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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 of Jensen Huangs alleged relationships, including one involving a person suspected of ties to Chinese intelligence, and speculation about his future as CEO have put leadership and national-security risks at the center of NVDA trading. Traders are split between viewing the selloff as an overreaction that leaves Nvidias AI business intact and seeing Huangs potential departure and possible scrutiny of China-related chip sales as material risks.

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 drawing attention ahead of its Q3 report after CoreWeaves strong results lifted sentiment toward AI cloud providers. Traders are hopeful Nebius will deliver strong results and guidance, while others question whether growth can justify its heavy investment and financing needs; Nvidia CEO rumors are adding volatility.

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 report is the dominant focus, with traders looking for evidence that rapid growth and defense orders are translating into improving margins and progress toward profitability. Bulls speculate that strong results could prompt short covering, while bears question cash burn, dilution and the companys ability to execute.

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 November 22 FDA decision for deramiocel in Duchenne muscular dystrophy, with traders interpreting managements confident Q3-call comments and remarks about possible labeling as encouraging. Bulls are anticipating approval and speculating about short covering, while skeptics point to the advisory committees concerns and stress that the FDA outcome remains uncertain.

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Nvidia CEO Jensen Huangs reported board review and leadership uncertainty are driving concern about spillover from the AI trade into the S&P 500, though claims about his possible ouster and security issues remain uncertain. Traders disagree on whether the episode threatens broader markets or is largely Nvidia-specific, with some pointing to inflation and rate concerns as additional risks and others emphasizing the indexs resilience.

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 is weighing Jensen Huangs future have fueled a sympathy rally in AMD, as traders speculate that leadership uncertainty could shift business or investment toward rival chipmakers. Others argue the move is sentiment-driven, noting that Nvidias technology lead remains and that AMD may not quickly capture meaningful market share.

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

Concerns about alleged Alibaba links to Singapore-based Megaspeed and possible tighter U.S. restrictions on AI-chip access are weighing on the shares. Traders are largely bearish, though some argue that limits on Nvidia chips could benefit Alibabas own T-Head chip business; the alleged connections remain disputed.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure sparked a sharp selloff and speculation about possible financial problems; the company said the exit was not tied to disagreements and indicated fiscal Q1 revenue and adjusted EBITDA would exceed the high end of guidance. Traders are divided between calling the drop an overreaction and remaining wary of managements handling of the news, alongside broader concerns about AI and data-center spending.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

A strong Q3 report and raised full-year sales outlook, driven by demand for Mounjaro and Zepbound, have fueled LLYs breakout to record highs. Traders are celebrating the growth and analyst upgrades, while skeptics point to the premium valuation, pricing pressure and weaker-than-expected Foundayo sales.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Debate centers on pressure tied to congressional scrutiny and negative coverage of Webulls alleged China connections, which traders say has weighed on the stock; some dispute those concerns, while others remain wary of further downside and dilution. Bulls counter with the companys growth and profitability and look to the upcoming earnings report for evidence the business remains strong.

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Arch Capital Group (ACGL) Is Up 0.86% in One Week: What You Should Know 

Does Arch Capital Group (ACGL) have what it takes to be a top stock pick for momentum investors? Let's find out.

ACGL Stock Gains 19.5% in a Year: Here's What Investors Should Know?

Arch Capital's disciplined underwriting, rising investment income, strategic acquisitions and strong cash flow position it for sustained earnings and book value growth.


BRK.B Q3 Earnings Decline Year Over Year, Revenues Top Estimates

Berkshire Hathaway's Q3 operating earnings fall 5.8% as weaker insurance underwriting and investment income offset growth in railroad and manufacturing.

CINF Outperforms Industry, Trades at a Premium: Time to Buy or Hold?

Cincinnati Financial benefits from disciplined underwriting, specialty insurance growth, rising investment income and AI efficiencies despite catastrophe risks.

NMIH Q3 Earnings Miss Estimates on Higher Claims and Costs

NMI Holdings' Q3 earnings face pressure from rising claims and expenses, despite portfolio growth and stronger investment income.

PLMR Q3 Earnings Beat Estimates on Strong Premium Growth

Palomar's Q3 earnings jump 49.8% as strong premium growth and investment income fuel results, prompting higher 2026 earnings guidance.

Arch Capital Group Ltd. (ACGL) is Attracting Investor Attention: Here is What You Should Know  

Arch Capital (ACGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

CNA Q3 Earnings Miss on Higher LTC Reserves, Catastrophe Losses

CNA Financial's Q3 earnings fall 50% as reserve updates and catastrophe losses pressure underwriting, despite premium growth and improved International results.

Why Investors Need to Take Advantage of These 2 Finance Stocks Now

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Everest Group Q3 Earnings Miss Estimates on Higher Catastrophe Losses

EG's Q3 2026 earnings miss estimates as catastrophe losses and reserve development hurt underwriting profits despite record investment income.


• Reported GAAP EPS of $2.67 down -3.61% YoY
• Reported revenue of $4.66B down -8.89% YoY

Arch Capital Group Ltd. reported lower net premiums earned and underwriting income, $234M of catastrophe losses, and management described market conditions as increasingly uneven during a transitioning market.

Arch Capital Group Ltd. reported insurance premium growth, a lower adjusted insurance combined ratio, higher net investment income, and $179M of favorable prior-year reserve development.

Arch Capital Group Ltd. engages in the provision of property and casualty insurance and reinsurance lines. It operates through the following segments: Insurance, Reinsurance, Mortgage, Corporate, and Other. The Insurance segment consists of insurance underwriting units which offer specialty product lines like construction and national accounts, excess and surplus casualty, lenders products, professional lines, and programs. The Reinsurance segment is composed of reinsurance underwriting which offers specialty product lines such as casualty, marine and aviation, other specialty, property catastrophe, property excluding property catastrophe, and other. The Mortgage segment includes U.S. and international mortgage insurance and reinsurance operations as well as GSE credit risk sharing transactions. The Corporate segment represents net investment income, other income, corporate expense, interest expense, net realized gains and losses, and net impairment losses. The Other segment refers to Watford Re. which is a variable interest entity. The company was founded by Clements Robert in March 1995 and is headquartered in Hamilton, Bermuda.

Arch Capital Group Ltd

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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