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Chicago, IL – November 14, 2025– Today, Zacks Investment Ideas feature highlights Bloom Energy (BE - Free Report) , Alphabet (GOOGL - Free Report) and Advanced Micro Devices (AMD - Free Report) .
Bloom Energy: The Answer to the AI Power Problem
Bloom Energy is a clean-energy/fuel-cell provider that designs, manufactures, and installs solid-oxide fuel cell (SOFC) systems that generate electricity onsite. Bloom Energy's technology converts fuels such as natural gas, biogas, and hydrogen into electricity without combustion, offering high efficiency and low emissions compared to traditional generators.
Bloom Energy: Fueling the AI Revolution
Currently, the lack of consistent, clean, and sufficient energy is the biggest roadblock for the AI revolution. AI data centers require immense amounts of energy to run the high-performance computers needed to train AI models such as OpenAI's "ChatGPT" or Alphabet's "Gemini."
AMD Analyst Day Suggests AI Computing Demand Remains High
Advanced Micro Devices is one of the leading GPU providers. In a recent CNBC interview, AMD CEO Lisa Su suggested AI spending is unlikely to slow, saying: "In the past twelve months, all of our customers have said, demand is accelerating because now we are starting to get real productivity out of the AI use cases. We have all the largest hyperscalers in the world saying that they are investing more in CAPEX because they can see the return on the other side of it." When asked about whether the CAPEX spending boom is a gamble, Su replied, "I don't think that it's a big gamble; it's the right gamble."
Wall Street analysts predict that US data center electricity demand will soar into the end of the decade.
Soaring data center energy consumption is likely to lead to backlash for AI companies as US household electricity prices balloon. That's a bullish trend for Bloom Energy. BE's onsite and low-cost energy solutions allow big tech companies to generate power onsite and avoid relying on the already overworked US electric grid.
BE: Defying Wall Street Analyst Expectations
Bloom Energy is showing the power of selling the "picks and shovels" to the AI revolution. Over the past four quarters, BE has smashed Zacks Consensus Analyst Estimates by an average of 88.25%.
BE 1St Retreat to 50-day Moving Average
After rising 7x in 2025, BE shares are retreating to the 50-day moving average for the first time all year. A tag of the rising 50-day moving average in a leading stock like BE offers investors a fantastic reward-to-risk opportunity.
Bottom Line
As the AI revolution accelerates, energy demand is emerging as both its greatest challenge and biggest opportunity. Bloom Energy's innovative fuel cell technology directly addresses this bottleneck.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: Bloom Energy, Alphabet and Advanced Micro Devices
For Immediate Release
Chicago, IL – November 14, 2025– Today, Zacks Investment Ideas feature highlights Bloom Energy (BE - Free Report) , Alphabet (GOOGL - Free Report) and Advanced Micro Devices (AMD - Free Report) .
Bloom Energy: The Answer to the AI Power Problem
Bloom Energy is a clean-energy/fuel-cell provider that designs, manufactures, and installs solid-oxide fuel cell (SOFC) systems that generate electricity onsite. Bloom Energy's technology converts fuels such as natural gas, biogas, and hydrogen into electricity without combustion, offering high efficiency and low emissions compared to traditional generators.
Bloom Energy: Fueling the AI Revolution
Currently, the lack of consistent, clean, and sufficient energy is the biggest roadblock for the AI revolution. AI data centers require immense amounts of energy to run the high-performance computers needed to train AI models such as OpenAI's "ChatGPT" or Alphabet's "Gemini."
AMD Analyst Day Suggests AI Computing Demand Remains High
Advanced Micro Devices is one of the leading GPU providers. In a recent CNBC interview, AMD CEO Lisa Su suggested AI spending is unlikely to slow, saying: "In the past twelve months, all of our customers have said, demand is accelerating because now we are starting to get real productivity out of the AI use cases. We have all the largest hyperscalers in the world saying that they are investing more in CAPEX because they can see the return on the other side of it." When asked about whether the CAPEX spending boom is a gamble, Su replied, "I don't think that it's a big gamble; it's the right gamble."
Wall Street analysts predict that US data center electricity demand will soar into the end of the decade.
Soaring data center energy consumption is likely to lead to backlash for AI companies as US household electricity prices balloon. That's a bullish trend for Bloom Energy. BE's onsite and low-cost energy solutions allow big tech companies to generate power onsite and avoid relying on the already overworked US electric grid.
BE: Defying Wall Street Analyst Expectations
Bloom Energy is showing the power of selling the "picks and shovels" to the AI revolution. Over the past four quarters, BE has smashed Zacks Consensus Analyst Estimates by an average of 88.25%.
BE 1St Retreat to 50-day Moving Average
After rising 7x in 2025, BE shares are retreating to the 50-day moving average for the first time all year. A tag of the rising 50-day moving average in a leading stock like BE offers investors a fantastic reward-to-risk opportunity.
Bottom Line
As the AI revolution accelerates, energy demand is emerging as both its greatest challenge and biggest opportunity. Bloom Energy's innovative fuel cell technology directly addresses this bottleneck.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.