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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 involving workplace relationships and suspected Chinese intelligence links have sparked intense debate over leadership and governance; the claims and any board decision remain unconfirmed. Traders are split between selling on succession and national-security concerns and treating the controversy as a buying opportunity, arguing Nvidias AI business can endure without Huang.

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 of possible leadership turmoil at Nvidia have fueled speculation that AMD could benefit from investor rotation and gains in AI-chip market share. Traders are split over whether the move reflects a real opportunity for AMD or an overextended, sentiment-driven reaction that does not change the companies competitive positions.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

NVDL is drawing attention as traders use the 2x-long NVDA ETF to trade Nvidias swings amid discussion of board headlines and speculation about CEO Jensen Huangs future. Many are buying the pullback, while others see further downside risk ahead of earnings and warn that leverage amplifies losses as well as gains.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

SITC data on Candels prostate cancer candidate aglatimagene showed systemic immune activation and transient vector clearance, which traders view as supportive of the planned BLA filing. The discussion is split between optimism about the Phase 3 results and pipeline and concerns about filing timing, dilution, and management transparency amid weak share performance.

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 is drawing attention ahead of its Q3 earnings report, with traders debating whether revenue growth and progress toward profitability can outweigh concerns about losses, cash burn and dilution. High reported short interest is fueling squeeze speculation, while the Digital Bat drone production order adds a defense-business catalyst; skeptics question whether either will translate into stronger results.

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 quarterly earnings report is the focus, with traders watching whether AI infrastructure orders translate into sustained revenue and cash flow, and what guidance says about margins. Some expect strong results and continued AI-driven growth, while others question whether hyperscaler orders are durable and flag inventory and margin risks.

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

A strong Q3 report, accelerating Recorlev growth and a raised long-term revenue outlook have fueled optimism, with analyst upgrades reinforcing the rerating discussion. Traders are also speculating about a possible buyout, though that remains unconfirmed, while some caution that the sharp run-up could pull back and debate competition and valuation.

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 under pressure amid community concerns about China-related scrutiny and a congressional report, which many bullish traders call misleading while bears cite it as a reason for continued downside. Discussion also centers on the upcoming quarterly results, with bulls expecting growth to counter the headline concerns and skeptics questioning whether a strong report can revive the stock.

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 is rallying with AI-neocloud peers after CoreWeaves strong results and raised outlook eased concerns about compute demand and financing, as traders position ahead of Nebiuss quarterly report. Bulls anticipate more upside, while skeptics say the rally has raised the bar and point to buildout funding risks and a possible sell-the-news reaction; Nvidia-related headlines also added volatility.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis quarterly revenue miss and weaker-than-expected 2026 outlook are driving the selloff, with traders questioning the companys valuation and path to commercial sales. Others argue that progress in quantum hardware and government backing support the long-term case, despite limited near-term revenue.

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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.

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