Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers ...

Bloom Energy (NYSE:BE) stock is up 14% in early trading today, and Oracle (NYSE:ORCL | ORCL Price Prediction) stock is up 7%, ...

Oracle stocks bounced as software shares continued to recover and the company expanded a capacity deal with Bloom Energy.

Oracle (ORCL) stock surged by as much as 8% Tuesday morning on news that the data center and cloud operator has signed a deal ...

The company is expanding its energy strategy by securing gigawatts of on-site power through agreements with Bloom Energy and ...

The stock is re-rating on two concrete catalysts: (1) expanded Bloom Energy capacity procurement up to 2.8GW (1.2GW already ...

In a press release, Bloom Energy said the two companies have inked a master services agreement under which Oracle plans to ...

The contract entails an initial order of 1.2GW of Bloom Energy fuel cells, continuing the deployment of AI infrastructure in the US.

Oracle stock rallies on a 2.8 GW AI power deal with Bloom Energy. But does that make ORCL shares worth buying in 2026?

In 2026, capital intensity is the name of the game at Oracle.