Today: 29 June 2026
Browse Category

NYSE:BE 13 October 2025 - 13 November 2025

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy (BE) Slides on Nov. 13 as New 2× BE ETF Debuts and AI Power Narrative Keeps Building

Published: Thursday, November 13, 2025 Summary: Bloom Energy shares fell sharply today during a broader market sell‑off in AI‑linked names. At the same time, Tradr launched the first leveraged ETF tied to BE, while fresh coverage and industry reporting continued to spotlight Bloom’s solid‑oxide fuel cells as a fast, modular answer to data‑center power constraints.
13 November 2025
····
Plug Power’s 170% Hydrogen Rally Cools – Can PLUG Stock Reignite?

Plug Power’s 170% Hydrogen Rally Cools – Can PLUG Stock Reignite?

Plug Power’s stock has been on a wild ride through October. After languishing around $1.50 per share in late summer 2025, PLUG erupted in a hydrogen-fueled rally, reaching a new 52-week high near $4.58 by early Octoberts2.tech. That surge – roughly +170% in a few months – vastly outpaced the broader market. It was amplified by a short squeeze: with roughly one-third of PLUG’s float sold short, each burst of positive news forced bearish traders to buy shares to cover, turbocharging the uptrendts2.tech. Indeed, PLUG logged nearly 100 trading days with swings over 5% in the past yearts2.tech, highlighting extreme volatility. However, the rally hit a wall by mid-October. After peaking above $4, profit-taking set in and sentiment turned cautious. For example, the stock jumped ~7% to ~$3.70 on Oct. 19, then slid about 6% to ~$3.25 by Oct. 21ts2.tech. By Oct. 23, PLUG was back in the high-$2sts2.tech. This week, the slide continued – on Tuesday Oct. 28, shares fell ~5% to $2.79 despite no major news, as the prior financing deal’s dilution lingered over sentimentts2.tech. As of midday Oct. 30, Plug Power trades around $2.8–$2.9, well off its highs but still far above its 52-week low of ~$0.69ts2.tech.
30 October 2025
······
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy Stock Skyrockets on AI Mega-Deal & Blowout Earnings – Near 400% 2025 Rally

Bloom Energy’s stock has been on a tear in 2025, and the past few weeks brought that rally to a climax. On October 13, Bloom announced a landmark partnership with Brookfield Asset Management – a deal that will see up to $5 billion invested to deploy Bloom’s fuel cells as on-site power at Brookfield’s forthcoming fleet of AI data centersts2.tech. The news tapped directly into market excitement around artificial intelligence and clean energy, sending Bloom’s shares soaring ~24–30% intraday to an all-time high around $108reuters.com. Year-to-date, Bloom was already one of the market’s hottest stocksreuters.com, and the Brookfield “AI mega-deal” added fresh fuel to that fire. Less than two weeks later, Bloom delivered blowout earnings that fanned the rally further. On October 28, the San Jose-based fuel cell provider reported Q3 2025 revenue of $519.0 million, +57.1% year-on-year and well above analyst estimatesinvesting.comindexbox.io. Adjusted net profit came in at $0.15 per share, nearly double expectationsinvesting.com. It was Bloom’s third straight record quarterly revenue, as the company benefits from robust demand for its energy servers in data centers, manufacturing and other sectors. Gross margins climbed to 30.4%, up from ~25% a year ago, thanks to higher scale and service efficienciesinvesting.com. Bloom
29 October 2025
···
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy (BE) Stock Skyrockets on AI Mega-Deal & Earnings Blowout, Near 400% YTD Surge

Bloom Energy has been one of 2025’s hottest stocks, riding a wave of optimism around clean energy and artificial intelligence. The catalyst for the latest leg up was an eye-popping partnership with Brookfield Asset Management, announced mid-October. Brookfield committed up to $5 billion to deploy Bloom’s solid-oxide fuel cell systems as on-site power for next-generation AI data centersts2.tech. In effect, Bloom’s technology will supply reliable, local electricity for Brookfield’s planned “AI factories” – huge computing centers for AI that demand far more power than conventional grids can easily provide. Investors immediately cheered the deal as a transformative win for Bloom. The stock jumped about 25–30% in one day, hitting a record ~$108 per share on Oct. 13ts2.tech. That one announcement added roughly $6–7 billion to Bloom’s market capitalizationts2.tech. Year-to-date, Bloom shares have now skyrocketed nearly 400%, a stunning run that has lifted the company’s market value to around $20 billionts2.tech. This rally reflects surging confidence that Bloom’s fuel-cell solutions could play a key role in the AI revolution – and deliver major growth in the coming years.
28 October 2025
···
$5B Brookfield Deal Sends Bloom Energy Stock Soaring – Fuel-Cell Future of AI

$5B Brookfield Deal Sends Bloom Energy Stock Soaring – Fuel-Cell Future of AI

On Oct. 13, Bloom and Brookfield jointly announced the partnership via BusinessWire and press reports investor.bloomenergy.com. Under the agreement, Brookfield commits up to $5 billion to fund Bloom’s fuel cells at AI data centers worldwide investor.bloomenergy.com datacenterdynamics.com. Bloom becomes Brookfield’s preferred on-site power provider for its new “AI factories” – purpose-built data centers where power and compute are designed in concert investor.bloomenergy.com datacenterdynamics.com. A spokesperson confirmed the first European AI factory site will be announced by year-end investor.bloomenergy.com datacenterdynamics.com. Brookfield’s dedicated AI Infrastructure strategy already includes multi-billion dollar data-center and clean-power initiatives in Sweden and France. CEO Rashid noted that now Bloom’s fuel cells give Brookfield “the unique capability to design and construct modern AI factories with a holistic… approach to power needs” datacenterdynamics.com. The core idea is that AI centers must operate like factories – requiring “purpose, speed, and scale” – so on-site solutions like fuel cells and modular generators will be essential to meet surging demand datacenterdynamics.com investor.bloomenergy.com. The deal thus signals a pivot away from relying on strained public grids toward clean, dispatchable power sources.
14 October 2025
····
Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Bloom Energy’s Big Break: $5B Brookfield AI Deal Sends Stock Surge – Experts Weigh In

Brookfield Asset Management – a $1+ trillion alternative asset manager – unveiled this strategic AI-infrastructure investment on Oct 13, 2025. According to Brookfield and Bloom’s joint announcement: Brookfield will invest up to $5 billion to “deploy Bloom’s advanced fuel cell technology” at AI data centers businesswire.com nasdaq.com. The partnership marks Brookfield’s first move in its dedicated “AI Infrastructure” fund, which already includes investments in data centers and renewable energy globally. Brookfield’s Sikander Rashid explained that Bloom’s fuel cells give Brookfield “the unique capability to design and construct modern AI factories with a holistic and innovative approach to power needs” businesswire.com. From Bloom’s side, Founder/CEO KR Sridhar emphasized that AI data centers are unlike any other industrial facility. “AI factories demand massive power, rapid deployment and real-time load responsiveness that legacy grids cannot support,” he said businesswire.com. Bloom’s modular fuel cells can be installed in a matter of weeks, enabling data center operators to add capacity without waiting months for utility grid upgrades. Sridhar added that this partnership is about “reimagining the data center of the future” with compute, infrastructure and power designed in sync from day one businesswire.com.
13 October 2025
····
1 … 4 5 6

Stock Market Today

  • SPS Commerce (SPSC) Rallies 5.7% on Sale Rumors, Earnings in Focus
    June 29, 2026, 2:05 PM EDT. SPS Commerce (SPSC) closed up 5.7% at $58.87 after volume spiked and reports spread about a possible sale, tied to activist pressure for the company to consider strategic options. The supply chain software firm forecasts quarterly EPS of $1.08, up 8% from last year, and sees revenue at $195.14 million, up 4.1%. Consensus estimates for earnings didn't move in the last 30 days, which could cap upside ahead. SPSC sits at Zacks Rank #2 (Buy). Bowman Consulting (BWMN), another name in the group, climbed 2.3% but has seen its earnings estimates drop 14.6%; Zacks Rank is #3 (Hold). Market watching for shifts in earnings outlooks for clues on next moves.
Go toTop