Today: 9 June 2026
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NYSE:BE 5 February 2026 - 2 June 2026

Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar

Daiwa Securities upgraded Bloom Energy to Outperform and raised its target to $324, citing shifts in orders and margins amid surging AI power demand. Bloom and Nebius Group signed a deal for up to 328 MW of fuel-cell capacity, with Nebius potentially paying $2.6 billion over 10 years. Bloom shares traded at $314 premarket after closing at $302.49 on May 22. First-quarter revenue rose 130% to $751.1 million.
26 May 2026
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Plug Power Shares Jump; Traders Eye AI Power Angle

Plug Power Shares Jump; Traders Eye AI Power Angle

Plug Power shares rose 14.2% to $3.78 on Thursday, lifted by sector momentum after Bloom Energy announced a major AI data-center power deal. Plug separately confirmed its Barrow Green Hydrogen project in Britain reached final investment decision and will supply Kimberly-Clark. Plug posted a first-quarter net loss of $245.3 million, wider than last year, and ended March with $802 million in cash.
22 May 2026
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AI Stocks Rally, Deere Misses Out

AI Stocks Rally, Deere Misses Out

Arm shares surged 16.1% to $298.16, pushing its market value above $300 billion after reporting record revenue and strong data-center growth. Rigetti jumped 30.6% and IBM rose 12.5% following $2 billion in U.S. quantum computing incentives. Nvidia posted record quarterly revenue but slipped 1.8%. Bloom Energy gained 9% as Nebius announced major AI power infrastructure deals.
21 May 2026
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FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy shares soared 23.5% to $24.98 Thursday, extending a rebound as investors targeted fuel-cell firms amid rising AI data center power demand. The company named John Livingston to its board and set its next earnings call for June 8. Peer stocks Bloom Energy, Plug Power, and Nebius also rallied after Bloom and Nebius announced a 328 MW AI infrastructure fuel-cell deal.
21 May 2026
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Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Nebius agreed to buy up to $2.6 billion in power capacity and electricity from Bloom fuel-cell systems over 10 years. Bloom shares rose 11.7% and Nebius climbed 16.8% after the announcement. The first project, replacing gas turbines, is expected to deliver 328 megawatts of installed capacity this year. Nebius will use Bloom’s on-site systems to speed up data center deployment.
21 May 2026
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FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy shares surged 16.35% to a 52-week high of $15.94 Monday, with trading volume tripling the average, as investors bet on fuel cells for powering AI data centers. The company reported Q1 revenue of $30.5 million and a net loss of $26.1 million. FuelCell’s backlog fell to $1.17 billion, and management outlined plans to expand factory capacity in Connecticut. Plug Power and Bloom Energy shares also rose sharply.
12 May 2026
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FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy shares climbed $2.75 to $12.69 Wednesday, trading on heavy volume after Bloom Energy raised its 2026 outlook and reported a 130% jump in first-quarter revenue to $751.1 million. Bloom shares surged over 23% after announcing its fuel cells would power Oracle’s planned New Mexico AI data center. FuelCell’s first-quarter revenue rose 61% to $30.5 million, but it posted a $23.7 million net loss.
29 April 2026
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Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy raised its 2026 revenue forecast to $3.4–$3.8 billion after first-quarter revenue surged 130% to $751.1 million, beating analyst estimates. Net profit reached $70.7 million, reversing a year-ago loss. Oracle and BorderPlex said their New Mexico data center project will use up to 2.45 GW of Bloom fuel-cell capacity. Shares last traded at $226.37, down $8.36 before the market opened.
29 April 2026
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Best Stocks to Buy Today: 5 Earnings Stocks Wall Street Is Watching Before the Fed Decision

Best Stocks to Buy Today: 5 Earnings Stocks Wall Street Is Watching Before the Fed Decision

Seagate shares jumped 16% in extended trading after forecasting fourth-quarter revenue above estimates and reporting strong third-quarter results. HSBC upgraded U.S. equities to “overweight” following robust earnings, with 84% of reporting companies beating Wall Street forecasts. Bloom Energy raised its 2026 outlook after posting a 130% revenue jump. Coca-Cola lifted its annual profit forecast after beating expectations.
29 April 2026
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Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
26 April 2026
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Oracle Stock Jumps Again After Bloom Energy Deal and AI Push—but Risks Still Linger

Oracle Stock Jumps Again After Bloom Energy Deal and AI Push—but Risks Still Linger

Oracle shares jumped 5.3% to $171.68 Wednesday morning, extending a rally after the company unveiled new AI features and expanded its fuel-cell partnership with Bloom Energy. Oracle agreed to procure up to 2.8 gigawatts of Bloom’s fuel-cell systems for data centers, with 1.2 GW already contracted. The stock had climbed 12.7% Monday and 4.7% Tuesday.
15 April 2026
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Bloom Energy Corporation lands Bloomberg 500 Index spot as BE stock slips — what investors watch next

Bloom Energy Corporation lands Bloomberg 500 Index spot as BE stock slips — what investors watch next

Bloom Energy will join the Bloomberg 500 Index before the market opens on March 12, Bloomberg Indices said Thursday. Shares fell 3.8% to $158.47 in afternoon trading, valuing the company at about $19.8 billion. Bloom reported 2025 revenue of $2.02 billion and expects up to $3.3 billion in 2026. The company cited data-center demand as a key growth driver.
5 March 2026
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Bloom Energy stock jumps nearly 9% after-hours — what’s moving NYSE:BE now

