Episode Details

Bloom Energy’s stock is soaring despite a major setback: a rejected natural gas pipeline for Oracle’s Project Jupiter in New Mexico could derail one of their biggest clients. But the company’s Q2 earnings crushed expectations—$1 billion in revenue for the first time ever, strong cash flow, and a raised full-year forecast. Analysts like Morgan Stanley are bullish, keeping an “Overweight” rating as Bloom’s momentum continues to build.

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