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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 DOJ inquiries involving SMCI and Megaspeed, tied to allegations of chip diversion to China, are driving the selloff; traders debate whether the scrutiny is new or recycled and whether SMCI was knowingly involved. Some see the decline as an overreaction and are buying the dip, while others cite the renewed allegations and management credibility concerns as reasons for caution.

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 resignation and CFO Colette Kresss appointment as interim CEO have sparked a sharp selloff and debate over succession, governance, and execution risks, with speculation about broader China-related investigations adding uncertainty. Traders are divided between those who see the founders exit as a lasting threat to Nvidias AI leadership and dip buyers who argue its business and fundamentals remain intact.

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 after its quarterly results, as a strong revenue beat was overshadowed by a 2026 outlook at the low end of guidance, delayed capacity coming online and sharply higher planned capital spending. Traders are split between viewing customer prepayments and strong AI demand as support for the expansion and worrying about execution delays, financing needs and possible dilution; Nvidia-related turmoil was also cited as a broader headwind.

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

Alibaba is under pressure as traders connect the Nvidia leadership and suspected-spy controversy to Megaspeeds alleged links with Alibaba, while worrying that tighter U.S. chip controls could constrain its AI and cloud business; any direct Alibaba involvement remains unconfirmed. Some traders argue the selloff could benefit Alibabas own T-Head chips, while others see the chip-access risks as a threat to its competitiveness.

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

Nvidia CEO Jensen Huangs departure and leadership uncertainty have fueled a rotation into AMD, with traders betting that customers could diversify chip orders and AMD may gain share. Others argue the rally is sentiment-driven, noting AMDs valuation and Nvidias established software ecosystem remain hurdles.

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

A stronger-than-expected Q3 report, record backlog, positive free cash flow and an upbeat outlook are driving LUNRs rally. Bulls see a potential fundamental re-rating and short squeeze, while skeptics point to ongoing operating losses and question whether the gains will hold.

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 sharp selloff follows disappointing quarterly results, a steep margin decline and withdrawal of its full-year outlook; the Hughes Brothers acquisition was postponed as the company authorized a share repurchase program. Traders are split between calling the drop an oversold bargain given the companys cash position and buyback, and questioning managements execution and whether profitability can recover.

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 beat expectations and management raised its revenue outlook and advanced its profitability timeline, but the shares sold off as traders focused on sharply lower gross margins, continued losses and dilution concerns. The community is split between investors viewing the growth and backlog as strong validation and skeptics attributing the decline to weak economics, while some bulls blame short-selling pressure.

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 and guidance are the dominant focus, with traders watching whether AI-infrastructure orders translate into sustained revenue and whether margins hold. Some expect strong results and continued networking demand, while skeptics question how durable the orders are if hyperscaler spending slows.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX is drawing attention after strong Q3 growth and a raised 2026 revenue outlook, reinforcing optimism about demand for its unmanned defense systems. Traders are mostly bullish on the results, though some point to the reported net loss and question how quickly new awards translate into funded business.

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Jacobs declares quarterly dividend

The Board of Directors of Jacobs (NYSE: J) has declared a quarterly cash dividend payable to shareholders in the amount of $0.36 per share of Jacobs common stock. This dividend will be paid on Dec. 18, 2026, to shareholders of record as of the close of business on Dec. 3, 2026.About JacobsAt...

Jacobs Strengthens Its Aviation Portfolio With Cochin Airport Plan

J secures a 25-year master planning contract for Cochin International Airport, advancing capacity expansion, operational efficiency and sustainability.

Jacobs to develop 25-year master plan for Cochin International Airport in India

Jacobs (NYSE: J) has been appointed by Cochin International Airport Limited (CIAL) to develop a comprehensive 25-year master plan for Cochin International Airport in Kochi, Kerala, India. The plan will guide the long-term development of the worlds first fully solar-powered airport, enhancing...

Tecnoglass Holdings (TGLS) Q3 Earnings and Revenues Top Estimates

Tecnoglass Holdings (TGLS) delivered earnings and revenue surprises of +5.17% and +10.19%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Jacobs selected for major New Zealand highway project

Jacobs (NYSE: J) has been selected by ACCIONA to provide multidisciplinary design and project delivery services for the Warkworth to Te Hana Ara Thono section of New Zealand's Northland Corridor highway program. The program is expected to improve travel reliability, safety and resilience...

Top Stock Reports for Seagate, Chubb & Intercontinental

Seagate, Chubb and Intercontinental lead today's featured stock research, with Seagate's robust sales, Chubb's earnings resilience and Intercontinental's data growth in focus.

Jacobs Selected to Advance American Electric Powers Transmission Modernization Program

Jacobs (NYSE: J) was selected by American Electric Power (AEP), the largest electric transmission system operator in the United States, to provide integrated program delivery services supporting the utility's expanding transmission portfolio across its Eastern region that includes seven states...

Masco (MAS) Q3 Earnings and Revenues Surpass Estimates

Masco (MAS) delivered earnings and revenue surprises of +17.82% and +1.76%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Jacobs to deliver $1 billion San Francisco wastewater upgrade through joint venture

Jacobs (NYSE: J) was selected by the San Francisco Public Utilities Commission (SFPUC) as the progressive design-build contractor for the Southeast Treatment Plant Nutrient Reduction Project, a $1 billion investment estimated by SFPUC, supporting San Francisco Bay protection. Delivered through a...

