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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 Nvidia executiveand concerns about possible national-security exposure have put his leadership and the boards next steps at the center of the discussion. Traders are split between buying on the view that Nvidias AI business remains intact and worrying about leadership uncertainty and potential scrutiny.

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 speculate that allegations surrounding Nvidia, Singapore-based Megaspeed and possible chip diversion could draw the company into scrutiny or lead to tighter export controls; the alleged links remain disputed, with some posters calling the selloff an overreaction. Broader concerns about Chinese tech and weak price action add to bearish sentiment, while some investors point to Alibabas AI-chip plans and upcoming earnings as reasons for optimism.

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 positioning ahead of the FDAs Nov. 22 decision on deramiocel for Duchenne muscular dystrophy; managements confidence and comments about possible labeling, along with an analyst upgrade, have strengthened optimism. Traders debate the binary approval risk, with some expecting a squeeze while others warn that FDA rejection remains possible.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Speculation about Nvidia CEO Jensen Huangs possible departure and board turmoil is driving attention to NVDL alongside a sharp NVDA-linked selloff. Many traders are buying the dip for a rebound, while others warn that further NVDA weakness and NVDLs daily leverage can magnify losses.

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 watching whether AI infrastructure orders translate into durable revenue and whether guidance and margins can support growth. Bulls anticipate strong results, while skeptics question whether hyperscaler spending is pulled forward and whether orders will convert to collected cash.

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 pointing to weak demand for China-listed equities and concerns about Baidus ad business, AI monetization and lack of clear catalysts. The community is split between buyers calling the shares undervalued and bears warning they could remain a value trap; hopes for a Kunlunxin IPO or a China-market rebound remain speculative.

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

Joby is drawing attention after a quarterly revenue beat, a raised outlook, and reported progress in the final stage of FAA certification testing, alongside manufacturing and defense-business updates. Bulls see these developments as steps toward commercialization and cite rebound or short-covering potential, while skeptics focus on certification delays, cash burn, dilution, and uncertain air-taxi economics.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius latest quarterly report is driving attention: strong revenue growth and a higher outlook were offset by an EPS miss and weaker EBITDA, and shares sold off despite the upbeat top-line results. Bulls view the decline as an overreaction and emphasize growth and improving margins, while skeptics focus on continued losses, cash burn, and dilution risk.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs persistent weakness alongside Chinese equities is fueling debate over whether its low valuation, cash reserves and buybacks outweigh China-related sentiment, competition and soft consumer demand; bulls also cite Michael Burrys added position as support for the value case, while skeptics question whether it can reverse the slide. Traders are watching upcoming earnings and the Ceconomy deal as possible catalysts.

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 results, with traders looking for guidance on equipment orders and chipmakers capital spending as a test of AI-fab demand. Bullish traders point to the semiconductor-sector rebound and continued AI investment, while skeptics worry about capex pushouts, export-policy risks and the stocks volatility.

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