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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 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.

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 results are the dominant focus, with traders looking for evidence that rapid growth and defense orders are translating into improving profitability and a credible outlook. Bulls are betting strong results could prompt a short squeeze, while bears point to losses, cash burn, dilution concerns, and the risk of another sell-the-news reaction.

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.

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.

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

Reports of potential leadership turmoil at Nvidia have fueled talk of money rotating into Broadcom and other AI-chip suppliers. Traders see Broadcom as a possible beneficiary, though some question whether its custom-chip business can replace Nvidias products; others point to broader optimism about AI infrastructure demand.

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.

A sharp selloff following CFO Ryan Fiedlers departure has put FPS in focus, with traders debating whether the transition signals deeper financial concerns or is an overreaction. The company said the departure was not tied to a disagreement and indicated fiscal Q1 revenue and adjusted EBITDA would exceed prior guidance, prompting some dip-buying while others remain cautious.

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.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alleged Alibaba links to Megaspeed, a company at the center of a suspected Chinese intelligence probe involving Nvidia, and fears of tighter U.S. restrictions on remote access to AI chips are weighing on the shares. Traders debate whether the allegations are substantiated and whether chip-access risks threaten Alibabas AI and cloud business, while some point to its own T-Head chips as a potential offset.

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.

Boost Runs five-year, $525.6 million AI cloud services agreement, using NVIDIA GB300 systems, is driving attention and a sharp rebound; traders are also pointing to the resulting increase in total contracted business. The reaction is largely upbeat, though some remain cautious that the contracts must translate into delivered infrastructure, revenue and cash flow, with earnings seen as an important test.

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