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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves better-than-expected quarterly results, raised outlook and strong AI-cloud demand have fueled a rally and talk of short covering. Traders are split over whether the large backlog and customer prepayments ease financing concerns or whether heavy debt, interest costs and capital spending still threaten sustainable cash flow.

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

Nvidia is drawing attention after reports linking CEO Jensen Huang to a suspected Chinese spy and concerns about possible chip shipments to China intensified scrutiny of his leadership and export-control risks. Traders are divided over whether the controversy threatens the business, while many view the selloff as a buying opportunity ahead of earnings.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis quarterly results missed revenue and earnings expectations, and its revenue outlook came in below consensus, prompting concern about its high valuation and slow path to commercialization. Bears view the results as evidence that quantum revenue remains distant, while some bulls point to progress in processor fidelity and argue the company is a long-term technology bet.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Ahead of the quarterly report, traders are focused on whether Quake AI and Northern Data can drive a revenue beat, and on clarity around the widely discussed Anthropic compute agreement and data-center financing. Bullish posts tout AI growth and a possible short squeeze, while skeptics question the deals confirmation, dilution risks and execution.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solars selloff is being tied to analyst downgrades citing limited 2026 booking visibility, with rising yields and uncertainty around solar policy and tax credits adding pressure. Bears see continued weakness ahead, while some traders call the drop overdone given the companys contracted backlog and are buying the dip.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun is selling off amid renewed concern that higher interest rates will weigh on financing-dependent residential solar demand, with traders also citing pressure across solar stocks and short sellers. Some view the drop as overdone and point to Sunruns earnings and storage/AI-power opportunities, while others remain concerned about financing costs and the companys outlook.

Agility Robotics, Inc. engages in the builds robot partners that augment the human workforce. The firm groundbreaking general-purpose humanoid robot, digit, is the first multi-purpose, human-centric robot that is made for work and commercially deployed today. The company is headquartered in Salem, OR.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Traders are focused on Unitree Robotics sharply rising IPO debut, speculating that comparisons with the Chinese humanoid-robotics company could draw interest to Agility Robotics and lift its valuation. Bulls point to Agilitys commercial deployments and major backers, while skeptics warn that AGLT remains a volatile de-SPAC with limited revenue and significant execution risk.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and lifted total revenue guidance, but the stocks weak response has fueled frustration and debate over whether the headline growth was helped by a temporary ORLADEYO inventory build while its product-specific outlook stayed unchanged. Traders are also focused on the Astria acquisitions dilution overhang and view upcoming Netherton and navenibart data as potential tests of the companys pipeline prospects.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

A sharp semiconductor selloff, amid concerns that AI and data-center spending may slow, has driven attention to SOXS as traders seek leveraged exposure to further declines in chip stocks. The community is split between expecting more downside and anticipating a rebound, while some caution that SOXSs daily leverage and volatility can erode returns.

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

Traders are focused on the FDAs Nov. 22 decision on Capricors Duchenne muscular dystrophy therapy deramiocel, following managements renewed confidence in the application and update that review is in its final stages. Many read the call and launch preparations as encouraging, while others stress the binary regulatory risk and uncertainty around the companys dispute with NS Pharma.

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