Expectations of AI-related power shortages intensify, driving Bloom Energy's stock price up more than 8%.

Morgan Stanley’s latest report notes that AI data center construction is exacerbating power supply gaps, raising its forecast for the global power gap between 2026 and 2028 from 33 gigawatts (GW) to 38 GW. The bank names Bloom Energy (BE) and Solaris Energy Infrastructure as potential beneficiaries, arguing that firms capable of quickly delivering reliable power will capture more demand. Bloom Energy’s stock was among the top performers in the S&P 500 on Monday, with analyst ratings providing additional support. Morgan Stanley maintained a "Buy" rating on BE and lifted its price target for the stock from $310 to $335. However, among recent Wall Street ratings, JPMorgan and BTIG have both cut their price targets for BE. According to TradingBeats monitoring, as of press time, BE contracts on Hyperliquid are priced at $205.5, up roughly 8.71% over the past 24 hours, with a trading volume of about $9.81 million. In the same period, contracts for power equipment firm GE Vernova (GEV) rose around 5.15%, with AI power supply-related assets also seeing a concurrent rebound.