A Bloom Energy power generation system. Photo from Bloom Energy website

On May 13, Clear Street raised its price target on Bloom Energy to $250 from $180 and maintained a Hold rating on the stock, according to a report by TheFly. The higher price target reflects an adjustment to a 2028 valuation basis from its 2027 forecasts, according to the analyst.

Earlier on May 12, Barclays analyst Christine Cho increased the price target on Bloom Energy to $254 from $177 while maintaining an Equal Weight rating on the stock. The analyst attributed the higher price target to reflect the sales and margin beat for the quarter, higher guidance for this year, as well as management’s long-term outlook commentary.

Last month, Bloom Energy reported a 130.4% increase in its first-quarter revenue to $751.1 million compared to $326.0 million in the same period in 2025. Product revenue, which accounted for the bulk of revenue, increased 208.4% to $653.3 million from $211.9 million in the same period a year ago.

Bloom Energy Corp. (NYSE:BE) empowers enterprises to meet soaring energy demands and responsibly take charge of their power needs. The company’s solid oxide fuel cell systems provide ultra-resilient, highly scalable onsite electricity for Fortune 500 customers around the world, including data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors.

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While we acknowledge the potential of BE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Morgan Stanley described the deal as “attractive overall”, highlighting that it brings accelerated growth prospects in various aspects, such as data centers and cleaner earnings power.

On May 18, NextEra announced that it has entered into a definitive agreement to combine with Dominion Energy in an all-stock transaction, emphasizing that the transaction will create the largest regulated electric utility business. It added that the combined company will be more than 80% regulated and serve approximately 10 million utility customer accounts across the states of Florida, Virginia, North Carolina, and South Carolina. Additionally, the combined firm will own 110 gigawatts (GW) of generation across a broad mix of energy sources.

As part of the merger, Dominion Energy shareholders will receive a fixed exchange ratio of 0.8138 shares of NextEra Energy for each share of Dominion Energy they own at the close of the transaction. This will result in NextEra Energy and Dominion Energy shareholders owning approximately 74.5% and 25.5% of the combined company, respectively.

In addition, Dominion Energy shareholders will continue to receive Dominion’s current quarterly dividend through closing, plus a one-time cash payment of $360 million at closing of the transaction.

Of the 26 analyst ratings compiled by CNN, 62% rated NextEra Buy, while 35% rated it Hold. The stock has a median price target of $101.72, a 12.95% increase from the current price of $90.06.

NextEra Energy, Inc. (NYSE:NEE) is the largest electric power and energy infrastructure company in North America and is a leading provider of electricity to American homes and businesses. It owns Florida Power & Light Company, America’s largest electric utility, which provides reliable electricity to approximately 12 million people across Florida. The company also owns the largest energy infrastructure development company in the U.S., NextEra Energy Resources, LLC. NextEra Energy and its affiliated entities are meeting America’s growing energy needs with a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage.

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While we acknowledge the potential of NEE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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In a statement, Armada said Galleon Forge One will span up to 400,000 square feet and is projected to create 500 jobs, in addition to additional roles in the domestic supply chain. The company also unveiled a Global Framework Agreement for modular data center systems with Johnson Controls, adding that the latter is also making an investment in the company.

Johnson Controls Chief Executive Officer Joakim Weidemanis said the company is working with Armada to rapidly deliver secure modular data centers at scale. He added:

“Together, we have already deployed units across the United States and around the world, demonstrating the expertise and global reach required to support mission-critical environments. Johnson Controls’ differentiated technology, U.S.-based manufacturing strength and Armada’s edge computing expertise will deliver the thermal‑critical environments that perform predictably, deploy quickly, and scale with confidence.”

Of the 25 analyst ratings compiled by CNN, 52% rated Johnson Controls Buy, while 36% assigned a Hold rating. The stock has an average price target of $155, a 14.46% upside from the current price of $135.42.

Johnson Controls International plc (NYSE:JCI) is engaged in thermal management, mission-critical building systems, energy efficiency, and decarbonization. The company helps customers use energy more productively, reduce carbon emissions, and operate with precision.

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While we acknowledge the potential of JCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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On May 15, CECO Environmental, along with Thermon Group Holdings Inc., announced an election deadline for Thermon stockholders to elect a form of merger consideration, in line with the merger of the two companies. Thermon stockholders will have until May 22 to elect the form of merger consideration they wish to receive in the transaction.

