Bloom Energy Shares Lead Energy Rally After Musk Comments on AI Power Needs
Bloom Energy shares rose nearly 6% in extended trading as Elon Musk said power and cooling infrastructure, rather than semiconductors, constrain growth in AI computing.
Shares of Bloom Energy Corp. (BE) led a surge in energy stocks overnight on Tuesday after SpaceX (SPCX) CEO Elon Musk said that the actual constraint on growing “superintelligence” is power and cooling infrastructure rather than semiconductors.BE stock jumped nearly 6% higher in extended trading ho…