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Shorting the Grid: Bloom Energy’s $25B AI Power Play
Author: Jeffrey Neal Johnson. Date Posted: 7/2/2026.
Key Points
- Bloom Energy and Brookfield Corporation expanded their power-financing partnership fivefold, from $5 billion to $25 billion, to fund off-grid AI data center power.
- Bloom Energy reported quarterly revenue of $751.05 million, up 130.4% year over year, with its market capitalization surpassing $75 billion after a more than 1,100% valuation gain.
- Brookfield, managing over $1 trillion in assets, offers lower-volatility AI infrastructure exposure, while Bloom carries significant execution risk at a 220 forward price-to-earnings multiple.
- Special Report: SpaceX is offering you shares. Don't take them.
Hyperscalers are running into a hard physical limit in the artificial intelligence arms race. While chip manufacturers can produce advanced semiconductors at scale, utility providers are still quoting interconnection timelines of three to five years for new data center projects.
For technology sector giants locked in an existential battle for AI supremacy, waiting half a decade to power a server farm is a nonstarter. This infrastructure bottleneck is driving a major capital shift toward off-grid, islanded power solutions. The AI supercycle is rapidly moving from a software story to a heavy-industry reality, demanding immediate, scalable electricity to keep development pipelines moving.
Rewiring Data Center Finance
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He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.
Watch the video now to get the ticker name and full trade detailsValidating this structural shift, Bloom Energy (NYSE: BE) and Brookfield Corporation (NYSE: BN) recently expanded their strategic power-financing framework from an initial $5 billion to $25 billion. The market quickly recognized the scale of this fivefold capital injection, sending Bloom Energy shares up 10% in trading to top $300.
To understand this partnership, it helps to look beyond the immediate price action and focus on the permanent shift underway in the data center landscape. Capital is flowing directly into operations capable of generating scalable baseload power, bypassing the legacy utility grid to meet insatiable computing demand.
Building the AI Factory: Power on Demand
The traditional data center development model is fundamentally broken. Historically, developers secured land, built the physical shell, installed the compute racks, and then plugged into the local utility grid. Today, the immense power density required for artificial intelligence training clusters can quickly overwhelm legacy utility infrastructure.
Bloom Energy addresses this bottleneck with solid oxide fuel cell technology. Rather than waiting for local grid upgrades, Bloom servers convert natural gas or hydrogen into electricity through an on-site electrochemical reaction. This process gives hyperscalers immediate, deployable electricity that operates independently of the broader utility grid.
Brookfield Corporation plays an equally critical role in this equation. Sourcing billions of dollars for independent power generation significantly changes the risk profile of a massive data center build. Through a dedicated $100 billion AI Infrastructure Fund, Brookfield is stepping in to finance the entire package.
Together, Bloom and Brookfield are pioneering an integrated AI factory model. This framework allows developers to finance land, liquid-cooling infrastructure, compute hardware, and islanded fuel-cell power as a single, cohesive project from day one.
High-Voltage Volatility: Bloom's Breakout Fundamentals
The fundamental story for Bloom is undeniably accelerating. Bloom Energy recently reported quarterly revenue of $751.05 million, up 130.4% year over year. The market has responded positively to this growth trajectory, boosting Bloom's valuation by more than 1,100% over the trailing 12 months and pushing its market capitalization past $75 billion.
Beneath the surface fundamentals, a complex technical setup is acting as a significant upside catalyst. Bloom currently has a short float of about 11%, with a days-to-cover ratio of about 3.25. On its own, this suggests a healthy degree of skepticism from the market. When combined with the sheer volume of institutional capital rotating into Bloom, the setup creates the potential for a compound short squeeze.
As the Brookfield Corporation news hit the wire, intraday options flow showed aggressive call buying, pushing the 10-day call-to-put volume ratio to 1.62. When retail and institutional buyers flood the options chain with out-of-the-money calls, market makers are forced to buy the underlying stock to delta hedge their positions.
This mechanical buying pressure, paired with short sellers scrambling to cover their negative bets, can create strong upside momentum. Wall Street is adjusting its models to account for this new reality. On July 1, 2026, UBS raised its price target from $322 to a new street-high of $350, challenging the Royal Bank of Canada's reiterated Outperform rating and its previous street-high target of $335. In both cases, the targets still offer meaningful upside for investors willing to accumulate shares at current levels.
