Oracle seems overpriced SHORT-TERM, but who benefits from POWERING data centers? Didn't Oracle make an exclusive deal with Bloom Energy (BE) so they don't need to depend on NRG and Vistra? Because I think "Bloom" with little competition is the biggest beneficiary. Am I right?

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Ahead of the Fed announcement, here’s a look at the best performing S&P 500 names fueling 2025’s gains. No. 1: Seagate Technology (STX), +140.8% YTD. No. 2: Western Digital (WDC), +125.3% YTD. No. 3: Palantir Technologies (PLTR), +123.9% YTD. No. 4: Newmont Corp (NEM), +111.2% YTD. No. 5: Micron Technology (MU), +87.1% YTD. No. 6: GE Vernova (GEV), +85.2% YTD. No. 7: Oracle (ORCL), +81.7% YTD. No. 8: NRG Energy (NRG), +81.2% YTD. No. 9: GE Aerospace (GE), +75% YTD. No. 10: Paramount Skydance Corp (PSKY), +72.8% YTD.

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