Bloom Energy (BE) faces challenges from AI spending pullback and macroeconomic uncertainty

From Yahoo Finance: 2025-04-22 13:44:00

In the tech world, politeness to AI models like ChatGPT is causing companies millions of dollars in operational expenses. OpenAI CEO Sam Altman revealed how saying “please” and “thank you” can add up to tens of millions in electricity costs for the company. Despite the cost, politeness sets a positive tone for responses.

OpenAI has released its latest AI models, o3 and o4-mini, which can “think with images.” These models can analyze and discuss images uploaded by users, integrating visual information into their reasoning chain. The company is competing fiercely in the AI race against rivals like Google and Anthropic.

Bloom Energy Corporation (BE) is facing near-term challenges due to a pullback in AI spending and macroeconomic uncertainty. Truist lowered the stock’s price target to $19 from $22, citing tariff and macroeconomic issues. While BE has growth potential in data centers, near-term headwinds persist. The stock ranks 9th among top AI stocks currently.



Read more at Yahoo Finance: Bloom Energy (BE) Faces Near-Term Headwinds Amid AI Spend Pullback and Macroeconomic Uncertainty