Bloom EnergyBE

Power & grid infrastructure

Bloom Energy designs and manufactures solid oxide fuel cells that generate electricity on site from natural gas, biogas or hydrogen, supplying power to data centers, manufacturers and other commercial customers.

Member of the US AI 100

Market snapshot

289.15USD▲ 231.37%+201.89 year to date

Last close: Oct 2 4:00 PM EDT

Market cap
52-week high: 351.28
52-week low: 75.70

Latest on Bloom Energy

Featured · Money

The Power Can Leave Oracle's Data Center. The $18 Billion Cannot.

Bloom Energy's CEO says the fuel cells bound for Oracle's Project Jupiter are "fungible" and can be rerouted after shipping. The roughly 20 banks behind the campus's $18 billion loan, quoted at 89 to 91 cents, can redeploy nothing.

October 2, 2026 · 3 min read

Power
Oracle Bought the Option to Pay Late. Bloom and Blue Owl Carry the 2028 Date
Oracle filed contract language on 24 September that lets it defer payments if Project Jupiter misses its 2028 online date, then reaffirmed the 2.4-gigawatt order that notice hedged against. Five sessions of tape show who underwrites the date.
September 30, 2026 · 3 min read
Money
Goldman's biggest prime-broker client of 2026 was a two-year-old AI fund running four-times leverage
Goldman collected more than $200 million in fees from Leopold Aschenbrenner's two-year-old fund this year, more than from any other prime-brokerage client, per the FT. That client no longer borrows, and the fee machine it ran on has stopped.
September 28, 2026 · 3 min read
Power
Who stands on the other side of GE Vernova's $176 billion backlog
Oracle invoked force majeure on a Stargate campus and the power-equipment trade sold off; the same week, GE Vernova signed Egyptian state-utility work running to 2035 and a four-way nuclear pact aimed at Poland and the UK. The $176 billion backlog is gaining customers on decade-long service schedules, and most of that new work is not yet firm.
September 28, 2026 · 3 min read
Infrastructure
Oracle Moves to Defer the Rent on a Data Center It Says Is On Schedule
Oracle's force majeure notice on Project Jupiter defers its rent if the New Mexico campus misses its 2028 opening. The $18 billion of loans behind the site already trade below 90 cents, and they cannot be repaid until the campus opens.
September 27, 2026 · 3 min read

Market snapshot

Latest on Bloom Energy

The Power Can Leave Oracle's Data Center. The $18 Billion Cannot.

Oracle Bought the Option to Pay Late. Bloom and Blue Owl Carry the 2028 Date

Goldman's biggest prime-broker client of 2026 was a two-year-old AI fund running four-times leverage

Who stands on the other side of GE Vernova's $176 billion backlog

Oracle Moves to Defer the Rent on a Data Center It Says Is On Schedule