UBS Turns Bullish on FuelCell Energy — Sees 42% Upside on Data Center Deals
Key catalysts: 380 MW Fit Energy deal and Siemens collaboration for data centers.
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Key catalysts: 380 MW Fit Energy deal and Siemens collaboration for data centers.
Despite Hochul’s one-year moratorium on large data centers, Needham sees limited impact on TeraWulf. Focus shifts to Kentucky’s $19B Anthropic deal and existing NY capacity.
New CEO Silvio Napoli pushes major cost cuts and quality fixes to save the EV maker.
Spero Therapeutics monetizes its Utebzi royalty stream in a $105M non-dilutive financing deal with Healthcare Royalty, extending cash runway to 2H 2029 while funding SP001 development.