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U.S. Stock Market Performance: U.S. stocks declined slightly, with the Dow Jones falling about 0.1% on Thursday, while several companies reported strong earnings and raised their guidance.

Donaldson Company Earnings: Donaldson Company, Inc. saw a 4.7% increase in its stock price after reporting a 3.9% year-over-year sales growth and raising its fiscal 2026 adjusted EPS guidance.

Notable Stock Gains: UiPath Inc. and Science Applications International Corporation experienced significant stock price increases of 16.5% and 15.8%, respectively, following better-than-expected financial results and raised guidance.

Other Companies with Gains: Several other companies, including ASP Isotopes Inc. and BioAge Labs, also saw notable stock price increases due to positive financial news and analyst ratings.

AI's Energy Challenge: Nvidia CEO Jensen Huang emphasized that the future growth of artificial intelligence will be limited by electricity availability rather than chip supply, predicting that tech companies will increasingly rely on their own nuclear reactors for power.

Nuclear Reactors for Data Centers: Huang envisions small nuclear reactors being installed near data centers to provide on-site power, which could alleviate grid strain and ensure a reliable energy supply for the growing demands of AI workloads.

Google's Nuclear Initiatives: Google is already moving towards this model, planning to purchase power from small modular reactor developers, with expectations of significant increases in data center electricity use by 2030.

Projected Electricity Demand Growth: U.S. electricity demand is expected to rise significantly, driven largely by data centers, highlighting the urgent need for innovative energy solutions to support the expanding AI industry.

Market Rebound and Fed Speculation: U.S. markets experienced a strong rebound amid increasing expectations of a Federal Reserve rate cut, driven by dovish comments from officials and speculation about a potential successor to Fed Chairman Jerome Powell.

Alphabet's Valuation Surge: Alphabet Inc. reached a $4 trillion valuation, surpassing Microsoft, fueled by optimism around AI and new product launches, while Nvidia faced challenges due to potential competition from Meta's interest in Alphabet's AI chips.

Bullish Trends in Various Stocks: Stocks like Zoom and Reddit saw significant gains due to positive earnings reports and developments in the AI sector, while the Health Care Select Sector SPDR Fund had its best month since the pandemic.

Bearish Sentiment in Nuclear Stocks: Advanced nuclear firms like Oklo and NuScale experienced sharp declines in stock prices, reflecting investor skepticism about their speculative nature and lengthy timelines for profitability.