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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

Jensen Huangs immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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 despite a strong Q3 beat as traders focused on softer 2026 revenue expectations tied to capacity delays and sharply higher planned capex, raising concerns about financing and potential dilution. Uncertainty around Nvidia also weighed on AI and neocloud stocks, while bulls argued that contracted demand and customer prepayments support the growth outlook.

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 and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

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 strong Q3 resultsrecord revenue and backlog, positive free cash flow, and an upbeat full-year outlookare driving the sharp rally, alongside attention to its NASA CLPS 2 selection. Traders are broadly bullish on improved execution and growth prospects, though some question whether backlog can convert into sustained profitability and point to continuing operating losses and dilution concerns.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins decline and tests of key support amid broader weakness in tech stocks and risk assets dominate the discussion; traders debate whether Nvidia-related market jitters are dragging crypto lower or whether Bitcoin is simply following a wider risk-off move. Bearish calls for further losses contrast with dip-buyers who see the pullback as an 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

AMD is drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures third-quarter results beat expectations, with strong loan-marketplace growth and an expanded share-repurchase authorization drawing bullish attention. Traders are split: bulls emphasize growth and operating leverage, while bears point to take-rate guidance, heavy short interest, and the stocks tendency to give back gains.

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

Trading is focused on the approaching FDA decision on Capricors Deramiocel application for Duchenne muscular dystrophy, particularly the revised upper-limb-function indication. Many traders are optimistic and speculate that short covering could amplify the rally, while others stress that the outcome remains uncertain given the earlier advisory committee concerns.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is selling off after its Q3 results, with traders focused on revenue growth that nevertheless fell short of expectations. The community is divided between viewing the reported growth and contract backlog as encouraging and worrying that losses and unconverted contracts leave execution and profitability uncertain.

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

Traders are tying CRWVs pullback after its earnings rally to reports of turmoil around Nvidia CEO Jensen Huang; some see a temporary headline-driven reaction, while others worry Nvidias support could weaken. The debate also centers on CoreWeaves debt and financing needs versus its strong results and large backlog.

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T1 Energy to Release Q3 Earnings: Here's What You Need to Know

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Incoming Texas governor Gina Hinojosa has advocated an immediate pause on new data-center construction, an end to related tax incentives, and stronger local controls over water and electricity use. 


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Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Bearish Sentiment

<ul class="summary-bullets"><li>KeyBanc analyst Sophie Karp downgraded Vistra to ‘Sector Weight’ from ‘Overweight’ and removed the firm’s prior price target on the stock.</li><li>Karp also sees other independent power producers, including Southern (SO) and Duke Energy (DUK), taking a hit.&nbsp;</li><li>Renewable-energy stocks rose on Wednesday, with First Solar (FSLR), Sunrun (RUN), and Enphase Energy (ENPH) posting strong gains.</li></ul>Shares of Vistra Corp. (VST) and Constellation Energy (CEG) fell sharply on Wednesday after Democrats secured projected majorities in both the U.S. House and Senate and Texas elected Democrat Gina Hinojosa as governor.Vistra traded 15% lower at the time of writing, on track for its worst day since January 2025, if the losses hold. Constellation, meanwhile, declined 9%, as investors worry about regulatory uncertainty for data-center-driven power demand.KeyBanc analyst Sophie Karp downgraded Vistra to ‘Sector Weight’ from ‘Overweight’ and removed the firm’s prior price target on the stock. Karp stated that a Democratic sweep in Texas “will come as a negative surprise to investors,” noting that Governor-elect Hinojosa campaigned on a stricter moratorium on data-center development. The firm expects both Vistra and Constellation Energy to face negative effects from the resulting policy uncertainty, with Vistra carrying the greatest exposure because of its substantial presence in the Texas power market.<h2 class="st-heading-2">Texas Turns Blue</h2>Hinojosa’s victory marked the first Democratic win in the Texas governor’s race since 1990. She has advocated an immediate pause on new data-center construction, an end to related tax incentives, and stronger local controls over water and electricity use.Outgoing Gov. Greg Abbott had already ordered pauses on certain grid connections and environmental permits for data centers amid public concerns, but Hinojosa has called for more permanent and expansive restrictions. Texas accounts for a large share of planned U.S. data-center capacity. Vistra’s third-quarter results on November 6 could offer more detail on the company’s own estimates of regulatory shifts, with Constellation’s earnings report following shortly afterward.The selloff extended beyond the two independent power producers. GE Vernova (GEV) and Vertiv (VRT), companies tied to the data center infrastructure boom, each declined around 10%, while data-center operators such as CoreWeave and Applied Digital also weakened on expectations of greater congressional scrutiny.In contrast, renewable-energy stocks rose, with First Solar (FSLR), Sunrun (RUN), and Enphase Energy (ENPH) posting strong gains on hopes that Democrats in Congress could support federal incentives for clean power.<h2 class="st-heading-2">How Did VST, CEG Retail Traders React?</h2>On Stocktwits, retail sentiment around CEG stock was 'bearish' at the time of writing, while sentiment around VST was 'neutral.'A Stocktwits user highlighted that Vistra's CEO James Burke bought shares of the company worth about $1 million at an average price of $135 per share in late August and September, signaling confidence in the share price.<stembedurl>https://stocktwits.com/Publicola29/message/668158607</stembedurl>Another user termed the <a class="mention" data-mention="$VST" data-symbol-id="VST" href="https://stocktwits.com/symbol/VST" target="_blank">VST stock</a> selloff as overdone and urged buying the dip.<stembedurl>https://stocktwits.com/drock4567/message/668155994</stembedurl>While VST stock has dropped about 25% year-to-date, CEG has dropped about 31%.Read More: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://V">SMCI Stock Near 3-Month Low: Super Micro’s Earnings Beat Fails To Ease Analyst Concerns Over Margins</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Vistra Zero facility at the Moss Landing Power Plant in Moss Landing, Calif., on Wednesday, January 13, 2021.  (Photo By Carlos Avila Gonzalez/The San Francisco Chronicle via Getty Images)

Incoming Texas governor Gina Hinojosa has advocated an immediate pause on new data-center construction, an end to related tax incentives, and stronger local controls over water and electricity use. 

Constellation Energy Corporation

First Solar Inc

GE Vernova Inc.

Sunrun Inc

Vertiv Holdings Co

Vistra Corp

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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? 
 
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