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Market Data Table

Breakfast News: Nuclear Is the New Fuel

October 6, 2026

Monday's Markets
S&P 500 7,774 (+0.66%)
Nasdaq 27,477 (+1.05%)
Dow 51,268 (+0.18%)
Bitcoin $85,726 (-0.36%)

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1. Nuclear Gets Its Swagger Back

Chart comparing the revenue performance of Constellation Energy, BWX Technologies, and Vistra over the past decade.

One of the most powerful energy stories in history is unfolding right now. For decades, the nuclear energy industry struggled to find buyers. Today, tech giants are locking in multiyear, multibillion-dollar nuclear deals to fuel their artificial intelligence (AI) build-outs. Monday gave us absolute proof of the boom.

The latest nuclear deal flow: Alphabet (NASDAQ:GOOG) is reportedly nearing a multiyear, $1 billion-plus deal to buy nuclear power from Constellation Energy (NASDAQ:CEG), the largest nuclear-energy operator in the U.S. and a Team Hidden Gems and Team Rule Breakers recommendation. Rival Vistra (NYSE:VST), meanwhile, snagged a conditional $4.2 billion loan commitment from the Department of Energy. Defense is in the race, too. U.S. naval reactor monopoly and Team Rule Breakers recommendation, BWX Technologies (NYSE:BWXT), will supply its BANR reactor for the G7's first transportable nuclear plant.
Full-chain upside for investors: AI data centers don't just want power. They need 24/7, uninterrupted, carbon-free baseload capacity. Solar and wind are intermittent, leaving nuclear as the best energy alternative. This isn't just a bet on new reactor builds. Plant owners can monetize current assets, extend plant lives, and deploy entirely new reactor designs. That's a multi-decade runway across the full nuclear value chain.

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2. TSMC Soars to Record on Musk's Terafab Talk

Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest chipmaker, could help operate Elon Musk's massive chip factory, Terafab. Musk replied to a tech journalist's report on X: "Just discussions, but something may come of it." A potential deal sent the Team Hidden Gems recommendation soaring to all-time highs of $485.80 by Monday's close, up 2.75%.

This fits a build-out already underway: TSMC is mid-way through a multiyear U.S. expansion, with plans to spend $265 billion. Getting a factory to churn out working chips takes years of practice, and that's TSMC's whole business. Discussions for Terafab validate TSMC's lead in manufacturing technology.
Intel's role is the open question: Intel (NASDAQ:INTC) joined Terafab in April, presumably to handle some of the chipmaking. TSMC circling the same project sent Intel shares down more than 2% on Monday. We'd worry if Terafab work were to visibly shift from Intel to TSMC, but then again, there's insatiable demand for chips. Intel is still outperforming the S&P 500 by 132% since the February 2026 Stock Advisor recommendation by Team Hidden Gems.

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3. Nvidia Hits New Record, Eyes $6 Trillion

Nvidia (NASDAQ: NVDA) stock cruised to a fresh intraday record yesterday, pushing its market cap to $5.78 trillion and within sight of $6 trillion. The surge lifted the Nasdaq Composite to its own record high, with Meta (NASDAQ:META) and other tech names joining the rally.

High yields, no dent yet: The 10-year Treasury yield sits near 5.3%, a multiyear high that typically pressures expensive growth stocks by raising the rate used to discount future profits. AI names have still climbed, though. Citi (NYSE:C) strategist Beata Manthey asks whether earnings will prove resilient or stocks will eventually need to correct. For now, the analyst sides with resilience.
Watch the circular deals: Some investors argue that Nvidia's circular financing deals are inflating AI demand. After all, Nvidia's own money helps fund customers who buy its chips. TMF Chief Investment Officer Andy Cross isn't worried, stating, "I don't think this is like the house of cards crumbling or anything like that." He adds, "I don't know of a bank that does the profit picture that Nvidia does. I would say that it's not a bank. It doesn't give me pause, really, for the AI build-out."

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4. Two Defense Giants, One Missile Boom

Team Hidden Gems recommendation Boeing (NYSE:BA) builds the guidance seekers that let the PAC-3 missile from Lockheed Martin (NYSE:LMT) find and hit incoming threats. Yesterday, Lockheed, a Team Rule Breakers recommendation, awarded Boeing a seven-year, $14.7 billion contract to triple that production. The PAC-3 MSE is the interceptor inside the Patriot air defense system, built to take down ballistic missiles, cruise missiles, and aircraft.

This rides a bigger wave: In July, the U.S. Army awarded Lockheed up to $58.6 billion, the largest PAC-3 deal ever, after conflicts in Iran and Ukraine drained U.S. missile stockpiles. Boeing's seeker deal is part of that buildup.
On a roll: The latest deal deepens Boeing's role in the Patriot missile supply chain while Lockheed benefits from a major production ramp. In January, Lockheed agreed with the Department of War to more than triple PAC-3 output to 2,000 a year from about 600. For Boeing, this production boost reinforces its defense segment as a steady counterweight to the commercial aircraft ramp.

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5. Cheap Aisles, Rich Returns

Team Hidden Gems has a 5-year price prediction of $93.72 for BBB Foods (NYSE: TBBB), about 80% above today's $52.20. Team Rule Breakers has a 5-year price prediction of $89.55. Our two teams have recommended the Mexican grocer 13 times since March 2025, and every one of those buys sits in the green.

Wall Street sees a retailer with a widening net loss. We see a founder-led discounter that takes share from Mexico's supermarket giants one neighborhood at a time.

Losses that build stores: A new store burns cash for months before it earns any, and BBB Foods opened 155 stores last quarter alone. All that up-front spending shows up as a loss on its income statement, and investors who stop there miss how well those stores perform once they're open. Revenue grew about 39% year over year in the second quarter of 2026 on 16% higher same-store sales, so older locations are getting more productive while new ones pile on.
Skin in the game: Anthony Hatoum founded BBB Foods in 2004 and still leads it, and insiders own about 62% of the stock. Both teams want leaders with skin in the game, and Hatoum wins or loses alongside investors on every new lease he signs.

With 3,624 stores in a country of 130 million people, BBB Foods has years of building left in its home market. We'll gladly accept a few more years of red ink while this chain plants stores across Mexico.

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6. Today's Question!

Which megatrend are you most bullish on right now, and why?

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