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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

Nvidias sharp selloff is being tied to concerns that the midterm results and calls for tighter data-center oversight could slow AI infrastructure spending and chip demand, amid a broader semiconductor rout. Traders are divided between viewing the drop as an overreaction and buying opportunity and worrying that weaker capex growth and financing risks could signal an AI-trade slowdown; no broad halt to data-center construction is established.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as traders worry that election-driven opposition to data centers could slow AI infrastructure spending, while broader concerns about capex returns and financing weigh on semiconductor valuations. The community is split between calling the selloff an overreaction and viewing it as a deeper unwind of the AI trade.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs quarterly results and raised 2026 revenue outlook, supported by a Sanofi milestone, dominate discussion. Traders welcome the earnings improvement and licensing strategy, while skeptics argue milestone income has yet to prove durable sales or replace the need for new deals and pipeline data; the stock fell despite the upbeat report.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs strong quarterly results were overshadowed by a weaker-than-expected next-quarter outlook and delays to U.S. capacity expansion, fueling a sharp selloff amid broader AI and data-center sentiment concerns. Bulls call the reaction excessive given demand, growth prospects and a new hyperscaler agreement, while bears focus on guidance, execution and uncertainty around data-center investment.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris strong quarterly results, rapid Recorlev growth and raised revenue outlookincluding a faster path toward $1 billion in annual Recorlev salesare driving the rally. Traders are broadly bullish on the growth story, while some also speculate about a potential buyout, which remains unconfirmed.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots quarterly results have triggered a sharp selloff, with traders focusing on weaker premiums and revenue and stagnant or declining policies in force despite continued profitability. Bears see the figures as evidence of stalled growth, while bulls argue that improved underwriting, earnings and buybacks support the valuation.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnbs quarterly results beat expectations and its outlook improved, prompting bullish reactions to accelerating bookings and the announced buyback. Traders are debating whether the earnings strength can outweigh broader market weakness and concerns about cash-flow margins, valuation, and travel demand.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and came with a raised outlook, prompting a sharp after-hours rally after a steep selloff ahead of the report. Bulls point to accelerating growth, while skeptics argue the valuation remains stretched and flag margin pressure and ongoing losses.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected Q3 results, upbeat outlook and improved AI-driven ad model are driving a sharp post-earnings rally, with traders also pointing to the expanded buyback. Many celebrate the rebound and resilience amid a broader market selloff, while others warn that the rapid run could invite profit-taking and question how durable the growth is.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Concerns about Oracles debt-funded AI data-center expansion and possible project delays are weighing on shares; traders cite election-related permitting fears and the reported extension of a New Mexico power-permit deadline, as well as questions about financing and customer commitments. Bulls argue that AI demand and existing capacity remain strong, while bears worry that heavy spending and promised backlog may not translate into cash quickly enough.

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