에 대한 최신 뉴스 BWX Technologies (NYSE:BWXT) 주식

BWX Technologies

BWX Technologies Inc is a specialty manufacturer and service provider of nuclear components, operating in two segments: Government Operations and Commercial Operations. The Government Operations segment produces naval nuclear reactors and fuel for the U.S. Naval Nuclear Propulsion Program, while the Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level nuclear waste. The majority of the company's revenue comes from Government Operations, with sales primarily in the United States, Canada, and other regions.

Ark Invest Cathie Wood

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금요일에 캐시 우드가 이끄는 아크 인베스트(Ark Invest)는 기술 및 숙박 산업에 집중하여 중요한 거래를 진행했다. 이날 가장 두드러진 거래는 에어비앤비(NASDAQ:ABNB), BWX 테크놀로지스(NYSE:BWXT), 타이완 반도체 제조(NYSE:TSM), 어드밴스드 마이크로 디바이시스(NASDAQ:AMD), 로빈후드 마켓(NASDAQ:HOOD), 쇼피파이(NYSE:SHOP), 그리고 베라사이트(NASDAQ:VCYT)의 주식이었다. 한편, 아크 인베스트는 서클 인터넷 그룹(NASDAQ:CRCL), 도어대시(NYSE:DASH), 그리고 어댑티브 바이오테크놀로지스(NASDAQ:ADPT)의 주식을 매도했다.

아크 인베스트: 포트폴리오에 에어비앤비, AMD, 쇼피파이 추가하고 서클 인터넷 보유분 축소

Conceptual,Image,Of,War,Between,Israel,And,Iran,Using,Chess

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&#39;빅쇼트&#39; 투자자 스티브 아이즈먼은 중동 지역의 긴장 고조에 대해 전통적인 통념을 깨는 놀라운 견해를 제시했다.무슨 일 있었나: 수요일(18일) 아이즈먼은 CNBC 스쿼크 박스(Squawk Box)에 출연해 이란 위기가 글로벌 시장과 지정학적 안정성에 대해 실제로 &#34;극히 긍정적&#34;일 수 있다고 언급했다. 

&#39;빅쇼트&#39; 투자자 스티브 아이즈먼 &#34;이란 위기, 시장에는 &#39;극히 긍정적&#39;일 수 있다&#34;

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지난주 최고의 성과를 보인 10개의 대형주는 다음과 같다. US스틸, 유니티 소프트웨어, 비바 시스템즈, BWX 테크놀로지스, 울타 뷰티, 레딧, 홀로직, 인튜이트, 헤이코, 앱러빈

US스틸, 앱러빈, 울타 뷰티 등 지난주 급등한 대형주 10종목 (5월 26일~30일)

BWX Technologies Inc

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended owning MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>), adding that he has always <a href="https://www.benzinga.com/quote/MP/earnings">liked the stock</a>.
Supporting his view, Baird analyst Ben Kallo, on June 17, maintained MP Materials with an Outperform rating and raised the price target from&nbsp;$30&nbsp;to&nbsp;$38.
When asked about Six Flags Entertainment Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FUN#NYSE">FUN</a>), he said, &#8220;Don't be interested in it. I don't like the theme parks other than Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).&#8221;
Supporting his view, Six Flags Entertainment, on May 8, reported worse-than-expected first-quarter sales results.
&#8220;I'm not going to fight anyone who wants to own a nuclear stock. I'm going to bless it even though it's up very, very big,&#8221; Cramer said when asked about BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>).
As per the recent news, BWXT, on June 16, named Kevin McCoy as chief nuclear officer to advance U.S. Navy submarine programs.
Cramer said he is again going to bless Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>). &#8220;It's the kind of company you need to deal with right now — they'll understand all the tariff problems, and they'll help you,&#8221; he added.
Lending support to his choice, Jabil posted third-quarter results on June 17 that exceeded analyst expectations for earnings per share and sales. Jabil also announced an investment of approximately $500 million over the next several years to expand its footprint in the Southeast United States.
Price Action:
<ul class="wp-block-list">
<li>Six Flags shares settled at $30.49 on Tuesday.</li>
<li>MP Materials shares dipped 4.5% to close at $34.91.</li>
<li>BWX Technologies gained 0.2% to settle at $142.31 on Tuesday.</li>
<li>Jabil shares rose 1.7% to close at $211.95.</li>
</ul>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/46072226/top-3-real-estate-stocks-you-may-want-to-dump-in-june">Top 3 Real Estate Stocks You May Want To Dump In June</a></li>
</ul>
Photo: Shutterstock

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Why Cramer Thinks Jabil Is The Perfect Stock For A Tariff Storm

BWX Technologies's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) short percent of float has risen 42.15% since its last report. The company recently reported that it has 2.68 million shares sold short, which is 3.71% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.07 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>BWX Technologies Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750788028_0_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for BWX Technologies has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing BWX Technologies's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, BWX Technologies's peer group average for short interest as a percentage of float is 4.84%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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Peering Into BWX Technologies's Recent Short Interest

On Friday, Cathie Wood-led Ark Invest made significant trades, with a particular focus on the tech and hospitality sectors.
The most prominent trades of the day involved shares of Airbnb Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>), BWX Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>), and Veracyte Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VCYT#NASDAQ">VCYT</a>). Meanwhile, Ark Invest sold off shares of Circle Internet Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NASDAQ">CRCL</a>), DoorDash Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NYSE">DASH</a>) and Adaptive Biotechnologies Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADPT#NASDAQ">ADPT</a>)
The ABNB Trade: Ark Invest&#8217;s ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) fund purchased 162,255 shares of Airbnb, a move that signals confidence in the hospitality industry&#8217;s recovery. The value of this trade, based on the closing price of the day, is around $21.73 million.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/46041090/tesla-faces-safety-questions-from-regulators-ahead-of-robotaxi-launch-in-austin">Tesla Faces Safety Questions From Regulators Ahead Of Robotaxi Launch In Austin</a>
The AMD Trade: Ark Invest&#8217;s ARKK and ARK Fintech Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>) funds bought a total of 189,060 shares of Advanced Micro Devices Inc. This investment comes amidst growing interest in the tech sector. The value of this trade, calculated from the closing price of the day, is around $24.25 million.
The SHOP Trade: Ark Invest&#8217;s ARKF and ARKK funds acquired a total of 166,093 shares of Shopify. This purchase underscores Ark Invest&#8217;s belief in the continued growth of e-commerce platforms. The value of this trade, based on the closing price of the day, is around $17.67 million.
The CRCL Trade: Ark Invest&#8217;s ARKF, ARKK, and ARK Next Generation Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>) funds sold a total of 615,175 shares of Circle Internet Group Inc. This decision follows <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/45964983/cathie-woods-monday-shuffle-buys-nvidia-sells-meta-ark-also-dumps-hot-circle-stock">Ark Invest&#8217;s earlier move</a> to offload shares of the company. The value of this trade, calculated from the closing price of the day, is around $147.81 million.
Other Key Trades:
<ul class="wp-block-list">
<li>Ark Invest&#8217;s ARKK fund bought 136,706 shares of BWX Technologies Inc.</li>
<li>Ark Invest&#8217;s ARKK fund bought 92785 shares of Taiwan Semiconductor Manufacturing Co. Ltd.</li>
<li>Ark Invest&#8217;s ARKK fund bought 218,039 shares of Robinhood Markets Inc.</li>
<li>Ark Invest&#8217;s ARKK fund bought 23963 shares of Veracyte Inc.</li>
<li>Ark Invest&#8217;s ARKF and ARKW funds bought a total of 21287 shares of DoorDash Inc.</li>
<li>Ark Invest&#8217;s ARK Genomic Revolution ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>) fund sold 13154 shares of Adaptive Biotechnologies Corp.</li>
</ul>
Read Next:
<a href="https://www.benzinga.com/news/politics/25/06/46041118/iran-halts-nuclear-talks-with-us-no-negotiations-until-israeli-aggression-stops-says-foreign-minister">Iran Halts Nuclear Talks With US: No Negotiations &#8216;Until Israeli Aggression Stops,&#8217; Says Foreign Minister</a>
<ul class="wp-block-list">
<li>Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</li>
</ul>
Photo courtesy: ChrisStock82 / Shutterstock.com

