Bloom Energy (BE) has been one of the standout stocks in clean power, despite a short seller trying to dim the spotlight last week. On July 8, shares dropped about 12% after Hunterbrook released a report titled “Bloom’s Big Lie.”
In the report, Hunterbrook accused Bloom of downplaying how much it relies on Chinese supply chains for scandium oxide, a key input for its fuel cells. That hit follows Bloom signing big fuel‑cell and clean‑power deals with AI hyperscalers like Oracle (ORCL) earlier this year.