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AI infrastructure names delivered some of the market’s strongest advances, with HPE surging 12.42% and Dell rallying 11.94% amid the AI spending boom. Nuclear stocks moved sharply lower as NuScale tumbled 15.72% following a UBS downgrade and Oklo fell 9.11% during the broader selloff. All major indexes gained, led by the Dow’s 0.97% rise, while shipping-lane developments added a geopolitical backdrop.

For informational and educational purposes only. Not financial advice.

#MarketRecap #AIInfrastructure #TechStocks #NuclearStocks

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Does the sharp split between rising AI hardware shares and falling nuclear stocks look like a lasting shift in market leadership, or simply a short-term reaction to company news and investor positioning?

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