Cathie Wood's Ark Invest Adds Airbnb, AMD, Shopify To Portfolio, Slashes Stake In Circle Internet

Investor Steve Eisman has a surprising take on the escalating tensions in the Middle East, one that cuts from conventional wisdom during periods of geopolitical conflicts. 
What Happened: On Wednesday, Eisman said the crisis in Iran may actually turn out to be &#8220;extremely positive&#8221; for global markets and geopolitical stability during his appearance on CNBC&#8217;s &#8220;Squawk Box.&#8221;
The investor, best known for shorting collateralized debt obligations in the lead up to the 2008 financial crisis, which inspired the character played by Steve Carell in the 2015 movie &#8220;The Big Short,&#8221; describes Iran as a &#8220;death cult,&#8221; which is now &#8220;very close to getting a nuclear weapon.&#8221;
See Also: <a href="https://www.benzinga.com/markets/treasuries/25/06/46012056/peter-schiff-predicts-worse-financial-crisis-than-2008-as-fed-holds-rates-the-solution-involves-much-higher-interest-rates-as-years-of-easy-money-trigger-stagflation-and-investor-exodus">Peter Schiff Predicts &#8216;Worse Financial Crisis Than 2008&#8217; As Fed Holds Rates: &#8216;The Solution Involves Much Higher Interest Rates&#8217; As Years of Easy Money Trigger Stagflation And Investor Exodus</a>
Eisman argues that if Iran succeeds in its nuclear quest, it will trigger a regional arms race, with neighbors like Turkey and Saudi Arabia seeking their own deterrents. &#8220;That would have been a disaster,&#8221; he says, adding that getting rid of such a death cult anywhere in the world, &#8220;is a very positive thing.&#8221;
He also states that the markets hadn&#8217;t priced in this risk, but he believes the situation now offers potential upside, referring to the removal of a long-term geopolitical destabilizer that could benefit both the markets and global security.
Why It Matters: Stocks have been relatively unfazed since the beginning of this conflict, with limited impact on the benchmarks thus far. 
Economists, too, have recently stated that the impact on the U.S. economy from this conflict <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45943707/us-economy-to-face-pretty-limited-impact-from-israel-iran-airstrikes-with-only-a-tiny-bit-recession-risk-say-economists">is fairly limited</a>. David Seif, Chief Economist&nbsp;for developed markets at&nbsp;Nomura, said, &#8220;recession&nbsp;risks are higher, but only&nbsp;by a tiny bit.&#8221;
The Chief Economist at&nbsp;Santander U.S. Capital Markets, Stephen Stanley, shared similar sentiments, that &#8220;the fallout to the U.S. is&nbsp;pretty limited.&#8221;
There are, however, several beneficiaries of this conflict, which primarily include defense companies that have been rallying over the past week. 
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stocks</th>
<th class="has-text-align-center" data-align="center">Month-To-Date (%)</th>
<th class="has-text-align-center" data-align="center">Year-To-Date (%)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Kratos Defense &amp; Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>)</td>
<td class="has-text-align-center" data-align="center">20.01</td>
<td class="has-text-align-center" data-align="center">59.82</td>
</tr>
<tr>
<td>Optex Systems Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPXS#NASDAQ">OPXS</a>)</td>
<td class="has-text-align-center" data-align="center">21.37</td>
<td class="has-text-align-center" data-align="center">50.87</td>
</tr>
<tr>
<td>BWX Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>)</td>
<td class="has-text-align-center" data-align="center">27.77</td>
<td class="has-text-align-center" data-align="center">26.06</td>
</tr>
<tr>
<td>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td class="has-text-align-center" data-align="center">6.32</td>
<td class="has-text-align-center" data-align="center">25.74</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Defense stocks have been rallying over the past month, amid intensifying tensions in the Middle East, and growing speculations regarding American involvement.</figcaption></figure>
Higher energy prices, however, can weigh on the economy, with Warren Patterson, head of commodity strategy at ING, saying that &#8220;Iran is a meaningful oil producer, pumping 3.3 million barrels per day and exporting around 1.7 million,&#8221; and any disruption in this, he says, can <a href="https://www.benzinga.com/markets/commodities/25/06/45924154/the-120-oil-shock-just-became-a-real-risk-are-we-back-in-2022">push prices to $120</a> per barrel.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="148" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/19050035/Screenshot-2025-06-19-at-2.30.24-PM-1024x148.png" alt="" class="wp-image-954947" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/19050035/Screenshot-2025-06-19-at-2.30.24-PM-1024x148.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/19050035/Screenshot-2025-06-19-at-2.30.24-PM-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/19050035/Screenshot-2025-06-19-at-2.30.24-PM-768x111.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/19050035/Screenshot-2025-06-19-at-2.30.24-PM.png 1526w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Kratos Defense &amp; Security Solutions scores remarkably well, across the board in Benzinga&#8217;s Edge Stock Rankings, with a favorable price trend in the short, medium, and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for finer details on the stock and how it compares with peers and competitors. 
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="&#039;Big Short&#039; trader Steve Eisman: Iran conflict could potentially be &#039;extremely positive&#039; for markets" width="500" height="281" src="https://www.youtube.com/embed/OmcvuRRXgE4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/06/46012244/obama-warns-america-is-dangerously-close-to-autocracy-calls-for-civic-resistance-im-still-the-hope-guy">Obama Warns America Is &#8216;Dangerously Close&#8217; To Autocracy, Calls For Civic Resistance: &#8216;I&#8217;m Still The Hope Guy&#8217;</a></li>
</ul>
Image Via Shutterstock

'The Big Short' Investor Steve Eisman Says Iran Crisis Could Be 'Extremely Positive' For Markets, Calls Regime A 'Death Cult' Close To Nuclear Weapons

