Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.
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The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.
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As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.
Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?
The market is discounting revenue that will arrive years later, but the discount is too large to ignore now for two reasons.
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The financial services firm maintains its price target, seeing further upside for Bloom.