Bloom Energy (NYSE:BE) shares have climbed 157% year to date to $223.03, driven by its role as an on-site power supplier for AI data centers. Oracle confirmed Bloom Energy as the primary power source for Project Jupiter in New Mexico, where installation is already underway. Over the same period, FuelCell Energy is up 77% while Plug Power is down 30%. Management has raised revenue guidance twice this year, but with Q3 2026 results due next week and the stock having run hard, the article warns that a rough earnings reaction is possible.
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AMC shares are up 83% year to date to $2.86 and Cinemark shares are up 68% to $38.72, well ahead of the SPDR S&P 500 ETF’s 12% gain, while IMAX is up 38%. AMC recently completed a refinancing that moved almost all of its remaining debt maturities into the next decade, which lowers its interest expense and the box office level it needs to break even. Its large debt load and negative stockholders’ equity remain, and the article warns that gains this steep can reverse quickly for a heavily indebted company. The case for holding rests on lower interest costs as attendance recovers, while the case for taking profits rests on the debt that remains.
- AMC Is Up 83% in 2026 and Cinemark Is Up 68%: Take Profits, or Hold On for the Ride?
AMC shares are up 83% year to date to $2.86, Cinemark is up 68% to $38.72 and IMAX is up 38% to $51.11, while the SPDR S&P 500 ETF is up 12% and the Invesco leisure ETF is up 6%. In early October AMC completed a refinancing that moved almost all remaining debt maturities into the next decade, and management expects lower interest rates on most of its debt. The company says this year should be the strongest for theatrical exhibition since the pandemic, citing films including Spider-Man: Brand New Day, Dune: Part Three and Avengers: Doomsday. The article notes AMC still carries the heaviest debt in the group, has negative stockholders' equity and has diluted existing holders through share sales, so the rally may already price in much of the recovery. It suggests keeping position sizes small until AMC's debt reduction is complete.
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