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Oracle jumps for a second day, Bloom Energy soars 22% on AI data center power deal

Cnbc · · 191 words · By Samantha Subin
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What to know about Oracle jumps for a second day, Bloom Energy soars 22% on AI data center power deal

Oracle's stock jumped more than 4% on Tuesday as software shares rebounded for a second session and the company broadened its capacity deal with Bloom Energy.

Claims checked 10
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center75%
Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Oracle's stock jumped more than 4% on Tuesday as software shares rebounded for a second session and the company broadened its capacity deal with Bloom Energy.

Why it matters

The rally built on Monday's broad bounce in software stocks, which boosted Oracle nearly 13%.

Common ground

HubSpot, Salesforce, and ServiceNow gave up earlier gains.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/2026/04/14/oracle-orcl-bloom-energy-be-stock-data-center-ai…

fact_checkClaims Checked

eFinder analyzed this article and checked 10 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 4
help Insufficient Evidence 3
info Single Source 2
cancel Disputed 1
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Claim 1: “is a key technology partner in the Stargate project”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding Oracle's involvement in the Stargate project.
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Claim 2: “Monday's broad bounce in software stocks... boosted Oracle nearly 13%”
INSUFFICIENT EVIDENCE
The claim states Oracle was boosted nearly 13% on Monday, but Benzinga specifically reports that Oracle shares were actually DOWN 1.23% on Monday.
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web search NEUTRAL — Find the latest Oracle Corporation (ORCL) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/ORCL/
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web search NEUTRAL — Does Oracle's stock price have much upside?
https://www.marketbeat.com/stocks/NYSE/ORCL/forecast/
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web search NEUTRAL — ORCL Stock Price Activity: Oracle shares were down 1.23% at $193.51 at the time of publication on Monday, according to Benzinga Pro data . Photo via Shutterstock. 8 little-known tickers to 'Backdoor' …
https://www.benzinga.com/markets/large-cap/26/05/52461764/wh…
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Claim 3: “the company broadened its capacity deal with Bloom Energy”
CORROBORATED
Multiple independent sources (LinkedIn, news articles) confirm that Oracle expanded its capacity agreement with Bloom Energy from 1.2GW to 2.8GW.
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web search NEUTRAL — Oracle has expanded its agreement with Bloom Energy from the initial 1.2GW framework signed last year to a 2.8GW master capacity agreement, with deployments already underway across its US footprint an…
https://www.linkedin.com/posts/economictimes_energy-company-…
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web search NEUTRAL — Oracle has entered into a new agreement with Bloom Energy to secure up to 2.8GW of fuel cell capacity as it increases investment in AI.
https://www.power-technology.com/news/oracle-deploy-bloom-en…
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web search NEUTRAL — Oracle expanded its deal with Bloom Energy to buy up to 2.8 gigawatts of fuel cell power for AI data centers. A first 1.2 gigawatts is on order and will roll out at U.S. Oracle sites through 2027. Blo…
https://www.briefs.co/news/oracle-just-tripled-its-power-dea…
info
Claim 4: “Oracle's stock jumped more than 4% on Tuesday”
SINGLE SOURCE
The provided evidence mentions Oracle stock 'exploding 40%' or trading higher by '34.72%', but none of the sources specifically confirm a 'more than 4%' jump on a Tuesday. The evidence is too vague or refers to different percentages/days.
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web search NEUTRAL — Oracle CEO Safra Catz said on Tuesday that the company had signed four multi-billion-dollar contracts in the first quarter. Logo of the software and hardware manufacturer Oracle at the German headquar…
https://stocktwits.com/news-articles/markets/equity/oracle-s…
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web search NEUTRAL — ORCL Price Action: Oracle stock is trading higher by 34.72% to $325.36 at last check Wednesday.
https://www.benzinga.com/analyst-stock-ratings/reiteration/2…
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web search NEUTRAL — Find the latest Oracle Corporation (ORCL) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/ORCL/
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Claim 5: “Oracle expanded its capacity partnership with Bloom Energy on Monday”
CORROBORATED
Multiple sources confirm the expansion of the capacity partnership with Bloom Energy occurred on Monday.
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web search NEUTRAL — Bloom Energy said on Monday it would supply Oracle with up to 2.8 gigawatts of fuel cell capacity under an expanded deal as rising artificial intelligence use drives up power consumption.
https://www.linkedin.com/news/story/oracle-boosts-bloom-ener…
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web search NEUTRAL — Oracle expanded its capacity partnership with Bloom Energy on Monday, days after receiving a warrant to purchase $400 million of the fuel cell power company’s stock. As part of the deal, Oracle expect…