Execution risk remains the primary headwind. Bloom trades at a forward price-to-earnings multiple of 220. The company operates with extremely thin net margins of 0.25% and carries a leveraged balance sheet with a debt-to-equity ratio of 2.90.
Recent insider selling from executives like Chief Commercial Officer Aman Joshi and former CEO John Chambers might raise investor eyebrows, but these dispositions are largely tied to pre-arranged tax plans, a standard practice after a sharp valuation run. Even so, at this premium valuation, Bloom must execute its $25 billion project pipeline flawlessly to avoid a severe multiple contraction.
Heavy Lifting: Financing the AI Power Surge
While Bloom Energy offers high-octane growth potential, Brookfield Corporation represents the foundational bedrock of the AI infrastructure trade. Committing $25 billion to a single technological framework requires an almost unfathomable level of balance sheet liquidity.
First-quarter data highlights exactly why Brookfield is uniquely positioned to act as the primary financier of the physical technology buildout. Brookfield now oversees more than $1 trillion in total assets under management, anchored by $614 billion in fee-bearing capital. The company generates over $4 billion in trailing 12-month distributable earnings, providing the cash flow needed to fund its massive mandates without dangerously stretching its leverage profile.
Trading at 14.2 times forward earnings, Brookfield offers a distinctly different value proposition than its high-flying technology partners. Brookfield also boasts a projected earnings growth rate of 34% and pays a modest 0.65% dividend yield, choosing to reinvest the bulk of its capital into high-conviction real assets.
For capital allocators, Brookfield should be seen as a lower-volatility, defensive vehicle for gaining exposure to data center expansion, allowing investors to extract toll-road-style fees from the global computing supercycle.
Plugging in: Capitalizing on the Power Shift
The artificial intelligence boom is splitting into two distinct investment camps. Semiconductor sector designers and software platforms dominated the first wave. The second wave, unfolding now, is defined by concrete, copper, cooling, and kilowatts.
The expanded alliance between Bloom Energy and Brookfield Corporation shows that hyperscalers are willing to bypass the traditional power grid entirely to keep their compute deployment schedules on track. Bloom provides the necessary localized hardware, while Brookfield supplies the capital required to scale these operations globally.
Investors looking to capitalize on this shift in physical infrastructure might consider adding both sides of this partnership to their watchlists. Those with a higher risk tolerance could monitor Bloom for continued momentum as it scales manufacturing to meet the new $25 billion mandate. More cautious market participants may prefer Brookfield as a diversified, cash-flowing anchor for long-term alternative asset exposure.
Domino's Stock Slides to 52-Week Low as Investors Digest CEO Change
Author: Jennifer Ryan Woods. Date Posted: 6/25/2026.
Key Points
- Domino's named longtime executive Joe Jordan as its next CEO, a move that suggests the company is looking for continuity as it works to reaccelerate growth.
- The leadership transition comes after a disappointing first quarter that prompted Domino's to lower its 2026 outlook amid slowing sales growth and increased competition.
- Despite the recent sell-off, Wall Street remains broadly positive on the stock, with a Moderate Buy rating and an average price target that implies more than 40% upside from current levels.
- Special Report: SpaceX is offering you shares. Don't take them.
Domino’s Pizza, Inc. (NASDAQ: DPZ) announced Monday afternoon that Chief Executive Russell Weiner will retire, and investors weren’t pleased.
The news sent the already struggling stock to a 52-week low and prompted several analysts to lower their price targets.
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The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was the trigger. Benedict, who delivered a 279% return on cash in 2025 across a 20-year winning streak, says the listing launched what he calls the 'Final Phase of Elon's Master Plan.'
He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.
Watch the video now to get the ticker name and full trade detailsThe announcement comes as Domino's faces slowing sales growth and a reduced full-year outlook following a disappointing first quarter, raising the question of whether the CEO transition signals deeper challenges ahead or an opportunity for the company to reinvigorate growth.
