US Stock Movement: Bloom Energy soared on September 25 as Oracle reaffirmed orders and powered AI.
Bitget异动解读2026/09/25 14:05Bloom Energy September 25th Surge Explained
Keywords: Oracle restates order, AI power supply
1. On September 25th, Bloom Energy stated that Oracle remains committed to the Project Jupiter project and the 2.4 GW fuel cell contract. The company expects to proceed with delivery according to Oracle’s planned schedule, alleviating concerns about project delays affecting order fulfillment.
2. On September 25th, project developer Blue Owl indicated that the force majeure notice does not change the financial commitments between both parties; Oracle also stated that the New Mexico project is still moving forward as planned, and Bloom Energy’s related fuel cell deployment arrangements have not been canceled.
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