1 month ago
Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers.
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.
#energy #architecture
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.
#energy #architecture
2 months ago
Big Tech is betting trillions of dollars on artificial intelligence, with a lot of that to be spent on building the data centers that would power large language models. Stock markets are reflecting this in Big Tech stocks, but that's not the only industry riding the artificial intelligence wave. Because that wave runs on electricity and the equipment that brings it from generator to consumer.
There have been reports about a chip shortage caused by the AI rush, and higher compute prices overall resulting from AI-related demand growth in electronics. But a more serious shortage is unfolding in power equipment, as the companies pledging hundreds of billions in AI investments want everything ready yesterday if possible. Alas, it is not.
Transformers, a vital component of the grid, have been in increasingly short supply for at least two years. The shortage has been driven by the fast growth in electricity demand, mostly coming from the tech sector, and the inability to respond to that growth with equally fast grid expansion.
Related: Europe's Low Gas Stocks Set Stage for Winter LNG Battle
Transformers are used to convert the high-voltage electricity that runs from power plants to substations along transmission lines to a lower-voltage electric current that can be used by end consumers, including data centers. According to Wood Mackenzie, the shortfall in transformers this year is 15%. Yet there is also a shortage of substations, highlighting the essential nature of power equipment. Per Wood Mackenzie estimates, the substation deficit is 8%. This situation will be aggravated further by a recent executive order by President Trump that banned imports of bulk power equipment from China.
#Growth #wood #stocks
There have been reports about a chip shortage caused by the AI rush, and higher compute prices overall resulting from AI-related demand growth in electronics. But a more serious shortage is unfolding in power equipment, as the companies pledging hundreds of billions in AI investments want everything ready yesterday if possible. Alas, it is not.
Transformers, a vital component of the grid, have been in increasingly short supply for at least two years. The shortage has been driven by the fast growth in electricity demand, mostly coming from the tech sector, and the inability to respond to that growth with equally fast grid expansion.
Related: Europe's Low Gas Stocks Set Stage for Winter LNG Battle
Transformers are used to convert the high-voltage electricity that runs from power plants to substations along transmission lines to a lower-voltage electric current that can be used by end consumers, including data centers. According to Wood Mackenzie, the shortfall in transformers this year is 15%. Yet there is also a shortage of substations, highlighting the essential nature of power equipment. Per Wood Mackenzie estimates, the substation deficit is 8%. This situation will be aggravated further by a recent executive order by President Trump that banned imports of bulk power equipment from China.
#Growth #wood #stocks
2 months ago
PEOPLE has obtained Peter Cullen's death certificate, confirming his cause of death
The voice actor died at his home in Los Angeles on Aug. 26 at age 85
In a statement, his family asked fans to "honor his remarkable legacy by serving your communities and leading others with compassion, integrity and loyalty"
Peter Cullen's cause of death has been revealed.
The voice actor, who best known for playing Optimus Prime in the Transformers movies and Eeyore in Winnie the Pooh, died on Aug. 26 at his Los Angeles home at age 85, a rep previously confirmed to PEOPLE.
#actor #died #optimus
The voice actor died at his home in Los Angeles on Aug. 26 at age 85
In a statement, his family asked fans to "honor his remarkable legacy by serving your communities and leading others with compassion, integrity and loyalty"
Peter Cullen's cause of death has been revealed.
The voice actor, who best known for playing Optimus Prime in the Transformers movies and Eeyore in Winnie the Pooh, died on Aug. 26 at his Los Angeles home at age 85, a rep previously confirmed to PEOPLE.
#actor #died #optimus
2 months ago
Transformers director Michael Bay recently revealed that he spoke with original franchise star Shia LaBeouf earlier this year. However, their conversation did not touch on the actor's legal troubles. LaBeouf was arrested in New Orleans on February 17 following a confrontation during Mardi Gras. He was charged with three counts after allegedly punching two men outside a French Quarter bar.
Bay, who directed LaBeouf in three Transformers movies, told TMZ that he last communicated with LaBeouf roughly six months ago. The 61-year-old said, "He called me, and this was a very nice call he gave. He said he went on the Transformers Universal ride with his daughter."
