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BlackRock Investment Institute is urging investors to focus on AI bottlenecks such as chips, power and data-center infrastructure, warning that hyperscalers are increasingly turning to debt as buildout costs rise.
Bloom Energy Corp. shares trade higher in Friday premarket as traders lean into the AI data center power-demand theme and a CoreWeave expansion read-through.
Bloom Energy Corporation (NYSE: BE ) shares are trading higher during Wednesday’s premarket session as traders react to a large expansion of its Brookfield Corp (NYSE: BN ) backed AI infrastructure and data-center power partnership. The move builds on Bloom Energy’s recent momentum as investors weigh the company’s broa