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The energy market is developing a new hierarchy of importance: dependable power for artificial intelligence, domestic solar capacity insulated from fragile supply chains, and barrels that can reach market efficiently. Bloom Energy Corp. (NYSE: BE), First Solar, Inc. (NASDAQ: FSLR), T1 Energy Inc. (NYSE: TE) and Sable…
Oracle Corporation (NYSE: ORCL) has spent decades selling the corporate plumbing that keeps global business running. Now, it is turning that unglamorous-but-essential heritage into a far more fashionable enterprise: a major supplier of artificial-intelligence computing capacity. The latest quarter suggests Oracle’s AI…