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FuelCell Jumps 13% as House Shifts Data Center Power Costs to Operators; Plug Power Climbs 7%, Bloom Energy Rises 3%
Quick Read The House's Ratepayer Protection Act forces data centers to cover their own power infrastructure costs, sending FCEL up 13% and PLUG up 7%. HYDR climbed 3% against SPY's 0.9% gain, showing the policy tailwind concentrated tightl…
Bloom Energy Gains 4% as S&P 500 Entry Nears; FuelCell Energy Ticks Up, Plug Power Slips
Quick Read Bloom Energy surges 4% after confirmed S&P 500 entry on September 21, but Harvard research shows index inclusion premiums have eroded to near zero. Plug Power drops 1% while FuelCell Energy gains 1%, confirming today's move is B…
Bloom Energy Falls 8% as AI Power Bid Unwinds Days Before Bloom’s S&P 500 Add; FuelCell Energy Drops 5%, Plug Power Dips
Quick Read Bloom Energy (BE) dropped 8%, snapping a 192% YTD run days before its S&P 500 addition, pulling FuelCell Energy (FCEL) down 5% alongside it. SPY fell just 0.7% while HYDR dropped 4%, framing Monday's selling as concentrated in A…
ETFs in Spotlight as Bloom Energy is Set to Join the S&P 500 Index
In a significant development for the artificial intelligence (AI)-led power revolution, Bloom Energy BE has been officially named to join the benchmark S&P 500 index, a change that will take effect prior to the market open on Sept. 21, 202…
Bloom Energy Spikes 8% as Risk-On Tape Lifts High-Beta Names, FuelCell Ticks Up, Plug Power Stays Flat
Quick Read Bloom Energy (BE) jumped 8% on momentum with no new catalyst, while FuelCell (FCEL) and Plug Power barely moved in the same risk-on session. HYDR's 3% gain versus SPY's 1% rise largely reflects Bloom Energy's 15.5% fund weightin…
FuelCell Sinks 13% as Wider Loss Overshadows First Data Center Reservation Deal, Bloom Energy Slips, Plug Power Barely Budges
Quick Read FCEL plunged 13% after a $17M Fit Energy charge widened the gross loss, overshadowing its first 75 MW Texas data center reservation deal. HYDR held flat while XOM received FuelCell's first carbonate fuel cell carbon capture modu…
Plug Power Gains 4% as Risk Appetite Returns; FuelCell Inches Higher, Bloom Energy Holds Flat
Quick Read Plug Power surged 4% on pure risk-on sentiment with no new contracts or news, while Bloom Energy and FuelCell Energy barely moved green. HYDR gained only 0.4% versus SPY's 0.6%, confirming Thursday's move is a single-ticker flow…
Forget Bloom Energy Stock at $207 Per Share. Buy This Hydrogen-Focused ETF Instead for Just $43.
From reporting record-breaking financial results to projecting continued growth in 2026, Bloom Energy (NYSE: BE) has provided investors with plenty to celebrate recently. The market clearly noticed, fueling a 321% rise in the power generat…
Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?
Quick Read Bloom Energy's 166% revenue growth and $20 billion backlog explain why BE holds near flat while PLUG sinks 5% on no news. The Global X Hydrogen ETF HYDR rising 0.5% while U.S. fuel cell names sell off signals the weakness is com…
Bloom Energy Climbs 5% on Nancy Pelosi Disclosure, FuelCell Rises 4%, Plug Power Advances 2%
Quick Read Nancy Pelosi's household disclosed a Bloom Energy stake valued between $4.25M and $14.5M from late July, pushing BE up 5% and FCEL 4% on sympathy. The Pelosi filing also included Intel, an established Bloom Energy data center cu…
Plug Power Falls 4%, Bloom Energy Moves Up as the Hydrogen Trade Divides
Quick Read Bloom Energy (BE) surged 132% year-to-date against Plug Power's (PLUG) 15% gain, a structural split driven by AI data center demand rather than any single news catalyst. HYDR fell just 0.8%, masking sharp opposing moves in its t…
FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits
Quick Read FuelCell Energy surges 5% and Plug Power climbs 4%, with high betas amplifying a post-selloff sentiment bid rather than any fundamental change. HYDR falls 1% despite two holdings rallying because Bloom Energy's $59 billion marke…
FuelCell Energy Sinks 8%, Bloom Energy Falls 3%, Plug Power Drops 3%: What’s Behind the Hydrogen Stock Selloff?
