Surge in AI Data Center Power Stocks... Market Cap Increases by 4.4 Trillion Won in One Day

Bloom Energy Corporation (NYSE: BE) shares jumped 8.42% on February 9, closing at $155.17 on the New York Stock Exchange. Volume exceeded 5.76 million shares, and its market capitalization grew to approximately $36.6 billion (about KRW 47.7 trillion), up roughly $3.4 billion (KRW 4.4 trillion) from the previous trading day. (Source: gurufocus.com)

The rally was driven by the company’s February 5 release of its full-year 2025 results, which showed record annual revenues of $2.023 billion, a 37% year-over-year increase, and a 2026 revenue outlook of $3.1 billion to $3.3 billion, strengthening its high-growth narrative focused on AI data centers. Further supporting momentum were reports of large-scale AI infrastructure investments by big tech players like Amazon and new stakes acquired by foreign institutions, including Wilson Asset Management. (Source: bloomenergy.com)

Based in California, Bloom Energy is a distributed power company specializing in solid oxide fuel cell technology, providing off-grid energy solutions to data centers and commercial and industrial customers. Founder and CEO KR Sridar is leveraging the surge in AI-driven power demand, targeting a roughly $20 billion order backlog and 2 GW of production capacity by 2026, positioning the company as a core beneficiary of the AI data center infrastructure theme. (Source: investor.bloomenergy.com)