Tuesday’s Big Stock Stories to Watch in the Next Session

​Nvidia’s Mega Bet
Nvidia hit another all-time high after announcing a $100 billion partnership with OpenAI to build out 10 gigawatts of AI data centers. That’s the energy equivalent of New York City on a scorching summer day. The stock, once an $86 bargain back in April, closed at $183.61.

Vistra Keeps Climbing
Vistra continues to shine, with shares up 102% in the past year and another 15% in September alone. The energy giant, once overlooked, has become one of Wall Street’s favorite plays as investors double down on power stocks.

Energy Sector Heats Up
It wasn’t just Vistra. Constellation Energy gained 5%, while NRG jumped 4%, both extending strong September runs. Utilities ended the day as the second-best sector in the S&P, showing the market’s hunger for steady power plays.

Data Centers in Demand
On the infrastructure side, Iron Mountain surged 4.6%, the Global X Data Center ETF gained 2.3%, and Digital Realty Trust added 1.5%. The surge reflects rising demand for storage, servers, and the backbone of the AI boom.

Banks Hit Fresh Highs
The Bank of New York Mellon closed at a record high, adding almost 7% in the past month. Citigroup isn’t far behind, back to levels not seen since 2008, with shares up 47% this year.

Cramer Bets on Boeing
Jim Cramer revealed his charitable trust scooped up Boeing. Despite being down 8% this past month, the stock is still up 20% in 2025. With overseas jet orders piling in, Cramer called it “too good to ignore.”

CleanSpark’s Crypto Boost
CleanSpark expanded its Bitcoin-backed credit facility with Coinbase Prime, sending its shares up 5% after hours. The miner bills itself as a greener alternative in the crypto world.

Crypto Retreats
It wasn’t a great day for tokens. Bitcoin dropped 2.4%, Ether slid 7%, Solana tumbled 7%, and Dogecoin lost 8.6%. Still, all remain sharply higher year-over-year, with Dogecoin up a jaw-dropping 126%.

What’s Next: AutoZone, Micron, Palantir
- AutoZone reports earnings in the morning; shares are up 13% since last quarter.
- Micron reports in the afternoon, up 33% since last earnings despite a recent dip.
- Palantir, celebrating a year in the S&P 500, is up 382% since inclusion and nearly doubled in the last six months.