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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 additional alleged relationships involving CEO Jensen Huang and speculation that Nvidias board could remove him are driving discussion, with traders weighing leadership and governance risks, including possible China-related security concerns, against the view that Huang is central to Nvidias AI business. The community is split between selling amid uncertainty and viewing the selloff as a buying opportunity; no board decision is established.

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 in sympathy with CoreWeaves strong results, which renewed optimism about AI-compute demand across neocloud providers, while its Q3 results and guidance are the main focus. Traders are split between expecting further gains and warning that the rally may have priced in good news, with spending and financing needsand Nvidia-related volatilityamong the concerns.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results and raised full-year revenue outlook are driving attention, with traders pointing to commercial momentum and a larger backlog. Bulls view the report as evidence of growth, while skeptics question how much came from the SkyWater acquisition and cite cash burn, dilution, and volatility.

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.

Forgent reported a quarterly earnings beat and raised its FY2027 outlook, with management pointing to strong demand, production ramp-up and backlog. Traders praised the results but debated the volatile share-price reaction, including selling despite the stronger guidance and concerns about broader AI-sector sentiment.

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

Anticipation around Ondas Q3 earnings is driving discussion, with traders looking for evidence that its expanding defense and autonomous-systems business is converting orders into revenue and improving profitability. Bullish traders point to heavy short interest and possible squeeze dynamics, while skeptics focus on ongoing losses, cash burn, and share dilution.

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 leadership and personal-conduct scrutiny have fueled a rotation into AMD, as traders speculate rivals could benefit from Nvidias uncertainty. Others argue the headlines do not change Nvidias product and software advantage and caution that AMDs rally may fade or broader AI weakness could weigh on chip stocks.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASAs CLPS 2 selection has fueled optimism about Intuitive Machines potential lunar-delivery work and growth prospects, though traders note that eligibility to compete does not guarantee future awards. The conversation also focuses on Q3 results, with bulls anticipating stronger guidance and bears warning about execution risks and a possible sell-the-news reaction.

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

CAPR is rallying as traders position ahead of the FDAs Nov. 22 decision on deramiocel for preserving upper-limb function in Duchenne muscular dystrophy, with managements confidence and a recent analyst upgrade adding to optimism. Bulls anticipate approval and possible short covering, while skeptics point to the FDA advisory committees earlier concerns and stress that the outcome remains binary.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals weak Q3 update, including the withdrawal of its full-year 2026 guidance, has fueled concern about margins and managements execution amid a steep share-price decline. Traders are divided between criticizing the companys acquisition and capital-allocation decisions and viewing the selloff as an oversold buying opportunity; some also welcomed the postponement of the Hughes acquisition as a way to preserve cash.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 results and outlook are driving attention, with traders cheering the reported growth and calling the results a beat. The reaction is divided: bulls expect the news to support a rebound, while others point to volatile trading, short positioning, and concerns about the share-price decline.

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$PLTR takes $AI contracts from $MSFT !!! 
 
WHO ELSE DOES THAT??? 
 
$SPY no $ONE.X  
https://theconversation.com/solving-the-supermarket-why-coles-just-hired-us-defence-contractor-palantir-222883

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Coles plans to 'optimise its workforce' with big data and AI tools from a controversial tech company.

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Solving the supermarket: why Coles just hired US defence contractor Palantir

$PLTR the multiple assumes ai demand from real customers keeps compounding forever. seems like pilots inside big companies are easy to announce and easy to cancel, and cancellations do not get a press release