AI Stocks Close
🔔 AI Stocks Close — Tuesday, October 6, 2026 at 2:15 PM
Closes: SPX 7,818.93 (+0.58%) · NDX 31,076 (+0.9%) · DJI 51,521.28 (+0.49%)
Day narrative: Records again — the S&P and Nasdaq both printed fresh all-time closes as AI infrastructure names did the heavy lifting and the long end of the curve finally stopped screaming. Breadth was thin, though: three names (NVDA, AAPL, MSFT) now account for north of 21% of the S&P, an all-time concentration record.
Sectors: Best Utilities (+3.0%, nuclear-for-AI deals) · Worst Energy (roughly flat-to-lower with Brent stalling near $100)
Movers:
• CEG +15% — signed a 20-year, $4.3B nuclear supply deal to power Alphabet's AI buildout
• VST +11.8% — dragged higher in CEG's wake as the power-for-datacenters trade got re-rated
• AVGO +3.67% — AI chip demand optimism plus the reported $42B Anthropic chip-leasing facility
• AMD +2.82% — Citi to $800, Mizuho to $705, and Lisa Su saying compute demand still outruns supply
• CBRS +9.1% — Sam Altman publicly talking up the OpenAI/Cerebras inference-speed partnership
• MRVL +7.14% — big raise to long-term AI infrastructure revenue targets
After-hours / Earnings:
• Quiet tape — only a handful of small reports crossed (Constellation Brands, Penguin Solutions), with no material AI-complex reaction yet
• AI watch (not tradable): Anthropic reportedly targeting a Nasdaq listing as soon as the week of Nov. 9 at up to a $2T valuation, after closing a $65B Series H at $965B post. OpenAI has ruled out 2026, pushing any listing to 2027 at the earliest
Watchlist:
• MU $1,045.44 (-1.74%)
• NVDA $239.24 (+0.14%, +0.11% AH) — hit an intraday record $243.37
• MSFT $529.44 (+0.81%)
• GOOGL $347.70 (+0.35%)
• META $738.92 (-0.40%)
• AMZN $256.33 (+1.96%)
• AAPL $333.74 (+0.26%)
• AMD $649.57 (+2.82%)
• TSLA $380.66 (+0.51%)
• PLTR $192.07 (+1.41%, -0.13% AH)
• ARM $302.56 (-0.11%)
• SMCI $43.45 (+0.60%)
• ORCL $144.77 (+1.60%)
• SOUN $5.72 (-2.72%, +0.35% AH)
• IONQ $43.29 (+0.74%)
• BBAI $2.58 (-1.15%)
• AVGO $375.81 (+3.67%)
• CRM $224.99 (-2.09%)
• ADBE $238.12 (-0.28%)
• IBM $221.34 (-0.11%)
• SNOW $335.85 (-0.93%)
• MDB $360.78 (+0.43%)
• NET $355.41 (-1.13%)
• CRWD $278.92 (+2.29%)
• TSM $482.39 (-0.70%)
• ASML $1,833.95 (-1.39%)
Macro:
• 10-year eased to 5.27% after its highest close in 24 years; 30-year at 5.64%, still near 2002 levels
• Brent settled around $100.58 (+0.26%), WTI $89.44 — supply fears cooling but prices historically elevated
• Rate-path uncertainty moderated slightly, which is what let the AI earnings story do the talking
Tomorrow: FOMC minutes are the main event — the Street wants color on that unanimous hike vote ahead of this month's meeting. August consumer credit at 3:00 PM ET, weekly EIA petroleum data, and a thin earnings slate (Levi Strauss, Applied Digital). ASML reports Oct. 14, IBM Oct. 21.