Earlier in February, the two firms announced they had entered into a definitive agreement to combine in a stock-and-cash transaction valued at approximately $2.2 billion. CECO emphasized that the merger expands its leadership in industrial environmental and thermal solutions with the addition of Thermon’s established position in process heating, heat tracing, and temperature management.

In late April, Needham increased its price target on CECO Environmental to $90 from $80 while keeping a Buy rating on the stock following its positive first-quarter performance, according to a report by TheFly. The analyst expressed optimism for the upcoming merger with Thermon, noting that the company is entering a major transformation phase with “powerful head of steam”.

CECO Environmental Corp. (NASDAQ:CECO) is a leading environmentally focused, diversified industrial company, serving a broad landscape of industrial air, industrial water, and energy transition markets globally through its key business segments, namely, Engineered Systems and Industrial Process Solutions.

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While we acknowledge the potential of CECO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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On May 14, Constellation Energy announced that it had entered a long-term agreement for the purchase of a minority equity interest in five operating RNG production facilities of Pine Creek RNG. The said facilities, which are located in the states of Washington, Utah, Iowa, and Illinois, currently produce approximately 1.5 million MMBtus of RNG per year. Under the agreement’s framework, the two companies are seeking to develop approximately 3.0 million MMBtus annually of additional RNG production.

On May 12, Mizuho increased its price target on Constellation Energy to $310 from $300 and maintained a Neutral rating on the stock following the release of the company’s first-quarter earnings report. Constellation earlier reported a higher GAAP net income of $4.49 per share for the first quarter of the year, up from $0.38 per share in the same quarter last year.

Constellation Energy Corporation (NASDAQ:CEG) is the largest private-sector power producer in the world and the nation’s largest producer of clean and reliable energy. With 55 gigawatts of capacity from nuclear, natural gas, oil, geothermal, hydro, wind, and solar facilities, its fleet has the generating capacity to power the equivalent of 27 million homes, providing about 10% of the nation’s clean energy and delivering the around-the-clock reliability needed to power America’s growing economy.

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While we acknowledge the potential of CEG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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On May 13, Seaport Research analyst Jeff Campbell reduced the price target on Energy Recovery to $12 from $16 while maintaining a Buy rating on the shares. The analyst attributed the lowered price target to uncertainty about the timing of its desalination mega-project due to the effects of the war in Iran.

In a letter to shareholders earlier this month, Energy Recovery President and CEO David Moon addressed the impact of the conflict in the Middle East as he announced that the company is withdrawing its guidance for the year and acknowledged that project delays are likely to occur. He added:

“With significant business tied to the Middle East, the war in Iran severely limits our near-term visibility, and as such, we are temporarily withdrawing our 2026 guidance until further notice. Above all else, our priority remains the safety and well-being of our employees in the region, and we are actively supporting our customers as they navigate this uncertainty. We believe this is only a temporary headwind and have experience growing through many geopolitical challenges during our 30-year history as a company.”

Moon added that the company’s desalination projects in countries exposed to the war represented approximately 40% of its original 2026 desalination guidance at the midpoint. Despite these headwinds, he emphasized that the company expects to generate significant free cash flow in 2026.

Energy Recovery (NASDAQ:ERII) designs and manufactures reliable, high-performance solutions that generate cost savings and reduce energy consumption for industries such as desalination & wastewater.

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While we acknowledge the potential of ERII as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Boaz Weinstein’s Hedge Fund Targets ‘Terrible’ Run At Impax (Bloomberg)

Is Billionaire Michael Platt Souring on the Magnificent Seven? He Just Closed Positions in 4 AI Titans in Favor of a Company That May Be a Surefire Winner in the AI Infrastructure Spending Boom (The Motley Fool)

Billionaire Trump Donor in Line to Make Millions from Thames Water Bid (The Guardian)

Wall Street Titans Fail to Stand Up to Mamdani Madness, Don’t Mention Ken Griffin — As NYC Mayor’s ‘Apology Tour’ Flops (New York Post)

source: pixabay

Month in Review: April 2026 Delivers A Strong Rebound (Hedge Nordic)

