$BE

Bloom Energy (BE) stock fell over 3% after Oracle (ORCL) invoked a force majeure clause for its Project Jupiter data center, potentially delaying Bloom's fuel cell deployment. The project also faces a six-month delay in a key natural gas pipeline. BE's largest shareholders include Vanguard and Vanguard Index Funds, with a Moderate Buy consensus rating and a $281.39 average price target.

Charles River Labs rose 5% after reaffirming fiscal 2026 guidance. Nebius gained 6% on Bank of America's revenue upgrade. Oracle fell 4% after a force majeure notice on a data center project. Bloom Energy dropped 6% alongside Oracle. Arm Holdings slid 6% after its CFO sold shares. GoDaddy climbed 3% on a takeover offer from Gen Digital. Darden Restaurants dipped 2% despite in-line earnings. MGM Resorts tumbled 10% after a withdrawn takeover bid. Meta Platforms advanced 3% on AI optimism.

Oracle (ORCL) and Bloom Energy (BE) fell 4% and 5% respectively due to concerns around Project Jupiter, Oracle's AI data-center in New Mexico. Oracle issued a force-majeure notice, while Bloom Energy faces delays in natural-gas infrastructure. Oracle is down 53% over 12 months, while Bloom Energy is up 298%. Investor Juxtaposed Ideas rates Oracle a Buy with a $291.70 price target, citing its discounted valuation. Bloom Energy is rated Hold due to high valuation despite recent pullback.

Energy Transfer (ET) delayed its Green Chile pipeline project, impacting Bloom Energy (BE), which supplies power equipment to Oracle's (ORCL) $165B AI data center in New Mexico. Oracle issued a force majeure notice due to the delay, but remains committed to the project. Bloom Energy's CEO stated the delay won't significantly affect its 2026 guidance.

Bloom Energy (BE) faces delays in its 2.45 GW Project Jupiter contract due to a delayed natural gas pipeline, pushing the timeline from August 2026 to February 2027. Oracle issued a force majeure notice, and project debt is trading below 90 cents on the dollar, indicating lenders expect delays. Bloom's high valuation and market cap assume smooth backlog conversion, leaving little room for error. Shares are down 8.01% in the current session.

FuelCell Energy (FCEL), Plug Power (PLUG), and Bloom Energy (BE) stocks fell 6%, 4%, and 8% respectively due to rising 10-year Treasury yields at 5.11%, impacting clean energy financing. Bloom Energy reported $1.065B Q2 revenue and raised guidance to $4.2B, while FuelCell saw a 29% revenue drop and $45M loss. Plug Power reported $178M Q2 revenue and raised 2026 growth guidance to 15-16%.

US stocks opened lower, with tech leading losses due to Oracle's (ORCL) force majeure notice on a New Mexico data center, affecting Oracle, Bloom Energy (BE), and Blue Owl (OWL). Treasury yields bull steepened, and crude prices rose amid US-Iran tensions. The SNB held rates at 0% and removed intervention language. Specific stock movements include MGM Resorts (MGM), TransUnion (TRU), Viking Therapeutics (VKTX), Knife River (KNF), Delek US Holdings (DK), and Dropbox (DBX).

Bloom Energy (BE) stock fell 5.64% amid concerns over fuel-cell demand, profitability, and a lawsuit alleging misrepresentation of its China-linked scandium supply chain. The company reported strong financials, including $1.07B in revenue and $196.29M in net income, but faces legal risks and volatility. BE trades at a high valuation with significant debt.

Bloom Energy's COO, Chitoori Satish, sold 2,870 shares for $775,072 on Sept. 16, 2026, to cover tax obligations. He retains 202,494 shares, valued at ~$55M. The sale was part of a pre-established trading plan. Bloom Energy's market cap is $78B, with TTM revenue of $3.1B and operating profit growth of 383% YoY.

Oracle (ORCL) invoked a force majeure clause for Project Jupiter, affecting Blue Owl (OWL) and Bloom Energy (BE) shares. U.S. jobless claims remained low. Treasury yields surged, impacting Bitcoin (BTC) and stocks.