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Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp. is trending sharply upward as escalating geopolitical tensions in the Middle East drive a surge in oil prices and concerns over the Strait of Hormuz. The community is heavily focused on a potential massive short squeeze, citing the stock's low float and extremely high cost to borrow.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors keenly await the outcome of a contentious city council vote in Independence, Missouri, regarding a crucial data center tax abatement, while simultaneously grappling with broader market pressure stemming from a competitor's recent disappointing earnings report.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment Inc. is trending due to a sharp sell-off following a Raymond James downgrade tied to the recompete of a significant $1.4 billion Space Force contract. However, the community largely views this as an overreaction, actively buying the dip while highlighting strong drone demand amid global tensions and anticipating a positive earnings report.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is actively discussed as NVIDIA's increased emphasis on optical interconnects validates the photonics sector, while a disclosed institutional stake and recent company updates detailing upcoming larger customer engagements for AI solutions amplify bullish sentiment.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as its full-year 2025 financial results reveal record revenue and substantial profitability improvements, igniting community debate over the stock's undervaluation compared to its expanding AI infrastructure pipeline, while many accuse shorts of actively suppressing the price despite strong fundamentals.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is trending following a sharp decline in its share price after reporting strong quarterly results but providing weaker-than-anticipated Q1 guidance and announcing key leadership departures. This has sparked a divided community discussion, with some viewing the drop as an overreaction and a buying opportunity, while others anticipate further downside due to concerns over growth deceleration and the evolving impact of AI.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT is a major talking point as its high-energy laser technology demonstrates proven effectiveness in Israel's Iron Beam defense system, igniting community speculation about substantial new defense contracts and its central role in the evolving landscape of directed energy solutions. This surge in interest is further amplified by the company's expanded manufacturing capabilities to meet growing global demand for advanced laser weaponry.

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

Dave Inc - Ordinary Shares - Class A

Dave Inc. is trending following its strong Q4 '25 earnings report, which included substantial revenue and EPS growth and an increased $300 million share repurchase authorization. The community is actively discussing potential analyst upgrades and a short squeeze, believing the fintech is significantly undervalued given its robust financial performance and tight share float.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending after reporting stronger-than-expected financial results, showcasing significant revenue growth and achieving profitability, which the community is widely celebrating. This momentum is further amplified by its strategic acquisition of StereoLabs, solidifying its position as a leading sensing and perception platform for the rapidly evolving Physical AI sector.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust ($SPY) is trending amid escalating Middle East tensions, with drone attacks and threats to vital oil shipping lanes fueling intense debate over market direction. Community discussion is split between those bracing for deeper pullbacks and others actively buying dips, betting on historical market resilience and a potential lift for the defense sector, while all eye oil price volatility.

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<ul class="summary-bullets"><li>The company said that ORNL has been awarded funding under the U.S. Department of Energy’s GAIN initiative to collaborate with NuScale in this research program.</li><li>This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.</li><li>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors.</li></ul>Shares of NuScale Power Corp. (SMR) gained more than 6% in Thursday’s opening trade after the company announced a new partnership to explore the use of AI in managing nuclear fuel.NuScale announced that it will team up with the Oak Ridge National Laboratory (ORNL) to utilize an AI-enabled nuclear design framework for a 12-NuScale Power Module (NPM) configuration.<h2 class="st-heading-2">What Is The Partnership About?</h2>NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.The company said that ORNL has been awarded funding under the U.S. Department of Energy’s Gateway for Accelerated Innovation in Nuclear (GAIN) initiative to collaborate with NuScale in this research program. This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.“We are thrilled to be collaborating with ORNL, with the support of the DOE, to assess exciting new opportunities for potentially managing fuel even more efficiently across multiple nuclear reactors and further reducing costs going forward,” said NuScale President and CEO John Hopkins.<h2 class="st-heading-2">Study To Explore Ways To Reduce Costs</h2>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors. The company said that, unlike large reactors, NuScale uses a multi-module architecture to enhance fuel efficiency.NuScale added that its architecture features up to 12 reactors with a single shared fuel pool and a wide range of fuel options. The company said that by sharing fuel across modules, it may find ways to improve overall plant fuel efficiency beyond what can normally be achieved in a single reactor plant, ultimately reducing costs.NuScale added that ORNL will bring its AI expertise, machine learning, fuel management, and computational resources to the table.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘neutral’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user called NuScale a “real player in nuclear energy,” saying this is just the start.<stembedurl>https://stocktwits.com/Amit18/message/644779282</stembedurl>Another bullish user stated it would be worth watching when NuScale starts announcing contracts with big technology companies.<stembedurl>https://stocktwits.com/LieutenantJoe/message/644778184</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 16% year-to-date, but down 38% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-february-7-2026-week/cZRTNa9R4ri">Jobless Claims Come In Slightly Higher Than Expectations, Continuing Claims Rise</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the NuScale Power Corporation (Nu Scale) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SMR Stock Rises As NuScale Announces Partnership To Explore AI-Guided Nuclear Fuel Management: Retail Calls It A ‘Real Player’

NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.

