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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 are under pressure after its quarterly report paired strong growth with a lower 2026 revenue outlook tied to third-party data-center capacity delays and sharply higher planned capital spending, raising concerns about execution and funding. Traders are split between viewing the pullback as an overreaction given continued demand and customer prepayments, and seeing the delays and spending burden as reasons for further weakness.

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

Candels planned prostate-cancer BLA filing was pushed from late 2026 to mid-2027 amid FDA discussions and assay refinements, triggering a sharp selloff. Traders are divided between viewing the CMC-related delay as a fixable hurdle with the clinical data intact and questioning managements execution, credibility, and potential need for more financing.

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Cardinals quarterly results, sharply weaker margins, withdrawn full-year guidance and CFO departure triggered a steep selloff. Traders are debating whether the latest rebound reflects an oversold bounce and potential support from the authorized buyback, or whether management and margin-recovery risks could keep weighing on the shares.

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 better-than-expected fiscal results and raised outlook, including stronger AI infrastructure expectations, are being overshadowed by the share decline. Traders debate whether the selloff is an overreaction to a strong quarter or a response to compressed margins, slowing product-order growth and concerns that growth may have peaked.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs record quarterly results and raised revenue outlook are driving attention, but traders are debating why the shares have pulled back despite the strong report. Bulls point to backlog growth and commercial momentum, while skeptics question acquisition-driven growth and cite ongoing losses, cash burn, dilution concerns, and abrupt executive departures.

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.

Applied Materials strong quarterly results and higher outlook, supported by AI-related chipmaking demand, are drawing attention, but shares have barely responded and faced selling. Traders debate whether the good news was already priced in, with analyst price-target cuts and semiconductor equipment valuation concerns weighing against bullish views on sustained fab spending.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine shares surged on reports that Samsung is in talks to acquire the data-center cooling supplier, though traders emphasize that no deal or terms have been announced. The community is debating the potential takeover premium, with some expecting a higher offer and others warning the rumor-driven spike could fade as investors take profits.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

A widespread Microsoft 365 outage disrupting Outlook, Teams, Copilot and other services is driving attention, with traders criticizing the hit to reliability and enterprise trust while others view it as temporary and buy the dip. Cyberattack theories are circulating, but Microsoft has reported no evidence of malicious activity as recovery progresses.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

The CHMP reaffirmed its recommendation to refuse EU marketing authorization for Zevras MIPLYFFA (arimoclomol), prompting a sharp selloff. Traders debate whether the setback was already priced in and leaves the FDA-approved U.S. business intact, or raises broader concerns about the drugs European prospects and management.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Reports of a DOJ inquiry into whether entities linked to Alice Huang helped route Supermicro products to China have fueled a sharp selloff. Traders are split between viewing the unresolved allegations as a lasting compliance risk and calling the reaction overblown, citing Supermicros statement that Megaspeed was never a customer and that it is cooperating with authorities.

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Intel, RadixArk Collaborate to Advance Open AI Inference on Intel Platforms

Intel Corporation today announced a collaboration with RadixArk to optimize SGLang, an open-source AI inference stack, for Intel platforms that aims to help developers and enterprises deploy leading AI models and build AI applications more efficiently and cost-effectively.Enterprise AI is moving...

AMD is Trading at a Premium at 38.39X P/E: Is the Stock Still a Buy?

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Can Intel's Altera Partnership Drive Growth in Edge and Physical AI?

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AMD Has Opportunity As NVDA Faces Scrutiny And Potential Leadership Vacuum, William Blair Says — Sees Runway For Shares

Equity

William Blair said Intel’s server roadmap delays and a less disruptive shift to Arm-based processors have also improved AMD’s competitive position.


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Stock Market Today, Nov. 11: Intel Climbs on Broader Chip Rally as AI Infrastructure Demand Lifts Semiconductor Stocks

Intel (NASDAQ:INTC), an x86 processors, AI data-center chips, and contract semiconductor manufacturing conglomerate, closed at $62.50, up 7.52%. Broader chip strength and stronger AI infrastructure sentiment lifted shares, and investors are watching data center demand and foundry...

Intel Shares Climb Nearly 4% After Key Trading Signal

A key trading signal flashed for Intel shares at a price of $61.78, after which INTC rose nearly 4% to an intraday high.read more...

• Reported GAAP EPS of $0.52 up 126.09% YoY
• Reported revenue of $16.51B up 20.95% YoY
• Intel forecasts Q4 2026 revenue of $15B to $16B, GAAP gross margin of 37.1%, non-GAAP gross margin of 38.0%, and diluted EPS of $0.10 GAAP and $0.25 non-GAAP.

Intel cited a PC slowdown continuing through at least the first half of next year, CCPG revenue declined 5%, Intel Foundry recorded an operating loss, and GAAP diluted EPS fell year-over-year.

