Should You Chase the Rally in Oracle Stock?

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

Oracle’s new CFO comes from the power industry. That tells you everything.

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

Oracle stock pops as company agrees to buy fuel cell power from Bloom Energy

Bloom stock surged nearly 20% on Tuesday morning. The terms of the agreement expand on an existing partnership between Larry ...

Oracle Agrees to Buy Power From Bloom for AI Data Centers

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

Hyperscaler Oracle Raises Bloom Energy Fuel Cell Commitment to Nearly 3 GW

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

Oracle stock extends gains on AI power push as energy demand rises

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

Oracle Plugs San Jose AI Data Centers Into Massive Bloom Energy Power Deal

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

Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal

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

Oracle and Bloom Energy Collaborate to Deliver Power to Data Centers at the Speed of AI

Bloom and Oracle collaborate to deliver onsite power to Oracle AI data centers within 90 days Fuel cells will support Oracle Cloud Infrastructure’s growth strategy with clean, reliable, and ...

Oracle Power shares jump on new drill data

Oracle Power PLC (AIM:ORCP) shares jumped some 29% higher, to 0.065p, in Wednesday morning's trade after the small-cap mining ...