‘Big Short’ Investor Steve Eisman Says Forget the AI Hype — These 6 ‘Picks and Shovels’ Stocks Could Be the Real Winners

Stock Market Today, Oct. 6: Marvell Stock Is Up as the Company Raises FY2028 Revenue Outlook to $20 Billion

Marvell Technology stock surged 5.81% on October 6, 2026, after the chipmaker raised its FY2028 revenue guidance to $20 billion (up from $18 billion) and announced a FY2031 target of $70-90 billion in sales with EPS of $30+. The strong guidance reflects robust demand for custom AI chips and networking equipment for data centers, supported by Nvidia's $2 billion investment partnership announced earlier in the year.

Watching Artista Networks; Hearing Investor Business Daily SwingTrader Buys Stock

Shares of data center infrastructure-related companies are trading higher after Google and Constellation energy announced a 20-year partnership to bring 890 MW of nuclear power online, which helps underpin strong demand for future compute buildout. Also, Baird initiating coverage of Modine Manufacturing with an Outperform rating and a $300 price target further supports the sector.

Billionaire Philippe Laffont’s $1.2 Billion Constellation Bet Gets a Google AI Boost

Google’s 20-year power deal gives Constellation Energy a fresh AI catalyst as billionaire Philippe Laffont’s Coatue holds a $1.2B stake.

Nvidia Made The AI Trade Crowded. These 3 ETFs Are Playing What Comes Next

Nvidia may have led the AI boom, but the next leg could be infrastructure. These 3 ETFs are positioned for the $1.7T AI data-center buildout

Why GE Vernova Stock Trounced the Market Today

GE Vernova stock surged nearly 4% after Oppenheimer analyst Colin Rusch named it the top stock pick in the power engineering sector. The analyst cited strong growth driven by AI infrastructure buildout and President Trump's executive order banning Chinese bulk power equipment imports, which gives GE Vernova significant pricing power and competitive advantage.