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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

Discussion centers on reports that Nvidias board may remove Jensen Huang, alongside widespread but unverified claims that he has resigned amid affair allegations and scrutiny over possible China-related compliance issues. Traders debate the leadership and governance risk, with some fearing damage to Nvidias AI business and others arguing its fundamentals remain intact and treating the selloff as a buying opportunity.

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 strong quarterly results are being overshadowed by a softer near-term outlook, delayed capacity ramp, and sharply higher capital spending, which traders fear could pressure funding and lead to dilution. Bulls point to robust AI-cloud demand and customer prepayments, while bears focus on execution and the cost of expansion.

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 quarterly results and higher revenue outlook are driving attention, with traders highlighting stronger sales, a larger backlog and an earlier profitability timeline. The reaction is split: bullish traders see accelerating defense-business growth and potential short covering, while skeptics point to margin pressure, widening operating losses, cash burn and dilution concerns.

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 quarterly results beat expectations, with traders highlighting positive free cash flow and a record backlog; the NASA CLPS 2 selection is also part of the bullish backdrop. Bulls see evidence of improving execution, while skeptics point to ongoing losses, dilution and the need to convert backlog into billings.

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 driven by anticipation of the FDA decision on deramiocel for Duchenne muscular dystrophy, with the application focused on preserving upper-limb function; managements confidence and analyst upgrades have added to optimism. Traders are debating the binary outcomesome expect approval and a squeeze, while others point to the earlier advisory-panel vote and continued regulatory uncertainty.

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 Q3 earnings beat revenue and EPS expectations, and traders also highlighted an increased share-buyback authorization. The reaction is broadly bullish on the results and operating leverage, though some traders were disappointed by the lack of stronger guidance and remain focused on take-rate concerns and volatile, short-heavy trading.

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 drawing attention around its Q3 results: revenue grew sharply year over year but missed expectations, prompting traders to question whether its large contracted backlog can translate into sustained revenue and profitability. Bulls point to contract growth and financing progress, while skeptics focus on the miss and execution risks.

ERock, Inc. operates, designs, and installs distributed generation power systems. The firm primarily serves data centers, utilities, commercial and industrial businesses. The company was founded on 2006 and is headquartered in Houston, TX.

ERock Inc. - Ordinary Shares - Class A

ERocks Q3 results are drawing attention, with traders highlighting a return to profitability, strong revenue growth, an expanded backlog, and reaffirmed full-year guidance. Many see the results as validation of its natural-gas microgrid role in powering AI data centers, while others remain wary of volatility, short interest, and execution risks.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A hotter-than-expected CPI print has lifted Treasury yields and the dollar, while traders price in a more hawkish Fed outlook, pressuring gold and GLD. The selloff has prompted bearish calls for further declines, though some investors are buying the dip and looking for a rebound.

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 Q3 miss and withdrawal of its 2026 revenue and margin guidance, amid a sharp margin squeeze, are driving the selloff and discussion. Traders are split between calling the shares oversold and focusing on management credibility, the postponed Hughes Brothers deal, and whether the buyback can restore confidence.

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Game Your Game, Inc. is a sports technology company, which engages in the design and creation of a digital tracking device to track and display golf rounds with stats, trends, and information. Its system enables golf players to record, track, and display every club used, shot taken, and distance covered in each round of golf with useful stats, trends, and information and upload, replay, and share their rounds and achievements with their friends. The company was founded by John McGuire on April 30, 2014 and is headquartered in Palo Alto, CA.

Game Your Game 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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