Elon Musk Noted Natural Gas Will Still Fuel Data Centers, Gene Munster Says 'Makes Sense' to Put 'New Money to Work in Power'

Bloom Energy vs. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?

The article compares two energy stocks positioned to benefit from AI data center demand: Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges; and Constellation Energy, the largest U.S. nuclear power operator with more modest but stable growth, strong cash flow, and lower valuation metrics. The author recommends Constellation Energy for long-term investors due to its reasonable valuation and reliable earnings, while cautioning that Bloom's history as a volatile stock warrants caution despite its growth potential.

Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data this week fuel concerns that interest rates will remain higher for longer. Elevated financing costs could slow investment in data centers and power infrastructure, weighing on demand for electrical equipment and HVAC systems.

Truist Securities Maintains Hold on Bloom Energy, Raises Price Target to $240

Truist Securities analyst Christopher Souther maintains Bloom Energy (NYSE:BE) with a Hold and raises the price target from $218 to $240.

Can Bloom Energy Repeat Last Quarter's 29% Revenue Beat?

Bloom Energy is in the spotlight Friday ahead of earnings, with backlog trends, guidance and a pullback within a broader uptrend under watch.

Energy ETF Investing in Focus: AMLP's 7.7% Dividend or NLR's Nuclear Power Promise?

Alerian MLP ETF (AMLP) offers a significantly higher 7.7% dividend yield focused on energy infrastructure and master limited partnerships, but carries a higher 1.01% expense ratio. VanEck Uranium and Nuclear ETF (NLR) provides broader diversification across energy, utilities, and industrials with lower fees (0.52%) but has declined 28% over the past year. AMLP suits income investors seeking stable returns, while NLR appeals to growth-oriented investors betting on nuclear power demand from AI data centers.

CIBC Initiates Coverage On Constellation Energy with Outperformer Rating, Announces Price Target of $358

CIBC initiates coverage on Constellation Energy (NASDAQ:CEG) with a Outperformer rating and announces Price Target of $358.