Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% to $26.89 in midday trading Tuesday, leading a coordinated slide across hydrogen and fuel cell names.

A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

The conflict between the U.S. and Iran reminded investors how quickly energy markets can dominate the headlines. Oil prices surged above $100 per barrel as fears of supply disruptions spread, only to retreat toward $68 after a ceasefire eased concerns. That sharp reversal has convinced many investors the energy trade is over. It isn't. The... Why the Smart Money Could Be Wrong About Energy's Next Trillion-Dollar Opportunity

Bloom Energy is scaling its fuel-cell solutions through massive infrastructure partnerships targeting the artificial intelligence data center market. Eos Energy Enterprises is rapidly growing revenue as it attempts to commercialize its unique zinc-based long-duration battery technology.

In the first half of 2026, Bloom Energy's stock price climbed 234%. The company increased revenue by more than 130% in Q1 and even reported a profit.

Bloom Energy makes hydrogen fuel cells and provides on-site power to AI customers. Brookfield Renewable Partners sells power under long-term contracts, including to AI customers.

SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy Corporation (NYSE: BE) today announced it will release its second quarter 2026 financial results on July 28, 2026, after market close. Bloom Energy's management will host a conference call at 2:00 p.m. Pacific Time (PT) / 5:00 p.m. Eastern Time (ET) on the same day to discuss these results. Q2 2026 Conference Call and Webcast Date: July 28, 2026 Time: 2 p.m. PT / 5 p.m. ET Duration: 60 minutes Live Dial in: 1.888.596.4144 (toll-free) | 1 .646.968.

Bloom Energy Corp (NYSE:BE) shares are trading higher by about 8% on Monday as investors lean into the company's expanding AI-infrastructure narrative.

Bloom Energy's expanded Brookfield partnership targets $25B in AI power infrastructure as data centers drive demand for reliable, rapidly deployable energy.

Another data center lease announcement has investors seeing more sales ahead for Bloom Energy. Last week, Bloom and Brookfield greatly expanded a partnership financing AI projects that will be powered by Bloom systems.