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Gene Munster said the power sector is shaping up to be the next major AI investment opportunity, comparing it to Nvidia's 2023 breakout.
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https://www.spglobal.com/spdji/en//documents/indexnews/announcements/20260904-1484999/1484999_shuffle5461-sept2026.pdf
Read original at benzingaBloom Energy Corp. (NYSE: TEL) stock rises Friday amid speculation over S&P 500 index inclusion and lower U.S. Treasury yields.
Read original at benzingaBloom Energy, a fuel cell manufacturer, has raised its full-year revenue guidance to $3.9-$4.2 billion (up from $3.4-$3.8 billion) driven by surging demand for AI data center power solutions. With Q2 revenue reaching $1.0 billion and expanding partnerships with Oracle and MiTAC, the company is well-positioned to continue delivering positive surprises through year-end as AI infrastructure investments remain robust.
Read original at the-motley-foolShares of Bloom Energy are rallying Thursday afternoon, trading higher after market sentiment received a major boost from falling U.S. Treasury yields.
Read original at benzingaNextEra Energy and Constellation Energy are both positioned to benefit from surging electricity demand driven by AI data center growth, but take different approaches. NextEra operates as a traditional regulated utility with renewable energy focus and offers higher dividend yield (3%), while Constellation is an independent nuclear power producer with greater growth potential but higher volatility. Constellation's stock has fallen 20% in 2026, creating a potential entry point, whereas NextEra is pursuing a major acquisition of Dominion Energy facing regulatory scrutiny.
Read original at the-motley-foolJensen Huang's "five-layer cake" AI framework reveals how companies beyond Nvidia could benefit from the next phase of AI investment.
Read original at benzinga