The New Bottleneck Isn’t Computing Power — It’s Just Power

LIXTE Biotechnology Holdings (NASDAQ: LIXT), a clinical-stage biotech company, announced a definitive agreement to acquire NOMAD Transportable Power Systems and rebrand as NOMAD Power Solutions. The move positions the company to capitalize on a critical infrastructure gap: while data centers can be built in months, grid connections take 5-7 years. NOMAD's deployable, utility-grade battery systems aim to bridge this gap by offering mobile power solutions that bypass lengthy permitting processes. The company reported 175% YoY revenue growth in 2025 with projections of 135% growth in 2026 and 285% in 2027.

06/12/2026, 10:45 AM • GlobeNewswire

Battery Energy Storage System Market: $198.8 Bn by 2031, Fueled by On-Grid Utility Storage and North America, Europe Investments | Says Mordor Intelligence

The global battery energy storage system (BESS) market is projected to grow from $89.89 billion in 2026 to $198.88 billion by 2031 at a CAGR of 17.21%. Growth is driven by falling lithium-ion battery costs, utility-scale procurement mandates, grid modernization investments, and supportive government policies like the U.S. Inflation Reduction Act and EU's Net-Zero Industry Act. Asia-Pacific leads the market, while the Middle East and Africa show the fastest growth.

05/29/2026, 3:36 AM • GlobeNewswire

Short Sellers Are Hammering These 10 Stocks — One Is 86% Short

Short sellers are heavily targeting 10 stocks across energy, crypto, AI and software sectors. Venture Global leads with an extreme 86.10% short interest, while CleanSpark, Lucid Group, and others face significant bearish positioning. Despite heavy shorting, several stocks including Bitdeer, Figma, and UiPath gained on the session, suggesting potential for short squeezes if positive catalysts emerge.

05/28/2026, 3:43 PM • Benzinga

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

Three industrial energy stocks are positioned to benefit from AI-driven data center growth and increased government investment in domestic manufacturing and nuclear energy: GE Vernova, which supplies gas turbines to hyperscalers; BWX Technologies, a key nuclear component supplier and exclusive Navy fuel provider; and Fluence Energy, which provides grid-scale battery storage solutions for data centers and renewable energy integration.

05/27/2026, 3:16 PM • The Motley Fool

The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That

Hut 8 and Fluence Energy have secured major contracts positioning them as critical suppliers for AI infrastructure. Hut 8 signed a $9.8 billion 15-year lease at its Beacon Point campus, while Fluence qualified as a pre-qualified supplier to major hyperscalers for energy storage. However, emerging orbital data center projects from Google and SpaceX pose a long-term structural risk to ground-based power infrastructure investments, though economics remain unfavorable before 2030.

05/14/2026, 12:30 PM • Benzinga

Fluence Announces Pricing of Secondary Offering of Class A Common Stock by Existing Controlling Stockholders

Fluence Energy announced the pricing of a secondary offering of 20 million shares of Class A common stock by existing controlling stockholders at $21.00 per share, with an additional 3 million share option for underwriters. The company will not receive proceeds from this offering, which is expected to close on May 15, 2026. Major investment banks including Barclays, Goldman Sachs, and J.P. Morgan are managing the offering.

05/13/2026, 12:41 AM • GlobeNewswire

Why Silver, Power And Chemicals Will Be The Next Micron Trade, Top AI Expert Says

AI macro expert Jordi Visser argues the AI investment cycle is shifting from early-stage semiconductor winners like Micron to late-cycle physical bottlenecks including power generation, chemicals, and silver. He's rotating his portfolio accordingly, citing a structural mismatch between index weightings built for the software era and where economic value is actually being created in the AI buildout.

