Notícias

Is Bloom still a buy after a tremendous 1,230% year-over-year growth spurt?

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

UBS analyst Manav Gupta cited FuelCell’s recently announced strategic partnership with Fit Energy USA as the basis for the bullish outlook on the company.

It was beginning to look like the idea would never take hold. Then one company pounced on a once-in-a-lifetime opportunity, clearing the way for others to follow in its footsteps.

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

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

FuelCell Energy's 4-GW pipeline highlights AI-driven on-site power demand, but turning proposals into contracts remains the key test.

FCEL's sharp rally has lifted optimism, but losses, weak backlog visibility and funding needs keep its investment case far from straightforward.

FuelCell Energy's data-center pipeline is growing as AI power demand rises, but its 2026 outlook hinges on signed orders, production scale and narrower losses.

Bloom Energy is solving one of AI's biggest quagmires, but rapid share price appreciation and a rich valuation are relevant concerns.

After surging and sinking during the "green wave," Bloom Energy has rocketed higher as a hot AI data center play.

The money is being lined up. As for which companies will get the lion's share of it, look for the names that solve the biggest problems the best way possible.

After this stock's incredible run, it's fair to wonder whether there's room for it to keep racing higher.

Bloom Energy (NYSE:BE) faces fresh competition in AI data center power as Chevron and Microsoft roll out natural gas turbine projects. A new U.S. Department of Energy program is financing next generation nuclear reactors that could also target AI data center demand. These developments point to a wider set of options for operators that had been turning to Bloom’s on site fuel cells for power. Bloom Energy enters this phase with strong recent stock performance and increased investor...

FuelCell Energy‘s (NASDAQ:FCEL) stock is up 14% to $24.91 in Wednesday morning trading, decisively outpacing other major fuel-cell names. The catalyst is company-specific: FuelCell Energy and Fit Energy USA LP announced a strategic agreement for up to 380 megawatts (MW) of clean, baseload on-site power for data centers using FuelCell Energy’s utility-scale technology. The jump ... FuelCell Energy Is Up 14% Today: Is It Outperforming Other Fuel Cell Stocks Like Plug Power and Bloom Energy?

FCEL is pitching modular fuel-cell power blocks as a scalable on-site solution for data centers facing AI-driven electricity demand and grid delays.

Bloom Energy (BE) concluded the recent trading session at $321.98, signifying a -6.9% move from its prior day's close.

Has the shine worn off this AI energy darling?

The AI infrastructure boom has created a new class of market winners. Chipmakers, data center operators, and power suppliers have all benefited as hyperscalers race to build the computing capacity needed to train and run artificial intelligence models. Yet every boom attracts skeptics. This time, famed short-seller Jim Chanos is challenging one of Wall Street’s ... Famous Short-Seller Says We’re In an AI Energy Bubble. Will Bloom Energy Prove Him Wrong?

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy have been highlighted in this Investment Ideas article.

Bloom Energy Corporation (NYSE:BE) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. On June 17, Bernstein analyst Sunaina Ocalan initiated coverage of Bloom Energy Corporation (NYSE:BE) with […]

Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.

A Healthcare Company Delivering Eye-catching Earnings Surprises and a Renewable Energy Company That's a Big Winner in AI Datacenter Buildout.

AI data centers are straining the U.S. power grid, putting Vertiv, GE Vernova, Eaton, Bloom Energy, and Constellation Energy at the center of a major investment theme.

Plug Power is cutting costs and improving margins, but persistent losses and cash burn keep profitability out of reach.

The Morning Bull - US Market Morning Update Monday, Jun, 22 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts down about 0.2%, as investors weigh cooling inflation signals from Japan against fresh signs of price pressure in Europe and higher US mortgage costs at home. In Japan, overall inflation is running at 1.5% a year and core inflation sits at 1.4%. However, the central bank has lifted its key rate to 1% and is talking about further increases, which...

With its stock price soaring this year, has the fuel cell maker's valuation outrun its business?

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Bloom Energy (NYSE:BE) ranks #4 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics. […]

The Morning Bull - US Market Morning Update Friday, Jun, 19 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.8% and Nasdaq-100 futures ahead roughly 1.5%, as investors digest a mix of firm economic data and a tougher tone from global central banks. The US Federal Reserve kept interest rates steady but signalled that several policymakers still see one more hike by the end of 2026. This means borrowing costs for mortgages, credit cards and...