Check out the companies making headlines before the bell: Constellation Energy , Alphabet — Alphabet shares rose about 0.5%, while Constellation Energy jumped more than 6%, after Google announced a major long-term power agreement with the power company. Google will buy power tied to 890 megawatts of new nuclear capacity, alongside a separate 2,700-megawatt supply agreement, supporting more than $4.3 billion in new Constellation investment. Option Care Health , McKesson — Shares of Option Care surged more than 20% following a report in the Financial Times that health care services company McKesson and private equity firm Clayton Dubilier & Rice are in advanced talks to jointly acquire the infusion services provider in a transaction valued at more than $5 billion. McKesson stock is up 1.5%. Lennar , Berkshire Hathaway — In a regulatory filing, Berkshire Hathaway disclosed it purchased about 2.4 million shares of Lennar. Shares of Lennar gained 1.5%, while Berkshire Hathaway was fractionally higher. NeoGenomics — Shares rose 5% after the company announced its succession plan, with current President and COO Warren Stone taking the helm from Tony Cook in January 2027. NeoGenomics also announced preliminary third-quarter total revenue of $209 million, topping the $205.9 million consensus estimate, per FactSet. Advanced Micro Devices — The chipmaker rose nearly 2% after Citi raised its price target to $800, signaling more than 26% upside from Monday’s close. The bank pointed to greater CPU demand, driven by Meta’s Muse AI agent, for the target change. “AMD will be the primary beneficiary of the CPU renaissance,” Citi said. Procter & Gamble — Shares of the household goods company rose 1.2% after Evercore ISI upgraded the stock to outperform from in line. It also raised its price target to $166, from $161 previously, implying about 14% upside from Monday’s close. Corteva — Corteva shares rose nearly 3% after JPMorgan upgraded the stock to overweight from neutral. It has a $19 price target on shares, implying 53% upside from Monday’s close. The bank said Corteva’s sharper focus on crop chemicals, along with improving agricultural commodity prices, should help drive the stock higher. — CNBC’s Fred Imbert, Paulina Likos and Deena Zaidi contributed reporting
Constellation Energy, Option Care Health, Lennar, P&G and more
