Company News for Oct 7, 2026

Nuclear power and healthcare M&A drove the biggest single-stock moves on Oct. 7, with CEG up 12.3%, VST up 10.8%, and OPCH surging 32.7%.

CEG jumped 12.3% after Google signed a $4.3 billion nuclear power deal. The agreement ties a major tech buyer directly to nuclear generation, and the market priced it as a significant revenue event for CEG.

VST gained 10.8% after the Department of Energy committed $4.2 billion for nuclear facility upgrades. The size of the commitment, nearly matching the Google-CEG figure, gave the nuclear trade a second catalyst in the same session. Interpretation: the two announcements together likely reinforced each other, pulling capital toward nuclear-exposed names.

OPCH soared 32.7% on acquisition news from McKesson and Clayton, Dubilier & Rice. A move of that magnitude reflects the market pricing in a takeover premium tied to the two named buyers.

AMD rose 2.8% on plans to boost chip production in 2027 for AI demand. The gain was modest next to the other three, but the announcement extends AMD's production outlook into next year.