TLDRMajor U.S. indexes reached all-time highs as declining oil prices and softening Treasury yields boosted investor sentiment.Nvidia’s market capitalization edged closer to the $6 trillion milestone amid sustained AI enthusiasm.Uber Technologies announced a $2.3 billion cash acquisition of corporate catering service ezCater.Constellation Energy shares rallied over 13% following a landmark 3.59-gigawatt electricity supply pact with Google.Brent crude oil dropped approximately 2% to roughly $98.50 a barrel, reducing inflation pressures.American equity markets surged to unprecedented levels on Tuesday. Declining energy costs combined with retreating bond yields provided a favorable backdrop for the rally.Ongoing enthusiasm surrounding artificial intelligence technologies further fueled the advance. The S&P 500 index rose to approximately 7,841 points.The Nasdaq Composite also established a new all-time peak. The Dow Jones Industrial Average added more than 350 points throughout the trading session.Every one of the 11 S&P 500 sector groups posted gains on Tuesday. Market participants demonstrated widespread confidence spanning multiple industries beyond technology alone.Nvidia Approaches $6 Trillion Market CapNvidia continued to anchor the market’s upward momentum. The stock advanced approximately 1% during Tuesday’s session.The gain brought the semiconductor giant’s total market capitalization within striking distance of $6 trillion. Nvidia has emerged as the defining symbol of AI infrastructure investment.Technology corporations continue allocating substantial capital toward processors and computing facilities. Demand for advanced computing capabilities remains robust throughout the sector.The technology sector overall benefited from optimistic earnings projections. Wall Street analysts anticipate S&P 500 company profits will surge more than 30% compared to the same quarter last year.Artificial intelligence spending represents a primary catalyst for that anticipated expansion. Market observers are awaiting confirmation through forthcoming quarterly results.Uber Acquires ezCater in $2.3 Billion DealUber Technologies captured attention with a major acquisition announcement on Tuesday. The ride-sharing and delivery giant reached an agreement to purchase American corporate catering service ezCater for $2.3 billion in an all-cash transaction.The acquisition bolsters Uber’s competitive standing in workplace meal delivery services. ezCater processed over $2.5 billion in total gross bookings during the preceding twelve months.The typical business catering order placed through ezCater’s platform surpasses $400. Uber intends to integrate ezCater’s operations with Uber Eats and Uber for Business divisions.The acquisition represents an effort to narrow the competitive distance with DoorDash in the American food delivery market. Delivery services accounted for approximately 37% of Uber’s total revenue during the second quarter.The ezCater transaction provides Uber with an additional revenue stream. The move arrives as market participants also monitor how autonomous vehicle technology might reshape Uber’s core ride-hailing operations in coming years.Constellation Energy Rallies on Landmark Google Power AgreementConstellation Energy emerged as one of Tuesday’s most impressive performers. The stock jumped over 13% following announcement of a substantial contract with Google.Google committed to purchase 3,590 megawatts of electrical power from Constellation. The agreement ranks among the most significant power purchase contracts executed in the United States grid infrastructure market.Approximately 890 megawatts of supply will originate from enhanced nuclear generation facilities. Constellation has committed to investing more than $4.3 billion toward expanding output capacity at atomic power stations located in Illinois, Pennsylvania, and New Jersey.An additional 15-year supply contract encompasses another 2,700 megawatts of generation capacity. The agreement highlights an emerging investment theme across financial markets.Artificial intelligence is evolving into an energy infrastructure story alongside its semiconductor narrative. Massive data processing centers require reliable, continuous electrical supply.This dynamic generates demand for utility operators and nuclear power plant companies. Energy infrastructure businesses are capturing investor interest parallel to chipmakers.Declining Crude Oil Prices Support Market RallySoftening energy commodity prices provided additional momentum for equities on Tuesday. Brent crude declined nearly 2% to settle around $98.48 per barrel.U.S. West Texas Intermediate benchmark crude retreated to approximately $88 per barrel. Petroleum prices have weakened as Middle Eastern crude oil shipments normalize.G7 nations are simultaneously preparing a coordinated emergency release from diesel and crude petroleum reserves. This initiative has contributed additional downward momentum to energy prices.Declining oil prices carry significance for equity markets because energy expenses directly influence inflation dynamics. Falling crude costs can alleviate financial pressure on households and corporations.Lower energy prices may also provide the Federal Reserve with greater flexibility regarding monetary policy decisions. Investors will continue monitoring petroleum price movements carefully in upcoming weeks.The post Constellation Energy Soars 13% on Record 3.6-Gigawatt Google Power Agreement appeared first on Blockonomi.