Geopolitics Alpha

Notable Friday Option Activity: BE, SMCI, OXY

Published . Updated .

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Bloom Energy Corp (Symbol: BE), where a total of 136,830 contracts have traded so far, representing approximately 13.7 million underlying shares. That amounts to about 76

Directly affected

  • BE Bloom Energy

    Named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BE———————
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Bloom Energy Corp (Symbol: BE), where a total of 136,830 contracts have traded so far, representing approximately 13.7 million underlyi…

Source: Nasdaq Markets

The price since 2 Oct 2026: Bloom Energy (BE) versus the S&P 500

Since the first closing price after “Notable Friday Option Activity: BE, SMCI, OXY,” Bloom Energy (BE) is -21.11%. The S&P 500 fund (SPY) is -1.08% over the same days, a -20.03% difference versus the market.

BE
SPY

Who is named in “Notable Friday Option Activity: BE, SMCI, OXY”

Companies tied to this story

  • BE Bloom Energy

    Bloom Energy (BE) is linked, with no stored direction, high confidence in the 2 Oct 2026 story “Notable Friday Option Activity: BE, SMCI, OXY.” Reason on file: The reported development directly names BLOOM ENERGY CORP in the summary; GA resolved that company to BE

  • NVDY Yieldmax Nvda Option Income Strategy Etf

    Yieldmax Nvda Option Income Strategy Etf (NVDY) is linked, with no stored direction, medium confidence in the 2 Oct 2026 story “Notable Friday Option Activity: BE, SMCI, OXY.” Reason on file: GA selected NVDY as a RELATED security because its canonical security name directly matches this event's themes: option. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSLY Yieldmax Tsla Option Income Strategy Etf

    For “Notable Friday Option Activity: BE, SMCI, OXY,” Yieldmax Tsla Option Income Strategy Etf (TSLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSLY as a RELATED security because its canonical security name directly matches this event's themes: option. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PLTY Yieldmax Pltr Option Income Strategy Etf

    Yieldmax Pltr Option Income Strategy Etf (PLTY) is linked, with no stored direction, medium confidence in the 2 Oct 2026 story “Notable Friday Option Activity: BE, SMCI, OXY.” Reason on file: GA selected PLTY as a RELATED security because its canonical security name directly matches this event's themes: option. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SMCL Graniteshs Etf Tr 2X Long Smci

    For “Notable Friday Option Activity: BE, SMCI, OXY,” Graniteshs Etf Tr 2X Long Smci (SMCL) is linked, with no stored direction, medium confidence. Reason on file: GA selected SMCL as a RELATED security because its canonical security name directly matches this event's themes: smci. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSMY Yieldmax Tsm Option Income Strategy Etf

    For “Notable Friday Option Activity: BE, SMCI, OXY,” Yieldmax Tsm Option Income Strategy Etf (TSMY) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSMY as a RELATED security because its canonical security name directly matches this event's themes: option. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CHPY Yieldmax Semiconductor Portfolio Option Income Etf

    In “Notable Friday Option Activity: BE, SMCI, OXY,” Yieldmax Semiconductor Portfolio Option Income Etf (CHPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHPY as a RELATED security because its canonical security name directly matches this event's themes: option. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

This story

Bloom Energy (BE) is the company in “Notable Friday Option Activity: BE, SMCI, OXY,” the 2 Oct 2026 this story story.

The link for Bloom Energy (BE) is this: The reported development directly names BLOOM ENERGY CORP in the summary; GA resolved that company to BE

Yieldmax Nvda Option Income Strategy Etf (NVDY) is here too. Its reason reads: GA selected NVDY as a RELATED security because its canonical security name directly matches this event's themes: option. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Bloom Energy (BE) price range

BE traded between 215.26 and 302.32 across 20 sessions. The latest close on file is 226.12. NVDY traded between 11.63 and 13.18 across 20 sessions. The latest close on file is 11.86. TSLY traded between 20.47 and 23.19 across 20 sessions. The latest close on file is 21.46.

How solid “Notable Friday Option Activity: BE, SMCI, OXY” looks

46 out of 100

“Notable Friday Option Activity: BE, SMCI, OXY” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.