Bloom Energy Stock (NYSE: BE) Slides as the AI Infrastructure Trade Wobbles — Latest News, Analyst Forecasts, and What’s Next (Dec. 12, 2025)
Bloom Energy shares fell about 10% to $98.07 by early afternoon Dec. 12, with trading volume above 12 million. The drop followed a broader sell-off in AI-related stocks after Oracle’s earnings miss and data-center spending concerns, which also hit other infrastructure names. Bloom’s recent partnership with Oracle has made its stock more sensitive to Oracle news and sector sentiment.