On September 28, Bloom Energy Corp fell 3.02% in regular trading, trading at approximately $271.505/share, with turnover of $5.45 billion. The decline was driven by continued fallout from Oracle's force majeure notice issued to developer Stack Infrastructure regarding the Project Jupiter data center in New Mexico.

The Project Jupiter facility carries a total load of 2.45GW, entirely dependent on Bloom Energy fuel cell systems for on-site power generation. Although Oracle has stated the project remains on track, the notice has triggered persistent concerns over a potential slowdown in AI infrastructure buildout, pressuring the broader data center supply chain sentiment. Bloom Energy currently holds approximately 10GW in backlog orders, with Oracle accounting for roughly one-fifth of the total.

Adding to the downside pressure, Bloom Energy was officially added to the S&P 500 index on September 21, and the concentrated passive fund positioning window is nearing its end. Profit-taking from the prior rally, combined with the Oracle-related overhang, has amplified selling momentum in the near term.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)