Bay said LaBeouf told him he had finally watched their movies through his daughter's eyes and cried. LaBeouf had never told his daughter that he appeared in the films, but she was drawn to the Transformers ride. Bay called the experience a "great story." LaBeouf, who played the lead character, Sam Witwicky, shares a four-year-old daughter, Isabel, with The Odyssey actress Mia Goth.
Bay also revealed that he has not checked in with the actor since their previous conversation. However, he added, "He's a great guy, and he's a great actor. I had an amazing time working with him, and I think he's a very good person."
The New Orleans Police Department confirmed that officers were called to the Royal Street Inn and Bar in Faubourg Marigny following an alleged altercation involving LaBeouf. Court documents say a manager tried to escort him out, but the actor allegedly attempted to hit. LaBeouf then allegedly punched a male patron who stepped in to help the manager.
#year #called
Bay, who directed LaBeouf in three Transformers movies, told TMZ that he last communicated with LaBeouf roughly six months ago. The 61-year-old said, "He called me, and this was a very nice call he gave. He said he went on the Transformers Universal ride with his daughter."
Bay said LaBeouf told him he had finally watched their movies through his daughter's eyes and cried. LaBeouf had never told his daughter that he appeared in the films, but she was drawn to the Transformers ride. Bay called the experience a "great story." LaBeouf, who played the lead character, Sam Witwicky, shares a four-year-old daughter, Isabel, with The Odyssey actress Mia Goth.
Bay also revealed that he has not checked in with the actor since their previous conversation. However, he added, "He's a great guy, and he's a great actor. I had an amazing time working with him, and I think he's a very good person."
The New Orleans Police Department confirmed that officers were called to the Royal Street Inn and Bar in Faubourg Marigny following an alleged altercation involving LaBeouf. Court documents say a manager tried to escort him out, but the actor allegedly attempted to hit. LaBeouf then allegedly punched a male patron who stepped in to help the manager.
#year #called
2 months ago
Elon Musk's Tesla (TSLA) has plenty on its plate right now. The EV giant is pouring billions into high-profile bets such as robotaxis, humanoid robots, and a massive chip fabrication plant, all in the hope of unlocking its next phase of growth. But those ambitious investments are already showing up in the numbers, weighing on profits and pushing free cash flow into negative territory. Now, a major policy shift from Washington could give Tesla's energy business an unexpected boost. On Aug. 27, President Donald Trump signed an emergency order aimed at keeping certain foreign-made transformers and other critical power equipment out of the U.S. electric grid.
The order broadly restricts the purchase, import, or installation of certain foreign-made bulk-power system equipment and related software if they could create cybersecurity or operational risks. It also opens the door to new rules that could affect equipment already installed across the U.S. That could be a big deal for the U.S. energy industry. China currently accounts for roughly 80% of the world's battery and solar inverter manufacturing capacity, according to the International Energy Agency.
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#order
The order broadly restricts the purchase, import, or installation of certain foreign-made bulk-power system equipment and related software if they could create cybersecurity or operational risks. It also opens the door to new rules that could affect equipment already installed across the U.S. That could be a big deal for the U.S. energy industry. China currently accounts for roughly 80% of the world's battery and solar inverter manufacturing capacity, according to the International Energy Agency.
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Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.
Despite Impressive Results, Nvidia Stock May Be Stuck in a Range - What's the Best Play?
#order
2 months ago
Fergie and Josh Duhamel are parents to a teenager!
The former couple wed in 2009. Four years later, they welcomed son Axl Jack on Aug. 29, 2013, before they divorced in 2019. The "Clumsy" singer and Transformers actor have remained good friends and continue to coparent their child together. Fergie has also been supportive of Duhamel and now-wife Audra Mari's relationship. When the couple announced they were expecting their first child together in 2023 — they welcomed son Shepherd Lawrence in 2024 and daughter Rocca De Leon in 2026 — the actor revealed Fergie was thrilled to hear the news.
"Thankfully Fergie's an amazing woman, she really is," Duhamel stated while on The Jess Cagle Show. "She's taken Audra in."
