AI infrastructure spending is increasingly colliding with the physical limits of power, financing, and data-center capacity. At the same time, dealmaking remains active across healthcare, delivery, and private capital as companies keep placing large strategic bets.
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Futures at a Glance📈
Futures are lower after another record-setting session, as rising oil prices and Treasury yields temper enthusiasm around AI and the upcoming earnings season. Traders are also waiting for today’s Fed minutes for clues on whether policymakers are leaning toward another rate hike this year.
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What to Watch
Earnings (Aftermarket):
· Levi Strauss & Co. [LEVI]
· Applied Digital Corporation [APLD]
· Richardson Electronics, Ltd. [RELL]
· Resources Connection, Inc. [RGP]
Earnings (Time Not Supplied):
· J. W. Mays, Inc. [MAYS]
Economic Reports:
· FOMC meeting minutes: 2:00 pm
· Consumer credit (August): 3:00 pm
Market Pulse
Wall Street is sitting at fresh records as oil and Treasury yields stabilize, with AI megacaps and semiconductors powering the latest S&P 500 and Nasdaq highs.
U.S. domestic demand remains strong despite higher borrowing costs, with August imports hitting a record and the trade deficit widening 13.7% as capital-goods spending accelerated.
AI & Infrastructure
Blackstone-backed AirTrunk is investing another $1 billion in Japan to expand its 300-plus-megawatt Inzai data center campus for growing AI computing demand.
SpaceX is reportedly seeking $40 billion in financing led by Apollo to fund purchases of Nvidia AI chips through a mix of loans and investment-grade debt.
Power & Industry
Google signed a massive 3.6-gigawatt power agreement with Constellation Energy, supporting more than $4.3 billion of investment in nuclear upgrades and additional electricity supply.
South Korea unveiled a $747 billion energy transition plan through 2035 to expand renewables and develop green industries including EVs, hydrogen steel, and carbon capture.
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Deals & Healthcare
McKesson and CD&R agreed to acquire Option Care Health for $5.8 billion in a take-private deal targeting home and alternate-site infusion services.
Uber is buying corporate catering platform ezCater for $2.3 billion to strengthen its fast-growing delivery business and expand further into higher-value workplace food orders.
Capital & IPOs
Bain Capital and GIC are exploring an IPO or sale of Japan’s WHI Holdings at a potential valuation of roughly $3.2 billion.
Australian data center operator Firmus is completing its $5 billion institutional IPO bookbuild as investors weigh its rapidly rising valuation against booming demand for AI infrastructure.
The VIX spikes above 30 overnight. Buy the dip, or stay in cash until it cools off?
Movers and Shakers
Neogen [NEOG]: Premarket Move: +12%
Neogen surged after first-quarter earnings and revenue comfortably beat Wall Street expectations. Revenue rose 6.5% to $222.8 million, with core growth accelerating to 8.1%, while adjusted EPS of $0.08 topped the $0.05 consensus, giving traders fresh evidence that the food and animal safety company’s turnaround is gaining traction.
Penguin Solutions [PENG]: Premarket Move: +7%
Penguin Solutions jumped after record fiscal fourth-quarter results showed AI data-center demand accelerating across its business. Revenue surged 68% to $567 million, adjusted EPS reached $1.00, and memory sales climbed 158%, while management raised its fiscal 2027 revenue outlook to $2.43 billion.
BitMine Immersion Technologies [BMNR]: Premarket Move: −3%
BitMine slipped as traders weighed continued weakness in Ethereum against the company’s rapidly expanding crypto treasury. BitMine now holds more than 6 million ETH, but the position remains several billion dollars underwater based on its estimated average purchase cost, leaving the stock highly sensitive to swings in Ethereum even as the company continues accumulating tokens.
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Everything Else
⚡ Seven stocks are already quietly building toward the kind of market leadership the Magnificent Seven once had, with strong fundamentals and growing influence already showing up in the data.
🚗 Uber agreed to buy catering platform ezCater for $2.3 billion, expanding its push into higher-margin corporate food delivery.
🩺 Becton Dickinson pledged $19 billion in U.S. investment in exchange for protection from future tariffs on covered medical products.
🎬 Paramount Skydance completed its $110 billion Warner Bros. Discovery merger, creating a much larger Hollywood and streaming player.
🧪 Option Care Health surged after announcing an acquisition deal, making it one of the standout individual stock movers in Tuesday’s session.
💻 PTC remains in focus after agreeing to a $22.6 billion takeover by Schneider Electric, one of the largest software deals announced this year.
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