RBC Keeps $335 Target on Bloom Energy After Fremont Plant Expansion
Bloom Energy leased about 158,000 sq ft in Fremont, nearly matching its current plant.
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Oracle Seeks Payment Delay on Controversial Project Jupiter Campus
Oracle sent a force majeure notice on Project Jupiter, seeking delayed payments if the New Mexico AI campus misses 2028.
Bloom Energy Wins Another Data Center Proof Point as Project Phoenix Breaks Ground
RBC keeps a bullish view on Bloom Energy after Project Phoenix breaks ground, citing on-site fuel cells for a huge PA data campus.
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.
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.