He continued, "You never know how these things are going to go. But because she's such a kind-hearted person, she really, truly is, she only has love for Audra. I can't believe how excited she is for us. It could be a lot worse. I've seen it. I've lived it. And thankfully we have a really civil situation."
On Aug. 30, both Fergie and Duhamel posted sweet tributes to Axl as he commemorated his milestone 13th birthday. Ahead, see photos of Fergie and Josh Duhamel's son through the years.
#really
The former couple wed in 2009. Four years later, they welcomed son Axl Jack on Aug. 29, 2013, before they divorced in 2019. The "Clumsy" singer and Transformers actor have remained good friends and continue to coparent their child together. Fergie has also been supportive of Duhamel and now-wife Audra Mari's relationship. When the couple announced they were expecting their first child together in 2023 — they welcomed son Shepherd Lawrence in 2024 and daughter Rocca De Leon in 2026 — the actor revealed Fergie was thrilled to hear the news.
"Thankfully Fergie's an amazing woman, she really is," Duhamel stated while on The Jess Cagle Show. "She's taken Audra in."
He continued, "You never know how these things are going to go. But because she's such a kind-hearted person, she really, truly is, she only has love for Audra. I can't believe how excited she is for us. It could be a lot worse. I've seen it. I've lived it. And thankfully we have a really civil situation."
On Aug. 30, both Fergie and Duhamel posted sweet tributes to Axl as he commemorated his milestone 13th birthday. Ahead, see photos of Fergie and Josh Duhamel's son through the years.
#really
2 months ago
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Credit: Activision
In his review of Transformers: War for Cybertron, Dan Stapleton referred to "the tingly nerd-joy of hearing original Optimus Prime voice actor Peter Cullen's authoritative dialogue". Every time the character appeared on screen, as he did many times in videogames like Transformers: Devastation and Fall of Cybertron or the middling movies, it was thrilling to hear him and realize, yes, they got the "real" Optimus Prime.
As noted by The Hollywood Reporter, Cullen has died at the age of 85. He joins a string of particularly beloved celebrities to have died in recent days, including Dolly Parton, Yayoi Kusama, and Red Alert 3 star and camp icon Tim Curry.
While most famous for his recurring role as Optimus Prime, Cullen also voiced Venger in Dungeons & Dragons, Eeyore in Winnie the Pooh, Monterey Jack in Chip 'n Dale: Rescue Rangers, and provided the menacing clicking sounds for the Predator.
#transformers #cybertron #died #credit
Credit: Activision
In his review of Transformers: War for Cybertron, Dan Stapleton referred to "the tingly nerd-joy of hearing original Optimus Prime voice actor Peter Cullen's authoritative dialogue". Every time the character appeared on screen, as he did many times in videogames like Transformers: Devastation and Fall of Cybertron or the middling movies, it was thrilling to hear him and realize, yes, they got the "real" Optimus Prime.
As noted by The Hollywood Reporter, Cullen has died at the age of 85. He joins a string of particularly beloved celebrities to have died in recent days, including Dolly Parton, Yayoi Kusama, and Red Alert 3 star and camp icon Tim Curry.
While most famous for his recurring role as Optimus Prime, Cullen also voiced Venger in Dungeons & Dragons, Eeyore in Winnie the Pooh, Monterey Jack in Chip 'n Dale: Rescue Rangers, and provided the menacing clicking sounds for the Predator.
#transformers #cybertron #died #credit
2 months ago
The world is mourning the loss of iconic voice actor Peter Cullen, who died at the age of 85. He was an all-time great voice actor. He was Optimus Prime in Transformers. He was Eeyore in Winnie the Pooh. He was Monterey Jack in Chip 'n' Dale's Rescue Rangers. He was King Kong.
What was the cause of death? None has been reported so far, and in a statement to USA TODAY his agent Kevin Motley had this to say: "Peter Cullen passed away peacefully, surrounded by his loving family – and held in the hearts of his many friends and countless fans worldwide."
We'll update this story with more information as it becomes available.
Here's our list of the best of them.
