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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 removal amid allegations involving an employee and a suspected Chinese intelligence operative have driven discussion about leadership and national-security risks. Traders are split between expecting more volatility if Huang is forced out and arguing the controversy is overblown because Nvidias AI business remains strong.

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 reiterated confidence in Deramiocel and comments about possible labeling discussions, along with an analyst upgrade, have renewed attention ahead of the FDAs November 22 decision on the therapy for Duchenne muscular dystrophy. Traders are bullish on approval and speculate about a short squeeze, while others stress that the decision remains uncertain given prior FDA concerns about the evidence.

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 drawing attention amid weakness in Chinese tech stocks and speculation that allegations involving Nvidia CEO Jensen Huang and chip intermediary Megaspeed could bring export-control fallout for Chinese AI companies; traders disagree over whether the controversy is materially linked to Alibaba. Some see its cloud and AI business and planned T-Head IPO as offsets, while others remain concerned about China-market weakness and the stocks persistent selling pressure.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels positive Phase 3 prostate-cancer results and new SITC immune-response and viral-clearance findings are fueling attention ahead of the planned BLA for aglatimagene (CAN-2409). Bulls view the data as supportive of the filing, while skeptics focus on submission timing, manufacturing readiness, funding and dilution risks amid weak trading.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Speculation that Nvidias board may oust CEO Jensen Huang has fueled volatility in NVDL, which magnifies NVDAs daily moves. Traders are split between treating the selloff as a buying opportunity and warning of further downside, with some also watching Nvidias upcoming earnings.

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 upcoming quarterly report is the main focus, with traders looking for guidance on whether AI infrastructure orders will translate into sustained revenue and cash generation. Some expect strong results and a rebound, while others question the durability of the orders and their effects on margins.

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 shares rallied with AI-cloud peers after CoreWeaves strong results eased concerns about sector demand, while traders positioned around Nebiuss upcoming quarterly report. Bulls expect continued growth, but others say the run-up may have priced in good news and point to financing and capital-spending risks; Nvidia-related headlines are adding volatility.

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

AMDs sharp rally is largely being attributed by traders to rotation from Nvidia after reports that its board is weighing Jensen Huangs future, with some speculating that Nvidias rivals could benefit. Others argue the move is sentiment-driven and that leadership turmoil alone does not change Nvidias product and customer advantages.

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

Reports of possible leadership turmoil at Nvidia have fueled speculation that investors are rotating into rivals such as Broadcom, with traders pointing to AVGOs gains as Nvidia weakens. The community is divided on whether Broadcom can actually capture businessits products are not directly interchangeable with Nvidiasor whether the move is a short-lived shift in AI-sector positioning.

ERock, Inc. operates, designs, and installs distributed generation power systems. The firm primarily serves data centers, utilities, commercial and industrial businesses. The company was founded on 2006 and is headquartered in Houston, TX.

ERock Inc. - Ordinary Shares - Class A

Attention centers on upcoming quarterly results and whether they confirm growth in ERocks on-site power business for AI data centers, with traders focused on its reported hyperscaler-linked projects and backlog. Bulls see strong power demand and possible short-covering fuel, while skeptics point to execution, permitting, leadership and share-unlock risks.

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