Bloom Energy’s stock rockets over 30% after smashing Q2 earnings—its first-ever billion-dollar sales and a 166% revenue surge—driven by explosive demand from AI data centers and hyperscalers embracing its clean fuel cell tech as the new standard for on-site power. But while investors celebrate, some analysts say it’s not the top pick for long-term growth, reminding everyone that even hot stocks need context in the broader market.
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