Bloom Energy Gains 2%, AMD Pops 8% as AI and Data Center Shares Recover
Yahoo Finance ·
Artificial intelligence and data center equities staged a recovery following the post-midterm election selloff, with Bloom Energy advancing 2% and AMD jumping 8%. Bloom recently secured a 900-megawatt agreement with NTT DATA along with a 1-gigawatt initiative with California Resources, building on its existing Oracle partnership. Wall Street analysts project Bloom's normalized earnings per share to surge from $0.76 in 2025 to $8.24 by 2028. Nonetheless, potential delays in domestic data center construction remain a primary concern for the sector. Investors are closely monitoring upcoming corporate earnings reports and industrial order updates to gauge ongoing infrastructure demand.
AI 시장 분석
AI-related stocks like Bloom Energy and AMD rebounded 2% and 8% respectively from their recent sharp declines. Bloom Energy secured large orders, including a 900MW contract with NTT DATA and a 1GW plan with California Resources, with EPS growth expected through 2028. Investors are weighing valuation attractiveness while focusing on the future pace of data center construction and permitting risks.
상승 영향
- AI — AI infrastructure demand was reaffirmed by Bloom Energy's large fuel cell orders and AMD's 97% surge in Q3 data center revenue, driving the stock rebound.
하락 영향
- Real Estate — Risks of delays in U.S. data center construction and permitting pose a threat to 30% of the projected 2028 capacity.
DYAX 전담 분석
Bloom Energy led the stock rebound with projected EPS growth from $0.76 in 2025 to $8.24 in 2028, driven by its 900MW deal with NTT DATA and 1GW agreement with California Resources. AMD also proved robust data center demand, posting a 45% increase in Q3 revenue to $13.4 billion.
The bullish scenario assumes sustained demand for data center buildouts, supported by Oracle's upcoming December 10 report and GE Vernova's gas turbine orders, while the bearish scenario involves a 30% hit to 2028 data center capacity due to permitting delays by the U.S. Congress or state governments. Investors should monitor Oracle's capital expenditure and related regulatory trends as key indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 42% · Bearish (Short) 58%
455 participants
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