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Bloom Energy (BE) Lands $25 Billion Brookfield Backing For AI Power Buildout
Simply Wall St.42d agoneutral
Bloom Energy (BE) Lands $25 Billion Brookfield Backing For AI Power Buildout

Bloom Energy and Brookfield have expanded their partnership to supply power for AI infrastructure using Bloom fuel cells. Brookfield has increased its financing framework from $5b to $25b to support global deployment of Bloom Energy systems. The expanded framework is aimed at meeting rising demand from hyperscalers and AI data center developers for reliable and cleaner power. Bloom Energy, trading as NYSE:BE, is drawing fresh attention after Brookfield lifted its financing framework for...

Small-Cap Stocks Are Crushing the S&P 500. Here Are 4 Active ETFs to Play the Rally.
Barrons.com42d agobullish
Small-Cap Stocks Are Crushing the S&P 500. Here Are 4 Active ETFs to Play the Rally.

The Russell 2000 is on pace for its best first half of the year since 1991, according to Dow Jones Market Data. “We are concerned that adding to small-caps here is just another way of taking increased risk,” said analysts at Trivariate Research in a report earlier this week, adding that “if investors want to own small-caps, perhaps looking at small-cap value is relatively prudent.”

FuelCell Energy Soars 23% on Russell Index Inclusion, Bloom Energy Climbs 7%, Plug Power Gains 5%
24/7 Wall St.42d agobullish
FuelCell Energy Soars 23% on Russell Index Inclusion, Bloom Energy Climbs 7%, Plug Power Gains 5%

FuelCell Energy (NASDAQ:FCEL) stock is up 23% to $36.64 in early Tuesday trading, extending a powerful June rally. Bloom Energy (NYSE:BE) stock is up 7% to $293.61, climbing in sympathy with the broader fuel-cell complex. Plug Power (NASDAQ:PLUG) stock is up 5% to $2.72, a decent-sized move but PLUG is still a relative laggard amid ... FuelCell Energy Soars 23% on Russell Index Inclusion, Bloom Energy Climbs 7%, Plug Power Gains 5%

The 'Time To Power' Signal The Market Missed In Bloom Energy Stock
Trefis43d agobearish
The 'Time To Power' Signal The Market Missed In Bloom Energy Stock

It’s the kind of chart that makes you check if you’ve had too much coffee. From June 25, 2025, to Jun 26, 2026, Bloom Energy (BE) stock put on a +1066% gain, leaving even its peers in the dust. Looking back, it’s easy to chalk it up to the AI frenzy. But the more interesting story is that the core thesis for the surge was openly broadcast, repeatedly, on the company’s earnings calls.

FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?
24/7 Wall St.43d agobullish
FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?

FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is up 6%, while Plug Power (NASDAQ:PLUG) stock is flat on the session. The clear answer to today’s market-mover question: FuelCell Energy is decisively outperforming its hydrogen peers. The ... FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy?

The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today
24/7 Wall St.45d agobullish
The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade. While semiconductor companies remain at ... The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

Bloom Energy (BE) Stock After Steep Pullback And Strong Multi Year Rally
Simply Wall St.46d agobullish
Bloom Energy (BE) Stock After Steep Pullback And Strong Multi Year Rally

Investors may be wondering if Bloom Energy stock still makes sense after a huge run up in recent years, or if the price has already moved beyond its fundamentals. The stock has fallen 23.4% over the past week and 14.2% over the past month, yet is still up 155.4% year to date with a very large 1 year return and a more than 7x 3 year return. These figures can change how you think about both risk and potential upside. Recent coverage of Bloom Energy has focused on its role in clean power...

Why Bloom Energy (BE) Is Down 6.0% After AI Power Hype Cools Amid New Competition
Simply Wall St.46d agoneutral
Why Bloom Energy (BE) Is Down 6.0% After AI Power Hype Cools Amid New Competition

In recent days, Bloom Energy has seen sentiment cool as investors reassess its role in powering AI data centers amid rising competition from natural gas turbines and Department of Energy-backed nuclear projects. These developments highlight that hyperscale data centers now have a wider menu of onsite power options, challenging earlier perceptions that Bloom’s solid-oxide fuel cells could become the default solution for AI infrastructure. Next, we’ll examine how this new wave of competing...

FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence
24/7 Wall St.46d agobearish
FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment. The FuelCell Energy catalyst is concrete: a marquee data center power ... FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up
24/7 Wall St.47d agobearish
FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up

Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names. The slide unwinds a chunk of yesterday’s 14% pop tied to FuelCell Energy’s strategic agreement with Fit Energy. Bloom Energy (NYSE:BE) stock is off 7%, last seen near $303 after closing Wednesday at $326.19. ... FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up