Constellation Energy jumps 12.1% at the open while storage stocks slide
As seen on the 24/7 Wall St. homepage on October 6, 2026.
Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.
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Constellation Energy was the standout mover at the October 6 open, jumping to $300 and posting the largest percentage gain across the priority names tracked. Nuclear-adjacent names followed its lead, with NuScale Power also advancing, a sign the bid is sector-wide.
Semiconductor and optical connectivity names rose together at the open, with Marvell Technology up 6.2%. Traders are pricing a shared AI infrastructure tailwind across the group.
Storage and memory were the clear drag at the open, led by Seagate's 6.3% decline, the steepest on the losers list. SanDisk, Micron and SK hynix fell alongside it, making the weakness sector-wide.
With Constellation holding a double-digit gain at the bell, the nuclear energy trade is commanding attention that investors with exposure to either side of this divide cannot ignore.