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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a massive surge after delivering a blowout quarterly earnings report that significantly outpaced revenue and profit expectations, fueled by strong data center and AI demand. The community is actively debating the stock's sudden re-rating and massive valuation gap, with many investors celebrating a historic turnaround while others remain skeptical of the underlying fundamentals versus the hype.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD shares are surging in sympathy with Intel's earnings beat, as investors rotate capital into semiconductor stocks amid a broader rally in the AI hardware sector. The community is sharply divided, with bulls celebrating an explosive momentum-driven melt-up, while bears caution that the recent parabolic move and rapid sentiment shift signals potential blow-off top conditions.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors react to the appointment of a new CEO for its Tanbreez project and the recent consolidation of majority ownership in the Greenland-based rare earth asset. Community discussion is heavily focused on the company's strategic position in the Western critical minerals supply chain, with many debating the impact of recent institutional capital raises and speculating on future price performance as the project moves toward operational development.

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 seeing a surge in investor interest and extreme trading volume, fueled by confirmed purchase orders from Marvell and widespread speculation regarding its role in the AI data center supply chain. The community is actively discussing the companys transition from early-stage R&D to commercial manufacturing, with shareholders fiercely debating the valuation against the backdrop of an aggressive short squeeze.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is experiencing significant volatility and trending across social media following a major legal victory where a federal jury awarded the company over $1 billion in damages and disgorgement against rival Papaya Gaming. The community is heavily focused on the potential for a massive short squeeze due to the stock's low float, institutional backing, and intense debate over whether the company can successfully collect the court-awarded funds.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is experiencing intense volatility as investors react to the news of cannabis rescheduling, with the community expressing frustration over aggressive sell-offs despite the potential long-term tax and banking benefits. While many traders remain focused on historical price levels and potential short squeezes, a significant portion of the community is voicing concerns over perceived market manipulation and dilution, leading to a deep divide between those holding for a long-term sector recovery and those skeptical of institutional motives.

ASGN Incorporated engages in the provision of information technology services and solutions. It operates through the Commercial and Federal Government segments. The Commercial segment involves the provision of consulting, creative digital marketing, and permanent placement services. The Federal Government segment provides mission-critical solutions. The company was founded on December 30, 1985 and is headquartered in Glen Allen, VA.

ASGN Inc

ASGN Inc. is trending as investors digest a significant price decline following disappointing quarterly earnings and guidance. Community sentiment is deeply polarized, with some traders viewing the pullback as a buying opportunity based on the company's valuation and pending rebrand to Everforth, while others are calling for regulatory investigations into alleged market manipulation and poor financial performance.

Seeker is building a decentralized mobile ecosystem designed to challenge entrenched mobile incumbents through its TEEPin network architecture and community governance. It aims to solve the pain points of centralized app store gatekeeping, lack of developer freedom, and restricted user access to crypto applications. The vision is to create a community-owned platform with decentralized governance, no gatekeepers, direct developer-user access, and TEEPin security architecture.

Seeker

Seeker ($SKR) is garnering significant community attention following its recent exchange listings and its role as the native token for the Solana Mobile smartphone ecosystem. Investors are actively discussing the token's utility in staking and governance, with many closely tracking volume patterns and potential price catalysts amid high volatility.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following the announcement of its acquisition of LivePerson, a move investors are evaluating as a strategic effort to consolidate voice and digital messaging capabilities into a unified omnichannel AI platform. While bullish community members highlight the immediate expansion of the enterprise customer base and cross-selling potential, the stock is seeing heightened volatility as traders weigh the integration risks and the impact of the deal on the company's valuation.

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

TG Therapeutics is surging amid high trading volume as investors react to strengthening technical signals and persistent buyout speculation surrounding the company's Briumvi commercial progress. The community remains focused on potential M&A activity and upcoming clinical readouts, with many traders discussing the stock's positioning against recent sector-wide deals and CEO Michael Weisss performance-based incentives.

