Stock Movers

Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Google parent Alphabet (GOOGL) agreed to buy nuclear power from Constellation Energy Corp. in a 20-year power-purchase agreement that will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors. The agreement will add 890 megawatts of new reactor capacity and the electricity will start arriving on the grid as soon as 2028, with Constellation shares rising as much as 15% in New York. The deal is part of a trend of tech companies investing in nuclear energy to support their operations, with other companies such as Amazon.com Inc., Walmart Inc., and Microsoft Corp. also signing agreements with Constellation and other nuclear power producers. Constellation shares rose as much as 15% in New York, in biggest intraday jump since April, while Alphabet’s stock fell as much as 0.5%.

- Marvell Technology (MRVL) shares rise as much as 11%, the most intraday since late August, after the company raised its revenue guidance for fiscal year 2028 to $20 billion, topping the average analyst estimate.

- Empire State Realty Trust (ESRT) is trading higher by 4.7% on Tuesday after a 13D filing late Monday showed Bruce Schanzer’s Erez Asset Management took a 10-million-share (5.8%) stake in the office landlord, calling the stock undervalued.
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On this episode of Stock Movers:
- Nike (NKE) shares fall after the company was downgraded to sell from hold at Berenberg, which sees another 19% downside for the shares amid challenges with its position in the sportswear market and in China. Analyst Nick Anderson says “Nike appears to have accepted a smaller place in sportswear,” with a “proliferating number of challengers across increasingly fragmented local and category niches”
- P&G (PG) shares rise. Procter & Gamble Co. shares are up after Evercore ISI upgraded the maker of consumer products to outperform from inline, citing an improved growth outlook going forward.
- Chevron (CVX) shares gain. A US ban on diesel exports could result in higher prices in some parts of the country as well as causing issues with other nations that rely on American supplies, Chevron Corp. Chief Executive Officer Mike Wirth said on Tuesday.
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On this episode of Stock Movers:
- Constellation Energy (CEG) shares rise. Google parent Alphabet Inc. agreed to buy nuclear power from Constellation Energy Corp. in a 20-year power-purchase agreement that will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors.
- Advanced Micro Devices (AMD) shares gain. The chipmaker’s CEO predicted “very high” chip demand over the next few years. Separately, analysts raised their price targets on the stock, citing growth from AI agent products.
- Seagate (STX) shares plunge. Seagate Technology Holdings Plc and Toshiba Corp. are competing to acquire TDK Corp.'s magnetic-heads business for hard-disk drives. The acquisition is expected to be worth as much as several billion dollars and would give the winning bidder a critical part of the supply chain.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt.
- Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey.
- SpaceX (SPCX) shares are the most actively traded in the premarket as NASA is close to announcing a bulk purchase of rocket launches to fuel its $30 billion drive to build a permanent base on the moon for humans to live and work. It also made Elon Musk a trillionaire once again.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey.
- Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt.
- Seagate Technology Holdings (STX) shares are moving on news it and Toshiba are competing to acquire TDK Corp.'s magnetic-heads business for hard-disk drives. A deal would give the winner more pricing power and could limit the ability of its rivals to ramp up output in the increasingly important AI data center landscape.
- Nike (NKE) is moving on after it was downgraded to sell from hold at Berenberg, which sees another 19% downside for the shares amid challenges with its position in the sportswear market and in China.
See omnystudio.com/listener for privacy information.