This article originally appeared on For The Win: What happened to Optimus Prime voice actor Peter Cullen? Everything we know
#peter #cullen #optimus #transformers
What was the cause of death? None has been reported so far, and in a statement to USA TODAY his agent Kevin Motley had this to say: "Peter Cullen passed away peacefully, surrounded by his loving family – and held in the hearts of his many friends and countless fans worldwide."
We'll update this story with more information as it becomes available.
Here's our list of the best of them.
This article originally appeared on For The Win: What happened to Optimus Prime voice actor Peter Cullen? Everything we know
#peter #cullen #optimus #transformers
2 months ago
Actor Peter Cullen, who voiced popular characters including Optimus Prime in Transformers and Eeyore in Disney's Winnie the Pooh franchise, has died at the age of 85.
The Canadian actor began his most famous role - as the heroic deep-voiced Optimus Prime - for the Transformers TV series in 1984, then returned for seven Hollywood films from 2007 to 2023 and other spin-offs.
He voiced depressive donkey Eeyore in TV animation The New Adventures of Winnie the Pooh from the late 1980s as well as numerous related shows, films and games.
His other memorable voice parts included KARR, the evil counterpart to KITT in TV show Knight Rider; the clicking vocalisations of The Predator in Arnold Schwarzenegger's 1987 film; and the roars of King Kong in 1976.
Cullen received a lifetime achievement award at the Children's & Family Emmy Awards in 2023 [Getty Images]
#voiced #winnie #actor
The Canadian actor began his most famous role - as the heroic deep-voiced Optimus Prime - for the Transformers TV series in 1984, then returned for seven Hollywood films from 2007 to 2023 and other spin-offs.
He voiced depressive donkey Eeyore in TV animation The New Adventures of Winnie the Pooh from the late 1980s as well as numerous related shows, films and games.
His other memorable voice parts included KARR, the evil counterpart to KITT in TV show Knight Rider; the clicking vocalisations of The Predator in Arnold Schwarzenegger's 1987 film; and the roars of King Kong in 1976.
Cullen received a lifetime achievement award at the Children's & Family Emmy Awards in 2023 [Getty Images]
#voiced #winnie #actor
2 months ago
Peter Cullen has died at the age of 85. Cullen was a prolific voice actor who played Transformers' Optimus Prime in both the animated and live-action franchises, Winnie the Pooh's Eeyore, the evil K.A.R.R. in Knight Rider, and more. He was also known for voicing the menacing clicking sounds that came out of the monster's mouth in Predator, starring Arnold Schwarzenegger.
Cullen's death was announced on Thursday, August 27, but Cullen died on August 26 in his home in Los Angeles, his agent, Kevin Motley, told The Hollywood Reporter. An official cause of death has not been disclosed.
The Canadian actor "passed away peacefully, surrounded by his loving family — and held in the hearts of his many friends and countless fans worldwide," Cullen's family said in a statement. The family asks "that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity, and loyalty, and always remember 'be strong enough to be gentle.'"
Cullen recently played the voice of Thadeus in Invincible on Prime Video. Cullen also played the voice of King Kong in the 1976 remake. His live-action work in the early years of his career included being the announcer for The Smothers Brothers Comedy Hour and The Sonny & Cher Comedy Hour.
Related
#voice #august #hour
Cullen's death was announced on Thursday, August 27, but Cullen died on August 26 in his home in Los Angeles, his agent, Kevin Motley, told The Hollywood Reporter. An official cause of death has not been disclosed.
The Canadian actor "passed away peacefully, surrounded by his loving family — and held in the hearts of his many friends and countless fans worldwide," Cullen's family said in a statement. The family asks "that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity, and loyalty, and always remember 'be strong enough to be gentle.'"
Cullen recently played the voice of Thadeus in Invincible on Prime Video. Cullen also played the voice of King Kong in the 1976 remake. His live-action work in the early years of his career included being the announcer for The Smothers Brothers Comedy Hour and The Sonny & Cher Comedy Hour.
Related
#voice #august #hour
2 months ago
Peter Cullen has died at age 85
The voice actor was known for his roles as Optimus Prime in Transformers and Eeyore in Disney's Winnie the Pooh franchise
"His family asks that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity and loyalty and always remember 'be strong enough to be gentle,'" his family said
Peter Cullen, the voice actor known for his work in the Transformers and Winnie the Pooh franchises, has died. He was 85.
