LIN Linde plc

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.

FuelCell Energy's Tri-gen system combines hydrogen, electricity and water output to serve transportation and industrial energy needs.

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.

AMD's AI infrastructure demand is broadening as EPYC CPUs and Instinct accelerators gain traction, while Helios ramps and multigigawatt commitments boost visibility.

AMD, Linde and Amgen highlight AI demand, contracted growth and drug launches, while supply, margin and pipeline risks remain key factors.

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. […]

Bloom Energy (BE) stock returned about 361% in the year from September 4, 2025, moving from roughly $55 to roughly $253. The power shortage behind that run was not what set Bloom apart from everyone else selling into it. The sign worth having sat in Bloom's own disclosures, and it was about speed.

Linde has trailed the broader Dow Jones over the past year, still, Wall Street is bullish on the company’s outlook.

This on-site power supplier is posting elite growth, so why does the market already price it at the richest multiple in its peer group.

Generating nearly six figures a year from dividends sounds straightforward until the tax bill arrives, and most investors targeting the highest yields end up keeping far less than the investors who chose the lowest ones.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Generating nearly $10,000 a month in retirement income without ever touching principal sounds like a math problem with one answer, but the yield you chase determines whether your portfolio survives the next decade or quietly bleeds out.

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

While Linde has trailed the broader market over the past year, analysts remain bullish on its future growth potential.

Industrial giant Linde plc (NASDAQ:LIN)’s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst […]

Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet. On July 31, the company said it had won a new long-term agreement to supply ultra-high-purity industrial gases to one of the world’s largest semiconductor manufacturers, backed by a $1 billion investment in Phoenix, Arizona. Separately, Linde’s Taiwan JV is putting roughly $800 […]

A record backlog of plants, led by a new electronics win, is the clearest evidence yet of how Linde keeps topping itself up, and of how slowly that shows up in the stock.

Linde (LIN) stock is in focus after the company released second quarter 2026 results, reporting sales of US$9.289b and net income of US$1.928b, along with higher earnings per share compared with a year earlier. See our latest analysis for Linde. Despite record quarterly figures and new long-term contracts in semiconductors and renewable power, Linde’s recent share price has pulled back, with the 30 day share price return down 10.34% while the 5 year total shareholder return is 67.37%. This...

Linde PLC (LIN) reports near double-digit growth in Q2 2026, driven by electronics and manufacturing recovery, while navigating helium disruptions and LinCare headwinds.

Moby summary of Linde plc's Q2 2026 earnings call

Linde (NASDAQ:LIN) reported record second-quarter sales and earnings per share, while expanding its sale-of-gas project backlog to a record $8.1 billion following a new U.S. electronics contract. The industrial-gases company also said it expects to start more than 20 projects during the remainder of

Linde (LIN) delivered earnings and revenue surprises of +0.22% and +3.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?