Bloom Energy just leased a new facility to expand in California. Bloom is on a mission of goodwill to address concerns surrounding data centers.

Bloom's own model says its fuel cells cut $3.6 billion, or 27%, off a 1-gigawatt AI data center's non-chip construction costs. Nvidia plans to move its next-generation data center racks to 800-volt DC power starting in 2027.

Bloom Energy makes hydrogen fuel cells that can provide remote, off-grid power. Providing power to artificial intelligence data centers is a huge opportunity for Bloom Energy.

Money is flowing into onsite power generation names as a group, and FuelCell Energy (NASDAQ:FCEL) stock is leading the advance. FuelCell stock has climbed 7%, reaching $17.68 in the afternoon session.

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Bloom Energy Corp. (NYSE:BE) shares are trading higher Friday morning after RBC Capital reiterated its Outperform rating and $335 price target, calling the 2026 Virginia Energy Plan a favorable policy framework for the fuel cell maker.

Analysts see several catalysts for Bloom Energy, which is trading around a buy point. Rival FCEL stock rose.

Shares of Bloom Energy Corp. (NYSE:BE) are trading higher Thursday morning, extending strong upward momentum after capping off a 29% gain in the month of September.

Bloom Energy Corporation (NYSE: BE - Get Free Report) shares gapped up before the market opened on Tuesday. The stock had previously closed at $262.87, but opened at $272.82. Bloom Energy shares last traded at $292.5360, with a volume of 5,592,634 shares trading hands. Key Headlines Impacting Bloom Energy Here are the key news stories impacting

High concentration in tech stocks isn't a bad thing for short-term traders, according to Tim Bohen (@Stockstotrade) who points to trading opportunities it presents across Wall Street. He names Nvidia (NVDA) as the long-standing AI giant with plenty of value, Bloom Energy (BE) as a tentative breakout candidate, and SpaceX (SPCX) as a company with strong potential in guidance.