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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 is weighing Jensen Huangs removal amid allegations involving an employee and a woman suspected of Chinese intelligence ties have driven attention; the situation also raises questions about governance and possible chip-diversion scrutiny. Traders are split between concerns about leadership risk and the view that the reaction is an overstatement that does not change Nvidias AI business fundamentals.

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 remove CEO Jensen Huang amid misconduct-related scrutiny have fueled a sympathy rally in AMD, with traders speculating that Nvidia weakness could redirect AI-chip demand and investment toward AMD. Others argue the leadership turmoil does not change product competitiveness and view AMDs move as sentiment-driven or vulnerable to reversal.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Speculation about Nvidias board potentially ousting Jensen Huang amid personal-scandal headlines is driving discussion around NVDL, with traders debating whether the news signals further downside or a buying opportunity ahead of Nvidia earnings. As a 2x daily NVDA ETF, NVDL amplifies the underlying stocks swings, and the community is split between dip-buyers and cautious traders.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials upcoming quarterly results are drawing attention, with traders focused on whether equipment orders and guidance confirm continued AI-driven fab investment. Bulls see sustained demand for chipmaking tools, while skeptics warn that slower or debt-funded capex could weaken orders; the stocks recent rebound adds to the debate.

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 earnings report is driving attention, with traders focused on whether its AI-infrastructure orders will translate into collected revenue and sustainable growth, rather than just a large backlog. Some expect strong results and guidance, while others worry about hyperscaler spending, order timing, and margin 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 focused on the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with managements confidence in the data and comments about possible labeling discussions fueling optimism. Traders are debating approval odds and the risk of rejection after earlier FDA concerns; short-covering and leak claims remain speculation, not confirmed developments.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles Q3 results spotlighted its shift toward AI infrastructure, with Quake AI driving most revenue and adjusted EBITDA turning positive, prompting a rally and bullish discussion of GPU demand. Traders also debated financing and expansion risks, a softer next-quarter outlook and the continuing GAAP losses, while many speculated that high short interest could amplify the move.

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 third-quarter growth, driven by Recorlev, and higher revenue outlookincluding a faster path toward the companys long-term sales goalare fueling a bullish rerating discussion. Traders are also debating valuation and speculating about a potential buyout, but that takeover chatter remains unconfirmed.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath shares are drawing attention after a steep selloff tied to post-investor-day analyst downgrades and concerns that slower growth, AI pricing, and customer adoption may limit the payoff from its agentic-automation push. Bulls argue the selloff overlooks UiPaths cash position and potential as an enterprise AI orchestration layer, while bears want stronger evidence that product momentum will translate into faster growth.

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 Sheets and other workplace tools have raised concern that Microsoft 365 and Copilot could face new competition, weighing on MSFT. Traders are divided between fears of software disruption and the view that Microsofts entrenched enterprise ecosystem makes the selloff an overreaction.

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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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