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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 of Jensen Huangs alleged relationships, including one involving a person suspected of ties to Chinese intelligence, and speculation about his future as CEO have put leadership and national-security risks at the center of NVDA trading. Traders are split between viewing the selloff as an overreaction that leaves Nvidias AI business intact and seeing Huangs potential departure and possible scrutiny of China-related chip sales as material risks.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors rally is centered on the November 22 FDA decision for deramiocel in Duchenne muscular dystrophy, with traders interpreting managements confident Q3-call comments and remarks about possible labeling as encouraging. Bulls are anticipating approval and speculating about short covering, while skeptics point to the advisory committees concerns and stress that the FDA outcome remains uncertain.

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 drawing attention ahead of its Q3 report after CoreWeaves strong results lifted sentiment toward AI cloud providers. Traders are hopeful Nebius will deliver strong results and guidance, while others question whether growth can justify its heavy investment and financing needs; Nvidia CEO rumors are adding volatility.

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

Ondas Q3 earnings report is the dominant focus, with traders looking for evidence that rapid growth and defense orders are translating into improving margins and progress toward profitability. Bulls speculate that strong results could prompt short covering, while bears question cash burn, dilution and the companys ability to execute.

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

Concerns about alleged Alibaba links to Singapore-based Megaspeed and possible tighter U.S. restrictions on AI-chip access are weighing on the shares. Traders are largely bearish, though some argue that limits on Nvidia chips could benefit Alibabas own T-Head chip business; the alleged connections remain disputed.

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 that Nvidias board is weighing Jensen Huangs future have fueled a sympathy rally in AMD, as traders speculate that leadership uncertainty could shift business or investment toward rival chipmakers. Others argue the move is sentiment-driven, noting that Nvidias technology lead remains and that AMD may not quickly capture meaningful market share.

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Reports that Nvidias board may replace CEO Jensen Huang are driving discussion, with traders debating whether the uncertainty around a major S&P 500 holding could pressure the broader market. Some expect spillover into SPY, while others point to the indexs rebound and argue the fallout may remain concentrated in Nvidia and AI stocks.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure sparked a sharp selloff and speculation about possible financial problems; the company said the exit was not tied to disagreements and indicated fiscal Q1 revenue and adjusted EBITDA would exceed the high end of guidance. Traders are divided between calling the drop an overreaction and remaining wary of managements handling of the news, alongside broader concerns about AI and data-center spending.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lillys strong quarterly results and higher revenue outlook, driven by demand for Mounjaro and Zepbound, are fueling breakout and all-time-high chatter. Traders are broadly bullish on the obesity-drug franchise and pipeline, though some question the premium valuation and point to Foundayos weaker-than-expected launch sales.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Reports of potential leadership turmoil at Nvidia have fueled talk of money rotating into Broadcom and other AI-chip suppliers. Traders see Broadcom as a possible beneficiary, though some question whether its custom-chip business can replace Nvidias products; others point to broader optimism about AI infrastructure demand.

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Nasdaq 100 Futures Drop As Reports Relating To Jensen Huang’s Ousting Outweigh CoreWeave’s Strong Outlook — NVDA, TSLA, SNDK, CAPR, CRWV In Focus

Reports that Nvidias board may consider removing Jensen Huang amid allegations of workplace relationships and security concerns dominate discussion, with traders debating whether leadership uncertainty at a major tech holding could weigh on QQQ. Some fear broader weakness in AI and tech, while others call the reaction an overreaction and point to CoreWeaves upbeat outlook and the market rebound as counterweights.

This Is Still A Market You Have To Own Until Proven Otherwise, Says Northern Trust’s Eric Freedman

Equity

Eric Freedman, Northern Trust Wealth Management’s Chief Investment Officer, believes that now is a good time to stay invested in the stock market, especially in technology names. 

Nvidia Fallout: Taiwan Reportedly Revokes Re-Entry Of Alleged Spy Involved With Huang

The whereabouts of suspected Chinese spy Alice Huang have become the subject of intense speculation after Nvidia CEO Jensen Huang admitted to having an affair.


The Nasdaq Just Did Something For Just the 5th Time Ever. History Says This Could Happen Next.

AI stocks have had a wild ride over the last month. First, they fell over concerns about a tightening credit environment, and then, following the midterm elections, fears of a crackdown on data centers sent the Invesco QQQ Trust (NASDAQ:QQQ) down 6.5% on Nov. 5...

Dow, S&P 500, Nasdaq Futures Mixed As Tech Rebounds Despite Nvidia CEO Crisis: AMD, CSCO, AMAT In Focus

Media reports suggest that Nvidia’s board is looking to replace CEO Jensen Huang after additional news indicated that he had an affair with a company executive.

CoreWeave Reportedly Plans $4B Investment-Grade Loan After Strong Earnings Beat — But Shares Fall After-Hours On Nvidia CEO Drama

The AI cloud provider is preparing to raise the funds through an investment-grade loan, with Morgan Stanley and Mitsubishi UFJ Financial Group leading the potential offering, people familiar with the matter told Bloomberg. 


