Jim Cramer Says This Stock is His Favorite AI Power Play
During the September 30 episode of Mad Money, Jim Cramer argued that Bloom Energy Corporation (NYSE:BE) offers data center operators a way to secure electricity without relying...
Posts Tagged ‘NYSE:BE’
Bloom Energy Is Building Like Demand Is About to Explode. Investors Need to Pay Attention.
Bloom Energy Corporation (NYSE:BE) shares jumped as much as 15% in a single trading session, a day after falling 9% in a broader AI selloff.
10 Best AI Energy Stocks to Buy in 2026
Artificial intelligence is turning electricity availability into a constraint on computing growth.
Oracle’s Force Majeure Notice on Project Jupiter: Why Bloom Energy Continues To Rise?
Oracle Corporation (NYSE:ORCL) has issued a force majeure notice on Project Jupiter, its New Mexico AI data center campus.
12 High-Flying Stocks to Invest In
Artificial intelligence is reshaping the infrastructure trade, but the biggest share-price gains are increasingly appearing in the components around the computing hardware.
Can the AI Power Boom Justify Bloom Energy’s (BE) $85 Billion Valuation?
Bloom Energy Corporation (NYSE:BE) has become one of the market's hottest AI infrastructure stocks, increasing in value by an astronomical 9 times since July 2025.
Bloom Energy Corporation (BE): A Critical Player in AI Buildout
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here.
Morgan Stanley Sees a 33-GW AI Power Shortfall. These 2 Stocks Could Help Fill It
Morgan Stanley has put a number on one of the AI boom's most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting...
Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Bloom Energy (BE) Unveils a New Power Play for the AI Boom
Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply...
Bloom Energy Corp. (BE) Short Position Weighs on Performance Amid Small-Cap AI Rally
Wasatch Global Investors, an asset management company, released its “Long/Short Alpha Fund” Q2 2026 investor letter. The letter can be downloaded here.
Increasing Power Demand Amid AI Boom Strengthens Bloom Energy (BE)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth...
Bloom Energy (BE) Joins S&P 500: Can Its AI Rally Continue?
Bloom Energy Corporation (NYSE:BE) jumped after trading on September 4 after it was announced that the stock had been added to the S&P 500, marking an important milestone for ...
What Makes Bloom Energy (BE) a Compelling Investment Bet?
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Brookfield Quintupled Its AI Power Framework to $25 Billion. Bloom Gets the Opportunity, but Who Takes the Risk?
Brookfield and Bloom Energy have dramatically enlarged their wager on data-center electricity. On June 30, Brookfield Asset Management Ltd.
Billionaires Were Buying These Two Nancy Pelosi AI Stocks
Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE).
Nancy Pelosi’s Husband Bought Millions of This AI Power Stock. Nvidia Just Strengthened the Bull Case
Nancy Pelosi’s household disclosed one of the more eye-catching AI infrastructure trades of the summer.
Balancing Factor Exposure Drives Bloom Energy Corp’s (BE) Gains
Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...
Bloom Energy (BE) Expands Its Reach Into AI Manufacturing Power
Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers.
Leaving Estimates in the Dust: 28 Firms Beating Earnings Expectations
Research from Morgan Stanley showed that the median EPS surprise for S&P 500 companies reached 6% in the first quarter of 2026, the strongest reading in four years and above the...
AI-Fueled Demand Signals a Bigger Opportunity for Bloom Energy (BE) Investors
According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027.
Bloom Energy (BE) Rose on AI Data Center Power Demand
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Bloom Energy Corporation (BE) Rose on AI-Driven Power Demand
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”.
Bloom Energy (BE) Soars 14.8% on Sharp PT Upgrade Ahead of Q2 Earnings
Bloom Energy saw its share price climb by 14.82 percent on Tuesday to end at $226.26 apiece, as investors cheered an investment firm’s sharp price target upgrade and looked ...
Alternative Power Demand Drives Bloom Energy (BE) Higher
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here.
8 Best Stocks to Buy Following Federal Reserve Pivot Expectations
In this article, we will discuss the 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations.
10 Stocks Investors Are Running Away From
Ten stocks fell sharply on Tuesday, mirroring a pessimistic broader market, as investors unloaded positions mainly to take advantage of last week’s huge gains.
BlackRock’s 30 Most Important AI Stocks Right Now
In this article, we will take a look at some of BlackRock's 30 Most Important AI Stocks Right Now.
13 Best Electrical Infrastructure Stocks to Buy in 2026
In this article, we are going to discuss the 13 best electrical infrastructure stocks to buy in 2026.
Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026
Politicians trading stocks while in office has always sparked outrage.
10 Best Energy Stocks Capitalizing on the Data Center Boom
In this report, we take a look at the 10 Best Energy Stocks Capitalizing on the Data Center Boom. According to the U.S.
Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
Is BE a good stock to buy? We came across a bullish thesis on Bloom Energy Corporation on Darius Dark Investing’s Substack.
10 Best Renewable Energy Stocks to Buy According to Billionaires
In this article, we are going to discuss the 10 best renewable energy stocks to buy according to billionaires.
Jim Cramer Talked About 16 Stocks Like Micron and Dell, Along With the AI Infrastructure Spending
In this article, we will look at the stocks Jim Cramer discussed during his recent rally discussion in several AI-related stocks.
Barclays and BTIG Raise Price Targets on Bloom Energy (BE) Following Strong Quarter and Oracle Partnership
Bloom Energy Corporation (NYSE:BE) ranks among the top hydrogen stocks to buy now.
Top 9 Hydrogen Stocks to Buy Now
In this article, we will take a look at the Top 9 Hydrogen Stocks to Buy Now.
From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World
In this article, we discuss From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World.
12 Best Future Stocks to Buy Right Now
In this article, we will discuss 12 Best Future Stocks to Buy Right Now.
Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks
In this article, we will discuss: Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks.
15 High Growth Stocks to Buy and Hold for the Next Decade
In this article, we will look at the 15 High Growth Stocks to Buy and Hold for the Next Decade.
Leopold Aschenbrenner’s Portfolio: 10 Best Stocks to Buy
In this article, we will take a look at Leopold Aschenbrenner's Portfolio: 10 Best Stocks to Buy. Leopold Aschenbrenner is a former member of OpenAI's superalignment team.
8 Best Climate Change Stocks to Buy According to Analysts
In this article, we take a look at the 8 Best Climate Change Stocks to Buy According to Analysts.
10 Best Clean Energy Stocks to Buy Right Now
In this article, we are going to discuss the 10 best clean energy stocks to buy right now.
10 Energy Stocks That Crushed Earnings Estimates in the First Quarter
In this article, we are going to discuss the 10 energy stocks that crushed earnings estimates in the first quarter.
AI Power Demand is Lifting Bloom Energy (BE)
Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”.
Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex
In this article, we will look at Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher.
Here’s What the Street is Saying About Bloom Energy Corporation (BE)
Bloom Energy Corporation (NYSE:BE) is one of the top stock giants that were suddenly on fire in April.
27 Stocks on Jim Cramer’s Radar Including AI Winners Like Intel, Eaton, and More
In this article, we will look at the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026.
10 Mid-Cap Stocks That Are On Fire Right Now
In this article, we will be looking at the 10 Mid-Cap Stocks That Are On Fire Right Now. On May 5, Reuters reported that major US stock indexes rose on Tuesday.
12 Best Growth Stocks to Invest In for the Next 2 Years
In this article, we will discuss the 12 Best Growth Stocks to Invest In for the Next 2 Years.
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