AI Data Center Stocks Plunge... 5 Trillion Won in Market Value Vanishes in a Day

Bloom Energy Corporation (BE), once celebrated as a prime beneficiary of the AI data‐center boom, saw its stock plunge 12.83% on last night’s trading in New York, closing at $147.18. With trading volume near 10 million shares and heightened volatility, the company’s market capitalization fell to about $34.8 billion (roughly KRW 45 trillion), erasing around $4 billion (approximately KRW 5 trillion) in a single day.

Analysts attribute the decline to cautious sentiment ahead of Bloom Energy’s fourth-quarter 2025 earnings report—due after markets close on February 5—combined with profit-taking after the stock surged near its all-time high the previous session. In recent weeks, the company has announced a series of major deals, including a fuel-cell supply agreement with American Electric Power (AEP) valued at about $2.65 billion (KRW 3.5 trillion) and an AI data-center infrastructure partnership with Brookfield that could total up to $5 billion (KRW 6.5 trillion).

Headquartered in Silicon Valley, Bloom Energy specializes in high-efficiency solid oxide fuel cells to deliver on-site power to data centers, semiconductor fabs, and large utilities, reducing dependence on the traditional grid. With roughly 1.5 GW of installed capacity across more than 1,200 sites worldwide, the company has stood out as an AI and data-center power play—but its rapid stock rally has also raised questions about valuation pressures.