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Bloom Energy shares were up 3.69% as lower oil prices and bond yields supported risk assets and data-center infrastructure names. The piece also points to Generac’s Amazon-related arrangement and Vicor’s licensing deal as sector read-throughs.
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.