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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 involving Super Micro, Megaspeed and Alice Huangamid scrutiny of possible diversion of Super Micro products to Chinahave driven concern, with traders debating whether this is renewed scrutiny or largely old news and whether the company itself is implicated. The discussion is sharply divided between sellers citing persistent governance and regulatory risks and dip buyers arguing the allegations are unproven or overblown.

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, amid reports about personal relationships and scrutiny over possible China-related chip diversion, has put leadership continuity and regulatory risk at the center of the discussion. Traders are split between buying the selloff on confidence in NVIDIAs team and AI demand, and worrying that the transition and investigations could weigh on execution and growth.

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.

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 pressure as traders connect it to Megaspeed, a firm linked in reports to an alleged Chinese spy investigation involving Nvidia CEO Jensen Huang, and worry the fallout could bring tighter U.S. chip restrictions. The alleged Alibaba connection remains unconfirmed; bearish posts cite risks to chip access, while some traders call the selloff an overreaction and see Alibabas T-Head chip unit as a potential beneficiary.

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 a sharp post-earnings plunge, with traders focused on withdrawn full-year guidance, margin pressure and project cost revisions despite revenue growth. Some view the selloff as excessive given the companys cash position and announced buyback, while others blame management and fear further downside.

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

XRPs steep decline amid a broader crypto sell-off and Bitcoin weakness has traders focused on whether it can hold major support. Bearish posts warn of further losses and question the tokens value and regulatory outlook, while long-term holders are buying the dip and arguing the selling may be nearing exhaustion.

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.

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.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hot U.S. inflation data and expectations of further Fed tightening have lifted the dollar and Treasury yields, weighing on non-yielding gold and driving GLDs sharp decline. Traders are split between buying the pullback near support and expecting more downside as rate-hike bets persist.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

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