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Fuel cell stocks are taking a sharp step back midday Wednesday, with FuelCell Energy (NASDAQ:FCEL) leading the decline. FuelCell Energy shares are down 10% to around $22, after closing Tuesday at $24.64. Plug Power (NASDAQ:PLUG) shares are off 6% to around $3.83, while Bloom Energy (NYSE:BE) is slipping a more modest 3% to around $294. ... FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

Booming AI infrastructure spending has sent Bloom Energy soaring. Could Plug Power be the next beneficiary?

Oracle (NYSE:ORCL) is partnering with Bloom Energy to supply gigawatt-scale clean fuel-cell power for its data centers, targeting lower on-site emissions and greater energy resilience. The company is also rolling out Arm-based CPUs across its AI data centers, expanding beyond traditional server chips for certain next-generation workloads. Both moves mark a shift in how Oracle plans and powers its infrastructure for AI and cloud services. These infrastructure changes come as NYSE:ORCL trades...

Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index rising 1.5% and

Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index rising 1.3% and the S

PLUG's equipment sales rise 24.4% in Q1 as electrolyzer demand more than tripled and hydrogen infrastructure grew despite weaker product lines.

Energy stocks were declining premarket Tuesday, with the State Street Energy Select Sector SPDR ETF

Bloom Energy (NYSE:BE) has signed multi gigawatt fuel cell agreements with Oracle to supply on site power for AI data centers. The company announced a $5b partnership with Brookfield Asset Management focused on large scale clean power deployments. Nebius Group is fast tracking Bloom powered AI infrastructure, highlighting growing demand for modular fuel cell solutions. These new commercial deals arrive as Bloom Energy trades at $273.51 and is positioned at the center of the AI power...

Wall Street analysts have totally missed the surge in BE sales and earnings and the chase is on!

Bloom Energy, which has seen an unprecedented surge in orders from hyperscalers and data centers, does not need to sell shares to meet demand, CEO KR Sridhar told Bloomberg News on Monday.

Fluence Energy was named the exclusive energy storage partner in a new AI factory reference architecture developed by Nvidia, in collaboration with Siemens.

(Bloomberg) -- Bloom Energy Corp., a supplier to Oracle Corp. that’s seen its stock price double in the past two months, doesn’t see a need to sell shares to meet surging demand from data centers, its chief executive officer says.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionStocks Rise on Trump’s Iran Remarks, AI Optimism: Markets Wrap

Citi's faith in Nebius is apparent in its bold new rating amid news of the stock jumping 684% since last year.

Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy might be one of the sectors with the fastest growth. Normally it grows at a steady pace, nonetheless to keep up with the ... Top Stock for AI’s Next Megatrend: Infineon

Bloom Energy Corporation (NYSE:BE) ranks among the top hydrogen stocks to buy now. On May 11, Barclays boosted the price target for Bloom Energy Corporation (NYSE:BE) to $254 from $177, while keeping an Equalweight rating on the company’s shares. The firm raised its price target in response to the company’s quarterly revenue and margin performance, […]

Bloom Energy (BE) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Bloom Energy is highlighted against FuelCell Energy, with stronger earnings estimate revisions, higher ROIC and notable stock performance.

For the first time since the 2008 global financial crisis, a stock has jumped straight from the small-cap ranks to the mega-capitalization segment of Russell indexes—driven by excitement about artificial intelligence.

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Bloom Energy Corporation (NYSE:BE) ranks 6th on this list. Bloom Energy Corporation (NYSE:BE) is the largest bull position in the 13F portfolio of Situational Awareness LP. In filings for the first quarter of 2026, the fund […]

Bloom Energy is selling exactly what artificial intelligence data centers need: on-site power generation.

Between Bloom Energy and Plug Power, one company is generating positive cash flows and growing its revenue at a torrid pace.

Retail investor Chris Camillo, host of the Dumb Money Live channel and a practitioner of what he calls “social arbitrage,” laid out a sweeping framework for the AI investment cycle on a recent episode of The Iced Coffee Hour with hosts Graham Stephan and Jack Selby. His core argument was simple. The first two phases of ... Investor Chris Camillo Predicts The ‘Last Easy Trade’ of the AI Supercycle Is About to Start

NuScale Power has fallen far from recent highs. Is the sell-off opening a buying window, or should investors hold off?

BE's estimate upgrades and ROIC gap outweigh FCEL's lower leverage, as both chase fuel-cell and hydrogen demand.

Chris Camillo, the retail investor and Dumb Money Live host known for his social-arbitrage trading style, used a recent appearance on The Iced Coffee Hour podcast to lay out one of the most concentrated public bets you will hear from a recognizable retail name. Roughly 70% of his portfolio sits in Amazon (NASDAQ:AMZN) through leveraged ... Investor Goes 70% Into Amazon With Leveraged Options, Calls Amazon ‘Ultimate Beneficiary’ of AI

If you are wondering whether Bloom Energy's share price still reflects fair value after a huge run, this article walks through what that current price might mean for you. The stock has been volatile recently, with the share price down about 5.8% over the past week, up 28.1% over the past month, and showing very large gains year to date and over the past few years. Recent coverage has focused on Bloom Energy's role in cleaner power solutions and investor interest in companies linked to energy...

Booming AI infrastructure spending should serve as a powerful tailwind for these two growth stocks.

Once a stock has blown past the buy point, you may feel like you missed your chance to get in. But here's how you can use breakaway gaps to your advantage.

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks discussed by Jim Cramer. Data center infrastructure provider Nebius Group NV (NASDAQ:NBIS)’s shares are up by 440% over the past year and by 139% year-to-date. Earlier this month, […]

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Bloom Energy Corporation (NYSE:BE) is one of the stocks discussed by Jim Cramer. Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by […]