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Investment Strategies

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

The move signals fuel cells as a fast workaround to grid delays for high‑power AI sites.

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

JPMorgan Security Push Lifts Quantum Stocks as D‑Wave Lands €10 Million Deal