Wall Street heads into Wednesday with a full slate of catalysts after the S&P 500 closed at a record high on Tuesday. The stocks to watch: Option Care Health, which surged roughly 33% on reports of a $5.8 billion take-private by McKesson and Clayton Dubilier & Rice, first reported by the Financial Times.
Constellation Energy jumped about 12% after Google signed a 20-year nuclear power agreement - 890 megawatts of new capacity plus 2,700 megawatts of supply, representing roughly $4.3 billion in investment - as Big Tech's AI-driven electricity demand keeps rewriting the power sector. Vistra and Talen rallied on the same theme.
In chips, Marvell rose about 10% after an investor-day forecast hike, while AMD drew a Citi price-target raise to $800. After the closing bell, traders will parse earnings from Applied Digital and Levi's - and at 2:00 p.m. ET, the release of the Federal Reserve's meeting minutes for fresh clues on the rate path.
As always, these are reported market moves and scheduled events, not recommendations. The market's record run has been powered by a narrow set of AI and power-infrastructure names - and Wednesday's calendar will test whether that momentum has room to run.
