Major Movers
Published
The S&P 500 ETF (SPY) is up 0.6%. Utilities lead all sectors at +2.6%, powered by Constellation Energy +15.1% after Google signed a contract for 890 MW of nuclear power, with PSEG +4.2%. Technology adds 0.8%, led by Corning +6.7%, Broadcom +4.8% and AMD +3.6%, while Seagate -9.0%, Western Digital -6.9% and KLA -4.2% weigh on the group. Materials rise 0.9% on Corteva +12.0%. Consumer Staples gain 0.7% on Lamb Weston +10.3%. Industrials add 1.1%, led by Quanta Services +5.4%. Health Care slips 0.3%, dragged by Moderna and Repligen, both -6.3%.
Growth factors outpace value: S&P 500 Growth +0.8% versus S&P 500 Value +0.4%, with WisdomTree Quality Growth +1.1% and High Beta +0.9% atop the factor board.
Among other sector ETFs, the Uranium ETF jumps 5.5% and the Telecommunications ETF gains 2.1%, both tracking the broader power and nuclear-demand bid seen in utilities.
Power-linked names dominate the broad gainers list, consistent with the day's nuclear and data-center power theme, while chip-adjacent names lead decliners.
- Talen Energy +13.2%
- Ciena +11.3%
- Vistra +11.1%
- Nebius Group +9.3%
- NRG Energy +8.8%
- DexCom -3.9%
- Teradyne -3.0%
- Skyworks Solutions -3.0%
- Fox -2.6%
- Copart -2.5%
The VanEck Uranium and Nuclear ETF rises 7.0% and the VanEck Data Center Supply Chain ETF gains 3.1%, both tracking the power-infrastructure theme behind the day's Constellation and Google nuclear supply agreement.