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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Reports that Microsoft is winding down an Oracle AI-cloud capacity rental deal dominate discussion, with traders connecting the news to Oracles selloff and questioning demand for its data-center buildout. Some argue the deal is limited or old and that capacity can be resold; others see it as a warning about customer concentration, backlog quality, and debt-funded AI spending.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings weaker-than-expected Q3 results and sharply reduced full-year outlook, tied largely to heavy investment in its Predictions business, triggered a steep selloff and criticism of management. Traders debate whether that spending and competition from Kalshi and Polymarket will undermine profitability, while bulls argue the core sportsbook is still growing and Predictions could pay off over time.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Anticipation of the FDAs decision on Capricors Duchenne muscular dystrophy therapy deramiocel is driving discussion, with bullish traders citing HOPE-3 upper-limb data and support from trial investigators. Others warn approval is uncertain given regulatory concerns, while heavy short-interest and call-option activity fuel squeeze speculation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts decision not to expand a Texas data-center agreement with Nscale, alongside wider discussion of AI compute contracts and buildout delays, has put its AI spending plans in focus. Traders debate whether slower infrastructure spending could ease capex pressure and support cash flow or instead signal weakening AI demand; the news has coincided with sharp swings in the stock and broader tech shares.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a sharp selloff and perceived underperformance versus other chip stocks, as traders debate whether fears of slower AI data-center spending, regulatory uncertainty, and reliance on a few hyperscaler customers justify the decline. Some see the drop as an overreaction and are buying on the strength of Broadcoms AI business, while others expect further weakness across the semiconductor sector.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multi-year agreement to supply engines, license propulsion technology, and provide engineering support for AST SpaceMobiles planned heavy-lift rocket is driving attention and a sharp rally. Traders view the deal as a major validation of Fireflys engine business and a boost to its funding and backlog, while some question execution, the cash-and-stock payment mix, and ASTs rocket-development timeline.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs better-than-expected quarterly results and raised full-year revenue outlook are driving attention, with traders pointing to strong growth and a larger backlog. Bulls see evidence of commercial momentum, while skeptics question cash burn, acquisition-driven revenue and continued dilution.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons sharp selloff follows a Q3 earnings miss and a lower full-year revenue outlook, with federal procurement delays cited as a headwind. Traders are divided between buying the dip on the companys growth prospects and waiting for further declines, while many question its still-high valuation.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate is under pressure amid a broader selloff in memory and storage stocks, despite strong reported results and upbeat guidance. Traders debate whether the decline reflects profit-taking and concerns about slowing margin growth, valuation, and the cyclical durability of AI-driven storage demand, while bulls view the pullback as excessive given ongoing demand for data-center storage.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

A strong Q3 earnings report, upbeat outlook and expanded share-buyback authorization sparked a sharp rebound, as investors reassessed AppLovins AI-driven advertising growth after a steep decline. Bulls see the move as a re-rating, while skeptics warn it may be overextended and vulnerable to profit-taking.

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Oklos Q3 results and business update, alongside a manufacturing agreement for future reactor components, are fueling a sharp rebound after a steep decline. Traders disagree on whether the news marks meaningful progress or a temporary bounce, pointing to the companys pre-revenue status, long deployment timeline, dilution concerns, and high valuation.

The move appears tied to Oklos Q3 results and business update, with traders focusing on an agreement with U.S. Forged Rings to reserve manufacturing capacity for Aurora reactor components. The financial reaction was mixed, as some traders cited an EPS and revenue beat while others criticized the small revenue base and ongoing cash use.

Oklo Q3 2026 Earnings Call Transcript

Oklo (NYSE:OKLO) reported third-quarter financial results on Friday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

Oklo Inc. Q3 Loss Climbs

(RTTNews) - Oklo Inc. (OKLO) revealed Loss for its third quarter of -$41.75 million...

Oklo Inc. (OKLO) Reports Q3 Loss, Lags Revenue Estimates

Oklo Inc. (OKLO) delivered earnings and revenue surprises of +3.45% and -1.17%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Oklo Publishes Third Quarter 2026 Financial Results and Business Update

Oklo Inc. (NYSE: OKLO) (Oklo or the Company), an advanced nuclear technology company, today published its financial results and business update for the third quarter ended September 30, 2026. Oklo will host a conference call today, November 6, 2026, at 8:30 a.m. Eastern Time (5:30 a.m. Pacific...

Oklo, U.S. Forged Rings Partner to Advance Domestic Manufacturing for Future Aurora Powerhouse Deployments

Oklo Inc. (NYSE: OKLO) (Oklo or the Company), an advanced nuclear technology company, today announced a strategic manufacturing agreement with U.S. Forged Rings, Inc. (USFR) to support the long-term deployment of Oklo's Aurora powerhouses through access to planned domestic manufacturing capacity...

NuScale's Modular Reactors Offer Flexible Clean Energy Supply

SMR's NRC-approved reactor technology, passive safety features and expanding commercialization plans position it to serve rising industrial electricity needs.

Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. BWX Technologies

Key PointsNuclear energy stocks are crashing...

Mine, Enrich, Build, Operate: Which Link in the Nuclear Supply Chain Is the Best Stock Right Now?

Key PointsYou can buy a company like Oklo, which wants to build SMRs, or a uranium producer like Cameco, if you want nuclear exposure...

