Bloom Energy generated nearly $350 million in single-session options volume on September 8, with calls outnumbering puts by 50% and the stock jumping 11%, according to CNBC Halftime Report's Oliver Renick, reporting from the Cboe in Chicago. The $300 call expiring September 11 traded 17,296 contracts against open interest of just 1,795, while the $280 call moved 9,140 contracts and the $272.50 put traded 4,541 lots on open interest of 63. A House Clerk periodic transaction report filed in August discloses that Nancy Pelosi's spouse purchased Bloom Energy Class A shares and call options in late July, the household's first disclosed position in the name, with congressional filings reporting only broad dollar bands rather than execution prices. Between that late-July purchase and the September 8 options surge, Bloom Energy was named to the S&P 500 in the quarterly rebalance announced by S&P Dow Jones Indices, a move that drives mechanical buying by passive funds. Bloom closed at $269.28 on September 9, then traded near $260.60 early on September 10, down 3.22% on the session, and is up 199.92% year to date and 373.82% over one year with a market cap near $76.93 billion. Q2 revenue reached $1.065 billion, up 165.52% year over year, and CEO KR Sridhar told analysts that Bloom will not be the bottleneck and delivers power at AI speed.
Bloom Energy CorpArticle reports an options-volume surge and Pelosi's disclosed purchase with no stated fundamental cause; the S&P 500 inclusion is a passive-fund flow event, not a product driver.
