This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
Bloom Energy ($BE) Announces $5 Billion AI Infrastructure Partnership with Brookfield
Bloom Energy ($BE), a Silicon Valley–based provider of clean and scalable fuel cell power systems, announced a $5 billion strategic partnership with Brookfield to build next-generation AI factories that integrate computing, data centers, and onsite power.
According to the company, the partnership marks the first phase of a long-term plan to develop AI infrastructure capable of meeting the surging energy demands driven by artificial intelligence. Brookfield will invest up to $5 billion to deploy Bloom’s fuel cell technology at global data center sites, beginning with a location in Europe expected to be announced later this year.
Bloom’s fuel cells generate power directly onsite without relying on traditional electrical grids, offering faster deployment, lower emissions, and higher reliability — all key factors for powering energy-intensive AI operations. Brookfield, one of the world’s largest infrastructure investors, will integrate Bloom’s technology into its new AI Infrastructure strategy, focused on large-scale power and compute investments worldwide.
“AI factories demand massive power and rapid deployment that legacy grids cannot support,” said Bloom Energy CEO KR Sridhar. “By working with Brookfield, we’re creating a new blueprint for how data centers and AI infrastructure can be powered.”
Brookfield added that Bloom’s technology provides “a unique capability to design and construct modern AI factories with a holistic approach to power needs,” emphasizing the growing role of behind-the-meter energy solutions in closing the grid gap for AI growth.
Bloom Energy already supplies hundreds of megawatts of power to major digital infrastructure providers including AEP, Equinix, and Oracle, and the new partnership expands its role in the global AI power ecosystem.
Stock Price Reaction
$BE shares surged 26.5% following the announcement.
American Battery Tech ($ABAT) Achieves Key Milestone
American Battery Technology Company ($ABAT), a Nevada-based producer and recycler of battery metals, announced it has completed all required baseline environmental studies and submitted final reports to the U.S. Bureau of Land Management (BLM) for its Tonopah Flats Lithium Project (TFLP) — one of the largest known lithium deposits in the United States.
According to the company, the 21 studies completed under the National Environmental Policy Act (NEPA) review process cover biological, hydrological, cultural, and socio-economic factors, forming the foundation for the federal permitting phase. The submission marks a major milestone toward construction and development of the project.
CEO Ryan Melsert said the milestone reflects ABAT’s commitment to “responsible and diligent development” of domestic lithium production in line with recent federal initiatives to boost U.S. mineral output.
The Tonopah Flats project spans more than 10,000 acres in Nevada’s Big Smoky Valley and contains over 21 million tons of lithium hydroxide monohydrate. The company plans to use its proprietary selective leach extraction (SLE) process, which it says offers lower cost and higher resource efficiency than conventional methods.
The project has been designated a FAST-41 Covered Priority Project by the U.S. Permitting Council and was selected as a Transparency Priority Project under the federal Energy Dominance initiative. ABAT has also received a $900 million letter of interest from the U.S. Export-Import Bank to support mine and refinery construction.
ABAT said it will next move toward publishing a Pre-Feasibility Study and continuing stakeholder engagement with local and tribal communities as part of the permitting process.
Stock Price Reaction
$ABAT shares surged 36.6% following the announcement.
Broadcom ($AVGO) Partners With OpenAI to Build New AI Chips
Yet another major AI partnership — this time between Broadcom ($AVGO) and OpenAI — is taking shape as the two companies announced plans to co-develop and deploy 10 gigawatts of custom AI accelerator and networking systems. The initiative marks one of Broadcom’s largest AI collaborations so far and underscores how chipmakers are racing to meet surging global demand for compute power.
According to the companies, OpenAI will design the accelerators, while Broadcom will develop and deploy the complete racks, using its Ethernet, PCIe, and optical connectivity technologies. The rollout is expected to begin in the second half of 2026 and continue through 2029.
The partnership expands Broadcom’s presence in the AI hardware ecosystem, combining its networking and semiconductor expertise with OpenAI’s infrastructure needs. Broadcom said the collaboration highlights the growing importance of Ethernet-based systems for large-scale AI data centers.
Broadcom CEO Hock Tan described the deal as “a pivotal moment in the pursuit of artificial general intelligence,” while OpenAI’s Sam Altman called it “a critical step in building the infrastructure needed to unlock AI’s potential.”
Stock Price Reaction
$AVGO shares rose 10% following the announcement.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