Nasdaq 100 Futures Drop As Reports Relating To Jensen Huang’s Ousting Outweigh CoreWeave’s Strong Outlook —  NVDA, TSLA, SNDK, CAPR, CRWV In Focus

 Nvidia’s board is preparing to meet as soon as today to determine Jensen Huang’s future as the chipmaker’s chief executive, WSJ reported.


Nvidia’s Board Is Reportedly Planning To Oust Jensen Huang Over Chinese Spy, Employee Misconduct Investigation

Nvidia’s board is preparing to meet as soon as today to determine Jensen Huang’s future, WSJ reported.


Fed's Goolsbee Terms Latest CPI Report As ‘Borderline Disturbing,’ Adding To Rate Hike Concerns 

Federal Reserve officials are weighing more aggressive interest rate increases after October’s higher-than-expected inflation data raised fears of persistent price growth across the U.S. economy. 

Howard Marks Calls AI Exposure A ‘Fault Line’ Running Through Portfolios — Highlights Nearly $600B In AI-Related Debt Issuance

Marks questioned whether hyperscalers’ creditworthiness could change as they borrow more, warning that AI’s demand for debt could also lift government borrowing costs.


Anthropic IPO Sentiment Is The ‘Core Driver’ Of The AI Trade, Analyst Says – Calls CoreWeave Q3 Results ‘Survive And Advance’ Print 

In an interview with CNBC, the analyst said he sees a “quite bullish” setup into December if the offering goes well.


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Bullish Sentiment

<ul class="summary-bullets"><li>He noted that hyperscaler prices were revising, along with those of second- and third-tier players.</li><li>The investment executive also said that even as Treasury yields rise, markets will broaden.&nbsp;</li><li>Freedman added that Nvidia’s earnings results next week and Anthropic's upcoming public listing will impact markets in a big way.&nbsp;</li></ul>A recent selloff in technology stocks, spurred by the Democrats winning both chambers of Congress and the recent Nvidia Corp. (NVDA) scandal,&nbsp;has prompted&nbsp;Eric Freedman, Northern Trust Wealth Management’s Chief Investment Officer, to believe it is still advisable to stay invested in the stock market and in technology names.&nbsp;In an interview with CNBC, Freedman called Wednesday’s green reversal in stocks a “big sigh” of relief for markets, reiterating his optimism.&nbsp;<h2 class="st-heading-2">Why Markets Should Stay Long On Technology Names</h2>“I think you look at the financing. Scott, it just continues. Everyone says, hey, this web of, you know, let's call it shadow financing, is going to at some point break. Until it does, we still think the bias is higher,” Freedman said.&nbsp;He noted that hyperscalers' prices were revising, alongside those of second- and third-tier players. “It just continues to be better. So again, we think this is still a market you have to own until you're proven otherwise,” he said.&nbsp;The investment executive said that even as Treasury yields rise, markets will broaden.&nbsp;“We do think the bias for rates is probably slightly higher. But again, we would really favor tech. You do think things like RSP, things that are taking that more equal-weighted opportunity set, we think, are still a worthwhile thing for clients,” he added.&nbsp;<h2 class="st-heading-2">Markets Will Depend On Two Key Events</h2>Apart from the recent relief rally, Freedman said that the turn that Nvidia takes following its earnings results next week, as well as the upcoming public listing of Anthropic, will impact markets in a big way.&nbsp;“So again, the ecosystem, we still think, has that bias towards more demand versus supply.”“Again, if there's a kink in the armor, if you will, from the Nvidia report suggesting that maybe supply is even further delayed out in the future, that would be problematic. But again, we still think that bias is higher for tech. And you make more of a positioning issue than anything else,” he said.&nbsp;<h2 class="st-heading-2">How Are Markets Reacting?</h2>The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, which tracks the S&amp;P 500 index, was down 0.47% at the time of writing amid ‘bullish’ sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust (QQQ)</a> dipped more than 1% in extended trading hours amid ‘bullish’ sentiment, while the&nbsp;<a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was flat amid ‘bullish’ sentiment.&nbsp;U.S. Treasury yields pulled back marginally. The 10-year U.S. Treasury yield was trading at 4.994% at the time of writing, while the 30-year yield was at 5.336%.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was up 0.15% amid ‘bearish’ sentiment.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

People work on the floor of the New York Stock Exchange (NYSE) on July 07, 2026 in New York City. (Photo by Spencer Platt/Getty Images)

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Where does the S&amp;P 500 finish next week vs. Friday’s close?

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Investors are weighing the market impact of potential leadership changes following reports of scandals and possible board actions at the company.

Widespread concern that high-valuation tech stocks may face a significant correction amid volatility and broader sector rotation.

Discussion remains focused on the long-term sustainability of AI infrastructure and the massive capital expenditure fueling sector growth.

Traders are actively debating whether current price drops are manipulated hit pieces or the start of a genuine generational market collapse.

Market attention is shifting toward upcoming PPI data and jobless claims as key economic indicators that could sway future index directions.

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