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Bloom Energy (BE) Is Up 25.7% After Securing Oracle AI Data Center Power Deal - Has The Bull Case Changed?
Simply Wall St.106d agoneutral
Bloom Energy (BE) Is Up 25.7% After Securing Oracle AI Data Center Power Deal - Has The Bull Case Changed?

In late April 2026, Bloom Energy Corporation reported first-quarter revenue of US$751.05 million and net income of US$70.65 million, and raised its full-year 2026 revenue guidance to a range of US$3.40 billion to US$3.80 billion. Oracle and BorderPlex Digital Assets also confirmed that Bloom’s fuel cells will fully power Oracle’s Project Jupiter AI data center campus in New Mexico, underscoring Bloom’s growing role as an on-site power provider for energy-intensive computing. We’ll now...

3 Companies That May Be Priced Below Their Estimated Value
Simply Wall St.108d agoneutral
3 Companies That May Be Priced Below Their Estimated Value

Over the last 7 days, the United States market has remained flat, yet it is up 28% over the past year, with earnings forecast to grow by 16% annually. In such a climate, identifying stocks that may be priced below their estimated value can offer investors opportunities for potential growth as they seek companies with strong fundamentals and promising prospects.

Is FuelCell Energy The Next AI Power Play? Data Center Demand Drives 275% Pipeline Growth
Benzinga108d agoneutral
Is FuelCell Energy The Next AI Power Play? Data Center Demand Drives 275% Pipeline Growth

FuelCell Energy Inc shares are moving higher Wednesday morning as investors rotated into higher-beta clean-energy names tied to data-center power demand. FuelCell Energy's push is coming with the stock trading just below a 52-week high of $11.99, keeping breakout traders focused on whether momentum can hold near the top of the range. What Is FuelCell Energy’s Latest Catalyst? The latest bid is being linked to rising interest in on-site power for data centers, with attention spilling over from Bl