Cullen died on Wednesday, Aug. 26, at his home in Los Angeles, a rep for the actor confirmed to PEOPLE. A cause of death was not shared.
#transformers #family
The voice actor was known for his roles as Optimus Prime in Transformers and Eeyore in Disney's Winnie the Pooh franchise
"His family asks that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity and loyalty and always remember 'be strong enough to be gentle,'" his family said
Peter Cullen, the voice actor known for his work in the Transformers and Winnie the Pooh franchises, has died. He was 85.
Cullen died on Wednesday, Aug. 26, at his home in Los Angeles, a rep for the actor confirmed to PEOPLE. A cause of death was not shared.
#transformers #family
2 months ago
Canadian voice actor Peter Cullen has died, aged 85. He is best known as the voice of Optimus Prime in the Transformers films, TV shows and video games as well as Eeyore in dozens of Winnie the Pooh projects;
His agent Kevin Motley, announced his death to The Hollywood Reporter, confirming he passed on Wednesday 27 August at the age of 85.
He "passed away peacefully, surrounded by his loving family — and held in the hearts of his many friends and countless fans worldwide," his family said in a statement. They ask "that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity and loyalty and always remember 'be strong enough to be gentle'."
Born in Montreal, Cullen voiced King Kong in the 1976 remake and the evil K.A.R.R. in Knight Rider series. He was also the originator of the clicking sounds made by the monster in 1987's Predator.
He also worked as the announcer for The Smothers Brothers Comedy Hour and The Sonny & Cher Comedy Hour.
#family
His agent Kevin Motley, announced his death to The Hollywood Reporter, confirming he passed on Wednesday 27 August at the age of 85.
He "passed away peacefully, surrounded by his loving family — and held in the hearts of his many friends and countless fans worldwide," his family said in a statement. They ask "that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity and loyalty and always remember 'be strong enough to be gentle'."
Born in Montreal, Cullen voiced King Kong in the 1976 remake and the evil K.A.R.R. in Knight Rider series. He was also the originator of the clicking sounds made by the monster in 1987's Predator.
He also worked as the announcer for The Smothers Brothers Comedy Hour and The Sonny & Cher Comedy Hour.
#family
2 months ago
Peter Cullen, the Canadian voice actor who voiced Optimus Prime in the original 1980s Transformers animated series, later reprised the role in the film and TV franchises and also voiced Eeyore in the Winnie the Pooh franchise, among many others, has died. He was 85.
His family told TMZ Cullen died Wednesday in Los Angeles but did not provide a cause of death.
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#peter #canadian #eeyore #winnie
His family told TMZ Cullen died Wednesday in Los Angeles but did not provide a cause of death.
More from Deadline
2026 Deaths Photo Gallery: Hollywood & Media Obituaries
Remembering Tim Curry: A Career in Photos
#peter #canadian #eeyore #winnie
2 months ago
HOLLYWOOD, CA - SEPTEMBER 30: Voiceover actor Peter Cullen at the Optimus Prime hand and footprint ceremony held at TCL Chinese Theatre IMAX on September 30, 2014 in Hollywood, California. (Photo by Albert L. Ortega/Getty Images)
Peter Cullen, the Canadian voice actor whose deep, measured baritone gave Optimus Prime his voice across four decades of the Transformers franchise, died at his Los Angeles home He was 85. No cause of death was confirmed, and the passing was first reported by TMZ.
His family said in a statement, "Peter Cullen passed away peacefully, surrounded by his loving family — and held in the hearts of his many friends and countless fans worldwide. His family asks that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity, and loyalty, and always remember: be strong enough to be gentle."
That last phrase — "be strong enough to be gentle" — was the advice Cullen's brother Larry gave him when he auditioned for the role of Optimus Prime in 1984. Cullen based the character's voice on Larry, a Marine veteran, deciding that a true leader's strength should carry warmth rather than aggression. The audition won him the long-running role.
