SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff, as traders debate whether AI spending and profitability concerns signal a deeper sector correction; supply-chain worries and broader market risk also weigh on sentiment. The community is split between buying an oversold dip in hopes of a rebound and expecting further losses, with many noting that the funds 3 leverage amplifies volatility.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

An early leak of Moderna and Mercks Phase 3 melanoma-vaccine results sparked a sharp selloff, despite the combination reducing recurrence or death risk versus Keytruda alone. Traders are split between viewing the results as positive clinical progress and seeing them as short of expectations after a major run-up, with debate over valuation and prospects for the vaccine.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong quarterly results and raised full-year outlook were followed by a sharp selloff, with traders focused on negative cash flow and heavy investment in capacity amid a high valuation and broader weakness in AI-related stocks. Bulls view the spending as growth investment backed by data-center power demand, while bears question cash generation and whether expectations had become too high.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention after a steep selloff amid weakness across AI and semiconductor stocks, with traders noting no clear company-specific trigger. The debate centers on valuation and recurring insider sales versus dip-buyers who believe demand for AI data-center connectivity remains strong.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPEs sharp price rebound is driving attention, with traders celebrating the move and speculating it could gain ground on SHIB. The discussion is largely momentum-focused, while some traders question whether the rally can hold amid low-volume concerns and broader crypto-market swings.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers quarterly update is driving attention: earnings beat expectations, but revenue missed and management lowered its sales outlook as shoppers became more price-conscious and footwear promotions increased; higher earnings guidance was partly supported by tariff refunds. Traders are debating the sharp selloff despite the earnings beat, with bulls citing strong margins and buybacks while bears focus on slower growth and weaker demand.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

RYCEY is drawing attention after a sharp pullback from its recent highs, with traders debating whether the decline reflects profit-taking and broader market rotation or concerns about higher oil and jet-fuel costs and Middle East disruption to aviation. Many holders argue the companys fundamentals and buybacks remain intact, while others question the persistent selling and valuation.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express is trending on its Q3 earnings: adjusted earnings beat expectations, while revenue came in slightly below forecasts; card spending grew and credit-loss provisions declined. Traders are largely emphasizing the strong earnings and outlook, though some note the revenue miss and distinguish the reported guidance from the adjusted outlook.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech-led selloff, as traders question whether heavy AI investment will generate sufficient returns; rising oil prices and Iran-related tensions are adding inflation and risk concerns. The community is divided between expectations of further declines and dip-buying or a short-term rebound.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong earnings and upbeat outlook have been met with a sharp selloff, prompting traders to question why positive results failed to lift the shares. The debate centers on higher capital spending, potential supply growth and peak-cycle concerns, alongside broader weakness in AI- and storage-related stocks; bullish traders point to resilient data-storage demand and pricing.

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Analyst Says Standard Nuclear Is the Only Company Shipping a Key Advanced-Reactor Fuel

Needham analyst Sean Milligan initiated Standard Nuclear coverage with a Buy rating and $18 price target, citing its early TRISO supplier advantage.read more...

NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License

NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License

 Ask anyone in the nuclear business what holds up the "renaissance" and you won't hear much about reactor physics. You will hear about paperwork, fuel, and paperwork for fuel. The DOE's Deputy Secretary James Danly...

Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?

Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?

 If you only looked at the price of the fuel, you'd think the nuclear trade has never been better. Long-term uranium prices are sitting at $96/lb, an all-time record and up ~12% YTD, taking out the $95/lb high set in...

Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built

Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built

 Wall Street is largely on board with the nuclear bull case. But investor patience is thinning with an industry that is enjoying both political support and demand from deep-pocketed customers, yet still struggles to...

4 Reasons Why You Might Want to Sell OKLO Stock in September

OKLO's ambitious nuclear buildout faces a pivotal stretch as investors weigh timelines, spending needs and execution challenges.

Standard Nuclear Announces Fuel Supply Agreement with Antares Nuclear, Inc.

Standard Nuclear (NYSE: STDN) ("Standard Nuclear" or the "Company"), a reactor-agnostic producer of TRISO nuclear fuel and the only U.S. company with industrial-scale TRISO fuel fabrication facilities, today announced the execution of a binding fuel supply agreement ("FSA") for supply of TRISO fuel...

Standard Nuclear Reports Second Quarter and Year-to-Date 2026 Results

Standard Nuclear, Inc. (NYSE: STDN) (Standard Nuclear or the Company), a reactor-agnostic producer of TRISO nuclear fuel, today reported financial results for the three and six months ended June 30, 2026. This release represents the Companys first quarterly earnings report as a public company...

