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Bloom Energy blossoms after reporting Q3 numbers

The market seems to like the better-than-expected news.

10/28/25 3:28PM

Fuel-cell-based power provider Bloom Energy— which has seen its market value soar by more than $20 billion thanks to a 1,000% run over the last year — reported better-than-expected numbers Tuesday after the close of trading in New York, sending the stock up in the after-hours session.

The company reported:

Adjusted earnings per share of $0.15 vs. the $0.10 expected by analysts, according to FactSet.
Revenue of $519.05 million vs. the $428.4 million consensus forecast.
Operating profits of $7.9 million vs. the $5.6 million analysts expected.

It’s worth noting that despite the company’s remarkable rise in market value, it’s still losing money when judged by the more stringent accounting standard known as GAAP — which incorporates the impact of debt management and stock options, among other expenses. Bloom Energy’s GAAP loss was $23.1 million during the quarter.

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Claire Yubin Oh16m

Alibaba jumps on report of a potential IPO for its AI chipmaking division

Alibaba ADRs are up 5% in premarket trading on Thursday after Bloomberg reported that the cloud and e-commerce giant is preparing to list its chipmaking division, looking to capitalize on strong investor interest in AI.

Citing people familiar with the matter, the Chinese tech giant is reportedly looking to first restructure the unit, known as T-Head, into a partially employee-owned business, before exploring an IPO, though the specific timing for this process remains uncertain.

Though Alibaba’s IPO plans are still at an early stage, with T-Head’s valuation expectations still unclear, recent debuts by rival Chinese chipmakers like Moore Threads Technology have attracted strong interest from investors, jumping 400%+ on its first day after raising $1.13 billion.

Alibaba has also been investing aggressively into AI in the past year, committing more than $53 billion to develop its cloud and AI infrastructure. Last week, the company upgraded Qwen — its flagship AI app — to function more like an agentic chatbot able to place orders for food, book travel, and execute other tasks, as the company pushes further into consumer-facing AI.

Alibaba Is Said to Plan IPO for AI Chipmaking Unit T-Head

Luke Kawa13h

GameStop jumps after CEO Ryan Cohen purchases another 500,000 shares

Ryan Cohen is putting his money where his mouth is.

The GameStop CEO bought another 500,000 shares of company stock for $10.8 million on Wednesday, per a filing.

The stock was trading higher on Wednesday thanks to Cohen’s purchase of 500,000 shares for roughly $10.6 million on Tuesday, extended the gains in the after-hours session on the news, and is now up 3% in premarket trading, as of 4:45 a.m. ET.

“The Reporting Person believes that it is essential for the Chief Executive Officer of any public company to purchase shares of such company in the open market with his or her own personal funds in order to further strengthen alignment with stockholders,” per the filing. “The Reporting Person believes that any Chief Executive Officer who fails to do so should be fired.”

Cohen is poised to become even more financially enmeshed with GameStop’s stock and operating performance should shareholders approve a package that would tie his pay completely to ambitious targets for the company’s earnings and market cap.

The CEO now owns about 8.56% of shares outstanding.

Luke Kawa14h

AppLovin tumbles; company dismisses negative report as “false, misleading, and nonsensical”

AppLovin managed to finish Tuesday well off its lows after initially getting clobbered in the wake of an incendiary report published by CapitalWatch.

Nonetheless, shares are getting torched on Wednesday, ending down nearly 6%. An AppLovin spokesperson forcefully denied the allegations made by CapitalWatch, which included calling the ad tech firm “the ultimate monument to 21st-century new-type transnational financial crime.”

Per an emailed statement:

“We categorically reject the claims made in this report, which is rife with false, misleading, and nonsensical allegations. AppLovin’s public filings transparently disclose our material investments, global operations, and information regarding significant shareholders.”

“Claims that AppLovin facilitated money laundering or its products are used for unauthorized downloads are patently false. AppLovin functions within a broader ecosystem that includes major app stores, operating systems, and payment providers, and the apps monetized through our platform must be publicly available on the major app stores and subject to their independent review and enforcement. Economically, the money laundering theory is implausible: publishers receive only a portion of advertiser spend, meaning any attempt to ‘launder’ funds would require forfeiting a substantial share while creating a highly visible, auditable transaction trail across multiple independent companies. Accepting the report’s premise would therefore imply a systemic failure across the broader mobile advertising and app-store ecosystem, for which the report provides no evidence.”

AppLovin craters after report from CapitalWatch alleges it’s a money-laundering operation for “transnational criminal kingpins”

Per an emailed statement:

“We categorically reject the claims made in this report, which is rife with false, misleading, and nonsensical allegations. AppLovin’s public filings transparently disclose our material investments, global operations, and information regarding significant shareholders.”

“Claims that AppLovin facilitated money laundering or its products are used for unauthorized downloads are patently false. AppLovin functions within a broader ecosystem that includes major app stores, operating systems, and payment providers, and the apps monetized through our platform must be publicly available on the major app stores and subject to their independent review and enforcement. Economically, the money laundering theory is implausible: publishers receive only a portion of advertiser spend, meaning any attempt to ‘launder’ funds would require forfeiting a substantial share while creating a highly visible, auditable transaction trail across multiple independent companies. Accepting the report’s premise would therefore imply a systemic failure across the broader mobile advertising and app-store ecosystem, for which the report provides no evidence.”

Tasha Matsumoto, Nate Becker

14h

Stocks jump as Trump walks back European tariff threats

All sector ETFs traded higher in the broad-based rally.

Benny, the mascot for the Chicago Bulls, performs during a break between the Bulls and the New Orleans Pelicans at the United Center on January 14, 2017 in Chicago, Illinois.

Matt Phillips18h

Intel soars amid retail engagement, analyst chatter

Intel ripped toward a new 52-week high Wednesday, amid a flurry of activity in the options market and a couple of positive analyst assessments ahead of its earnings report due tomorrow.

Shortly after 11 a.m. ET, call options activity was roughly equivalent to the full-day average over the past 10 sessions. Bets on stock swings using call options have become a highly popular retail trade, suggesting that retail investors are getting interested in the shares ahead of the report from the partially nationalized American chip icon.

(That interpretation is buttressed by what we’re seeing on social sentiment-monitoring sites like SwaggyStocks, which at about 11:30 a.m. listed Intel as the fifth-most-mentioned stock on Reddit’s r/WallStreetBets forum over the past 24 hours.)

Wall Street analysts are also chattering about the stock, with RBC and Bernstein Research both writing about it in the last 24 hours.

RBC — which has a “sector perform” (or neutral) rating on Intel — said it expects a “slight beat and largely inline outlook” when the company reports after the close Thursday.

Bernstein’s Intel watchers — who have a “market perform” (also neutral) rating on the stock — seemed a bit more cautious, writing, “Overall numbers going forward still looking high to us. Fundamentals and valuation keep us sidelined.”

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