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FuelCell Energy's data-center pipeline is growing as AI power demand rises, but its 2026 outlook hinges on signed orders, production scale and narrower losses.

Bloom Energy is solving one of AI's biggest quagmires, but rapid share price appreciation and a rich valuation are relevant concerns.

After surging and sinking during the "green wave," Bloom Energy has rocketed higher as a hot AI data center play.

The money is being lined up. As for which companies will get the lion's share of it, look for the names that solve the biggest problems the best way possible.

After this stock's incredible run, it's fair to wonder whether there's room for it to keep racing higher.

Bloom Energy (NYSE:BE) faces fresh competition in AI data center power as Chevron and Microsoft roll out natural gas turbine projects. A new U.S. Department of Energy program is financing next generation nuclear reactors that could also target AI data center demand. These developments point to a wider set of options for operators that had been turning to Bloom’s on site fuel cells for power. Bloom Energy enters this phase with strong recent stock performance and increased investor...

FuelCell Energy‘s (NASDAQ:FCEL) stock is up 14% to $24.91 in Wednesday morning trading, decisively outpacing other major fuel-cell names. The catalyst is company-specific: FuelCell Energy and Fit Energy USA LP announced a strategic agreement for up to 380 megawatts (MW) of clean, baseload on-site power for data centers using FuelCell Energy’s utility-scale technology. The jump ... FuelCell Energy Is Up 14% Today: Is It Outperforming Other Fuel Cell Stocks Like Plug Power and Bloom Energy?

FCEL is pitching modular fuel-cell power blocks as a scalable on-site solution for data centers facing AI-driven electricity demand and grid delays.

Bloom Energy (BE) concluded the recent trading session at $321.98, signifying a -6.9% move from its prior day's close.

Has the shine worn off this AI energy darling?

The AI infrastructure boom has created a new class of market winners. Chipmakers, data center operators, and power suppliers have all benefited as hyperscalers race to build the computing capacity needed to train and run artificial intelligence models. Yet every boom attracts skeptics. This time, famed short-seller Jim Chanos is challenging one of Wall Street’s ... Famous Short-Seller Says We’re In an AI Energy Bubble. Will Bloom Energy Prove Him Wrong?

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy have been highlighted in this Investment Ideas article.

Bloom Energy Corporation (NYSE:BE) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. On June 17, Bernstein analyst Sunaina Ocalan initiated coverage of Bloom Energy Corporation (NYSE:BE) with […]

Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.

A Healthcare Company Delivering Eye-catching Earnings Surprises and a Renewable Energy Company That's a Big Winner in AI Datacenter Buildout.

AI data centers are straining the U.S. power grid, putting Vertiv, GE Vernova, Eaton, Bloom Energy, and Constellation Energy at the center of a major investment theme.

Plug Power is cutting costs and improving margins, but persistent losses and cash burn keep profitability out of reach.

The Morning Bull - US Market Morning Update Monday, Jun, 22 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts down about 0.2%, as investors weigh cooling inflation signals from Japan against fresh signs of price pressure in Europe and higher US mortgage costs at home. In Japan, overall inflation is running at 1.5% a year and core inflation sits at 1.4%. However, the central bank has lifted its key rate to 1% and is talking about further increases, which...

With its stock price soaring this year, has the fuel cell maker's valuation outrun its business?

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Bloom Energy (NYSE:BE) ranks #4 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics. […]

The Morning Bull - US Market Morning Update Friday, Jun, 19 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.8% and Nasdaq-100 futures ahead roughly 1.5%, as investors digest a mix of firm economic data and a tougher tone from global central banks. The US Federal Reserve kept interest rates steady but signalled that several policymakers still see one more hike by the end of 2026. This means borrowing costs for mortgages, credit cards and...

BE's onsite clean-power platform helps customers bypass grid constraints, support mission-critical facilities and access predictable energy solutions.

Today, June 17, 2026, investors responded to Eos Energy Enterprises' new European agreement with heightened optimism.

Stocks suffered broad, sharp losses on rate hike bets after the first Warsh Fed meeting. SpaceX fell for the first time while Robinhood jumped.

Bloom Energy (NYSE:BE) has entered a US$5b global AI infrastructure partnership with Brookfield focused on powering data centers. The company has agreed to a US$2.65b, 20-year offtake project with American Electric Power for a fuel cell facility in Wyoming. These agreements frame Bloom Energy as an onsite power supplier for large AI factories with multi-gigawatt, long-duration contracts. Bloom Energy sits at the intersection of distributed power generation and the rapid buildout of AI data...

Lyft upgraded, Leidos downgraded: Wall Street's top analyst calls

Bloom Energy's AI data center power deals with Brookfield and AEP spotlight its growth story, while M-tron faces valuation and execution risks.

Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers

On Tuesday, Bernstein initiated coverage of Bloom Energy with a ‘Market Perform’ rating and a $276 price target, indicating a downside of nearly 2% compared to the company’s last closing price.