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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

Reports of DOJ inquiries involving SMCI and Megaspeed, tied to allegations of chip diversion to China, are driving the selloff; traders debate whether the scrutiny is new or recycled and whether SMCI was knowingly involved. Some see the decline as an overreaction and are buying the dip, while others cite the renewed allegations and management credibility concerns as reasons for caution.

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 resignation and CFO Colette Kresss appointment as interim CEO have sparked a sharp selloff and debate over succession, governance, and execution risks, with speculation about broader China-related investigations adding uncertainty. Traders are divided between those who see the founders exit as a lasting threat to Nvidias AI leadership and dip buyers who argue its business and fundamentals remain 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 shares sold off after its quarterly revenue beat was overshadowed by guidance at the low end of its outlook, delayed capacity coming online and sharply higher planned capital spending. Traders debate whether customer prepayments and strong AI-cloud demand justify the buildout or whether execution and financing risks outweigh the growth story; Nvidia leadership turmoil is also cited as pressure on AI infrastructure stocks.

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 reports alleging links to Megaspeed, a data-center firm at the center of the Nvidia/Jensen Huang probe, and fears that scrutiny could bring tighter U.S. restrictions on AI-chip access to China; any direct Alibaba involvement remains unconfirmed. Traders debate whether the selloff is an overreaction or a warning for Alibabas AI and cloud ambitions, with some buying the dip while others remain bearish on China tech.

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

Nvidia CEO Jensen Huangs resignation and leadership uncertainty have fueled a rotation into AMD, with traders speculating that customers or talent could shift toward the rival AI-chip maker; William Blairs upgrade also cited the opening. Others argue Nvidia retains a strong competitive moat and view AMDs rally as a potentially temporary, valuation-stretched sympathy move.

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 quarterly results, sharp margin deterioration and withdrawal of its full-year outlook have fueled a severe selloff, with traders also scrutinizing the postponed Hughes Brothers acquisition and managements execution. Reactions are divided between concern that the operational problems and acquisition strategy undermine confidence, and value-focused buying based on the companys cash position and authorized share repurchase.

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

Intuitive Machines record Q3 results, positive free cash flow, expanded backlog and revenue outlook are driving attention and a sharp share-price move. Many traders see improving execution and potential for a re-rating, while others caution that losses, margin quality and backlog conversion remain risks and debate whether the rally could fade.

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 results beat expectations and management raised its revenue outlook and advanced its profitability timeline, but the shares sold off as traders focused on sharply lower gross margins, continued losses and dilution concerns. The community is split between investors viewing the growth and backlog as strong validation and skeptics attributing the decline to weak economics, while some bulls blame short-selling pressure.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX is drawing attention after strong Q3 revenue growth and a higher 2026 revenue outlook, prompting a bullish reaction from traders. Some remain cautious about the companys net loss and whether the rally can hold.

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GLDs sharp selloff is being discussed as a reaction to hotter-than-expected inflation and rising expectations for Fed rate hikes, which have lifted Treasury yields and the dollar and pressured gold. Traders disagree on whether the decline is a buying opportunity near support or part of a deeper downtrend.

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Anthropic IPO Sentiment Is The ‘Core Driver’ Of The AI Trade, Analyst Says – Calls CoreWeave Q3 Results ‘Survive And Advance’ Print 

Equity

In an interview with CNBC, the analyst said he sees a “quite bullish” setup into December if the offering goes well.


UiPath Joins Google Cloud's Gemini For Healthcare As Launch Partner — Enables AI-Powered Workflow Automation

The integration allows healthcare organizations to execute complex workflows through Gemini while retaining existing governance, permissions, and audit controls.


ARK Invest's Cathie Wood Says AI Buildout Could Become ‘Much Healthier’ As Democratic Win, Infra Shortages Could Force Efficiencies

In the latest episode of ‘In The Know,’ Cathie Wood said that infrastructure bottlenecks, such as shortages in labor, chips, and power, would actually result in forced efficiencies in the AI sector. 

