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A massive AI buildout is hitting a new execution test

Bloom Energy could still generate big multibagger gains.

Bloom Energy's share price has surged over the past year.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Bloom Energy's fuel cells would power this massive data center.

Six months ago we called it: two fuel cell stocks, two completely different fates. Since then one has become the go-to power source for AI hyperscalers while the other fights for survival, and the distance between them keeps growing.

Bloom Energy built its entire bull case on a backlog anchored by one massive data center project, and now a pipeline delay outside its control is forcing investors to ask whether 2027 and 2028 revenue targets were ever as solid as the pitch sounded.

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here. The Midcap Equity Strategy returned 16.9%, net of fees, in the second quarter, bringing year-to-date returns to 12.3%, compared with Bloomberg U.S. Mid Cap Index’s 11.1% quarterly gains and 12.1% year-to-date returns. […]

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.

Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spells opportunity or accelerating collapse depends on which number you trust more.

After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its massive artificial intelligence data center in New Mexico. Facing fierce local opposition and regulatory setbacks, the tech giant has issued a force majeure notice to the project’s developer, a unit of Blue Owl Capital Inc., in an attempt to suspend payments should the facility fail to meet its 2028 launch date.

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

PLUG's revenue recovery and hydrogen projects contrast with BE's soaring sales outlook and demand for onsite power.

The Federal Reserve’s latest rate hike has pushed borrowing costs higher, which puts even more pressure on aging energy infrastructure that cannot be upgraded cheaply. Capital is getting pricier while demand for electricity from AI data centers and electrification keeps building. That mix creates a potential opening for investors looking at the specialists that build and equip the power network. This article walks through three grid technology stocks from our curated list. The three stocks...

Index reshuffle puts Bloom Energy back on the radar Bloom Energy (BE) just moved into the FTSE All-World Index and the S&P 500 Equal Weighted Index after being dropped from a Russell small cap benchmark, putting the stock in front of a different group of institutional investors. Recent trading has been lively for Bloom Energy, with a 1-day share price return of 2.73%, a 7-day gain of 6.16% and a 30-day share price return of 35.46%, even though the 90-day share price return declined 15.25% as...

Bloom Energy's stronger earnings growth, profitability and six-month share gains bolster its clean-energy investment case compared with Ballard Power Systems.

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

In the closing of the recent trading day, Bloom Energy (BE) stood at $272.89, denoting a +2.73% move from the preceding trading day.

Bloomberg's Scarlet Fu puts Eric Balchunas, Matt Kaufman of Calamos Investments, and Brittany Christensen at Tidal to the test on "Bloomberg ETF IQ" in this week's edition of "IQ Test."

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

Bloom Energy's fuel-cell backlog, hyperscaler approvals, and Brookfield financing deal are fueling AI power demand, even as analysts raise targets and scandium supply questions persist.

Loren Finegold (left) and Ed Comber (right). By Karen Roman Vinson & Elkins said partners Loren Finegold and Ed Comber joined its Structured Finance and Securitization practice in New York, with Mr. Finegold becoming head of the practice. Both partners previously served at Latham & Watkins and have worked together for nearly a decade. Mr. Finegold […] The post Loren Finegold, Ed Comber Join Vinson & Elkins NY Practice, Finance & Infrastructure Growth appeared first on CorpGov.

How bottlenecks in the power generation space could benefit companies such as Emphase and Bloom Energy.

Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers. These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to […]

Bloom Energy is seeing massive earnings growth, while Plug Power is working to clean up its finances.

One fuel cell stock is chasing AI power demand with billions in backing. Another is staying out of the race entirely.

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

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.