Group 1: Market Overview - The Russell 2000 Index (RUT) reached a new record high, driven by momentum from anticipated rate cuts [1] - The small cap iShares Russell 2000 ETF (IWM) saw significant gains, with various holdings benefiting from this trend [1] Group 2: Key Company Highlights - Bloom Energy Corp (NYSE:BE) was highlighted as a top pick, with Morgan Stanley raising its price target from $44 to $85, citing its partnership with Oracle and its role in powering AI data centers; BE closed the week at $82.93, up 273% in 2025 [2] - IonQ Inc (NYSE:IONQ) announced acquisitions of Vector Atomic and Oxford Ionics, and a memorandum of understanding with the Department of Energy to advance quantum technologies; IONQ experienced a seven-day win streak, briefly crossing $70 [3] - Rigetti Computing Inc (NYSE:RGTI) and D-Wave Quantum Inc (NYSE:QBTS) also saw significant gains of 49% and 51% respectively, with Rigetti securing a $5.8 million contract from the Air Force Research Laboratory and D-Wave reporting 83% year-over-year growth in the Asia-Pacific region [4] Group 3: Sector Trends - The quantum computing sector is experiencing a surge, with companies establishing legitimacy despite previous volatility; IONQ and QBTS faced post-earnings drawdowns, while Rigetti gained 6.1% after earnings [5] - Oklo Inc (NYSE:OKLO), a small-module reactor company, rose nearly 60% this week, benefiting from increased demand following U.S. Energy Secretary announcements and a U.S.-U.K. nuclear energy pact [6][7] - All highlighted companies, including those in clean energy, quantum computing, and nuclear reactors, have shown up on a Short Squeeze screen, indicating potential for further volatility despite recent gains [8]

Core Insights - Shares of Plug Power, FuelCell Energy, and Bloom Energy have surged in 2025 due to increased demand in the AI-driven data center market and new partnerships [1][2] - The rise of hyperscale data centers is pushing operators to seek scalable, emission-free power solutions to meet growing energy needs [1][2] Plug Power - Plug Power has reached new milestones in green hydrogen production and fuel cell integration, providing rapid response and scalability for hyperscale operators [3] - The stock has increased by 90% over the past six months, driven by retail investor interest [3] FuelCell Energy - FuelCell Energy has gained attention for multi-megawatt deployments with major global data center partners, including pilot projects in Korea and new installations in the U.S. [4] - The stock has surged by 130% in the past month, reflecting the demand for its modular platforms that allow phased expansion [4] Bloom Energy - Bloom Energy differentiates itself with solid oxide fuel cell systems that enable instant, local power generation for large brands, including partnerships with Oracle Corp. [5] - The stock has skyrocketed by 280% in 2025, highlighting significant investor and industry interest [5] Industry Impact - All three companies are essential in supporting the ongoing AI revolution, addressing grid bottlenecks and driving stock rallies [6]

Bloom Energy BE has staged a powerful rally since July, climbing from $24 to nearly $85 in just a few months. When analyzed through the lens of the Adhishthana Principles, the move reveals a clear structural story on why the stock has been rallying and what may lie ahead. Bloom Energy & Its Cakra FormationUnder the Adhishthana Principles, stocks typically form a Cakra between Phases 4 and 8. This structure resembles a channel with an arc and usually carries bullish implications. A decisive breakout in Phase ...

Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer was focused on. Discussing speculative stocks for energy, Cramer mentioned BE and said: “What [are] examples of what speculation means?… Second kind of speculation, thesis stocks. Case in point, America’s short on power. We need every kind of energy. We have to tap into hydrogen fuel cells. That’s Bloom Energy.” Photo by Tommy Krombacher on Unsplash Bloom Energy Corporation (NYSE:BE) designs and installs solid-oxide fuel cell systems t ...

Core Insights - Ten large-cap stocks showed significant performance gains last week, indicating strong investor interest and market movements in specific sectors [2] Group 1: Stock Performances - Oklo Inc. (OKLO) gained 59.34% due to a nuclear energy agreement between the US and UK aimed at advancing nuclear reactor deployment [2] - Bullish BLSH increased by 33.04% following a year-over-year rise in Q2 financial results and price target upgrades from Cantor Fitzgerald and Rosenblatt [2] - NuScale Power Corporation (SMR) rose 23.31% after RBC Capital initiated coverage with a Sector Perform rating and a price target of $35 [2] - IonQ, Inc. (IONQ) saw a 23.72% increase as quantum-related stocks surged on reports of an expanded quantum strategy by the Trump administration [2] - Bloom Energy Corporation (BE) stock gained 28.62% after multiple analysts raised their price forecasts [2] - Intel Corporation (INTC) increased by 21.7% following an announcement of a joint development of AI infrastructure and personal computing products with NVIDIA, which will invest $5 billion in Intel's stock at $23.28 per share [2] - Symbotic Inc. (SYM) gained 15.49% [2] - Rambus, Inc. (RMBS) increased by 15.27% [2] - Sandisk Corporation (SNDK) rose 14.28% with Mizuho analyst Vijay Rakesh maintaining an Outperform rating and raising the price forecast from $57 to $112 [2] - Joby Aviation, Inc. (JOBY) stock gained 14.34% [2]

