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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 Jensen Huangs possible removaland widespread, unconfirmed claims that he has stepped downare driving concern about NVIDIAs leadership and the companys dependence on its founder. Traders are divided between fearing a prolonged hit to confidence and viewing the selloff as overdone because the underlying business remains intact.

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 shares are drawing attention after a strong quarterly revenue beat was overshadowed by managements outlook for revenue near the low end of its 2026 range, delayed capacity and revenue milestones, and sharply higher planned capital spending. Traders are divided: bulls point to strong AI demand and customer prepayments to fund much of the buildout, while bears worry about execution delays, financing needs, and potential dilution; broader uncertainty around Nvidia is also weighing on 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

Ondass Q3 results and higher forward outlook are driving attention, with traders highlighting strong revenue growth, bookings and backlog alongside an accelerated profitability timeline. Optimism about execution and a possible short squeeze is tempered by concerns over weaker margins, cash burn and the stocks volatile reaction.

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

Intuitive Machines quarterly results are driving attention, with traders cheering a revenue and cash-flow beat, record backlog, and upbeat full-year outlook. Bulls see evidence of improving execution, while skeptics point to continuing operating losses, one-time items, and the need to convert backlog into sustained billings and profits.

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 earnings and revenue beat, alongside an expanded share-buyback authorization, are driving attention. Bulls point to growth and improving operating leverage, while bears focus on take-rate and guidance concerns, persistent selling, and alleged short pressure.

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.

BRUN is drawing attention after its Q3 results showed sharp year-over-year revenue growth but fell short of expectations. Traders are split: bulls point to the multibillion-dollar contract backlog and project financing, while skeptics question whether the company can convert that backlog into sustained revenue and profitability.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hot inflation data and rising Treasury yields and the dollar have pressured gold as traders price in a more hawkish Fed outlook. The community is split between expecting further declines and buying the dip, with some arguing that inflation, debt concerns and golds safe-haven role support a rebound.

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 Q3 results and withdrawal of its 2026 outlookamid a sharp margin squeeze tied to project estimate revisionsare driving the discussion. Many traders fault management and fear further downside, while others view the selloff as excessive and point to the buyback authorization, preserved cash, and postponed Hughes deal as potential positives.

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

Trading is focused on the approaching FDA decision on Capricors Deramiocel application for Duchenne muscular dystrophy, particularly the revised upper-limb-function indication. Many traders are optimistic and speculate that short covering could amplify the rally, while others stress that the outcome remains uncertain given the earlier advisory committee concerns.

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 of Nvidia weighing a leadership change have fueled a rotation into AMD, with traders betting customers may diversify toward rival AI-chip suppliers. The community is divided over whether the move signals a lasting opportunity for AMD or a short-lived sympathy rally, since Nvidias competitive edge and AMDs ability to win business remain debated.

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$WRD 🇨🇳 A significant commercial win for WeRide’s Robobus business.

On Nov 4, Guangzhou Bus Group announced  WeRide had won its Intelligent Connected Pure Electric City Bus Procurement Project, worth RMB 237.61M.

Commercial scale
At ~$33.4M, it’s a substantial contract for WeRide and demonstrates its ability to compete for major PT procurement budgets.

Strategic
Guangzhou Bus Group is a major public transport operator. Winning this procurement strengthens WeRide’s position in its home market and potentially supports further integration of intelligent driving tech into mainstream urban bus fleets.

Revenue
The contract establishes a significant potential revenue pipeline, although actual recognition will depend on delivery schedules, acceptance, contract terms.

Beyond small shuttles
The procurement covers 8.4–8.6 metre AV buses. This is particularly interesting given WeRide’s development of larger, medium-capacity buses for conventional PT applications.

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WeRide Inc. - ADR

 🇨🇳 A significant commercial win for WeRide’s Robobus business.

On Nov 4, Guangzhou Bus Group announced  WeRide had won its Intelligent Connected Pure Electric City Bus Procurement Project, worth RMB 237.61M.

Commercial scale
At ~$33.4M, it’s a substantial contract for WeRide and demonstrates its ability to compete for major PT procurement budgets.

Strategic
Guangzhou Bus Group is a major public transport operator. Winning this procurement strengthens WeRide’s position in its home market and potentially supports further integration of intelligent driving tech into mainstream urban bus fleets.

Revenue
The contract establishes a significant potential revenue pipeline, although actual recognition will depend on delivery schedules, acceptance, contract terms.

Beyond small shuttles
The procurement covers 8.4–8.6 metre AV buses. This is particularly interesting given WeRide’s development of larger, medium-capacity buses for conventional PT applications.

Source: https://finance.sina.com.cn/roll/2026-11-10/doc-iniyfuyy2699301.shtml

超4.4亿元客车采购大单落定！谁拿下的？