SpaceX and OpenAI plan to reserve part of their shares on the stock exchange for individuals, and SpaceX may have a record high. The National Fund of Uzbekistan, which owns stakes in Uzbekistan Airways and Uzbekhydroenergo, will hold a dual listing in London and Tashkent. Supermarket chain 7-Eleven postponed its US offering due to weak financials. The main events on the IPO market for the week - in our selection.

SpaceX, OpenAI and the London listing of Uzbekistan's national fund: highlights of the IPO by April 12

The US Navy will soon begin blocking the Strait of Hormuz, President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116391828823240211">said</a> on Truth Social.

Trump orders blockade of Strait of Hormuz after talks with Iran fail

Contemporary Amperex Technology Co., Limited

BYD Company Limited

The shock caused by the cessation of oil and gas supplies from the Persian Gulf countries can lead to radical changes in the global energy market. This is exactly what has happened after previous crises. Electrification and green transition will accelerate, and investors can capitalize on the companies associated with these trends.

New momentum: How the energy crisis is accelerating the transition to green energy

The failure of the talks could cause sharp swings in oil and gas markets, Bloomberg writes

US-Iran talks have collapsed. Iran promises to maintain the blockade of the Strait of Hormuz

Two U.S. Navy destroyers crossed the Strait of Hormuz on Saturday without incident, The Wall Street Journal quoted three sources as <a href="https://www.wsj.com/livecoverage/iran-war-latest-news-israel-us-lebanon-2026?mod=WSJ_home_mediumtopper_pos_1">saying</a>. They are the first U.S. ships to cross the waterway since the war with Iran began six weeks ago.

U.S. Navy ships pass the Strait of Hormuz for the first time since the start of the war 

OpenAI's CEO wrote a post about his mistakes, AI criticism and "Shakespearean dramas" in the industry after his home was attacked 

"The ring of power pushes insanity." Altman responds to accusations of lying after attack

Meta Platforms, Inc.

Tesla, Inc.

Universal Music Group N.V.

Donald Trump agreed with Iran on a two-week truce and the opening of the Strait of Hormuz, which supported the growth of world markets and led to a slight decline in oil prices. Meanwhile, details of a possible listing of SpaceX became known: the company is preparing a placement with a focus on retail investors, but analysts doubt the potential for profitability at a valuation of $2 billion. Against this background, Pershing Square plans to acquire Universal Music with a significant premium, considering the company's securities undervalued. The main events of April 6-10 are in our review.

Highlights of the week: US-Iran truce, Meta AI model, Universal Music deal

Palantir Technologies Inc.

The president's endorsement didn't keep the AI company's stock from falling in trading on April 10

Trump praised Palantir minutes after discussing Burry's criticism on TV

Data

Alto Ingredients, Inc.

Ironwood Pharmaceuticals, Inc.

Oil States International, Inc.

GigaCloud Technology Inc.

Heritage Insurance Holdings, Inc.

Herbalife Ltd.

Movado Group, Inc.

Mitek Systems, Inc.

Seeking Alpha has <a href="https://seekingalpha.com/news/4573837-as-investors-rotate-out-of-mega-caps-these-10-small-cap-strong-buys-are-worth-watching">identified</a>&nbsp;10 small-cap stocks that could benefit from the next phase of AI adoption. The platform cited a research note from Wells Fargo, which said the AI market could soon broaden beyond mega-cap tech companies to include smaller-cap firms.

10 'strong buy' small caps worth watching amid AI progress, rotation out of mega caps

Forward Air Corporation

ZIM Integrated Shipping Services Ltd.

Ardmore Shipping Corporation

Sun Country Airlines Holdings, Inc.

Covenant Logistics Group, Inc.

Marten Transport, Ltd.

Freedom Broker, at the request of <i>Oninvest</i>, has looked at which transportation-sector small caps were the most popular among hedge funds as of the end of 2025. The sample includes six names with market capitalizations below $6 billion during the reporting period, with share prices not exceeding $30.

Freedom: Six small-cap transportation names most popular with hedge funds in 2025

Applied Digital Corporation

Applied Digital, which builds data centers, saw its shares fall more than 6% in premarket trading on Thursday as rising losses overshadowed a strong revenue beat driven by robust demand for data center services, Reuters <a href="https://www.reuters.com/technology/applied-digital-beats-quarterly-revenue-estimates-2026-04-08/">reports</a>.

AI data-center developer Applied Digital beats expectations, but shares are sliding

Alligator Energy Limited

Western Uranium & Vanadium Corp.

Forsys Metals Corp.

Shares of uranium miners significantly outperformed the underlying commodity market in 2025: the Sprott Uranium Miners ETF <a href="https://sprottetfs.com/media/muhafrp2/urnm-ar-tsr-2025.pdf?m=1">gained</a>&nbsp;nearly 40% over the year. Against this backdrop, price dynamics in the global uranium market were more subdued: spot prices <a href="https://investingnews.com/uranium-price-update/#:~:text=U3O8%20spot%20price%20remained%20more%20constrained%20through%202025%2C%20fluctuating%20between%20a%20relatively%20short%20range%20of%20US%2463.17%20(March%2013)%20and%20US%2483.33%20(September%2025)%20per%20pound.">traded</a>&nbsp;in the $63-83 per pound range, while long-term contract prices <a href="https://investingnews.com/uranium-price-update/#:~:text=the%20long%2Dterm%20contract%20price%20displayed%20less%20volatility%20in%202025%2C%20starting%20the%2012%20month%20period%20at%20US%2480%20and%20reaching%20US%2486%20at%20the%20end%20of%20November.">rose</a>&nbsp;from $80 to $86 per pound. By the end of 2026, Goldman Sachs has&nbsp;<a href="https://www.moomoo.com/news/post/63207946/is-uranium-the-next-gold-goldman-sachs-the-supply-deficit?level=1&amp;data_ticket=1775587806729701#:~:text=Structural%2520shortages%2520will%2520drive%2520prices%2520higher%252C%2520with%2520spot%2520prices%2520projected%2520to%2520reach%2520%252491%2520by%2520the%2520end%2520of%25202026%252C%2520indicating%2520at%2520least%2520a%252020%2525%2520increase.">projected</a>&nbsp;spot prices would reach $91 per pound, driven by a uranium deficit that is expected to widen by nearly 12% to 1.914 billion pounds over the 2025-2045 period.

Which nuclear small caps have benefitted from AI-driven rising electricity demand?

NuScale Power Corporation

Investors should take a closer look at shares of NuScale Power, a mid-cap developer of nuclear reactors, <a href="https://www.fool.com/investing/2026/04/08/how-buying-nuscale-power-stock-today-could-10x-yo/">argues</a>&nbsp;Motley Fool contributor Ryan Vanzo. The world is entering a “nuclear renaissance” driven by rising demand from the AI segment, he says. NuScale shares could generate billions for investors, who must be prepared to hold them for an “incredibly long” time, he cautions.

Motley Fool analyst recommends NuScale amid AI-driven 'nuclear renaissance'

Small Caps

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