Breadth Rates, & Sentiment: The Bull Case Builds
Improving market breadth, supportive interest rates, and cautious sentiment provide a bullish backdrop for U.S. equities. As more stocks participate and the Fed eases policy near record highs, the foundation for further market gains strengthens.
The Coming Energy Shock: How AI Data Centers will Reshape Power Needs
Electricity demand in the US is accelerating rapidly, and the early signs of a long-term power crisis are already visible.
BE Stock Outperforms Its Industry in the Past Six Months: How to Play?
Bloom Energy's six-month surge and rising demand for its clean, flexible power systems are drawing investor attention.
Bloom Energy Powering The AI Revolution
Bloom Energy stands out as a high-beta, clean energy play directly leveraged to surging AI-driven datacenter electricity demand. BE's solid oxide fuel cell technology and recurring revenue model position it for explosive growth as data centers face urgent power shortages. Recent financials show BE's revenue up 57% and a shift to operating profit, but valuation remains high and volatility is significant.
3 Alternative Energy Stocks to Watch Amid Near-Term Challenges
Alternative Energy stocks like BE, OPAL & FCEL are poised to gain from the strong outlook for wind and EV growth, though shifting U.S. policies pose near-term hurdles.
Bloom Energy Stock To $140 Again?
Bloom Energy's (NYSE:BE) share price has accomplished something that many considered unlikely — it has increased more than 5x in the last six months, evolving from a specialized fuel-cell company into one of Wall Street's most celebrated clean-energy narratives. What was once seen as a speculative technology venture is now in the spotlight, as investors regard it as a crucial element of the forthcoming electric grid and AI infrastructure.
4 Stocks That Capitalized On The Accelerating Adoption Of AI Infrastructure
Lumentum capitalized on the accelerating adoption of AI infrastructure, with record shipments of key optical components and the launch of innovative products. Rush Street Interactive: Despite headwinds from increased taxes in Illinois, New Jersey, and Colombia, the company raised its full-year guidance. Bloom Energy's stock soared 254% during 3Q, driven by surging demand for its fuel cell technology to power AI-focused data centers.
Bloom Energy: The Answer to the AI Power Problem
As the AI revolution accelerates, energy demand is emerging as both its greatest challenge and biggest opportunity. Bloom Energy's innovative fuel cell technology directly addresses this bottleneck.
Polen U.S. Small Cap Growth Q3 2025 Portfolio Performance And Attribution
During the third quarter of 2025, the U.S. Small Cap Growth Composite Portfolio returned 21.4% gross and 21.1% net of fees. Bloom Energy is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, 'always on' power at scale. Oddity Tech is a digital beauty and wellness platform that uses AI and data science to develop and recommend personalized products based on unique skin type and color signatures.
Why Did Bloom Energy Stock Rocket Beyond 50% in October?
Bloom Energy's revenue is rising rapidly on high demand for its hydrogen fuel-cell systems. The company just signed a $5 billion partnership to build AI data centers.
Bloom Energy vs. Plug Power: Which Fuel-Cell Stock Should You Buy Now?
BE and PLUG stock can provide emission-free power to customers, bypassing the need for the grid.
Bloom Energy: The Top AI Energy Stock?
Bloom Energy ( BE ) just delivered a standout quarter that underscores its rapid ascent as a key player in the AI-powered energy revolution. Revenue surged 57% year-over-year to $519 million, while gross margins expanded 540 basis points, from 23.8% to 29.2%, reflecting both operational efficiency and growing demand for its clean, distributed power systems.
