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Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs Buy upgrade after a sharp selloff is driving attention, but traders are split after the initial pop faded: some see an oversold buying opportunity, while others remain concerned about CoreWeaves heavy debt and financing costs.

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 is caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are under pressure after a prolonged decline, with traders frequently blaming insider share sales and frustration that management has not announced a fresh buyback. Some see the selloff as a buying opportunity given the companys growth and cash position, while others warn the stock may keep falling and question its valuation and management.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus cancer-trial pipeline is driving attention, particularly the FDA-cleared expansion of its recurrent glioblastoma REGAIN study and completed enrollment in the pancreatic IMPACT study ahead of further data updates. Traders are broadly optimistic about these milestones, though expectations for a near-term stock move remain speculative amid price consolidation.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

ALM is drawing attention after a sharp selloff during and following its investor day, with traders criticizing CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. The reaction contrasts with longer-term bullish views on Sangdongs production ramp and tungsten demand, while some attribute weakness to broader market pressure.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

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Centrus Acquires Westerman Holdings, LLC, Bringing a Key Supplier In-House and Diversifying Its Manufacturing Capacity

Centrus Acquires Westerman Holdings, LLC, Bringing a Key Supplier In-House and Diversifying Its Manufacturing Capacity Centrus Acquires Westerman Holdings, LLC, Bringing a Key Supplier In-House and Diversifying Its Manufacturing CapacityPR NewswireBETHESDA, Md., Oct. 19, 2026 Secures a key...

Can BWX Technologies' Uranium Processing Capabilities Drive Growth?

BWXT is expanding specialized uranium processing capabilities, supporting government nuclear programs through recovery, purification and downblending operations.

Can Energy Fuels' Liquidity Support Its Ambitious Growth Plans?

UUUU is boosting uranium and rare earth growth investments while improving operating cash burn, but spending remains elevated.

Centrus Energy (LEU) Surges 8.8%: Is This an Indication of Further Gains?

Centrus Energy (LEU) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

UUUU Trades at a Premium to the Industry: How to Play the Stock?

Energy Fuels offers uranium and rare earth growth, but its premium valuation, losses and execution risks make the stock a cautious play.

Notable Friday Option Activity: LEU, RCL, ALAB

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Centrus Energy Corp (Symbol: LEU), where a total volume of 6,514 contracts has been traded thus far today, a contract volume which is representative of approxima...

UUUU's Cash Flow Deficit Narrows in 1H26: What's Next?

Energy Fuels reduces its operating cash burn in 1H26, but rising investment spending keeps cash flow under pressure as it expands uranium and rare earth operations.

Cameco vs. Centrus Energy: Which Is the Better Nuclear Stock?

Cameco (NYSE: CCJ) offers scale, diversification, and exposure across the nuclear fuel cycle, while Centrus Energy (NYSE: LEU) targets the increasingly important U.S. uranium enrichment market. Both could benefit from nuclear growth, but the choice comes down to a sharp trade-off...

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.

Why Did Nuclear Stocks OKLO, SMR, NNE, LEU, XE Jump On Thursday?

Equity

Nuclear stocks jumped after the House passed the Ratepayers Protection Act, which aims to shift responsibility for paying for power upgrades from consumers to tech and data center companies, on Wednesday. 

• Reported GAAP EPS of $0.85 down -47.85% YoY
• Reported revenue of $176.1M up 13.98% YoY
• Centrus Energy Corp. expects full year 2026 consolidated revenue in the range of $450 million to $500 million and total capital deployment between $350 million and $500 million for the period.

Centrus Energy Corp. reported decreased quarterly net income and segment gross profit, while facing structural risks regarding the future funding of a material contract within its Technical Solutions segment backlog.