The SPAC Sponsor Behind Lucid and Oklo Is Taking Agility Robotics Public on Nov. 5. Here's What Those 2 Stocks Did in Their First 90 Days.

Key PointsAgility Robotics has a large backlog but is generating little revenue...

The Zacks Analyst Blog Highlights Oklo, Talen Energy and NuScale Power

Oklo faces rising development costs and a history of earnings misses ahead of Q3 results. Explore how Aurora project progress, expanding manufacturing capabilities and fuel supply initiatives shape its outlook.

This account has been verified as an official OKLO representative.

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Oklo inc.

$OKLO Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.22 down -10.00% YoY
• Reported revenue of $1.86M
• Oklo expects 2026 operating cash use of $120M to $150M and cash used for property, plant and equipment purchases during 2026 of $400M to $500M.

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Oklo Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.22 down -10.00% YoY
• Reported revenue of $1.86M
• Oklo expects 2026 operating cash use of $120M to $150M and cash used for property, plant and equipment purchases during 2026 of $400M to $500M.

This account has been verified as an official STOCKTWITS representative.

Stocktwits Earnings

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale 

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Wedbush gave Oklo a $36 price target and Nano Nuclear an $18 target, both with ‘Outperform’ ratings.&nbsp;</li><li>Wedbush gave NuScale an ‘Underperform’ rating and $5 price target, citing a lack of funded reactor orders.</li><li>All three stocks face steep year-to-date losses and weakening retail sentiment.&nbsp;</li></ul><p>Oklo Inc. (OKLO) and Nano Nuclear Energy Inc. (NNE) stocks are drawing attention after Wedbush initiated coverage with ‘Outperform’ ratings, citing rising electricity demand from AI infrastructure as a potential long-term growth driver for nuclear energy. However, the firm took a bearish stance on NuScale Power Corp. (SMR), citing concerns over its commercial progress.</p><p>While Nano Nuclear stock traded over 4% lower overnight, ahead of Tuesday, Oklo and NuScale Power stocks edged down 0.4% and 0.7%, respectively.&nbsp;&nbsp;</p><h2 class="st-heading-2">Wedbush Sees Long-Term Potential In Nuclear Energy</h2><p>Wedbush analyst Seth Basham launched coverage of six companies in the advanced nuclear space, reflecting growing interest in the sector as AI infrastructure and rising electricity consumption create new opportunities for nuclear power.</p><p>Wedbush believes the nuclear industry could benefit from a prolonged investment cycle as power demand increases alongside AI development and broader electrification. The firm also sees newer reactor technologies as an opportunity to improve the financial appeal and safety profile of nuclear energy projects.</p><p>Among the companies receiving positive assessments,&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo stock</a> earned an ‘Outperform’ rating with a $36 price target, implying a 53% upside potential from the stock’s last close.&nbsp;<a href="https://stocktwits.com/symbol/NNE">Nano Nuclear stock</a> also received an ‘Outperform’ recommendation, with an $18 target implying 64% upside potential.</p><h2 class="st-heading-2">NuScale Faces Commercialization Concerns</h2><p>However, Wedbush differed on&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power stock</a>, initiating coverage with an ‘Underperform’ rating and a $5 price target, implying a 6% downside potential.</p><p>Although NuScale holds a regulatory advantage through its small modular reactor design certification from the U.S. Nuclear Regulatory Commission, Basham questioned its commercial progress. The analyst pointed out that the company has yet to secure a binding order backed by financing for its reactor modules despite nearly two decades of operations.</p><p>The firm's assessment also highlighted the cancellation of the Carbon Free Power Project in 2023, which it identified as NuScale's only meaningful customer opportunity.&nbsp;</p><h2 class="st-heading-2">NNE, SMR, OKLO Stocks: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around OKLO stock remained ‘extremely bearish’. NNE stock slipped to ‘neutral’ from ‘bullish’, while sentiment around SMR stock dropped to ‘bearish’ from ‘bullish’</p><p>So far this year, SMR, NNE and OKLO stocks have declined between 54%&nbsp; and 67%.&nbsp;&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-aehr-stock-surging-10-overnight/cNGQD0rR95a">Why Is AEHR Stock Surging 10% Overnight?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of Oklo Inc. (NYSE: OKLO), a nuclear energy company developing advanced fission power plants. (Photo illustration by Cheng Xin/Getty Images)

Oklo Inc. (OKLO) and Nano Nuclear Energy Inc. (NNE) stocks are drawing attention after Wedbush initiated coverage with ‘Outperform’ ratings, citing rising electricity demand from AI infrastructure as a potential long-term growth driver for nuclear energy.

OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale

Wedbush sees growth prospects in advanced nuclear energy but is doubtful of NuScale’s ability to secure orders. 


Nano Nuclear Energy Inc.

NuScale Power Corp

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Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

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Traders are intensely debating whether current price levels near book value represent a structural bottom or a continued slide toward lower support.

Investors are closely watching upcoming quarterly results for catalysts, hoping for concrete news on project execution and potential dilution relief.

Skepticism grows as shareholders express frustration over persistent executive stock selling patterns coinciding with major price depreciation.

Bullish investors argue that long-term AI data center demand ensures a vital role for nuclear energy, regardless of short-term volatility.

Unusual volume indicates significant market participant interest, with conflicting activity between call buying for a rebound and aggressive put hedging.

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