By coinnews 
00:00 Speaker A
Now time for some of today’s training tickers, we’re checking in on shares of nuclear stocks as well as the latest earnings from Decker’s Outdoor Corporation and Intuit. Shares of nuclear-powered companies first and uranium miners for that matter, like Oaklow on the nuclear side, Constellation Energy, Newscale Power, higher today as President Trump signs an executive order to ease regulations and speed up reactor development.
00:20 Donald Trump
It’s become a very safe actually become very safe and tremendous work’s been done on that more than anything else, and it’s really the automatic shutoff. There’s so many different things that they have now that they would have never had.
00:35 Speaker A
And you saw executives there in the Oval Office with him from the likes of Constellation Energy, which is the operator of the Three Mile Island reactor. They’re restarting another reactor under a contract with Microsoft. Oaklow, which is a small modular nuclear reactor developer. Those don’t exist yet in the United States, but that’s one of the forward-looking technologies. And then you’re seeing also the uranium miners rise in today’s session. Those have been trending all day on Yahoo Finance as well.
01:02 Speaker B
Yeah, the big picture is just, you know, this attempt to kind of just ramp US nuclear capacity, so speeding up construction, restarting shuttered plants and and upgrading others. Trump talking about how nuclear technology has come a long way he was saying, in safety and cost. I mean, obviously, the US used to really be a leader in nuclear power and now now it’s it’s really China is is your your top builder. Bloomberg pointing out here they have roughly 30 reactors under construction over there. ‘Cause Russia also a key player as well. But you can see the movement some of these names for plants.
01:42 Speaker A
Right. And and just a couple of things to mention here. Uh the reason that nuclear slowed in the US was in part because of regulation, because it is extraordinarily costly and time-consuming to construct a new reactor.
02:00 Speaker B
And the permitting, they have exactly.
02:01 Speaker A
Exactly. And that’s why the reactors that are being used currently in the United States are old many of them. So that’s thing one. Thing two, the and the real catalyst behind this new push has been the rise of data centers and their just insatiable thirst for energy. But not only that energy that is consistent energy. Nuclear is seen as renewable, right? To some degree. And so in contrast for these tech companies that do want to rely on renewable sources, in contrast to a solar or wind which are not as consistent, nuclear does offer that kind of option. If they can sort of fulfill the promise of getting this stuff up and running.
02:47 Speaker B
Yeah. I’m very interested to see more line of sight to research because the big a big idea here seems to be dually is like, okay, well, we’re just going to cut through a bunch of red tape, right? So I’d be interested to see like, okay, what what does the actual what does that actually mean on the ground? Like before and after this EO, how much more quickly can you get a plant up?
03:09 Speaker A
Right.
03:10 Speaker B
Well, and are you sacrificing safety? Which is always with nuclear a big concern. Yeah.
03:17 Speaker B
One of the first questions. All right, shares of Deckers Outdoor sinking today after the shoe company’s quarterly outlook missed expectations and it didn’t give guidance for fiscal 26 due to uncertainties around global trade policies. So this one under pressure, of course, owner of the Hoka running shoes, Ugg boots, key one forecast disappoints, also decline to offer that full-year guide. Dana Tesley over at a long time analyst we know has covered this, did cut to market perform, target went to 120. She said Hoka growth decelerated faster than expected. She did point out Uggs was better than expected top line, but did she did note this this decision not to offer the guidance, lack of visibility on tariffs and as we all know what that means for consumer demand is just unclear.
04:11 Speaker A
Yeah, I mean, Hoka still seeing it grow 10% in terms of its net sales, but it was growing in you know, the higher double digits. Um Ugg up 3.6% in terms of its sales. But the company now sees first quarter net sales of at most $910 million. The estimate was for about $923.5 million. So this had been sort of a growth name that now is looking like less so. I For some reason, I’m picturing you in Ugg boots. Do you have any Ugg boots?
04:54 Speaker B
I don’t, but I’m not opposed. I was See your point though, just looking at this stock really quickly and and the kind of shelling it’s taken. This stock is now down 50% already in 2025.
05:17 Speaker A
Yeah. And it had been a big grower prior to that. All right, let’s look at Intuit shares as well. Those shares are jumping today. They’re actually at a record high. That’s after the tax preparation software company reported third-quarter results that beat expectations on the top and bottom lines. The company also reported stronger than expected guidance for the fourth quarter and raised its full year revenue forecast. The company has been trying to expand its services besides just the very basic tax preparation and analysts saying that this quarter showed that there are some signs that that is working for them.
06:01 Speaker B
Yeah, RBC’s Rishi Jaluria, friend of the show, of course, Joey, likes this name. Target is now 850. Rishi was telling his clients Intuit reported a solid quarter, strong tax season, says the Q3 results were solid overall outperformance he said was primarily from lower-quality credit karma revenue though he’d point out profitability came in ahead of consensus. Team at Evercore also fans of this one. They tell clients continue to believe that Intuit’s AI monetization opportunity is underappreciated.
06:44 Speaker A
Yeah, I saw a couple of analysts mention that. One sort of question mark for the company is the future of the IRS’s free preparation service because that, you know, even though even though Intuit doesn’t make money itself from its free tax preparation, which is required by law to offer, it had people trade up to the paid eventually, right? The IRS has been competing a little bit more with the free software, but this administration, there’s some questions about whether that free offering from the IRS is going to stick around. So we’ll see what ends up happening. That’s something to watch going forward.
07:31 Speaker B
We’ll check that.