Zacks Names Generac Bull of the Day, Build-A-Bear Bear of the Day

Super Micro Computer has begun commercial shipments of server systems built around NVIDIA's next-generation Vera Rubin platform, sending its shares down more than 3% Thursday afternoon. The company is shipping Vera Rubin NVL72 racks through its Data Center Building Block Solutions, combining computing hardware with liquid cooling, networking, storage and power components; each rack design uses 72 Rubin GPUs and 36 Vera CPUs. Super Micro said the platform can support deployments ranging from five-megawatt projects to data centers spanning gigawatt-scale capacity, and that a scalable unit can include 16 compute racks with 1,152 Rubin GPUs and 331 terabytes of HBM4 memory. At a Sept. 10 Goldman Sachs conference, Senior Vice President Michael Staiger said the company had about $60 billion in orders backing its fiscal 2027 revenue forecast of $65 billion to $72 billion. The company sees demand from neocloud operators, enterprises and sovereign customers.

Camus Energy has joined the newly formed AI Energy Management Alliance as a launch partner, alongside technology industry leaders including Google and NVIDIA. The alliance is a first-of-its-kind coalition dedicated to advancing flexible AI data centers that dynamically adjust their power draw to provide relief during periods of peak grid stress. Camus will help guide AEMA's mission to align data center expansion with grid reliability through flexible interconnection and intelligent energy management, and will help shape technical standards, market definitions, and public policy for integrating large-scale data center loads into the grid. The company's FlexConnect software enables data centers to connect to the grid up to five years faster using flexible operating limits and existing infrastructure, bypassing multiyear grid expansion plans and customer rate increases. Camus Energy provides grid management and orchestration software to major hyperscalers and U.S. utility partners that reach seven million utility customers, and was founded and led by distributed computing experts from Google and Amazon.

Tran Capital Management's Midcap Equity Strategy highlighted Bloom Energy Corporation as a meaningful contributor to its second-quarter 2026 returns, citing the company's role in easing the power bottleneck constraining the AI buildout. In its investor letter, the firm said Bloom Energy's solid-oxide fuel cells deliver reliable on-site power in months rather than the years-long grid interconnection queues, and that the solution is now cost-competitive with gas generation. The letter pointed to a landmark agreement with Oracle for up to 2.8 gigawatts of fuel cell capacity, with an initial 1.2 gigawatts already contracted and deploying. Bloom Energy reported first-quarter 2026 revenue that more than doubled year-over-year and swung firmly to GAAP profitability, while management raised full-year guidance to roughly 80% growth at the midpoint. The Midcap Equity Strategy returned 16.9% net of fees in the second quarter, bringing year-to-date returns to 12.3%, compared with the Bloomberg U.S. Mid Cap Index's 11.1% quarterly gain and 12.1% year-to-date return. Bloom Energy closed at $275.19 per share on September 23, 2026, with a market capitalization of $81.05 billion and a 52-week range of $61.37 to $351.28.