🟢 Bloom Energy is trading 5.5% up today on raised 2026 guidance and AI infrastructure demand

Bloom Energy is trading 5.5% up now at $218.53 as investors continue to react to its blowout Q2 earnings and higher 2026 guidance.

• The company has been repositioned as a key AI infrastructure play, benefiting from surging demand among data centers facing significant grid constraints.
• Shares are extending a sharp rally that began following the July 28 earnings release, driven by the company's strategic shift toward the power-hungry AI sector.