Hedge Fund Bienville Capital Exited its Position in Monday.com Stock. Here’s What That Means for Investors. (The Globe And Mail)

Elliott Ramps Up its AI Efforts With Key Hire From Blackstone (Bloomberg)

10 Best Long Term Low Risk Stocks To Buy According To Hedge Funds (Insider Monkey)

Applied Optoelectronics CFO Murry Sells $5.7M In Shares (Investing.com)

Ibotta Director Thomas Lehrman Sells $2.36M In Stock (Investing.com)

You may be concerned about the recent declines in AI stocks such as NVDA. However, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NVDA but trades at less than five times its earnings, check out our report about the cheapest AI stock. This stock has generated positive returns so far in 2025 despite the huge losses experienced by other AI stocks.

Okay, Rocket is a play on the idea that Kevin Warsh is going to get in and cut rates, and I don’t think he can because of the price of oil and how it is making it so that there’s inflation throughout the system, so no to Rocket Companies.

Photo by Adam Nowakowski on Unsplash

Rocket Companies, Inc. (NYSE:RKT) provides mortgage, real estate, and personal finance services. The company delivers its services through Rocket Mortgage, Rocket Homes, Rocket Loans, and Rocket Money. A caller inquired about the stock during the March 23 episode, and Cramer responded:

This is totally a vote, you can look at the chart, a vote on whether there’s going to be a rate cut. People say that, only today was the first time I heard that there might be a rate cut. Again, remember, they kind of got dashed by the war. I would not give up on this stock at $14. I think it represents value.

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While we acknowledge the potential of RKT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Okay, this group in particular, the medical device group, is hated in this market. And I do feel that there is not a lot of money to be made in this one if there’s not a lot to be made in the really, in some really good ones, like Medtronic or ISRG or Boston Scientific.

A stock market graph. Photo by energepic.com

Globus Medical, Inc. (NYSE:GMED) develops healthcare solutions for musculoskeletal disorders. The company provides specialized implants, tools, and biologic materials to help treat spine and orthopedic disorders. In addition, it offers advanced robotic guidance systems, surgical planning software, and nerve monitoring services to assist surgeons during procedures. Invesco Ltd stated the following regarding Globus Medical, Inc. (NYSE:GMED) in its Q4 2025 investor letter:

Globus Medical, Inc. (NYSE:GMED): This medical technology company specializes in musculoskeletal solutions for spine, orthopedic trauma and joint reconstruction. The company has faced issues with recent acquisitions, supply chain issues and weakness in its robotics segment, which together provided an opportunity to purchase the stock at what we saw as an attractive discount to our estimate of intrinsic value.

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While we acknowledge the potential of GMED as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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This is just up on a spike. I don’t know whether it’s like a short squeeze or whatever. I mean, at least, it does make money, but it’s at 90 times earnings. You gotta be careful. Again, we’re being in careful mode here because the market is switching in the way it’s valuing stocks.

Photo by Artem Podrez on Pexels

Everspin Technologies, Inc. (NASDAQ:MRAM) develops magnetoresistive random access memory (MRAM) products and sensors for industrial, medical, automotive, aerospace, and data center applications. The company also provides foundry services for MRAM and magnetic sensors.

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While we acknowledge the potential of MRAM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Well, that’s a pure spec that’s losing a fortune. Again, I gotta be really careful. Even though it’s a low dollar amount, remember, it is still a pure spec, and it can hurt you.

A stock market chart. Photo by Arturo A on Pexels

Energy Vault Holdings, Inc. (NYSE:NRGV) builds utility-scale energy storage systems that use battery, gravity, and hydrogen technologies to manage different power durations. Additionally, the company provides software and artificial intelligence tools to monitor operations, optimize revenue dispatch, and assist with maintenance decisions.

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While we acknowledge the potential of NRGV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Okay, problem with Purecycle is it loses a fortune, and it has almost no revenue. I think we have to say no to that one.

Photo by Adam Nowakowski on Unsplash

PureCycle Technologies, Inc. (NASDAQ:PCT) produces recycled polypropylene by using a licensed process that filters out color, odor, and additives from plastic waste. The resulting ultra-pure resin is used to manufacture consumer packaging, textiles, and several industrial parts. The company released its Q1 earnings result on May 6, posting a GAAP EPS of -$0.21, outperforming estimates by $0.04. Its revenue of $4.13 million was up over 161% year-over-year and beat estimates by $0.3 million.

