Constellation Energy rose more than 6% after Google announced long-term power deals tied to 890 megawatts of new nuclear capacity, along with a separate 2,700-megawatt supply agreement, supporting more than $4.3 billion in new Constellation investment.

Alphabet shares were modestly higher, gaining about 0.5%.

Option Care Health surged more than 20% after the Financial Times reported that McKesson and private equity firm Clayton Dubilier & Rice are in advanced talks to jointly acquire the infusion services provider in a deal valued at over $5 billion.

McKesson rose about 1.5%.

Berkshire Hathaway disclosed in a regulatory filing that it purchased roughly 2.4 million Lennar shares, with Lennar stock up about 1.5%.

NeoGenomics climbed 5% after outlining a succession plan that would see Warren Stone succeed Tony Cook in January 2027, along with preliminary third-quarter revenue of $209 million, above the $205.9 million consensus estimate.

AMD edged higher, rising nearly 2%, after Citi lifted its price target to $800, citing stronger CPU demand driven by Meta's Muse AI agent and predicting AMD as the primary beneficiary of a CPU recovery.

Procter & Gamble rose about 1.2% following an Evercore ISI upgrade to outperform and a raised target of $166.

Corteva gained almost 3% after JPMorgan upgraded the stock to overweight with a $19 target, citing a sharpened focus on crop chemicals and improving agricultural commodity prices.