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
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.
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.
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%.
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.
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.
BE Coverage
Bloom Energy Is Up 157% in 2026: Take Profits, or Hold On for the Ride?
Few companies sit closer to the race to power AI data centers than Bloom Energy (NYSE:BE). Bloom Energy shares have climbed 157% year to date (YTD) to $223.03, a run that leaves…
Bloom Energy Retreats 4% as AI Power Trade Unwinds; Caterpillar Slides 3%, Generac Slips
Artificial intelligence’s power trade is slowing down, and Bloom Energy (NYSE:BE) shares are taking the hardest hit among the equipment makers tied to data center electricity demand. Bloom Energy stock is down…
Bloom Energy Got Good News From Oracle and Fell Anyway. Is It Time to Buy?
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares trading at stratospheric multiples and the next earnings report days away,…
Jim Cramer Calls the Chip Trade Broken, but Semiconductors Are Still Up 62% in 2026
Jim Cramer declared chips a broken trade and software the new king of AI, but the numbers behind his argument depend entirely on where you start the clock. One hedge fund collapse,…
The Bloom Energy Bull Case Just Got a Lot More Interesting
Bloom Energy shares have already surged over 200% this year, yet Wall Street's consensus target barely budges. A closer look at the numbers reveals why one specific price could still be achievable…
Bloom Energy Tumbles 8% Even as UBS Lifts Its Price Target to $350; FuelCell Energy Slides 8%, Plug Power Drops 3%
A raised analyst price target wasn’t enough to support Bloom Energy (NYSE:BE) stock, and the selling has spread across fuel cell and hydrogen names. BE stock is at $269.16, down 8% this…
FuelCell Tumbles 12% as Its Finance Chief of 15 Years Steps Down; Bloom Energy Dips, Plug Power Slides 3%
The finance handoff at FuelCell Energy (NASDAQ:FCEL) drew a rougher verdict. It is drawing a far rougher market verdict than the rest of the fuel cell group, even with a reaffirmed profit…
FuelCell Surges 11% on Fit Energy’s Pennsylvania Data Center Plan; Bloom Energy Climbs 4%, Plug Power Barely Budges
A Pennsylvania data center announcement just sent one fuel cell stock soaring while leaving its closest rivals almost completely cold, and the reason behind that split reveals something important about how this…
FuelCell Jumps 7%, Bloom Energy Climbs 3% as Hydrogen Stocks Rally; Plug Power Sits Out
Money is flowing into onsite power generation names as a group, and FuelCell Energy (NASDAQ:FCEL) stock is leading the advance. FuelCell stock has climbed 7%, reaching $17.68 in the afternoon session. Also,…
Plug Power Advances 4% on Electrolyzer Supply Agreement; Bloom Energy Sinks 3%, FuelCell Energy Treads Water
Plug Power (NASDAQ:PLUG) stock advanced 4% to $1.99 on Wednesday after the company signed a 280 MW electrolyzer supply agreement with Arcadia eFuels. Bloom Energy (NYSE:BE) shares fell 3% to $281.56, while…
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…
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…
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…
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…
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,…