Cullen's animation career began well before Transformers, voicing characters across Pac-Man, Rainbow Brite, Voltron, The Addams Family, and Chip 'n Dale Rescue Rangers as Monterey Jack, and provided the vocal effects of the Predator in the ep 1987 film of the same name. He was also the voice of Eeyore in Disney's Winnie the Pooh properties for years, a role he described as among his favourites. Disney later turned to Brad Garrett for a couple of 2018 productions, though Cullen remained the character's primary voice elsewhere.
#peter
Peter Cullen, the Canadian voice actor whose deep, measured baritone gave Optimus Prime his voice across four decades of the Transformers franchise, died at his Los Angeles home He was 85. No cause of death was confirmed, and the passing was first reported by TMZ.
His family said in a statement, "Peter Cullen passed away peacefully, surrounded by his loving family — and held in the hearts of his many friends and countless fans worldwide. His family asks that you honor his remarkable legacy by serving your communities and leading others with compassion, integrity, and loyalty, and always remember: be strong enough to be gentle."
That last phrase — "be strong enough to be gentle" — was the advice Cullen's brother Larry gave him when he auditioned for the role of Optimus Prime in 1984. Cullen based the character's voice on Larry, a Marine veteran, deciding that a true leader's strength should carry warmth rather than aggression. The audition won him the long-running role.
Cullen's animation career began well before Transformers, voicing characters across Pac-Man, Rainbow Brite, Voltron, The Addams Family, and Chip 'n Dale Rescue Rangers as Monterey Jack, and provided the vocal effects of the Predator in the ep 1987 film of the same name. He was also the voice of Eeyore in Disney's Winnie the Pooh properties for years, a role he described as among his favourites. Disney later turned to Brad Garrett for a couple of 2018 productions, though Cullen remained the character's primary voice elsewhere.
#peter
2 months ago
Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter highlighted a strong second quarter for equity markets, with the S&P 500 up about 15% and projected earnings growth at the fastest rate in five years. Despite challenges like tensions with Iran and lower oil prices, the semiconductor sector and AI advancements drove significant stock price increases. In fixed income, rising yields have made corporate bonds appealing, offering over 5% returns. However, consumer sentiment is waning, and the savings rate is at a six-decade low, raising caution about the economy. Investment trends suggest that while overall market valuations are high, quality businesses present selective opportunities for long-term gains amidst short-term volatility. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, Sandhill Investment Management highlighted Forgent Power Solutions, Inc. (NYSE:FPS) as a new holdings. Forgent Power Solutions, Inc. (NYSE:FPS) is a leading industrial company that designs and manufactures electrical distribution equipment used in data centers, the power grid, and energy-intensive industrial facilities. On August 26, 2026, Forgent Power Solutions, Inc. (NYSE:FPS) closed at $32.21 per share, reflecting a market capitalization of $9.80 billion. Forgent Power Solutions, Inc. (NYSE:FPS) posted a one-month return of -3.22%.
Sandhill Investment Management stated the following regarding Forgent Power Solutions, Inc. (NYSE:FPS) in its Q2 2026 investor letter:
"Despite the elevated broad market valuation and the caution related to the consumer, quality businesses are being valued more cheaply than they have been in a long time, and we are putting capital to work. We remain selective, but individual businesses are presenting compelling value.
We also initiated a position in Forgent Power Solutions, Inc. (NYSE:FPS), a newly public manufacturer of electrical distribution equipment, including transformers, switchgear and prefabricated power systems for data centers and the broader electric grid. As AI infrastructure spending accelerates, power equipment has become a critical constraint on new data center capacity. Forgent's ability to provide an integrated range of electrical products positions it well as customers seek faster and more coordinated solutions. Forgent, by contrast, is a newly public company that remains less widely followed despite strong long-term growth prospects and a valuation that leaves room for upside."
#power #NYSE #letter #company
In its Q2 2026 investor letter, Sandhill Investment Management highlighted Forgent Power Solutions, Inc. (NYSE:FPS) as a new holdings. Forgent Power Solutions, Inc. (NYSE:FPS) is a leading industrial company that designs and manufactures electrical distribution equipment used in data centers, the power grid, and energy-intensive industrial facilities. On August 26, 2026, Forgent Power Solutions, Inc. (NYSE:FPS) closed at $32.21 per share, reflecting a market capitalization of $9.80 billion. Forgent Power Solutions, Inc. (NYSE:FPS) posted a one-month return of -3.22%.
