Regime gate's open, SPY and QQQ sit 8% and 13% above their 200-day, but VIX popped 6.5% the same day both indexes printed records, and fear-greed's price-strength and breadth components both read extreme fear (2, 2.6) under a 72 momentum score, so it's a narrow rally wearing a broad one's clothes.
VST's up 10.8% and CCJ's up 6.4% on nuclear-power sector reflation, no stop or target in range for either and no earnings inside four sessions, so this is cushion building, not a decision point.
CEG is the mover worth watching even unheld, up 12.3% on a real catalyst, a 20-year Google PPA for 3.59 GW including 890 MW of new nuclear uprates and $4.3B of Constellation capex, and it's the same complex lifting your VST and CCJ.
10Y's at 5.33% and 30Y's at 5.71%, both through the line market-thesis.md named as the point the Treasury buyback intervention failed, so the rate break the thesis called the live risk is still running underneath the index highs, with Fed minutes due today.
* Option credits exceed half the cost of that position, so true basis is real but its percentage return is not. P&L is every dollar including options and dividends; the small figure under it is the share move against broker basis.
1.3% above the 38.2% fib at $371.07 · crossed the 38.2% up since the last scan
Abnormal movers503 names scanned
VSTVistra CorpUtilities· 3.6x normal$160.50+10.8%Nuclear-power sector reflation off the Google-Constellation deal, compounding Tuesday's $4.2B DOE nuclear loan to Vistra's own fleet.
CIENCienaTelecom· 3.1x normal$443.65+13.8%Beat-and-raise on optical, 60-70% growth guide, stock up 14%. CFO sale same day is a scheduled 10b5-1, not a signal.
STXSeagate TechnologyHardware· 2.2x normal$805.63-9.2%No confirmed driver. Down 9.2% with other storage names also red, reads like a hard-drive/storage sector reset, not company-specific news.