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In an interview with CNBC, Nick Amicucci of Evercore ISI said that as speed to power becomes a vital factor amid the AI boom, Bloom Energy is a beneficiary in that scenario.

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.

CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands.

Diversification makes the difference here.

Bloom Energy (NYSE: BE) expands its partnership with MiTAC Computing Technology to deploy fuel cell microgrids at an AI server manufacturing campus in Fremont. The new deployment is designed to provide clean, reliable onsite power for mission-critical AI infrastructure needs. The project builds on an existing relationship between Bloom Energy and MiTAC as AI data center power demand grows. As AI infrastructure keeps scaling and pushes power systems to do more, it can be useful to compare...

Plug Power (NASDAQ:PLUG) raised its full-year revenue growth outlook after reporting second-quarter results that showed improving margins, lower operating expenses and reduced cash usage, while management reiterated its goal of achieving positive EBITDA in the fourth quarter. Revenue totaled $178.3

Though the earnings cycle is winding down, Palantir (PLTR), General Motors (GM), and Bloom Energy (BE) have been nice standouts so far in the Q2 earnings season, all raising guidance.

Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. It is a small deal […]

Bloom Energy is becoming the standard for AI on-site power.

OR Royalties (NYSE:OR) reported second-quarter revenue of $97.8 million and operating cash flow of $83.2 million, with both measures rising 62% from a year earlier as realized gold and silver prices increased and gold-equivalent-ounce deliveries grew 5%. President and CEO Jason Attew said the compa

Realty Income (NYSE:O) raised its full-year 2026 outlook after reporting second-quarter adjusted funds from operations, or AFFO, per share growth of 3.8% to $1.09, supported by investment activity across industrial properties, Europe, private-capital vehicles and data centers. Year-to-date AFFO per

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the fuel cell space come with a catch most rotation trades ignore.

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally still has legs or is about to break.

Moby summary of Brookfield Asset Management Ltd.'s Q2 2026 earnings call

Bloom Energy's backlog increased in the second quarter, but the real power in the backlog isn't product sales.

Bloom Energy just delivered its biggest quarter ever.

Microsoft, Bloom and EMCOR have been highlighted in this Investment Ideas article.

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.

Bloom Energy, SanDisk, Hive Digital, CleanSpark and IREN have been highlighted in this Investment Ideas article.

Sandisk, Micron, Vertiv, Comfort Systems and Bloom Energy have been highlighted in this Value Investor article.

From Berkshire Hathaway to Oklo, there are plenty of ways to construct a diversified energy portfolio with $10,000.

Getting rescued by Griffin comes with a steep cost, according to hedge fund manager Cliff Asness.

The rapid rise and violent drawdown of Situational Awareness serve as a masterclass in market physics for retail and institutional investors alike.

Bloom Energy faces a new class action lawsuit alleging misstatements about its reliance on Chinese sourced scandium. The case centers on claims that Bloom Energy did not fully disclose supply chain exposure tied to scandium sourced from China. The lawsuit follows recent media reports tracing key scandium inputs in Bloom Energy's fuel cell systems back to Chinese suppliers. Bloom Energy (NYSE: BE) now confronts this legal action at a time when its share price stands at $205.81. The stock has...

Just like Nvidia, Bloom may be finding it now has an increasingly difficult set of expectations to fulfill.

The fuel cell maker just guided for revenue to double this year. Doubling again by 2029 requires less than you might think.

Brookfield Infrastructure Partners (NYSE:BIP) reported second-quarter funds from operations of $702 million, or $0.89 per unit, up 10% from a year earlier, as inflation-linked utility rates, higher transportation and midstream activity, new data projects and recently completed investments supported

Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest ...