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How the AI data center bubble story is playing out inside one booming energy stock
CNBC· 2026-01-11 14:19
Bloom Energy power storage equipment, San Ramon, California.Smith Collection | Gado | Archive Photos | Getty ImagesA million bubbles were swirling inside each glass of Champagne poured on New Year's Eve — which seems about like the number of times artificial intelligence bubbles have been mentioned by tech investors, economists and media pundits in recent months. Bubble fears surrounds stocks within the Magnificent 7 — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — as well as Oracle and Softba ...