Geothermal Energy, Utilities and Oil & Gas Lead Today's Stock Gainers · Sep 1, 2026

Which US stocks moved most on September 1, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 761.72 ▼ −0.5% - Nasdaq 100 (QQQ) 707.64 ▼ −0.4% - Russell 2000 (IWM) 290.63 ▼ −2.9% - Dow (DIA) 527.74 ▼ −1.4%

2. Biggest movers, grouped by what drove them

♻️ Geothermal Energy — Fervo Energy signed a record-breaking geothermal power deal with Google, marking the largest such agreement ever made. - FRVO +28.4% — Fervo Energy Company ⚡ Utilities — California lawmakers killed a wildfire bill, removing uncertainty around utility financing and liability concerns. - EIX +8.9% — Edison International - PCG +5.9% — PG&E Corporation - SRE +3.1% — Sempra 🛢️ Oil & Gas — Energy stocks rallied as U.S. resumed strikes in the Strait of Hormuz, supporting oil prices. - CRK +11.1% — Comstock Resources, Inc. - PBR +5.0% — Petróleo Brasileiro S.A. - Petrobras - VIST +4.7% — Vista Energy, S.A.B. de C.V. - BP +3.7% — BP p.l.c. - CNQ +3.5% — Canadian Natural Resources Limited - AR +3.5% — Antero Resources Corporation - SU +3.3% — Suncor Energy Inc. 💊 Healthcare — CVS rallied as Medicare users rushed to purchase discounted obesity drugs at CVS and Walgreens. - EXEL +4.1% — Exelixis, Inc. - CVS +3.9% — CVS Health Corporation - TGTX +3.3% — TG Therapeutics, Inc. 📹 Consumer Tech — GoPro stock surged after agreeing to a merger with Starman Optical, pivoting toward AI technology. - GPRO +40.4% — GoPro, Inc. 📈 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - SSM +77.4% — Sono Group N.V. - FLYE +60.6% — Fly-E Group, Inc. - BIAF +44.5% — bioAffinity Technologies, Inc. - RDAC +41.4% — Rising Dragon Acquisition Corp. - LIDR +27.8% — AEye, Inc. - MMED +10.7% — MiniMed Group, Inc. - CNH +5.8% — CNH Industrial N.V.

3. What drove the upside

- Google Just Locked Up the Largest Geothermal Power Deal Ever Made. - PG&E Stock, Edison International Rise as California Lawmakers Kill Wildfire Bill - Oil Stocks Hit New Highs After U.S. Resumes Strikes in Strait of Hormuz - 200,000 Medicare users sprint to CVS and Walgreens to snatch up $50 obesity drugs — millions more are still missing out

4. What weighed on it

- CRWV −3.6% — CoreWeave, Inc. - CRCL −6.4% — Circle Internet Group - One group moved with no news attached — flow, not a catalyst.

5. How this was built

Warrants and leveraged ETFs were removed before grouping — they crowd out the underlying names they track. 50 tickers survived that filter. Every number here comes from market data. The theme names and the one-line explanations are written from the day's headlines — where a group moved with no headline behind it, we say so rather than inventing a reason. This is an observation of what moved, not advice and not a recommendation. This tells you where attention went today; it does not tell you what happens next.