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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA CEO Jensen Huangs admission of an affair and the boards independent investigation into reports that he was targeted by a suspected Chinese intelligence effort dominate discussion. Traders debate potential leadership, national-security and export-control risks against the view that the scandal does not change Nvidias business fundamentals, with some treating the pullback as a buying opportunity.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.11892236 USD and is down -3.62 over the last 24 hours. It is currently trading on 1894 active market(s) with $1,884,610,999.15 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRP is drawing attention amid a sharp slide alongside broader crypto weakness, with traders worried it may break key support. The community is split between buying the dip and expecting further losses; some blame political and Clarity Act uncertainty, while others point to the wider market downturn or XRPs weak price performance despite Ripple-related developments.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,200,877.25744775. The last known price of Ethereum is 2,141.49627095 USD and is down -4.09 over the last 24 hours. It is currently trading on 14297 active market(s) with $9,084,277,576.13 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Ethereum is drawing attention amid a sharp, broader crypto selloff and reports of leveraged long liquidations, with traders debating whether the drop reflects wider market weakness or a crypto-specific breakdown. Views are split between further downside and dip-buying, while some attribute the volatility to political and regulatory uncertainty and others see a rebound as underway.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Attention centers on Constellations upcoming quarterly report, with traders focused more on managements guidance than the headline results. Views are split between expectations for a strong update and concern that political uncertainty and doubts about AI-related power demand could weigh on the outlook.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp decline and broader risk-off trading are weighing on Strategy as a leveraged Bitcoin proxy. Bears warn that falling crypto prices could intensify dilution and financing concerns, with possible MSCI removal also a source of speculation, while bulls see the selloff as a buying opportunity.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after a sharp selloff alongside AI and memory stocks, amid concerns that the AI buildout could slow and memory demand may be cyclical. Traders are split between viewing the drop as a broader market unwind and arguing that demand, buybacks, and valuation support a recovery; some also debate whether Nvidia-related headlines are adding short-term pressure.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras strong Q3 results, raised outlook and expanded share-repurchase authorization are driving a sharp rebound. Bulls point to continued AI and data-center power demand, while some traders say the rally understates the results and others remain concerned about Texas policy risks and whether projected data-center demand will materialize.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,109,709. The last known price of Bitcoin is 75,069.21675003 USD and is down -0.79 over the last 24 hours. It is currently trading on 12776 active market(s) with $16,756,193,523.71 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins steep, multiweek decline and break toward key support levels dominate the discussion, with traders citing heavy selling and leveraged liquidations. Sentiment is split between calls for further downside and buyers arguing the selloff may be a shakeout or bear trap; claims tying the drop to unrelated headlines remain speculation.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNR is drawing attention as crypto weakness, including concerns around the Binance security incident, has weighed on Ethereum and the companys ETH-treasury shares. Traders criticize BMNR for falling harder than ETH and press management for more buybacks, while bulls argue its discount to asset value offers an opportunity.

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Nuclear ETFs in Spotlight as Google and Constellation Sign 3.6 GW Deal 

Google and Constellation's 3.59-GW nuclear deal signals a long-term industry shift, putting nuclear ETFs in focus as AI drives demand for reliable power.

Has Nuclear Energy Trade Seen Its Bottom? What Jan Van Eck Sees In The Constellation-Google Deal

Equity

Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.

Trump Unveils $200B South Korean Investment Push Across US Energy Projects

In a Truth Social post, the U.S. president said that South Korea’s President Lee Jae Myung had agreed to invest $200 billion in America under a strategic and trade investment deal agreed upon last year.

OKLO Stock: UBS Cuts Price Target, But This Government-Backed Nuclear Project Could Be Key Catalyst

UBS remains cautious on Oklo’s valuation but sees its U.S. government-backed nuclear projects as important steps toward demonstrating future deployment opportunities.


Bet on These Nuclear ETFs to Ride the AI Data Center Boom Now 

AI data centers are driving a power-demand surge, reviving nuclear energy, while nuclear ETFs offer diversified exposure to the industry.

NNE Stock Heads For Best Month In 2026: So Why Is Wall Street Slashing Price Targets?

Nano Nuclear stock is up 23.57% so far in August, slightly beating May’s 23.5% returns already. 

Beyond Oil: Energy ETFs Worth Investing in for Long-Term Growth

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

US-Saudi Sign Landmark Atomic Deal: A Game Changer for Nuclear ETFs?

US-Saudi nuclear deal could reshape the energy landscape. See how nuclear ETFs may offer diversified exposure to companies positioned to benefit.

OKLO, XE, SMR, NNE, UEC Stocks Tumble On Thursday: AI Made Nuclear Stocks Market Darlings – Now Investors Want Proof

Oklo, X-Energy, NuScale Power, Nano Nuclear Energy and Uranium Energy lost between 8% and 9% on Thursday due to a combination of valuation concerns, profit-taking, and AI-related worries. 