Quick Read FuelCell Energy (FCEL) is cratering 8% while Bloom Energy (BE) drops just 3%, and the gap is explained by market cap ($1.49B vs. $59B) rather than any company-specific news. The Global X Hydrogen ETF (HYDR) is down only 2%, its…
Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High
Quick Read Plug Power falls 5% and Bloom Energy sinks 8% as the 10-year yield near its 52-week high compresses valuations and raises borrowing costs. HYDR has gained 44% year to date, but its narrow hydrogen focus provides no shelter when…
Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%
Quick Read Nebius Group chose Bloom Energy fuel cells for its 300-megawatt AI data center, lifting BE 13% and FCEL 11% in sympathy. NVIDIA-backed Nebius surged 26% after its Q2 earnings call, while PLUG lagged with a 3% gain after leading…
Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb
Quick Read PLUG surged 10% after Plug Power's gross margin flipped from -31% to near breakeven, while full-year 2026 revenue growth guidance rose to 15-16%. FCEL and BE each gained just 2%, with the HYDR hydrogen ETF matching those gains,…
Bloom Energy Soars 28%, FuelCell Energy Rockets 27% as Q2 Results Sink In and Mizuho Upgrades
Quick Read Bloom Energy beat Q2 estimates with 165% revenue growth, and BE shares surged 26% Thursday while FuelCell Energy stock jumped 27% on the sentiment wave. Plug Power stock lagged BE and FCEL with a 9% gain and remains up 4% YTD, w…
Bloom Energy Sinks 13%, FuelCell Drops 7%, Plug Power Falls 4% Ahead of Bloom’s Q2 Report
Quick Read Bloom Energy (BE) sank 13% ahead of Q2 earnings after Hunterbrook Capital alleged hidden Chinese supplier reliance, dragging FuelCell Energy (FCEL) down 7%. Bloom Energy's 15% weighting in the HYDR hydrogen ETF sent the fund dow…
Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff
Quick Read Bloom Energy and FuelCell Energy fell 13% and 9% Friday but remain up 119% and 192% year to date after vertical AI-power rallies. The HYDR hydrogen ETF's 5% drop confirms sector-wide selling, while Bloom Energy's Oracle warrant…
FuelCell Energy Rallies 6% While Bloom Energy Slides 6%, Splitting the Fuel-Cell Trade
Quick Read FuelCell Energy surged 6% on AI power deal momentum while Bloom Energy dropped 6%, cracking the fuel-cell sector's typically unified trade; meanwhile, Plug Power stock slid 2% on Monday afternoon. TD Cowen flagged Oracle and AEP…
With one half of 2026 in the books, the year is shaping up to be another good one for stocks. Through the first six months, the Vanguard S&P 500 ETF (VOO) gained 10.2%, while the Invesco QQQ Trust (QQQ) doubled that with a 20.2% return. As…
Plug Power Gains Momentum After Earnings As Analysts Raise Forecast
Plug Power Inc.(NASDAQ:PLUG) shares rose on Wednesday as investors reacted to stronger-than-expected first-quarter results and a wave of analyst price target increases. On Monday, the hydrogen fuel cell company reported a first-quarter los…
State Street SPDR S&P 500 ETF Trust SPY added about 9.4% past month. State Street SPDR Dow Jones Industrial Avg ETF Trust DIA gained about 6%, and the Nasdaq-100-heavy ETF and Invesco QQQ Trust, Series 1 QQQ advanced about 14.6%. The Iran…
Wall Street delivered a mixed performance last week. The S&P 500 gained 0.7%, the Dow Jones lost about 0.4%, and the Nasdaq-100 advanced about 2.4%. The Russell 2000 added about 0.6%. Optimism around diplomatic progress between Washington…
Concerns around the Iran conflict appear to be easing in investors’ minds, with markets increasingly looking past geopolitical risks and focusing on growth prospects. Goldman Sachs strategist Ben Snider expects the S&P 500 to reach 7,600 b…
Wall Street put up an upbeat show last week on hopes of a resolution to the Iran-U.S. conflict. The State Street SPDR S&P 500 ETF Trust SPY gained 4.8%, the State Street SPDR Dow Jones Industrial Avg ETF Trust DIA advanced about 3.8%, the…
Plug Power Secures Largest Electrolyzer Projects To-Date
Plug Power Inc. shares are down during Thursday’s premarket session. The company won a significant contract to supply a 275 MW GenEco PEM electrolyzer system for Hy2gen Canada’s “Courant” project. This news comes as broader markets experie…
Stocks making the biggest moves midday: MongoDB, Pinterest, NRG Energy, Kontoor Brands & more
Check out the companies making headlines in midday trading. AeroVironment — The drone maker's stock jumped 9% after AeroVironment said it is still in talks with the U.S. Space Force for the SCAR program contract. Negotiations had been paus…
Stocks making the biggest moves premarket: Target, Best Buy, On Holding, MongoDB & more
Check out the companies making headlines before the bell: Target — The big box retailer jumped more than 3% on better-than-expected earnings for the fourth quarter. Target earned an adjusted $2.44 per share, which topped the $2.16 per shar…
Wall Street has put up a strong show in October. The S&P 500 has advanced about 1.9% over the past month, the Dow Jones has gained 1.7% and the Nasdaq Composite has surged about 4.2% over the past one month (as of Oct. 31, 2025). Key Event…
Wall Street just recorded an upbeat week. The S&P 500 posted 0.8% gains last week, the Dow Jones rose 1%, the Nasdaq advanced 0.8% and the Russell 2000 surged 1.4%. The most notable event of last week was the beginning of the government sh…
The S&P 500, the Dow Jones, the Nasdaq and the Russell 2000 gained about 4.3%, 2.4%, 6.5% and 3.6%, respectively, over the past one month (as of Sept. 30, 2025). The key market movers of the month of September were the Fed rate cut and its…
Plug Power Inc. (NASDAQ:PLUG) stock rose in Tuesday’s premarket trading as the company disclosed updates to its regulatory filings and highlighted continued operational progress. On September 22, Plug filed a prospectus supplement tied to…
Global X Hydrogen ETF HYDR has been hovering around a 52-week high lately. The ETF has gained 16.7% over the past week and has advanced 25.8% over the past month (as of Sept. 17, 2025). The ETF’s second holding, Plug Power PLUG stock — whi…
Wall Street is set to wrap up one of the strongest monthly advances so far in 2025, fueled by optimism surrounding global trade and easing fears over tariffs. The S&P 500 and the Nasdaq Composite Index closed at an all-time high Friday, an…
Wall Street posted solid gains in June, with the S&P 500 rising 4.4%, the Dow Jones up 3.66%, and the Nasdaq climbing 6% over the past month (as of June 27, 2025). The tech boom mainly led to the rally. The month was marked by geopolitical…