$Bloom Energy Corp(BE)$
The report pointed to Bloom fuel cells as a fast-deployment option for that shortage. Bloom had already gained on Monday, so Tuesday's move was a continuation in the same direction following the report-driven rebound.
Shares opened about 4.9% higher, then added another 4.4% by 11:01 ET. Barron's noted renewed buying across AI-infrastructure names.
Nebius was up around 9%, which lined up with a broader AI-infrastructure recovery that morning. Supportive post-earnings notes from Evercore, Bernstein and Barclays also helped the recovery.
The October 22 results beat expectations and raised guidance, which underpinned the post-selloff dip-buying.
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