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TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to fresh 52-week highs ahead of the Q3 report is drawing attention, with traders focused on BRIUMVIs sales growth and possible guidance updates. Buyout and short-squeeze theories are circulating but remain speculation; the upcoming subcutaneous BRIUMVI data is another anticipated catalyst, while some traders warn the rally may already reflect high expectations.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

Berkshires disclosed accumulation of a large Lennar stake has fueled bargain-buying interest, but traders are debating it against Hunterbrooks short-report allegations about Lennars transactions with spinoff Millrose. The dispute adds to concerns over weak results and outlook, pressured affordability, and elevated mortgage rates.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is drawing attention after traders cited a Northland upgrade tied to its C3 Code agentic-AI platform, alongside heavy call activity and the stocks potential as a short-squeeze candidate. Bullish traders see a turnaround opportunity, while skeptics point to declining revenue and persistent losses as reasons for caution.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave shares are drawing attention amid a steep selloff across quantum-computing stocks, with traders questioning whether high valuations, limited near-term commercialization and competition from classical AI can support the sector ahead of Q3 results. Some see the pullback as a buying opportunity, while others expect more downside.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons stronger-than-expected third-quarter results, led by Dupixent and Eylea HD, drove a sharp share-price jump and a fresh high. Traders largely welcomed the report, while debating whether the breakout can hold and pointing to heavy call-option activity.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

Discussion centers on REalloys speculative role in a North American rare-earth and magnet supply chain ahead of 2027 U.S. defense sourcing restrictions, including its Army-linked Tooele opportunity and Tanbreez offtake agreement. Bulls point to strategic demand and potential sector momentum, while skeptics cite limited company updates, execution risk and sharp volatility; the Tooele discussions are not presented as a finalized agreement.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLAs quarterly results topped expectations and its forward outlook was strong, but shares have sold off amid broader semiconductor weakness and analyst price-target cuts. Traders are divided between viewing the decline as an overreaction and buying opportunity, and worrying that the stocks downtrend and valuation pressure may persist.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

BLZE is under pressure after a steep pullback, with traders pointing to broader tech weakness and CoreWeaves decline while positioning around the upcoming earnings report. The community is split between dip-buyers betting on strong results or new contracts and cautious traders concerned that earnings could bring further losses.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is falling amid a broad semiconductor selloff that traders attribute largely to Intels weak forward guidance, with some also pointing to bearish put-option activity. The community is split between buying the pullback and expecting further downside, while noting the drop appears tied more to sector pressure than a clear Qualcomm-specific catalyst.

BitGo Holdings, Inc. operates as a digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. It focuses on accelerating the transition of the financial system to a digital asset economy. The company was founded by Michael Belshe and Ben Davenport in 2013 and is headquartered in Sioux Falls, SD.

BitGo Holdings Inc. - Ordinary Shares - Class A

BitGos latest earnings are drawing attention: traders are weighing strong revenue growth against a wider net loss, with some blaming the results for renewed share-price weakness. Bullish investors argue that Bitcoins recovery and expanding custody and institutional services could support a rebound, while others remain concerned about profitability and the stocks persistent decline.

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

Equity

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


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

Geopolitical Risk and AI Demand Fuel Nuclear Comeback: ETFs to Watch

Middle East conflict-led energy volatility, AI power demand and energy security concerns are driving a nuclear comeback. ETFs like NLR & NUKZ stand to benefit.

OKLO Stock Is Bouncing Back: Bulls Are Talking About $100 Again After This DOE Milestone

Last week, Oklo announced that the U.S. Department of Energy had approved the Preliminary Documented Safety Analysis for its Aurora powerhouse. 

Why Is SMR Stock Gaining Over 5% In Overnight Trading?

According to a report from The Chosun, Japan plans to invest up to $25 billion in NuScale Power. 


Iran-US Draft Deal Would Reopen Hormuz, Free $25 Billion, Waive Oil Sanctions: Report

Iran will continue its nuclear program but refrain from enriching uranium and expanding facilities.

SMR, NNE, OKLO Gain After Trump's EPA Chief Lee Zeldin Touts Small Modular Reactor Buildout

During an interview with Fox Business on Thursday, Zeldin said he was optimistic about the future of the U.S. energy sector and pointed to nuclear power as one of several areas showing positive momentum.

SMR Stock Gains Overnight: Nuclear Momentum Returns As Regulatory Veteran Joins Board

NuScale Power announced two new additions to its Board of Directors, including Dale E. Klein, who was previously the chairman of the U.S. Nuclear Regulatory Commission. 

