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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs sudden resignation amid reports of affairs, including one involving a woman suspected of ties to China, has raised concerns about Nvidias leadership transition and possible national-security or export-control scrutiny. Traders are divided between buying the selloff on confidence in the companys AI business and expecting further pressure from governance uncertainty and potential new disclosures.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Reports of DOJ scrutiny involving Super Micro, Megaspeed and whether entities linked to Alice Huang helped divert Supermicro products to China are driving the selloff, though the scope and any company involvement remain unclear. Traders are divided between fearing renewed investigations and distrust of management, and viewing the reports as recycled or unproven news and the decline as an overreaction.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebiuss Q3 revenue beat was overshadowed by a lower-end 2026 outlook, delayed capacity coming online, and sharply higher planned capital spending, prompting a steep selloff. Traders are split between viewing the drop as an overreaction given strong AI demand and customer prepayments, and worrying about execution, financing, and when the added capacity will generate revenue; Nvidia-related turbulence was also cited as a headwind.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure as traders worry that its reported ties to Megaspeed could draw it into the Nvidia/Jensen Huang espionage probe and invite tighter U.S. chip restrictions; any direct Alibaba involvement remains unconfirmed. The community is split between concerns about access to Nvidia GPUs and bullish speculation that export curbs could benefit Alibabas T-Head chip business.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

A stronger-than-expected Q3 report, including record revenue and backlog, positive free cash flow, and upbeat guidance, is driving LUNRs sharp move and talk of a valuation re-rating. Bulls see improving execution, while skeptics point to ongoing losses and debate whether the company can convert its backlog into durable profitability; traders also note volatility and profit-taking after the gap higher.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

A sharp selloff followed Cardinals weak Q3 profitability and withdrawal of its 2026 outlook, with traders also citing the postponed Hughes Brothers acquisition and CFOs planned departure as concerns. The community is split between calling the decline an overreaction given the companys net cash and announced buyback, and questioning whether the margin and management problems signal deeper risks.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedixs quarterly update beat revenue expectations and maintained its 2026 outlook, but suspended 2027 DefenCath guidance amid uncertainty over CMS reimbursement and utilization. Traders are divided over whether the pending Heron asset acquisition can diversify revenue and offset that uncertainty, while many criticize the selloff and raise concerns about dilution and managements capital allocation.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCelleras positive Phase 2 results for ABCL635, its investigational treatment for menopausal hot flashes, are driving discussion, with traders focused on the drugs potential and the companys expanding pipeline; Q3 results and analyst upgrades have added to the enthusiasm. Many are bullish, while others point to volatile trading and say further durability data and successful later-stage trials are needed to validate the thesis.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos upcoming quarterly report is the main focus, with traders watching whether AI infrastructure orders translate into durable demand and whether guidance and margins support the growth story. The community is split between optimism about AI networking and concern that orders depend on hyperscaler spending and may not convert into lasting revenue.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics Claude workplace tools, including spreadsheet and document features, have intensified concerns that Microsoft 365 and Copilot could face new competition, weighing on the stock. Traders are split between fears of disruption to Microsofts software business and the view that Offices deep enterprise integration makes the selloff an overreaction; heavy AI spending is an additional concern.

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Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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