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Renewable Energy 20 May 2026 - 2 June 2026
Shares of Bloom Energy surged 15.4% to a new closing high of $328.91 as traders focused on AI power-infrastructure stocks, while U.S. regulators are urging grid operators to accelerate rule changes for large energy users such as data centers. FuelCell Energy also saw a sharp rise, up about 20% to $24.04, driven by expectations that it could secure firm contracts for powering data centers, rather than current earnings. Invenergy is returning four offshore wind leases worth $765 million, with the Interior Department reallocating funds to natural gas plants in the Midwest and geothermal projects in the West. Plug Power shares rebounded 3.7% to $2.81 after a previous decline, as investors weigh recent liquidity measures against ongoing cash-use and execution risks. The company’s Project Gateway asset sale, expected to close in June, is seen as a key catalyst, but the stock remains risky until liquidity improvements translate into better margins and lower cash burn. Eos Energy Enterprises jumped 10.9% to $7.08 after starting commercial production at its second Pennsylvania plant, aiming for 4 GWh annual manufacturing capacity. NextEra Energy rose 1.36% to $85.99, outperforming major indexes, though it remains nearly 13% below its 52-week high, with valuation and deal risks still a concern. SUNation and Suniva completed a reverse-merger, with SUNation shares soaring 165% in premarket trading. Fluence Energy shares surged about 31% after Siemens and Nvidia included the company in an AI data center battery power plan.