Bloom Energy Corp

• Smaller companies are rising quickly to challenge Big Tech as AI 's best trade - Reliable power, nuclear investment, data-center efficiency, and grid capacity are now core drivers of stock returns from the AI theme as demand ramps.
• How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
• Forget AI spending — the biggest risk to this stock market is speculative junk - The idea that these alternative investments somehow create anything en masse is almost ludicrous.