million, stronger than the consensus of $517.7.
Cloudflare (NET) closed down more than -23% after it forecast Q2 revenue of $664 million to $665 million, below the consensus of $666.1 million.
HubSpot (HUBS) closed down more than -18% after forecasting Q2 revenue of $897 million to $898 million, weaker than the consensus of $899.4 million.
Mettler-Toledo International (MTD) closed down more than -14% to lead losers in the S&P 500 after forecasting Q2 adjusted EPS of $10.70 to $10.84, below the consensus of $10.94.
MercadoLibre (MELI) closed down more than -12% to lead losers in the Nasdaq 100 after reporting Q1 EPS of $8.23, weaker than the consensus of $8.51.
CoreWeave (CRWV) closed down more than -11% after reporting a Q1 loss per share of -$1.40, wider than the consensus of -$1.20 pe share.
Expedia Group (EXPE) closed down more than -9% after forecasting Q2 gross bookings of $32.5 billion to $33.1 billion, the midpoint below the consensus of $33.0 billion.
Fidelity National Information (FIS) closed down more than -7% after forecasting Q2 adjusted EPS of $1.45 to $1.49, the midpoint below the consensus of $1.49.
Earnings Reports(5/11/2026)
AECOM (ACM), Amentum Holdings Inc (AMTM), AST SpaceMobile Inc (ASTS), Certara Inc (CERT), Circle Internet Group Inc (CRCL), Constellation Energy Corp (CEG), Figure Technology Solutions Inc (FIGR), Fox Corp (FOXA), Halozyme Therapeutics Inc (HALO), Mosaic Co/The (MOS), Ovintiv Inc (OVV), Simon Property Group Inc (SPG), STERIS PLC (STE), ZoomInfo Technologies Inc (GTM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Finish Higher on Solid Earnings and a Resilient Labor Market

The S&P 500 Index ($SPX) (SPY) today is up +0.79%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.14%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.74%. June E-mini S&P futures (ESM26) are up +0.77%, and June E-mini Nasdaq futures (NQM26) are up +1.72%.
Stock indexes are moving higher today, with the S&P 500 and Nasdaq 100 posting new record highs. Chipmaker and AI-infrastructure stocks are leading the overall market higher today, offsetting Iran war concerns. Stronger-than-expected corporate earnings are pushing stocks higher. Weakness in software stocks is limiting gains in the Dow Jones Industrial Average.
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Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward. Stocks are climbing today despite a larger-than-expected decline in US consumer sentiment to a record low.
US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations.
US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y.
The University of Michigan’s US May consumer sentiment index fell -1.6 to a record low of 48.2 (data from 1978), weaker than expectations of 49.5.
The University of Michigan US May 1-year inflation expectations rate unexpectedly eased to +4.5% from +4.7% in Apr, weaker than expectations of an increase to 4.8%. The May 5-10 year inflation expectations rate unexpectedly eased to +3.4%, weaker than expectations of no change at +3.5%.
In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker today in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other military assets in Iran that were responsible for attacking three US Navy destroyers transiting the Strait of Hormuz. The US is awaiting a response from Iran on a proposed deal to reopen the strait, and President Trump has threatened intense strikes if Iran refuses the deal.
WTI crude oil prices (CLM26) are up slightly today amid a report that Iran seized an oil tanker in the Strait of Hormuz for “violations.” Crude also has support from a report that said the US is looking to restart military operations as soon as next week to guide commercial ships through the Strait of Hormuz with naval and air support. The strait remains essentially closed, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, with the drawdown potentially reaching 1 billion bbl by June.
The markets are discounting a 6% chance of a -25 bp FOMC rate cut at the next FOMC meeting on June 16-17.
Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 84% of the 425 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets are lower today. The Euro Stoxx 50 is down -0.81%. China's Shanghai Composite fell from a 2-month high and closed unchanged. Japan's Nikkei Stock Average closed down by -0.19%.
