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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 investigating CEO Jensen Huangs relationship with a businesswoman alleged by U.S. intelligence to be a Chinese spy have focused attention on governance, security and leadership risks. Traders are divided between viewing the controversy as an overblown personal matter and buying the selloff, and worrying about possible information exposure or Huangs departure.

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 signs of uneven ANKTIVA sales have fueled a sharp selloff and concerns about commercial adoption, cash burn, and possible dilution. Bulls counter that ANKTIVA plus BCG met the primary endpoint in a BCG-naive bladder cancer trial, but traders are weighing that clinical progress against the weaker sales report.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks upcoming quarterly earnings are driving attention after a prolonged share-price decline, with traders bracing for a potentially sharp move. Bulls hope for a positive report and point to high short interest and the return of co-founder Dave Pickles as possible support, while bears expect weak results or guidance and another selloff.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics Briumvi-led quarterly revenue beat and higher full-year outlook are driving attention, with traders broadly positive about commercial growth while some question the muted share-price reaction. The Phase 3 readout for subcutaneous Briumvi is seen as the next major catalyst; buyout and short-squeeze talk remains speculative.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Stronger-than-expected quarterly results and a raised 2026 earnings outlook are driving attention, with traders linking the outlook to capacity pricing and demand for reliable power from AI data centers. The reaction is broadly bullish, though some traders question why the shares are not moving more sharply.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Debate over DefenCaths post-TDAPA reimbursement is driving attention after DaVita warned that payments could decline under quarterly recalculations, fueling a sharp selloff. Bulls counter that the first-quarter rate came in above expectations and DaVitas outlook was preliminary, while investors await clearer signals on utilization and Medicare Advantage uptake.

NRG Energy, Inc. engages in the production, sale, and distribution of energy and energy services. It operates through the following segments: Texas, East, West/Services/Other, Vivint Smart Home, and Corporate Activities. The Texas segment includes all activities related to customer, plant and market operations in Texas, other than Cottonwood. The East segment engages in all activities related to customer, plant and market operations in the East. The West/Services/Other segment is focused on all activities related to customer, plant and market operations in the West and Canada, and activities related to the Cottonwood facility and other investments. The Vivint Smart Home segment is a smart home platform that provides customers with technology, products and services to create a smarter, greener, safer home. The company was founded in 1989 and is headquartered in Houston, TX.

NRG Energy Inc.

NRG is drawing attention after strong quarterly results and an announced sale of six generation assets to LS Power; traders are reacting positively to the earnings and cash from the divestiture, while some question the loss of future earnings from the plants.

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

Attention centers on the FDAs upcoming PDUFA decision on Capricors deramiocel for Duchenne muscular dystrophy, particularly whether the HOPE-3 upper-limb data support approval. Many traders point to the trial investigators support and anticipate a favorable decision, while others stress the risk of rejection and the binary nature of the catalyst.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Concerns about data-center restrictions and whether AI infrastructure spending will generate adequate returns have fueled a sharp semiconductor selloff. Traders are split between calling the decline an oversold buying opportunity and warning that weak technicals and lingering capex doubts leave room for further downside.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Technology Select Sector SPDR Fund

Nvidia-related scrutiny and warnings of a possible AI-market repricing are adding to discussion of XLKs technology-sector pullback, amid broader concerns about AI valuations and heavy spending. Traders debate whether put activity reflects hedging or bearish bets, while some see the weakness as a buying opportunity.

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$SMH $SOXX Why semiconductor might not be all over, yet.  Here’s the Philadelphia SOX index filling a gap before, I suspect, a final move up to that 1.618 Wave 3 high. (Disclosure, long $SOXL $NVDA and $INTC, oh also $CDNS).

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Cadence Design Systems, Inc.

Intel Corp

Nvidia is under pressure after its board opened an independent investigation into CEO Jensen Huangs reported relationship with a businesswoman alleged to have ties to Chinese intelligence. Traders are debating whether the issue poses governance, national-security or leadership risks, while others view the selloff as an overreaction given no confirmed evidence that company secrets were compromised.

Direxion Daily Semiconductor Bull 3X Shares

iShares Semiconductor ETF

 Why semiconductor might not be all over, yet.  Here’s the Philadelphia SOX index filling a gap before, I suspect, a final move up to that 1.618 Wave 3 high. (Disclosure, long 