Dan Ives Sees A ‘Multiyear Tech Bull Market’ Despite AI Stock Rout — ‘This Was Just A... Scary Moment’

During an interview with Bloomberg on Saturday, Ives said he believes investors are overreacting to the political uncertainty surrounding AI infrastructure spending.

Chamath Palihapitiya Warns AI Data Center Slowdown Could Be A ‘Disproportionate’ Blow To Anthropic And OpenAI

Palihapitiya argued that tighter scrutiny of data center projects could slow the expansion of computing capacity just as leading AI companies race to improve their models and products.

The AI Buildout Has A New Problem, And It’s Not Nvidia — JPMorgan Sounds Alarm

JPMorgan Asset Management Global Market Strategist Stephanie Aliaga warned that mounting opposition could mean longer negotiations, higher costs and further delays.

AI Selloff Has Investors Panicking, But Ed Yardeni Says It’s Time To Start Buying — ‘Beware Period Is Over’

During an interview with CNBC, Ed Yardeni argued that the recent market turbulence has been driven partly by panic and unwinding leverage.

Gary Marcus Warns OpenAI Could Become ‘WeWork Of AI’ — And Nvidia May Pay The Price

During a CNBC interview, Marcus warned that AI skepticism, rising financing costs and monetization concerns could expose vulnerabilities across the industry.

AI Stocks Have Taken A Beating, But Gene Munster Says The Biggest AI Boom Is Still Ahead

Munster argued that while AI infrastructure growth could slow in the near term, the long-term opportunity remains largely unchanged.

Dan Ives Warns ‘No Way To Sugarcoat’ That Democrats’ Blue Wave Is Negative For AI Buildout — But Calls Tech Stocks Sell-Off ‘Irrational’

Speaking on Bloomberg Radio and CNBC on Friday, Ives acknowledged that the Democratic victories could complicate the AI infrastructure buildout.

