poisar

Stocks · News reference

Nvidia Warns Of AI Power Bottleneck — And Bloom Energy Could Benefit

Aug 28, 2026, 2:16 PMDaragh Thomas

Nvidia says AI power constraints can take years to solve. Evercore sees Bloom Energy benefiting as data-center demand keeps climbing.

Read original sourceMore stocks news

Reference details

Connected markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

AEPBECEGETINTCNRGNVDAORCLTLN
Source
benzinga
Observed
Aug 28, 2026, 2:16 PM
Checked
Aug 28, 2026, 2:16 PM
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. Aug 28, 2026, 3:12 PMBrendan Coffey

    Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?

    The article compares two energy storage companies: Bloom Energy, which provides solid oxide fuel cell systems for AI data centers with $2B+ revenue and a path to profitability, and Eos Energy Enterprises, which manufactures zinc-based long-duration storage with explosive 630% revenue growth but significant losses and negative equity. The author recommends Bloom Energy for 2026 due to its ability to meet immediate data center demand, despite acknowledging Eos's exciting growth potential.

    Read original at the-motley-fool
    BEEOSEEOSEWAEPBN
  3. Aug 28, 2026, 10:15 PMJeremy Bowman

    This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

    Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

    Read original at the-motley-fool
    NVDABESPCXINTCCRWV
  4. Aug 28, 2026, 6:15 PMJeremy Bowman

    This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now

    Leopold Aschenbrenner's Situational Awareness hedge fund collapsed in late July due to over-leveraged AI stock bets, forcing the sale of over $10 billion in holdings. However, the fund's top five AI stocks—which include memory chip makers, energy suppliers, and semiconductor manufacturers—remain attractive investments despite being down double-digits from Q2 levels, offering a balanced portfolio exposure to key AI sector components.

    Read original at the-motley-fool
    MUSNDKBETSMNBIS
  5. Aug 27, 2026, 9:35 PMMatthew Benjamin

    Oklo's Meta Deal Calls For a 1.2-Gigawatt Reactor in Ohio. Here's When It's Slated to Come Online.

    Oklo announced an agreement with Meta to develop a 1.2-gigawatt nuclear facility in south central Ohio to power Meta's data centers. Pre-construction is scheduled for 2027 with general construction beginning in late 2028 or 2029, with the first phase expected online around 2030. However, the unproven small modular reactor (SMR) technology makes a 2030 timeline unlikely, with a later date being more plausible. Oklo's stock is down 45% this year as investors remain cautious about the company's business model and SMR viability.

    Read original at the-motley-fool
    OKLOMETAMSFTCEG
  6. Aug 28, 2026, 9:45 PMNa

    Here's Why Intel (INTC) Fell More Than Broader Market

    Intel (INTC) closed at $89.47, down 2.85% in the latest trading session, underperforming the S&P 500's 0.25% loss. Despite the daily decline, the company is expected to report strong earnings with EPS projected at $0.39 (up 69.57% YoY) and revenue of $16.36 billion (up 19.85% YoY). However, Intel trades at a Forward P/E of 62.86, significantly above its industry average of 38.61, and holds a Zacks Rank #3 (Hold) rating with a slight downward revision in consensus EPS estimates.

    Read original at zacks-investment-research
    INTC