Bloom Energy vs. Palantir: Which "Story Stock" Actually Has More Room to Run?

Bloom Energy and Palantir are both high-growth "story stocks" with compelling narratives. Bloom's solid oxide fuel cells power data centers cleanly and rapidly, while Palantir's AI-powered data platform serves government and commercial clients. Despite both stocks rallying over 1,000% in three years, Bloom trades at a lower valuation (14x sales vs. Palantir's 50x) and grows faster (70% revenue CAGR vs. 58%), making it the more attractive near-term opportunity according to the analyst.

08/21/2026, 12:05 PM • The Motley Fool

Bloom Energy Calls Its Fuel Cells "Lego Blocks." Here's Why That Word Choice Is the Whole Investment Thesis.

Bloom Energy's modular, factory-manufactured solid-oxide fuel cells are experiencing historic demand from data center developers. The "Lego block" design enables rapid deployment, scalability, and flexibility, attracting major customers like Oracle and Brookfield Asset Management. The company reported record Q2 revenue of $1.065 billion (166% YoY growth) with expanding margins, driven by the urgent need for quickly deployable power solutions in the AI data center buildout.

08/21/2026, 7:05 AM • The Motley Fool

Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments. Here's What That Would Be Worth.

Bloom Energy reported record Q2 revenue of $1.065 billion with 166% year-over-year growth, driven by AI data center demand. The company claims visibility on 25 gigawatts of fuel cell deployments and states it has sufficient scandium supply without China dependency. At current economics, this could translate to tens of billions in cumulative revenue opportunity, supported by major deals with Oracle (2.8 GW) and Brookfield ($25 billion expansion).

08/18/2026, 1:30 AM • The Motley Fool

Bloom Energy vs. Oklo: Which AI-Power Stock Is the Smarter Buy Now?

Bloom Energy and Oklo both target AI-driven energy demand through different technologies—Bloom with solid oxide fuel cells and Oklo with microreactors. Bloom has surged 2,030% over two years with established revenue and major customers, while Oklo has gained 510% but remains pre-revenue and speculative. Despite Bloom's strong valuation multiples, it remains the better buy compared to Oklo's overvalued 156x 2028 sales multiple.

08/14/2026, 11:30 AM • The Motley Fool

This Stock Has Already Turned $10,000 Into $161,250. Here's Why I Still Want to Buy It.

Bloom Energy's fuel cell technology has become the standard for AI data center power, driving 165% revenue growth and major partnerships with Oracle and Brookfield. Despite a 152% annualized return over three years and current valuation of 17x forward sales, analyst Matt DiLallo still plans to buy the stock, viewing recent sell-offs as an opportunity to establish a position.

08/14/2026, 8:15 AM • The Motley Fool

Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue?

Bloom Energy has surged 153% in 2026 as a key power provider for AI data centers, leveraging its rapid fuel cell deployment advantage. With data center electricity consumption projected to grow 26% by 2026 and a potential 100GW U.S. power grid deficit by 2030, Bloom's ability to deploy systems in under two months positions it well. Recent earnings beat expectations with $1.07B revenue versus $827M consensus, and the company raised its 2026 revenue outlook to $3.9-4.2B. However, the stock remains volatile with a beta of 3.8.

08/11/2026, 4:05 PM • The Motley Fool

Cameco vs. Uranium Energy: Which Uranium Stock Wins the Nuclear Restart?

The nuclear energy market is experiencing a revival driven by decarbonization initiatives, safer technologies, and AI power demands. Cameco, the world's second-largest uranium miner with a $42B market cap, offers steady 7% revenue and 14% EBITDA growth through 2028 with diversified operations and Westinghouse Electric ownership. Uranium Energy, a smaller $5.6B pure-play uranium miner using cleaner extraction methods, projects 57% revenue CAGR but trades at a premium valuation. Analysts favor Cameco for its scale and lower valuation, though Uranium Energy offers higher growth potential with greater volatility.

08/10/2026, 3:05 PM • The Motley Fool

The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It

While AI data center power demand dominates headlines, Bloom Energy is capitalizing on an overlooked opportunity: providing rapidly deployable fuel cell power solutions to AI hardware manufacturers and advanced manufacturing facilities. With ~250 MW of contracted capacity for AI infrastructure companies and major partnerships with Oracle ($2.8 GW) and Brookfield Asset Management ($25 billion), Bloom is positioning itself as the standard for on-site power in the broader AI infrastructure ecosystem beyond just data centers.

08/10/2026, 6:15 AM • The Motley Fool

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