Bloom Energy vs. the Grid: Why Data Centers Are Choosing Fuel Cells

AI-driven data centers face severe power constraints as electricity demand is projected to reach 565 TWh by 2026. Bloom Energy's solid-oxide fuel cells offer a rapid deployment alternative to traditional grid upgrades, enabling installation in under two months. The company has secured major deals with Oracle, Brookfield, and others, achieving $1.065 billion in Q2 revenue (166% growth) with 34% gross margins. However, the stock's sustainability depends on continued hyperscaler infrastructure spending.

07/31/2026, 8:05 AM • The Motley Fool

Why NuScale Power Stock Is Soaring Today

NuScale Power stock surged 12% today, recovering from an 11% decline, driven by investor optimism following the Department of Energy's announcement of a $100 billion data center campus in Kentucky. Although the project will use natural gas power, investors view it as a signal of Trump Administration support for data center development on federal lands, which could benefit NuScale's small modular reactors (SMRs) as a solution for AI computing power demands.

07/30/2026, 2:05 PM • The Motley Fool

Bloom Energy's Next Earnings Report on July 28 Could Send the Stock Soaring. Here's Why.

Bloom Energy is set to report Q2 earnings on July 28, which could serve as a major catalyst for the stock. The fuel cell maker delivered exceptional Q1 results with 130% revenue growth and significantly raised full-year guidance. With expanding AI infrastructure partnerships and growing demand for on-site data center power solutions, another guidance boost is expected. Despite recent stock weakness due to AI sector sell-offs, the company's fundamentals remain strong and valuation has become more reasonable.

07/26/2026, 9:25 AM • The Motley Fool

Why Bloom Energy Stock Soared 248% in the First Half of 2026

Bloom Energy stock surged 248% in H1 2026, driven by major contracts with Oracle (2.8 GW partnership), a $25 billion expansion with Brookfield Asset Management, and strong Q1 earnings with 130% revenue growth and 80% full-year guidance. The company is capitalizing on AI data centers' need for on-site power solutions that bypass traditional grid limitations.

07/23/2026, 7:18 AM • The Motley Fool

Brookfield to Acquire Aypa Power, the Leading North American Battery Storage Platform, from Blackstone Energy Transition Partners

Brookfield Asset Management has agreed to acquire Aypa Power from Blackstone Energy Transition Partners for approximately $7 billion enterprise value ($3 billion equity value). Aypa is North America's largest standalone battery storage developer with 6.5 GW of operating and contracted capacity plus a 20+ GW development pipeline. The acquisition provides Brookfield with a leading entry point into the North American battery energy storage market and enhances its ability to deliver integrated energy solutions.

07/22/2026, 5:35 PM • GlobeNewswire

Brookfield Infrastructure Announces Intention to Simplify Corporate Structure

Brookfield Infrastructure Partners L.P. and Brookfield Infrastructure Corporation announced plans to simplify their corporate structure by converting both entities into a single publicly traded corporation, Brookfield Infrastructure Partners Inc. The merger is expected to be tax-deferred, completed in Q4 2026, and aims to broaden the investor base, improve trading liquidity, and increase index eligibility. Special meetings for unitholders and shareholders are scheduled for October 14, 2026.

07/21/2026, 5:30 PM • GlobeNewswire

Brookfield Renewable Announces Intention to Simplify Corporate Structure

Brookfield Renewable Partners L.P. and Brookfield Renewable Corporation announced plans to simplify their corporate structure by converting both entities into a single publicly traded corporation, Brookfield Renewable Partners Inc. The merger, expected to be tax-deferred and completed in Q4 2026, aims to improve trading liquidity, increase index demand, and broaden investor accessibility. BEP unitholders and BEPC shareholders will vote on the proposal on October 14, 2026.

07/21/2026, 5:30 PM • GlobeNewswire

Why Bloom Energy Stock Jumped Over 10% Today

Bloom Energy stock surged 14% after JP Morgan analyst Mark Strouse raised the price target to $346 per share, projecting 75% upside. The analyst expects the fuel cell maker to deliver 4.1 GW of capacity by 2030, driven by AI data center demand. A $25 billion partnership with Brookfield Asset Management and strong earnings guidance support the bullish outlook ahead of Q2 earnings on July 28.

