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.
Stocks · News reference
NRG Energy stock dropped as Q2 2026 EPS missed estimates despite an 11% revenue beat. Read the full earnings breakdown and 2026 outlook.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
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.