A little-known clean energy stock might be one of the biggest winners of Oracle's surprise revenue explosion

Core Insights - Oracle's strong revenue forecasts have positively impacted investor sentiment and boosted interest in related tech stocks, particularly in the context of the AI and cloud-computing sectors [1][2] Company Highlights - Bloom Energy has formed a partnership with Oracle to supply fuel cell technology for its data centers, which is expected to significantly enhance Bloom's growth prospects [2][9] - Morgan Stanley has raised its price target for Bloom Energy shares to $88, indicating a potential 16% increase from recent trading levels, reflecting confidence in Bloom's role in the tech sector's data center expansion [3][9] Market Trends - The demand for power driven by new data centers is increasing, with Bloom Energy positioned advantageously due to its ability to quickly scale manufacturing and deliver products [8][9] - Energy stocks, particularly those focused on nuclear power, are gaining traction as alternative investments linked to the AI boom, with significant rallies observed in companies like Oklo and Nucor [10]