https://news.az/news/oracle-climbs-bloom-energy-spikes-20-wi…
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web search NEUTRAL — Oracle has expanded its partnership with Bloom Energy in a 2.8 GW fuel cell deal to power its advanced AI data centers and cloud computing infrastructure.
https://vellatimes.com/oracle-expands-bloom-energy-deal-2-8-…
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Claim 6: “Bloom shares soared 22%”
DISPUTED
Sources report conflicting percentages for Bloom's stock rise: one source mentions 12.63%, another 15%, and another 'around 24%'. No source specifically confirms exactly 22%.
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web search NEUTRAL — Bloom Energy stock rise. Top news. simplywall.st.Bloom Energy Is Maintained at Equal-Weight by Barclays. 22 hours ago. Save for later.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Why Did Bloom Energy Stock Pop Today? 23_11_08 A person holding a piggy bank with a thinking or questioning expression on their face _MF Dload -1201x800-5b2df79.
https://www.fool.com/investing/2026/05/11/after-a-1511-surge…
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web search NEUTRAL — BE Stock Price Activity: Bloom Energy shares were up 12.63% at $293.99 at the time of publication on Monday, according to Benzinga Pro data.
https://www.benzinga.com/trading-ideas/movers/26/05/52461311…
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Claim 7: “Oracle shares have dropped 15% this year”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding a 15% drop in Oracle shares this year.
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Claim 8: “The software giant has already raised over $100 billion in debt to support data center scaling”
SINGLE SOURCE
The provided evidence for this claim consists of general company descriptions from Wikipedia and other sites; none of the sources mention the $100 billion debt figure.
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web search NEUTRAL — 3 days ago · Oracle is global corporation that develops and markets software applications for business. The company is best known for its Oracle database software, a relational database management sys…
https://www.britannica.com/money/Oracle-Corporation
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web search NEUTRAL — Oracle provides industry specific cloud application suites for more than two dozen industries. These are modern SaaS applications with built-in AI, machine learning, and analytics. These industry appl…
https://www.oracle.com/
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web search NEUTRAL — Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. [5] Co-founded in Santa Clara, California, in 1977 by Bob Miner, Ed Oates, and current chairman of th…
https://en.m.wikipedia.org/wiki/Oracle_Corporation
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Claim 9: “Oracle expects to procure up to 2.8 gigawatts of Bloom's systems”
CORROBORATED
Confirmed by CNBC and multiple other sources that Oracle expects to procure up to 2.8 gigawatts of Bloom's systems.
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web search NEUTRAL — Under a master services agreement, Oracle intends to procure up to 2.8 gigawatts (GW) of Bloom’s fuel cell systems. As part of this agreement, an initial 1.2 GW of capacity has been contracted, with d…
https://investor.bloomenergy.com/press-releases/press-releas…
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web search NEUTRAL — Bloom Energy just got a massive vote of confidence from Oracle. The deal is for up to 2.8 gigawatts of fuel cell systems to power Oracle's AI data centers, with the first 1.2 GW already being deployed…
https://www.linkedin.com/news/story/oracle-boosts-bloom-ener…
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web search NEUTRAL — Bloom Energy and Oracle announced an expanded partnership under which Oracle will procure up to 2.8 GW of Bloom's fuel cell systems to power its AI and cloud infrastructure.
https://www.edgen.tech/news/post/oracle-to-deploy-28-gw-of-b…
+ 1 more evidence source
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Claim 10: “receiving a warrant to purchase $400 million of the fuel cell power company's stock”
CORROBORATED
Confirmed by a cross-reference from CNBC and multiple web sources stating Oracle received a warrant to purchase $400 million of Bloom Energy stock.
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web search NEUTRAL — Oracle received a $400 million Bloom warrant on April 9 and expanded its fuel cell commitment to 2.8 gigawatts four days later. The financial press called it procurement. The balance sheet tells a dif…
https://www.implicator.ai/oracle-expands-bloom-energy-deal-t…
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web search NEUTRAL — Bloom Energy stock surged roughly 15% after hours Monday after Oracle expanded its fuel cell deal to 1.2 gigawatts of contracted capacity. Oracle was issued a warrant on Thursday to buy up to 3.53 mil…
https://coincentral.com/bloom-energy-be-stock-jumps-15-after…
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web search NEUTRAL — Bloom Energy shares skyrocketed approximately 15% in extended trading Monday following Oracle’s expansion of their fuel cell partnership to 1.2 gigawatts of committed capacity. Last Thursday, Oracle r…
https://blockonomi.com/bloom-energy-be-stock-soars-15-as-ora…
+ 1 more evidence source
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.