Sandhill Investment Management stated the following regarding Forgent Power Solutions, Inc. (NYSE:FPS) in its Q2 2026 investor letter:
"Despite the elevated broad market valuation and the caution related to the consumer, quality businesses are being valued more cheaply than they have been in a long time, and we are putting capital to work. We remain selective, but individual businesses are presenting compelling value.
We also initiated a position in Forgent Power Solutions, Inc. (NYSE:FPS), a newly public manufacturer of electrical distribution equipment, including transformers, switchgear and prefabricated power systems for data centers and the broader electric grid. As AI infrastructure spending accelerates, power equipment has become a critical constraint on new data center capacity. Forgent's ability to provide an integrated range of electrical products positions it well as customers seek faster and more coordinated solutions. Forgent, by contrast, is a newly public company that remains less widely followed despite strong long-term growth prospects and a valuation that leaves room for upside."
#power #NYSE #letter #company
2 months ago
Megan Fox is taking on critics as she addresses public commentary surrounding her postpartum appearance after sharing new images on social media.
While many users praised her and her appearance, the actress received negative criticism about her age and outfit choices, following a series of photos she posted to her Instagram account over a year after welcoming her daughter, Saga.
Rather than ignoring unwanted criticism regarding her age and outfit choices, Megan Fox confronted the critics, showing her refusal to let online users dictate her self-expression or lifestyle.
In her Instagram post, the "Transformers" star shared photos wearing a black bandeau top, matching chaps, sunglasses, and a necklace alongside the caption "Intellectual Compatibility>>."
The stylish upload generated significant engagement in the comment section, attracting a majority of praise from the comments but also criticisms regarding her body, age, and outfit choices.
#users #photos #regarding
While many users praised her and her appearance, the actress received negative criticism about her age and outfit choices, following a series of photos she posted to her Instagram account over a year after welcoming her daughter, Saga.
Rather than ignoring unwanted criticism regarding her age and outfit choices, Megan Fox confronted the critics, showing her refusal to let online users dictate her self-expression or lifestyle.
In her Instagram post, the "Transformers" star shared photos wearing a black bandeau top, matching chaps, sunglasses, and a necklace alongside the caption "Intellectual Compatibility>>."
The stylish upload generated significant engagement in the comment section, attracting a majority of praise from the comments but also criticisms regarding her body, age, and outfit choices.
#users #photos #regarding
3 months ago
GEV's $176B backlog positions it as the premium AI infrastructure bet; NEE trades at 22x forward earnings with 8%+ EPS growth through 2032.
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
3 months ago
GE Vernova (NYSE: GEV) stock went on an absolute tear in the first half of 2026, surging 79.8%, according to data provided by S&P Global Market Intelligence.
Shortly after spinning off from General Electric (now GE Aerospace) in April 2024, the market realized that building massive artificial intelligence (AI) data centers isn't just a software or chip challenge – it's an energy challenge, and it's bigger than anything else.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Big tech companies suddenly needed astronomical amounts of immediate, reliable, round-the-clock electricity. As the world's largest manufacturer of natural gas turbines and a leading manufacturer of electrical transmission and distribution equipment, such as transformers and switchgear, GE Vernova had the right solution on scale.
The stock nearly doubled in 2025 and continued to rally through the first six months of 2026 as order book exploded. GE Vernova's latest numbers, however, have sent the stock tumbling. What does that mean for investors?
#NVIDIA #signal #vernova #challenge
Shortly after spinning off from General Electric (now GE Aerospace) in April 2024, the market realized that building massive artificial intelligence (AI) data centers isn't just a software or chip challenge – it's an energy challenge, and it's bigger than anything else.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Big tech companies suddenly needed astronomical amounts of immediate, reliable, round-the-clock electricity. As the world's largest manufacturer of natural gas turbines and a leading manufacturer of electrical transmission and distribution equipment, such as transformers and switchgear, GE Vernova had the right solution on scale.
