What started as a mixed day ended with all four indices closing higher and the SPX tapping a new intraday record. Included in the rally: GE Aerospace (GE), which reached an 18-year high after a notable earnings beat and promise of a share buyback. Palantir (PLTR) has a path to becoming the "next Oracle (ORCL) or Salesforce (CRM)" according to Wedbush, and nuclear stocks like Constellation Energy (CEG) rallied thanks to a small-cap collaboration. Oliver Renick runs through the day's biggest stories.