Bloom Energy Corp is trading 10.1% up at $279.25 as investors pile back into clean power stocks leveraged to data-center growth and recent U.S. tariff relief.

  • The move extends a volatile multi-day rally tied to strong AI-driven electricity demand themes, positioning the company as a key beneficiary of the data center expansion.
  • Market sentiment is bolstered by policy shifts that lower certain metal input costs for industrial and energy equipment makers, potentially improving margins.
  • Investors are increasingly focusing on clean energy names that can provide the necessary infrastructure to support the massive power requirements of next-generation AI technologies.