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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

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

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 pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

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 rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

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 SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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CRM or ADSK: Which Is the Better Value Stock Right Now?

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Autodesk, Inc. engages in the design of software and services. Its products include AutoCAD, BIM Collaborate Pro, Revit, Civil 3D, Fusion 360, InfraWorks, Inventor, Maya, PlanGrid, Revit, Shotgun, and 3ds Max. The firm also offers product development and manufacturing software, which provides manufacturers in the automotive, transportation, industrial machinery, consumer products, and building product industries with digital design, engineering, and production solutions. It is also involved in digital media and entertainment, which consists of tools for digital sculpting, modeling, animation, effects, rendering, and compositing for design visualization, visual effects, and games production. The company was founded by John Walker in April 1982 and is headquartered in San Francisco, CA.

Autodesk Inc.

Are SaaS Stocks Making A Comeback? Autodesk, Intuit Outperform In Tough Week For Tech

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Neutral Sentiment

<ul class="summary-bullets"><li>Autodesk gains momentum after Schneider Electric’s $22.6 billion deal for PTC sparks fresh interest in industrial software firms.</li><li>Intuit rebounds after management signals confidence in the company’s underlying value and halts planned executive stock sales.</li><li>Analyst price targets suggest roughly 32% upside for Autodesk and 33% for Intuit, despite mixed retail sentiment.</li></ul>Autodesk Inc. (ADSK) and Intuit Inc. (INTU) are heading for their strongest weekly performances in months, bucking a broader market downturn and signaling renewed optimism about the sector’s growth prospects.<a class="mention" data-mention="$ADSK" data-symbol-id="ADSK" href="https://stocktwits.com/symbol/ADSK" target="_blank">ADSK stock</a> climbed around 10% so far this week, while Intuit gained approximately 8%, putting both among the Nasdaq 100’s top 10 gainers. The rally comes as the Invesco QQQ Trust (QQQ), which tracks the Nasdaq 100, slipped around 0.3% over the same period.The gains stand out as tensions over the Iran war escalate, fueling fresh uncertainty across financial markets. Rising oil prices and concerns about the conflict’s economic fallout have weighed on investor sentiment.<h2 class="st-heading-2">Autodesk Gets A Boost From PTC Deal</h2>Autodesk’s rally gathered momentum after Schneider Electric agreed to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ptc-rallies-premarket-after-schneider-electric-agrees-to-22-6-b-buyout/cZDpppxRBSS">acquire</a> industrial software maker PTC Inc. (PTC) in an all-cash deal valued at approximately $22.6 billion, or $205 per share. The offer represented a 42.3% premium to PTC’s previous closing price.&nbsp;&nbsp;The acquisition appears to have prompted investors to reassess valuations across the engineering and industrial software sector, where Autodesk also operates.&nbsp;Meanwhile, Autodesk’s underlying business remains strong. The company reported a 16% increase in fiscal second-quarter revenue to $2.05 billion in August and expanded its AI capabilities across its design and engineering software portfolio.&nbsp;&nbsp;<h2 class="st-heading-2">Intuit Rebounds On Confidence Signals</h2>Intuit’s advance comes amid a recovery in investor sentiment following a difficult stretch for the financial software company.In September, management&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.intuit.com/blog/news-social/management-reiterates-confidence-in-long-term-growth-trajectory/?utm_source=chatgpt.com">said</a> it believed the stock price was meaningfully misaligned with the company’s fundamental value. Intuit also announced that its founder and senior executive leadership team would terminate their outstanding, prescheduled stock-sale plans, reinforcing its confidence in the business.Still, Intuit expects overall revenue growth to moderate to 9%-10% in fiscal 2027, down from 14% in fiscal 2026.&nbsp; INTU shares remain 54% lower year to date as of their last close.<h2 class="st-heading-2">ADSK, INTU: Analyst, Retail View</h2>Late last month, Piper Sandler lowered its price target on Autodesk stock to $300 from $338, while maintaining an ‘Overweight’ rating. Earlier, Goldman Sachs upgraded its rating to ‘Outperform’ from ‘Hold’ and set a $265 price target.For Intuit, Citi raised its rating to ‘Buy’ and set a $416 price target, while RBC Capital maintained an ‘Outperform’ rating and a $385 target.&nbsp;Currently, 30 of 36 analysts rate ADSK ‘Buy’ or higher, with their average price target of $307.54 implying a 32% upside from the stock’s last close, according to Koyfin.&nbsp;Twenty of 34 analysts rate INTU a ‘Buy’ or higher, with a consensus price target of $405.60, implying 33% upside.On Stocktwits, retail sentiment for ADSK and INTU dipped over the past week and was ‘bearish’ and ‘bullish,’ respectively, as of early Friday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-muted-after-report-of-trump-s-purchase-meta-bans-tik-tok-ads-in-us-six-other-regions/cZD6QRgRBVi">META Stock Muted After Report Of Trump’s Purchase: Meta Bans TikTok Ads in US, Six Other Regions</a>&nbsp;&nbsp;

Traders work on the floor of the New York Stock Exchange during morning trading on August 05, 2026. (Photo by Michael M. Santiago/Getty Images)

Tech stocks broadly declined this week as escalating tensions over the Iran war fueled fresh uncertainty across financial markets.

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Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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