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Part of situation:
Bloom Energy expands AI power supply, posts record Q2 (34 clusters)
Hydrogen stocks FuelCell Energy jumps 15%, Bloom Energy up 9%, Plug Power slips
Shares of FuelCell Energy surged about 15% in midday trading as investors rotated back into the beaten‑down hydrogen sector. Bloom Energy also rallied, gaining roughly 9% on the same day.
By contrast, Plug Power’s stock showed little movement, with a modest rise of about 1% in one report and a decline of 4.1% in another, indicating mixed performance among hydrogen‑focused companies.
The divergent price action highlights a renewed interest in hydrogen equities, with some names rallying while others lag.