High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
With a five-year EPS forecast of 114.13%, Bloom Energy Corporation (NYSE:BE) is among the 12 Best Future Stocks to Buy Right Now. On May 22, Daiwa upgraded Bloom Energy Corporation (NYSE:BE) to Outperform from Hold with a $324 price target, citing what the firm described as an inflection in orders, capacity, and margins. The analyst noted that […]
Analysts are bullish on Bloom, but the recent price surge has made the stock much more expensive.
Fuel cell stocks are splitting in opposite directions midday Wednesday. Plug Power (NASDAQ:PLUG) stock is up 6% to $4.07, while sector peers FuelCell Energy (NASDAQ:FCEL) and Bloom Energy (NYSE:BE) are slipping into the red. FCEL stock is down 4% to $23.32, and BE stock is off 3% to $294.64. The split looks dramatic on the ... Plug Power Is Up 6% but FuelCell Energy and Bloom Energy Are in the Red. What’s Going On With Fuel Cell Stocks?
Bloom Energy has already offered massive returns, but it's still a potential long-term investment as the company turns revenue into profitability.
Here is how Bloom Energy (BE) and Terrestrial Energy Inc. (IMSR) have performed compared to their sector so far this year.
The AI era is here. These two energy stocks are best positioned to profit from it.
Bloom Energy Corporation (NYSE:BE) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 22, 2026, Daiwa upgraded Bloom Energy Corporation (NYSE:BE) to Outperform from Hold with a $324 price target. Daiwa said Bloom Energy is seeing an inflection in orders, capacity, and margins. On May 20, […]
BE has surged 199% in 6 months as AI data centers fuel demand for its Energy Server, clean power and earnings estimates keep rising.
Plug Power (PLUG) is back in focus after finalizing its role in the 30 megawatt Barrow Green Hydrogen project in the UK, while sector sentiment improved following Bloom Energy's AI data center agreement. See our latest analysis for Plug Power. The Barrow decision and sector-wide enthusiasm around hydrogen for AI data centers come on top of powerful recent moves, including a 90 day share price return of 97.91% and a 1 year total shareholder return that is very large. However, long term total...
Nebius Group N.V. has already reported first-quarter 2026 results, with sales rising to US$399 million from US$50.9 million a year earlier and net income improving to US$621.2 million from a US$113.5 million loss, while also announcing a US$2.6 billion, 10-year fuel cell power agreement with Bloom Energy to support its AI data centers. This combination of a sharp earnings turnaround and a long-term fuel cell power deal directly addresses Nebius’ need for scalable, reliable energy to underpin...
Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.
The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.
Bloom Energy is crushing the market right now, and this stock is not slowing down.
Bloom Energy has surprised the market in 2026. Can it continue to hit fresh new highs?
Bloom Energy (NYSE:BE) agreed to supply over 300 megawatts of solid oxide fuel cell capacity to Nebius Group for AI data centers in the United States. The multi phase partnership is valued at up to $2.6b over ten years and is structured around recurring service revenue. This is the first large scale US deployment of Bloom’s fuel cell platform for a pure play AI cloud operator and targets on site, clean power for energy hungry AI workloads. For investors watching NYSE:BE, this Nebius Group...
Bloom Energy Corporation (NYSE:BE) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Bloom Energy Corporation (NYSE:BE) and Nebius (NBIS) announced a partnership on May 20, 2026, that involves deploying clean fuel cell technology for a major AI infrastructure build-out. Nebius (NBIS) is an AI cloud company that builds full-stack platforms for developers […]
As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.
Some investors may fear a pullback, but looking down the road shows that plenty of upside could still be ahead for Bloom Energy and GE Vernova.
It’s 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as of the end of the first quarter! Indeed, a lot has happened in the past seven weeks. And while we’ll only know what ... This Star Hedge Fund Is Going All‑In on AI Plumbing Behind the Scenes of the Revolution
Shares in Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF), the clean energy technology group, jumped 17% to 779.3p on Friday after UBS raised its price target to 970p from 570p, citing a dramatic increase in expected royalty income from manufacturing partners. The investment bank, which...
Nebius Group (NasdaqGS:NBIS) has signed a 10 year, US$2.6b master agreement with Bloom Energy to deploy fuel cell power across its AI data centers. The multi year partnership focuses on replacing traditional gas turbine power with onsite fuel cell systems to support Nebius' growing AI infrastructure. The rollout is planned for Nebius data centers in the U.S. and other regions, with an emphasis on reliable and cleaner electricity for high performance AI workloads. Nebius Group operates AI...
The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.
Innovative energy systems will help to power the company's AI data centers.
I’ll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals. Our 24/7 Wall St. price target for Bloom Energy is $207.62, implying roughly 20.55% downside from the current $261.34 quote. The recommendation ... Bloom Energy’s Rally May Have Pushed the Stock Too Far
NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.
Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