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<ul class="summary-bullets"><li>Oklo is ramping up partnerships with multiple hyperscalers, including Nvidia and Meta, to accelerate the deployment of its fast-fission power plants.</li><li>NuScale Power is garnering attention due to its advanced Small Modular Reactor technology, which is the first and only one to be certified by the U.S. Nuclear Regulatory Commission.&nbsp;</li><li>OKLO shares have surged more than 214% in the last year, while SMR shares have declined 23% in the same period.</li></ul>Nuclear energy stocks are gaining heavy attention on Wall Street and Main Street as booming artificial intelligence data center demand and heightened energy security priorities fuel a surge in power needs.Among the standouts, Oklo Inc. (OKLO) and NuScale Power Corp. (SMR) are drawing increased attention, supported by high-profile partnerships with tech firms and rising interest in their compact, fuel-efficient reactor designs as scalable clean energy alternatives.While Oklo develops next-generation fission powerhouses and compact fast reactors that can recycle used nuclear fuel, NuScale Power uses small modular reactors (SMRs) for large-scale energy deployments, including powering AI data centers.<h2 class="st-heading-2">Oklo’s Impressive Partnerships</h2>Santa Clara, California-based Oklo is ramping up partnerships with multiple hyperscalers to accelerate the deployment of its fast fission power plants to power AI data centers.On Thursday, the company <a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-gains-on-nvda-partnership/cZBfCRaReRj">announced a partnership with Nvidia</a> Corp. (NVDA) to advance nuclear-powered AI infrastructure by combining its reactor technology with Los Alamos National Laboratory’s expertise in nuclear fuels and materials science.Earlier this year, Oklo also <a href="https://stocktwits.com/news-articles/markets/equity/why-oklo-stock-surged-premarket-today-meta-deal/cmU2fX3R4dI">signed an agreement with Meta</a> Platforms (META) to advance plans for a 1.2 gigawatt clean-energy campus in Pike County, Ohio, to aid the tech giant’s regional data center operations.Beyond these, Oklo also has a range of other deals, including with the U.S. Department of Energy, aimed at deploying commercial, fast-fission technology. The company is targeting commercial operations by late 2027 to early 2028.<h2 class="st-heading-2">NuScale Power’s SMR Technology</h2>NuScale Power is front and center in the nuclear conversation because of its advanced Small Modular Reactor technology, powered by its pressurized water reactors that can generate 77 megawatts of electricity. The company’s SMR technology is also the first and only one to be certified by the U.S. Nuclear Regulatory Commission.The company’s partnership with Houston-based ENTRA1 Energy to accelerate the commercialization and deployment of its small modular reactors is aimed at helping meet rising energy demand from AI data centers, manufacturing, and national defense.While NuScale has indicated that it will focus on achieving manufacturing readiness for its first SMR modules in 2026, commercial deployments are expected only around 2030.<h2 class="st-heading-2">What’s Wall Street Saying?</h2>On Thursday, HSBC initiated coverage of both OKLO and SMR stocks.The analyst rated Oklo a ‘Buy’ with a price target of $96, indicating an upside potential of about 25.6% from the last close. HSBC noted Oklo’s clean balance sheet with "imminent first revenue," creating a good risk/reward at current share levels.According to Koyfin data, 14 of 20 analysts covering OKLO stock have a ‘Buy’ rating, with a 12-month average price target of $90.74, indicating an upside potential of about 18.7%.Meanwhile, HSBC initiated coverage of NuScale Power with a ‘Hold’ rating and $13 price target, indicating an upside potential of about 2% from its previous close. The analyst said that there are limited pure-plays in the U.S. nuclear renaissance and rising AI data center power demand, and that while it believed NuScale was positioned well, it believes the company faces significant execution and financial risk for deploying its SMR technology.However, according to Koyfin data, only 6 of 17 analysts covering SMR stock rate a ‘Buy’ or higher, while 9 rate it ‘Hold’. The 12-month average price target for the company is $19.71, indicating an upside potential of nearly 55%.OKLO shares have surged more than 214% in the last one year, while SMR shares have declined 23% in the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260424_095756756_png_5df4976b01.webp" alt="koyfin_20260424_095756756.png" width="2400" height="1500"></figure><h2 class="st-heading-2">OKLO, SMR: Retail Traders Pile In</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/oklo">OKLO shares</a> was in the ‘extremely bullish’ territory at the time of writing amid ‘extremely high’ message volumes.One bullish user praised Oklo’s deal with Nvidia, noting that both companies are leaders in their respective sectors, and adding that Nvidia’s partnership was a validation for Oklo’s leadership on fuel technology, power generation and radioisotope production.<stembedurl>https://stocktwits.com/FlightDirector/message/651228520</stembedurl>Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/smr">SMR shares</a> was in the ‘bullish’ territory at the time of writing amid ‘extremely high’ message volumes.While many retail users discussed SMR’s strengths, with some predicting a price run to $50, one bearish user indicated their preference for OKLO.<stembedurl>https://stocktwits.com/HLR78613/message/651238572</stembedurl><stembedurl>https://stocktwits.com/ThisTimeIsDifferent/message/651235147</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

OKLO Vs SMR: Nuclear Is The New AI Trade, But Which Of These Stocks Has The Edge?