Equity

<ul class="summary-bullets"><li>The firm stated that the derisked LWR design and the Tennessee Valley Authority’s licensing agreement bolster NuScale’s credibility.</li><li>The U.S. Nuclear Regulatory Commission approved NuScale’s uprated reactor design in May 2025.</li><li>NuScale’s uprated power module was the second small modular reactor design to have been approved by the NRC.</li></ul>Shares of NuScale Power Corp. (SMR) surged more than 12% in Friday’s pre-market trade. Analysts at BofA upgraded the stock following a correction of nearly 9% over the past month.According to TheFly, BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34. The firm’s new price target implies an upside of 42% from the SMR stock’s closing price on Thursday.<h2 class="st-heading-2">What Is BofA Saying?</h2>In its latest note, BofA stated that it now views NuScale’s deployments closer to its base case. The firm also noted that the derisked Light-Water Reactor (LWR) design and the Tennessee Valley Authority’s (TVA) licensing agreement bolster NuScale’s credibility.The U.S. Nuclear Regulatory Commission (NRC) approved NuScale’s uprated reactor design in May 2025, after the company revised the power module’s capacity upward to 77 megawatt-electric (MWe), from 50-MWe.NuScale’s uprated power module was the second small&nbsp;modular&nbsp;reactor (SMR) design to have been approved by the NRC.The TVA entered into an agreement with ENTRA1 Energy in September 2025 to deploy nuclear power capacity of up to six gigawatts using NuScale’s SMR technology.However, the firm added that the limited contract visibility caps the upside for the SMR stock in the near term.<h2 class="st-heading-2">Here’s What Stocktwits Users Think</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘extremely bullish’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user stated that NuScale’s viability as a business could be proved amid anticipation of a “couple of major contracts.” The user also pointed to the government's efforts to streamline permits for nuclear power plants as a catalyst for the SMR stock.<stembedurl>https://stocktwits.com/Dlutsky/message/641308933</stembedurl>Another Stocktwits user stated that if AI adoption continues to accelerate this year, energy providers offering next-generation solutions could remain in the re-rating phase for a long time.<stembedurl>https://stocktwits.com/jonasono/message/641310411</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 39% year-to-date, but flat over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-big-oil-invest-at-least-100-billion-venezuela/cmU29w3R4d2">Trump Says Big Oil Will Invest At Least $100 Billion To Rebuild Venezuela's Oil Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

What Is Fueling SMR Stock's Surge Today?

BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34.

Nuclear ETFs Soar YTD Under Trump Regime, Top 2024 Performance 

Nuclear ETFs like NLR, URA and URAN surge in 2025 as Trump's policy push, rising uranium prices and SMR deployment fuel solid gains. 

ETFs to Play the Potential $10 Trillion Nuclear Surge

Nuclear power is surging as AI-driven data centers fuel demand, with ETFs riding momentum and SMRs reshaping the sector's future.

The Zacks Analyst Blog Highlights NLR, NUKZ, URA and URAN

Nuclear power is back in the spotlight, with ETFs like NLR, NUKZ, URA, and URAN surging 40-88% in the past year as global demand for clean, reliable energy grows.

Nuclear ETFs Up At Least 40% in the Past Year: More Gains in Store?

Demand from tech giants is boosting interest in nuclear energy, but costs remain a hurdle. ETFs like NLR, URA, URAN and NUKZ have surged 40-80% in a year.

Uranium Demand to Jump 28%: ETFs in Focus

Uranium demand could surge nearly 30% in five years, fueled by AI-driven energy needs and nuclear power's clean energy edge.

ETFs to Play on AI's Growing Momentum

NVDA's surge past a $4T market cap spotlights AI's explosive growth and the ETFs riding this tech-fueled momentum.

ETFs to Watch as SoftBank Eyes $1T Arizona AI hub

SoftBank's $1T Arizona AI proposal and Trump's AI push, fuel ETF opportunities across AI, tech and uranium sectors.

Data Centers to Power Nuclear Energy and Uranium ETFs

Themes ETF Trust - Themes Uranium & Nuclear ETF

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Current Price	$51.23
Prev Close	$49.54
Open	$49.75
Dividend Yield	N/A
50-Day Moving Average	$47.05
Beta	N/A
Avg. Volume	14,934.10
PE Ratio	N/A

52-Week High	$55.15
52-Week Low	$22.76
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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