Interest Rates
June 10-year T-notes (ZNM6) today are up +9 ticks. The 10-year T-note yield is down -3.3 bp to 4.353%. T-notes are moving higher today on an increase in safe-haven demand after Iran seized an oil tanker today in the Strait of Hormuz and US forces attacked missile and drone launch sites and other military assets in Iran that were responsible for attacking three US Navy destroyers transiting the Strait of Hormuz. T-notes added to their gains today after US consumer sentiment fell more than expected to a record low, and inflation expectations eased.
Today’s US unemployment report was mixed for T-notes. Weaker-than-expected April hourly earnings suggested slack wage pressures and were supportive of T-notes. However, gains in T-notes were limited after April nonfarm payrolls rose more than expected.
European government bond yields are lower today. The 10-year German Bund yield is down -0.7 bp to 2.996%. The 10-year UK gilt yield fell to a 2-week low of 4.864% and is down -6.0 bp to 4.888%.
German Mar industrial production unexpectedly fell by -0.7% m/m, weaker than expectations of a +0.4% m/m increase.
German trade news was better than expected, with Mar exports rising +0.5% m/m versus expectations of -1.5% m/m. Also, Mar imports rose +5.1% m/m, stronger than expectations of +0.5% m/m and the biggest increase in 2.75 years.
ECB Vice President Luis de Guindos said the most important determinant for interest rates at the ECB's June meeting will be "whether Hormuz is reopened or not."
ECB Executive Board member Isabel Schnabel said, "If the energy-price shock broadens, monetary policy will need to tighten to contain the risk of second-round effects threatening medium-term price stability."
Swaps are discounting a 78% chance of a +25 bp ECB rate hike at its next policy meeting on June 11.
US Stock Movers
Chipmakers and AI-infrastructure stocks are climbing today to lift the overall market. Micron Technology (MU) and Sandisk (SNDK) are up more than +9%, and Qualcomm (QCOM) is up more than +8%. Also, Advanced Micro Devices (AMD) is up more than +6%, and KLA Corp (KLAC) and Intel (INTC) are up more than +5%. In addition, Applied Materials (AMAT) and Seagate Technology Holdings Plc (STX) are up more than +4%, and Marvell Technology (MRVL) and Western Digital (WDC) are up more than +3%. Finally, ASML Holding NV (ASML), Lam Research (LRCX), Broadcom (AVGO), and Analog Devices (ADI) are up more than +2%.
Mining stocks are moving higher today as gold, silver, and copper prices climb. Anglogold Ashanti (AU) is up more than +6%, and Coeur Mining (CDE) and Southern Copper (SCCO) are up more than +3%. Also, Barrick Mining (B), Hecla Mining (HL), and Newmont Corp (NEM) are up more than +2%, and Freeport McMoRan (FCX) is up more than +1%.
Software stocks are on the defensive today, limiting gains in the broader market. Atlassian (TEAM) is down more than -7%, and Salesforce (CRM) is down more than -4% to lead losers in the Dow Jones industrials. Also, Workday (WDAY), ServiceNow (NOW), and Intuit (INTU) are down more than -4%, and Adobe (ADBE) and Autodesk (ADSK) are down more than -2%. In addition, Microsoft (MSFT) is down more than -1%.
Fluence Energy (FLNC) is up more than +31% after Roth Capital Partners upgraded the stock to buy from neutral with a price target of $26.
Akamai Technologies (AKAM) is up more than +20% to lead gainers in the S&P 500 after raising its full-year revenue forecast to $4.45 billion to $4.55 billion, the midpoint above the consensus of $4.47 billion, and announcing that an AI model provider had committed $1.8 billion over seven years for its Cloud Infrastructure Services.
Monster Beverage (MNST) is up more than +13% to lead gainers in the Nasdaq 100 after reporting Q1 net sales of $2.35 billion, better than the consensus of $2.15 billion.
Corpay (CPAY) is up more than +10% after reporting Q1 revenue of $1.26 billion, above the consensus of $1.21 billion, and raising its full-year revenue estimate to $5.25 billion to $5.33 billion from a previous estimate of %5.22 billion to $5.32 billion.
Iren Ltd (IREN) is up more than +9% after announcing that it signed a five-year $3.4 billion AI Cloud contract with Nvidia.