BWXT Appoints Kevin McCoy As Chief Nuclear Officer To Advance US Navy Submarine Programs

BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) announced today an <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.aecl.ca%2F&amp;esheet=54272704&amp;newsitemid=20250612507832&amp;lan=en-US&amp;anchor=Atomic+Energy+of+Canada+Limited&amp;index=1&amp;md5=b2d9ab2862f26990587d533fd7d65903">Atomic Energy of Canada Limited</a> award for the management and operation of <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.cnl.ca%2F&amp;esheet=54272704&amp;newsitemid=20250612507832&amp;lan=en-US&amp;anchor=Canadian+Nuclear+Laboratories+Ltd.+%28CNL%29&amp;index=2&amp;md5=9dce8caa1fa86b5647ec61aad7f19079">Canadian Nuclear Laboratories Ltd. (CNL)</a>.
Nuclear Laboratory Partners of Canada Inc. (<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.NLPOC.CA&amp;esheet=54272704&amp;newsitemid=20250612507832&amp;lan=en-US&amp;anchor=NLPC&amp;index=3&amp;md5=a1c850dc2037031b562b9e6ad82e0c47">NLPC</a>) is a Canadian joint venture that has been selected as the preferred bidder for managing CNL after a competitive procurement process that <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.aecl.ca%2Fabout-aecl%2Fgoco-contract-renewal%2F&amp;esheet=54272704&amp;newsitemid=20250612507832&amp;lan=en-US&amp;anchor=began+in+2023&amp;index=4&amp;md5=719c78ffd4581ea25d5487851f041988">began in 2023</a>. The NLPC team is led by three primary joint venture partners, BWXT, Kinectrics, and Amentum, and a key subcontractor, Battelle.
Nuclear Laboratories Partners of Canada Inc. will assume responsibility of CNL, with Dennis Carr as president and CEO, on Sept. 13, 2025, following a transition period that will commence in the coming weeks. The contract, valued at C$1.2 billion per year on average, is for six years with extension periods that can be exercised based on performance for up to a total of 20 years.
BWXT&#39;s Canadian operations include operating sites in Ontario and British Columbia, employing more than 1,800 people who support the nuclear energy industry. The company is also a certified PAIR-Committed organization supporting Indigenous communities.

Contracts

Global

AMTM

BWX Technologies-Led JV Awarded CAD$1.2 Billion Annual Contract To Manage Canadian Nuclear Laboratories For 6-Years, With Potential 20-Year Term

BWXT's KINECTRICS Expands Global High Voltage Cable Commissioning Services With Multi-Million-Dollar Investment In HIGHVOLT Technology

These ten large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>United States Steel Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) shares jumped 25.45%. Japan&#8217;s Nippon Steel is set to finalize its acquisition of the company at $55 per share, according to <a href="https://www.benzinga.com//node/45622810" target="_blank" rel="noreferrer noopener">sources familiar with the matter</a>.</li>
<li>Unity Software Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>) shares escalated 19.30% after Jefferies analyst Brent Thill upgraded the company from Hold to Buy and raised <a href="https://www.benzinga.com/quote/u/analyst-ratings" target="_blank" rel="noreferrer noopener">the price forecast from $22 to $29</a>.</li>
<li>Veeva Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) shares rose 18.75% after multiple analysts raised their price forecasts on the stock. The company <a href="https://www.benzinga.com//node/45677373" target="_blank" rel="noreferrer noopener">recently raised its FY26 guidance</a>.</li>
<li>BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) shares upped 16.71% as President Donald Trump signed a suite of executive orders to <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">revive the U.S. nuclear industry</a>.</li>
<li>Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares increased 14.88% after the company reported better-than-expected first-quarter earnings and analysts <a href="https://www.benzinga.com//node/45695903" target="_blank" rel="noreferrer noopener">raised the price forecast on the stock</a>.</li>
<li>Reddit, Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) stock increased 14.27% after it was named among the <a href="https://www.benzinga.com//node/45679678" target="_blank" rel="noreferrer noopener">additions to the Russell 3000 index</a>.</li>
<li>Hologic, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLX#NASDAQ">HOLX</a>) stock grew 14.12% after private equity firms TPG and Blackstone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) recently bid to acquire the company, <a href="https://www.benzinga.com//node/45629538" target="_blank" rel="noreferrer noopener">valuing it at over $16 billion</a>.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) stock upped 13.12%, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July.</li>
<li>Heico Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>) shares were up 12.19% after the company reported <a href="https://www.benzinga.com//node/45630872" target="_blank" rel="noreferrer noopener">better-than-expected financial results</a>.</li>
<li>Applovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) stock gained 11.82% last week. It continued upward momentum following <a href="https://www.benzinga.com//node/45543602" target="_blank" rel="noreferrer noopener">strong Q1 earnings</a> and tariff <a href="https://www.benzinga.com//node/45655193" target="_blank" rel="noreferrer noopener">truce tailwinds</a>.</li>
</ol>
Photo via Shutterstock

United States Steel, Applovin And Ulta Beauty Are Among Top Large-Cap Gainers Last Week (May 26-May 30): Are The Others In Your Portfolio?

The <a href="https://www.benzinga.com/topic/nuclear-energy">nuclear energy sector</a> just got a jolt of presidential power—and Wall Street noticed. Shares of nuclear-power startup Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), uranium supplier Centrus Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>), and reactor heavyweight BWX Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) charged higher this week as President Donald Trump signed a suite of executive orders aimed at reviving the U.S. nuclear industry.
<h2 class="wp-block-heading">Trump&#8217;s Nuclear Push Ignites Analyst Optimism</h2>
Calling it "the most consequential shift in energy policy of our lifetimes," William Blair analyst Jed Dorsheimer initiated coverage of the three companies with Outperform ratings, citing a policy backdrop that now aggressively favors nuclear innovation and domestic uranium production.
Trump's four executive orders—signed Friday—mandate faster licensing timelines, greenlight federal land for new nuclear builds, and prioritize AI data centers and defense facilities as early beneficiaries. The goal: break regulatory bottlenecks and unleash a new wave of U.S.-based nuclear projects, including 10 large reactors by 2030.
<h2 class="wp-block-heading">Oklo, Centrus, BWX Flash Bullish Technicals</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" width="631" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM.png" alt="" class="wp-image-930323" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Oklo, which aims to bring its first small modular reactor (SMR) online by 2028, saw its stock surge over 10% Tuesday and is now up 150% in 2025 alone. Dorsheimer pegs Oklo's fair value at $70—a roughly 30% upside from current levels—with bullish scenarios reaching as high as $82.
Read Also: <a href="https://www.benzinga.com/news/mid-cap/25/05/45618496/oklo-inks-deal-with-south-korean-nuclear-giant-for-global-push">Oklo Inks Deal With South Korean Nuclear Giant For Global Push</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" width="631" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM.png" alt="" class="wp-image-930324" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Centrus Energy, the only U.S.-owned uranium enricher, is riding its own wave. The stock soared nearly 13% Tuesday, fueled by technical momentum and strategic positioning amid growing national security concerns over enriched uranium supplies. Blair's price target: $185—about 42% upside from current prices.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" width="631" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM.png" alt="" class="wp-image-930325" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
BWX Technologies, long the Navy's go-to nuclear supplier, could expand its footprint into commercial SMRs. Though its recent gains were modest, Blair sees a potential 36% climb with a target of $173.
With all three stocks now trading well above key moving averages, the trend is bullish—and the policy winds are clearly at their back. 
Whether you believe in the trillion-dollar nuclear dream or just want to ride the momentum, Wall Street's message is clear: this trio is officially on watch.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May&#8217;s Rally Marks Best Month On Record</a></li>
</ul>
Photo: Shutterstock