Intels DCAI revenue rose 78%, Q3 gross margins and non-GAAP EPS were higher year-over-year, and Intel announced expanded Xeon cloud collaboration, quantum-computing plans, and new process-technology developments.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Bearish Sentiment

<ul class="summary-bullets"><li>William Blair upgraded AMD to ‘Outperform’ without a price target, saying the risk/reward has shifted in the chipmaker's favor.</li><li>The firm expects AMD's data-center AI revenue to surpass its server CPU business in Q4.</li><li>BofA raised its AMD price target to $700 from $650, reiterating the chipmaker as its top CPU pick.</li></ul>Advanced Micro Devices (AMD) was upgraded by William Blair on Thursday, with the brokerage citing an improving risk/reward outlook as its biggest AI chip rival, Nvidia (NVDA), faces leadership uncertainty.The upgrade comes amid growing uncertainty at Nvidia following reports of CEO Jensen Huang’s alleged extramarital relationships, including one involving a woman suspected of having links to Chinese intelligence. Nvidia’s board&nbsp;is meeting&nbsp;to discuss Huang’s possible removal, raising questions about the chipmaker's leadership succession.According to a note cited by TheFly, William Blair upgraded AMD to ‘Outperform’ from ‘Market Perform,’&nbsp;saying the stock has room to rise as Nvidia faces scrutiny and a leadership vacuum, while AMD’s competitive position improves and its valuation looks attractive.At the time of writing in premarket trading, <a href="https://stocktwits.com/symbol/AMD"><a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD stock</a></a> was up 3% while <a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> was down nearly 7%.<h2 class="st-heading-2">Why William Blair Is Turning Bullish</h2>William Blair said all four factors behind its previous rating have shifted in AMD’s favor since it initiated coverage in July.Intel's (<a href="https://stocktwits.com/symbol/INTC">INTC</a>) Xeon server processor roadmap continues to face delays and supply shortages, while the transition toward Arm-based host processors has proved less disruptive than previously anticipated, Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://uk.investing.com/news/stock-market-news/william-blair-upgrades-amd-stock-rating-on-data-center-strength-93CH-4976539">reported</a>, citing the note.The firm also noted that AMD’s valuation multiple has declined significantly even as earnings estimates have risen.Analysts at William Blair expect AMD's data-center AI revenue to surpass its server central processing unit (CPU) business in the fourth quarter, supported by its Helios AI systems ramping through 2027. It sees the potential for more than 80% revenue growth next year, over twice its longer-term model.<h2 class="st-heading-2">Nvidia’s Leadership Crisis Creates An Opening</h2>AMD and Broadcom (<a href="https://stocktwits.com/symbol/AVGO">AVGO</a>) gained as investors considered whether Nvidia customers might diversify their chip suppliers.&nbsp; Floodlines Research founder Anna Wu&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-11-12/nvidia-turmoil-lifts-amd-broadcom-on-bets-for-business-gains">told</a> Bloomberg, “AMD as a direct competitor, and Alphabet and Broadcom in the TPU space, are natural beneficiaries in the short term.”&nbsp;Meanwhile, a Barron’s report cited Pepperstone analyst Chris Weston, who said markets appeared to distinguish between Nvidia-specific risks and the broader AI trade, suggesting investors were not treating Huang's situation as a fundamental threat to AI demand.BofA raised its AMD price target to $700 from $650, maintaining a ‘Buy’ rating, according to TheFly. The firm reiterated AMD as its top central processing unit (CPU) pick, citing its broad product portfolio, leadership across key segments, Zen 6 execution on 2-nanometer technology and improving supply visibility.<h2 class="st-heading-2">AMD’s Impressive Data Center Growth&nbsp;</h2>AMD’s fiscal third-quarter revenue rose 45% year-over-year to $13.4 billion, while data-center revenue surged 97% to $8.5 billion, driven by strong sales of EPYC processors and Instinct graphics processing units (GPUs).Management expects fourth-quarter revenue of around $17 billion, implying 66% year-over-year growth at the midpoint.William Blair nevertheless flagged competition from custom application-specific integrated circuits (ASICs), particularly at Meta Platforms (META) and OpenAI, as a risk to AMD's Instinct business. However, the firm sees these custom chip programs creating additional opportunities for AMD's server CPUs, per the Investing.com report.<h2 class="st-heading-2">What Retail Thinks About AMD Stock</h2>On Stocktwits, retail investors’ sentiment around AMD stock remained in the ‘extremely bullish’ territory amid high user message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_77_34e87b9e16.png" alt="image (77).png" width="787" height="417"><figcaption>AMD stock retail sentiment on November 12, as of 07:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, AMD's share price has more than doubled, surging by over 147%. In comparison, the Invesco NASDAQ 100 ETF (<a href="https://stocktwits.com/symbol/QQQM">QQQM</a>) and the State Street Technology Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLK">XLK</a>), which hold the stock, have risen 12% and 21%, respectively, over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-optimized-server-spending-to-reach-nearly-957-b-in-2027-says-gartner-global-ai-spending-to-cross-4-t/cNGzMJOR9ad">AI-Optimized Server Spending To Reach Nearly $957B In 2027, Says Gartner — Global AI Spending To Cross $4T</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

AMD logo at its office building in Zhongguancun, Beijing, China. (Photo credit should read Stringer/Future Publishing via Getty Images)

Advanced Micro Devices (AMD) was upgraded by William Blair on Thursday, with the brokerage citing an improving risk/reward outlook as its biggest AI chip rival, Nvidia (NVDA), faces leadership uncertainty.

AMD Gets A Wall Street Upgrade As NVDA Stumbles — Why Analysts See More Upside

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Wild speculation swirls around whether disgraced former industry leaders might join the company to turn the business around.

Broader semiconductor stocks are experiencing high volatility driven by negative headlines, leadership scandals, and geopolitical concerns.

Many retail traders are holding for a rebound, treating recent price dips as entry points while betting on long-term national importance.

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