Block (XYZ) is up more than +6% after reporting a Q1 adjusted EPS of 85 cents, stronger than the consensus of 67 cents, and raising its full-year profit forecast to $12.33 billion from a previous estimate of $12.20 billion, above the consensus of $12.15 billion.
Wendy’s (WEN) is up more than +5% after reporting Q1 revenue of $540.6 million, stronger than the consensus of $517.7.
Cloudflare (NET) is down more than -23% after it forecast Q2 revenue of $664 million to $665 million, below the consensus of $666.1 million.
HubSpot (HUBS) is down more than -22% after forecasting Q2 revenue of $897 million to $898 million, weaker than the consensus of $899.4 million.
Mettler-Toledo International (MTD) is down more than -12% to lead losers in the S&P 500 after forecasting Q2 adjusted EPS of $10.70 to $10.84, below the consensus of $10.94.
CoreWeave (CRWV) is down more than -11% after reporting a Q1 loss per share of -$1.40, wider than the consensus of -$1.20 pe share.
MercadoLibre (MELI) is down more than -10% to lead losers in the Nasdaq 100 after reporting Q1 EPS of $8.23, weaker than the consensus of $8.51.
Expedia Group (EXPE) is down more than -7% after forecasting Q2 gross bookings of $32.5 billion to $33.1 billion, the midpoint below the consensus of $33.0 billion.
Trade Desk (TTD) is down more than -6% after reporting Q1 adjusted EPS of 28 cents, weaker than the consensus of 32 cents.
Earnings Reports(5/8/2026)
Anglogold Ashanti Plc (AU), Brookfield Asset Management Ltd (BAM), EchoStar Corp (SATS), Fidelity National Information (FIS), Janus Henderson Group PLC (JHG), Madison Square Garden Sports Corp (MSGS), Oshkosh Corp (OSK), PPL Corp (PPL), QXO Inc (QXO), Starwood Property Trust Inc (STWD), Trump Media & Technology Group (DJT), Ubiquiti Inc (UI), Wendy's Co/The (WEN).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Earnings Strength Lifts S&P 500 and Nasdaq 100 to Record Highs

The S&P 500 Index ($SPX) (SPY) today is up +0.62%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.22%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.32%. June E-mini S&P futures (ESM26) are up +0.61%, and June E-mini Nasdaq futures (NQM26) are up +1.35%.
Stock indexes are moving higher today, with the Nasdaq 100 posting a new record high. Chipmakers and AI-infrastructure stocks are leading the overall market higher today, offsetting Iran war concerns. Stronger-than-expected corporate earnings are also pushing stocks higher.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward.
US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations.
US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y.
In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker today in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other military assets in Iran that were responsible for attacking three US Navy destroyers transiting the Strait of Hormuz. The US is awaiting a response from Iran on a proposed deal to reopen the strait, and President Trump has threatened intense strikes if Iran refuses the deal.
WTI crude oil prices (CLM26) are up slightly today amid a report that Iran seized an oil tanker in the Strait of Hormuz for “violations.” Crude also has support from a report that said the US is looking to restart military operations as soon as next week to guide commercial ships through the Strait of Hormuz with naval and air support. The strait remains essentially closed, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, with the drawdown potentially reaching 1 billion bbl by June.
The markets are discounting a 6% chance of a -25 bp FOMC rate cut at the next FOMC meeting on June 16-17.
Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 84% of the 425 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets are lower today. The Euro Stoxx 50 is down -0.95%. China's Shanghai Composite fell from a 2-month high and closed unchanged. Japan's Nikkei Stock Average closed down by -0.19%.
Interest Rates
June 10-year T-notes (ZNM6) today are up +7 ticks. The 10-year T-note yield is down -3.5 bp to 4.351%. T-notes are moving higher today on an increase in safe-haven demand after Iran seized an oil tanker today in the Strait of Hormuz and US forces attacked missile and drone launch sites and other military assets in Iran that were responsible for attacking three US Navy destroyers transiting the Strait of Hormuz.
Today’s US payroll report was mixed for T-notes. Weaker-than-expected April hourly earnings suggested slack wage pressures and were supportive of T-notes. However, gains in T-notes are limited after April nonfarm payrolls rose more than expected.
