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One fuel cell stock is chasing AI power demand with billions in backing. Another is staying out of the race entirely.
Here is how Bloom Energy (BE) and Alvopetro Energy Ltd. (ALVOF) have performed compared to their sector so far this year.
Spending from the AI giant could flow through nicely to electric power providers.
Bloom Energy, FuelCell Energy, Vicor Corporation, Aspen Aerogels, and Enlight Renewable Energy stocks have outperformed clean energy ETFs, benchmark indexes and even some AI ETFs in 2026.
Check out the companies making headlines yesterday:
After the Fed's September rate hike, oil futures show backwardation signaling lower prices ahead as demand destruction and rising non-OPEC supply threaten to undercut inflation and economic growth.
Bloom Energy (NYSE:BE) released a special report on a new 800V DC-native fuel cell power solution tailored for AI data centers. The company says the architecture removes the need for traditional transformers, targeting lower capital spending and reduced power conversion losses. Bloom Energy describes the 800V system as designed to cut deployment timelines for AI computing sites by simplifying on-site power integration. The 800V DC-native fuel cell design for AI data centers is important...
The House on Wednesday passed the Ratepayers Protection Act, a measure that aims to put the responsibility on tech and data center companies to pay for power upgrades required to operate new large data centers.
Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 4.3% in the morning session after the company published a report demonstrating that its 800V DC-native fuel cell architecture can cut capital expenditures and operating costs for AI data centers.
Bloom Energy (NYSE:BE) shares are climbing midday Wednesday after S&P Dow Jones Indices confirmed that the fuel cell maker will join the S&P 500 before the market opens on September 21, according to S&P Dow Jones Indices. The index event is next week, but the mechanical buying that drives most inclusion trades lands earlier. The […]
Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.
Plug Power's margin improvement offers a bright spot as cost cuts, better pricing and operational gains target profitability and liquidity.
Three new names are entering the S&P 500, swapping out brewers and homebuilders for fuel-cell technology and genomics, but whether that trade actually benefits VOO holders depends on a math problem most investors overlook.
Bloom Energy has already turned in triple-digit gains while Wall Street clings to a hold rating, and a credible path to $400 a share hinges on three very specific dominoes falling in the right order.
Bloom Energy has turned into one of the market’s more extreme rides, and the latest surge has pushed investors to ask a blunt question about the stock. Do the company’s future cash flows support where Bloom Energy trades today, or has the share price raced ahead of what the business can realistically generate? Over the past 3 years the stock has delivered a very large gain of about 17x, which puts pressure on the underlying cash flow story to carry that move. Joining the S&P 500 and gaining...
Bloom Energy is gaining another meaningful proof point as its fuel cells are being deployed for Aligned Data Centers' 2 GW Project Phoenix in Pennsylvania, said RBC Capital.
FERC gave grid operators a Dec. 31 deadline on AI data centers as wildfire liability law shifts, forcing utilities to plan for both at once.
AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.
The latest trading day saw Bloom Energy (BE) settling at $257.05, representing a -6.78% change from its previous close.
FuelCell Energy is pairing continuous fuel-cell generation with batteries and controls to broaden microgrid use for demanding facilities.
The SOFC maker could become a foundational stock of the cloud and AI markets.
Broadcom, Bloom Energy, and Sandisk have been highlighted in this Market Edge article.
Bloom Energy stock has multiple positive catalysts amid the AI data-center boom.
Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.
The SOFC maker's latest upgrade will further accelerate its system deployments.
PLUG's core product demand remains uneven, with sharp declines in electrolyzers and hydrogen infrastructure offset by fuel cell growth.
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