Technicals

OKLO

Nuclear Trio Oklo, Centrus, BWX Soar As Trump Supercharges Reactor Policy

BWX Technologies's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) short percent of float has fallen 6.12% since its last report. The company recently reported that it has 1.89 million shares sold short, which is 2.61% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.77 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>BWX Technologies Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748448018_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for BWX Technologies has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing BWX Technologies's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, BWX Technologies's peer group average for short interest as a percentage of float is 4.67%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Is BWX Technologies Gaining or Losing Market Support?

William Blair analyst Jed Dorsheimer initiates coverage on BWX Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) with a Outperform rating.

Initiation

Analyst Ratings

William Blair Initiates Coverage On BWX Technologies with Outperform Rating

On Friday, Cathie Wood-led Ark Invest made several significant trades. The most prominent among these involved Intuitive Machines Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>), Oklo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NASDAQ">OKLO</a>), L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>), BWX Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NASDAQ">BWXT</a>), Block Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NASDAQ">XYZ</a>), Nextdoor Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KIND#NASDAQ">KIND</a>), Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), and Blade Air Mobility Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLDE#NASDAQ">BLDE</a>).
The OKLO Trade: Ark&#8217;s Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) sold 97,238 shares of Oklo Inc. This move represents 0.5039% of the ETF.
The BWXT Trade: In a contrasting move, ARKQ purchased 16,369 shares of BWX Technologies Inc., representing 0.2016% of the ETF.
The CCJ Trade: Ark Invest also offloaded 33,110 shares of Cameco Corp. from its ARKQ portfolio. This sale accounts for 0.2002% of the ETF.
The LUNR Trade: ARKQ added 142,270 shares of Intuitive Machines Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>), accounting for 0.1681% of the ETF.
The LHX Trade: Ark Invest&#8217;s ARKQ also bought 4,037 shares of L3Harris Technologies Inc., representing 0.1001% of the ETF.
The XYZ Trade: Ark&#8217;s Next Generation Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>) sold 14,810 shares of Block Inc. This move represents 0.0492% of the ETF. This sale comes after <a href="https://www.benzinga.com/25/05/45579194/cathie-wood-dumps-block-shares-as-bitcoin-hits-fresh-all-time-high-buys-baidu-amid-robot-car-buzz">Cathie Wood dumped Block shares</a> as Bitcoin hit a fresh all-time high.
The KIND Trade: In a contrasting move, ARKW purchased 105,974 shares of Nextdoor Holdings Inc., representing 0.0089% of the ETF.
The BLDE Trade: Ark&#8217;s Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>) bought 7,229 shares of Blade Air Mobility Inc., representing 0.0084% of the ETF.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45599346/why-googles-demis-hassabis-disagrees-with-co-founder-sergey-brin-on-when-agi-will-arrive-and-sets-a-much-higher-bar">Why Google&#8217;s Demis Hassabis Disagrees With Co-Founder Sergey Brin On When AGI Will Arrive: &#8216;I Have Quite A High Bar&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: ChrisStock82 / Shutterstock.com

Markets

ARKQ

ARKX

BLDE

KIND

LUNR

Cathie Wood's Ark Invest Shuffles Portfolio: Trades Include Intuitive Machines, Oklo, And More

U.S. stocks were lower, with the Dow Jones index falling around 300 points on Friday.
Shares of Frontline plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>) rose during Friday's session <a href="https://www.benzinga.com/quote/FRO/earnings">following first-quarter results</a>.
The company reported revenue of $427.9 million, surpassing the $264.2 million consensus. Adjusted EPS declined to 18 cents from 62 cents a year ago, missing the consensus of 23 cents.
Frontline shares gained 3.7% to $17.81 on Friday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Merus N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRUS#NASDAQ">MRUS</a>) shares jumped 30% to $54.04 as the company disclosed interim clinical data as of a February 27, 2025 data cutoff from the ongoing phase 2 trial of the bispecific antibody petosemtamab in combination with pembrolizumab.</li>
<li>NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) rose 24.7% to $34.40.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 23.4% to $114.98.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) rose 23.1% to $49.03 after Wedbush raised its price target on the stock from $45 to $55 and maintained an Outperform rating.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 23.1% to $114.80.</li>
<li>Uranium Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UEC#NYSE">UEC</a>) gained 19.2% to $6.15.</li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) shares gained 16% to $29.36.</li>
<li>NexGen Energy Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>) rose 11.6% to $6.07.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) gained 8.8% to $724.54 after the company reported better-than-expected third-quarter financial results and raised guidance.</li>
<li>Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) rose 8.2% to $57.13.</li>
<li>BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) gained 6.5% to $114.70.</li>
<li>Fluor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLR#NYSE">FLR</a>) rose 5.4% to $39.61.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45585296/jim-cramer-says-medical-properties-trust-has-too-much-risk-likes-this-industrial-stock">Jim Cramer Says Medical Properties Trust Has &#8216;Too Much Risk,&#8217; Likes This Industrial Stock</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

