Nike's Out of the S&P 100. Three AI Names Are In.
S&P Dow Jones Indices' quarterly rebalance, effective before Monday Sept 21's open, replaces Nike (down 78% and roughly $200B in market cap from its Nov 2021 peak, after 18 years in the index), Honeywell Aerospace, Simon Property Group and Colgate-Palmolive in the S&P 100. Three of the four incoming names — Arista Networks, Dell Technologies and SanDisk — are already on AllFactsAI's own 72-stock AI investable list; Bloom Energy, an AI-datacenter power name, joins the S&P 500 the same day.
Receipts
- primaryhttps://press.spglobal.com/2026-09-04-Bloom-Energy,-Illumina,-and-Everpure-Set-to-Join-S-P-500-Others-to-Join-S-P-100,-S-P-MidCap-400,-and-S-P-SmallCap-600
- alsohttps://www.bloomberg.com/news/articles/2026-09-04/bloom-energy-illumina-everpure-to-join-s-p-500-in-september
- alsohttps://www.tipranks.com/news/the-fly/dell-palo-alto-arista-sandisk-to-be-added-to-sp-100-at-open-on-9-21-thefly-news
- alsohttps://fortune.com/2026/09/08/nike-stock-plummets-sp500-market-cap-index/
- alsohttps://www.forbes.com/sites/jimosman/2026/09/06/nike-stock-fell-78-and-sp-100-exit-may-mark-capitulation/
- alsohttps://finance.yahoo.com/markets/stocks/articles/nike-exits-p-100-index-111450130.html
Flagged:S&P Dow Jones Indices announced both sets of changes (S&P 500 additions and S&P 100 additions/deletions) in one release on Sept 4, 2026, effective before the open on Monday, Sept 21, 2026 — corroborated independently by Bloomberg (which broke the S&P 500 side the same day) and TipRanks/The Fly (S&P 100 side). Nike's decline figures vary slightly by source and by which measure is used: peak-to-trough market cap loss is reported as ~$200B (Fortune, Yahoo, arithmetically consistent with the commonly cited $264B Nov-2021 peak vs ~$57B today) and as high as $220-230B elsewhere; the percentage decline (78%, from a $179.10 peak to ~$38) is the most consistently repeated figure across Fortune, Yahoo and Forbes and is what the card uses. Nike is NOT leaving the market — it remains in the S&P 500, only exiting the tighter S&P 100. Of the four S&P 100 additions, Arista Networks, Dell Technologies and SanDisk are already covered in this site's own aiStocks.ts 72-name investable universe (src/data/aiStocks.ts); Palo Alto Networks is not, and is left off the card's own stat count for that reason — the '3 of 4' figure names only the three already on our list.