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Bloom Energy has been caught up in the AI spending spree, but have investors pushed the stock too far?
Shares of Bloom Energy Corp. (BE) were in focus on Thursday after analysts at RBC said that the company could be the unnamed supplier behind two planned 1.2-gigawatt AI data center projects in Panama.
Hydrogen stocks are splitting into winners and a notable holdout as fresh sector money floods onsite power names, and the gap between the leaders and the laggard raises questions about what is actually driving the move.