MRUS

Nuveen Arizona Dividend Advantage Municipal Funds 3

Frontline, Merus, Intuit And Other Big Stocks Moving Higher On Friday

After grappling with regulatory hurdles, rising capital costs, and rapidly declining costs of renewables like solar, Cathie Wood&#8216;s Ark Invest highlights in its new research that nuclear energy can potentially emerge as the lowest-cost source of electricity, outcompeting solar.
What Happened: A new research note from Sam Korus, the director of research for autonomous technology and robotics at Ark, published on May 14, highlights that nuclear power&#8217;s promise of reliable baseload energy was overshadowed by soaring expenses, particularly after the 1970s.
While solar costs have plummeted, Ark Invest&#8217;s analysis highlights a crucial, often overlooked factor: utilization rates.
&#8220;A quick glance suggests nuclear wouldn&#8217;t be as low as solar on a cost-per-watt basis,&#8221; the research note explains, &#8220;but importantly, the first glance misses a key point: nuclear plants operate at more than 80% utilization, while solar plants operate at a capacity utilization rate in the low 20s%.&#8221;
When adjusted for this, the playing field dramatically shifts, explains Korus in his research.
The research proposes four potential cost scenarios for nuclear, with the most optimistic envisioning a &#8220;step-change cost decline to pre-1975 nuclear cost trendline.&#8221;
This discontinuous drop, driven by new companies like Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), could lead to overall capital costs of approximately $3.3 trillion, making nuclear power the lowest-cost option.
Korus adds, &#8220;The future of nuclear energy depends upon costs. If a company were to achieve a discontinuous decline in costs, nuclear power could emerge as the lowest-cost source of electricity.&#8221;
Here&#8217;s a list of some solar energy-linked stocks and exchange-traded funds that investors could consider.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Nuclear Energy Linked Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)</td>
<td>71.95%</td>
<td>404.97%</td>
</tr>
<tr>
<td>Nuscale Power Corp.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>)</td>
<td>32.58%</td>
<td>217.30%</td>
</tr>
<tr>
<td>Lightbridge Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTBR#NASDAQ">LTBR</a>)</td>
<td>96.27%</td>
<td>220.83%</td>
</tr>
<tr>
<td>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>)</td>
<td>28.41%</td>
<td>96.79%</td>
</tr>
<tr>
<td>BWX Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>)</td>
<td>-1.14%</td>
<td>24.59%</td>
</tr>
<tr>
<td>Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)</td>
<td>20.53%</td>
<td>31.36%</td>
</tr>
<tr>
<td>Talen Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>)</td>
<td>13.65%</td>
<td>123.86%</td>
</tr>
<tr>
<td>Entergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>)</td>
<td>11.84%</td>
<td>47.66%</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Nuclear Energy Stocks Linked ETFs</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>VanEck Uranium and Nuclear ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>)</td>
<td>4.30%</td>
<td>-0.74%</td>
</tr>
<tr>
<td>Sprott Uranium Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>)</td>
<td>-14.84%</td>
<td>-37.40%</td>
</tr>
<tr>
<td>Range Nuclear Renaissance Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUKZ#NYSE">NUKZ</a>)</td>
<td>11.74%</td>
<td>39.05%</td>
</tr>
<tr>
<td>Themes Uranium &amp; Nuclear ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/URAN#BATS">URAN</a>)</td>
<td>2.79%</td>
<td>11.11%</td>
</tr>
<tr>
<td>Defiance Daily Target 2X Long Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URAX#NYSE">URAX</a>)</td>
<td>-37.13%</td>
<td>-60.30%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/05/45536595/big-beautiful-bill-will-explode-the-deficit-and-make-the-rich-richer-congressional-budget-office">Big Beautiful Bill Will &#8216;Explode The Deficit,&#8217; And Make The Rich Richer: Congressional Budget Office Estimates 4% Income Fall For Lowest Decile Of Americans By 2033</a>
Why It Matters: Talking about solar energy, Korus said that while solar costs are expected to continue their decline, there are significant logistical challenges.
&#8220;Solar's land requirement at 71.4 million acres would be a considerable logistical challenge,&#8221; the note states.
This vast footprint, coupled with complex real estate negotiations and long interconnect times, could make large-scale solar deployment difficult, leaving a vital role for alternative sources like nuclear.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Wednesday. The SPY was down 0.44% to $590.22, while the QQQ declined 0.47% to $517.85, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/market-summary/25/05/45539236/tesla-is-6x-more-expensive-than-its-peers-and-the-most-overvalued-mag-7-stock-gordon-johnson-questions-fundamentals-as-elon-musk-shrugs-off-concerns">Tesla Is 6X More Expensive Than Its Peers And The Most Overvalued Mag 7 Stock: Gordon Johnson Questions Fundamentals As Elon Musk Shrugs Off Concerns</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock

Analyst Color

Market Summary

Sector ETFs

Broad U.S. Equity ETFs

Futures

ETFs

General

LTBR

NUKZ

Themes ETF Trust Themes Uranium & Nuclear ETF

URAN

URAX

URNM

Cathie Wood's Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here's A List Of Nuclear Energy Linked ETFs To Consider

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$55.00</td>
<td>$192.7K</td>
<td>12.5K</td>
<td>1.7K</td>
</tr>
<tr>
<td>VRT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$110.00</td>
<td>$52.7K</td>
<td>581</td>
<td>1.2K</td>
</tr>
<tr>
<td>JCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$100.00</td>
<td>$330.0K</td>
<td>2.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ADP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$320.00</td>
<td>$59.8K</td>
<td>1.7K</td>
<td>583</td>
</tr>
<tr>
<td>NXT</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$55.00</td>
<td>$41.8K</td>
<td>3.5K</td>
<td>360</td>
</tr>
<tr>
<td>UPS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$85.00</td>
<td>$196.5K</td>
<td>358</td>
<td>300</td>
</tr>
<tr>
<td>ARRY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.00</td>
<td>$38.0K</td>
<td>23</td>
<td>200</td>
</tr>
<tr>
<td>BWXT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$60.00</td>
<td>$195.9K</td>
<td>3</td>
<td>38</td>
</tr>
<tr>
<td>ALK</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$52.50</td>
<td>$44.8K</td>
<td>374</td>
<td>38</td>
</tr>
<tr>
<td>UNP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$240.00</td>
<td>$35.1K</td>
<td>400</td>
<td>27</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For DAL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), we notice a call option sweep that happens to be bearish, expiring in 32 day(s) on June 20, 2025. This event was a transfer of 1592 contract(s) at a $55.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $192.7K, with a price of $121.0 per contract. There were 12549 open contracts at this strike prior to today, and today 1790 contract(s) were bought and sold. 
• For VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we notice a put option sweep that happens to be bullish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 49 contract(s) at a $110.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $52.7K, with a price of $1078.0 per contract. There were 581 open contracts at this strike prior to today, and today 1209 contract(s) were bought and sold. 
• For JCI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), we notice a call option trade that happens to be bullish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 1000 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $330.0K, with a price of $330.0 per contract. There were 2278 open contracts at this strike prior to today, and today 1020 contract(s) were bought and sold. 
• For ADP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADP#NASDAQ">ADP</a>), we notice a call option trade that happens to be bullish, expiring in 32 day(s) on June 20, 2025. This event was a transfer of 68 contract(s) at a $320.00 strike. The total cost received by the writing party (or parties) was $59.8K, with a price of $880.0 per contract. There were 1767 open contracts at this strike prior to today, and today 583 contract(s) were bought and sold. 
• Regarding NXT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), we observe a put option trade with neutral sentiment. It expires in 242 day(s) on January 16, 2026. Parties traded 53 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $41.8K, with a price of $790.0 per contract. There were 3585 open contracts at this strike prior to today, and today 360 contract(s) were bought and sold. 
• For UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>), we notice a put option sweep that happens to be bullish, expiring in 395 day(s) on June 18, 2026. This event was a transfer of 300 contract(s) at a $85.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $196.5K, with a price of $655.0 per contract. There were 358 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• Regarding ARRY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>), we observe a put option trade with bullish sentiment. It expires in 32 day(s) on June 20, 2025. Parties traded 200 contract(s) at a $9.00 strike. The total cost received by the writing party (or parties) was $38.0K, with a price of $190.0 per contract. There were 23 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• Regarding BWXT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>), we observe a call option trade with bullish sentiment. It expires in 186 day(s) on November 21, 2025. Parties traded 38 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $195.9K, with a price of $5156.0 per contract. There were 3 open contracts at this strike prior to today, and today 38 contract(s) were bought and sold. 
• For ALK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), we notice a put option sweep that happens to be bearish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 140 contract(s) at a $52.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $44.8K, with a price of $320.0 per contract. There were 374 open contracts at this strike prior to today, and today 38 contract(s) were bought and sold. 
• Regarding UNP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>), we observe a call option trade with bullish sentiment. It expires in 242 day(s) on January 16, 2026. Parties traded 27 contract(s) at a $240.00 strike. The total cost received by the writing party (or parties) was $35.1K, with a price of $1300.0 per contract. There were 400 open contracts at this strike prior to today, and today 27 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ARRY

