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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 that NVIDIAs board is weighing Jensen Huangs future amid affair allegationsincluding one involving a person suspected of ties to Chinese intelligencehave made leadership uncertainty and possible national-security or export-control fallout the dominant discussion. Traders are divided between viewing the controversy as a serious governance risk that could cost Huang his job and arguing that his leadership is crucial and NVIDIAs business remains intact.

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 has rallied in sympathy with CoreWeaves strong results and renewed optimism about neocloud demand as traders focus on Nebiuss Q3 report. The debate is whether results and guidance will justify the run-up or whether heavy spending and funding risksand expectations that much of the good news is already priced inwill weigh on the shares.

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

Reports that Nvidias board may remove Jensen Huang have fueled a rotation into AMD, with traders speculating it could benefit if customers diversify from Nvidia. The community is split on whether the rally reflects genuine potential for market-share gains or a short-lived sympathy trade, and some warn that broader AI-sector weakness could also weigh on AMD.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs record quarterly results, raised full-year revenue outlook, and growing backlog are driving attention, with bulls pointing to commercial momentum and quantum-computing demand. Skeptics question how much growth reflects the SkyWater acquisition and cite cash burn, dilution, and volatility, contributing to mixed reactions around the earnings-driven move.

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

Capricors rally is centered on the approaching FDA decision on deramiocel for Duchenne muscular dystrophy, with traders reacting to managements confidence and comments about potential labeling as well as a Buy rating upgrade. Many expect approval and speculate about short covering, while others stress that the decision is binary and rejection remains a risk, particularly given prior FDA advisory committee concerns.

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 upcoming quarterly results are the main focus, with traders watching whether its expanding defense and autonomous-systems business can convert orders into revenue while improving margins and cash burn. Bulls point to heavy short interest as potential fuel for a squeeze, while bears cite dilution, operating costs, and the risk of disappointing results.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud services agreement with a sovereign AI customer, using NVIDIA GPU infrastructure, is drawing attention and fueling a bullish reaction. Some traders remain cautious, arguing that the company must demonstrate execution and convert its contract backlog into reported revenue and cash flow.

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 quarterly results and guidance are the main focus, especially whether AI infrastructure orders translate into sustained customer demand. Traders are divided: some expect AI networking to support growth, while skeptics warn that orders may depend on hyperscaler spending and question their durability and margin impact.

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

Supermicros launch of its AMD-powered H15 AI server lineup is driving bullish discussion, with traders viewing the rollout as a way to broaden its business beyond Nvidia. The optimism is tempered by concern that SMCI remains tied to Nvidia-related volatility, alongside doubts about margins and cash generation.

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

Broadcom is drawing attention as traders view it as a potential beneficiary of reported leadership turmoil at Nvidia, with some describing a rotation of money toward alternative AI-chip suppliers. Others caution that Broadcoms custom chips are not a direct substitute for Nvidias products and flag its reliance on hyperscaler spending and a concentrated customer base.

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