Bloom Energy (NYSE: BE) shares are climbing Tuesday morning as traders revisit valuation-and-policy themes after a strong 12-month run.

Bloom Energy (NYSE: BE) shares are climbing Tuesday morning as traders revisit valuation-and-policy themes after a strong 12-month run.

Bloom Energy shares are up Wednesday as traders lean back into the stock's policy-and-valuation narrative tied to tariff and sourcing rules.