On Thursday, HSBC initiated coverage of both Oklo Inc. and NuScale Power Corp. with ‘Buy’ and ‘Hold’ ratings respectively. 

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Oklo (NYSE:OKLO) Shares Up 5.5% - What's Next...

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Oklo, NuScale Power, Centrus Energy, BWX Technologies, and Nano Nuclear Energy are the five Nuclear stocks to watch today, according to MarketBeat's stock screener tool. "Nuclear stocks" are shares...

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What's Going On With Oklo Stock Today?

Oklo Inc. rises on Nvidia partnership and HSBC Buy initiation, boosting confidence in its nuclear growth story.read more...

<ul class="summary-bullets"><li>Initial work will focus on AI models for nuclear fuel research, materials development, and power generation and grid stability studies, Oklo said.</li><li>HSBC initiated coverage of Oklo with a ‘Buy’ rating and a $96 price target, according to The Fly.</li><li>The firm said Oklo’s strong balance sheet and the prospect of near-term revenue create an attractive risk-reward profile at current levels.</li></ul>Shares of Oklo Inc. (OKLO) gained 6% in morning trade on Thursday after partnering with Nvidia Corp. (NVDA) and Los Alamos National Laboratory to support the deployment of nuclear power for AI infrastructure, as companies increasingly look to shoulder the costs of powering data centers.The collaboration will combine Oklo’s reactor technology, Nvidia AI systems, and Los Alamos National Laboratory’s expertise in nuclear fuels and materials science.<h2 class="st-heading-2">Focus On AI Models For Nuclear Fuel Research</h2>The goal is to support critical infrastructure and speed up the deployment of nuclear power for AI data centers. Initial work will focus on AI models for nuclear fuel research, materials development, and power generation and grid stability studies.The partnership will also explore the development of nuclear-powered AI facilities and integrated solutions, Oklo said.“We believe this will advance our plutonium-bearing fuel work on Oklo’s Pluto reactor, which was selected under DOE’s Reactor Pilot Program, and help bring resilient power in support of the Genesis Mission,” said Oklo co-founder and CEO Jacob DeWitte.Meanwhile, retail sentiment for OKLO on Stocktwits turned ‘extremely bullish’ from ‘bullish,’ amid ‘extremely high’ message volumes.<h2 class="st-heading-2">Oklo’s Nuclear Power Push</h2>The company is developing advanced fast-fission power plants to deliver scalable, low-cost, and clean energy. Alongside this, Oklo is working to build a domestic supply chain for critical isotopes and advance nuclear fuel recycling, which converts used fuel into electricity.Earlier this year, the company <a href="https://stocktwits.com/news-articles/markets/equity/why-oklo-stock-surged-premarket-today-meta-deal/cmU2fX3R4dI">signed</a> an agreement with Meta Platforms (META) to proceed with a 1.2-gigawatt clean-energy campus in Pike County, Ohio, designed to support Meta’s regional data center operations.Last week, Oklo added four new directors to its board, bringing expertise across the nuclear, energy, industrial, and infrastructure sectors.<h2 class="st-heading-2">HSBC Sees Favorable Risk-Reward Profile</h2>HSBC initiated coverage of <a href="https://stocktwits.com/symbol/OKLO">Oklo</a> with a ‘Buy’ rating and a $96 price target, according to The Fly. This represents a 23% upside from current levels.The firm highlighted Oklo’s push to integrate power, fuel, and isotope production under its “owner-operator” model for small modular reactors. HSBC said Oklo’s strong balance sheet and the prospect of near-term revenue create an attractive risk-reward profile at current levels.The stock has gained around 1% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-alt-stock-down-today-dilution-225m-offering/cZBfrZTReb6">Dilution Fears Return: Why ALT Stock Is Getting Hit Again</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

OKLO Stock In Spotlight After Nvidia Deal – Why Does HSBC See A 23% Upside?

Oklo announced a partnership with Nvidia and Los Alamos National Laboratory to support the deployment of nuclear power for AI infrastructure.

Oklo’s Nuclear Power Push Brings Nvidia Into The Fold – Why Does HSBC See A 23% Upside?

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Oklo inc.

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

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Collaborative agreements with Nvidia and Meta to build nuclear-powered data centers are driving massive investor optimism and momentum.

Traders are aggressively backing advanced reactor tech as the essential energy solution for future AI infrastructure.

Rising call option activity and institutional accumulation signal a potential short-squeeze event as traders target $100.

Investors are pivoting from viewing the company as a speculative pre-revenue startup to an essential AI-era utility player.

Market attention is hyper-focused on upcoming critical technical milestones and regulatory catalysts expected by July 2026.

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