The AI power trade that sent Bloom Energy surging 165% this year is now reversing hard, and whether the selloff is a brief pause or a warning signal depends on one uncomfortable question about data center spending.
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 (BE) closed at $236.30 in the latest trading session, marking a -1.27% move from the prior day. The stock’s change was less than the S&P 500’s daily gain of 0.33%. Elsewhere, the Dow saw an upswing of 1.08%, while the tech-heavy Nasdaq appreciated by 0.08%.
Shares of the developer of fuel cell systems witnessed a loss of 11.36% over the previous month,
» Read more about: Bloom Energy (BE) Stock Dips While Market Gains: Key Facts »
It’s no mystery how ETF issuers make money: they charge a fee on the assets they manage. For the most part, EFs have been an unfetterd good for investors, and indeed, I’d wager that for almost any given exposure,
» Read more about: Who's Really Making Money in ETFs? »
The semiconductor industry has been attracting attention recently along with the evolution of AI.
There are many attractive companies such as NVIDIA, TSMC, and Broadcom.
Semiconductors are essential, supporting not only AI but also various fields such as smartphones, automobiles, and data centers.
I am also interested in semiconductor stocks myself.
October 16, 2026 (Fri) | Market Compass
5:30 Edition / Market data is as of 5:35 in the attached image
US stocks showed a rebound, and Nikkei futures exceeded the most recent spot price.
However, the NASDAQ 100 and semiconductor stocks fell,
The latest COLA bump for the US’s 71 million Social Security recipients will also affect the over six million veterans receiving disability compensation — though some are worried the historic increase still won’t be enough to keep up with rising everyday costs.
The newest cost of living increase for 2027 was announced yesterday by Frank J.
The 2027 Social Security COLA hands the average retiree a raise, but three dividend ETFs can stack income on top of that check in ways the adjustment never could. The catch is that each one comes with a risk Social…
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Meta and Apple, Longtime Foes, Team Up to Put Open-Weight AI on Macs
The partnership gives developers a new way to run sophisticated AI without renting computing power from the cloud.
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Nvidia’s Huang Says CoreWeave Doesn’t Need a Backstop
CoreWeave stock is dropping again Thursday but backer Nvidia say it doesn’t have to step in to stem the bleeding.
Something unusual is happening in the financial markets as a record pile of cash builds on the sidelines, and it raises an uncomfortable question about how long stocks can hold their value when safe alternatives start paying real yields.
Wall Street is facing an increasingly uncomfortable combination of rising inflation, elevated interest rates,
» Read more about: Investors Just Parked Nearly $8 Trillion in Cash. Is a Stock Market Crash Next? »
Always be prepared, but stay the course.
The Shiller P/E ratio is at its highest level since the dot-com bubble era.
Stock market crashes have always been a part of the stock market cycle, and that will continue.
