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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 into Super Micros ties to Megaspeed and possible diversion of its servers to China are driving attention and selling. Traders debate whether the scrutiny revives old allegations or signals a material risk, while some see the decline as an overreaction and others question managements credibility.

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 and director, with CFO Colette Kress named interim CEO, has driven the discussion and weighed on shares. Traders are split between viewing Nvidias business and AI demand as intact and worrying about succession, execution, and scrutiny tied to alleged China-related activity.

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 selling off as traders link itso far through reported, unconfirmed connections to Megaspeedto the Nvidia leadership and suspected-spy controversy, raising fears of tighter U.S. chip controls and reduced access to advanced GPUs. Some traders see Alibabas T-Head chip unit as a potential beneficiary, while others worry the controversy could weigh on its AI and cloud prospects.

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 strong quarterly results were overshadowed by a full-year outlook at the low end of guidance, capacity delays pushing some revenue into 2027, and sharply higher infrastructure spending. Traders are divided over whether customer prepayments and sustained AI demand justify the investment, or whether execution and financing risks warrant the selloff; Nvidia-related uncertainty added to the pressure.

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

CDNL is drawing attention after weak quarterly results, sharply compressed margins, and the withdrawal of its 2026 outlook triggered a steep selloff; the company also postponed the Hughes Brothers acquisition. Traders are divided between calling the drop excessive given the companys cash position and planned buyback, and warning that poor execution and lost confidence in management could outweigh those positives.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.05724317 USD and is up 0.52 over the last 24 hours. It is currently trading on 1895 active market(s) with $1,914,478,998.77 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRP is under heavy selling pressure alongside a broader crypto-market downturn, with traders pointing to Bitcoins weakness, macroeconomic uncertainty, and leveraged liquidations; some also cite stalled crypto legislation and a lack of fresh catalysts. The discussion centers on whether key psychological support will hold, with bearish calls for further losses countered by holders buying the dip and arguing the selloff is temporary.

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 have fueled a rotation into AMD as a potential AI-chip alternative, with traders also citing an analyst upgrade. The bullish case that AMD could gain customers competes with concerns that the rally is mostly a sympathy trade and that Nvidias software moat and AMDs valuation remain 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

Intuitive Machines stronger-than-expected Q3 results, positive free cash flow, record backlog, and upbeat revenue outlook have driven a sharp move higher. Bulls see evidence of improving fundamentals and argue the company remains undervalued versus space-sector peers, while others warn about volatility, lingering losses, and whether the backlog can be converted into sustained results.

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 quarterly results and higher revenue outlook are drawing attention, but the shares are falling despite the growth update as traders focus on weaker gross margins, ongoing losses and dilution concerns. Bulls point to expanding orders and an earlier profitability target, while others attribute the selloff to short pressure and broader-market weakness.

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.

Attention centers on Applied Materials quarterly results, with traders treating its guidance and equipment-order outlook as a read-through on whether AI-driven fab investment is holding up. Bulls see durable demand for chipmaking tools, while skeptics warn that equipment orders could weaken if customers slow or defer capital spending.

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