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Three stocks to play the booming energy needs of AI data centers, according to BTIG

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Ftai Infrastructure Inc समाचार

Core Scientific Inc,Bloom Energy Corp,Investment Strategy

Companies that can supply energy fast will benefit as data centers face a power squeeze.

The data center gold rush is still in its early innings, but the market is already grappling with a squeeze in power availability, with companies that can provide energy swiftly poised to benefit, according to

recommends Bloom Energy , Core Scientific , and has advanced 53% over the same period. Bloom can provide energy through onsite fuel cells that run on natural gas or hydrogen. The company signed a contract with Intel last month to power a data center in California. 's new price target calls for nearly 40% upside.

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DuPont's split into three companies is a win for shareholders: Here's the mathBy separating these businesses into individual companies, the market should apply multiples closer to their peers and well above DuPont's current valuation.
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DuPont to separate into three independent companiesDuPont to separate into three independent companies
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