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Unpacking Oracle's 1.2 GW order, SOFC technology, 2–5 GW capacity, gross margin, cash flow, SMR competition, and 2030 valuation to determine whether BE's current stock price is overvalued.","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20260825/bloom-energy-53f3c34c18a94ebe9e92e58f5e627bba.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260825/bloom-energy-53f3c34c18a94ebe9e92e58f5e627bba.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262129703-bloom-energy-be-stock-ai-data-center-power-valuation-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061475181.USD","SHPP","USE","AMZW","FTXN","DOCK","GUSH","HULL","IEO","VTHR","CTEX","AGIX","DBC","DIG","ERX","UPS","AMZU","VDE","CLOU","HYDR","LU0211331839.USD","AMAA","WDAI","WTIU","AMZO","AMZD","AMZP","PXJ","AMZZ","SUPL","XES","BK4585","CHAT","DBE","QTOC","BERZ","UPSG","ARTY","AMZG","AZYY","FWD","IE00B7SZLL34.SGD","AMZY","PXE","AIPO","IXC","IYT","DRIP","AIBU","DRLL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662789932","title":"Cloud Giants Brace for Efficiency Push as AI Investment Boom Accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=2662789932","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662789932?lang=en_us&edition=fundamental","pubTime":"2026-08-25 14:31","pubTimestamp":1787639460,"startTime":"0","endTime":"0","summary":"0631 GMT - Major cloud service providers are expected to focus increasingly on efficiency and financial discipline in 2H 2026, as AI-driven infrastructure spending continues to surge, according to research firm Digitimes. 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