Notícias

HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is whether that gap is an opportunity or a warning sign.

As long-term grid bottlenecks clash with the relentless power requirements of AI, off-grid energy generation has become a necessity.

Demand for everything else may be slowing down, but AI data center owners are still clamoring for power any way they can get it fast. Bloom is more ready than most to deliver.

Shares of Bloom Energy Corp (NYSE:BE) are rallying Thursday afternoon, trading higher after market sentiment received a major boost from falling U.S. Treasury yields. The clean energy technology provider is gaining momentum alongside capital-intensive growth equities following key commentary from Federal Reserve Governor Christopher Waller. Here’s what investors need to know. Bloom Energy stock is showing exceptional strength. What’s driving BE stock higher? Fed’s Waller Hints at Interest Rate P

Bloom Energy is surging while its closest fuel cell peers barely budge, and the reason behind the split reveals something important about where AI power demand is actually landing.

Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7% gain. U.S. large-cap growth equities […]

Global bond yields are pushing toward multi year highs as investors factor in stubborn inflation and higher energy costs. That raises the price of capital for many sectors, yet it puts a spotlight on the companies that keep electricity flowing efficiently. Grid hardware and construction providers sit at the center of this story. This article breaks down three power grid stocks from our curated list that align with this long term build out. The stocks covered below are a starting sample from...

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarter, S&P Dow Jones Indices, which oversees the rebalances the index—along with the and S&P SmallCap 600)—to reflect changes in component share counts and other factors.

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

FuelCell Energy (NASDAQ:FCEL) stock is down 13% to $14.90 in early trading Wednesday after the company reported fiscal Q3 2026 results before the open. The Global X Hydrogen ETF (NASDAQ:HYDR) is unchanged at $42.06, keeping the sector barometer flat while FuelCell Energy takes the hit alone. Meanwhile, Bloom Energy (NYSE:BE) stock is down 2% to […]

GE Vernova's shares are surging as grid and electricity demand drives backlog growth, but tariffs, supply risks and premium valuation pose challenges.

Brookfield and Bloom Energy have dramatically enlarged their wager on data-center electricity. On June 30, Brookfield Asset Management Ltd. (NYSE:BAM) and Bloom Energy Corporation (NYSE:BE) expanded an AI infrastructure framework from $5 billion to as much as $25 billion. Brookfield can finance eligible deployments through its investment vehicles, while Bloom can supply fuel-cell systems that […]

Latest filings of Nancy Pelosi show the politician’s spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE). In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in […]

PLUG's electrolyzer revenues hold steady at $54.1 million as major projects and rising green hydrogen demand support growth prospects.

Super Micro Computer stands out on soaring AI infrastructure demand, while Albertsons faces margin pressure and weaker growth prospects.

BE, NNE and XIFR could benefit as the Iran conflict underscores energy-security risks and drives investment in nuclear and renewable power.

Bloom Energy has become a high profile stock after a very large 3 year run, yet its current valuation checks send mixed signals between strong trading momentum and what the numbers suggest the shares are worth. The Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable discount to current pricing, while market based multiples lean the other way and a low value score suggests the stock is not a straightforward bargain. Bloom Energy has returned about 1,290.3% over 3 years,...

Bloom Energy's Power Connect cuts onsite installation time by more than 40% as AI data-center demand drives rapid revenue growth and higher 2026 guidance.

As FuelCell Energy gears up to report fiscal third-quarter earnings on Sept. 2, let's find out how the expectations stack up. Also, know how to play the stock ahead of results.

Yesterday, Elon Musk shone a spotlight on a constraint everyone in the AI trade already knew was coming: Roughly 15 gigawatts of AI compute scheduled to be manufactured next year may never get powered up in 2027 — the equivalent of 10 nuclear plants’ worth of capacity sitting idle in a single year, enough to […]

I want to leverage my conviction in Bloom to generate income.

Clearway Energy is emerging as a key player in AI power.

Bloom Energy is seeing huge demand for its hydrogen fuel cells, but the real story is services.

Nancy Pelosi’s household disclosed one of the more eye-catching AI infrastructure trades of the summer. Public transaction data filed on August 21 shows her husband, Paul Pelosi, bought 10,000 shares of Bloom Energy Corporation (NYSE:BE) on July 24 and another 5,000 shares on July 28. He also bought 200 call options with a $100 strike […]

Oracle's data centers need power, and Bloom Energy's fuel cells are delivering it.

Bloom Energy is scaling fuel cell capacity with major partnerships, while Eos Energy is ramping production amid heavy losses, each presents a starkly different risk profile.

Bloom Energy is already profitable at scale with $2 billion in revenue, while NuScale has yet to deliver a single power module.

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says securing power for AI data centers can take years, even as demand for the company’s chips continues to outrun supply. Evercore ISI says that could create an opportunity for Bloom Energy Corp. (NYSE:BE),...

Both companies are benefiting from AI, but between the two stocks, one jumps out as the better investment.

Earlier this month, Bloom Energy introduced Power Connect, a factory‑integrated deployment system that shifts electrical integration offsite, aiming to cut onsite installation time by over 40% while standardizing and simplifying how its solid‑oxide fuel cells are installed. By moving complex integration work into U.S.-based factories and delivering pre‑wired, pre‑tested units, Power Connect could make Bloom’s onsite power solution especially attractive for fast‑moving AI data center projects...