There was a clear divide in stocks tied to the AI trade when it came to the best and worst performers on the S&P 500 (SPX). Marley Kayden discusses Constellation Energy (CEG) and its stock surge thanks to a new deal with Alphabet (GOOGL). Marvell (MRVL) rallied on its new ambitious growth plan. Meanwhile, Seagate (STX) and Western Digital (WDC) sold off over competition around a certain acquisition.