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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

Jensen Huangs acknowledgment of an affair with a woman reportedly suspected of ties to Chinese intelligence, and Nvidias board investigation, dominate discussion. Traders debate whether the episode creates national-security or leadership risks, while others dismiss it as personal drama with no demonstrated impact on company fundamentals.

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

A sharp selloff in AI and semiconductor stocks, fueled by concerns that political shifts could slow data-center expansion and by doubts about the durability of AI spending, dominates discussion of SanDisk. Traders are split between viewing the memory-stock rebound as a potential recoveryciting demand and buybacksand warning that cyclical risks and a weaker AI buildout could prolong the decline.

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 for its sharp, volatile decline amid weakness in Ethereum and broader crypto markets, with traders saying the stock has underperformed ETH and questioning the companys treasury strategy. Bulls point to the discount to asset value and share buybacks as potential support, while skeptics argue buybacks may not offset dilution or the falling value of its crypto holdings.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention after a sharp semiconductor selloff, with traders questioning whether AI and data-center spending can deliver sufficient returns amid financing concerns and possible regulatory headwinds. The community is split between viewing the decline as an oversold buying opportunity and warning that the AI trade remains under pressure and losses could continue.

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Why Is Uranium Energy (UEC) Down 11.8% Since Last Earnings Report?

Uranium Energy (UEC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Is It Worth Investing in Uranium Energy (UEC) Based on Wall Street's Bullish Views?

Based on the average brokerage recommendation (ABR), Uranium Energy (UEC) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

UEC Q4 Earnings Call Highlights Production Ramp and U.S. Strategy

Uranium Energy is scaling US uranium output with added Christensen Ranch capacity, Burke Hollow ramp-up and Ludeman development while preserving price exposure.

Uranium Energy (UEC) Reports Q4 Loss, Beats Revenue Estimates

Uranium Energy (UEC) delivered earnings and revenue surprises of -75.00% and +89.44%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Nuclear Energy Stocks Rally as Demand for Reliable Clean Power Grows

Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.

UEC Gears Up to Report Q4 Earnings: What's in Store for the Stock?

Uranium Energy's Q4 fiscal 2026 revenues are expected to rise, but higher operating expenses may offset gains and leave the uranium miner with a loss.

Is Uranium Energy (UEC) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Uranium Energy (UEC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

NuScale Advances Key Safety Component Toward SMR Commercialization

SMR advances SMR commercialization as NuScale and MillenniTEK fabricate boron-oxide pellets for its passive emergency core cooling system.

NuScale Power Deploys AI to Accelerate Next-Generation Nuclear SMRs

SMR is pairing nuclear expertise with purpose-built AI to speed information retrieval and support advanced reactor deployment.

LEU's Q2 Earnings Beat, Revenues up Y/Y on Strong Uranium Sales

Centrus Energy beats Q2 earnings and revenue estimates, but higher administrative and technology costs sharply compress margins.

Uranium Energy Corp. engages in the provision of uranium and titanium mining and related activities, including exploration, pre-extraction, extraction, and processing of uranium concentrates, and titanium minerals. It operates through the following geographical segments: Wyoming, Texas, Saskatchewan, and Others. The company was founded by Alan P. Lindsay and Amir Adnani on May 16, 2003 and is headquartered in Corpus Christi, TX.

Uranium Energy Corp

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

Equity

Neutral 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.

X-Energy Inc

Up more than 1% 

Flat to up 1%

Flat to down 1%

Down more than 1%

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	-$0.04	--	--	N/A
Q4 '26	-$0.04	-$0.12	-200.00%	MISSED
Q3 '26	-$0.03	-$0.11	-272.87%	MISSED
Q2 '26	-$0.03	-$0.03	4.07%	BEAT
Q1 '26	-$0.01	-$0.02	-53.23%	MISSED

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