Leopold Aschenbrenner just pulled off one of the wildest trades of the AI boom by betting on electricity, not algorithms.
Shares of Bloom Energy are setting a torrid pace of growth even as analysts dial back price targets. As a provider of fuel cells to data centers, Bloom is at the right place at the right time.
Today, April 14, 2026, the S&P 500 approaches a record high on hopes that of easing Middle East tensions.
Power demand by data centers is rapidly rising. Data center developers need to secure power supplies in advance to avoid delays.
Bloom Energy (NYSE: BE) ripped higher on Apr 14 after the AI infrastructure titan Oracle (NYSE: ORCL) expanded its master agreement to procure up to 2.8 GW of the firm's fuel cell capacity. This is a

Oracle expands Bloom Energy deal

12:53pm, Tuesday, 14'th Apr 2026
CNBC's Seema Mody reports the latest news surrounding Oracle.
The Nasdaq is gunning for a 10th-straight win, while the Dow and S&P 500 join in on the rally
Bloom Energy (NYSE:BE) stock surged 23% in Tuesday trading, extending a powerful run that has made it one of the most talked-about names in the energy sector.
Shares of Oracle and Bloom Energy popped after the companies reached a deal for more AI data center capacity. The software giant gained for a second day, as other names in the sector also bounced, con
After months of skepticism around heavy data‑center capex and a stretched balance sheet, a mix of fresh C‑suite leadership, Oracle's massive contractual backlog and green power infrastructure has
Top insights from the latest market news from Tuesday, April 14, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
Bloom Energy (NYSE:BE) stock is up 14% in early trading today, and Oracle (NYSE:ORCL | ORCL Price Prediction) stock is up 7%, after the two companies announced an expanded partnership to deploy up to
Bloom Energy stock price has embarked on a strong bull run after years of consolidation. It has soared to a high of $176.76, up by over 2,250% from its lowest point last year.
Bloom Energy Corporation is upgraded to Strong Buy due to its expanded partnership with Oracle for up to 2.8 GW of fuel cells. BE's modular power solutions address critical data center power bottlenec
NVO pushes for AI transformation, Bloom Energy and Oracle deepen partnership, and more
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