Nuclear Stocks Soar on Anticipation of Growth AI Energy Needs

Nuclear energy stocks roared higher Thursday, extending gains from earlier in the week as President Donald Trump's announcement of a 澳洲幸运5开奖号码历史查询:$500 billion joint venture with Oracle (ORCL), OpenAI, and SoftBank ▨to build AI infrastructure reinforced expectations of growing energy demand to𓆏 support AI.  

Shares of nuclear energy startup Oklo (OKLO), which is 澳洲幸运5开奖号码历史查询:backed by OpenAI CEO Sam Altman, surged close to 14% Thursday and ha🃏ve added almost 50% this week, as reports of theꦫ project emerged Tuesday.

NuScale Power (SMR) shares also jumped nearly 14% Thursday, adding 32% this week. Meanwhile, Vistra (VST) sh🍌ares climbed close to 3% Thurs♐day and have gained 12% for the week so far.

Constellation Energy (CEG), which has a contract with Stargate partner and OpenAI backer Micওrosoft (MSFT), rose 4% Thursday, bringing its gains for the week to about 9%. Shares of Constellation and rival Vistra have exploded over the past year, 澳洲幸运5开奖号码历史查询:nearly tripling and quintupl♈ing in the last 12 months, respectively. 

So far in 2025, Oklo has already gained 82%, while NuScale, Constellation an꧋d Vistra have also posted big increases.

-澳洲幸运5开奖号码历史查询:Andrew Kessel

Biggest S&P 500 Movers on Thursday

Advancers

• Moderna (MRNA) shares jumped 10.1%, climbing the most of any S&P 500 stock. Thursday's push higher extended strong gains posted by the biotech firm's stock this week after Oracle (ORCL) co-founder Larry Ellison discussed the potential of artificial intelligence (AI) in creating cancer vaccines. Moderna also secured additional government funding last week to support its development of a vaccine against the avian influenza virus.
• GE Aerospace (GE), the aviation manufacturer that maintained the original stock ticker of the General Electric conglomerate, posted 澳洲幸运5开奖号码历史查询:better-than-expec🍸ted sales and profits for the fourth quarter. The supplier of jet engine components also issued strong profit guidance for 2025, noting its progress on clearing up supply chain issues that weighed on aircraft production last year. GE Aerospace shares soared 6.6%.

• Union Pacific (UNP) shares steamed 5.2% higher after the railroad operator 澳洲幸运5开奖号码历史查询:topped analysts' expectations with a year-over-year jump in quarterly earnings per share (EPS). A decline in fuel costs helped drive the strong performance, while the shipping and logistics firm also highlighted increased freight car velocity and momentum in workforce productivity.

Decliners

• Shares of Electronic Arts (EA) suffered the steepest drop in the S&P 500 on Thursday, plummeting 16.7% after the video game maker澳洲幸运5开奖号码历史查💞询: l𒈔owered its net bookings guidance. EA attributed its more muted forecast to underperformance from several games, especially its soccer franchise, where the company expects to post a year-over-year drop in sales in its quarterly earnings report set for release on Feb. 4.
• Leidos Holdings (LDOS) secured a contract with the Transportation Security Administration (TSA) for the maintenance of security equipment at airports across the U.S., but shares of the professional services firm dropped 7.6%. The move lower came after the earnings call of fellow government contractor CACI International (CACI), which included a discussion about the potential impact of the Trump administration's initiatives to rein in government spending. CACI shares fell 9.4%.
• Micron Technology (MU) shares slid 4.0% after Korea-based memory chip competitor SK Hynix said during its earnings call that it sees a mixed demand outlook for 2025. Although AI demand should remain strong, SK Hynix is less certain about mobile and PC clients, noting shifts in trade policy and geopolitical conditions. However, U.S.-based Micron could be more likely than its Korean peer to benefit from Trump administration policies, including the recently announced Stargate AI infrastructure project.

