Key Points A big announcement today highlighted the growing use case for fuel cells. Nvidia and OpenAI plan a new, massive data center buildout. 10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) stock took off Monday morning. Shares of the hydrogen fuel cell supplier peaked with an almost 15% gain in early trading. The stock remained higher by 11.9% as of 1:30 p.m. ET. Plug develops and commercializes hydrogen fuel cell systems. Large companies including Amazon, Walmart, and Home ...

Group 1 - U.S. stocks showed mixed performance, with the Dow Jones index declining over 100 points on Monday [1] - PROS Holdings, Inc. shares surged 40% to $22.97 following the announcement of its acquisition by Thoma Bravo [1] - MBX Biosciences, Inc. saw a significant increase of 144% to $24.40 after its once-weekly Canvuparatide met primary endpoints in a Phase 2 trial [3] - Metsera, Inc. gained 62.8% to $54.25 amid reports of a near acquisition deal with Pfizer [3] - Anywhere Real Estate Inc. experienced a 57% rise to $11.13 due to a combination announcement with Compass in an all-stock transaction [3] - The ODP Corporation's shares increased by 33.6% to $27.82 after announcing a definitive agreement to be acquired by an affiliate of Atlas Holdings [3] - Banco BBVA Argentina S.A. shares rose 17.7% to $9.64 following U.S. Treasury Secretary Bessent's statement of support for Argentina [3] - Grupo Supervielle S.A. also saw a 16% increase to $5.83 under similar circumstances regarding U.S. support for Argentina [3] - Lumen Technologies, Inc. rose 12.5% to $6.43 after announcing significant progress in building infrastructure for the AI economy [3] - IREN Limited gained 10.7% to $42.88 after doubling its AI Cloud capacity to 23,000 GPUs [3]

Plug Power could benefit from rising demand for artificial intelligence.Rising demand for artificial intelligence (AI) could create favorable conditions for many hydrogen stocks, Plug Power (PLUG 4.05%) included. Companies that operate AI infrastructure like Amazon and Alphabet are racing to build new data centers that are powered by renewable energy. The main challenge isn't in building new data centers, but in scaling up the required amount of renewable energy. This is where hydrogen fuel comes into play. ...

Core Viewpoint - Plug Power's stock experienced significant gains due to the Federal Reserve's interest rate cut, which is seen as a positive catalyst for the company [1][3]. Group 1: Stock Performance - Plug Power's share price increased by 44.1% over the past week, while the S&P 500 and Nasdaq Composite rose by 1.2% and 2.2%, respectively [1]. - The stock has risen 91% over the last three months, indicating strong market performance [1]. Group 2: Impact of Interest Rates - The Federal Reserve's decision to cut the U.S. benchmark interest rate by a quarter of a percentage point is expected to allow Plug Power to restructure its debt and reduce interest payments [3]. - The anticipated additional rate cuts this year are likely to further benefit speculative stocks like Plug Power [3]. Group 3: Business Developments - Plug Power is forming new partnerships and expanding its hydrogen fuel-cell business, which could enhance its financial stability [4]. - The potential to refinance debt at lower interest rates may strengthen the company's financial foundation [4]. Group 4: Financial Performance - The company reported approximately 21% year-over-year revenue growth last quarter, although sales performance has been inconsistent [5]. - Despite long-term growth opportunities, the stock is considered a risky investment even in a lower interest rate environment [5].

Group 1 - Plug Power has experienced a significant decline in stock value, losing over 99% since going public in 1999, but its current market cap of $2 billion may present a buying opportunity for investors [1][2] - The company focuses on hydrogen fuel systems, which are essential for industrial applications, and there is a growing belief that "green" hydrogen produced from renewable energy will be the future of the industry [3][4] - Despite the potential of hydrogen fuel, it is currently not cost-competitive with conventional fuels, which has hindered widespread adoption and infrastructure development [4][5] Group 2 - The aviation industry is identified as a significant potential market for hydrogen fuel due to its need for high energy density fuels, although the transition has been slow due to cost issues [5] - The artificial intelligence industry is emerging as a surprising sector that may adopt hydrogen fuel, driven by the expected 30% annual increase in spending on AI infrastructure, which requires substantial energy [6][7] - Plug Power believes its hydrogen systems can meet the energy demands of AI infrastructure, positioning itself as a viable option for powering data centers [7][9] Group 3 - While there is optimism that AI could drive demand for hydrogen fuel, Plug Power is currently facing financial challenges, losing over $200 million per quarter, which is about 10% of its market cap [9][10] - The company has resorted to share dilution to manage its financial situation, which may dilute existing shareholders' interests despite potential growth opportunities [9][10] - The future of Plug Power's stock remains uncertain, as the anticipated benefits from the hydrogen revolution may not translate into significant gains for long-term investors [10]

Group 1 - Three stocks in the Electrical Equipment and Parts industry have shown significant improvements in their momentum percentile rankings, indicating a shift in investor sentiment and price action over the past week [1][2] - The stocks that improved their momentum rankings are GrafTech International Ltd. (EAF), Flux Power Holdings Inc. (FLUX), and Plug Power Inc. (PLUG) [2] Group 2 - GrafTech International (EAF) saw its momentum score rise from the 17.26th to the 79.42th percentile, a gain of 62.16 points week-on-week, despite a year-to-date decline of 26.16% and a 45.14% drop over the year [8] - Flux Power Holdings (FLUX) experienced a momentum improvement of 59.14 percentile points, moving from the 20th to the 80th percentile, with a year-to-date increase of 47.70% but a 16.29% decline over the year [8] - Plug Power (PLUG) increased its momentum score by 43.53 percentile points, from the 13th to the 57th percentile, with a year-to-date decline of 9.87% and a 1.94% drop over the year [8] Group 3 - The momentum score reflects a stock's relative strength based on recent price movement and volatility, indicating notable outperformance and potential market interest shifts [6]

Core Viewpoint - The stock is experiencing its eighth consecutive gain, indicating a strong upward trend in performance [1] Group 1 - The stock has achieved a notable milestone with eight straight gains, reflecting positive market sentiment [1]

Group 1 - U.S. stock futures are slightly lower, with Dow futures down approximately 0.1% on Friday [1] - Scholastic Corp reported a quarterly loss of $2.52 per share, missing the analyst consensus estimate of a loss of $2.44 per share [1] - Scholastic's quarterly sales were $225.600 million, falling short of the analyst consensus estimate of $238.905 million [1] Group 2 - Scholastic shares declined by 10.3% to $24.70 in pre-market trading [2] - VTEX shares fell 6.7% to $4.33 in pre-market trading [4] - Plug Power Inc experienced a 5.2% drop to $1.99 in pre-market trading after a previous gain [4] - VNET Group, Inc. shares dropped 5% to $9.46 in pre-market trading, despite securing a 40MW wholesale order [4] - Sailpoint Inc shares fell 4.4% to $21.45 in pre-market trading after a prior increase [4] - 1-800-Flowers.Com Inc shares decreased by 3.9% to $5.43 in pre-market trading [4] - Lennar Corp shares fell 2.8% to $129.17 after reporting weaker-than-expected third-quarter results, with adjusted earnings of $2 per share missing the consensus estimate of $2.10 and quarterly revenue of $8.81 billion missing the estimate of $8.99 billion [4]

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]

Core Viewpoint - Plug Power's shares are experiencing a significant upward trend, with a notable increase in stock price and consecutive gains over several trading sessions [1] Group 1: Stock Performance - Plug Power's stock rose more than 4% to $2.09 during afternoon trading on Thursday [1] - The company has gained nearly 39% over the past six trading sessions [1]