AI + Three Mile Island? | Wall Street Today

Just past 4 pm ET the $S&P 500 Index (.SPX.US)$ fell 0.19%, the $Dow Jones Industrial Average (.DJI.US)$ climbed 0.09%, and the $Nasdaq Composite Index (.IXIC.US)$ fell 0.36%.

$Constellation Energy (CEG.US)$ climbed 21%, the highest on the S&P 500 after news that $Microsoft (MSFT.US)$ struck a deal to use energy from Unit 1 of Three Mile Island for data centers to run artificial intelligence software and cloud computing. Unit 1 is next to Unit 2, the site of a partial meltdown that caused panic and evacuation of the Susquehanna River Valley in Pennsylvania in 1979. The revamped power plant at Unit 1 is expected to come online in 2028 and will generate 800 megawatts of electricity for the grid, create 3,400 jobs, and add $16 billion to the state's economy. $Vistra Energy (VST.US)$ another power generator climbed 7% on the news.

$Crude Oil Futures(FEB5) (CLmain.US)$ climbed past $71, gold and silver climbed to new highs. $Bitcoin (BTC.CC)$ hovered at $62k. The $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$ and the $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ climbed.

$FedEx (FDX.US)$ fell 14% Friday morning, the lowest on the S&P 500, after reporting weaker earnings and demand for the past quarter than estimated Thursday night. $United Parcel Service (UPS.US)$ also fell after FedEx lowered its full-year 2025 revenue guidance after its operating results fell during the "challenging quarter" due to lower demand and increased costs.

$Nike (NKE.US)$ also climbed 5% after news CEO John Donahoe was stepping down, with firm veteran Elliott Hill taking the reins on October 14th.

$Intel (INTC.US)$ climbed more than 6% Friday after a Wall Street Journal newswire line that $Qualcomm (QCOM.US)$ had reached out for a potential takeover. WSJ attributed the news to annonymous sources.

An experimental obesity pill being developed by Ozempic-maker $Novo-Nordisk A/S (NVO.US)$ showed only limited additional weight loss when taken in higher doses compared to the lowest dose tested in a mid-stage trial, the company said. Shares fell on the news and traded more than 5% lower in morning trading on Friday.

$GameStop (GME.US)$ rose 12% intraday Friday and is up some 20% year to date, after CEO Ryan Cohen agreed to pay $985,320 to settle Federal Trade Commission charges he failed to report a 2018 personal purchase of stock in Wells Fargo.

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