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power infrastructure

2 articles
The Motley FoolThe Motley Fool··Courtney Carlsen

Bloom Energy's 602% Rally Tests Valuations as AI Power Demand Soars

Bloom Energy stock surges 602% on AI data center demand, backed by $20B backlog and $5B Brookfield deal, but 63x 2027 P/E valuation warrants profit-taking despite strong long-term prospects.
ORCLORCLpDBEBAMexecution riskbacklog growth
The Motley FoolThe Motley Fool··Eric Trie

Clearline Capital Doubles Down on Core Scientific as Bitcoin Mining Pivots to Data Center Model

Clearline Capital LP increased stake in Core Scientific by 3.4M shares worth ~$59.91M, signaling strategic shift toward data center infrastructure in evolving bitcoin mining landscape.
MUCORZCORZWCORZZPRMBdata center infrastructureBitcoin mining