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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 future amid allegations involving an employee and a suspected Chinese intelligence link are driving attention, with traders focused on possible leadership and national-security fallout. The community is split between those who fear Huangs departure or deeper scrutiny could hurt Nvidia and those who see the controversy as overblown and view the companys business as intact.

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

CAPRs rally is tied to the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with traders interpreting managements confidence and comments about potential labeling as encouraging. The community is largely bullish and speculating about a short squeeze, but some emphasize that approval remains uncertain given prior FDA concerns and the binary risk.

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

Alibabas persistent weakness and repeated failed rebounds dominate discussion, alongside concerns about Chinese tech sentiment, AI-chip policy uncertainty, and whether cloud and AI spending can produce returns. Bears call it a value trap, while dip-buyers point to Alibabas cloud and AI prospects and argue the shares are undervalued.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Reports and speculation that Nvidias board may seek to replace CEO Jensen Huang have fueled volatility in NVDA and its 2x leveraged NVDL ETF. Traders are divided between buying the selloff for a potential rebound and warning that further NVDA weakness and leverage decay could deepen losses.

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.

Cisco is in focus ahead of quarterly results, with traders debating whether AI infrastructure orders will convert into sustained revenue or prove vulnerable to delays and spending cuts; bullish hopes for strong guidance compete with concerns about order quality and margins.

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-related scrutiny are driving a rotation into AMD, with traders framing Nvidias troubles as a potential opening for rival chipmakers. Some see a chance for AMD to gain customers or market share, while others argue the rally is sentiment-driven and Nvidias leadership controversy does not change AMDs fundamentals.

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

Traders are linking Broadcoms strength to rotation from Nvidia amid reports of possible leadership turmoil at Nvidia, while some expect rival chipmakers to benefit and others warn Broadcoms custom-chip business is not a direct substitute for Nvidias products. The debate also reflects broader AI-chip momentum and concerns about hyperscaler spending and customer concentration.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos sharp pullback is drawing attention amid weaker quarterly results, narrowed production guidance and reported Cigar Lake operating setbacks, alongside a broader selloff in uranium stocks. Traders are divided between seeing the decline as an oversold buying opportunity backed by long-term nuclear demand and expecting further downside as near-term execution and valuation concerns weigh on the sector.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the following segments: Square and Cash App. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Blocks Q3 earnings beat and raised full-year outlook have driven attention, with traders pointing to growth in Cash App and Square and a rally toward fresh highs. Bulls see a breakout taking shape, while skeptics question the rallys durability amid rising credit losses and the role of Bitcoin gains in reported results.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSCIs decision to remove Strategy (MSTR) from its indexes is prompting concern about potential selling pressure on MSTYs underlying exposure. The broader debate is whether weekly income can offset falling share value and lower distributions, with bearish holders warning of NAV erosion and others continuing to hold or add for cash flow.

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Eclipse Bancorp Inc

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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