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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 alleged relationshipsincluding one with a company executive and links to a suspected Chinese spyhave put Nvidias leadership and possible board action at the center of the discussion. Traders are split between fearing succession and security risks and viewing the selloff as an overreaction, with some citing Nvidias business fundamentals as a reason to buy the dip.

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

Alibabas continued weakness has traders debating whether it reflects broader pressure on Chinese tech or speculation that the NvidiaMegaspeed allegations could bring tighter chip restrictions affecting the company. Some see that connection as unproven and are watching upcoming earnings and China-market sentiment for clearer direction.

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 rally is tied to optimism ahead of the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, following managements confidence in the data and comments traders interpret as hints of label discussions, alongside an analyst upgrade. The community is broadly bullish and debating short-covering potential, but some emphasize that the FDA outcome remains uncertain and rejection could bring substantial downside.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two is drawing attention around Grand Theft Auto VIs approaching launch, with managements comments that preorders are far above expectations fueling optimism despite a soft quarter and unchanged full-year outlook. Traders are divided over whether launch demand can support further gains or whether expectations are already priced in and the release could bring a sell-the-news pullback.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Rumors and reports discussed by traders about Nvidias board potentially removing Jensen Huang, amid a personal-scandal narrative, have fueled concern around NVDA and its leveraged 2x-long ETF, NVDL. Traders are split between buying the pullback ahead of earnings and warning that further NVDA weakness and leverage decay could deepen losses.

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

IBRX is drawing attention after a quarterly revenue miss and sequential sales decline triggered a sharp selloff, with investors also criticizing the lack of an earnings call or clear guidance. The debate is tempered by optimism over ANKTIVAs positive BCG-naive bladder-cancer trial result and planned FDA filing, though traders question whether clinical progress and international expansion can translate into stronger sales and ease financing concerns.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is in focus ahead of its quarterly report, which traders see as a test of semiconductor-equipment demand and chipmakers capital-spending plans. Bulls expect AI-related investment to support orders, while cautious traders worry that capex could slow and guidance may disappoint.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is drawing attention amid a prolonged selloff in Chinese tech stocks, with traders citing weak mainland and Hong Kong markets, limited investor buying, and doubts about Beijing support and the sectors prospects. Some see the shares as oversold and undervalued, while skeptics call them value traps; hopes for a Kunlunxin IPO and AI growth remain speculative catalysts.

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 upcoming quarterly results are the main focus, with traders looking for evidence that AI infrastructure orders will translate into sustained revenue and cash generation. Optimists expect strong guidance and AI-driven growth, while skeptics question order durability and potential margin pressure.

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 react to reports that Nvidias board is weighing Jensen Huangs future, framing Nvidias leadership uncertainty as a potential boost for rival chipmakers and prompting a rotation into AMD. Some see possible share gains, while others call the rally sentiment-driven and question whether Nvidias troubles change AMDs competitive position or justify its valuation.

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