Oracle shares rose 5% as it expanded its partnership with Bloom Energy, which will provide 2.8 gigawatts of fuel cell systems. Bloom Energy's stock surged 20%. This deal follows Oracle's $400 million warrant to buy Bloom shares and is part of broader AI infrastructure initiatives.

Hedge fund Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner, is investing in data infrastructure and cryptocurrency mining companies, with a focus on fuel cell company Bloom Energy and AI cloud provider CoreWeave.