Gainers
Losers
Storage names are taking the brunt of the open, with Seagate down 14.8%. On the other side, ON Semiconductor leads the gainers, leaving the spread across this stock universe at roughly 21 points in a single session.
Latest Activity
PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 9/30/26
- Cramer calls housing frozen: the 30-year national average at 7.34% versus 3% five years ago
- Lennar down 20% and KB Home down 17% year to date; Toll Brothers holds up on 25% cash buyers
- Whirlpool suspended its dividend; Home Depot and Lowe's both hit 52-week lows
- IPO and M&A pipelines stalled too, with Oura shelving a $2.2 billion offering
Mortgage rates at multi-decade affordability lows are draining builders, appliance makers and the home-improvement aisles at once, so holders are really running a single trade. Cramer says the group does not recover until the war ends, oil retreats and rate hikes come off the table.
Gainers
Losers
The tape spread nearly 12 points wide at the close: C3.ai finished up 6.43% at $11.01 while Moderna gave back 5.52%. Enterprise tech names took the top four gainer slots, and the losers skew toward high-beta momentum.
Gainers
Losers
Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.
Gainers
Losers
Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.
Regular session
$265.52
-6.04%open $282.60
A 6% slide to $265.53 from a $282.60 open strips roughly $5 billion off a $78.2 billion market cap in a single session. Moves this size in a name this richly valued are worth tracking into the close.
Portfolio concentrationLeopold AschenbrennerSituational Awareness
77.3%in the top 5 names · 23 long positions disclosed
- SNDKSANDISK CORP28%
- MUMICRON TECHNOLOGY INC27.5%
- BEBLOOM ENERGY CORP9.4%
- TSMTAIWAN SEMICONDUCTOR MANUFAC6.2%
- NBISNEBIUS GROUP N.V.6.1%
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.
BE Coverage
11:19am ET
Investing
The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid
Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back. AI models may live…
10:04am ET
Investing
Bloom Energy Rallies 11% as Fuel Cell Selloff Reverses; FuelCell Surges 7%, Plug Power Rises 3%
The fuel cell trade is snapping back, and Bloom Energy (NYSE:BE) is recovering a portion of its sharp prior-session decline as buyers return to the whole group. Bloom Energy stock is up…
1:12pm ET
Investing
Bloom Energy Sinks 8% as Sharp Run Unwinds; Plug Power Drops 6%, FuelCell Eases
Fuel cell stocks are cooling off after a steep climb, and Bloom Energy (NYSE:BE) is taking the biggest hit in the group. Bloom Energy stock is down 8% to $265.24 in afternoon…
12:55pm ET
Investing
Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice
Oracle (NYSE:ORCL | ORCL Price Prediction) still stands behind its fuel cell contract. That news is lifting Bloom Energy (NYSE:BE), even after Oracle reportedly issued a force majeure notice on the data…
11:35am ET
Investing
We Said Bloom Energy and Plug Power Had Different Fates. The Gap Has Grown.
Six months ago we called it: two fuel cell stocks, two completely different fates. Since then one has become the go-to power source for AI hyperscalers while the other fights for survival,…
11:29am ET
Investing
Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble
2.45 Gigawatts of Fuel Cells Suddenly Look Vulnerable Bloom Energy (NYSE:BE) has spent 2026 selling investors on a story that its solid oxide fuel cells are the standard for onsite AI power.…
Rich Duprey 11:20am ET
Investing
Fuel Cell Stocks Slide as High Treasury Yields Pressure Clean Energy Financing: FuelCell Drops 6%, Plug Power Falls 4%, Bloom Energy Sinks 8%
Fuel-cell stocks are under pressure Thursday as a sharp rise in long-term Treasury yields adds another challenge for capital-intensive clean energy projects. FuelCell Energy (NASDAQ:FCEL) stock is down 6% to $16.07, while…
10:13am ET
Investing
Oracle Declares Force Majeure on $165 Billion Project Jupiter Data Center
At $138.26, Oracle (NYSE:ORCL | ORCL Price Prediction) is a Hold. Bloomberg News reported that Oracle sent a force majeure notice to Blue Owl tied to Project Jupiter, the $165 billion New…
10:12am ET
Investing
Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back
Bloom Energy (NYSE:BE) is sinking in morning trading, giving back a piece of one of the year’s most explosive rallies. Shares are at $258.36, down 6%, while broad industrial and market benchmarks…
3:07pm ET
Investing
Bloom Energy Just Ripped 38% in a Month: Take Profits, or Buy More?
Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at…
11:52am ET
Investing
FuelCell Jumps 13% as House Shifts Data Center Power Costs to Operators; Plug Power Climbs 7%, Bloom Energy Rises 3%
The U.S. House of Representatives has handed on-site power generators a policy win, and fuel cell stocks are responding in force Thursday morning. The chamber passed the Ratepayer Protection Act by a…
1:59pm ET
Investing
Bloom Energy Gains 4% as S&P 500 Entry Nears; FuelCell Energy Ticks Up, Plug Power Slips
Bloom Energy (NYSE:BE) shares are climbing midday Wednesday after S&P Dow Jones Indices confirmed that the fuel cell maker will join the S&P 500 before the market opens on September 21, according…
11:55am ET
ETF
Three Stocks Are Joining the S&P 500. Will They Actually Improve VOO’s Returns?
Three new names are entering the S&P 500, swapping out brewers and homebuilders for fuel-cell technology and genomics, but whether that trade actually benefits VOO holders depends on a math problem most…
8:00am ET
Investing
Prediction: Bloom Energy Could Be the Power Stock Nobody Saw Coming
Bloom Energy has already turned in triple-digit gains while Wall Street clings to a hold rating, and a credible path to $400 a share hinges on three very specific dominoes falling in…
Vandita Jadeja 11:57am ET
Investing
Bloom Energy Falls 8% as AI Power Bid Unwinds Days Before Bloom’s S&P 500 Add; FuelCell Energy Drops 5%, Plug Power Dips
Bloom Energy (NYSE:BE) stock is down 8% to $253.72 midday Monday, as the artificial intelligence (AI) power bid unwinds days before the stock’s scheduled S&P 500 addition. The move interrupts a run…