Bloom Energy Jumps 7% Ahead of Q3 Report as Musk Calls Power AI’s Real Bottleneck; FuelCell Ticks Up, Plug Power Barely Moves

Power has become the scarcest input in the AI expansion, and money in the fuel cell group is flowing to the supplier most directly wired into data center demand. Bloom Energy (NYSE:BE) stock is at $237.27, up 7% in morning trading, a move that shows buyers lining up for proof of that demand before the […]