Shares of Bloom Energy rose by 22% after the fuel cell power company reported a first-quarter beat and increased its full-year earnings guidance and its operating income forecast for the current quarter. This follows a surge in data center demand for artificial intelligence, with Oracle inking a deal with Bloom Energy for more AI data center capacity. The company's shares have surged more than 200% year to date, with a 291% rise in 2025. However, the stock had lost nearly half of its value between 2020 and 2025. Some analysts believe Bloom Energy could be the next big meme stock for retail investors due to its well-liked and owned nature.