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Vertiv, GE Vernova, Bloom Energy, and Plug Power are all tied to the massive spending going into artificial intelligence. This list of companies ranges from a well-known industry leader to a start-up that's still trying to become sustainably profitable.
Plug Power (PLUG) closed at $1.4 in the latest trading session, marking a +2.19% move from the prior day.
Fuel cell stocks are climbing together as the selloff that followed Bloom Energy‘s (NYSE:BE) Q3 2026 report continues to reverse, a sign that last week's cash flow scare is losing its grip on the group.
Last week's blowout quarter from the fuel cell group's biggest data center winner is pulling buyers back after a steep post-earnings slide. Bloom Energy (NYSE:BE) stock is at $207.
A record quarter and a third guidance raise this year are clashing with negative cash flow at Bloom Energy (NYSE:BE), and that strain is impacting the price. Bloom Energy stock is down 4% to $208.74 in morning trading.
Plug Power (PLUG) closed the most recent trading day at $1.38, moving 2.13% from the previous trading session.
Power stocks that rallied on the AI data center trade are reversing, and the selling is landing hardest on the fuel cell makers most exposed to that expansion.
Power has become the scarcest input in the AI expansion, and money in the fuel cell group is flowing to the supplier most directly wired into data center demand. Bloom Energy (NYSE:BE) stock is at $237.