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While we acknowledge the potential of PCT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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For most of last year, the quantum computing stocks, they seemed invincible. Then last fall, they went out of style along with the other speculative plays that had thrived during the year of magical investing, as I called it. This technology is still in its infancy, but it could be a game-changer down the road. So I think it’s worth getting to know the major players in the space, including Infleqtion… which came public via a SPAC merger that closed back in February. Now, these guys have partnerships with a host of government agencies, from NASA to the Pentagon, and with major companies like L3Harris and Safran.

Last night, Infleqtion reported its first quarter as a publicly traded company, racking up some, I felt, some solid revenue growth, even as the business is still a long, long way from turning a profit as I’m sure they will tell you. The stock got hammered in response, down 11% today. But I think that’s just more about the market’s appetite for risk than anything else on a given day.

Photo by AlphaTradeZone

Infleqtion, Inc. (NYSE:INFQ) builds quantum hardware, including computers, precision sensors, and specialized software for the defense and commercial sectors. The company’s solutions include cold atom systems, quantum clocks, and several electronic components used by research institutions and government agencies.

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While we acknowledge the potential of INFQ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Even on an ugly day like this, when some data center-related stocks keep making new highs, take Babcock & Wilcox Enterprises. This is a company founded nearly 160 years ago, makes all sorts of equipment for power generation, emissions control. They got their start making boilers for the second industrial revolution, and now they’re helping to power the fourth industrial revolution. And that’s why the stock’s up 245% year to date and over 2,500% just over the past 12 months. When I first saw it, I didn’t believe it, but it’s true. And when you look at the numbers, you can understand why the stock’s been rallying so hard.

When Babcock & Wilcox reported earlier this week, they delivered 44% revenue growth, and their booking shot up 2000% year over year, with their backlog rising 483% to $2.7 billion. Even when the company priced a $200 million secondary offering at $18.50 per share earlier today, down almost two bucks from yesterday’s close, it didn’t take long for the stock to erase its losses, then finish up 63 cents or 2.97%. Remember, it’s a down day in the market.

Stock market data. Photo by Burak The Weekender on Pexels

Babcock & Wilcox Enterprises, Inc. (NYSE:BW) provides energy and emission control solutions through technologies focused on waste-to-energy conversion, hydrogen production, and carbon management.

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You’re going to let this one run. Now, Palantir is a perfect example of an incredibly good company whose stock got ahead. I, too, got ahead. When it got to $200, I got too bulled up. I had liked it all the way down from 50, but I’m not going away from the company. It just happens to be an expensive stock. But it is an amazing company, and I think you should hold on to the rest. And I always welcome anyone from Palantir to come on, including a first-year associate, since no one else will come from that place.

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Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data.

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Well, they had, you know, Axon was on today. I thought they acquitted themselves, which is why I think why the stock was up three bucks. I have been, we were very worried about Motorola competition when we met with them when we were up at Harvard Business School. I am still concerned about that, and I still think that this market does not like high multiple stocks, and Axon is a high multiple stock.

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Axon Enterprise, Inc. (NASDAQ:AXON) develops and sells TASER devices, body and fleet cameras, and software solutions that help law enforcement capture, store, and manage digital evidence. A caller asked about the stock during the February 2 episode, and Cramer replied:

You know, I saw the body camera story in Minnesota. First thing I said was like, does Axon have that contract? And I don’t know the answer. I’m going to certainly find out about it. I know that the stock was up because of it, and then reversed. I want you to trim it again, alright? I want you to trim it again because it should have been up today, and it wasn’t. The fact that it erased that gain very quickly tells me it’s still too heavy a stock. Take some more off, and then you really can let the rest run. You called me on it, and I just think I should tell you that. I don’t want to say, hey, don’t worry about it. I can’t do that. It’s not acting well.

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While we acknowledge the potential of AXON as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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You know that Goldman Neutral was down from a Buy, and they, I think they missed it. I’ve gotta tell you, I am very concerned about that company… But I would tell you that right now, I don’t see any relief. And if you did want to play it like I did, then you would… do Home Depot or do Lowe’s. I think Lowe’s number could be better.