The stock nearly doubled in 2025 and continued to rally through the first six months of 2026 as order book exploded. GE Vernova's latest numbers, however, have sent the stock tumbling. What does that mean for investors?
#NVIDIA #signal #vernova #challenge
4 months ago
By Kavya Balaraman
July 9 (Reuters) - Skyrocketing demand from artificial intelligence data centers is exacerbating shortages of critical grid equipment like transformers across the U.S., driving up costs, stretching out wait times and spurring utilities and developers to lock in orders far in advance.
Transformers, which are used to step up or step down electricity voltage, have witnessed persistent shortages over the last five years, when demand began to rebound faster than supply due to COVID-19-related lockdowns.
Supplies are being further squeezed by the rapid buildout of AI infrastructure, experts say. Lead times, or the time taken between an initial order and its delivery, for some high-voltage transformers have increased to multiple years from around a year in 2020 and 2021.
"Equipment availability is becoming the biggest concern for developers as they value time to market so highly," said Ben Boucher, senior **** yst with consultancy Wood Mackenzie.
July 9 (Reuters) - Skyrocketing demand from artificial intelligence data centers is exacerbating shortages of critical grid equipment like transformers across the U.S., driving up costs, stretching out wait times and spurring utilities and developers to lock in orders far in advance.
Transformers, which are used to step up or step down electricity voltage, have witnessed persistent shortages over the last five years, when demand began to rebound faster than supply due to COVID-19-related lockdowns.
Supplies are being further squeezed by the rapid buildout of AI infrastructure, experts say. Lead times, or the time taken between an initial order and its delivery, for some high-voltage transformers have increased to multiple years from around a year in 2020 and 2021.
"Equipment availability is becoming the biggest concern for developers as they value time to market so highly," said Ben Boucher, senior **** yst with consultancy Wood Mackenzie.
4 months ago
Hasbro, Inc. (HAS), headquartered in Pawtucket, Rhode Island, functions as a toy and game company. Valued at $11.9 billion by market cap, the company offers a diverse range of toys, games, interactive software, puzzles, and infant products through popular brands like MAGIC: THE GATHERING, Hasbro Gaming, PLAY-DOH, NERF, TRANSFORMERS, DUNGEONS & DRAGONS, PEPPA PIG, and more. The toy giant is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of the event, **** ysts expect HAS to report a profit of $1.18 per share on a diluted basis, down 9.2% from $1.30 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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Ahead of the event, **** ysts expect HAS to report a profit of $1.18 per share on a diluted basis, down 9.2% from $1.30 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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4 months ago
Enphase Energy (NASDAQ:ENPH) is one of the 15 AI Stocks ***** ysts Are Watching: Microsoft, Nvidia, and More.
The data center power market holds significant opportunity, and Enphase Energy is one name that could benefit from it. On June 18, Barclays ***** yst Christine Cho upgraded the stock from Underweight to Equal weight with a price target of $51.00 (from $30).
In particular, Barclays upgrade reflects opportunity for Enphase in solid-state transformers, or SSTs. The firm estimates that this could represent an estimated $2 billion annual US market by the late 2020s.
The investor note pointed out that hyperscalers are migrating to 800-volt direct-current power architectures to support denser server racks. This could make SSTs a core component of the power system and replace or displace traditional transformers.
Unlike legacy hardware, SSTs resemble inverters in functionality – leveraging active power conversion and control – which plays directly to ENPH's technical strengths.
The data center power market holds significant opportunity, and Enphase Energy is one name that could benefit from it. On June 18, Barclays ***** yst Christine Cho upgraded the stock from Underweight to Equal weight with a price target of $51.00 (from $30).
In particular, Barclays upgrade reflects opportunity for Enphase in solid-state transformers, or SSTs. The firm estimates that this could represent an estimated $2 billion annual US market by the late 2020s.
The investor note pointed out that hyperscalers are migrating to 800-volt direct-current power architectures to support denser server racks. This could make SSTs a core component of the power system and replace or displace traditional transformers.
Unlike legacy hardware, SSTs resemble inverters in functionality – leveraging active power conversion and control – which plays directly to ENPH's technical strengths.