10 Industrials Stocks With Whale Alerts In Today's Session

BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) today announced that Robb A. LeMasters has stepped down from his position as executive vice president and chief financial officer. The company has named Mike T. Fitzgerald, current chief accounting officer, as the interim chief financial officer.
 &nbsp;

Management

BWX Technologies CFO Robb LeMasters Steps Down; Appoints Mike Fitzgerald As Interim CFO

Maxim Group analyst Tate Sullivan maintains BWX Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) with a Buy and lowers the price target from $140 to $136.

Price Target

Maxim Group Maintains Buy on BWX Technologies, Lowers Price Target to $136

WIIM

BWX Technologies shares are trading lower after the company issued Q1 financial results and issued FY25 sales guidance below estimates.

BWX Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) affirms FY2025 Adj EPS guidance from $3.40-$3.55 to $3.40-$3.55 vs $3.49 analyst estimate. Affirms FY2025 sales outlook from $3.00 billion to $3.00 billion vs $3.03 billion estimate.

Guidance

BWX Technologies Affirms FY2025 Adj EPS Guidance of $3.40-$3.55 vs $3.49 Est; Affirms FY2025 Sales Guidance of $3.00B vs $3.03B Est

BWX Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) reported quarterly earnings of $0.91 per share which beat the analyst consensus estimate of $0.75 by 21.33 percent. This is a 19.74 percent increase over earnings of $0.76 per share from the same period last year. The company reported quarterly sales of $682.26 million which beat the analyst consensus estimate of $644.46 million by 5.87 percent. This is a 12.97 percent increase over sales of $603.93 million the same period last year.

Earnings

Earnings Beats

BWX Technologies Q1 Adj. EPS $0.91 Beats $0.75 Estimate, Sales $682.26M Beat $644.46M Estimate

Commodities

Press Releases

APTIM and BWX Technologies, Inc. Awarded $1.4 Billion Contract for Strategic Petroleum Reserve

BWXT Joint Venture Awarded Strategic Petroleum Reserve Contract

BWXT Moving Forward to Support National Security, Domestic Uranium Enrichment Mission

Sight Sciences Appoints Gary Burbach to its Board of Directors

BWX Technologies Reports First Quarter 2025 Results

BWXT Announces Chief Financial Officer Transition

BWXT Closes Acquisition of Kinectrics

KINECTRICS Signs Contract with HIGHVOLT to Significantly Expand its High Voltage Cable Testing Capacity

BWXT-Led Team Awarded Canadian Nuclear Laboratories Contract from Atomic Energy of Canada Limited

BWXT Announces Leadership Changes

SGHT

Archer Aviation Inc. Class A Common Stock

Archer Aviation

AeroVironment

Axon Enterprise

Boeing

Curtiss-Wright

Leonardo DRS

Embraer

General Dynamics Corporation Common Stock

General Dynamics

GE Aerospace

Heico

Heico Corporation Common Stock

Huntington Ingalls Industries, Inc. Common Stock

Huntington Ingalls Indus

Howmet Aerospace

Karman Holdings

Kratos Defense & Security Solutions, Inc. - Common Stock

Kratos Defense & Security

L3Harris Technologies

Lockheed Martin

Loar Holdings

Northrop Grumman Corporation Common Stock

Northrop Grumman

Rocket Lab USA

Transdigm Group Incorporated Common Stock

TransDigm Gr

Textron

Woodward

CLSA

Maxim Group

Seaport Global

B of A Securities

Truist Securities

Screenshot 2024-11-26 at 6.31.26 PM

AMZN

GOOG

MSFT

URNJ

Amazon, Google And Microsoft Bet Big On Nuclear: AI&#39;s Growing Energy Demands Fuel New Projects