Centrus Energy Corp. achieved significant revenue growth and expanded its contingent backlog to $3.0 billion, supported by new enrichment contract awards and progress on its industrial centrifuge manufacturing expansion program.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>AI companies face growing scrutiny over the scale of their energy requirements and the broader consequences of rapid AI development.</li><li>The bill sent nuclear power and nuclear-related stocks higher on Tuesday as these companies can provide an alternative to grid power for AI data centers.</li><li>Interest in small modular reactors and other advanced nuclear technologies may also accelerate as potential dedicated power sources for future AI data centers.&nbsp;</li></ul>Shares of U.S. nuclear stocks jumped higher at the close on Thursday after the House passed the Ratepayers Protection Act a day earlier. The act aims to shift the responsibility from consumers to tech and data center companies to pay for power upgrades required to operate new large data centers.<a href="https://stocktwits.com/symbol/OKLO">Oklo Inc. (OKLO)</a> shares jumped more than 11% at close, while&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power Corp. (SMR)</a> gained nearly 9%.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NNE">Nano Nuclear Energy Inc. (NNE)</a> stock surged 8.5%,&nbsp;<a href="https://stocktwits.com/symbol/LEU">Centrus Energy Corp. (LEU)</a> stock rose nearly 8%, and&nbsp;<a href="https://stocktwits.com/symbol/XE">X-Energy Inc. (XE)</a> closed 12% higher on the news.&nbsp;<h2 class="st-heading-2">What The Ratepayers Protection Act Means</h2>Primarily, the Ratepayers Protection Act would shift the burden of rapidly rising electricity demand from consumers to the large, energy-intensive data centers driving it.&nbsp;On Wednesday, the House passed the bill 417-3, which establishes a federal framework for state utility regulators to ensure data centers pay for the power generation, transmission, and grid upgrades needed to serve them.The legislation comes as AI companies face growing scrutiny over the scale of their energy requirements and the broader consequences of rapid AI development.“America needs the infrastructure to lead the world in AI and outcompete Communist China, but we cannot have that growth at the expense of hardworking families, farmers, seniors, and small businesses,” Sen. Gabe Evans (R-Colo) said in a statement after the vote.&nbsp;<h2 class="st-heading-2">The Implication For Nuclear Stocks</h2>The bill sent nuclear power and nuclear-related stocks higher on Tuesday because these companies can provide an alternative to grid power for AI data centers that need large amounts of reliable, round-the-clock electricity.As data centers must bear more of the cost burden, they could pursue long-term power contracts or direct arrangements with dedicated power generation companies. Interest in small modular reactors (SMRs) and other advanced nuclear technologies may also accelerate as potential dedicated power sources for future AI data centers.&nbsp;For instance, Oklo already has a multi-year agreement with Meta Platforms (META) to develop and deliver power for Meta’s data centers in Ohio, particularly its AI infrastructure, with an initial power generation target by 2030 and a gradual ramp-up to the full 1.2 GW capacity by 2034.&nbsp;<h2 class="st-heading-2">Retail Stance On OKLO, SMR, NNE, LEU, XE Stocks</h2>On Stocktwits, retail sentiment around OKLO stock was ‘neutral’ at the time of writing.&nbsp;One bullish user&nbsp;<a href="https://stocktwits.com/AsianBoss508/message/664515217">said</a>, “$OKLO (three rocket emojis) the House just passed a bill forcing data centers to fund their own power infrastructure.”Meanwhile, retail sentiment for SMR stock dropped from ‘bullish’ to ‘bearish’ over 24 hours. Sentiment around NNE stock, LEU stock and XE stock were all ‘bullish’ at the time of writing.&nbsp;One user&nbsp;<a href="https://stocktwits.com/JohnWick13/message/664508815">said</a>, “$OKLO $SMR $NNE $XE&nbsp; Shares are up after a House vote on the Ratepayer Protection Act, which would require large data centers to pay for their own power generation &amp; grid upgrades. This policy could increase demand for dedicated SMR's. Benefiting these companies.”Another user&nbsp;<a href="https://stocktwits.com/JohnWick13/message/664519364">said</a>, “$OKLO $XE $LEU $SMR $NNE I don't think many of you realize just how BIG this is. This will make a major impact.”OKLO stock is down about 49% so far in 2026, while SMR stock has lost more than 44% of its value. NNE stock is down more than 38%, LEU stock is down 45%, and XE stock is down about 44% in the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Despite a quarterly loss, NuScale remains bullish on nuclear energy’s potential, fueled by future outook on Trump’s energy policy priorities. | Source: Pixabay

Nuclear stocks jumped after the House passed the Ratepayers Protection Act, which aims to shift responsibility for paying for power upgrades from consumers to tech and data center companies, on Wednesday.

Centrus Energy Corp

Nano Nuclear Energy Inc.

Oklo Inc.

NuScale Power Corp

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