Bloom Energy has surprised the market in 2026. Can it continue to hit fresh new highs?

Tim Bohen (@Stockstotrade) believes the stock market remains resilient despite all of the volatility surrounding global trade. His bull thesis revolves around the AI evolution and highlights stocks he sees aiding growth in the sector.

Plug Power stock price jumped by over 14% on Thurday, paring back some of the losses made in the past two weeks. It jumped to $3.78, a few points below the year-to-date high of $4.10.

Bloom Energy Corp (NYSE:BE) shares are trading higher on Friday as traders continue to digest a partnership announcement tied to AI data-center power demand. Here's what investors need to know.

It's 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as of the end of the first quarter!

The company had nothing to report, so what could have contributed to the stock's rise?

Innovative energy systems will help to power the company's AI data centers.

Shares of Bloom Energy (BE) and Nebius Group jumped on Thursday after the companies announced a long-term partnership aimed at addressing one of the biggest challenges facing artificial intelligence infrastructure expansion: access to reliable electricity. Bloom Energy shares climbed to a fresh 52-week high, rising more than 12% during the session, while Nebius Group stock gained over 15%.

Nebius Group (NBIS), CoreWeave (CRWV) and IREN Limited (IREN) rose on Thursday after Nvidia (NVDA) said rental prices for H100 GPUs continued climbing, undersco

I'll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals.