- Tariffs are benefiting undervalued AI stocks, and Aaron Hoover was appointed to lead business and corporate development.
- Oracle and Bloom Energy announced a partnership to provide power for AI data centers amid tariffs and onshoring trends.
Bloom Energy secured a deal with Oracle, leading investors to favor Bloom over Plug Power.
7 reports, 3 independent
Updated Sep 7
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New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Bloom Energy secured a deal with Oracle, leading investors to favor Bloom over Plug Power.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Bloom Energy and Oracle expanded their partnership.1 source
- A data center project utilizing Bloom Energy technology is underway with Oracle, supported by critical manufacturing partner MTAR, though facing regulatory delays.Sub-event
UBS reaffirmed 'Buy' rating on Bloom Energy amid expanded fuel-cell power deals with Oracle.1 source
Bloom Energy secured a deal with Oracle, gaining investor favor over Plug Power.1 source
Keep exploring
Part of
Oracle and Bloom Energy announced a partnership to provide power for AI data centers amid tariffs and onshoring trends.Also in this story
- Bloom Energy, benefiting from Trump tariffs and onshoring trends, secured a supply agreement for fuel cell technology with OCI.
- Bloom Energy delivers fuel cell technology to Oracle Cloud Infrastructure, and Aaron Hoover joins the company to lead business development.
The entities involved
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Bloom Energy
Bloom Energy is the company that develops, builds, and installs Bloom Energy Servers.
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Oracle
company in Madrid, Spain
Related events
- Bloom Energy's technology is powering Oracle's Project Jupiter campus, benefiting from growing AI power demand.
- Oracle is procuring up to 2.8 gigawatts of Bloom's fuel-cell systems, driven by the broader demand for AI power.
- K.R. Sridhar is confirmed as the CEO of Bloom Energy. The market performance between Bloom Energy and Plug Power is showing a noticeable divergence.
- MarketBeat identified Bloom Energy as a stock to watch on August 1, 2026.
- Both Allison Transmission and Bloom Energy are currently recognized as high-growth stocks that are outperforming the market.
Coverage
Newest first; wire copies grouped- fool.com
- yahoo.com
- Motley FoolWhy Plug Power Stock Is Powering Down This Week Plug Power stock popped last week, but it has been trending lower over the past few days. Investors may be more interested in Bloom Energy after its de
- Motley FoolWhy Plug Power Stock Rocketed Higher This Morning and Then Fell Back to Earth Plug Power stock shot higher early in today's trading session, but it quickly gave back its gains. Peer Bloom Energy is w
- Motley FoolWhy Shares of Bloom Energy Are Soaring Today Bloom Energy is a leader in fuel cell technology. Oracle plans on deploying Bloom Energy's fuel cell technology at its data centers in the United States.