금요일에 캐시 우드가 이끄는 아크 인베스트(Ark Invest)는 기술 및 숙박 산업에 집중하여 중요한 거래를 진행했다.
이날 가장 두드러진 거래는 에어비앤비(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>), BWX 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>), 타이완 반도체 제조(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), 로빈후드 마켓(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), 쇼피파이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>), 그리고 베라사이트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VCYT#NASDAQ">VCYT</a>)의 주식이었다. 한편, 아크 인베스트는 서클 인터넷 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NASDAQ">CRCL</a>), 도어대시(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NYSE">DASH</a>), 그리고 어댑티브 바이오테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADPT#NASDAQ">ADPT</a>)의 주식을 매도했다.
ABNB 거래: 아크 인베스트의 ARK 혁신 ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) 펀드는 에어비앤비의 주식 162,255주를 구매했으며, 이는 숙박 산업의 회복에 대한 신뢰를 나타낸다. 이 거래의 가치는 이날 종가를 기준으로 약 $2,173만이다.
참고: <a href="https://www.benzinga.com/markets/tech/25/06/46041090/tesla-faces-safety-questions-from-regulators-ahead-of-robotaxi-launch-in-austin">테슬라, 오스틴 로보택시 출시 앞두고 규제 당국의 안전 문제에 직면</a>
AMD 거래: 아크 인베스트의 ARKK 및 ARK 핀테크 혁신 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>) 펀드는 어드밴스드 마이크로 디바이시스의 주식 189,060주를 구매했다. 이 투자는 기술 분야에 대한 관심이 높아지는 가운데 이루어졌다. 이 거래의 가치는 이날 종가를 기준으로 약 $2,425만이다.
SHOP 거래: 아크 인베스트의 ARKF 및 ARKK 펀드는 쇼피파이의 주식 166,093주를 인수했다. 이 구매는 아크 인베스트가 전자상거래 플랫폼의 지속적인 성장에 대한 믿음을 강조한다. 이 거래의 가치는 이날 종가를 기준으로 약 $1,767만이다.
CRCL 거래: 아크 인베스트의 ARKF, ARKK, 및 ARK 차세대 인터넷 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>) 펀드는 서클 인터넷 그룹의 주식 615,175주를 매도했다. 이 결정은 <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/45964983/cathie-woods-monday-shuffle-buys-nvidia-sells-meta-ark-also-dumps-hot-circle-stock">아크 인베스트의 이전 </a>움직임을 따른 것이다. 이 거래의 가치는 이날 종가를 기준으로 약 $1억 4,781만이다.
기타 주요 거래:
<ul class="wp-block-list">
<li>아크 인베스트의 ARKK 펀드는 BWX 테크놀로지스의 주식 136,706주를 구매했다.</li>
<li>아크 인베스트의 ARKK 펀드는 타이완 반도체 제조의 주식 92,785주를 구매했다.</li>
<li>아크 인베스트의 ARKK 펀드는 로빈후드 마켓의 주식 218,039주를 구매했다.</li>
<li>아크 인베스트의 ARKK 펀드는 베라사이트의 주식 23,963주를 구매했다.</li>
<li>아크 인베스트의 ARKF 및 ARKW 펀드는 도어대시의 주식 21,287주를 구매했다.</li>
<li>아크 인베스트의 ARK 유전체 혁명 ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>) 펀드는 어댑티브 바이오테크놀로지스의 주식 13,154주를 매도했다.</li>
</ul>
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/othermarkets/%EC%9D%B4%EB%9E%80-%EB%AF%B8%EA%B5%AD%EA%B3%BC%EC%9D%98-%ED%95%B5-%ED%98%91%EC%83%81-%EC%A4%91%EB%8B%A8-%EC%9D%B4%EC%8A%A4%EB%9D%BC%EC%97%98%EC%9D%98-%EA%B3%B5%EA%B2%A9%EC%9D%B4-%EB%A9%88%EC%B6%9C/" target="_blank" rel="noopener">이란, 미국과의 핵 협상 중단: &#8216;이스라엘의 공격이 멈출 때까지 협상 없음&#8217;이라고 외무장관이 말했다</a></li>
</ul>
면책 조항: 이 내용은 부분적으로 AI 도구의 도움으로 작성되었으며, 벤징가 편집자에 의해 검토 및 발행되었다.
사진 제공: ChrisStock82 / Shutterstock.com
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&#8216;빅쇼트&#8217; 투자자 스티브 아이즈먼은 중동 지역의 긴장 고조에 대해 전통적인 통념을 깨는 놀라운 견해를 제시했다.
무슨 일 있었나: 수요일(18일) 아이즈먼은 CNBC 스쿼크 박스(Squawk Box)에 출연해 이란 위기가 글로벌 시장과 지정학적 안정성에 대해 실제로 "극히 긍정적"일 수 있다고 언급했다. 
2008년 금융 위기 직전 부채담보부증권(CDO)을 공매도해 유명해진 아이즈먼은 2015년 영화 《빅쇼트》에서 스티브 카렐이 연기한 캐릭터의 모티프가 된 인물이다. 아이즈먼은 이란을 "죽음 숭배 집단"으로 묘사하며, 현재 "핵무기 획득에 매우 가까이 다가섰다"고 주장했다.
아이즈먼은 이란이 핵 개발에 성공하면 터키와 사우디아라비아 등 이웃 국가들이 자체 억지력을 추구하며 지역 무기 경쟁이 촉발될 것이라고 했다. "그것은 재앙이 되었을 것"이라며, 세계 어디서든 이런 죽음의 종교를 제거하는 것은 "매우 긍정적인 일"이라고 덧붙였다.
또한 그는 시장이 이 위험을 반영하지 않았다고 지적하지만, 현재 상황은 장기적인 지정학적 불안정 요인의 제거로 인해 시장과 글로벌 안보 모두에 긍정적인 영향을 미칠 수 있는 잠재적 기회를 제공한다고 믿는다.
왜 중요한가: 이란과 이스라엘의 갈등이 본격화된 이후로 주식 시장은 상대적으로 안정세를 유지해 왔으며, 현재까지 벤치마크 지수에 미치는 영향은 제한적이다.
경제학자들도 최근 이 분쟁이 미국 경제에 미치는 영향은 <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45943707/us-economy-to-face-pretty-limited-impact-from-israel-iran-airstrikes-with-only-a-tiny-bit-recession-risk-say-economists" target="_blank" rel="noopener">상당히 제한적</a>이라고 언급했다. 노무라의 선진 시장 담당 수석 경제학자 데이비드 사이프는 "경기 침체 위험은 높아졌지만, 단지 미미한 수준"이라고 말했다.
산탄데르 미국 자본 시장 수석 경제학자 스티븐 스탠리도 유사한 견해를 밝히며 "미국에 미치는 영향은 상당히 제한적&#8221;이라고 언급했다.
그러나 이 분쟁의 수혜자도 몇몇 존재하며, 주로 지난주 동안 상승세를 보인 방산 기업들이 포함된다.
<figure class="wp-block-table">
<table class="has-fixed-layout">
<thead>
<tr>
<th>주식</th>
<th class="has-text-align-center" data-align="center">이번 달 (%)</th>
<th class="has-text-align-center" data-align="center">올해 (%)</th>
</tr>
</thead>
<tbody>
<tr>
<td>크라토스 디펜스 앤 시큐리티 솔루션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>)</td>
<td class="has-text-align-center" data-align="center">20.01</td>
<td class="has-text-align-center" data-align="center">59.82</td>
</tr>
<tr>
<td>옵텍스 시스템즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPXS#NASDAQ">OPXS</a>)</td>
<td class="has-text-align-center" data-align="center">21.37</td>
<td class="has-text-align-center" data-align="center">50.87</td>
</tr>
<tr>
<td>BWX 테크놀로지스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>)</td>
<td class="has-text-align-center" data-align="center">27.77</td>
<td class="has-text-align-center" data-align="center">26.06</td>
</tr>
<tr>
<td>RTX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td class="has-text-align-center" data-align="center">6.32</td>
<td class="has-text-align-center" data-align="center">25.74</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">
방산 주식은 중동 긴장이 고조되고 미국 개입에 대한 추측이 증가하면서 지난 한 달 동안 상승세를 이어갔다.
그러나 에너지 가격 상승은 경제에 부담을 줄 수 있으며, ING의 원자재 전략 담당 책임자 워렌 패터슨은 "이란은 하루 330만 배럴을 생산하고 약 170만 배럴을 수출하는 주요 원유 생산국"이라며, 이 공급망에 차질이 생기면 <a href="https://www.benzinga.com/markets/commodities/25/06/45924154/the-120-oil-shock-just-became-a-real-risk-are-we-back-in-2022">배럴당 120달러까지 가격이 상승할 수 있다</a>고 지적했다.
이미지: 셔터스톡
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.
</figcaption>
</figure>

'빅쇼트' 투자자 스티브 아이즈먼 "이란 위기, 시장에는 '극히 긍정적'일 수 있다"

