Bloom Energy Falls 5.3% with 331st-Ranked $360M Volume as Morgan Stanley’s 5.1% Stake and Oracle Pact Emerge

On August 7, 2025, Bloom Energy (BE) fell 5.30% with a trading volume of $0.36 billion, ranking 331st in the market. The stock’s decline occurred amid a regulatory filing revealing Morgan Stanley’s 5.1% stake in the company through a Schedule 13G disclosure. The institutional investor holds 11.9 million Class A shares, with shared voting power over 3.4 million shares but no sole control, indicating a passive investment strategy. The filing, triggered by crossing the 5% ownership threshold, highlights increased institutional interest but no intent to influence governance or operational decisions.

Separately, Bloom Energy announced a collaboration with Oracle to deploy fuel cell technology at select Oracle Cloud Infrastructure (OCI) data centers. The partnership aims to deliver on-site power within 90 days, aligning with growing demand for AI-driven cloud services. This strategic move could enhance BE’s visibility in the energy-as-a-service sector, though its immediate impact on valuation remains limited. The Oracle deal contrasts with the neutral implications of Morgan Stanley’s stake, as neither event directly alters Bloom’s operational trajectory.

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