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

The 7investing Podcast · Apr 15, 2026 · 21m

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 Lumentum (NASDAQ:LITE). Bloom's modular solid oxide fuel cells deliver on-demand power with no combustion emissions, a $22 billion backlog, and a brand new deal with Oracle (NYSE:ORCL) that sent the stock up 23% in a single day — doubling their existing partnership to 2.8 gigawatts of AI data center power production.

Then Simon breaks down Lumentum's laser transceiver…