Free Investing Insights
Oil Passed $100 and Pump Prices Rose 35% in a Month. Five Months Later They Have Not Come Back.
Crude passed $100 a barrel in March 2026 for the first time since 2022, and the national average for gasoline went from $2.94 to $3.96 in four weeks. Here is what the official price series shows since — and why it lands on consumer discretionary companies.
What Is a Solid Oxide Fuel Cell — and Why Would a Data Center Buy One Instead of Grid Power?
A fuel cell turns natural gas or hydrogen into electricity through an electrochemical reaction rather than combustion. For AI data centers facing power constraints, the appeal is less about emissions than about time: modules can be installed on site without waiting for grid capacity.
The Oracle–Bloom Agreement: “Up to 2.8 GW” Is the Ceiling. 1.2 GW Is What Was Contracted.
Bloom Energy and Oracle expanded their partnership to cover up to 2.8 GW of fuel cell capacity on April 13, 2026. The headline number is a master agreement ceiling; the contracted portion was 1.2 GW. The distinction is the whole story.
Every Other Big Tech Company Is Spending Six Figures of Billions on Capex. Apple Cut Its Own.
Apple spent $6.8 billion on property and equipment in the first nine months of fiscal 2026 — less than the year before, and a rounding error next to peers guiding to $125 billion or more. That gap is a deliberate strategy with a specific trade-off.
Lumentum (LITE): NVIDIA’s $2 Billion Is Non-Exclusive — and Revenue Has Since Grown to $3 Billion
Simon Erickson added Lumentum to the 7investing watchlist in March 2026, citing NVIDIA's $2 billion investment and a revenue base then under $2 billion. Fiscal 2026 revenue came in at $3.01 billion. The same results carried a $7.2 billion GAAP net loss that has nothing to do with operations.
Free Investing Insights
Oil Passed $100 and Pump Prices Rose 35% in a Month. Five Months Later They Have Not Come Back.
Crude passed $100 a barrel in March 2026 for the first time since 2022, and the national average for gasoline went from $2.94 to $3.96 in four weeks. Here is what the official price series shows since — and why it lands on consumer discretionary companies.
What Is a Solid Oxide Fuel Cell — and Why Would a Data Center Buy One Instead of Grid Power?
A fuel cell turns natural gas or hydrogen into electricity through an electrochemical reaction rather than combustion. For AI data centers facing power constraints, the appeal is less about emissions than about time: modules can be installed on site without waiting for grid capacity.
The Oracle–Bloom Agreement: “Up to 2.8 GW” Is the Ceiling. 1.2 GW Is What Was Contracted.
Bloom Energy and Oracle expanded their partnership to cover up to 2.8 GW of fuel cell capacity on April 13, 2026. The headline number is a master agreement ceiling; the contracted portion was 1.2 GW. The distinction is the whole story.
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