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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 may remove Jensen Huang amid allegations of workplace relationships and scrutiny over his alleged links to a suspected Chinese intelligence operative are driving attention. Traders disagree on the business impact: some fear leadership, governance, and security uncertainty, while others view the controversy as separate from Nvidias fundamentals and are treating the selloff as a buying opportunity.

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 widely attributed to traders rotating from Nvidia amid reports that its board may consider ousting CEO Jensen Huang, though some argue a leadership scandal does not change AMDs competitive position and question the sharp move. A broader rebound in AI and semiconductor stocks, supported by CoreWeaves outlook, also features in the discussion.

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. 

CoreWeaves strong results and outlook lifted sentiment across AI-cloud providers, with traders treating the report as evidence of resilient demand and improved financing prospects for the neocloud sector ahead of Nebiuss Q3 results. The rally has fueled bullish expectations, but others warn that optimism may already be priced in and are focused on Nebiuss capacity expansion, funding needs, and ability to sustain demand.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves stronger-than-expected quarterly results and raised outlook fueled a sharp rebound in AI infrastructure stocks. Traders remain divided over its debt-heavy expansion and a reported Nvidia leadership shake-up: bears see financing and partnership risks, while bulls argue demand and the Nvidia relationship extend beyond one executive.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Dip-buying in NVDL is prominent amid Nvidias share-price swings, while traders also circulate unverified claims about CEO Jensen Huang and an alleged insider or spy scandal. The reaction is divided: some see a buying opportunity, while others expect more downside and warn that the ETFs 2x daily leverage can magnify losses.

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

Ondass Q3 earnings report is the main focus, with traders debating whether revenue growth and guidance can offset concerns about losses, cash burn, and dilution. The recent Digital Bat drone order adds to the growth discussion, while high reported short interest fuels speculation about a squeeze; others warn that earnings could trigger another selloff.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras upcoming earnings and the final IPO lockup expiration are driving discussion, with traders debating whether results and guidance can reverse the steep post-IPO decline or whether newly eligible shares and a repeat of the prior earnings selloff could add pressure. Bulls are positioning for a rebound or short squeeze, while bears remain wary of insider selling and execution risks.

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

Supermicros H15 AI servers powered by AMDs latest EPYC processors are drawing attention as traders see a step toward diversifying beyond Nvidia and serving continued AI-infrastructure demand. The community is upbeat about the launch and recent rebound, but skeptics question whether gains will hold given SMCIs volatility and sensitivity to Nvidia and broader AI-sector moves.

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

Broadcom is rising with semiconductor peers as CoreWeaves stronger outlook renewed confidence in AI infrastructure spending, while traders also see Nvidia CEO controversy prompting a rotation toward rivals such as AVGO. Some remain wary that a sector bounce does not resolve Broadcoms exposure to hyperscaler capex and concentrated custom-chip customers.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports that Nvidias board may consider removing Jensen Huang amid allegations of workplace relationships and security concerns dominate discussion, with traders debating whether leadership uncertainty at a major tech holding could weigh on QQQ. Some fear broader weakness in AI and tech, while others call the reaction an overreaction and point to CoreWeaves upbeat outlook and the market rebound as counterweights.

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QuickLogic (QUIK) Reports Q3 Loss, Lags Revenue Estimates

QuickLogic (QUIK) delivered earnings and revenue surprises of -40.00% and -6.58%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Quantum-Si Incorporated (QSI) Reports Q3 Loss, Misses Revenue Estimates

QuantumSi Incorporated (QSI) delivered earnings and revenue surprises of +23.08% and -29.33%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Lattice Semiconductor (LSCC) Tops Q3 Earnings and Revenue Estimates

Lattice (LSCC) delivered earnings and revenue surprises of +28.57% and +13.50%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

AXT (AXTI) Beats Q3 Earnings and Revenue Estimates

AXT (AXTI) delivered earnings and revenue surprises of +32.26% and +11.05%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

AI Transforming Land Surveying as Billions in Geospatial and Construction Markets Fuel New Growth Opportunities

AI-powered mapping, drone technology and automated data processing are reshaping productivity, reducing manual workloads and opening new opportunities across surveying, construction and infrastructure   New York, NY – October 29, 2026 – Land surveying is entering a new era. Artificial intelligence, drones and advanced mapping software are giving surveyors new ways to collect, analyze and […]
The post AI Transforming Land Surveying as Billions in Geospatial and Construction Markets Fuel New Growth Opportunities appeared first on Financial News Media.

Buy, Sell or Hold AMKR Stock? Key Tips Ahead of Q3 Earnings

Amkor Technology's AI-led computing growth and attractive valuation support a hold ahead of Q3 earnings, but Communications weakness and SiP shifts pose risks.

