BE

Oracle surged 4.74% to $163.00 after announcing an expanded fuel-cell power partnership with Bloom Energy, securing up to 2.8 gigawatts to support its AI infrastructure buildout. The stock is up nearly 14% for the week, partially offsetting a 45% decline over the prior six months. Bloom Energy is a direct beneficiary of the expanded supply agreement.

Bloom Energy has gained 143% year-to-date and 1,040% over three years, driven by demand for its hydrogen fuel cell technology in AI data center power infrastructure. The company holds a $20 billion backlog, but analysts note that a 100x return from current levels would require the stock to reach a market cap comparable to Nvidia's — considered an unlikely outcome. The article frames the investment case as promising but urges tempered expectations.