SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 future amid allegations involving a suspected Chinese intelligence asset and a company executive have fueled a selloff and speculation about leadership, governance, and possible export-control exposure. Traders disagree over whether the controversy poses a real business risk or is an overreaction, with some fearing Huangs departure and others buying the dip on the view that Nvidias AI business remains strong.

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 upcoming FDA decision on deramiocel for upper-limb function in Duchenne muscular dystrophy is driving attention, with managements confidence and comments about labeling, alongside an analyst upgrade, fueling a sharp rally. Traders are divided between optimism about approval and concern over regulatory uncertainty after the advisory committees negative vote; short-squeeze claims remain speculation.

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 rallied alongside neocloud peers after CoreWeaves strong results boosted confidence in AI-cloud demand, with attention focused on Nebiuss Q3 report and expansion outlook. Bulls anticipate strong results, while skeptics argue the rally may have priced in a beat and question the funding burden of its capital spending; Nvidia-related headlines added 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

Ondass Q3 earnings report is the dominant focus, with traders watching whether its expanding defense and autonomous-systems business can translate orders into revenue and improve profitability. Bulls point to heavy short interest as potential fuel for a squeeze, while bears cite execution risk, dilution, cash burn, and the stocks weak price action.

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

Broadcom is drawing attention as traders view it as a potential beneficiary of Nvidia CEO Jensen Huangs reported leadership and governance turmoil, with some describing money rotating toward alternative chipmakers. Others caution that Broadcoms custom chips are not a direct substitute for Nvidia GPUs and point to its exposure to hyperscaler AI spending as a risk.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

A newly announced five-year AI cloud services agreement worth $525.6 million, bringing Boost Runs total contracted value above $2.6 billion, is driving renewed attention and optimism about its AI infrastructure business. Some traders see the deal as a catalyst, while others stress that the company still needs to turn its contracts into reported revenue and demonstrate execution in upcoming results.

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

AMD is drawing attention as traders rotate into the chipmaker amid reports of leadership turmoil at Nvidia, betting that uncertainty around Jensen Huang could benefit competitors. Some see AMD as a potential beneficiary of diversification away from Nvidia, while skeptics call the move a sentiment-driven sympathy rally that does not change the companies competitive gap.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins third-quarter results and additional share-buyback authorization dominate discussion: traders welcome stronger profitability and margins, while concerns about falling same-store sales temper the bullish reaction. Many also argue that OTC status and uncertainty about a relisting are weighing on the shares despite the operating progress.

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

A strong third-quarter report and higher full-year sales outlook, powered by demand for Mounjaro and Zepbound, have fueled Lillys breakout and all-time-high chatter; positive Phase 3 retatrutide results add to the growth narrative. Bulls are celebrating the momentum, while skeptics point to the stocks rich valuation, pricing pressure and competition in oral obesity drugs.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves Q3 report has driven attention, with traders debating the selloff despite revenue growth: skeptics focus on softer bookings, missed EPS expectations, and the companys still-small commercial business, while bulls cite stronger year-to-date bookings and backlog, customer deployments, and long-term quantum potential.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

NVDA Fallout Pressures Tech Trade As Investors Turn To Cerebras, Applied Materials For Chip Demand Cues  
 
$CBRS $AMAT $SPY $QQQ $NVDA  
https://stocktwits.com/news-articles/markets/equity/nvda-fallout-pressures-tech-trade-as-investors-turn-to-cerebras-applied-materials-for-chip-demand-cues/cNGzlg3R99l

TopOptionsAlerts®

Brian P.

Even as the Nvidia saga grips the market, investors are watching key earnings.

Stocktwits

NVDA Fallout Pressures Tech Trade As Investors Turn To Cerebras, Applied Materials For Chip Demand Cues

StockTwits Web

Cerebras Systems Inc

Applied Materials Inc.

Reports and speculation about CEO Jensen Huangs alleged relationshipsincluding one involving a person suspected of ties to Chinese intelligenceand the possibility of his removal are driving NVDA discussion. Traders debate whether the leadership uncertainty and potential export-control or national-security fallout threaten the business, while others view the selloff as an overreaction and argue Nvidia can thrive without Huang.

NVDA Fallout Pressures Tech Trade As Investors Turn To Cerebras, Applied Materials For Chip Demand Cues  
 


This account has been verified as an official STOCKTWITS representative.