Nuclear Rally, Deckers outdoors, intuit gains: trend ticker

00:00 Speaker A

Now time for some training cards today, we check in stocks of Nuclear Stocks and the latest income from Decker's outdoor corporation and intuit. Shares of nuclear companies first and uranium mines, such as Oaklow on the nuclear side, constellation energy, news scale, which is now higher, since President Trump signs an executive regulation to facilitate regulations and to accelerate the development of the reactor.

00:20 Donald Trump

It has become very certain that it is more than anything very safe and enormous work is done, and it is really the automatic barrier. There are so many different things that you now have where you would never have had.

00:35 Speaker A

And there they saw executives in the Oval Office with him by people like Constellation Energy, who is the operator of the three Meile -Island reactor. You start another reactor as part of a contract with Microsoft. Oaklow, a small modular nuclear reactor developer. These do not yet exist in the United States, but this is one of the future -oriented technologies. And then you also see that the uranium mountain people rise in today's meeting. They have also become trendy all day long about Yahoo Finance.

01:02 Speaker B

Yes, the overall picture is only this attempt to exceed nuclear capacities, so that the construction work accelerates, the start of starting plants is restarted and others are improved. Trump spoke about how nuclear technology has put on a long way, in safety and costs. I mean, of course, the United States was formerly a leading provider of nuclear power and now it is really that China is her top building. Bloomberg shows here that there are about 30 reactors under construction. Because Russia also an important player. But you can see the movement some of these names for plants.

01:42 Speaker A

Right. And and just a few things that are to be mentioned here. The reason why the core slowed down in the USA was partly because of the regulation, since it is extremely expensive and time -consuming to construct a new reactor.

02:00 Speaker B

And they have the permits exactly.

02:01 Speaker A

Exactly. And that's why the reactors that are currently used in the United States are many of them. So that's one. Ding two, the true catalyst behind this new advance was the rise of data centers and its insatiable thirst for energy. But not only this energy that is consistent energy. Nuclear is considered renewable, right? To a certain extent. In contrast, in contrast to a sun or wind that are not so consistent, these technology companies that want to rely on renewable sources offer this type of option. If you can make the promise to get this stuff up to running.

02:47 Speaker B

Yes. I am very interested in seeing more visibility because the big idea seems to be twice here, okay, well, we will only cut through a few bureaucracy, right? So I would be interested, okay, what does that actually mean what that actually means on site? How much faster can you build a plant as before and after this EO?

03:09 Speaker A

Right.

03:10 Speaker B

Well, and do you sacrifice security? Which is always a big problem. Yes.

03:17 Speaker B

One of the first questions. Okay, stocks of Deckers Outdoor Sinking today, after the quarterly prospects of the shoe company missed the expectations and, due to uncertainties in relation to global trade policy, gave no instructions for 26 for the financial year. This under pressure, of course owners of the Hoka Running Shoes, Ugg boots, important forecasting, also reject this all year round. Dana Tesley, which we know, treated this and shortened the market performance, the goal went to 120. She said that the Hoka growth slowed down faster than expected. She pointed out that UGGS was better than expected, but she noticed this decision, the instructions not to offer the lack of visibility of tariffs, and how we all know what this means for consumers' demand is only unclear.

04:11 Speaker A

Yes, I mean, Hoka, as it still grows by 10% in terms of its net turnover, but it grew in them, the higher double -digit digits. Around UGG in terms of sales by 3.6%. The company now sees net sales of a maximum of 910 million US dollars in the first quarter. The estimate was for about 923.5 million US dollars. So that was a kind of growth name that now looks less. For some reason I imagine in Ugg boots. Do you have any Ugg boots?

04:54 Speaker B

I'm not, but I'm not against it. However, I saw her point of view to look at this stock very quickly and and the kind of shelling he took. This share has now dropped by 50% in 2025.

05:17 Speaker A

Yes. And it had been a big breeder before. Let's also take a look at intuit shares. These stocks jump today. You are actually on a record high. After the tax preparation company reported the results in the third quarter that exceed expectations in the upper and lower line. The company also reported more than expected guidelines in the fourth quarter and increased its sales forecast of the entire year. In addition to the very fundamental tax preparation and analysts, the company tried to expand its services that this quarter has shown that there are some signs that this works for them.

06:01 Speaker B

Yes, Rishi Jaluria of RBC, friend of the show, likes this name, of course. Target is now 850. Rishi told his customers that intuit over a solid quarter and a strong tax season reported that the results in the third quarter were a solid outperformance, which he mainly met from a turnover of credit kara of low quality, although he had pointed out on the consensus of profitability. Team at Evercore also fans of this. They continue to say customers of the view that the KI monearization option is underestimated by intuit.

06:44 Speaker A

Yes, I saw how a few analysts mentioned. A kind of question mark for the company is the future of the free preparation service of the IRS, since this, although intuit does not earn money itself with the free tax preparation that needs to be offered by law, but at some point the people exchange for the paid, right? The IRS has competed a little more with the free software, but this administration has some questions whether this free offer from the IRS stays nearby. So we will see what happens in the end. This is something you can see in the future.

07:31 Speaker B

We will check that.