AI Infrastructure, Nuclear Energy and Crypto & Digital Assets Lead Today's Stock Gainers · Aug 25, 2026

Which US stocks moved most on August 25, 2026, the themes that drove them, and the news behind each move.

1. Market at a glance

- S&P 500 (SPY) 765.85 ▼ −0.2% - Nasdaq 100 (QQQ) 710.72 ▼ −0.9% - Russell 2000 (IWM) 299.28 ▼ −0.3% - Dow (DIA) 535.27 ▲ +0.4%

2. Biggest movers, grouped by what drove them

🤖 AI Infrastructure — Cisco and Supermicro are building for AI's next phase, with SMCI's backlogs growing at a record pace. - SMCI +9.4% — Super Micro Computer, Inc. - APLD +7.3% — Applied Digital Corporation ⚛️ Nuclear Energy — Nuclear stocks rebounded on an oversold bounce as NuScale Power deploys nuclear-specific AI to speed reactor development. - OKLO +11.5% — Oklo Inc. - SMR +8.2% — NuScale Power Corporation ₿ Crypto & Digital Assets — Circle lands bank charter as it pushes further into digital assets, boosting crypto-related fintech and mining stocks amid Bitcoin's rally to $80K. - HUT +7.5% — Hut 8 Corp. - RIOT +6.5% — Riot Platforms, Inc. - CIFR +6.2% — Cipher Digital Inc. - IREN +6.0% — IREN Limited - MARA +5.8% — MARA Holdings, Inc. - WULF +5.4% — TeraWulf Inc. - CRCL +4.9% — Circle Internet Group 💎 Precious Metals — Hecla Mining and Coeur Mining spike as Treasury buyback plan ignites precious metals rally. - CDE +3.4% — Coeur Mining, Inc. 💊 GLP-1 Therapeutics — Novo Nordisk reaches LX9851 obesity drug milestone amid weight-loss drug market competition. - NVO +3.7% — Novo Nordisk A/S 📈 Fintech & Brokers — Interactive Brokers and fintech stocks climb as the stablecoin trade pulls the sector into the crypto bid. - IBKR +5.5% — Interactive Brokers Group, Inc. 📊 Low-Priced Small Caps — No news attached — a flow move, not a catalyst. - AIXI +186.3% — Xiao-I Corporation - NCPL +126.8% — Netcapital Inc. - DAIC +124.3% — CID HoldCo, Inc. - PMI +85.3% — Picard Medical, Inc. - RZLV +21.8% — Rezolve AI PLC - PURR +11.6% — Hyperliquid Strategies Inc. - ASST +8.4% — Strive, Inc.

3. What drove the upside

- SMCI's Backlogs are Growing at a Record Pace: What's Ahead? - Nuclear Stocks Rebound on an Oversold Bounce: Uranium Energy Jumps 6%, NuScale Power and Oklo Climb 5% - Circle Internet Group (CRCL) Lands Bank Charter As It Pushes Further Into Digital Assets - Hecla Mining and Coeur Mining Spike 13% as Treasury Buyback Plan Ignites Precious Metals Rally

4. What weighed on it

- NKE −3.1% — NIKE, Inc. - CVE −4.3% — Cenovus Energy Inc. - One group moved with no news attached — flow, not a catalyst.

5. How this was built

Warrants and leveraged ETFs were removed before grouping — they crowd out the underlying names they track. 50 tickers survived that filter. Every number here comes from market data. The theme names and the one-line explanations are written from the day's headlines — where a group moved with no headline behind it, we say so rather than inventing a reason. This is an observation of what moved, not advice and not a recommendation. This tells you where attention went today; it does not tell you what happens next.