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While BE stock has suffered heavy losses recently, the red ink appears tied to structural rather than fundamental catalysts.

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.

The Morning Bull - US Market Morning Update Tuesday, Jul, 21 2026 US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is...

A Vital Supplier of AI Infrastructure and a Renewable Energy Company with a Significant EPS Increase Projected

FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.

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.

Years' worth of work is finally intersecting with an insatiable demand for electricity. This will put many more eyes on this company's surprisingly profitable future.

Bloom Energy landed a $1.7 billion AI infrastructure deal. So why didn't the market react positively?

One is burning cash while scaling aggressively; the other generates $1.3B in annual free cash flow with a fortress balance sheet.

These energy companies are capitalizing on the surge in AI power demand.

UBS just raised its FCEL stock price target, citing new deals with Fit Energy and Siemens as shares eye 45% potential upside.

Bloom Energy soared on the AI data center boom, but a high-profile project rejection in New Mexico and a spreading wave of community opposition are raising questions about whether the company's biggest growth opportunities can survive the regulatory gauntlet.

Pipeline rejection threatens timing and raises project costs

Bloom Energy currently trades at $205.07 and has been a dream stock for shareholders. It’s returned 912% since July 2021, blowing past the S&P 500’s 77.6% gain. The company has also beaten the index over the past six months as its stock price is up 35.1% thanks to its solid quarterly results.

MU, PENG and BE pair massive one-year gains with sharp weekly pullbacks, fitting a momentum anomaly screen.

The company announced exactly the kind of news bulls were waiting for, so why did investors hit the exits.

The project aims to provide behind-the-meter power, assisting Nebius in meeting the increasing demand for computing required by its AI platform.

The Morning Bull - US Market Morning Update Friday, Jul, 17 2026 US stock futures are drifting slightly lower this morning, with key index contracts such as the E-mini S&P 500 and Nasdaq-100 off by around 0.1% to 0.4%, as investors weigh tighter financial conditions against mixed global growth signals. A planned 25% US tariff on some Brazilian imports raises questions about costs for companies tied to global trade and agriculture, while US crude stockpiles and the Strategic Petroleum Reserve...

IDF and Oaktree Capital are committing about US$1.7b to Bloom Energy's fuel cell technology for AI cloud infrastructure. The funding supports behind the meter power solutions for Nebius's AI operations. The agreement focuses on clean, resilient power for digital infrastructure tied to AI workloads. For investors following Bloom Energy (NYSE:BE), this funding highlights how fuel cell power is being linked directly to the build out of AI infrastructure. Bloom Energy supplies solid oxide fuel...

Industrial Development Funding (IDF) and U.S.-based asset manager Oaktree said on ‌Thursday they will invest $1.7 billion in ‌deploying Bloom Energy's fuel-cell technology to help power AI ​cloud infrastructure, including dedicated electricity supply for Nebius' AI computing operations. The investment will fund behind-the-meter power generation using Bloom's fuel cells, ‌allowing Nebius to ⁠meet growing demand for AI compute capacity, the companies said. IDF ⁠is leading the development of the Nebius project, while Oaktree is participating as a ​minority equity ​investor.

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.

Bloom Energy turned positive free cash flow while Plug Power burned $661.5 million, a stark contrast that reshapes the profitability race.

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

Here is how Alvopetro Energy Ltd. (ALVOF) and Bloom Energy (BE) have performed compared to their sector so far this year.

BE, FCEL and GEV are highlighted as alternative energy stocks positioned to benefit from AI-driven data center power demand and grid modernization.

With 91 hedge funds holding stakes in the stock, Bloom Energy Corporation (NYSE:BE) is among the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations. On July 1, Clear Street raised its price target on Bloom Energy Corporation (NYSE:BE) to $290 from $250 while maintaining a Hold rating on the shares. The firm now projects revenue […]

Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index up 0.3% and the

Energy stocks were lower Tuesday afternoon, with the NYSE Energy Sector Index falling 0.1% and the S

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.