Investors rotated aggressively into AI-linked grid software and storage names, sending Fluence Energy up 21.8% on the Nasdaq. Oracle’s upbeat results amplified interest in energy-tech pairings, while Fluence reiterated full-year guidance and highlighted a robust North America and Europe pipeline. Analysts cited strengthening software margins, expanding utility partnerships, and steady order conversion as key supports. Management emphasized execution on high-value contracts and continued platform enhancements for grid optimization. The move placed Fluence among the session’s strongest clean-tech performers amid sector-wide AI enthusiasm.