Notícias

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.

Bloom Energy has become a highly debated stock after a very strong three-year return, with its Discounted Cash Flow (DCF) intrinsic value estimate pointing to a large gap versus the share price, while market-based multiples and the overall valuation checks lean the other way. Bloom Energy has delivered an approximately 11.7x return over three years, which puts extra focus on whether the current price already reflects much of the good news. Investor expectations around large AI-related power...

A major new collaboration was announced, but investors were looking at the company's checkbook instead.

Iran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and Mizuho made some bold calls you may not see coming.

We examine the investment case for small-cap stocks.

For years, it was a niche clean energy stock. Then the AI boom created a problem only Bloom could solve, sparking an epic run.

Bloom Energy's 12% gain in three months, AI data-center demand and robust growth forecasts offset concerns over its premium valuation.

Bloom Energy has been one of the hottest stocks on Wall Street this year. The stock is up over 800% in the last 12 months and 1,300% in the past three years. The remarkable run has turned the fuel cell maker into one of the biggest AI infrastructure stories in the market. Despite its outsized ...

Bloom Energy is trading about 30% lower than its 52-week high. Is this your buying window?

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

FCEL brings steady, on-site power to critical facilities, helping reduce grid reliance and connection delays.

As data centers expand, so does Bloom. Does that make it a buy?

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.

Britain’s congested electricity grid has hit plans for a £2bn data centre championed by Sir Keir Starmer.

Britain’s congested electricity grid has hit plans for a £2bn data centre championed by Sir Keir Starmer.

Bloom and Nvidia stocks have both grown over tenfold in five years. But can Bloom match Nvidia's earnings power to keep the momentum going?

In late June 2026, Bloom Energy and Brookfield expanded their fuel cell financing framework for AI infrastructure power projects to US$25.00 billion, while Bloom was simultaneously reclassified across several Russell indexes and concentrated positions in funds like ICLN drew attention. Short-seller Hunterbrook’s allegations about undisclosed reliance on Chinese scandium and Bloom’s forceful rebuttal have turned the company’s supply chain transparency and materials sourcing into a central...

Shares of fuel cell technology Plug Power (NASDAQ:PLUG) fell 5% in the afternoon session after Susquehanna cut its price target on the stock to $2.50.

Bloom Energy stock continues to sink following Hunterbrook’s short report. Is it time to buy or sell BE shares? Let’s find out.