00:00constellation energy jumped 12.25 percent today a google power deal coincided with the rally
00:07yahoo reported that constellation and google announced two contracts totaling about 3590
00:15megawatts and cited the agreement as a factor in buying across several nuclear power stocks
00:21the move matters because it shows how enthusiasm around data center growth is reaching beyond
00:28computing hardware and into the electricity suppliers positioned to support that demand
00:35seagate technology fell 9.20 percent today as concerns about toshiba's planned hard drive
00:42expansion remained a likely factor turning from power to storage yahoo reported that toshiba
00:49planned to boost hard disk drive supply while another report said the company would spend to
00:55double production capacity the evidence points to renewed competitive supply concerns though it
01:01doesn't establish them as the sole cause of this session's decline that pressure made storage a
01:08clear weak spot within technology vistra gained 10.76 percent today with nuclear power developments
01:16cited as likely factors back on the session's stronger side yahoo linked buying in vistra
01:23and its peers to the contracts announced by constellation and google a separate yahoo report also cited a
01:304.2 billion dollars federal loan to upgrade nuclear plants across two u.s states as a factor in vistra's
01:38rally the move reinforced the market's focus on electricity capacity as part of the broader build-out
01:45supporting ai demand moderna dropped 7.75 percent today without a confirmed company-specific catalyst
01:54for the session's decline shifting to health care yahoo discussed the stock's 545 percent gain in 2026 its
02:05pipeline promise and the risk of surrendering earlier gains but the article didn't connect any of those
02:11points directly to today's sell-off the move therefore stood apart from the deal and competition related
02:18stories elsewhere in the session showing that a strong broader tape didn't lift every prominent stock
02:25against those moves all three major indexes finished higher while utilities led the sectors at 2.96 percent
02:33and health care slipped 0.15 percent in the end selective catalysts drove the sharpest moves with nuclear power
02:43enthusiasm rising while storage and moderna fell if you found this recap useful please like save and subscribe for more
