Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
/ 18 items
#BE↓
Bloom Energy Turns a Profit and Doubles Its 2026 Outlook as AI Data Centers Drive Growth
Fuel-cell maker Bloom Energy doubles revenue to $1.065B in Q2, turns profitable, and lifts full-year outlook amid strong hyperscaler demand.
RBC Sees Panama Expansion as Next Chapter in Bloom Energy–EdgeMode Partnership
RBC Capital highlights Bloom Energy’s likely role in EdgeMode’s 2.4 GW Panama fuel cell data centers and reiterates its Outperform rating with $335 target.
Bloom Energy Plunges as Hunterbrook Exposes Supply Chain Risks and Overstated Backlog
Hunterbrook Media exposes Bloom Energy’s China scandium supply chain and questions its $20B backlog and aggressive AI growth targets.
Brookfield Boosts Bloom Energy Partnership to $25 Billion for AI Power Infrastructure
Brookfield expands its financing commitment with Bloom Energy from $5B to $25B to accelerate clean fuel cell power solutions for AI data centers and hyperscalers.
Jefferies Upgrades FuelCell Energy to Buy, Hikes Target to $24 on Major Data Center Deal
Strong upside potential vs Bloom Energy.