Radio and PodcastRadio and PodcastLive Radio & Podcasts
Bloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now 7Investing Live artwork
Business

Bloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now 7Investing Live

The 7investing Podcast by 7investing

Apr 15, 202600:21:10Business

The biggest bottleneck in the AI infrastructure boom isn't chips — it's power. Simon Erickson and Heather Horton deep dive into two 7Investing watchlist additions built for exactly this moment: Bloom Energy (NYSE:BE) and...

About This Episode

Bloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now 7Investing Live is an episode from The 7investing Podcast by 7investing. The biggest bottleneck in the AI infrastructure boom isn't chips — it's power. Simon Er...

Podcast

This episode belongs to The 7investing Podcast.

Listen Online

Use the player on this page to stream the episode online.

Episode Details

Published Apr 15, 2026, 00:21:10 long, audio available.

Related Episodes

Continue listening to more episodes from The 7investing Podcast.