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The business is booming amid the AI data center build-out, so what went wrong here?

Diversification makes the difference here.

Bloom Energy (NYSE: BE) expands its partnership with MiTAC Computing Technology to deploy fuel cell microgrids at an AI server manufacturing campus in Fremont. The new deployment is designed to provide clean, reliable onsite power for mission-critical AI infrastructure needs. The project builds on an existing relationship between Bloom Energy and MiTAC as AI data center power demand grows. As AI infrastructure keeps scaling and pushes power systems to do more, it can be useful to compare...

SNDR, BE, and TAL it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 11, 2026.

Plug Power (NASDAQ:PLUG) raised its full-year revenue growth outlook after reporting second-quarter results that showed improving margins, lower operating expenses and reduced cash usage, while management reiterated its goal of achieving positive EBITDA in the fourth quarter. Revenue totaled $178.3

Though the earnings cycle is winding down, Palantir (PLTR), General Motors (GM), and Bloom Energy (BE) have been nice standouts so far in the Q2 earnings season, all raising guidance.

Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. It is a small deal […]

GEV's strong orders, rising gas turbine demand and expanding manufacturing capacity are driving growth, but its premium valuation may warrant caution.

Bloom Energy is becoming the standard for AI on-site power.

OR Royalties (NYSE:OR) reported second-quarter revenue of $97.8 million and operating cash flow of $83.2 million, with both measures rising 62% from a year earlier as realized gold and silver prices increased and gold-equivalent-ounce deliveries grew 5%. President and CEO Jason Attew said the compa

Realty Income (NYSE:O) raised its full-year 2026 outlook after reporting second-quarter adjusted funds from operations, or AFFO, per share growth of 3.8% to $1.09, supported by investment activity across industrial properties, Europe, private-capital vehicles and data centers. Year-to-date AFFO per

AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.

SNDR, NESR and BE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 7th, 2026.

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the fuel cell space come with a catch most rotation trades ignore.

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally still has legs or is about to break.

Moby summary of Brookfield Asset Management Ltd.'s Q2 2026 earnings call

Bloom Energy (BE) is back in focus after a class action lawsuit was filed on July 31, 2026, following a short seller report on its scandium sourcing and a same day stock price decline. See our latest analysis for Bloom Energy. Recent events around Bloom Energy have played out against a backdrop of sharp share price swings, with the stock posting a 7 day share price return of 43.10% but a 30 day share price return down 20.58%. Despite this volatility, the year to date share price return of...

Bloom Energy's backlog increased in the second quarter, but the real power in the backlog isn't product sales.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith turn to Bloom Energy, a stock Bleeker has described as one that got away from him, and which was also a top holding in Leopold Aschenbrenner's Situational Awareness fund. Smith sets it up by pointing listeners to a prior episode discussion of natural gas and behind-the-meter power delivery to data centers. Bleeker then reports Bloom's results: EPS of 78 cents against 41 cents expected, plus one of the most optimistic conference calls he has heard, with behind-the-meter generation clearly having its moment. The stock rose 12% after hours, then gave up the entire gain at the open the next day. Bleeker's explanation is that the move had nothing to do with fundamentals. He argues that Situational Awareness, a fund that had swelled to roughly $45 billion, was known to be running up to four times leverage, and that large trading firms recognized they could push it into a forced unwind. On his telling, shorts were layered across the portfolio early in the week, margin calls followed, and Citadel then bought the whole book in a block trade, after which the shorts came off. He points to the fund's top ten positions all rallying between 19% and 29% that day as evidence, and questions whether Citadel's rate-hike narrative earlier in the week was self-serving. He presents this as his own reading, not established fact. Smith agrees the dynamic is plausible, comparing it to the Icahn and Ackman fight over Herbalife, and predicts Aschenbrenner will have no trouble raising another fund.

Bloom Energy just delivered its biggest quarter ever.

Microsoft, Bloom and EMCOR have been highlighted in this Investment Ideas article.

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.

Bloom Energy, SanDisk, Hive Digital, CleanSpark and IREN have been highlighted in this Investment Ideas article.

Sandisk, Micron, Vertiv, Comfort Systems and Bloom Energy have been highlighted in this Value Investor article.

From Berkshire Hathaway to Oklo, there are plenty of ways to construct a diversified energy portfolio with $10,000.

The energy stock has been falling sharply of late.

Getting rescued by Griffin comes with a steep cost, according to hedge fund manager Cliff Asness.

The Japanese banking conglomerate cited stronger-than-expected operational metrics for Bloom's upgrade.