On Tuesday, shares of Bloom Energy (BE.US) surged nearly 9% at the market open, extending a five-session winning streak that now totals a 33% gain, with the stock last trading at $274.59.

This rally comes on the heels of S&P Dow Jones Indices' quarterly adjustment announced after Friday's US market close, which confirmed that the solid oxide fuel cell manufacturer will be added to the S&P 500 Index. The index change is scheduled to take effect before trading begins on September 21.

The index inclusion is expected to trigger mandatory allocation from global passive index funds, which typically boosts the stock's liquidity and raises its profile among institutional investors.

Adding to the momentum, Nancy Pelosi, the former US House Speaker often dubbed the "Congressional stock whisperer," has made headlines with her latest trading activity. Recent congressional transaction disclosures reveal that her family has been aggressively pouring capital into artificial intelligence infrastructure, marking their first-ever position in independent power producer Bloom Energy. According to the newly filed congressional trading report, the Pelosi family has committed millions of dollars to the company through a combination of stock purchases and long-term call options.

This triple catalyst of index inclusion, passive fund buying, and a high-profile investor vote of confidence underscores the market's growing conviction in the company's role within the expanding AI-driven power demand landscape.

The market reaction highlights how the intersection of clean energy and artificial intelligence continues to attract significant investor attention, with Bloom Energy emerging as a key beneficiary of these converging trends.