AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in "show-me" mode. AI power-infrastructure stock Bloom Energy (BE) reported Q2 2026 results on July 28 against a demanding Wall Street setup, according to Yahoo Finance. Non-GAAP gross margin expanded 604 basis points to 34.3%, and non-GAAP operating margin jumped from 7.1% to 22.5%. Nvidia generated roughly 77 times Bloom's quarterly sales, adding nearly $37.6 billion in year-over-year sales, versus Bloom's $664 million increase. Nvidia also carries a roughly 75% non-GAAP gross margin and guided for $91 billion next quarter's revenue.