Nvidia Warns Of AI Power Bottleneck — And Bloom Energy Could Benefit
Nvidia says AI power constraints can take years to solve. Evercore sees Bloom Energy benefiting as data-center demand keeps climbing.
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Wells Fargo analyst Shahriar Pourreza maintains Talen Energy (NASDAQ:TLN) with a Overweight and raises the price target from $477 to $482.
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Nvidia says AI power constraints can take years to solve. Evercore sees Bloom Energy benefiting as data-center demand keeps climbing.
Morgan Stanley analyst David Arcaro maintains Talen Energy (NASDAQ:TLN) with a Overweight and lowers the price target from $508 to $503.
Bank of America screened its AI baskets for Buy-rated stocks down over 20% from highs. Micron carries the widest gap to target.