05/11/2026, 12:09 PM • Benzinga

Fluence Energy Director Sells 10,000 Shares Amid 200% Stock Surge. Here's What Investors Should Know

Fluence Energy director Harald von Heynitz sold 10,000 shares worth $165,000 on March 18, 2026, following RSU vesting to cover tax obligations. The sale represented 13.6% of his direct holdings, but the analyst views this as routine and not indicative of weakening conviction. Despite the 200% stock surge over the past year, the key question for investors is whether Fluence can convert its strong backlog and demand into sustainable margins as the energy storage market matures.

03/24/2026, 3:14 PM • The Motley Fool

2 Stocks Down Between 22% and 51% to Buy Right Now

Two Motley Fool contributors identify buying opportunities in stocks that have experienced significant declines due to short-term market overreactions. Fluence Energy has dropped 51% from its February peak despite maintaining a record $5.5 billion backlog and promising 36 GWh of potential data center projects in development. American Express has fallen 22% from recent highs amid sector-wide financial stock weakness, but maintains strong credit management metrics and expects 9-10% revenue growth with 12.5-16.4% EPS growth for fiscal 2026.

03/18/2026, 7:07 AM • The Motley Fool

Lucid Tops The Most-Shorted Stock List—Here Are 9 More Short Targets

The article identifies the top 10 most heavily shorted stocks as of March 11, 2026, with Lucid Group leading the list. It explains why stocks become heavily shorted, the mechanics of short squeezes, and notes that while high short interest can signal potential volatility and upside moves, timing such trades is challenging and investors should conduct thorough due diligence given the underlying business risks.

03/11/2026, 3:20 PM • Benzinga

Long-Duration Energy Storage (LDES) Market to Reach US$23.02 Billion by 2036, Growing at 13.8% CAGR as Multi-Day Storage Scales

The global long-duration energy storage market is estimated at US$6.34 billion in 2026 and is projected to reach US$23.02 billion by 2036, growing at 13.8% CAGR. Growth is driven by rapid renewable energy deployment, grid congestion, supportive government policies, and increasing demand for multi-day storage solutions. U.S. trade tariffs on battery components and critical minerals have created near-term cost pressures but are accelerating domestic manufacturing investment.

02/23/2026, 1:56 PM • GlobeNewswire

The AI Infrastructure Boom Is Just Getting Started. Here Are 2 Stocks to Buy.

As AI data centers demand massive power and networking infrastructure, two smaller companies are positioned to capitalize on the boom. Fluence Energy provides industrial-scale battery systems for clean, stable power delivery, while Credo Technology offers high-speed copper cables that match fiber-optic performance with lower power consumption. Both companies address critical data center pain points as hyperscalers invest nearly $1 trillion in infrastructure buildouts.

02/12/2026, 1:03 AM • The Motley Fool

Energy Storage Market Projected to Reach US$ 486.18 Billion by 2035, Supported by Large-Scale Deployment in China Says Astute Analytica

The global energy storage market is projected to grow from US$ 50.16 billion in 2025 to US$ 486.18 billion by 2035 at a CAGR of 25.50%, driven by plummeting hardware costs and renewable integration needs. Lithium-ion technology dominates with 87% market share, while grid-scale applications lead in capital investment. China leads global deployments with 108 GWh of new capacity in 2024, while the US expands rapidly across key states. Manufacturing overcapacity and robust capital inflows are fueling market growth.

01/20/2026, 12:40 PM • GlobeNewswire

Johnson Fistel Investigates Fluence Energy, Inc. on Behalf of Long-Term Shareholders

Law firm Johnson Fistel is investigating potential securities law violations by Fluence Energy's officers and directors, alleging false statements and undisclosed material facts about the company's business relationships and financial performance.

10/22/2025, 6:39 PM • GlobeNewswire

Fluence Energy Could Be a Multi-Bagger Play in Energy Technology

Fluence Energy is positioned as a promising energy technology company with significant international market potential, offering grid optimization and battery storage solutions, and demonstrating strong backlog bookings of nearly $5 billion.

10/15/2025, 10:28 AM • Investing