Photo by jason briscoe on Unsplash

Whirlpool Corporation (NYSE:WHR) manufactures and sells home appliances, including refrigerators, laundry machines, dishwashers, and cooking products. During the episode aired on March 23, a caller noted that they purchased the stock in the previous year when it was down and inquired about it. The Mad Money host responded:

I gotta tell you, you know… this one just mystifies me. Down 25%. The president’s done everything he can to try to make it so that they’re not, they lose by imports. I don’t know what to say other than the fact that I wish I could recommend it, but I just feel like, at every single point, it goes down. I cannot be a part of a stock that at every single point goes down. So I’m going to have to take a pass. That’s painful.

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What else? The club retailers have diverged here. Costco’s got red hot… BJ’s Wholesale Club. I think it could have, play some room, it’s got some catching up. I still prefer Costco for the long run, though.

Photo by Adam Nowakowski on Unsplash

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) runs membership warehouse clubs that sell groceries, fresh food, general merchandise, and gasoline. TimesSquare Capital Management stated the following regarding BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in its third quarter 2025 investor letter:

Our preferences in the Consumer-oriented sectors lean toward value-oriented or specialty retailers, franchise models, premium brands, or support services for other consumer companies. Membership warehouse operator BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) dropped by -14%. Second quarter profits and earnings outpaced the consensus; however, revenues and same store sales fell short. Early in the quarter, their Northeast and Mid-Atlantic stores were impacted by unseasonable wet and chilly weather. While groceries and sundries performed well, general merchandise was down. Notably, membership rolls continue to grow.

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While we acknowledge the potential of BJ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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We also get numbers from Workday. Alright, now this once beloved software as a service company, it’s become a poster boy for the displacement, yes, AI displacement. I don’t expect bad numbers, but the long knives are out for the company. Now, Workday stock rallied 5% today as part of a rotation into the software stocks led by Microsoft. The group had a bunch of outsized gain. Microsoft up 3%, Salesforce up 3.5%, ServiceNow jumping 5%, Adobe gaining 4.5%.

Now, to me, it felt more like a giant, you know, short squeeze because they all traded together. I don’t know if this move can be maintained. All the other enterprise software rallies have been met with torrential selling after a couple of days of strong performance. Maybe this one will be different, but I don’t know how that’s going to happen. I mean, look, maybe the heads of Anthropic and OpenAI will come out and say, you know what, we’re not planning to eat these companies a lot. But nah, that’s unlikely.

Stock market data. Photo by Jakub Zerdzicki on Pexels

Workday, Inc. (NASDAQ:WDAY) provides cloud-based applications designed to help organizations manage financial processes, human resources, and business planning.

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Thursday, Walmart reports. Alright, let me tell you something. I remain convinced that Walmart’s among the greatest companies in our era, having been revamped into a place to shop, not just for lower incomes, but for everyone. I know so many snobs in this business who’ve never been to one. They’ve missed a whole… move. If they went to it, they’d know the truth. It’s hard to beat their prices or their selection. Yes, Walmart’s that good. I expect terrific numbers. Hey, their natural food section’s terrific.

Walmart Inc. (NASDAQ:WMT) operates retail stores, warehouse clubs, and online platforms that sell groceries, everyday essentials, home goods, apparel, electronics, and more. Cramer discussed the company during the April 7 episode, as he stated:

I want to start with the real screamers, and that’s retail. Walmart’s the biggest. Here’s a stock that truly defines the term juggernaut. It’s a value-oriented retailer that out of nowhere has begun to attract wealthier customers who make over a $100,000 a year… It’s where the less well-off buy a lot of their food and clothing. Walmart’s been a total runaway train, but that has left many other retailers behind.

Today, though, it’s saying something different. It went down 3.4%. It’s a big decline. This boost says that Walmart’s gotten too expensive for many people to shop at. Now, that’s not encouraging. Normally, when I hear Walmart’s stock whisper sweet negatives, I have to figure out whether the problem revolves around the stock of Walmart itself. Now, it’s going up huge. It’s trading at 42 times its fiscal 2027 earnings estimates, close to the highest it’s ever been. That’s rich, the multiple’s rich, and maybe the store’s too rich. I don’t know.

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