Artificial intelligence will drive an unprecedented natural-gas deficit, this investor warns. Here are the stocks to buy before a crunch.

Chronometer Partners' Matthew Smith says investors and markets are not prepared for a natural gas shortage.

Market Watch • 8 hours ago

Prediction: Up 140% YTD, Does Bloom Energy Have More Room to Run?

24/7 Wall Street • Jul 21, 2026

Why Bloom Energy Stock Jumped Over 10% Today

Bloom Energy stock has slumped by more than 30% in one month. One analyst sees strong upside potential in the stock, backed by the massive AI contracts.

The Motley Fool • Jul 21, 2026

The Big 3: VRT, BE, GOOGL

Jessica Inskip (@jessicainskip) highlights an AI theme for today's Big 3. She turns to Vertiv (VRT) as a company's AI with a strong power backbone, calls Bloom Energy (BE) a “reliable energy aspect” supporting the tech trade, and promise in Alphabet's (GOOGL) new AI chip.

FuelCell Energy Rallies 6% While Bloom Energy Slides 6%, Splitting the Fuel-Cell Trade

Shares of FuelCell Energy (NASDAQ:FCEL) are up 6% to $19.63 in Monday morning trading, while Bloom Energy (NYSE:BE) shares are down 6% to $202.92.

24/7 Wall Street • Jul 20, 2026

3 Stocks Poised to Outperform Before Their Biggest Growth Years Begin

The best industrial investments can look boring until you realize they're sitting on years of work under contract. Eaton, Bloom Energy, and Symbotic all have massive backlogs that could fuel growth well into the next decade.

The Motley Fool • Jul 20, 2026

I'm Calling It: Bloom Energy Will Be a Very Different Stock After 2026 for 1 Reason

While the technology has been around for years, interest in hydrogen fuel cells has been minimal at best. With data centers hungry for power, however, the AI industry is now exploring all of its viable options.

The Motley Fool • Jul 19, 2026

Thrivent Small Cap Growth Fund Q2 2026 Portfolio Review

Thrivent Small Cap Growth Fund returned 25.54% during the quarter, modestly underperforming the Russell 2000 Growth Index return of 25.71%. JFrog reported stronger than expected revenue growth, reinforcing the view that customers are consolidating around JFrog as software delivery and AI-assisted development become more complex. Guidewire underperformed amid a valuation reset in higher-multiple software in addition to not raising its FY26 ARR guide due to timing of a few deals slipping to the subsequent quarter.

Seeking Alpha • Jul 19, 2026

Bloom Energy's AI Data Center Growth Story Is Starting to Crack

Artificial intelligence has turned power infrastructure into one of the market's hottest investment themes in 2026.

24/7 Wall Street • Jul 18, 2026

Bloom Energy vs. Constellation Energy: Which Industrials Stock Is a Better Buy in 2026?

Bloom Energy is scaling its fuel cell technology through a massive $25 billion financing framework with Brookfield Asset Management. Constellation Energy has become the world's largest private power producer following its acquisition of Calpine and its focus on carbon-free nuclear energy.

The Motley Fool • Jul 19, 2026