The top 10 things we're watching in the stock market Tuesday

Group 1 - The S&P 500 and Nasdaq closed at record highs, driven by tech stocks, particularly Nvidia, following its $100 billion investment in OpenAI for AI data centers [2][3] - Nvidia's shares were slightly down after reaching a record high, but Evercore ISI raised its price target for Nvidia to $225 from $214, citing low earnings estimates from the market [3][4] - Other companies benefiting from the OpenAI deal include GE Vernova and Eaton, which are expected to see increased demand for energy due to the rise in computing power [4] Group 2 - Jefferies downgraded Vistra from buy to hold, lowering its price target to $230 from $241 due to delays in the Comanche nuclear deal [5] - Orsted's shares rose after a U.S. judge allowed the company to resume construction of an offshore wind farm previously halted by the Trump administration [6] - Wells Fargo upgraded CoreWeave to buy from hold, raising its price target to $170 from $105, anticipating benefits from Nvidia's agreement to purchase excess capacity through 2032 [7] Group 3 - The FTC's lawsuit against Amazon is set to begin, alleging the company deceived customers regarding Prime subscriptions [8] - Citi analysts believe Meta Platforms' smart glasses could reach a "tipping point" next year, maintaining a buy rating with a price target of $915 [9] - U.S. lawmakers discussed a potential Boeing deal with Chinese leaders, with Boeing having a significant manufacturing presence in Washington [10]