#hyperscaler capex

2 stories

#ai infrastructure #ai memory #bloom energy #brookfield #business #data centers #earnings report #finance #fiscal 2026 #forward p/e #fuel cells #hbm3e

Micron Targets $1600 AI Memory Earnings
Micron's AI memory earnings could hit $1,600 by 2027 with 92% bullish Wall Street coverage.
24/7 Wall St. · 1m
Bloom Energy's $400 bet: AI power play
Fuel cell maker Bloom Energy has surged 287% in a year as data centers scramble for onsite power, but reaching $400 per share requires everything to go right.
Yahoo Finance · 1m