FuelCell Energy Rises While Bloom Energy Falls Amid Fuel-Cell Sector Divergence
Shares of FuelCell Energy surged 6% on AI power deal momentum, while Bloom Energy dropped 6%, signaling a split in the fuel-cell sector. TD Cowen cited delays at Oracle and American Electric Power as risks to Bloom's future estimates.
Tickers: $AEP $FCEL $ORCL $PLUG
Topics: AI power demand analyst report data center projects fuel cell