Portable 1MW Kaleidos Microreactor Secures Critical Nuclear Fuel Deal Through 2030s

Portable 1MW Kaleidos Microreactor Secures Critical Nuclear Fuel Deal Through 2030s

 Authored by Aamir Khollam via Interesting Engineering,

Radiant has secured a long-term source of nuclear fuel for its Kaleidos microreactor, removing a potential supply hurdle as the company prepares...

Standard Nuclear Executes Fuel Supply Agreement with Radiant for TRISO Nuclear Fuel

Standard Nuclear (NYSE: STDN) (Standard Nuclear or the Company), a reactor-agnostic producer of TRISO nuclear fuel, and the only U.S. company with industrial-scale TRISO fuel fabrication facilities announced today the execution of a new binding fuel supply agreement with Radiant Industries, Inc., a...

Standard Nuclear Appoints Seth Cohen to Board of Directors

Standard Nuclear, Inc. (NYSE: STDN) (Standard Nuclear or the Company), a reactor-agnostic producer of TRISO nuclear fuel, today announced the appointment of Seth Cohen to its Board of Directors, effective August 12, 2026. Cohen brings a distinctive combination of legal, regulatory, and federal...

Standard Nuclear, Inc. engages in manufacturing fuel and power systems for next-generation nuclear reactors. It focuses on nuclear energy, aerospace, defense, and radioisotope power systems. The company was founded by Thomas Hendrix on July 15, 2024 and is headquartered in Oak Ridge, TN.

