Bloom Energy and GE Vernova reported strong third-quarter results as they compete to supply power to AI data centers. Bloom Energy focuses on fast-deploying onsite fuel cells, showing 138% revenue growth and strong pricing power, while GE Vernova sells large-scale gas turbines and grid equipment with a $29.3 billion order backlog. Despite recent stock declines due to data center delays and political factors, GE Vernova's larger cash flow and backlog provide stability, while Bloom's growth depends on converting contracts to cash and expanding utility partnerships. The two approaches—onsite fuel cells versus utility-scale turbines—are likely to coexist as demand for AI power grows.
As Bloom Energy and GE Vernova vie to power AI data centers, their stocks show steady gains on Pluang as of Nov 09, 2026 19:32 WIB. Bloom Energy trades at USD 176.50, up 1.88% for the day, while GE Vernova is priced at USD 788.00 with a 1.79% increase. GE Vernova's market cap of $204.89 billion contrasts with Bloom's $51.20 billion, reflecting their differing scales and investor appeal in the energy sector.
Bloom Energy's stock dropped sharply by 30% after the election, creating a speculative buying opportunity. The Democratic control of Congress shifts focus from chip shortages to power supply bottlenecks in data centers, increasing demand for Bloom En...
Google announced a $17 billion investment in a Wyoming data center, pledging to pay for all its power usage to address environmental concerns around AI data centers. The facility will use natural gas power sources with carbon capture technology, but ...
Fuel cell stocks, including FuelCell Energy, Plug Power, and Bloom Energy, rose between 4% and 6% following supportive remarks from Texas's incoming governor about permitting for data center projects. This eased some concerns for FuelCell Energy, whi...
The market experienced a sharp sell-off, particularly impacting AI, hyperscalers, and chipmaker stocks due to political, regulatory, and capital expenditure uncertainties. Despite this, experts like Julia Ostian, Kenio Fontes, and Jack Bowman view th...
Bloom Energy's stock fell sharply, dropping over 17% and becoming the second-worst performer in the S&P 500, due to investor concerns that data-center construction projects may slow down following the U.S. midterm elections. The company, which focuse...
