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Zacks Investment Ideas feature highlights: Bloom Energy, Micron, Nvidia, UBS and Moderna

Bloom Energy logoBloom Energy
Sig1.40Sen-2.20Env0.00Soc0.00Gov0.00
Micron Technology logoMicron Technology
Sig1.80Sen-1.30Env0.00Soc0.00Gov0.00
NVIDIA logoNVIDIA
Sig1.60Sen+4.50Env0.00Soc0.00Gov0.00

AI stocks hit some of their worst drawdowns after hedge fund Situational Awareness, long in Bloom Energy and Micron with 4x leverage, gained 439% in the first half but slid nearly 70% in July, leading to record $35 billion losses. It sold its public book to Citadel for over $4 billion, fueling volatility. NVIDIA’s unmatched earnings growth and its roughly 39% share of hyperscaler spend could benefit as CAPEX is projected to jump 60% by 2028; UBS and Moderna are also highlighted.

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