Key Points Bloom Energy has been tapped as a potential answer to the data center power needs conundrum. Agreements with Oracle and Brookfield have put the spotlight on Bloom and its fuel cell solutions. Bloom recently announced it will use its newly raised capital to expand manufacturing capacity. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) was one of the surprise winners from the 2025 artificial intelligence (AI) boom. The company's power generation platform has been ide ...

Core Viewpoint - Plug Power has shown potential in the fuel cell and hydrogen market, but profitability remains a challenge despite recent operational improvements [1][2]. Group 1: Company Performance - Plug Power has a long history of partnerships, including a notable collaboration with Walmart and the establishment of a hydrogen production plant in Louisiana [1]. - The company has struggled with profitability, reporting a gross profit margin of negative 41.4% for the first half of 2025, an improvement from negative 110.1% in the same period of 2024 [5]. - CEO Andy Marsh highlighted that Project Quantum Leap is central to operational improvements and aims for gross margin neutrality by Q4 2025 [6]. Group 2: Cost Reduction Initiatives - Project Quantum Leap was introduced as a cost-reduction initiative, targeting annual savings of $150 million to $200 million through workforce reductions and cuts in discretionary spending and capital expenditures [4]. - The initiative appears to be yielding results, contributing to a narrower loss in gross profit margin for the first half of 2025 [5][6]. Group 3: Future Outlook - There is cautious optimism regarding Plug Power's potential to achieve breakeven on a gross profit basis, which could make the stock more attractive to investors [6].