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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

Jensen Huangs resignation as CEO is driving discussion, with traders debating whether Nvidia can maintain execution and AI leadership under interim CEO Colette Kress. Concerns about reported China-related scrutiny and possible legal fallout compete with dip-buying arguments that the companys business remains strong.

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

Reports of DOJ inquiries involving Super Micro, Megaspeed and Alice Huangamid questions about possible diversion of Super Micro servers to Chinaare driving attention and weighing on shares. Traders disagree over whether the scrutiny signals meaningful new risk or recycles earlier allegations, with bears citing the companys history while bulls call the selloff an overreaction; Super Micros involvement remains unclear.

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 shares are under pressure as traders worry that its reported ties to Megaspeed could draw it into the Nvidia/Jensen Huang espionage probe and invite tighter U.S. chip restrictions; any direct Alibaba involvement remains unconfirmed. The community is split between concerns about access to Nvidia GPUs and bullish speculation that export curbs could benefit Alibabas T-Head chip business.

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. 

Nebiuss Q3 revenue beat was overshadowed by a lower-end 2026 outlook, delayed capacity coming online, and sharply higher planned capital spending, prompting a steep selloff. Traders are split between viewing the drop as an overreaction given strong AI demand and customer prepayments, and worrying about execution, financing, and when the added capacity will generate revenue; Nvidia-related turbulence was also cited as a headwind.

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

A sharp selloff followed Cardinals weak Q3 profitability and withdrawal of its 2026 outlook, with traders also citing the postponed Hughes Brothers acquisition and CFOs planned departure as concerns. The community is split between calling the decline an overreaction given the companys net cash and announced buyback, and questioning whether the margin and management problems signal deeper risks.

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

A stronger-than-expected Q3 report, including record revenue and backlog, positive free cash flow, and upbeat guidance, is driving LUNRs sharp move and talk of a valuation re-rating. Bulls see improving execution, while skeptics point to ongoing losses and debate whether the company can convert its backlog into durable profitability; traders also note volatility and profit-taking after the gap higher.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedixs quarterly update renewed debate over DefenCaths post-TDAPA outlook: the company reaffirmed its 2026 revenue guidance but deferred 2027 DefenCath guidance amid CMS reimbursement changes. Traders are concerned about reimbursement and DaVita adoption, while others point to the Heron asset acquisition and REZZAYOs potential as sources of diversification.

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

Nvidia CEO Jensen Huangs resignation and the resulting leadership uncertainty are driving speculation that AMD could gain business as investors rotate toward chip rivals; William Blairs upgrade of AMD added to the bullish attention. Traders disagree on whether the rally reflects lasting market-share potential or a temporary sympathy move, with valuation and Nvidias competitive lead recurring concerns.

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 earnings and guidance are the dominant focus, with traders watching whether AI-infrastructure orders translate into sustained revenue and whether margins hold. Some expect strong results and continued networking demand, while skeptics question how durable the orders are if hyperscaler spending slows.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hot U.S. inflation data has revived expectations of further Fed rate hikes, lifting the dollar and Treasury yields and weighing on gold. Traders are split between buying the pullback and warning that the selloff could deepen, with many focused on whether gold can hold support.

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