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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 woman suspected of Chinese intelligence ties have driven attention; the situation also raises questions about governance and possible chip-diversion scrutiny. Traders are split between concerns about leadership risk and the view that the reaction is an overstatement that does not change Nvidias AI business fundamentals.

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 may oust Jensen Huang amid misconduct and national-security scrutiny have fueled bets that customers and capital could shift toward AMD. Traders are divided over whether the move signals lasting market-share gains or is a sentiment-driven rally, arguing Nvidias leadership turmoil does not by itself change chip competitiveness.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Speculation about Nvidias board potentially ousting Jensen Huang amid personal-scandal headlines is driving discussion around NVDL, with traders debating whether the news signals further downside or a buying opportunity ahead of Nvidia earnings. As a 2x daily NVDA ETF, NVDL amplifies the underlying stocks swings, and the community is split between dip-buyers and cautious traders.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

AMATs upcoming quarterly earnings report has traders focused on equipment orders and guidance as a read-through on whether AI-driven fab spending is holding up. The community is split between optimism about chipmaking demand and concern that capex could slow, with recent price strength prompting both rebound hopes and caution about the outlook.

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 earnings report is driving attention, with traders focused on whether its AI-infrastructure orders will translate into collected revenue and sustainable growth, rather than just a large backlog. Some expect strong results and guidance, while others worry about hyperscaler spending, order timing, and margin pressure.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles Q3 results spotlighted its shift toward AI infrastructure, with Quake AI driving most revenue and adjusted EBITDA turning positive, prompting a rally and bullish discussion of GPU demand. Traders also debated financing and expansion risks, a softer next-quarter outlook and the continuing GAAP losses, while many speculated that high short interest could amplify the move.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris strong third-quarter growth, driven by Recorlev, and higher revenue outlookincluding a faster path toward the companys long-term sales goalare fueling a bullish rerating discussion. Traders are also debating valuation and speculating about a potential buyout, but that takeover chatter remains unconfirmed.

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 focused on the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with managements confidence in the data and comments about possible labeling discussions fueling optimism. Traders are debating approval odds and the risk of rejection after earlier FDA concerns; short-covering and leak claims remain speculation, not confirmed developments.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A rebound across semiconductor stocks, supported by CoreWeaves raised outlook and renewed AI-spending optimism, is lifting SMH even as Nvidia-specific leadership rumors weigh on sentiment. Traders remain divided on whether the rally marks a durable recovery or a brief bounce amid lingering concerns about AI investment and the sectors recent selloff.

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

Webull shares are drawing attention amid selling pressure tied to a congressional report and media coverage raising concerns about the companys China connections; traders disagree over whether the scrutiny reflects a genuine business risk or an overblown hit to sentiment. Bulls point to growth and the upcoming quarterly report as possible counterweights, while skeptics remain concerned about the stocks weak performance and continued uncertainty.

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Cogent Communications CEO to Present at an Upcoming Conference

Cogent Communications CEO to Present at an Upcoming Conference Cogent Communications CEO to Present at an Upcoming ConferencePR NewswireWASHINGTON, Nov. 10, 2026 WASHINGTON, Nov. 10, 2026 /PRNewswire/ -- Cogent Communications Holdings, Inc.("Cogent") (NASDAQ: CCOI), one of the largest Internet...

Cogent (CCOI) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Cogent (CCOI) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Cogent Communications (CCOI) Reports Q3 Loss, Lags Revenue Estimates

Cogent (CCOI) delivered earnings and revenue surprises of +25.30% and -1.37%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Cogent Communications Reports Third Quarter 2026 Results

Cogent Communications Reports Third Quarter 2026 Results Cogent Communications Reports Third Quarter 2026 ResultsPR NewswireWASHINGTON, Nov. 5, 2026 Financial and Business HighlightsService revenue totaled $231.2 million for Q3 2026 compared to $235.6 million for Q2 2026.On-net revenue, including...

Liberty Latin America Ltd. (LILA) Reports Q3 Loss, Lags Revenue Estimates

Liberty Latin America (LILA) delivered earnings and revenue surprises of -162.50% and -0.59%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

After Plunging 36.5% in 4 Weeks, Here's Why the Trend Might Reverse for Cogent (CCOI)

The heavy selling pressure might have exhausted for Cogent (CCOI) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Analysts Estimate Gogo (GOGO) to Report a Decline in Earnings: What to Look Out for

Gogo (GOGO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will Cogent Communications (CCOI) Report Negative Earnings Next Week? What You Should Know

Cogent (CCOI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Industry Outlook Highlights T-Mobile, Array Digital Infrastructure and Cogent Communications

Wireless National stocks have gained 52.3% despite macroeconomic headwinds, as T-Mobile, Array Digital and Cogent offer growth opportunities.

3 Wireless Stocks Likely to Benefit Despite Macroeconomic Challenges

TMUS, AD, and CCOI are likely to ride long-term gains from 5G momentum and rising demand for wireless connectivity despite near-term headwinds.

• Reported GAAP EPS of -$0.62 up 28.74% YoY
• Reported revenue of $231.2M down -4.44% YoY

Cogents service revenue and customer connections declined; disclosed risks include competition leading to lower prices and customer acquisition; the Board suspended the dividend program.

Cogents wavelength revenue and connections increased; the company offered wavelength services in 1,151 locations in three countries; adjusted EBITDA margin was 32.0% versus 30.2% in Q2 2026.

Cogent Communications Holdings, Inc. engages in the provision of Internet access and Internet Protocol (IP) communications solutions. It offers Internet access and data transport through its fiber optic, IP data-only network, ethernet transport, and colocation services. It operates through the following segments: Corporate and Netcentric. The company was founded by David Schaeffer in August 1999 and is headquartered in Washington, DC.

Cogent Communications Holdings Inc

Bearish 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.77	--	--	N/A
Q3 '26	-$0.77	-$0.62	19.30%	BEAT
Q2 '26	-$1.00	$1.38	237.50%	BEAT
Q1 '26	-$1.00	-$0.83	16.69%	BEAT
Q4 '25	-$1.06	-$0.64	39.53%	BEAT

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Latest Earnings Results: Q3 '26

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