Company Taps Veteran Joe Jordan to Take Over CEO Post
Weiner, who joined the pizza chain in 2008 and became CEO in 2022, will retire at the end of September. He will be replaced by company veteran Joe Jordan, who will take the helm on Oct. 1.
Jordan has been with the company for nearly 15 years, holding various roles in marketing, operations, technology, and franchisee support. He is credited with helping drive growth and innovation across the business, including overseeing the opening of more than 3,000 international stores and leading the relaunch of its loyalty and e-commerce platforms.
Executive Chairman David Brandon said the Board unanimously chose Jordan to serve as Domino's next CEO, calling him "uniquely qualified to guide the company through its next phase of growth."
The decision to elevate a longtime company insider suggests the transition may be aimed more at reigniting growth than at pursuing a broader strategic overhaul.
In the press release announcing the change, Jordan said, "Domino's is one of the most innovative and resilient global systems in the restaurant industry and I am excited to build that foundation as we focus on reaccelerating growth and continuing to deliver delicious pizza and exceptional value to customers worldwide."
Weiner will transition to Executive Chairman Designate on Oct. 1 and assume the Executive Chairman role following the company's 2027 annual shareholder meeting. Brandon will retire and not stand for reelection to the Board in 2027, capping off 28 years of service.
CEO Change Follows Tough Q1, Lowered 2026 Outlook
The leadership change comes at a difficult time for Domino's, which reported weaker-than-expected first-quarter same-store sales on April 27, as consumer uncertainty, unfavorable weather, and increased competition weighed on results.
During the Q1 earnings call, Weiner noted that "consumer sentiment hit COVID level lows," while rival pizza chains offered promotions that matched many of Domino's value deals.
Still, the quarter wasn’t all bad. Revenue grew 3.5% year over year to $1.15 billion, order counts remained positive, and Domino's continued to gain market share in the United States. In addition, the company repurchased roughly 446,000 shares year to date through April 21.
Despite those bright spots, the softer-than-expected Q1 results prompted the company to revise its 2026 guidance. The company now expects global retail sales growth to be up mid-single digits for the year, compared with its previous forecast of around 6%. Operating income growth is projected to be mid- to high-single digits, compared with earlier guidance of approximately 8%.
Domino's isn't the only pizza chain facing headwinds. Last week, Yum! Brands (NYSE: YUM) announced plans to sell Pizza Hut in a pair of transactions valued at $2.7 billion after the chain struggled with declining same-store sales and operating profit. The move highlights the pressure facing the broader quick-service restaurant sector, particularly chains competing for value-conscious consumers.
Shares Hit a 52-Week Low After News of CEO Change
Domino's stock, which began the year at around $417, had already been trending lower before the leadership announcement.
Following the disappointing first-quarter results and reduced outlook, shares fell to roughly $335. The stock continued to drift lower in the weeks that followed, and news of Weiner's retirement added to the decline.
Shares fell nearly 6% on Monday on above-average volume, even though the official press release was issued after the market closed. The stock dropped another 4% the following day, hitting a 52-week intraday low of $282.
Year to date, Domino's shares are down more than 30%.
Analysts Trim Targets But Still See Strong Upside
Several analysts lowered their 12-month price targets following news of the CEO change, adding to the 19 targets lowered after the Q1 earnings release.
Even so, the average price target of roughly $413, more than 40% above the current price of $291, suggests analysts still see significant upside. The lowest target of $290 is roughly in line with the current share price, while the highest target of $544 is more than 85% higher.
The consensus rating on the stock is a Moderate Buy, with 17 analysts assigning it a Buy rating, 12 a Hold, and one a Sell.
Not all investors share that optimism, however. At the end of May, around 3.5 million shares, or 10.7% of the float, were sold short, compared with 2.1 million shares, or 6.3% of the float, in mid-January.
While the leadership change comes at a challenging time, Domino's decision to promote a longtime executive suggests the move is aimed at restoring growth rather than responding to a crisis.
The next test for the company will come on July 20, when it reports second-quarter results. The results should provide a clearer picture of whether the first-quarter slowdown was a temporary setback or a sign of deeper challenges. They may also help investors determine whether this year's sell-off has created a buying opportunity or warrants further caution.
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