Pulse

AXJO +1.0% to 8806.7, firm Friday while Wall St wobbled

PDN +5.9% to 7.32, uranium bid on the AI-nuclear demand theme

BOE +8.5% to 1.35, strongest of the desk uranium names

DYL +0.6% to 0.82, lagging the group move

HSI -1.0% to 24062.7, soft into the weekend

0700 flat at 417.8, holding up better than the index

3690 +0.3% to 75.7, mild gain on a weak day

1810 -1.6% to 26.66, weak into the close

SPY -1.1% to 763.25, worst week since June on AI de-risking

QQQ -2.5% to 709.8, selloff deepened into Friday

NVDA -1.4% to 214.13, semis heavy across the board

TSLA -2.1% to 354.72, caught in the tech downdraft

GLD flat at 382.01, TLT +0.1% to 80.05, bonds steadied

Hot CPI and PPI midweek lifted rate-hike chatter, pressuring growth

CoreWeave debt fears sparked AI-adjacent de-risking, semis index -1.8%

Google-Constellation nuclear deal kept the uranium bid alive in AU

URA -1.9% to 35.43, US uranium names did not follow AU higher

AU uranium strength against US weakness is the divergence to watch Monday

BOE leading while DYL lags suggests rotation favors near-term producers

Tech washout may open bounce entries if Friday marked selling exhaustion

Hold defensives and wait for the Nasdaq to stabilize before adding risk