Shares of data center infrastructure-related companies are trading higher as retreating oil prices and bond yields help risk assets rebound. Also, the sector may be reacting positively to Generac and Vicor hyperscaler-related deals.

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.

8-K filing — CARPENTER TECHNOLOGY CORP (CRS)

Filed: 2026-10-15 AccNo: 0000017843-26-000040 Size: 290 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

JP Morgan Maintains Overweight on Carpenter Technology, Lowers Price Target to $520

JP Morgan analyst Bennett Moore maintains Carpenter Technology (NYSE:CRS) with a Overweight and lowers the price target from $700 to $520.