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

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.

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...

(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S

The fund, launched by the former OpenAI researcher after his dismissal in April 2024, has approached existing investors and lenders for new money, and some investors were offered a chance to buy portfolio assets directly, according to the Financial Times. Publicly traded AI infrastructure names in Situational Awareness’s known long book — including Bloom Energy, CoreWeave and Nebius — were hit hard in the current rout.

A short-seller report accusing Bloom Energy of hiding Chinese supplier reliance has torched 35% of its market value in a month, and tonight's Q2 report may either silence the bears or hand them fresh ammunition.

Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. ... Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

Bloom Energy (BE) closed at $218.22 in the latest trading session, marking a -3.55% move from the prior day.

Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.

Bloom Energy (BE) concluded the recent trading session at $239.38, signifying a -1.65% move from its prior day's close.

Hunterbrook says Bloom Energy sources its scandium from China, and if China were to cease exports, Bloom wouldn't have enough to meet demand.

NANO Nuclear Energy's microreactor prospects and low valuation support upside, but execution and regulatory risks loom.

Hunterbrook attacked Bloom Energy in a report, alleging the company downplayed its reliance on Chinese supply chains for scandium oxide, a key input for its fuel cells. Shares fell as much as 12% before a rebound.

According to a CNBC report, UBS has reiterated its ‘Buy’ rating on Bloom Energy and currently has a price target of $350 on BE stock.

Three fuel-cell stocks that turned into some of 2026's biggest winners are suddenly reversing hard, and the reasons behind each selloff point to very different levels of trouble ahead.

Bloom rejects allegations of China dependence as investors weigh critical mineral supply-chain risks.

Energy stocks were lower late Thursday afternoon, with the NYSE Energy Sector Index falling 1.2% and

Bloom Energy rebounded modestly Thursday after denying a short-seller's claims. FuelCell Energy also rebounded. On Thursday, Bloom said it "categorically rejects" the "false and misleading" claims from short-seller Hunterbrook Capital regarding its financial results and accounting.

Hunterbrook Capital, a short-seller, has accused Bloom Energy (NYSE:BE) of hiding continued reliance on Chinese scandium suppliers despite earlier comments about a diversified, China independent supply chain. Bloom Energy has strongly rejected the allegations and reiterated confidence in its financial and supply chain disclosures. Law firm Johnson Fistel, PLLP has opened an investigation into potential securities law issues, adding legal and regulatory attention to the situation. The dispute...

Bloom Energy Rejects Allegations Over Financial ReportingBloom Energy (NYSE:BE) shares gained 6% in Thursday morning trading after the fuel cell manufacturer strongly rejected allegations contained in a recent short-seller report concerning its financial reporting and supply chain. The company issued a statement responding to claims published on 8 July 2026 by Hunterbrook Media LLC, which disclosed that it may hold positions that would benefit if Bloom Energy’s share price declines.

Retail investors on Stocktwits dismissed Hunterbrook Capital’s short-seller report, with some noting that the company’s shares were holding up despite the allegations.

Bloom Energy responded to a written request by Stocktwits by saying, “We are reviewing the report and will correct the record.”

Bloom Energy Corp. (NYSE:BE) is one of the 10 Stocks Investors Are Running Away From. Bloom Energy Corp. (NYSE:BE) slashed its share prices by 8.64 percent on Tuesday to finish at $269.57 apiece, as investors resorted to profit-taking following the previous day’s surge, while waiting for fresh catalysts to boost buying appetite. Investors may have […]

Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% to $26.89 in midday trading Tuesday, leading a coordinated slide across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is off 8% at $271.32, and Plug Power (NASDAQ:PLUG) stock is down 5% at $2.50. All three moves are landing on a broadly weak tape. The declines ... FuelCell Energy Drops 10%, Bloom Energy Slides 8%, Plug Power Falls 5% Despite Positive News as Profit-Taking Hits Fuel Cell Stocks

Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters

Dow Jones Futures: AI stocks rallied, with Astera, Bloom Energy and Tesla higher. But SpaceX stock dropped ahead of Nasdaq-100 inclusion.

I’m taking a cautious stance on Bloom Energy (NYSE:BE) after one of the most extraordinary 12-month runs in the entire industrials sector. The fuel cell maker has become the purest public-market proxy for the “bring-your-own-power” trade tied to AI data center buildouts, and the stock has responded accordingly. My job here is to separate the ... Price Prediction: We’re Bearish on Bloom Energy and See Shares Falling

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.