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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 CEO Jensen Huangs alleged relationshipsincluding one involving a person suspected of ties to Chinese intelligenceand speculation about his future at Nvidia are driving discussion, alongside concerns about possible chip-diversion and export-control exposure. Traders are divided between fearing leadership and regulatory uncertainty could prolong the selloff and arguing Huang is difficult to replace while Nvidias AI-chip business remains strong.

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 rallying as Nvidias reported CEO turmoil prompts traders to speculate that customers and capital could shift toward rival chipmakers. Some see a potential opening for AMD, while skeptics call the move a sentiment-driven sympathy trade and question whether Nvidias leadership troubles will translate into meaningful market-share gains.

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 in focus ahead of its Q3 results, as CoreWeaves strong update lifted neocloud stocks and fueled hopes for solid results and guidance from NBIS. Bulls expect further gains, while skeptics argue the rally may have priced in good news and point to financing and capital-spending risks; Nvidia-related headlines are an added source of 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

Ondas upcoming quarterly results are the main focus, with traders watching whether its expanding defense and autonomous-systems business can convert orders into revenue while improving margins and cash burn. Bulls point to heavy short interest as potential fuel for a squeeze, while bears cite dilution, operating costs, and the risk of disappointing results.

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 citing record growth, a larger backlog, and commercial momentum. Bulls view the report as evidence of demand, while skeptics question how much growth reflects acquisitions and point to cash burn, dilution, and the stocks volatility.

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

CAPRs rally is centered on the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with traders citing managements confidence and the refined application focused on upper-limb function. Many are bullish and speculate that short covering could amplify the move, while others stress the binary risk given the FDA advisory committees earlier unfavorable vote.

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 see it as a potential beneficiary of Nvidia CEO Jensen Huangs reported leadership troubles, with some describing a rotation from Nvidia into rival chipmakers. Others question whether Broadcom can directly capture Nvidias business 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 five-year AI cloud services agreement using NVIDIA GPUs has renewed interest in Boost Run, with traders reacting positively to the new contract and its addition to the companys contracted business. Some remain cautious, saying the deal must translate into delivered capacity and revenue amid the stocks sharp volatility.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results are the main focus, with traders watching whether AI infrastructure orders translate into durable networking demand and what guidance signals about customer spending. Some expect AI-driven growth, while skeptics question whether orders are sustainable or could be delayed or cancelled.

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

Alibaba is under pressure amid speculation that it has links to Megaspeed, a firm at the center of an alleged Nvidia-related espionage probe, and that the controversy could bring tighter U.S. controls on remote access to advanced chips. Bearish traders worry about fallout for Alibabas AI and cloud business, while others dispute the allegations or point to its own chip efforts as a potential offset.

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$ASML $NVDA $ETH.X $BTC.X Markets are reacting with relief to the temporary ceasefire between the U.S., Israel, and Iran, but that optimism looks premature.
The Strait of Hormuz isn’t truly “open” — it’s tightly controlled and delayed. Ships are moving selectively, while a growing backlog continues to build. Physical shortages are starting to accumulate now.
A two-week pause won’t fix disruptions of this scale. These take weeks or months to normalize, and by then the impact of scarcity may already be visible.
The recent drop in oil prices reflects sentiment, not reality. The market is pricing in hope, not resolution.
Geopolitical risk remains extremely high. One incident — especially involving Israel, which is still operating outside parts of the ceasefire — could quickly trigger renewed escalation. Iran has little incentive to give ground.
My view: the risk of a renewed market panic is underestimated. This is far from over.

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Ethereum is under pressure amid a broader crypto selloff, with traders pointing to leveraged liquidations, ETF outflows and hot inflation that could keep interest rates higher. Most discussion is bearish and focused on weakening support and ETHs lagging performance, though some traders view the decline as a buying opportunity or expect a rebound.

Bitcoins pullback and relative weakness versus stocks dominate the discussion, with traders pointing to a stronger dollar, rate concerns, ETF outflows and spillover from tech-market volatility as possible headwinds. Bulls see the decline as a buying opportunity and argue support may hold, while bears warn of further downside and question whether crypto demand is returning.

 Markets are reacting with relief to the temporary ceasefire between the U.S., Israel, and Iran, but that optimism looks premature.
The Strait of Hormuz isn’t truly “open” — it’s tightly controlled and delayed. Ships are moving selectively, while a growing backlog continues to build. Physical shortages are starting to accumulate now.
A two-week pause won’t fix disruptions of this scale. These take weeks or months to normalize, and by then the impact of scarcity may already be visible.
The recent drop in oil prices reflects sentiment, not reality. The market is pricing in hope, not resolution.
Geopolitical risk remains extremely high. One incident — especially involving Israel, which is still operating outside parts of the ceasefire — could quickly trigger renewed escalation. Iran has little incentive to give ground.
My view: the risk of a renewed market panic is underestimated. This is far from over.