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AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Bloom Energy's 143% YTD surge, AI-driven power demand and rising earnings estimates support the stock despite its premium valuation.
A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.
Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.
Bloom Energy's massive time-to-power advantage has sent the stock soaring.
SNDR, BE, and TAL it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 11, 2026.
GEV's strong orders, rising gas turbine demand and expanding manufacturing capacity are driving growth, but its premium valuation may warrant caution.
SNDR, NESR and BE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 7th, 2026.
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.
The energy stock has been falling sharply of late.
The Japanese banking conglomerate cited stronger-than-expected operational metrics for Bloom's upgrade.
Bloom Energy stock has surged, then sold off. Here's what's real in the AI power story and what could make patient investors wait for a better entry.
One sells power today with $2B in revenue and major partnerships; the other has zero revenue but billion-dollar customer commitments.
Bloom Energy's stock price was cut in half. Now it might soar again.
Bloom Energy stock is up nearly 450% over the past year, but it is also down 45% from its high.
One company has turned cash-flow positive while burning through $661 million in capital; the other faces liquidity crises and lawsuits.
Bloom Energy trades at a premium valuation while burning cash, while NextEra Energy generates billions in net income with a fraction of the multiple.
The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.
AI-driven power demand puts Bloom Energy's commercial scale against OKLO's advanced nuclear ambitions in a high-stakes clean energy comparison.
Hunterbrook Capital alleged in its latest report from Thursday that Bloom's fuel cells don't deliver the efficiency, output, or lifespan the company once claimed.
Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.
Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.
Bloom Energy reported second-quarter 2026 revenue of $1.065 billion, surpassing $1 billion for the first time, as AI power demand strengthens and major hyperscalers approve its solid oxide fuel cell technology.
Investing.com -- Mizuho upgraded Bloom Energy to "Outperform" from "Neutral" and set a $242 price target, citing stronger-than-expected execution, accelerating margin expansion and improving operating leverage, while arguing the recent share-price pullback has created an attractive entry point.
BE's second-quarter earnings and revenues rise on product growth and onsite power demand, prompting higher 2026 revenue, profit and EPS guidance.
Bloom Energy posted blowout second-quarter results.
Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.
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