-澳洲幸运5开奖号码历史查询:Michael Bromberg

Major Indexes on Track for 2nd Straight Week of Gains

The Dow, S&P 500 and Nasdaq Composite are each up more than 2% 💧so far th🐼is week, putting them on pace to post weekly gains for the second consecutive week.

It's a noteworthy turnaround for the major indexes, which were each riding two-week losing streaks before last week.

So far in 2025, the Dow is up 4.7%, while t⛦he S&P 500 and Nasdaq have gained 4% and 3.8%, respectively.

Economic Takeaways from Trump's WEF Speech

President Donald Trump spoke remotely to participants at the World Economic Forum meeting in Davos Thursday, promoting his "America First" economic agenda.

Trump said he would use tariffs to push companies to make products in the U.S. and cut corporate taxes for companies manufacturing on U.S. soil.

Trump asked Saudi Arabia and OPEC to lower oil prices, saying it would enable lower interest rates, referring to the Federal Reserve's high interest rates meant to subdue inflation.

Read the 澳洲幸运5开奖号码历史查询:full article here.

-澳洲幸运5开奖号码历史查询:Diccon Hyatt

Elevance Rises as Results Top Estimates, Dividend Boosted

Shares of Elevance Health (ELV) advanced Thursday after the health insurance provider reported better-than-anticipated results on higher pꩵre🔥miums, acquisitions, and growth of its pharmacy coverage unit. It also raised its dividend.

The company posted fourth-quarter adjusted 澳洲幸运5开奖号码历史查询:earnings per share (EPS) of $3.84, with opꩵerating revenue up 6% year-over-year to $45.0 billion. Both exceeded analysts' estimates compiled by Visible Alpha.

Revenue at the Health Benefits segment gained 3% to $37.6 billion, driven by rising premium yields. Revenue for the Carelon division climbed 19% to $14.7 billion on the "launch and growth of risk-based capabilities in Carelon Services and acquisitions completed in 2024."

Elevance anno𓆉unced it would increase its quarterly per-share dividend to $1.71 from $1.63. The first-quarter dividend is payabl🅠e on March 25 to shareholders of record at the close of business on March 10.

Despite tod♏ay’s roughly 2% rise, Elevanc♌e Health shares are down about 15% in the last year.

-澳洲幸运5开奖号码历史查询:Bill McColl

Union Pacific Surges as Earnings Boosted by Lower Fuel Costs

Union Pacific (UNP) shares surged Thursday after the big freight carrier posted better-than-expected earnings as🧔 its costs for fuel declined.

The shipper reported fourth-quarter earnings per share jumped 7% from a year ago to $2.91, exceeding analysts' expectations. Operating revenue fell 1% to $6.12 billion, slightly missing forecasts compiled by Visible Alpha.

Union Pacific's earnings growth came as fuel costs plunged 23% to $581 million, and the average fuel price per gallon consumed dropped 24% to $2.41. It was the fourth consecutive quarter of average fuel cost declines.

Union Pacific projected full-year EPS would be consistent with reaching its three-year 澳洲幸运5开奖号码历史查询:compound annual growth rate (CAGR) in the range ﷺof a high-single-digit to low-double-꧋digit percent. However, it warned volumes could be “impacted by mixed economic backdrop, coal demand, and challenging year-over-year international intermodal comparisons.”

Shares of Union Pacific we👍re up close to 5% in i🎉ntraday trading Thursday and have gained over 8% since the start of the year.

-澳洲幸运5开奖号码历史查询:Bill McColl

Arm Holdings Levels to Watch as Stock Slumps After Huge Gain

Arm Holdings (ARM) tumbled Thursday morning after surging 16% yesterday following news that the chip design company will be a technology partner in the $500 billion 澳洲幸运5开奖号码历史查询:artificial intelligence (AI) Infrastructure project 澳洲幸运5开奖号码历史查询:announced this week by the Trump administration.

Investors see the Stargate project as a significant win for Arm, which is majority-owned by Japan’s SoftBank (SFTBY) and a partner with enterprise software giant Oracle (ORCL), two of the companies leading the project along with ChatGPT maker OpenAI.

