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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

Jensen Huangs departure as CEO and Colette Kresss appointment as interim CEO have sparked concerns about Nvidias leadership succession, governance and ability to sustain execution. Traders are split between viewing the transition as a serious risk and treating the selloff as an overreaction, with many pointing to Nvidias underlying business and buying the rebound.

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 is under pressure after its quarterly update, as a strong revenue beat was overshadowed by delayed capacity coming online, a softer near-term outlook and sharply higher infrastructure spending. Traders are split over whether customer prepayments and contracted demand can offset execution and financing concerns, while Nvidia-related uncertainty added pressure across AI infrastructure stocks.

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

Better-than-expected Q3 results, a record backlog, positive free cash flow and an upbeat outlook are driving attention to LUNR. Many traders see the quarter as evidence of improving business momentum and anticipate a short squeeze, while others caution that operating losses, one-time margin benefits and the need to convert backlog into delivered work temper the enthusiasm.

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

Cardinals steep selloff is being tied to a weak quarterly report, sharply lower margins and the withdrawal of its full-year outlook, despite strong revenue growth. Traders are split between viewing the authorized buyback and cash position as support and fearing management missteps, execution risks and the Hughes acquisition.

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

AMD is drawing attention as Nvidias leadership turmoil prompts traders to speculate that customers and investors could shift toward chip rivals, helping fuel a sharp rally in AMD. The community is divided over whether this rotation could translate into lasting business gains or is a temporary, overextended sympathy move.

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 Q3 earnings and raised revenue outlook are driving attention, with traders highlighting record growth and a larger backlog. The stocks weak reaction has sparked debate over compressed gross margins, cash burn and dilution risks, while some bullish traders point to the faster profitability timeline and blame broader market weakness or short pressure.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles Blacklift rocket unveiling and investor presentation are driving attention: bulls see in-house launch capability as a way to meet satellite demand, while skeptics question the cost and execution risks and worry it could compound delays to BlueBird deployment and commercial service. Traders also debate elevated short interest and squeeze potential, but the central issue is whether the rocket plan can improve launch access or add risk.

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 amid traders concerns about alleged links to Megaspeed, a firm tied to the Nvidia CEO scandal, and the risk that scrutiny could lead to tighter U.S. chip-access restrictions for China; Alibabas direct involvement remains unconfirmed. The discussion is largely bearish over potential effects on its AI and cloud competitiveness, though some traders view the selloff as an overreaction and are buying the dip.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff is drawing attention as hotter-than-expected inflation has lifted the dollar and Treasury yields and strengthened expectations for Fed rate hikes, pressuring the non-yielding metal. Traders are split between expecting further downside from persistent rate pressure and buying the dip in anticipation of a rebound or renewed safe-haven demand.

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

Speculation about Nvidia CEO Jensen Huangs reported leadership turmoil and related controversies is weighing on AI-linked stocks, with traders questioning why SMCI is falling more sharply despite its ties to Nvidia and its growing AMD business. Some see the drop as unfair spillover and a buying opportunity, while others point to SMCIs own governance, export-control and leadership concerns as reasons for continued underperformance.

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