AI Power Needs Are Soaring: Is Vistra Energy, Vertiv, or Constellation The Better Buy?

Bloom Energy: Solving The AI Data Center Power Bottleneck (NYSE:BE)

Bloom Energy offers onsite power generation through solid oxide fuel cells that are behind the meter to reduce dependency on the grid. Read more on how the company supports AI.

AI Power Needs Are Soaring: Is Vistra Energy, Vertiv, or Constellation The Better Buy?

Quick Read Consellation Energy (Nasdaq: CEG), Vertiv (NYSE: VRT), and Vistra (NYSE: VST) are three of the top stocks if you’re interested in the AI energy bottleneck. Conestellation Energy and Vistra Energy are independent power producers while Vertiv specializes in data center products with a focus on high-growth areas like liquid cooling. Constellation Energy (CEG) has the largest U.S. nuclear fleet delivering 24/7 baseload electricity to da…

Bloom Energy stock price jumps as Jefferies lifts target — and traders keep chasing data-center power plays

New York, January 27, 2026, 15:40 (EST) — Regular session Bloom Energy shares surged roughly 9% Tuesday, topping U.S.-listed fuel-cell stocks as traders stuck with the “power demand” theme and absorbed a new Jefferies report. The stock climbed $13.20, or 9.5%, to $152.82 in afternoon trading. Bloom has become a key player in a crowded space: companies that can place generation close to rapidly expanding loads like data centers, even amid tight g…