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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

Reports that Nvidias board may remove Jensen Huang amid allegations involving a subordinate and a woman suspected of Chinese intelligence ties are driving the discussion; the claims and any ouster remain unconfirmed. Traders debate whether leadership and governance uncertainty could weigh on Nvidia or whether the controversy is a distraction from its AI-chip business, with some viewing the selloff as a buying opportunity.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Reports of possible leadership turmoil at Nvidia have fueled speculation that AMD could benefit from investor rotation and gains in AI-chip market share. Traders are split over whether the move reflects a real opportunity for AMD or an overextended, sentiment-driven reaction that does not change the companies competitive positions.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Traders are using NVDL for leveraged exposure to Nvidias volatile swings, with dip-buying and short-term trades around NVDAs rebound and earnings, AI-demand, and China-related headlines. Bulls see room for recovery, while others caution about sharp losses and the ETFs daily leverage decay.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

SITC data on Candels prostate cancer candidate aglatimagene showed systemic immune activation and transient vector clearance, which traders view as supportive of the planned BLA filing. The discussion is split between optimism about the Phase 3 results and pipeline and concerns about filing timing, dilution, and management transparency amid weak share performance.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Attention is centered on Ondass Q3 earnings and business update, with traders looking for evidence that growth and defense-drone orders are translating into improving margins and a credible path to profitability. Bulls point to the Digital Bat production order and high short interest as possible fuel for a squeeze, while skeptics focus on losses, cash burn, dilution, and the risk of a selloff if results disappoint.

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

Strong third-quarter results, raised revenue outlook and faster-than-expected Recorlev growth are driving Xeris Biopharmas rally, with traders also citing analyst upgrades and the companys longer-term growth prospects. Buyout chatter is widespread but remains speculation; some traders instead view the move as earnings-driven and warn of a possible pullback after the sharp advance.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is drawing attention over China-related security and governance allegations that traders say pressured the shares, though some investors dispute the claims and call the selloff an overreaction. The community is split between bulls citing user growth and looking ahead to quarterly earnings, and bears focused on China exposure, dilution concerns, and persistent weak price action.

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. 

Nebius is rallying with AI-neocloud peers after CoreWeaves strong results and raised outlook eased concerns about compute demand and financing, as traders position ahead of Nebiuss quarterly report. Bulls anticipate more upside, while skeptics say the rally has raised the bar and point to buildout funding risks and a possible sell-the-news reaction; Nvidia-related headlines also added volatility.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis weaker-than-expected Q3 results and reduced revenue outlook have fueled selling, with traders questioning the companys high valuation against minimal current sales and a distant path to commercialization. Bulls counter that progress on its 108-qubit system supports the long-term quantum-computing thesis, leaving the discussion split between near-term financial concerns and future technical potential.

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 earnings and AI-networking demand are driving attention, with traders reacting to strong reported results and renewed optimism about its role in data-center infrastructure. Others question whether hyperscaler orders will prove durable and offset margin concerns, keeping the debate focused on the sustainability of the AI-driven growth story.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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