Shares of electrical equipment stocks are trading lower, potentially amid a broader AI unwind. The industry is pulling back alongside rising energy costs and concerns that inflation data may prompt rate hikes in the near term.

Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600

https://www.spglobal.com/spdji/en//documents/indexnews/announcements/20260904-1484999/1484999_shuffle5461-sept2026.pdf

Why Is Bloom Energy Stock Surging on Friday?

Bloom Energy Corp. (NYSE: TEL) stock rises Friday amid speculation over S&P 500 index inclusion and lower U.S. Treasury yields.

I'm Calling It: Bloom Energy's Revenue Guidance Will Keep Surprising Wall Street Through Year-End

Bloom Energy, a fuel cell manufacturer, has raised its full-year revenue guidance to $3.9-$4.2 billion (up from $3.4-$3.8 billion) driven by surging demand for AI data center power solutions. With Q2 revenue reaching $1.0 billion and expanding partnerships with Oracle and MiTAC, the company is well-positioned to continue delivering positive surprises through year-end as AI infrastructure investments remain robust.

Bloom Energy Stock Surges Thursday: What's Going On?

Shares of Bloom Energy are rallying Thursday afternoon, trading higher after market sentiment received a major boost from falling U.S. Treasury yields.

Oppenheimer Maintains Outperform on Electrovaya, Lowers Price Target to $13

Oppenheimer analyst Colin Rusch maintains Electrovaya (NASDAQ:ELVA) with a Outperform and lowers the price target from $14 to $13.

Electrovaya shares are trading lower after the company reported worse-than-expected Q3 financial results and issued FY26 sales guidance below estimates.