Oracle (ORCL) is back in focus after agreeing to buy up to 2.8 gigawatts of Bloom Energy fuel cell power for its AI data ...

Oracle shares have surged this week amid a broader market rally, after a difficult start to the year. The cloud computing ...

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

The Oracle master agreement is not a firm order for the full 2.8 GW; only 1.2 GW is contracted and the rest is intent. The ...

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

Oracle (ORCL) stock surged by as much as 8% Tuesday morning on news that the data center and cloud operator has signed a deal ...

Oracle is undergoing a massive capital reallocation, funding an unprecedented AI and cloud infrastructure buildout. Find out ...

Oracle stock is rising fast because of its strong push into AI and cloud business. New AI tools, big data center plans, and ...

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

Bloom Energy's stock is surging.

The cloud giant's massive $553 billion backlog is turning heads, but a staggering capital expenditure plan has investors ...

Once a cash-generating software stalwart, Oracle has transformed into a debt-heavy infrastructure builder. The strain is ...