Meet the Unstoppable Vanguard ETF Obliterating the S&P 500 in 2026

The Vanguard Russell 2000 ETF is outperforming the S&P 500 in 2026, gaining 19% versus 9% for the benchmark index. Small-cap domestic companies are benefiting from geopolitical tensions affecting multinational corporations, favorable government policies including tariffs, and reduced regulations. The Russell 2000's exposure to companies like Bloom Energy and Credo Technology, which are primarily domestically focused, is insulating them from international risks.

07/11/2026, 7:25 AM • The Motley Fool

Beyond Bloom Energy: This Fuel Cell Company Landed a Huge Data Center Deal

As AI data centers drive unprecedented electricity demand, fuel cell companies are positioned to benefit. Bloom Energy's stock has surged over 1,000% since early 2025 due to strong data center demand. FuelCell Energy recently secured a major deal with Fit Energy for up to 380 MW of fuel cell systems, though only 30 MW is committed initially. However, FuelCell remains high-risk due to significant cash burn, shareholder dilution, and the need to prove it can deliver on its commitments.

07/10/2026, 10:15 AM • The Motley Fool

BE Investor Notice: Johnson Fistel Investigates Bloom Energy Corporation

Law firm Johnson Fistel is investigating Bloom Energy Corporation following a Hunterbrook report alleging the company made false statements about its supply chain independence from China. The report claims Bloom's CEO falsely stated the company has 'no China supply chain' and is 'not dependent on China for scandium,' when evidence suggests Bloom relies on Chinese-sourced scandium through multiple supply routes. The investigation examines whether Bloom Energy violated federal securities laws.

07/08/2026, 3:44 PM • GlobeNewswire

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

Prediction: Why Buying Brookfield Renewable Instead of Bloom Energy Could Set You Up For Life

While Bloom Energy is well-positioned to serve AI data centers with hydrogen fuel cells, its stock has surged 1,000% in a year with a lofty 29x price-to-sales ratio. Brookfield Renewable Partners offers a more attractive alternative for many investors, providing exposure to AI power demand through long-term contracts with Google and Microsoft, while delivering a 4.6% dividend yield with consistent 5% annual distribution growth and a more reasonable 1.5x price-to-sales valuation.

07/06/2026, 11:15 PM • The Motley Fool

Here's Why Bloom Energy Stock Rallied Again Today

Bloom Energy stock surged 9.3% as of midday trading, driven by continued momentum in AI infrastructure demand. The rally was fueled by Anthropic's announcement of a $19 billion data center lease with TeraWulf, following Bloom's expanded $25 billion partnership with Brookfield last week. Bloom's solid-oxide fuel cell technology is becoming critical for powering AI data centers, with the stock up over 240% year-to-date.

07/06/2026, 12:15 PM • The Motley Fool

AI is Driving Utilities to Spend a Record $240 Billion in 2026. Buy These Stocks to Capitalize on the Power Surge.

AI demand is driving utilities to invest a record $240 billion in 2026 to meet power needs, with electricity demand expected to grow 60% by 2045. However, rate increases face regulatory pushback. The article recommends companies providing power outside the regulated grid, particularly highlighting Brookfield Renewable Partners and NextEra Energy as more reasonably valued alternatives to the highly priced Bloom Energy.

07/04/2026, 12:15 PM • The Motley Fool

Why Did Nebius Stock Jump 20% in June?

Nebius Group, an AI cloud infrastructure provider, surged nearly 20% in June driven by explosive growth metrics including expanded power capacity guidance (1 GW to 4+ GW), a new Pennsylvania AI factory securing 1.2 GW, and a partnership with Bloom Energy. Revenue has accelerated from $105M in Q2 2025 to a $1.25B annual run rate, with management projecting over $3B in 2026 revenue. However, the stock crashed similarly in early July, and investors should expect continued volatility given the lofty valuation and competitive pressures from rivals like CoreWeave.

07/04/2026, 11:21 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

NuScale Power Stock Is Down 75% in 12 Months. Here's Why.

NuScale Power's stock has plummeted 75% over 12 months due to the company's failure to commercialize its small modular reactor (SMR) technology despite having a certified design. Initial investor enthusiasm driven by AI and data center power demands has waned as the company remains years away from deploying even one commercial reactor, and tech companies are turning to alternative solutions like fuel cells.

07/03/2026, 9:30 AM • The Motley Fool

Shorting the Grid: Bloom Energy’s $25B AI Power Play

Bloom Energy and Brookfield Corporation expanded their strategic power-financing partnership from $5B to $25B to address AI data center power infrastructure bottlenecks. Bloom Energy's solid oxide fuel cell technology enables hyperscalers to bypass traditional utility grids with on-site power generation. The partnership represents a structural shift in data center development, with Bloom reporting 130.4% YoY revenue growth and a market cap exceeding $75B, while Brookfield provides foundational financing through its $100B AI Infrastructure Fund.

07/03/2026, 8:15 AM • Investing

This Unstoppable Onsite Power Stock Is Quietly Solving AI's Biggest Bottleneck

Bloom Energy, a hydrogen fuel cell manufacturer, is positioned to benefit from AI's explosive power demands. The company's backlog reached $20 billion at the start of 2026, with $6 billion in fuel cell orders (up 2.5x year-over-year) and $14 billion in long-term service contracts. However, the stock has surged over 1,000% in the past year with a concerning 29x price-to-sales ratio and 134x forward P/E, suggesting significant valuation risk despite strong fundamentals.

07/02/2026, 7:15 AM • 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

This Energy Stock Is Helping Solve AI's Biggest Constraint

Bloom Energy is positioned as a leader in on-site power delivery for AI data centers, addressing a critical constraint in the AI revolution. The company's stock has quadrupled in six months, but investors should consider its rich valuation (30x sales, 230x forward earnings) and 1,327% annual gain alongside its strategic importance in solving data centers' massive power demands.

06/25/2026, 3:05 AM • The Motley Fool