Why Nuclear ETFs Are Emerging as a Compelling Investment Theme

AI energy demand, energy security and policy support are fueling a nuclear renaissance. ETFs like NLR & NUKZ stand to benefit.

VanEck ETF Trust - VanEck Uranium Nuclear Energy ETF

Neutral Sentiment

<ul class="summary-bullets"><li>In an interview with CNBC, he said the nuclear energy trade has “really been suffering” of late, partly due to political concerns relating to data centers.</li><li>However, the recent Constellation-Google deal is likely to reverse that trend, as shown by the bounce in nuclear stocks on Tuesday.&nbsp;</li><li>Google and Constellation Energy agreed to a 20-year deal to add 890 megawatts (MW) of nuclear capacity to the PJM grid, backed by $4.3 billion in new investment.</li></ul>Van Eek Funds CEO, Jan van Eck, believes that the nuclear trade may have seen its bottom with the recent deal between Constellation Energy (CEG) and Alphabet Inc.’s (GOOG, GOOGL) Google, likely to spark a bounce back.&nbsp;In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=CpMg0KIbwc4">interview</a> with CNBC, he said that while semiconductor companies have had a solid year on the back of artificial intelligence, the AI 2.0, i.e., the supporting ecosystem for AI such as the independent power producers, have not had a similar run.The nuclear energy trade has “really been suffering” of late, partly because of political concerns about data centers, the CEO said.&nbsp;“I actually think today is a great day. Maybe, maybe we've seen the bottom here with the Constellation deal,” he added.&nbsp;&nbsp;<h2 class="st-heading-2">CEG-GOOG Deal Sparks Nuclear Rally</h2>On Tuesday, Google and Constellation Energy agreed to a 20-year deal to add 890 megawatts (MW) of nuclear capacity to the PJM grid, backed by $4.3 billion in new investment.Following the announcement,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ceg-vst-tln-jump-google-s-power-deal-sparks-a-nuclear-rally/cZDtQh2RBlL">nuclear stocks jumped</a>.&nbsp;<a href="https://stocktwits.com/symbol/CEG">CEG stock</a> rallied more than 12% at close. Meanwhile, shares of&nbsp;<a href="https://stocktwits.com/symbol/VST">Vistra Corp. (VST)</a> rose nearly 11%,&nbsp;<a href="https://stocktwits.com/symbol/TLN">Talen Energy (TLN)</a> jumped more than 12%,&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo Inc. (OKLO)</a> climbed by over 7%,&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power (SMR)</a> rose more than 4%, and&nbsp;<a href="https://stocktwits.com/symbol/NNE">NANO Nuclear Energy (NNE)</a> gained more than 6% at close.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/NLR">VanEck Uranium Nuclear ETF (NLR)</a> rose about 5.5%.The gains follow a lackluster year for the nuclear trade, with most of the above stocks posting negative returns year-to-date.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261007_063330713_d5e8b21428.png" alt="koyfin_20261007_063330713.png" width="2400" height="1500"></figure><h2 class="st-heading-2">The Time Of The AI 2.0 Trade&nbsp;</h2>Jan van Eck said that “maybe the fears have been fully baked into the market” for the supporting AI businesses, such as power infrastructure.&nbsp;“I'm not predicting exactly the day, but look at the bounce today, I think. And we just need one nuclear power plant to be permissioned,” he noted.He clarified that while the prediction markets think there is less than a 10% shot that the power trade reversal happens this year, he noted that “when that happens, the dry spell for the AI 2.0 trade will be over.”<h2 class="st-heading-2">What Does Retail Think About Nuclear Stocks?</h2>On Stocktwits, retail sentiment around CEG and VST was ‘extremely bullish’ at the time of writing, while it was ‘bullish’ for TLN and NLR.&nbsp;Meanwhile, sentiment around OKLO and NNE was ‘neutral,’ while SMR was trading in the ‘bearish’ territory.&nbsp;One user noted the CEG-GOOG deal,&nbsp;<a href="https://stocktwits.com/FlightDirector/message/665864471">saying</a>, “$OKLO $SMR $SPY $GOOG $CEG Huge validation for the sector… advanced nuclear names to follow.”Another user&nbsp;<a href="https://stocktwits.com/NRAB/message/665875929">said</a>, “AI IS BECOMING AN ENERGY TRADE,” while citing the deal. “$CEG is up roughly 14% today. The AI buildout isn’t just about who makes the chips anymore. Somebody has to keep the data centers running,” they added.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this aerial view, the shuttered Three Mile Island nuclear power plant stands in the middle of the Susquehanna River.

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

VanEck Uranium Nuclear Energy ETF

Nano Nuclear Energy Inc.

Oklo Inc.

NuScale Power Corp

Talen Energy Corp

Up more than 1% 

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Down more than 1%

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Current Price	$88.44
Prev Close	$84.71
Open	$86.48
Dividend Yield	N/A
50-Day Moving Average	$103.41
Beta	N/A
Avg. Volume	485,444.01
PE Ratio	N/A

52-Week High	$165.21
52-Week Low	$83.01
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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