Data center power suppliers post backlog and guidance updates; Bloom Energy signs 900 MW deal

Bloom Energy gained 13% on a 900 MW fuel cell agreement with NTT DATA. GE Vernova raised 2026 guidance after Q3 orders surged 96%. Constellation raised its adjusted EPS outlook and announced nuclear uprate PPAs. Talen introduced 2027 guidance and a $1.5B buyback. Quanta reported record backlog of $63.7B and raised expectations. The EIA sees record US electricity generation in 2026.