September 25, 2026

Oracle

Bloom Energy Stock Jumps on S&P 500 Entry: Is AI Power Demand Creating a New Infrastructure Giant?

Bloom Energy is joining the S&P 500 after Q2 revenue surged 166%. Oracle has agreed to procure up to 2.8 GW, while Brookfield expanded its financing framework to $25 billion..

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Oracle Stock Before Q1 2027 Earnings: The $638 Billion AI Backlog Is Huge — So Is the Financing Bill

Oracle reports fiscal Q1 2027 on September 10 with OCI growth accelerating, a $638 billion backlog and free cash flow deeply negative after a historic data-center buildout. The real question.

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