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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings report is driving attention, with traders citing a broad beat and strong growth but noting the share prices muted, volatile reaction. The debate centers on whether heavy AI-related capital spending and the companys valuation outweigh the results, with some also watching for potential selling as shares become available.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results beat earnings expectations with revenue roughly in line, but softer forward guidanceparticularly for the next quarter and advertisinghas driven a selloff. Traders are split between focusing on slower growth and a weaker outlook, and viewing the results, stronger margins and buybacks as reasons to buy the dip.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp rebound on heavy volume has renewed speculation that SELLAS is nearing a catalyst, especially the REGAL Phase 3 trials 80th-event trigger for final analysis; some traders also read the CEOs anniversary remarks as a possible buyout signal. Others emphasize that no new trial results or deal have been confirmed and view the move as volatile trading without fresh news.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Q3 results sparked a sharp selloff despite beating expectations, as traders focused on slower da Vinci procedure growth, an unchanged full-year growth outlook, and a one-time antitrust settlement charge. Some see the reaction as an overdone buying opportunity, while others argue that decelerating growth and the stocks premium valuation justify the reset.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCIs steep selloff is drawing attention amid a broader pullback in AI and semiconductor stocks, with traders also focused on renewed governance and export-control concerns after a contractor pleaded guilty in a server-smuggling case. The debate centers on whether the decline is an overdone sector-driven drop or reflects company-specific risks ahead of earnings; bulls cite valuation and AI demand, while bears question management credibility and the outlook.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is the main catalyst, clearing a long-standing regulatory hurdle for a model tied to a sizable share of the 737 backlog. Traders are frustrated that the approval has not lifted the stock, arguing it may be priced in and that production, deliveries, and cash generation remain the bigger tests.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds Q3 results missed expectations and its Q4 outlook disappointed, with sharply higher fuel costs weighing on profitability. Traders are debating whether resilient travel demand and revenue growth can offset the margin pressure, with some viewing the pullback as overdone and others concerned fuel costs will continue to squeeze earnings.

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 selling off after reports that it plans to list fintech arm Monee and launch an AI cloud business, despite some traders viewing the moves as potential growth opportunities. The community is divided over whether the plans could unlock value or create uncertainty and spending concerns, while many point to the stocks sharp technical breakdown.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention ahead of its quarterly results, with traders focused on margins and profitability despite strong deliveries; bullish bets on the recent rally and an earnings move contrast with bearish expectations of a miss. The Roadster reveal has also fueled speculative SpaceX-merger chatter, though traders disagree about its business significance and whether a deal is likely.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs earnings beat and raised outlook were met with a sharp selloff, prompting traders to question why strong demand has not translated into gains. The community attributes the reaction to selling after the report and concerns about rising costs, weaker cash conversion, and an insurance loss, while bulls argue the underlying demand and outlook remain strong.

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Analyst Says Standard Nuclear Is the Only Company Shipping a Key Advanced-Reactor Fuel

Needham analyst Sean Milligan initiated Standard Nuclear coverage with a Buy rating and $18 price target, citing its early TRISO supplier advantage.read more...

NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License

NANO Nuclear Buys The One Thing You Can't Speed Up: A Fuel-Cycle License

 Ask anyone in the nuclear business what holds up the "renaissance" and you won't hear much about reactor physics. You will hear about paperwork, fuel, and paperwork for fuel. The DOE's Deputy Secretary James Danly...

Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?

Uranium Term Prices Hit A Record... So Why Is Nuclear Getting Nuked?

 If you only looked at the price of the fuel, you'd think the nuclear trade has never been better. Long-term uranium prices are sitting at $96/lb, an all-time record and up ~12% YTD, taking out the $95/lb high set in...

Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built

Wall Street's Nuclear Bull Case Requires Reactors To Actually Get Built

 Wall Street is largely on board with the nuclear bull case. But investor patience is thinning with an industry that is enjoying both political support and demand from deep-pocketed customers, yet still struggles to...

4 Reasons Why You Might Want to Sell OKLO Stock in September

OKLO's ambitious nuclear buildout faces a pivotal stretch as investors weigh timelines, spending needs and execution challenges.

Standard Nuclear Announces Fuel Supply Agreement with Antares Nuclear, Inc.

Standard Nuclear (NYSE: STDN) ("Standard Nuclear" or the "Company"), a reactor-agnostic producer of TRISO nuclear fuel and the only U.S. company with industrial-scale TRISO fuel fabrication facilities, today announced the execution of a binding fuel supply agreement ("FSA") for supply of TRISO fuel...

Standard Nuclear Reports Second Quarter and Year-to-Date 2026 Results

Standard Nuclear, Inc. (NYSE: STDN) (Standard Nuclear or the Company), a reactor-agnostic producer of TRISO nuclear fuel, today reported financial results for the three and six months ended June 30, 2026. This release represents the Companys first quarterly earnings report as a public company...

Portable 1MW Kaleidos Microreactor Secures Critical Nuclear Fuel Deal Through 2030s

Portable 1MW Kaleidos Microreactor Secures Critical Nuclear Fuel Deal Through 2030s

 Authored by Aamir Khollam via Interesting Engineering,

Radiant has secured a long-term source of nuclear fuel for its Kaleidos microreactor, removing a potential supply hurdle as the company prepares...

Standard Nuclear Executes Fuel Supply Agreement with Radiant for TRISO Nuclear Fuel

Standard Nuclear (NYSE: STDN) (Standard Nuclear or the Company), a reactor-agnostic producer of TRISO nuclear fuel, and the only U.S. company with industrial-scale TRISO fuel fabrication facilities announced today the execution of a new binding fuel supply agreement with Radiant Industries, Inc., a...

Standard Nuclear Appoints Seth Cohen to Board of Directors

Standard Nuclear, Inc. (NYSE: STDN) (Standard Nuclear or the Company), a reactor-agnostic producer of TRISO nuclear fuel, today announced the appointment of Seth Cohen to its Board of Directors, effective August 12, 2026. Cohen brings a distinctive combination of legal, regulatory, and federal...

Standard Nuclear, Inc. engages in manufacturing fuel and power systems for next-generation nuclear reactors. It focuses on nuclear energy, aerospace, defense, and radioisotope power systems. The company was founded by Thomas Hendrix on July 15, 2024 and is headquartered in Oak Ridge, TN.

Standard Nuclear Inc. - Ordinary Shares - Class A

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

Equity

Bearish 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.

Uranium Energy Corp

X-Energy Inc

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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	$12.24
Prev Close	$12.25
Open	$11.90
Dividend Yield	N/A
50-Day Moving Average	$12.97
Beta	4.76
Avg. Volume	714,615.49
PE Ratio	N/A

52-Week High	$17.34
52-Week Low	$7.05
Market Capitalization	$141.83M
EPS (Annual)	-$0.0967
Price to Book	-24.72
Revenue Per Employee	$50,646.21

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