FuelCell Energy jumps 14% on new 380 MW data center power deal with Fit Energy.

FuelCell Energy's stock surged 14% after announcing a strategic agreement with Fit Energy USA for up to 380 MW of clean, on-site power for data centers, validating its focus on AI infrastructure. The deal includes an initial 30 MW delivery this year and milestone-based warrants for further deployment. This move sets FuelCell Energy apart from peers Plug Power and Bloom Energy, whose stocks showed minimal change. Investors will watch FuelCell Energy's execution on the initial delivery and warrant milestones as key next steps.