On October 12, Bloom Energy Corp fell 3.22% in regular trading, trading at $267.89 per share with turnover of $197 million. The stock continues to face pressure from concerns over Oracle's data center power supply arrangements and persistent bearish signals in the options market.

Oracle's New Mexico data center project has triggered force majeure notices, raising doubts about the deployment pace of Bloom Energy fuel cells tied to the Project Jupiter development. Reports indicate Oracle is considering trucking compressed natural gas to maintain construction timelines, underscoring infrastructure bottlenecks that cloud the outlook for Bloom Energy's distributed power solutions.

Options activity has reinforced the cautious stance, with large-scale selling of far-dated out-of-the-money call options suggesting institutional investors expect limited upside. A $1.5 million sale of a 430-strike call earlier in the week highlighted this sentiment, as traders favored collecting premium over betting on a rapid recovery. The scaled-back bullish positioning reflects broader unease about execution risks in Bloom Energy's data center pipeline.

(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.)