Company Overview - Bloom Energy Corporation (NYSE:BE) designs and installs solid-oxide fuel cell systems that convert natural gas, biogas, hydrogen, or fuel blends into electricity without combustion [2] - The company also provides electrolyzers for hydrogen production and serves various sectors including utilities, data centers, healthcare, and manufacturing [2] Market Commentary - Jim Cramer recently discussed Bloom Energy, expressing regret for not recommending the stock earlier, highlighting the company's technology and its past struggles with profitability [1] - Cramer noted that electricity is a significant limiting factor for large data center operations, which positions Bloom Energy favorably as Oracle plans to build numerous data centers [1] Investment Perspective - While Bloom Energy shows potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential with less downside risk [3]

Group 1: ETF Performance - Global X Hydrogen ETF (HYDR) has gained 16.7% over the past week and 25.8% over the past month as of September 17, 2025 [1] - Plug Power (PLUG), the ETF's second holding, surged 19.1% on September 17, 2025, and increased 40.6% over the past week [1] - Bloom Energy (BE), the ETF's top holding, gained 8.7% on September 17, 2025, and advanced 24.6% over the past week [1] Group 2: Hydrogen Market Dynamics - The green energy revolution is driving demand for hydrogen as a clean fuel source, which emits only water and heat when used [3] - The ongoing AI boom is increasing the energy needs of data centers, further driving demand for clean power sources like hydrogen [4] Group 3: Supply and Production Outlook - The International Energy Agency (IEA) reported a nearly 25% drop in the projected hydrogen development for 2030 due to cancellations, cost pressures, and policy uncertainty [5] - Expected hydrogen production for 2030 is now 37 million metric tons per year, down from 49 million metric tons estimated a year earlier [6] - Operational, under-construction, or final investment decision capacity is projected to grow about fivefold from 2024, reaching above 4 million tons per year by 2030 [7] Group 4: Cost Structure and Future Projections - Recent declines in natural gas prices have favored fossil-based hydrogen, while rising electrolyser prices have impacted low-emissions projects [8] - The IEA expects the cost gap to narrow by 2030 as technology costs fall, renewable energy capacity expands, and regulatory frameworks improve [8]

Bloom Energy Corporation (NYSE:BE) is one of the stocks in focus in Jim Cramer’s latest lightning round. Noting that Cramer was “less sanguine” about the stock, a caller asked about it. Here’s what Mad Money’s host had to say in response: “Well, but here’s the issue. As I went public with Oklo in the 30s, once you have an energy stock, small SMR, here’s the deal. We’re so short [on] energy that any, we need every single one. I’m including Bloom. So I understand why it’s going up. It’s not my cup of tea, b ...

Group 1: Stock Performance - Bloom Energy (BE) closed at $80.97, with a +1.63% change from the previous day, outperforming the S&P 500's 0.48% gain [1] - The stock has increased by 78.99% over the past month, significantly surpassing the Oils-Energy sector's gain of 3.84% and the S&P 500's gain of 2.46% [1] Group 2: Earnings Projections - The upcoming EPS for Bloom Energy is projected at $0.06, indicating a 700.00% increase compared to the same quarter last year [2] - Revenue is estimated at $410.16 million, reflecting a 24.14% rise from the equivalent quarter last year [2] Group 3: Fiscal Year Estimates - For the entire fiscal year, earnings are predicted at $0.48 per share and revenue at $1.77 billion, showing increases of +71.43% and +20.28% respectively from the previous year [3] - Recent changes to analyst estimates suggest a positive outlook for Bloom Energy's business [3] Group 4: Valuation Metrics - Bloom Energy has a Forward P/E ratio of 167.14, which is a premium compared to the industry average Forward P/E of 20.07 [6] - The company has a PEG ratio of 5.97, while the Alternative Energy - Other industry has an average PEG ratio of 2.39 [6] Group 5: Industry Ranking - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 178, placing it in the bottom 28% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Bloom Energy Corporation (NYSE:BE) is gaining attention as an AI stock, with Morgan Stanley analyst David Arcaro raising the price target from $44 to $85 while maintaining an Overweight rating due to the growing potential in the AI data center power market [1] - The partnership with Oracle for supplying fuel cells to AI data centers positions Bloom favorably amid increasing demand for computing capacity and power supply [2][3] Company Positioning - Bloom Energy has the capability to double its manufacturing capacity within six months, allowing for quick product shipments [3] - The anticipated power shortfall is projected to exceed 40 GW in the coming years, significantly surpassing Bloom's current annual capacity of 1 GW, indicating substantial growth opportunities [3] Market Demand - The surge in demand for computing capacity is intensifying the need for power supply, with Bloom Energy being one of the few companies able to rapidly scale manufacturing [2] - The current landscape shows that Bloom is well-positioned to meet the strong demand for power in AI data centers, which is expected to grow significantly [2][3]