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

The Global X Uranium ETF (URA) provides investors access to a broad range of companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.

Global X Funds - Global X Uranium ETF

Bullish Sentiment

<ul class="summary-bullets"><li>UBS cut Oklo’s price target to $41 from $55 and maintained a ‘Neutral’ rating, according to The Fly</li><li>The brokerage said Oklo remains well positioned to benefit from strong U.S. government support for advanced nuclear power</li><li>Oklo could deploy a 5-MW-plus Aurora microreactor at Eielson Air Force Base, where it has been selected as the intended awardee for the Air Force’s first microreactor pilot.</li></ul><p>Oklo (OKLO) was in focus on Friday after UBS lowered its price target on the nuclear energy company but highlighted a key opportunity that could support its path toward commercial deployment.</p><p><a href="https://stocktwits.com/symbol/OKLO">OKLO shares</a> were up 1.3% in pre-market trading but have been under some pressure lately. The stock has declined in six of the nine months this year and had fallen to a 52-week low earlier this month.</p><h2 class="st-heading-2">UBS New Target Is Significantly Below Consensus Estimates</h2><p>On Friday, UBS slashed OKLO’s price target to $41 from $55 while maintaining a ‘Neutral’ rating, according to The Fly. This is significantly below the 12-month Street estimates of $77.13, according to Koyfin.</p><p>Still, the brokerage said Oklo remains well positioned to benefit from strong U.S. government support for advanced nuclear power. The firm also highlighted the company’s Eielson Air Force Base microreactor project and its participation in Department of Energy (DOE) reactor programs, adding that government validation could lead to future deployment opportunities.</p><h2 class="st-heading-2">Eielson Project Could Boost OKLO</h2><p>Oklo is advancing plans to deploy an Aurora nuclear powerhouse at Eielson Air Force Base in Alaska. The Department of the Air Force selected Oklo as the ‘intended awardee’ for its first microreactor pilot. If a final contract is awarded, Oklo would design, build, own, and operate the reactor and sell electricity and heat to the base under a long-term agreement.</p><p>The project is expected to provide at least 5 megawatts (MW) of electricity and steam for heating. Site characterization is underway, with operations currently targeted in the early 2030s, subject to regulatory approvals.</p><h2 class="st-heading-2">DOE Programs Could Validate OKLO’s Tech</h2><p>Oklo is also participating in the U.S. Department of Energy’s Reactor Pilot Program, which is designed to speed up the testing and deployment of advanced nuclear technologies.</p><p>In August, Oklo’s Groves Isotope Test Reactor in Texas <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://oklo.com/newsroom/oklos-groves-reactor-achieves-first-criticality-in-under-a-year">achieved</a> criticality under the program, meaning it produced a sustained nuclear chain reaction. The reactor was the fifth DOE-authorized advanced reactor to reach that milestone this summer.</p><p>The test reactor is expected to support development of a future commercial version capable of producing isotopes for medicine, manufacturing, space exploration and national-security applications.</p><h2 class="st-heading-2">Retail Remains Bearish</h2><p>Retail sentiment surrounding OKLO remained ‘bearish’ over the past 24 hours.</p><p><img src="https://news.stocktwits-cdn.com/OKLO_5187571b14.png" alt="OKLO.png"></p><p>However, one user highlighted the company’s fundamentals and said, “AI will make this company very exciting” in the years to come.</p><p><stembedurl>https://stocktwits.com/Janalea101/message/665080563</stembedurl></p><p>OKLO shares have declined more than 50% so far in 2026.</p><p><strong>Also read:</strong><a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-rise-despite-surging-treasury-yields-amd-tsla-spcx-akam-be-stocks-in-focus/cZMOTkIRBal"><strong>&nbsp;Nasdaq, S&amp;P 500 Futures Rise Despite Surging Treasury Yields: AMD, TSLA, SPCX, AKAM, BE Stocks In Focus</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

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

Oklo Price Target Slashed By UBS – But This Air Force Nuclear Project Offers A Key Catalyst

VanEck Uranium Nuclear Energy ETF

Oklo Inc.

Global X Uranium ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$33.73
Prev Close	$35.72
Open	$33.73
Dividend Yield	N/A
50-Day Moving Average	$40.84
Beta	N/A
Avg. Volume	3M
PE Ratio	N/A

52-Week High	$62.28
52-Week Low	$33.02
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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