Bloom Energy Corporation Class A BE

Brookfield Renewable Partners (NYSE:BEP) outlined plans to expand its renewable power, energy storage and nuclear businesses as executives cited rising electricity demand, grid constraints and growing needs from data centers and artificial intelligence. Chief Executive Officer Connor Teskey said th

Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.

Bloom Energy rings the NYSE bell on its 25th anniversary and joins the S&P 500 as CEO Sridhar warns on rapidly growing electricity demand.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

A three-year engineering partnership just turned into a major contract win for one struggling hydrogen stock, while its closest rivals sat out the rally entirely.

Jefferies Raises Bloom Energy Price Target to $264 as Shares Surge

Inflation data, Micron earnings loom after Treasury yields pressured stocks, but not Bloom Energy and other AI plays.

Brookfield Infrastructure Partners (NYSE:BIP) said it expects its growth rate to accelerate as contributions from its organic backlog, recent investments and capital recycling begin to build, while management emphasized that the company intends to maintain its financial discipline and target higher-

The Morning Bull - US Market Morning Update Wednesday, Sep, 30 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.01% and Nasdaq-100 minis gaining around 0.2%, as investors weigh mixed global signals on growth and inflation. Stronger consumer borrowing in the UK, at £2.5b in August, points to households leaning more on credit cards while new mortgages slow, which speaks to pressure from higher borrowing costs. Spain’s inflation at 4.9% and...

Bloom Energy has become a highly watched stock after a very strong multi year run. The question now is whether the current share price lines up with the cash the business is expected to generate. With investors focused on fuel cells for data centers and on site power, the debate has shifted from headline stories to the durability and timing of Bloom Energy's cash flows. Over the past 3 years the stock has delivered a very large return of about 24x, which puts a lot of weight on whether...

Bloom Energy marked its 25th anniversary by ringing the New York Stock Exchange opening bell, just days after joining the S&P 500, and used the moment to highlight its role in powering AI infrastructure. CEO K.R. Sridhar said Bloom's on-site power systems are becoming a standard solution as demand rises for data centers, factories, and hospitals. He speaks with Romaine Bostick on "The Close."

Nvidia fell 0.7%, reversing from Monday’s gains, when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor closed flat, erasing earlier gains seen after it received a U.S. Army grant to develop power semiconductor technology. The company has faced a recent slump in its share price, navigating recent quarterly losses and a patent dispute with peer Wolfspeed.

Stock Market Today: The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia and an AI stock test buy points.

Jefferies lifted its price target on BE to $264 from $229 while keeping a Hold rating.

Bloom Energy shares rally on reports of a new 158,000-square-foot facility in Fremont. But does that warrant buying BE stock today? Let’s find out!

U.S. midterm elections are right around the corner, and they may pose a threat to the driving force behind the bull market.

Brookfield's $25 billion framework and AEP's $2.65 billion order support near-term growth