Bloom Energy stock jumps nearly 9% after-hours — what’s moving NYSE:BE now

Bloom Energy shares rose 8.7% to $160.28 in after-hours trading Monday, defying a broad U.S. market drop on tariff concerns. Nearly 10 million shares changed hands, with options markets seeing several large sweep trades in BE contracts. The move followed Bloom’s recent revenue forecast and continued focus on data-center power demand. Peers Plug Power and Ballard fell, while FuelCell Energy edged higher.
23 February 2026
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Bloom Energy stock price drops 9% as Wall Street questions AI payback ahead of CPI

Bloom Energy stock price drops 9% as Wall Street questions AI payback ahead of CPI

Bloom Energy shares fell 9.2% to $141.21 by 2:05 p.m. ET Thursday, reversing early gains as tech stocks slid ahead of Friday’s U.S. CPI report. Trading topped 10 million shares, with the stock swinging between $160.20 and $136.60. Other fuel-cell makers also declined. Investors weighed Bloom’s $6 billion backlog and 2026 revenue forecast against uncertainty over AI spending and Fed rate expectations.
12 February 2026
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Bloom Energy stock price jumps 7% as Mizuho lifts target; traders eye margins next

Bloom Energy stock price jumps 7% as Mizuho lifts target; traders eye margins next

Bloom Energy shares jumped 7% to $152.98 by 11:29 a.m. EST Monday after Mizuho raised its price target to $110, citing expected 2026 margin gains. About 5.3 million shares traded as investors weighed Bloom’s $20 billion backlog and 2026 earnings forecast against questions about shipment pace and cash flow. Fuel-cell peers were mixed. Bloom’s next earnings report is scheduled for May 6.
9 February 2026
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Bloom Energy stock price jumps after hours as BE forecasts up to $3.3 billion 2026 revenue

Bloom Energy stock price jumps after hours as BE forecasts up to $3.3 billion 2026 revenue

Bloom Energy shares rose 4.8% to $143.03 in after-hours trading Friday after forecasting 2026 revenue of $3.1–$3.3 billion and non-GAAP EPS of $1.33–$1.48. The company reported record 2025 revenue of $2.02 billion, up 37%, and a $6 billion product backlog. BTIG and BMO raised price targets following the outlook. About 20.9 million shares traded during the session.
7 February 2026
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Stock Market Today

  • Pfizer Shares Drop Premarket Despite New FDA Approval for Hemophilia Drug
    June 9, 2026, 9:26 AM EDT. Pfizer shares declined 1.7% premarket to $25.62 following FDA approval of an expanded label for its hemophilia treatment Hympavzi, now authorized for patients aged 6 and older, including those with inhibitors-antibodies reducing clotting-factor therapy effectiveness. The drug offers a weekly subcutaneous injection alternative to frequent intravenous infusions. Despite the regulatory win, investor focus remains on Pfizer's obesity drug berobenatide, a monthly GLP-1 receptor agonist, competing with Novo Nordisk and Eli Lilly in weight loss treatments. Pfizer reported Q1 revenue of $14.5 billion, up 2% operationally, maintaining 2026 guidance of $59.5-$62.5 billion revenue and $2.80-$3.00 adjusted earnings per share, though earnings fell to 75 cents. Market reaction reflects caution over the company's longer path to profit growth amid patent expirations and competition.

Latest articles

IREN Stock Approaches $60 as AI Data-Center Bet Hits Key Point

IREN Stock Approaches $60 as AI Data-Center Bet Hits Key Point

9 June 2026
IREN surged 8.9% to $59.19 and was quoted higher premarket after a bitcoin rebound and renewed focus on its pivot to AI cloud infrastructure, but the stock remains exposed to bitcoin swings, heavy spending, and risks tied to its new 800MW South Australia data center project and major contracts with Nvidia and Microsoft.
AT&T Moves Higher Pre-Market on $45 Billion Payout Plan Still in Focus

AT&T Moves Higher Pre-Market on $45 Billion Payout Plan Still in Focus

9 June 2026
AT&T shares edged up to $22.58 pre-market after reaffirming 2026 guidance and a $45B+ shareholder return plan, providing a cash-flow marker as satellite broadband competition looms; the stock remains pressured by SpaceX risks flagged by Oppenheimer, with second-quarter free cash flow seen at $4.0–$4.5B.
GSK’s $10.6 Billion Oncology Leap Goes Deeper Than Headlines Show

GSK’s $10.6 Billion Oncology Leap Goes Deeper Than Headlines Show

9 June 2026
GSK will buy Nuvalent for $10.6 billion in cash, paying a 40% premium, to boost its oncology pipeline ahead of looming HIV drug patent expiries; Nuvalent shares jumped 38.9% premarket while GSK fell 1.4%, with the deal expected to add to GSK sales and profit from 2027 but dilute earnings per share 2026-2028 if it closes in Q3, and final outcome depends on FDA approvals and regulatory clearance.
AmpliTech’s 5G Radio Test Moves AMPG Shares

AmpliTech’s 5G Radio Test Moves AMPG Shares

9 June 2026
AMPG soared 26.7% to $6.57 after AmpliTech revealed its 64T64R Massive MIMO radio was the only one of its kind at O-RAN PlugFest, showing interoperability with major carriers’ equipment, but no new orders were announced, leaving sales conversion as the key investor focus.
Cartesian Growth Ticker Change Draws Trader Attention to Factorial Energy

Cartesian Growth Ticker Change Draws Trader Attention to Factorial Energy

9 June 2026
Factorial Energy surged 16% to $13.80 in its Nasdaq debut as FAC, with premarket trading near $20.70, after replacing CGCT via SPAC merger that raised over $100 million for battery commercialization and implied a $1.3 billion equity value; former CGCT shares now trade as FAC, with founders retaining majority voting power and staged lock-up releases ahead.
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