European government bond yields are mixed today. The 10-year German Bund yield is down -0.1 bp to 3.002%. The 10-year UK gilt yield fell to a 2-week low of 4.881% and is down -6.3 bp to 4.885%.
German Mar industrial production unexpectedly fell by -0.7% m/m, weaker than expectations of a +0.4% m/m increase.
German trade news was better than expected, with Mar exports rising +0.5% m/m versus expectations of -1.5% m/m. Also, Mar imports rose +5.1% m/m, stronger than expectations of +0.5% m/m and the biggest increase in 2.75 years.
ECB Vice President Luis de Guindos said the most important determinant for interest rates at the ECB's June meeting will be "whether Hormuz is reopened or not."
ECB Executive Board member Isabel Schnabel said, "If the energy-price shock broadens, monetary policy will need to tighten to contain the risk of second-round effects threatening medium-term price stability."
Swaps are discounting an 78% chance of a +25 bp ECB rate hike at its next policy meeting on June 11.
US Stock Movers
Chipmakers and AI-infrastructure stocks are climbing today to lift the overall market. Micron Technology (MU) is up more than +7%, and Sandisk (SNDK) is up more than +6%. Also, Advanced Micro Devices (AMD), KLA Corp (KLAC), Intel (INTC), and Qualcomm (QCOM) are up more than +5%, and Applied Materials (AMAT) is up more than +4%. In addition, Marvell Technology (MRVL) is up more than +3%, and ARM Holdings Plc (ARM), ASML Holding NV (ASML), Western Digital (WDC), Seagate Technology Holdings Plc (STX), Lam Research (LRCX), Broadcom (AVGO), and Analog Devices (ADI) are up more than +2%.
Software stocks are on the defensive today, limiting gains in the broader market. Atlassian (TEAM) is down more than -6%, and Salesforce (CRM) is down more than -4% to lead losers in the Dow Jones industrials. Also, Workday (WDAY), ServiceNow (NOW), and Intuit (INTU) are down more than -4%, and Adobe (ADBE) is down more than -3%. In addition, Autodesk (ADSK) is down more than -2%, and Microsoft (MSFT) and Oracle (ORCL) are down more than -1%.
Cybersecurity stocks are under pressure today, led by a -21% plunge in Cloudflare (NET) after it forecasted Q2 revenue of $664 million to $665 million, below the consensus of $666.1 million.
Also, Zscaler (ZS) is down more than -4%, and Okta (OKTA) is down more than -2%. In addition, CrowdStrike Holdings (CRWD) and Palo Alto Networks (PANW) are down more than -1%, and Fortinet (FTNT) is down -0.85%.
Fluence Energy (FLNC) is up more than +39% after Roth Capital Partners upgraded the stock to buy from neutral with a price target of $26.
Akamai Technologies (AKAM) is up more than +23% to lead gainers in the S&P 500 after raising its full-year revenue forecast to $4.45 billion to $4.55 billion, the midpoint above the consensus of $4.47 billion, and announcing that an AI model provider had committed $1.8 billion over seven years for its Cloud Infrastructure Services.
Monster Beverage (MNST) is up more than +12% to lead gainers in the Nasdaq 100 after reporting Q1 net sales of $2.35 billion, better than the consensus of $2.15 billion.
Iren Ltd (IREN) is up more than +12% after announcing that it signed a five-year $3.4 billion AI Cloud contract with Nvidia.
Block (XYZ) is up more than +9% after reporting a Q1 adjusted EPS of 85 cents, stronger than the consensus of 67 cents, and raising its full-year profit forecast to $12.33 billion from a previous estimate of $12.20 billion, above the consensus of $12.15 billion.
Wendy’s (WEN) is up more than +4% after reporting Q1 revenue of $540.6 million, stronger than the consensus of $517.7.
HubSpot (HUBS) is down more than -22% after forecasting Q2 revenue of $897 million to $898 million, weaker than the consensus of $899.4 million.
CoreWeave (CRWV) is down more than -13% after reporting a Q1 loss per share of -$1.40, wider than the consensus of -$1.20 pe share.
Trade Desk (TTD) is down more than -9% after reporting Q1 adjusted EPS of 28 cents, weaker than the consensus of 32 cents.
