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AMD, CEG, MRVL, OPCH, FCEL were among the stocks seen trending on Tuesday, Oct. 6, 2026.
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An analysis of a diversified $5,100 investment across five AI infrastructure semiconductor stocks (Nvidia, AMD, Broadcom, TSMC, and ASML) projects a potential 75% return by 2030, reaching approximately $8,900. The projection is based on analyst EPS estimates and forward P/E multiples, with each company positioned to benefit from the growing AI infrastructure market expected to reach $2.3 trillion by 2032.
The S&P 500 hit a record high Tuesday, but only 15 of its 504 stocks did too. The median member trades 25% below its own peak.
Citigroup analyst Atif Malik maintains Advanced Micro Devices (NASDAQ:AMD) with a Buy and raises the price target from $575 to $800.
FuelCell stock rose 14% as Google’s nuclear deal highlighted soaring AI power demand.
Constellation Energy stock surged 12.31% after signing a comprehensive power deal with Alphabet. The agreement includes a 20-year, 890-MW power purchase agreement and a 15-year, 2,700-MW PPA to supply nuclear power to Alphabet's AI data centers in the PJM grid region. Constellation will invest $4.3 billion to expand nuclear capacity, while Alphabet will use Google Cloud's Gemini Enterprise to help optimize power production efficiency.
The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.