New research: 71% of energy leaders globally say capital is available, but only 29% see enough investable energy projects due to constraints and interdependencies

Jacobs (NYSE: J) A survey of 600 senior energy-sector decision makers across the United States, United Kingdom, Germany, Singapore and Australia finds that 71% believe sufficient capital is available in their industry, yet only 29% say there is both enough capital and enough investable energy...

Jacobs Solutions, Inc. is a holding company, which engages in the designing and deployment of technology-centric solutions. It operates through the following business segments: Infrastructure and Advanced Facilities, and PA Consulting. The Infrastructure and Advanced Facilities segment includes solutions for complex challenges related to energy security, environmental resilience, safe and reliable transportation, buildings and infrastructure, integrated water management and biopharmaceutical manufacturing. The PA Consulting segment includes the investment in PA Consulting Group. The company was founded in 1947 and is headquartered in Dallas, TX.

Jacobs Solutions Inc

NVDA Stock Eyes Third Straight Monthly Gain: Nvidia Adds Data Center Digital Twin Deal

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<ul class="summary-bullets"><li>The three-year SaaS platform will support power balancing, energy forecasting, cooling, predictive maintenance and training.</li><li>Jacobs said the system is becoming an “intelligent operating layer” for AI agents.</li><li>CEO Jensen Huang attended a White House meeting with Trump and other tech executives Tuesday.</li></ul>Nvidia (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a>) shares traded flat in early morning trade on Wednesday, keeping the stock on track for a third consecutive monthly gain, after the company announced a new data-center software deal and reports surfaced about early discussions to shift some AI infrastructure financing risk to insurers.Engineering and infrastructure firm Jacobs (J) announced that it has been selected to deploy Nvidia’s Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility under a three-year software-as-a-service agreement (SaaS). The financial terms were not disclosed.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> edged up about 0.35% in premarket trading. The shares are up roughly 3% in September so far, putting them on track for their first three-month winning streak of 2026.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260930_080239140_9be5f3019d.png" alt="koyfin_20260930_080239140.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock’s monthly gains year-to-date. | Source: Koyfin</figcaption></figure>Nvidia’s stock has been trading around the $233 to $235 zone, less than 2% below its record closing high of $236.45 reached in May.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260930_081133688_e6267ee8ba.png" alt="koyfin_20260930_081133688.png" width="2400" height="1240"><figcaption><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock price performance year-to-date on September 30 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Nvidia Expands AI Data Center Software Push</h2>The Jacobs agreement gives Nvidia another way to participate in the growing AI infrastructure buildout beyond supplying GPUs and other computing hardware.The company said the Omniverse-based digital twin platform will be used for power-load balancing, energy forecasting, liquid-cooling monitoring, predictive maintenance, and operator training.Digital twins create virtual representations of physical systems, allowing operators to model conditions and test potential changes before applying them to real-world infrastructure.Jacobs said the platform is evolving towards becoming an “intelligent operating layer,” where AI agents can predict operating conditions, recommend actions and optimize data-center performance.<a href="https://stocktwits.com/symbol/J">J stock</a> edged 0.4% higher in pre-market trade, with retail sentiment around the shares on Stocktwits trending in ‘neutral’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_30_081203_1680cba368.png" alt="Screenshot 2026-09-30 081203.png" width="1020" height="538"><figcaption>J stock retail sentiment on September 30 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Nvidia Explores Ways To Shift AI Financing Risk</h2>The news comes after the Financial Times on Tuesday reported that Nvidia has held early discussions with insurance companies about structures that could shift some risk tied to semiconductor financing away from the company and toward insurers and other investors.The report said one structure under discussion would provide insurance against losses on loans made to newer cloud-computing companies. If a borrower defaults, the insurance would potentially protect lenders if the Nvidia chips pledged as collateral are worth less than the outstanding loan.Discussions are reportedly in the early stages, with no certainty that a transaction will be completed.<h2 class="st-heading-2">How Is Retail Feeling About <a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> Stock?</h2>On Stocktwits, retail sentiment around Nvidia shares trended into ‘bearish’ territory over the past day, with ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_30_081149_e4937d5c76.png" alt="Screenshot 2026-09-30 081149.png" width="1022" height="536"><figcaption><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock retail sentiment on September 30 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure>One trader pointed to bearish technical signals and questioned the stock’s ability to keep moving higher despite positive company news.<stembedurl>https://stocktwits.com/AZZ_MAN/message/665407611</stembedurl>Another retail trader noted Nvidia CEO Jensen Huang’s influence at the White House meeting with President Donald Trump and other technology executives on Tuesday.&nbsp;<stembedurl>https://stocktwits.com/investing_dans_valeur/message/665406869</stembedurl>Trump said the group had signed a voluntary AI agreement described as “morally binding,” focused on internal controls, outside audits and board-level oversight of AI systems.<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA</a> stock has gained around 20% this year and nearly 25% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-outperform-rating-william-blair-ai-creating-substantial-demand/cZMF3msRBhL">CRWV Stock Gets An 'Outperform' Rating – William Blair Says Rapid Scaling Of AI Is Creating Substantial Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NVIDIA founder, President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production

Nvidia (NVDA) shares traded flat in early morning trade on Wednesday, keeping the stock on track for a third consecutive monthly gain, after the company announced a new data-center software deal and reports surfaced about early discussions to shift some A

Nvidia selected Jacobs to deploy its Omniverse-based digital twin platform at a large-scale U.S. AI research and development facility.


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Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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$J 160.76 added. i own this in the 150 - 160's but i added because it was down into the 155 area and is up .31%   so what if she rips up 20% today.;

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