Arm shares broke out from a six-month 澳洲幸运5开奖号码历史查询:symmetrical triangle this week, potentially paving the way for further upside. Importantly, Wednesday’s pop was backed by the highest volume since the stock’s early-August sell-off, indicating 澳洲幸运5开奖号码历史查询:institutional investors participated in the move higher.

While the 澳洲幸运5开奖号码历史查询:relative strength index confirms bullish price momentum with a reading above the 70 threshold, the indicator also flags 澳洲幸运5开奖号码历史查询:overbought conditions that 🏅could lead to short-ter꧃m price fluctuations.

Investors should watch key overhead areas on Arm's chart around $187 and $245, while also monitoring a major support level near $150.

The stock, which has more than ▨doubled over the pꦚast year, was down more than 7% after around $166 in recent trading.

Read the full 澳洲幸运5开奖号码历史查询:technical analysis piece here.

-澳洲幸运5开奖号码历史查询:Timothy Smith

GE Aerospace Jumps as Results Blow Past Expectations

Shares of GE Aerospace (GE) surged in premarket 🌳trading Thursday aftꦕer the company reported fourth-quarter results far above analysts' estimates.

The manufacturer of airplane engines and other parts reported net income of $1.9 billion, or $1.75 per share, on $10.81 billion in revenue. 澳洲幸运5开奖号码历史查询:Analysts had expected profit of $1.2 billion, or $1.10 per share, on $10.01 billion in revenue, according to estimates compiled by Visib💝le Alpha.

GE Aerospace's revenue comes largely from two units, 澳洲幸运5开奖号码历史查询:commercial engines and services and defense and propulsion. Revenue for the pair came in at $7.65 billion and $2.52 billion, respectively, while analysts had expected $7.39 billion and $2.5ꦿ3 billion.

For 2025, GE Aerospace projects low-double-digit adjusted revenue growth after rising 10% to $35.1 billion in 2024, along with adjusted 澳洲幸运5开奖号码历史查询:earnings per share (EPS) of $5.10 to $5.45, up from $4.60 this 💖year.

GE shares were up 7% in recent trading They had risen almost 40% entering Thursday since the separation from GE Vernova (GEV) last April.

-澳洲幸运5开奖号码历史查询:Aaron McDade

American Airlines Stock Sinks on Weak Outlook

American Airlines (AAL) shares slumped in premarket trading Thursday as the carrier's soft outloꦬok outweigh𝓡ed stronger-than-expected fourth-quarter results.

The airline reported fourth-quarter net income of $590 million, or 84 cents per share, on revenue of $13.66 billion. Analysts expected profit of $426 million, or 60 cents per share, on revenue💙 of $13.39 billion, per Visible Alpha.

However, the company said that due to current demand trends and fuel price projections, it expects to post a first-quarter adjusted loss of 20 cents to 40 cen♏ts per share, well below the Visible Alpha consensus loss of 1 cent per share.

For the full yearꦉ, American expects adjusted EPS of $1.70 to $2.70, with the midpoint of $2.20 below the $2.35 consensus.

American's results follow those of rivals 澳洲幸运5开奖号码历史查询:Delta Air Lines (DAL) and 澳洲幸运5开奖号码历史查询:United Airlines (UAL), which 澳洲幸运5开奖号码历史查询:issued more upbeat outlooks and noted growth of their 澳洲幸运5开奖号码历史查询:respective "premium" products.

Am⛎erican shares were d꧙own 5% in recent premarket trading.

Through Wednesday's close, the stock had gained 33% over the last 12 months, while United and Delta shares had surged 166% and 78%, respectively.

-澳洲幸运5开奖号码历史查询:Aaron McDade

Major Index Stock Futures Mixed

Futures ♑tied to the ♔Dow Jones Industrial Average were up 0.1%.

S&P 500 futures were down 0.2%.

Nasdaq 100 futures were down 0.5%.