07/21/2026, 12:10 PM • The Motley Fool

I'm Calling It: Bloom Energy Will Be a Very Different Stock After 2026 for 1 Reason

Bloom Energy is positioned to transform as hydrogen fuel cells gain mainstream adoption for powering AI data centers. Major deals with Oracle, Brookfield, and others signal the fuel cell industry is reaching a critical tipping point, with the market expected to grow 37% annually through 2031. Despite a 40% decline from June peaks, the company's profitability and unique multi-fuel technology make it well-positioned for future growth.

07/19/2026, 11:30 AM • The Motley Fool

Bloom Energy vs. Eos Energy Enterprises: Which Power Stock Is a Better Buy in 2026?

Bloom Energy and Eos Energy Enterprises both target the AI infrastructure energy boom through different technologies—solid oxide fuel cells and zinc-based batteries respectively. While Bloom has achieved $2B revenue with positive cash flow and major partnerships, its valuation has surged significantly. Eos is growing faster with expected revenue tripling but faces profitability challenges and litigation risks. The analyst recommends Eos as the better buy due to superior growth prospects and more attractive valuation metrics despite higher execution risk.

07/07/2026, 9:20 AM • The Motley Fool

If You Invested $5,000 in Bloom Energy at the Start of the Year, Here's What It's Worth Now and What to Expect Next

Bloom Energy stock surged 234% in the first half of 2026, turning a $5,000 investment into $16,709. The company achieved profitability with a $70.6 million net profit in Q1 2026 and secured a $25 billion partnership expansion with Brookfield Asset Management. However, investors should expect volatility and be aware that the stock's performance depends heavily on sustained AI infrastructure power demand.

07/07/2026, 8:30 AM • The Motley Fool

Could Investing $10,000 in Bloom Energy Make You a Millionaire?

Bloom Energy has surged over 1,100% in the past year, driven by AI infrastructure demand and major partnerships. However, a $10,000 investment today would need a 100x gain to reach $1 million, requiring Bloom's market cap to reach $8-9 trillion. While demand is real, the author cautions that the path from demand to revenue is complex due to financing structures and project timelines, requiring near-perfect execution to sustain momentum.

07/03/2026, 8:05 PM • The Motley Fool

Up 275% This Year: Is It Too Late to Buy Bloom Energy Stock?

Bloom Energy stock has surged 275% in 2026 as AI data centers drive demand for its fuel cell power systems. Major customers like Oracle and partnerships with Brookfield Asset Management validate the technology, with strong Q1 financials showing 130% revenue growth. However, the stock's rich 38x sales valuation, customer concentration risk, and sharp rally suggest investors should build positions gradually rather than buy aggressively.

06/29/2026, 9:30 AM • The Motley Fool

Brookfield Is Launching Another Renewable Energy Company. Here's What Investors Need to Know.

Brookfield Renewable announced a joint venture with Mitsubishi HC Capital to acquire 570 megawatts of European wind, solar, and energy storage assets. This is the third such joint venture in 2026, demonstrating Brookfield's successful strategy of acquiring established, cash-flow-positive renewable energy businesses rather than building from scratch. The company targets 5-9% annual dividend growth and 12-15% total annual returns through its capital recycling strategy.

06/18/2026, 4:16 PM • The Motley Fool

Is Bloom Energy Impossible to Ignore Right Now? Here's What Smart Investors Should Know.

Bloom Energy stock has declined 24% from its recent peak due to concerns about slowing AI capex spending amid potential inflation and rising interest rates. However, the company is experiencing robust growth driven by surging demand for its advanced fuel cell solutions in AI data centers, with Q1 revenue up 130% and full-year guidance of $3.4-3.8B (80% growth). Despite strong fundamentals and strategic partnerships with Oracle and Brookfield, Bloom trades at a premium valuation (18x sales, 110x earnings), leaving limited margin for error.

06/11/2026, 10:30 AM • The Motley Fool