Amkor Surges 84% in a Year: Should You Hold or Fold the Stock?

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Are Options Traders Betting on a Big Move in Ambarella Stock?

Investors need to pay close attention to AMBA stock based on the movements in the options market lately. 

SCI Stock Surges Nearly 113% in a Year: What's Behind the Rally?

SCIA is benefiting from stronger demand, new customers, higher volume and advanced-materials expansion, but concentration and supply-chain risks remain.

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker  

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.</li><li>Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software.</li><li>NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</li></ul><p>Shares of Ambarella (AMBA) jumped nearly 18% on Friday, on track to clock its best day in a month, after reports that NXP Semiconductors (NXPI) is in talks to buy the company.</p><p>Nasdaq-listed shares of NXP, however, fell 5% at the time of writing.</p><h2 class="st-heading-2">The Potential Deal</h2><p>NXP, the Netherlands-based large chipmaker, is discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems, Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/f02ce02b-fa33-49ad-b8c7-81ab5cec3de0?syn-25a6b1a6=1">reported</a>, citing people familiar with the matter.</p><p>Talks are ongoing but not guaranteed to succeed—other bidders could appear, or the discussions could fall apart, the report said. The deal would strengthen NXP’s position supplying chips to carmakers, a segment expected to make up roughly half of the Dutch company’s $15.1 billion in revenue this year, FT noted.</p><p>AMBA was valued at about $3.3 billion before the report. FT did not detail the financial terms of the proposed buyout.</p><h2 class="st-heading-2">Boost For NXP’s Auto Business</h2><p>NXP Semiconductors generated $7.116 billion in revenue from its automotive end market in 2025, accounting for a lion’s share of its total revenue of $12.27 billion. Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software that carmakers increasingly demand as vehicles become smarter and more connected.</p><p>Ambarella’s chips excel at running complex AI models directly on the device rather than in the cloud. That capability is critical for real-time camera vision in cars, where split-second decisions matter for safety. The same technology also serves security cameras and industrial systems, giving NXP exposure beyond the auto sector.</p><h2 class="st-heading-2">A Sector On The Move</h2><p>The possible deal comes as semiconductor companies race to consolidate and lock in AI-related assets. In recent months, several multi-billion-dollar transactions have reshaped the industry as chipmakers position themselves for the next wave of artificial intelligence applications. NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</p><p>As for Ambarella, it signed a landmark long-term agreement with South Korea’s Hanwha Group in May for the sourcing and co-development of Ambarella’s edge AI technology, a deal valued at more than $800 million in potential revenue over more than a decade. Under the partnership, Ambarella's current and next-generation systems-on-chip and software will be integrated across Hanwha's product lines in video security, robotics, industrial automation and life sciences. The collaboration, Ambarella's broadest to date and among the first of its kind in the edge AI chip market, will also leverage Hanwha Vision's expertise in vision systems and cybersecurity.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around NXPI stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.</p><p>Meanwhile, sentiment around AMBA jumped from ‘bearish’ to ‘bullish,’ accompanied by an increase in retail chatter from ‘extremely low’ to ‘normal’ levels.</p><p>“BO (buyout) would actually be a little disappointing for what I was hoping to get out of this hold. I'd take it I guess,” a user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Curiousoso/message/660613602">wrote</a>.</p><p><stembedurl>https://www.stocktwits.com/Curiousoso/message/660613602</stembedurl></p><p>Another voiced hopes for a “competitive bid.”</p><p><stembedurl>https://www.stocktwits.com/Jumpinjackflash33/message/660612753</stembedurl></p><p>While <a href="https://stocktwits.com/symbol/NXPI">NXPI shares</a> have gained 7% this year, <a href="https://stocktwits.com/symbol/AMBA">AMBA</a> has gained 22%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-on-track-for-worst-week-ever-after-regulatory-setback-for-dmd-therapy/cZN4ib6RJPH">CAPR Stock On Track For Worst Week Ever After Regulatory Setback For DMD Therapy</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of US semiconductor company Ambarella Inc. is displayed on a smartphone. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sen

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker

NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems. 


NXP Semiconductors NV

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.

Current Price	$62.49
Prev Close	$60.36
Open	$62.59
Dividend Yield	0.00%
50-Day Moving Average	$65.25
Beta	2.35
Avg. Volume	1.47M
PE Ratio	-46.43

52-Week High	$96.69
52-Week Low	$48.30
Market Capitalization	$2.66B
EPS (Annual)	-$1.78
Price to Book	4.29
Revenue Per Employee	$407,405.63

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