AI Energy Stocks Jump as Call Buying Explodes
AI-linked energy stocks surged Thursday as traders piled into call options on Oklo, NuScale, and Bloom Energy. Nuclear hype and renewed speculative interest are driving the move.
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AI Power Surge Fuels Bloom Energy's Record Q3, Driven by $5B Brookfield Infrastructure Partnership
Bloom Energy reports blockbuster financial results for Q3 2025, achieving record revenue, strong profit growth, and securing a major $5 billion AI infrastructure partnership.
Trump Administration Pushes 60-Day Fast-Track for Data Center Power Connections
Trump's energy secretary proposes 60-day approval process for data center grid connections, down from years-long waits, to boost AI development and compete with China.
Brookfield Invests Up to $5 Billion to Deploy Bloom Energy's Advanced Fuel Cells for AI Infrastructure
Bloom Energy and Brookfield announce groundbreaking $5 billion partnership to build next-generation AI factories with advanced fuel cell technology, addressing massive power demands.
HSBC Downgrades Bloom Energy Despite Bullish Outlook on Clean Tech
HSBC shifts Bloom Energy to Hold from Buy with $100 price target, citing valuation concerns despite optimism about U.S. clean tech sector's new growth cycle.