MikeCaymanTrades
Oct 28, 12:43 AM
$BE
Morgan Stanley’s 38-GW AI power-gap report extends Bloom Energy’s rebound 9.6% Tuesday
Morgan Stanley’s October 26 report raised the 2026-28 U.S. power-shortfall estimate to 38 GW
The report identified Bloom fuel cells as a fast-deployment solution for that shortage
Bloom gained Monday, making Tuesday’s rise a same-direction continuation of the report-driven rebound
Shares opened roughly 4.9% higher, then added 4.4% by 11:01 ET
Barron’s 9:55 ET article documented renewed buying across AI-infrastructure stocks
Nebius rose about 9%, corroborating a broader AI-infrastructure rebound Tuesday morning
Supportive post-earnings notes from Evercore, Bernstein and Barclays strengthened the recovery
October 22 results beat expectations and raised guidance, underpinning post-selloff dip-buying
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