Watch These 2 Energy Stocks
Oil prices have risen above $100 a barrel as the US and Iran engage in an ongoing war. This volatility arrives as investors previously shifted focus toward nuclear energy stocks like Cameco and BWX Technologies and AI-linked infrastructure plays such as Bloom Energy. While nuclear providers gained traction following Bloom Energy's entry into the S&P 500, the current geopolitical conflict between the US and Iran is now driving significant movement in the oil sector.
What changed
Oil prices surged past $100 a barrel due to fresh attacks and conflict between the US and Iran.
Live updates
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Oil Prices Surge Above $100 Amid US-Iran Conflict
Oil prices have risen above $100 a barrel as the US and Iran engage in an ongoing war. This volatility arrives as investors previously shifted focus toward nuclear energy stocks like Cameco and BWX Technologies and AI-linked infrastructure plays such as Bloom Energy. While nuclear providers gained traction following Bloom Energy's entry into the S&P 500, the current geopolitical conflict between the US and Iran is now driving significant movement in the oil sector.
Why it matters
Energy markets are reacting to a mix of AI-driven infrastructure needs and geopolitical instability. Earlier shifts saw a move toward nuclear power to support AI energy demands. Current tensions in the Middle East are now impacting global oil pricing.
Still unconfirmed
- Iran has condemned US attacks on oil tankers.
- Donald Trump claims the Iran war will end immediately after the US midterm elections.
What to watch next
- US midterm election results
- Further US or Iranian military actions regarding oil tankers
confidence 80%Sources used for this update (6)
- www.fool.com — 7 Best Oil Stocks for 2026 and How to Invest
- www.etnownews.com — US-Iran War: Fresh attacks, $100 oil and Trump’s end claim - 6 key updates
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- www.theglobeandmail.com — Small caps to watch: Groupe Dynamite, Transat, D2L and Haivision shares see volatility in Thursday trading
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Nuclear Energy Stocks Gain Interest as Bloom Energy Joins S&P 500
Cameco and BWX Technologies have emerged as key nuclear energy stocks to watch in September as the sector regains popularity. This follows recent benchmark index changes where Bloom Energy, Illumina, and Everpure were added to the S&P 500. Bloom Energy's inclusion triggered a stock price surge and transitioned the company from a speculative asset to a confirmed member of the index, reflecting its role in AI energy infrastructure. Investors are now diversifying focus toward nuclear power providers alongside these AI-linked energy plays.
Why it matters
The S&P 500 index serves as a primary benchmark for large-cap US equities. Inclusion often leads to increased institutional buying and price volatility. The shift toward nuclear and AI energy stocks indicates a broader market trend toward high-capacity power sources.
What is confirmed
- Bloom Energy, Illumina, and Everpure were added to the S&P 500 index.
- Bloom Energy's addition to the S&P 500 caused its stock price to surge.
Still unconfirmed
- Cameco and BWX Technologies are two nuclear energy stocks to buy in September.
- Nuclear energy is regaining popularity.
What to watch next
- Price action for Cameco and BWX Technologies throughout September
- Further S&P 500 index adjustments for energy sector companies
confidence 90%Sources used for this update (4)
- www.fool.com — Breakfast News: The Sunday Edition
- finance.yahoo.com — 2 Nuclear Energy Stocks to Buy in September
- finance.yahoo.com — Got $10,000 to Invest This September? These Energy Stocks Could Turn It Into $639 in Annual Income.
- www.analyticsinsight.net — 2 Days to Lock In $0.0001 Stage 1 Access: Apeing Targets Best Crypto Presale 2026 Spotlight, While SOL and AVAX Rally
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Bloom Energy Joins S&P 500 Index
Bloom Energy has been added to the S&P 500 index, triggering a surge in the company's stock price. Illumina and Everpure were also included in the index changes. Previous reports from Barron's, MarketWatch, and Yahoo Finance had identified Bloom Energy as a potential candidate for inclusion before the end of the quarter. The addition marks a shift from speculative status to confirmed membership in the benchmark index, reflecting the company's position as an AI energy play.
Why it matters
Inclusion in the S&P 500 often forces institutional funds to buy shares to track the index. This process typically increases liquidity and visibility for the added companies. The move follows a period of speculation regarding which stocks would be named to the index.
What is confirmed
- Bloom Energy was included in the S&P 500 index.
- Illumina and Everpure were also added to the S&P 500.
- Bloom Energy stock price jumped following the S&P 500 news.
What to watch next
- Market reaction to the broader S&P 500 rebalancing
confidence 100%Sources used for this update (5)
- Barron's — Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
- finance.yahoo.com — Watch These 2 Energy Stocks — S&P 500 Addition Could Come Before Quarter's End
- MarketWatch — S&P 500 changes are coming soon. These stocks could be named to the index today.
- Seeking Alpha — Bloom Energy surges on inclusion to S&P 500; Illumina, Everpure also added (BE:NYSE)
- Investor's Business Daily — AI Energy Play Bloom Energy Jumps On S&P 500 News