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.
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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.
Crusoe Pauses 1.8GW Wyoming Data Center — Morgan Stanley Stays Bullish on Bloom Energy
Crusoe paused a huge Wyoming data center project; Bloom Energy deal involved, but analysts say long-term outlook stays strong.
Nebius Signs Massive $2.6 Billion Bloom Energy Deal for AI Data Centers
Nebius signed a $2.6B deal with Bloom Energy to power AI data centers with clean, reliable energy, securing long-term growth.
Bloom Energy Surges After Record Q1 2026 Beat: 130% Revenue Jump & Big Guidance Raise
Bloom Energy beat earnings, doubled revenue, raised outlook, turned profit positive, and stock surged on strong AI/data center demand.