Linde plc LIN

Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.

While Dow and LyondellBasell handed shareholders painful dividend cuts, a handful of chemical names kept raising their payouts through the same downcycle. The structural reasons behind that divide reveal which corner of the sector actually belongs in a retirement portfolio.

Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.

Some companies grow quietly because their customers physically cannot leave them, and four stocks have turned that structural trap into decades of compounding returns most investors overlook entirely.

Linde (LIN) is back in focus after Zacks highlighted the stock’s year to date outperformance versus the Chemical Specialty industry, pointing to its contract-heavy model and growing electronics exposure. Linde’s recent share price has slipped, with a 30-day share price return down 4.65% and a 90-day share price return down 9.85%. However, the year-to-date share price return of 8.34% and 3-year total shareholder return of 30.15% indicate momentum that has cooled rather than reversed. Scan...

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

A CNBC analyst says the world's largest industrial gas supplier is already locking up the contracts that will define the AI chip buildout, yet the stock is priced like a utility. Here is why that gap may not last.

Billionaire Daniel Sundheim founded D1 Capital Partners in July 2018 and runs it as chief investment officer. He spent 15 years at Viking Global Investors under billionaire Andreas Halvorsen. D1’s Q2 filings show that the fund bought over 340,000 shares of Linde plc (NASDAQ:LIN), a stake worth about $177.2 million and 0.51% of the portfolio. […]

Lindian Resources Ltd (ASX:LIN, OTC:LINIF) has strengthened its push into downstream rare earth processing through a strategic partnership with French separation specialist Carester SAS. The partnership advances the development of an 8,000-tonne-per-annum rare earth oxide separation facility...

Lindian Resources Limited ("Lindian" or the "Company") (ASX: LIN) is pleased to announce that it has executed a Technology and Engineering Services Agreement and a long-term binding Offtake Agreement, for the development of an Oxide Separation Facility with Carester SAS ("Carester").