The U.S. House passed the Ratepayer Protection Act, requiring data center operators to cover their own power generation and infrastructure costs instead of spreading them to utility customers. This policy shift boosts the appeal of on-site power solutions, causing fuel cell stocks like FuelCell Energy to jump 13%, Plug Power 7%, and Bloom Energy 3%. The bill still needs Senate approval, so the rally reflects future potential rather than current contracts. Investors should watch for Senate action and actual contract wins to confirm the policy's impact on these companies.
As of Sep 17, 2026 23:01 WIB, FuelCell Energy (FCEL) surged 13.29% to USD 17.56 on Pluang, still well below its 52-week high of USD 36.01 but far above its low of USD 6.00. Plug Power (PLUG) also rose 7.67% to USD 2.17, closer to its 52-week low of USD 1.80 than its high of USD 4.14, despite 90% of Pluang orders being sells. Bloom Energy (BE) gained 4.01% to USD 280.85, trading nearer to its 52-week high of USD 345.85 than its low of USD 68.69, with strong buying interest at 99% of orders. This shows varied investor reactions across the fuel cell sector on Pluang amid the policy news.
Shares of fuel cell companies like Bloom Energy, FuelCell Energy, and Plug Power dropped sharply as the recent rally tied to AI data center demand reversed. Bloom Energy led the decline with a 9% drop, reflecting investor caution before its third-qua...
Bloom Energy's stock surged 7% ahead of its Q3 earnings report after Elon Musk identified power and cooling infrastructure as the main constraints on AI expansion. Bloom Energy provides fuel cell systems that generate electricity on-site for data cen...
FuelCell Energy's Block System received a 99.873% Effective Load Carrying Capability rating from PJM Interconnection for the 2028/29 period, indicating nearly all its capacity is dependable. This high rating surpasses other energy sources like nuclea...