지난주 최고의 성과를 보인 10개의 대형주는 다음과 같다.
<ol class="wp-block-list">
<li>US스틸(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) 주가는 25.45% 급등했다. 일본제철이 US스틸알 주당 55달러에 인수하기 위한 최종 절차를 밟고 있다고 <a href="https://www.benzinga.com//node/45622810" target="_blank" rel="noreferrer noopener">관계자들에 따르면</a> 전해졌다.</li>
<li>유니티 소프트웨어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>) 주가는 제프리스 애널리스트인 브렌트 틸이 회사 투자의견을 보유에서 매수로 상향 조정하고 <a href="https://www.benzinga.com/quote/u/analyst-ratings" target="_blank" rel="noreferrer noopener">목표주가를 22달러에서 29달러로 상향</a>한 이후 19.30% 상승했다.</li>
<li>비바 시스템즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) 주가는 여러 애널리스트들이 회사 목표주가를 상향 조정한 후 18.75% 상승했다. 비바 시스템즈는 <a href="https://www.benzinga.com//node/45677373" target="_blank" rel="noreferrer noopener">FY26 가이던스를 최근에 상향 조정</a>했다.</li>
<li>BWX 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) 주가는 도널드 트럼프 대통령이 <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">미국 원자력 산업을 부활시키기 위한 여러 행정명령에 서명</a>한 후 16.71% 상승했다.</li>
<li>울타 뷰티(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) 주가는 이 회사가 예상보다 좋은 1분기 실적을 보고한 후 14.88% 상승했으며, 애널리스트들이 <a href="https://www.benzinga.com//node/45695903" target="_blank" rel="noreferrer noopener">목표주가를 올렸다</a>.</li>
<li>레딧(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) 주가는 러셀 3000 지수에 <a href="https://www.benzinga.com//node/45679678" target="_blank" rel="noreferrer noopener">편입되는 것으로 발표되면서</a> 14.27% 상승했다.</li>
<li>홀로직(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLX#NASDAQ">HOLX</a>) 주가는 사모펀드 TPG와 블랙스톤 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)가 최근 이 회사를 인수하기 위해 입찰한 후 <a href="https://www.benzinga.com//node/45629538" target="_blank" rel="noreferrer noopener">회사의 가치를 160억 달러 이상으로 평가했다</a>는 소식에 14.12% 상승했다.</li>
<li>인튜이트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) 주가는 트럼프 대통령이 EU 50% 관세를 7월로 연기한 후 전체 시장 강세 속에서 13.12% 상승했다.</li>
<li>헤이코 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>) 주가는 회사가 <a href="https://www.benzinga.com//node/45630872" target="_blank" rel="noreferrer noopener">예상보다 좋은 재무 실적을 보고</a>한 후 12.19% 상승했다.</li>
<li>앱러빈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) 주가는 지난주 11.82% 상승했다. 회사는 <a href="https://www.benzinga.com//node/45543602" target="_blank" rel="noreferrer noopener">강력한 1분기 실적</a>과 관세 <a href="https://www.benzinga.com//node/45655193" target="_blank" rel="noreferrer noopener">휴전의 여파</a>로 상승세를 이어갔다.</li>
</ol>
사진 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

<a href="https://www.benzinga.com/topic/nuclear-energy">원자력 분야</a>는 대통령의 파워로 새로운 전환점을 맞이했으며, 월가도 주목하고 있다.  도널드 트럼프 대통령이 미국 원자력 산업 부흥을 목표로 하는 일련의 행정 명령에 서명하면서, 원자력 발전 스타트업인 오클로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), 우라늄 공급업체 센트러스 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>), 그리고 원자로 대기업 BWX 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) 주가가 이번 주에 급등했다.
<h3 class="wp-block-heading">트럼프의 원자력 추진, 애널리스트 낙관론 촉발</h3>
윌리엄 블레어의 애널리스트 제드 도르샤이머(Jed Dorsheimer)는 "우리 생애에서 가장 중대한 에너지 정책의 변화"라고 부르며, 현재 원자력 혁신과 국내 우라늄 생산을 적극적으로 선호하는 정책적 배경을 언급하며 시장수익률 상회 등급을 받은 세 기업에 대한 커버리지를 개시했다.
금요일(23일)에 서명된 트럼프의 행정명령 4건은 인허가 기간을 단축하고, 신규 원전 건설을 위한 연방 토지를 허가하며, AI 데이터 센터와 방위 시설을 초기 수혜자로 우선순위를 정하도록 규정하고 있다. 목표는 규제 병목 현상을 해소하고 2030년까지 10개의 대형 원자로를 포함한 미국 기반 원자력 프로젝트의 새로운 물결을 일으키는 것이다.
<h3 class="wp-block-heading">오클로, 센트러스, BWX의 기술적 강세 신호</h3>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" class="wp-image-930323" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM.png" sizes="(max-width: 631px) 100vw, 631px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM-300x231.png 300w" alt="" width="631" height="486" /></a></figure>
&#x2A;차트는 벤징가 프로(Benzinga Pro)를 사용하여 생성됨
2028년까지 최초의 소형 모듈형 원자로(SMR)를 가동하는 것을 목표로 하는 오클로는 주가가 화요일(27일) 10% 이상 급등한 이후 수요일(28일)에도 2.49% 오르면서 상승세를 이어갔고, 2025년에만 151% 상승했다. 도르샤이머는 오클로의 적정 가치를 현재 수준에서 약 30% 상승한 70달러로 보고 있으며, 낙관적인 시나리오에서는 82달러까지 오를 것으로 예상하고 있다.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" class="wp-image-930324" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM.png" sizes="(max-width: 631px) 100vw, 631px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM-300x231.png 300w" alt="" width="631" height="486" /></a></figure>
&#x2A;차트는 벤징가 프로(Benzinga Pro)를 사용하여 생성됨
미국 소유의 유일한 우라늄 농축 업체인 센트러스 에너지는 자체적인 상승세를 타고 있다. 농축 우라늄 공급에 대한 국가안보 우려가 커지는 가운데 기술적 모멘텀과 전략적 포지셔닝에 힘입어 화요일 주가가 13% 가까이 급등했고, 수요일에도 3.46% 상승 마감했다. 윌리엄 블레어 목표주가는 185달러로 현재 주가 대비 42% 상승 여력이 있다.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" class="wp-image-930325" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM.png" sizes="(max-width: 631px) 100vw, 631px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM-300x231.png 300w" alt="" width="631" height="486" /></a></figure>
&#x2A;차트는 벤징가 프로(Benzinga Pro)를 사용하여 생성됨
오랫동안 해군의 원자력 공급업체로 활약해 온 BWX 테크놀로지스는 상업용 SMR로 사업 영역을 확장할 수 있다. 최근 상승폭은 크지 않았지만, 블레어는 목표 주가가 173달러로 36% 상승할 것으로 보고 있다.
현재 세 종목 모두 주요 이동 평균을 훨씬 웃도는 수준에서 거래되고 있어 추세는 강세이며, 정책적 호재가 뒷받침되고 있다.
1조 달러 규모 원자력의 꿈을 믿든, 아니면 모멘텀을 타고 싶든 월스트리트의 메시지는 분명하다. 이 3인방이 공식적으로 주목받고 있다는 점이다.
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
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원자력 3인방 오클로·센트러스·BWX, 트럼프의 원전 정책 강화 속 급등세

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