Bloom Energy shares are trading lower amid possible sympathy with Oracle after reports suggesting that the company sent a "force majeure" notice over potential timeline slippage for the Project Jupiter data center. Bloom is under contract to supply 2.45 GW of fuel cells to Jupiter.

Shares of data center infrastructure-related companies are trading higher amid multiple catalysts including optimism connected to demand for Meta's Muse AI agent and Akamai's seven-year, $11.6 billion cloud services agreement from Anthropic, both of which help underpin demand for physical compute space.

Bloom Energy Stock Rebounds: What's Going On?

Bloom Energy is rising Friday, rebounding after falling more than 6% Thursday on concerns tied to Oracle's Project Jupiter data center.

Akamai, Atlas Energy Solutions, People And Other Big Stocks Moving Higher On Friday

U.S. stocks rose Friday; Akamai jumped 8.1% on an $11.6B Anthropic cloud deal, while Atlas Energy, Almonty and others posted strong gains.

Bloom Energy's Backlog Is 5 Times This Year's Expected Revenue. Here's How Fast It Can Actually Build.

Bloom Energy disclosed a $20 billion backlog in February, with $6 billion in product orders and $14 billion in long-term service contracts. While the company plans to double its Fremont factory capacity to 2 gigawatts by end of 2026 and has raised revenue guidance twice this year, the analyst cautions that the stock's valuation at 56x forward P/E assumes full-speed conversion for years, which may be overly optimistic.