Bloom Energy Q2 sales jump; raised guidance and backlog
Bloom Energy rallied after Q2 revenue rose to $1.065B. The company raised guidance and cited a higher ~$20B backlog, supported by an 800V DC fuel cell aimed at lowering AI data-center capex/TCO. It also referenced Brookfield financing ties for major projects, though OpenAI IPO timing was noted as tempering near-term se