Notícias

Bloom Energy (NYSE:BE) has entered a US$5b global AI infrastructure partnership with Brookfield focused on powering data centers. The company has agreed to a US$2.65b, 20-year offtake project with American Electric Power for a fuel cell facility in Wyoming. These agreements frame Bloom Energy as an onsite power supplier for large AI factories with multi-gigawatt, long-duration contracts. Bloom Energy sits at the intersection of distributed power generation and the rapid buildout of AI data...

Lyft upgraded, Leidos downgraded: Wall Street's top analyst calls

Bloom Energy's AI data center power deals with Brookfield and AEP spotlight its growth story, while M-tron faces valuation and execution risks.

Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers

On Tuesday, Bernstein initiated coverage of Bloom Energy with a ‘Market Perform’ rating and a $276 price target, indicating a downside of nearly 2% compared to the company’s last closing price.

The latest trading day saw Bloom Energy (BE) settling at $280.88, representing a +2.32% change from its previous close.

The Dow Jones hit a new high and SpaceX kept rising. But chips and most AI stocks fell. Fed chief Kevin Warsh's comments will be in focus Wednesday.

The fuel-cell maker is benefiting from a significant AI-driven trend, but its long-term value will be determined by its performance in less favorable market conditions.

PLUG's electrolyzer sales jump 345% in Q1 as major contract wins and an $8 billion project pipeline bolster growth prospects.

Fuel cell stocks have been one of 2026’s loudest comeback trades, but the leaderboard isn’t close. Bloom Energy (NYSE:BE) stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy (NASDAQ:FCEL) stock sits in a distant second, and Plug Power (NASDAQ:PLUG) stock ... Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

A Communications Company Strengthening its Liquidity Position and a Strong Buy Alternative Energy Company are in Focus.

BE's 69% surge, premium valuation and clean-energy demand from AI data centers build the case for adding the stock despite its lofty price.

Brookfield Corporation (NYSE:BN) is one of the 6 Cheap Stocks to Buy According to Bill Ackman. Brookfield Corporation (NYSE:BN) is one of the largest asset management firms in the world, courtesy of its more than a trillion dollars in assets. The shares are up by 14% over the past year and are down by 3.4% year-to-date. […]

Over the last 7 days, the United States market has remained flat, yet it is up 24% over the past year with earnings anticipated to grow by 19% annually in the coming years. In this context of robust growth expectations, identifying stocks that are trading below their intrinsic value can present opportunities for investors seeking potential long-term gains.

These two energy infrastructure stocks could be one of the smartest ways to profit from the AI boom.

Speculation around Bloom Energy (NYSE:BE) joining the S&P 500 is picking up as the company now meets key index criteria on size, liquidity, and profitability. At the same time, clarity has improved on its Wyoming AI data center project, with utility Black Hills confirming the planned 1.8 GW deployment is still expected to proceed with a new development partner. These updates follow earlier uncertainty after a pause involving Crusoe Energy, which had raised questions about project...

Viking Cruises and Bloom Energy were among several stocks making bullish moves amid a market rebound, flashing buy signals or setting up.

Bloom Energy Corp. (NYSE:BE) is one of the 10 Best Energy Stocks Capitalizing on the Data Center Boom. On June 10, Morgan Stanley analyst David Arcaro reiterated a Buy rating on Bloom Energy with a $310 price target, according to a report by TipRanks. On the same day, TheFly reported that Morgan Stanley remains optimistic […]

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 4.5% in the morning session after investors grew more optimistic about the company securing major deals to power AI data centers, supported by positive analyst commentary.

ERock delivers deployable off-grid natural gas generation systems, helping tech giants bypass grid delays to instantly power artificial intelligence networks.

FuelCell Energy's (NASDAQ: FCEL) recent Q2 earnings report signals that the company has reached a major turning point.

Here is how Ampol Limited - Unsponsored ADR (CTXAY) and Bloom Energy (BE) have performed compared to their sector so far this year.

ORA expands geothermal and energy storage capacity through new projects and acquisitions, while tariff and supply-chain risks remain in focus.

OKLO wins DOE approval for Aurora-INL's preliminary safety analysis, advancing its first fast fission power plant under the Reactor Pilot Program.

NuScale Power's behind-the-meter push targets grid delays and reliability risks as data centers and industrial users seek direct, dependable power.

Wondering whether Bloom Energy's share price still reflects its true worth, or if the stock has already run too far ahead of itself. The stock has been very strong over longer periods, with year to date returns of 152.2% and a 3 year gain of more than 13x, even though it has fallen 14.6% over the past week and 11.3% over the past month. Recent coverage has focused on Bloom Energy's role within the broader clean energy theme and how policy attention on low carbon technologies keeps this stock...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Bloom Energy (NYSE:BE) and the best and worst performers in the renewable energy industry.

Bloom Energy's share price has lost nearly a quarter of its value from the recent peak.

SRE expands LNG, utility and renewable energy investments to meet rising power demand, though wildfire risks remain a concern.

Bloom Energy (NYSE:BE) is facing conflicting reports about the status of a major AI data center project in Cheyenne, Wyoming, where it is a key technology partner. Initial concerns about a possible pause or delay in the project coincided with a sharp fall in Bloom Energy's share price. Subsequent comments from the local utility and analysts suggest the project may be continuing with a different partner or has not been fully halted. These mixed signals are creating uncertainty around Bloom...