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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Nvidia says AI power constraints can take years to solve. Evercore sees Bloom Energy benefiting as data-center demand keeps climbing.
Morgan Stanley analyst Stephen Byrd maintains NRG Energy (NYSE:NRG) with a Equal-Weight and lowers the price target from $165 to $162.
Scotiabank analyst Andrew Weisel maintains NRG Energy (NYSE:NRG) with a Sector Outperform and lowers the price target from $226 to $211.
Evercore ISI Group analyst Durgesh Chopra maintains NRG Energy (NYSE:NRG) with a Outperform and lowers the price target from $215 to $195.