Bloom Energy

BE

Market cap $27.9B

Nuclear energy startups Oklo and Nano Nuclear Energy are designing microreactors that could provide on-site power to AI data centers. Constellation is a blue chip utility with the largest nuclear reactor fleet in the U.S. Bloom Energy is building a novel energy technology.

Investors need to be careful if they place early bets on startup companies seeking to provide nuclear-generated electricity for data centers, according to Paul Wick of Columbia Threadneedle Investments.

One Bloom Energy insider just reported a sale of 15,000 shares. The fuel cell maker announced an opportune capital raise when shares peaked.

Electricity demand in the US is accelerating rapidly, and the early signs of a long-term power crisis are already visible.

FuelCell and Bloom Energy provide clean electricity through an efficient electrochemical reaction and contribute to reducing emissions.

Bank of America Securities analyst analyst Dimple Gosai raised her price target on Bloom Energy stock today. Gosai left her recommendation unchanged: Underperform.

While the recent correction rattled investors, the broader landscape shows more reasons for optimism than fear.

Jason Brown (@brownreport) urges investors to look for opportunities outside the tech trade, highlighting some he sees on today's Big 3. He explains how traders can hedge Walt Disney (DIS) in a potential downslide to $70, an upcoming earnings catalyst in Salesforce (CRM), and Bloom Energy's (BE) play on A.I.

Bloom Energy's six-month surge and rising demand for its clean, flexible power systems are drawing investor attention.

Bloom Energy stock was an AI power darling, but it has come back down to earth. Shares are more than 40% off the highs reached earlier this month.