Global X Funds - Global X Artificial Intelligence & Technology ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Evercore ISI’s Kevin Rippey said that CoreWeave’s third-quarter results were a “survive and advance” print.</li><li>According to the tech analyst, sustained demand would give investors greater confidence that CoreWeave can service its debt and eventually return cash to shareholders.</li><li>Rippey identified the midterm elections and Anthropic’s listing as two major catalysts for U.S. equities in the fourth quarter.</li></ul>Whether or not Anthropic’s (ANT) initial public offering (IPO) goes well will decide the direction of AI stocks into year-end, Evercore ISI technology analyst Kevi Rippey said on Wednesday.“Sentiment around the frontier is the core driver of the AI trade set,” Rippey told CNBC in an interview. “That is where I think things begin and end over the last two weeks.”According to him, two “really catalytic events” are set to shape the fourth quarter for U.S. stocks. One was last week’s midterm elections, and the second is Anthropic’s upcoming listing.&nbsp;“We get through this event. We look out into December, and you can draw quite a bullish construct,” Rippey stated.On Stocktwits, retail sentiment around ANT flipped to ‘bullish’ from ‘bearish’ territory over the past day, while chatter jumped to ‘extremely high’ from ‘low’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_11_054252_94434a9f11.png" alt="Screenshot 2026-11-11 054252.png" width="1274" height="682"><figcaption><a class="mention" data-mention="$ANT" data-symbol-id="ANT" href="https://stocktwits.com/symbol/ANT" target="_blank">ANT stock</a> retail sentiment on November 11 as of 5:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Anthropic IPO Could Set The Tone For AI Stocks</h2>On Tuesday, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-nvidia-amd-to-invest-26-b-in-anthropic-alongside-ipo/cNGu0BtR97U">released</a> an updated prospectus, setting a price range of $70 to $78 for 825 million Class A shares. At the top of the range, the offering could raise about $64.4 billion before expenses.Alphabet’s Google (GOOGL), Nvidia (NVDA), Advanced Micro Devices (AMD), Broadcom (AVGO), Micron Technology (MU), Microsoft (MSFT) and Taiwan Semiconductor Manufacturing Co. (TSM) have also agreed to purchase a combined $26 billion in shares through a private placement at the IPO price.Rippey said that the Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/68bcba57-0575-44ee-80f4-2e5ea23a431e?syn-25a6b1a6=1">report</a>, which said that Anthropic’s banks are now mulling over potentially increasing the company’s IPO valuation to $1.5 trillion or more, has tempered speculation that the IPO might be “sort of a limp into the finish line type event,” especially after AI stocks&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stock-market-correction-or-crash-3-charts-for-the-week-ahead/cNGr4EOR9e1">swung sharply</a> late last week.<h2 class="st-heading-2">CoreWeave Earnings Ease Some Concerns, But Funding Remains A Risk</h2>Rippey was more measured on CoreWeave (CRWV), which&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-climbs-6-after-hours-as-132-b-revenue-backlog-reinforces-ai-compute-demand-nbis-iren-tick-higher/cNGuwW0R9JL">reported</a> third-quarter results on Tuesday after the bell. He said the report removed the risk of a new downside shock but did not resolve the funding worries behind the stock’s sell-off over the past eight weeks. “We learned nothing that would suggest that there are further delays, that there are further bottlenecks that are impacting the company’s ability to realize strong current demand,” he said. “I think it was largely confirmatory of all of the concerns that we had, but from a relief rally standpoint, a survive and advance type print is how I characterize it.”Demand remains the company’s strongest point, Rippey added. “Demand is extraordinarily strong. If you have available capacity, you can price at a massive premium relative to longer duration contracts,” he said. According to the tech analyst, sustained demand would give investors greater confidence that CoreWeave can service its debt and eventually return cash to shareholders.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> rose as much as 12.5% in pre-market trade, on track to log its biggest single-day gain since September. On Stocktwits, retail sentiment around the neocloud flipped to ‘extremely bullish’ from ‘bearish’ over the past day, and chatter increased to ‘high’ from ‘low’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_67_024e5e6a93.png" alt="image (67).png" width="1276" height="690"><figcaption>CRWV stock retail sentiment on November 11 as of 5:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">CoreWeave Q3 Recap</h2>CoreWeave’s revenue rose 168% year over year to $3.66 billion. Its adjusted loss of $1.27 per share was narrower than the $1.55 loss analysts had expected. The company forecast 2026 revenue of $13 billion to $13.3 billion and capital expenditures of $37 billion to $39 billion.However, it reported a net loss of $709 million, interest expense of $846 million, and total debt of $46.9 billion.“We will not use the unsecured debt market to fund our business at current yields, nor do we need to,” CEO Michael Intrator said during the earnings call, addressing the financing concerns directly.The company expects to receive about $9 billion in customer prepayments and plans to rely on chip-backed loans to fund its expansion.CRWV stock has fallen nearly 40% this year and more than 50% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-may-benefit-from-blue-wave-s-potential-data-center-slowdown-analyst-says-ahead-of-q3-results/cNGupoxR9JX">CoreWeave May Benefit From Blue Wave’s Potential Data Center Slowdown, Analyst Says Ahead of Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Anthropic is displayed on a smartphone screen on November 11, 2026 in Jinan, Shandong Province of China. (Photo by Contributor/VCG via Getty Images)

Whether or not Anthropic’s (ANT) initial public offering (IPO) goes well will decide the direction of AI stocks into year-end, Evercore ISI technology analyst Kevi Rippey said on Wednesday.

Anthropic IPO Sentiment Is The ‘Core Driver’ Of The AI Trade, Evercore ISI Analyst Says 

Anthropic

CoreWeave Inc

iShares Semiconductor ETF

Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

Stocktwits

) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

Current Price	$59.81
Prev Close	$59.91
Open	$58.85
Dividend Yield	N/A
50-Day Moving Average	$63.50
Beta	N/A
Avg. Volume	1.33M
PE Ratio	N/A

52-Week High	$70.26
52-Week Low	$44.46
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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