Investors are debating just how much Bloom Energy can benefit from the data center boom. A $5 billion AI infrastructure partnership with Brookfield Asset Management was announced in October.
Bloom Energy (BE) surged +14% on seemingly outdated news regarding a new $600M credit facility. The uptick and volume increase indicate a delayed reaction, but also a possible liquidity grab above the range established the previous week.
As data centers expand to meet surging AI demand, energy consumption is expected to rise significantly. Energy demand is projected to grow five times faster over the next decade than over the previous one.
Plug Power has never turned a profit since its founding over a quarter-century ago. It faces challenges in developing the hydrogen market due to high costs and slow adoption.
Paul Wick of Seligman Investments has piloted his winning fund through numerous technology cycles. How he is playing AI, and why he is skeptical of quantum computing stocks.
Bloom Energy stock has had a stellar run in 2025, driven by revenue growth and AI data center hype. The stock is trading below $100, but continued growth will likely depend on the data center build-out.
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