Bloom Energy (BE) Is Down 19.6% After Striking New Oracle AI Data Center Power Deal Has The Bull Case Changed?

In recent days, Bloom Energy experienced considerable share price swings following news of a collaboration with Oracle to supply onsite power for select data centers amid increased market caution over high technology sector valuations and economic uncertainty. This partnership highlights increasing interest in Bloom’s fuel cell solutions as hyperscale data centers and AI infrastructure drive new electricity demands, drawing attention to the company's evolving role in critical energy...