Expedia Group (EXPE) is down more than -8% after forecasting Q2 gross bookings of $32.5 billion to $33.1 billion, the midpoint below the consensus of $33.0 billion.
Earnings Reports(5/8/2026)
Anglogold Ashanti Plc (AU), Brookfield Asset Management Ltd (BAM), EchoStar Corp (SATS), Fidelity National Information (FIS), Janus Henderson Group PLC (JHG), Madison Square Garden Sports Corp (MSGS), Oshkosh Corp (OSK), PPL Corp (PPL), QXO Inc (QXO), Starwood Property Trust Inc (STWD), Trump Media & Technology Group (DJT), Ubiquiti Inc (UI), Wendy's Co/The (WEN).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Climb on Solid Tech Earnings and US Labor Market Strength

The NASDAQ 100 Pre-Market Indicator is up 273.97 to 28,837.92. The total Pre-Market volume is currently 110,978,653 shares traded.
The following are the most active stocks for the pre-market session:
Rackspace Technology, Inc. (RXT) is +0.438 at $3.96, with 11,344,808 shares traded., following a 52-week high recorded in prior regular session.
Direxion Daily TSLA Bull 2X ETF (TSLL) is +0.319 at $14.79, with 8,148,858 shares traded. This represents a 66.92% increase from its 52 Week Low.
IREN Limited (IREN) is +7.25 at $64.10, with 5,341,571 shares traded. As reported by Zacks, the current mean recommendation for IREN is in the "buy range".
ProShares UltraPro QQQ (TQQQ) is +1.5613 at $72.90, with 3,481,056 shares traded. This represents a 152.87% increase from its 52 Week Low.
Fluence Energy, Inc. (FLNC) is +4.18 at $23.15, with 3,480,621 shares traded. FLNC's current last sale is 154.33% of the target price of $15.
Nokia Corporation (NOK) is -0.0396 at $12.31, with 2,900,989 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
GraniteShares 2x Long COIN Daily ETF (CONL) is -0.4 at $7.71, with 2,786,067 shares traded. This represents a 53.59% increase from its 52 Week Low.
Redwire Corporation (RDW) is +0.14 at $9.34, with 2,257,976 shares traded. As reported by Zacks, the current mean recommendation for RDW is in the "buy range".
NuScale Power Corporation (SMR) is -0.25 at $12.33, with 1,700,596 shares traded. SMR's current last sale is 63.23% of the target price of $19.5.
iShares 0-3 Month Treasury Bond ETF (SGOV) is +0.0213 at $100.47, with 1,411,990 shares traded. This represents a .2% increase from its 52 Week Low.
AT&T Inc. (T) is +0.01 at $25.27, with 1,386,327 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2026. The consensus EPS forecast is $0.59. As reported by Zacks, the current mean recommendation for T is in the "buy range".
BitMine Immersion Technologies, Inc. (BMNR) is +0.17 at $22.17, with 837,962 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Most Active for May 8, 2026 : RXT, TSLL, IREN, TQQQ, FLNC, NOK, CONL, RDW, SMR, SGOV, T, BMNR

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Fluence (FLNC) Q2 2026 Earnings Transcript

Fluence Energy, Inc. (FLNC) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.71%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.34, delivering a surprise of -88.89%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Fluence Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $424.73 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 28.5%. This compares to year-ago revenues of $431.62 million. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Fluence Energy shares have lost about 35.8% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Fluence Energy?
While Fluence Energy has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Fluence Energy was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.10 on $1.08 billion in revenues for the coming quarter and -$0.22 on $3.4 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
XPLR Infrastructure (XIFR), another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This limited partnership for clean-energy projects is expected to post quarterly loss of $0.60 per share in its upcoming report, which represents a year-over-year change of -155.6%. The consensus EPS estimate for the quarter has been revised 27.3% higher over the last 30 days to the current level.
XPLR Infrastructure's revenues are expected to be $264.35 million, down 6.3% from the year-ago quarter.
Should You Invest in Fluence Energy, Inc. (FLNC)?
Before you invest in Fluence Energy, Inc. (FLNC), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fluence Energy, Inc.

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