JELD-WEN, Shoals, Advanced Energy, American Superconductor, and Bloom Energy Shares Plummet, What You Need To Know

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What Happened?

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets. 

A Treasury yield is the return investors earn for lending money to the U.S. government. The 10-year yield is closely watched because it serves as a benchmark for many other borrowing costs, including mortgages and corporate loans. When it rises, it becomes more expensive for households and businesses to borrow, which can slow spending and investment. Higher yields can also make stocks look less attractive. When investors can earn a relatively safe return of more than 5% from government bonds, some may choose to move money out of riskier assets such as equities. 

Companies that depend on borrowing to fund growth, or whose value is based heavily on expected future profits, often feel this pressure most. Rebounding energy prices added to the strain. Higher fuel costs can raise expenses for businesses and consumers and may keep inflation elevated, which could keep upward pressure on interest rates. Taken together, the jump in yields to their highest level in roughly two decades and the rise in energy prices created a difficult backdrop for stocks across the sector, with many companies moving lower together.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Zooming In On Bloom Energy (BE)

Bloom Energy’s shares are extremely volatile and have had 101 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 8 days ago when the stock gained 4.3% on the news that the company published a report demonstrating that its 800V DC-native fuel cell architecture can cut capital expenditures and operating costs for AI data centers. In a company press release, Bloom Energy highlighted that its 800V direct-current-native fuel cell architecture can reduce non-compute capital expenditures for a one-gigawatt AI data center by $3.6 billion, representing a 27% savings compared to traditional alternating-current systems. 

Additionally, the architecture is projected to lower five-year total cost of ownership by $5.5 billion, or 9%. The design also cuts overall power use and eliminates the need for transformers, addressing key energy and infrastructure bottlenecks facing expanding AI computing facilities.

Bloom Energy is up 167% since the beginning of the year, but at $263.75 per share, it is still trading 23.7% below its 52-week high of $345.85 from June 2026. Investors who bought $1,000 worth of Bloom Energy’s shares 5 years ago would now be looking at an investment worth $13,878.

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