Bloom Energy Corp shares fell 10.06% to $208.81 on Tuesday as AI infrastructure stocks came under pressure from a macro selloff tied to rising oil prices and higher U.S. Treasury yields. Market jitters intensified after the Trump administration allowed Iran's temporary ceasefire to lapse, prompting Tehran to threaten a tougher military response and raising concerns about disruption in the Strait of Hormuz, a key crude shipping route. Brent crude topped $91 a barrel and U.S. crude traded near $84.85, adding to fears that inflation could reaccelerate. Bond markets reacted by pushing the 10-year Treasury yield up to 4.74% and the two-year yield to 4.19%, a backdrop that typically weighs on growth stocks because higher yields increase borrowing costs and make future earnings less attractive in present-value terms. Technically, Bloom remained about 12% above its 200-day average at $185.53, but it was roughly 15% below its 50-day average near $244.94 and nearly 14% under its 100-day average at $240.95. The MACD (momentum indicator tracking trend strength) was above its signal line and had turned positive, suggesting selling pressure may be easing even though the stock had not reclaimed shorter-term averages. Traders are watching $212.31, aligned with the 20-day average, as the first upside test, while $185.53 stands out as the key longer-term support level if losses deepen.