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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":"sh","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":["ERX","IE00B7SZLL34.SGD","AMZD","UPS","FWD","AMAA","CHAT","SHPP","AMZP","AZYY","UPSG","PXJ","SUPL","DRLL","FTXN","USE","HYDR","IXC","DRIP","WDAI","AGIX","AIBU","XES","AMZG","CLOU","AMZY","VDE","DOCK","AMZU","AMZW","HULL","WTIU","DIG","BK4585","LU0211331839.USD","CTEX","IEO","AMZZ","IYT","DBE","AMZO","PXE","VTHR","AIPO","LU0061475181.USD","BERZ","DBC","QTOC","GUSH","ARTY"],"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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TRISO-X Unit Advances Construction of Fuel Fabrication Facility in Tennessee","url":"https://stock-news.laohu8.com/highlight/detail?id=2661275268","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661275268?lang=en_us&edition=fundamental","pubTime":"2026-08-24 19:50","pubTimestamp":1787572235,"startTime":"0","endTime":"0","summary":"X-Energy's  TRISO-X unit started the next phase of construction at its advanced nuclear fuel fabrication facility in Oak Ridge, Tennessee, according to a Monday statement.Clark Construction Group will remain the construction contractor for the this next phase, which will cover the construction of auxiliary buildings, start of interior buildout and equipment installation, the company said.TRISO-X said the facility is expected to be the first commercial facility in the US dedicated to fabricating tristructural-isotropic fuel for advanced reactors. The project will back X-energy's planned deployment of its Xe-100 reactors in partnership with Dow, the unit added.The facility is expected to produce 700,000 TRISO-X pebbles per year once operational, enough fuel to power up to 11 Xe-100 reactors, according to the statement. X-energy said it is also advancing a second plant with Energy Northwest and in collaboration with Amazon.com 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Claude Models Resume Normal System Operations After Elevated Errors on Requests","url":"https://stock-news.laohu8.com/highlight/detail?id=2661222230","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661222230?lang=en_us&edition=fundamental","pubTime":"2026-08-24 17:24","pubTimestamp":1787563455,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic's Claude models are back on normal operations after an issue that led to elevated errors on user requests has been resolved, according to a Monday update.Errors on requests to Claude Mythos 5, Claude Fable 5, Claude Opus 5 and Claude Opus 4.8 models were reported and investigated the same day.The issue was subsequently identified, but Claude did not provide further details on the 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