$Bloom Energy Corp(BE)$ Friday's best-performing S&P 500 stock bounced for the dullest reason: lawyers.
Bloom jumped 8.5% to 289.49 after Morgan Stanley said Oracle's force-majeure notice on Project Jupiter reads more like a legal maneuver than a project failure. Overweight reiterated, 310 target.
The prior session was the mirror image: down 3.1% to 266.65 after Oracle sent the notice to defer payment obligations if the New Mexico campus slips past 2028.
Analyst David Arcaro's point that matters, per Dow Jones: Jupiter isn't in Bloom's 2026 guidance, so the campus can't miss this year's numbers. And the fuel-cell contract is portable. If New Mexico stalls, Oracle can reroute the shipments to other data centers.
From Thursday's intraday low of 251.30 to Friday's high of 286.93, that reassurance was worth 14.2% in under a day.
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