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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 Nvidias board weighing Jensen Huangs removal amid allegations involving a company executive and a suspected Chinese intelligence link have put leadership, governance, and national-security risks at the center of discussion. Traders are split between fearing a CEO transition and further volatility and arguing the allegations are unproven and Nvidias AI business remains strong.

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

Capricor shares rallied after a Jones Trading upgrade and managements confidence in deramiocel, ahead of the FDAs Nov. 22 decision on the Duchenne muscular dystrophy treatment. Traders are split over approval versus rejection risk, while claims of an FDA leak and a short squeeze remain speculation.

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 drawing attention amid speculation that alleged NvidiaMegaspeed chip-diversion and espionage links could spill over to the company and bring tighter U.S. export controls, weighing on sentiment toward Chinese AI stocks. Traders disagree over whether Alibaba has a meaningful connection to the allegations, while some see its T-Head chip unit and AI-cloud business as potential positives.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels positive Phase 3 prostate-cancer results and new SITC immune-response and viral-clearance findings are fueling attention ahead of the planned BLA for aglatimagene (CAN-2409). Bulls view the data as supportive of the filing, while skeptics focus on submission timing, manufacturing readiness, funding and dilution risks amid weak trading.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Headlines and speculation about Nvidias board potentially ousting CEO Jensen Huang amid a personal-conduct controversy have fueled a sharp NVDA-linked selloff and rebound in NVDL. Traders are divided between buying the dip and warning that the ETFs 2x daily leverage can magnify further volatility; claims about Huangs departure remain unconfirmed in the discussion.

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 report is the dominant focus, with traders watching whether AI infrastructure orders translate into sustained revenue and cash generation. Bullish traders anticipate strong results and guidance, while skeptics question whether orders reflect durable demand or spending pulled forward and flag margin and inventory risks.

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 sharp rally is largely being attributed by traders to rotation from Nvidia after reports that its board is weighing Jensen Huangs future, with some speculating that Nvidias rivals could benefit. Others argue the move is sentiment-driven and that leadership turmoil alone does not change Nvidias product and customer advantages.

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 drawing attention ahead of its quarterly results after CoreWeaves strong report boosted the AI-cloud sector, with traders hoping Nebius will confirm robust demand. Bulls anticipate another earnings-driven rally, while skeptics say the run-up may have priced in strong results and question how the company will fund its expansion; Nvidia-related headlines are adding volatility.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys quarterly results beat expectations and its revenue outlook was raised, alongside reported progress in the final stage of FAA certification. Bulls point to certification, manufacturing growth and defense work as steps toward commercialization, while bears question the approval timeline, cash burn and business viability; some traders also attribute the recent move to short covering.

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

Broadcoms strength is widely being linked to traders rotating from Nvidia amid reports and speculation about CEO Jensen Huangs future, though some caution that Broadcoms products are not direct substitutes and the move may not last. CoreWeaves upbeat outlook also reinforced optimism about AI infrastructure spending, while skeptics continue to question how durable hyperscaler demand will be.

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