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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 workplace relationships and suspected Chinese intelligence links have sparked intense debate over leadership and governance; the claims and any board decision remain unconfirmed. Traders are split between selling on succession and national-security concerns and treating the controversy as a buying opportunity, arguing Nvidias AI business can endure without Huang.

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 may oust Jensen Huang amid misconduct allegations have fueled a rotation into AMD, with traders seeing Nvidias leadership uncertainty as an opening for its rival. Others argue the rally is sentiment-driven and question whether Nvidias troubles change the competitive picture; CoreWeaves upbeat outlook also supported broader AI-chip optimism.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Headlines and speculation about Nvidias board potentially replacing Jensen Huang are weighing on NVDA and drawing attention to NVDL, with traders also positioning around Nvidias upcoming earnings. Many are buying the dip in the 2x-leveraged ETF, while others warn that the leadership uncertainty and leverage could amplify further losses.

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 shares are being discussed amid a steep selloff that traders link to China-related security allegations and congressional scrutiny; some investors call the claims misleading, while others see persistent headline risk and weak price action. Bulls are also focusing on the upcoming quarterly report and arguing that the companys growth and profitability could outweigh those concerns.

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

Stronger-than-expected quarterly results, accelerating Recorlev demand and a higher revenue outlook are driving attention, with traders viewing the update as support for a business rerating. Buyout speculation is also circulating but remains unconfirmed, while some investors warn the sharp run-up could give way to a pullback.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A quarterly revenue miss and sequential ANKTIVA sales decline, coupled with no earnings call or clear guidance, have raised concerns about commercial momentum and investor communication. The debate is tempered by the reported BCG-nave trial success and planned FDA filing, which bullish traders see as a potential growth driver while skeptics await full data and stronger sales.

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 quarterly results and outlook are the main focus, with traders weighing whether AI-networking demand can sustain growth. Bullish posts point to strong infrastructure orders, while skeptics question whether hyperscaler spending will translate into recurring sales and cash flow and flag margin and inventory pressure.

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 drawing attention ahead of the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, following managements confidence in the therapy and an analyst upgrade. Traders are debating approval odds and whether cardiac data could appear in the label, while short-squeeze and leak theories remain speculation amid substantial regulatory uncertainty.

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

Supermicros rollout of shipping H15 AI servers powered by AMD processors is fueling a rebound narrative, with traders viewing the launch as a step toward diversifying beyond Nvidia. The community is split over whether that product news can offset SMCIs perceived sensitivity to Nvidia headlines and broader concerns about the stocks 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 quarterly revenue miss and weaker-than-expected 2026 outlook are driving the selloff, with traders questioning the companys valuation and path to commercial sales. Others argue that progress in quantum hardware and government backing support the long-term case, despite limited near-term revenue.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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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