Standard Nuclear Inc. - Ordinary Shares - Class A

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

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The decline adds to an already difficult year for nuclear energy stocks, which have dipped significantly since the start of 2026.</li><li>Truist analyst Christopher Souther recently noted that investors are increasingly looking for evidence that these companies can successfully build, license and deploy reactors on schedule.&nbsp;</li><li>Standard Nuclear (STDN), a Tennessee-based manufacturer of uranium fuel pellets, had a tepid debut on Wednesday, further highlighting skepticism in the industry.&nbsp;</li></ul>Nuclear stocks tumbled Thursday as investors continued to rotate out of some of Wall Street's most expensive AI-linked trades, signaling a shift from enthusiasm about future power demand to scrutiny of whether advanced reactor companies can actually deliver on ambitious timelines.<a href="https://stocktwits.com/symbol/oklo">Oklo Inc. (OKLO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/XE">X-Energy Inc. (XE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/smr">NuScale Power Corp. (SMR)</a>,&nbsp;<a href="https://stocktwits.com/symbol/nne">Nano Nuclear Energy Inc. (NNE)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/uec">Uranium Energy Corp. (UEC)</a> came under pressure, with the stocks losing between 8% and 9%.&nbsp;The decline adds to an already difficult year for the nuclear energy stocks that have dipped significantly since the start of 2026 despite continued enthusiasm for the nuclear space in the long-term.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260717_092742038_png_c7af075d82.webp" alt="koyfin_20260717_092742038.png" width="2400" height="1500"></figure><h2 class="st-heading-2">Nuclear Stocks: Wall Street Wants More Than AI Optimism</h2>Recently, Truist analyst Christopher Souther initiated coverage of Oklo, NuScale Power and Nano Nuclear, assigning ‘Hold’ ratings to all three companies, as per TheFly.&nbsp;The analyst noted that the sector's "first-of-a-kind projects" are now moving from concept to execution. Although customer demand and policy support remain favorable, investors are increasingly looking for evidence that these companies can successfully build, license and deploy reactors on schedule, as per the analyst.&nbsp;The comments highlight a significant shift that is underway in the market. Many of the nuclear stocks above surged in 2025 amid growing AI-driven power demand and an increasingly supportive policy backdrop in the U.S.The&nbsp;<a href="https://stocktwits.com/symbol/nlr">VanEck Uranium and Nuclear ETF (NLR)</a>, which tracks global companies in uranium mining and nuclear power generation, surged over 50% in 2025, but has lost about 15% of its value so far in 2026.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260717_094259116_png_5d10c7e421.webp" alt="koyfin_20260717_094259116.png" width="2400" height="1500"></figure>However, sentiment has soured in recent months, with markets questioning high valuations of the companies that are still years away from commercial-scale operations.&nbsp;For instance, XE stock traded at a trailing enterprise value to sales multiple of 48.4x, while that number was a whopping 91.2x for SMR.&nbsp;<h2 class="st-heading-2">AI Rout Deepens Nuclear Selloff</h2>Meanwhile, a rotation out of the AI sector has deepened the rout in nuclear stocks.&nbsp;"There's this sense that we all know AI is going to change the world in so many ways. We all know that space is big, defense is big, nuclear energy is big. All these things are big. Therefore, more and more money goes into these things and they just keep getting marked up," Everett Randle, General Partner at Benchmark,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/tbpn/status/2077864439777546412">said</a> to Technology Business Programming Network (TBPN) on Thursday.&nbsp;"The last time I felt like investors had this much of a sense of inevitability saying, 'Yes, it's expensive, it's going to get marked up in six months so therefore we should do it.' was the summer and fall of 2021. We all know how that ended up," he added.&nbsp;Randle was referring to the boom of late 2021, when investors piled into expensive growth stocks before rising interest rates triggered a sharp market correction.Fresh Nuclear IPO Highlights Industry Concerns<a href="https://stocktwits.com/symbol/stdn">Standard Nuclear (STDN)</a>, a Tennessee-based manufacturer of uranium fuel pellets, debuted on Wednesday, raising $150 million at a valuation of about $2 billion.&nbsp;However, shares of the company opened below the offering price of $15 and are currently trading about 16.7% lower.For context, Standard Nuclear, which acquired assets from a bankrupt nuclear firm in 2024, is already generating revenue and has been selected as a partner in the U.S. Department of Energy's nuclear acceleration program. However, its long-term growth remains tied to the success of advanced reactor developers such as Oklo, X-Energy, and other nuclear companies, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/standard-nuclear-energy-stock-f0e1974b">report</a> from Barron’s.&nbsp;<h2 class="st-heading-2">Cathie Wood Doubles Down On Nuclear Stocks</h2>However, not everyone is steering clear of these names. Cathie Wood’s Ark Investment Management has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-xe-stocks-rise-premarket-cathie-wood-s-ark-invest-doubles-down-on-nuclear-bets/cZZbpHqR7pQ">doubled down</a> on nuclear companies in recent weeks amidst their decline. The asset management firm has picked up significant shares in X-Energy and Oklo.&nbsp;Even on Thursday, the firm purchased 507,347 XE shares for about $7.64 million, according to the company’s trade notifications.&nbsp;<h2 class="st-heading-2">OKLO, XE, SMR, NNE, UEC Stocks: What Does Retail Think?</h2>On Stocktwits, retail sentiment around OKLO and UEC stocks was ‘neutral,’ while it was ‘bearish’ for SMR and XE stocks. NNE stock was in the ‘bullish’ territory at the time of writing.&nbsp;One user&nbsp;<a href="https://stocktwits.com/Puke_Duke/message/659283985">said</a> that days like these when stocks fall should remind traders of “fear &amp; greed." The user added that “Volatility is chaos and anarchy rules, but solvency is survival and cash is king.”<stembedurl>https://stocktwits.com/Puke_Duke/message/659283985</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DoomBot1/message/659239477">said</a>, “$OKLO $SMR another garbage day, bulls should sell before the classic -99% in fske companies or pennystocks.”<stembedurl>https://stocktwits.com/DoomBot1/message/659239477</stembedurl>A third user on SMR&nbsp;<a href="https://stocktwits.com/lakeloon123/message/659242158">said</a>, “the entire sector getting smashed and all gaps filled.”<stembedurl>https://stocktwits.com/lakeloon123/message/659242158</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nuclear Power Plant. Credit: Stock photo, Getty Images, Micha Pawlitzki

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 Did OKLO, XE, SMR, NNE, UEC Stocks Tumble On Thursday?

VanEck Uranium Nuclear Energy ETF

Nano Nuclear Energy Inc.

Oklo Inc.

NuScale Power Corp

Standard Nuclear Inc.

Uranium Energy Corp

X-Energy Inc

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Cautiously bearish

Very bearish

Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

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Current Price	$12.31
Prev Close	$12.73
Open	$12.02
Dividend Yield	N/A
50-Day Moving Average	$13.02
Beta	4.72
Avg. Volume	714,615.49
PE Ratio	N/A

52-Week High	$17.34
52-Week Low	$7.05
Market Capitalization	$142.53M
EPS (Annual)	-$0.0967
Price to Book	-24.84
Revenue Per Employee	$50,646.21

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