Gotrade News - Bloom Energy (BE) shares rose 34.3% in September, according to The Motley Fool, as AI data center demand keeps pulling capital toward power suppliers.
Vistra (VST) and GE Vernova (GEV) are riding the same buildout, through a reported $4 billion federal nuclear loan and surging grid-equipment orders.
The three companies sit at different points of the power chain: onsite fuel cells, gas turbines and grid equipment, and nuclear generation. Each has reported a fresh, data center-linked catalyst in recent months.
AI Power Scorecard: Bloom Energy, GE Vernova, Vistra
The table below collects the latest figures each company has reported, as compiled by The Motley Fool and Newsquawk.
Company | Latest catalyst | Key figure |
|---|
Bloom Energy (BE) | Brookfield financing for AI power projects | $25 billion |
GE Vernova (GEV) | Total backlog after Q1 2026 | $163 billion |
Vistra (VST) | Reported US federal nuclear loan | About $4 billion |
BE, GEV and VST Market Data
Ticker | Close | Daily change | Market cap |
|---|
BE | $295.78 | +3.19% | $87.1 billion |
GEV | $1,029.21 | +3.96% | $274.1 billion |
VST | $160.50 | +10.77% | $53.9 billion |
Regular-session close on October 6, 2026, New York time. Prices and changes: Yahoo Finance, cross-checked against Nasdaq's official close. Market cap: Nasdaq, as of October 7, 2026.
Bloom Energy Rises 34.3% in September on $25 Billion Brookfield Deal
Bloom management raised its full-year guidance to imply about 100% year-over-year revenue growth at a midpoint of just over $4 billion, according to The Motley Fool.
The fuel-cell maker also has a $25 billion financing partnership with Brookfield for AI infrastructure power projects and leased a 158,500-square-foot manufacturing facility in Fremont, California.
Growth was already visible earlier in the year. First-quarter revenue jumped 130% year over year to $751.1 million and the company posted net income of $70.7 million, reversing a prior-year loss, per The Motley Fool's June report.
Oracle has said Bloom fuel cells will power its Project Jupiter AI data center with up to 2.45 gigawatts of capacity.
As reported by TIKR, Bloom carries a total backlog of $20 billion and plans to double production at its Fremont factory from 1 GW to 2 GW by the end of 2026.
It also expanded a partnership with MiTAC to deploy a fuel-cell microgrid at MiTAC's AI server campus in Fremont. Third-quarter results are expected in late October.
GE Vernova Backlog Hits $163 Billion as Turbine Orders Climb
GE Vernova's first-quarter orders rose 71% organically to $18.3 billion, lifting total backlog to $163 billion, according to The Motley Fool.
Its gas turbine backlog grew from 83 to 100 gigawatts in a single quarter, and the company expects it to reach at least 110 gigawatts by the end of 2026.
The Electrification segment booked $2.4 billion in data center equipment orders in the quarter, more than in all of 2025. Free cash flow quadrupled year over year to $4.8 billion.
Vistra Lines Up a Reported $4 Billion Nuclear Loan
The US is set to provide a $4 billion loan to Vistra to support nuclear production, as reported by Newsquawk on October 2.
Newsquawk noted that Energy Department loan programs have historically gone to existing operators for upgrades, restarts or life extensions, with the government taking on credit risk private lenders have typically avoided for nuclear projects.
"The terms, milestones, and offtake arrangements matter more than the headline size." (Newsquawk)
Newsquawk added that any market impact would likely come through lower financing costs and longer asset life rather than an immediate rise in output.
Vistra already holds 20-year nuclear power agreements with Amazon for up to 1,200 megawatts and with Meta for 2,609 megawatts, per The Motley Fool.
It is also acquiring about 5,500 megawatts of generation capacity from Cogentrix, with closing expected in the second half of 2026, and forecasts full-year adjusted EBITDA of $6.8 billion to $7.6 billion.
Why Are AI Data Centers Lifting Power Stocks?
Electricity has become a bottleneck for the AI buildout. Grid connections for data centers can involve multiyear waits and power equipment remains in short supply, according to The Motley Fool.
The same report cited Broadcom's $35 billion financing platform for more than 20 gigawatts of AI compute capacity through 2028.
That gap favors suppliers that can deliver power quickly, whether through onsite fuel cells, new turbines or upgrades to existing nuclear plants. Bloom's late-October earnings and the final terms of Vistra's loan are the next reported events to watch.
This article is for education and information only and is not investment advice. Investment decisions are yours to make after your own research.
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