Bloom Energy Corp is trading 4.9% up at $273.02 following upbeat commentary regarding its large-scale Wyoming AI data center project and a broader market rally.

  • RBC Capital reiterated that the company’s 1.8 GW Wyoming AI project remains on schedule, boosting investor confidence and extending a multi-day rebound.
  • A shift toward risk-on sentiment, driven by a tentative U.S.-Iran peace deal and falling oil prices, is providing additional tailwinds for AI-exposed growth names.