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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 additional affair allegations involving Jensen Huang, including one involving a Nvidia executive, and scrutiny over possible security implications have fueled speculation that the board could replace him. Traders are divided between concerns about leadership, governance and succession and the view that Nvidias business can remain strong without Huang; the allegations and any CEO change remain uncertain.

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 selling pressure as traders focus on reported U.S. restrictions on remote access to AI chips and speculation that NvidiaMegaspeed export-control allegations could spill over to the company; the alleged links remain unverified. Some traders see Alibabas T-Head chip-unit IPO and AI-cloud business as positives, while others are focused on the persistent weakness in Chinese tech stocks.

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

AMDs rally is being tied to reports that Nvidias board may remove Jensen Huang, with traders speculating that customers or investment could shift toward chip rivals like AMD. Some see AMD as a beneficiary, while skeptics argue the leadership turmoil does not change the companies product positions and question whether the rally can last.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royces scheduled third-quarter trading update is the dominant focus, with traders watching for updates on Power-by-the-Hour flying hours, business performance and guidance. Many expect strong results, while others caution that optimism may already be reflected in the share price and point to recent volatility and broader market pressures.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp pullback and struggle to regain momentum dominate discussion, with traders pointing to macro pressure, a stronger dollar, and reported ETF outflows or whale selling as possible headwinds. The community is split between calls for further downside and traders viewing the weakness as support or a buying opportunity.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A stronger-than-expected quarterly report, raised revenue outlook and large AI-compute backlog sparked a sharp rally, with traders also welcoming plans for contract-backed financing and less reliance on unsecured debt. Optimism is tempered by concerns about CoreWeaves debt burden and interest costs, while reports about Nvidia CEO Jensen Huangs possible ouster weighed on sentiment given the companies close ties.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs confirmed removal of Strategy from its indexes is driving debate over potential passive-fund selling, with bears warning of added pressure and some bulls arguing the decision is already priced in. Traders also point to Bitcoins weakness and raise concerns about dilution, while long-term holders remain bullish on the companys Bitcoin strategy.

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 Q3 earnings report is driving attention, with traders focused on whether rapid growth will translate into improving margins, lower cash burn, and progress toward profitability. Bulls point to heavy short interest as potential fuel for a squeeze, while skeptics warn that weak results or continued dilution could weigh on the stock.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc

Discussion centers on the Nasdaqs volatile market direction, with traders debating whether tech-sector weakness and worries about AI valuations, interest rates, and geopolitical risks signal a deeper correction or a buying opportunity. The conversation is largely about the index and broader risk sentiment rather than a single company-specific catalyst for Nasdaq Inc.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Supermicros launch of its AMD-powered H15 AI servers is drawing attention as traders view the rollout as a step toward diversifying beyond Nvidia and capturing continued AI-infrastructure demand. The bullish reaction is tempered by debate over whether the rebound can hold, given SMCIs continued sensitivity to Nvidia-related headlines and broader AI-sector swings.

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$GOOGL Name of the game: Money should move from NVDA pocket to our pocket in GOOGL 😅

Sebastian Auburger

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Alphabet Inc Class A

 Name of the game: Money should move from NVDA pocket to our pocket in GOOGL 😅