BE is trading 4.5% up at $302.56 after announcing a major expansion of its AI power partnership with Brookfield Asset Management.

  • The financing framework for AI infrastructure projects has been increased from $5 billion to $25 billion.
  • Bloom Energy is now the preferred onsite power provider for Brookfield’s global AI data center footprint.
  • The stock previously surged more than 9% in after-hours trading on July 1, 2026, following the initial partnership news.