Tuesday’s tape had two distinct engines, and both were real. South Korea unveiled a $1 trillion investment plan spanning semiconductor fabrication and AI data centers, with SK Group, GS Group, and Naver committing a combined $356 billion to data center build-out. The read-through was immediate: Vertiv surged 9.1%, ASML added 5.65%, and GE Vernova jumped 6.56% as the market priced in another leg of demand for power, cooling, and lithography capacity. AMD rode the same current to a 7.68% gain even without a company-specific headline — this was sector-wide repositioning around a fresh, credible demand signal, not noise in a single name.

The second engine was AeroVironment, which posted 133% revenue growth and tore through the drone and autonomous systems complex. AVAV itself ripped 18.76%, and the sympathy trade lifted the entire cohort — JOBY, ACHR, and LUNR all closed green. That is a genuine earnings catalyst, not a rotation story, and it is the cleanest single-stock print of the week.

Not everything rode the wave. Digital Realty fell 5.77% after Blackstone priced a 12.3-million-share secondary offering at $185 — supply pressure, not a demand problem, but the kind of overhang that weighs on a REIT for a few sessions. Equinix slipped in sympathy. The single most important tell from Tuesday: capital is chasing the AI infrastructure buildout, but it’s now savvy enough to separate genuine capacity expansion (Korea, AVAV) from equity-supply mechanics (DLR). Watch whether that discipline holds through the rest of the week.

AVAV $165.07 (+18.76%) — AeroVironment’s 133% revenue growth print was the standout number of the week, and it dragged the broader drone complex higher with it. This is a real earnings catalyst, not sympathy noise, and the cleanest single-stock story on the tape.

VRT $334.82 (+9.07%) — Vertiv rallied on South Korea’s $1 trillion semiconductor and AI data center investment plan, with $356 billion committed by SK Group, GS Group, and Naver specifically toward data center build-out. This is a new, concrete demand signal for cooling and power infrastructure.

AMD $580.91 (+7.68%) — AMD moved with the broader chip complex on the same Korea infrastructure news, without a distinct company catalyst of its own — a sign capital is rotating into the group, not just one name.

AVAV · VRT · AMD · GEV · ASML · DLR · EQIX · TSM · CEG · JOBY

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