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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 of workplace relationships and scrutiny over his alleged links to a suspected Chinese intelligence operative are driving attention. Traders disagree on the business impact: some fear leadership, governance, and security uncertainty, while others view the controversy as separate from Nvidias fundamentals and are treating the selloff as a buying 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

AMDs rally is widely attributed to traders rotating from Nvidia amid reports that its board may consider ousting CEO Jensen Huang, though some argue a leadership scandal does not change AMDs competitive position and question the sharp move. A broader rebound in AI and semiconductor stocks, supported by CoreWeaves outlook, also features in the discussion.

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. 

CoreWeaves strong results and outlook lifted sentiment across AI-cloud providers, with traders treating the report as evidence of resilient demand and improved financing prospects for the neocloud sector ahead of Nebiuss Q3 results. The rally has fueled bullish expectations, but others warn that optimism may already be priced in and are focused on Nebiuss capacity expansion, funding needs, and ability to sustain demand.

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

CoreWeaves stronger-than-expected quarterly results and raised outlook fueled a sharp rebound in AI infrastructure stocks. Traders remain divided over its debt-heavy expansion and a reported Nvidia leadership shake-up: bears see financing and partnership risks, while bulls argue demand and the Nvidia relationship extend beyond one executive.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Dip-buying in NVDL is prominent amid Nvidias share-price swings, while traders also circulate unverified claims about CEO Jensen Huang and an alleged insider or spy scandal. The reaction is divided: some see a buying opportunity, while others expect more downside and warn that the ETFs 2x daily leverage can magnify losses.

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 Q3 earnings report is the main focus, with traders debating whether revenue growth and guidance can offset concerns about losses, cash burn, and dilution. The recent Digital Bat drone order adds to the growth discussion, while high reported short interest fuels speculation about a squeeze; others warn that earnings could trigger another selloff.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras upcoming earnings and the final IPO lockup expiration are driving discussion, with traders debating whether results and guidance can reverse the steep post-IPO decline or whether newly eligible shares and a repeat of the prior earnings selloff could add pressure. Bulls are positioning for a rebound or short squeeze, while bears remain wary of insider selling and execution risks.

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

Supermicros H15 AI servers powered by AMDs latest EPYC processors are drawing attention as traders see a step toward diversifying beyond Nvidia and serving continued AI-infrastructure demand. The community is upbeat about the launch and recent rebound, but skeptics question whether gains will hold given SMCIs volatility and sensitivity to Nvidia and broader AI-sector moves.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is rising with semiconductor peers as CoreWeaves stronger outlook renewed confidence in AI infrastructure spending, while traders also see Nvidia CEO controversy prompting a rotation toward rivals such as AVGO. Some remain wary that a sector bounce does not resolve Broadcoms exposure to hyperscaler capex and concentrated custom-chip customers.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports that Nvidias board may consider removing Jensen Huang amid allegations of workplace relationships and security concerns dominate discussion, with traders debating whether leadership uncertainty at a major tech holding could weigh on QQQ. Some fear broader weakness in AI and tech, while others call the reaction an overreaction and point to CoreWeaves upbeat outlook and the market rebound as counterweights.

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Janux Therapeutics Announces Positive Initial Phase 1 Data for JANX011 in Healthy Volunteers, Supporting Planned Development in Patients with Autoimmune Disease

Janux Therapeutics, Inc. (Nasdaq: JANX) (Janux), a clinical-stage biopharmaceutical company developing a broad pipeline of novel immunotherapies, today announced initial clinical results from the Phase 1 study of JANX011 in healthy volunteers and outlined its planned clinical development strategy...

Janux Therapeutics, Inc. (JANX) Reports Q3 Loss, Beats Revenue Estimates

Janux Therapeutics (JANX) delivered earnings and revenue surprises of +24.44% and +34.12%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Janux Therapeutics Reports Third Quarter 2026 Financial Results and Business Highlights

Janux Therapeutics, Inc. (Nasdaq: JANX) (Janux), a clinical-stage biopharmaceutical company developing a broad pipeline of novel immunotherapies, today reported financial results for the quarter ended September 30, 2026, and provided a business update. During the third quarter, we continued to...

Janux Therapeutics to Host Virtual Event Presenting Initial Phase 1 Clinical Data for JANX011 in Healthy Volunteers

Janux Therapeutics, Inc. (Nasdaq: JANX), a clinical-stage biopharmaceutical company developing next-generation immunotherapies, today announced that it will host a virtual event on Monday, November 9, 2026, at 8:30 a.m. ET.David Campbell, Ph.D., President and Chief Executive Officer, will present...

Ensign Group (ENSG) Beats Q3 Earnings Estimates

Ensign Group (ENSG) delivered earnings and revenue surprises of +4.64% and -0.71%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Iovance Biotherapeutics (IOVA) Surges 31.5%: Is This an Indication of Further Gains?

Iovance Biotherapeutics (IOVA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

The Zacks Analyst Blog Highlights Pfizer, Novartis, Candel and Janux 

Prostate cancer awareness spotlights Pfizer's Xtandi, Novartis' Pluvicto and clinical-stage programs from Candel and Janux.

4 Prostate Cancer Drug Stocks to Watch During Awareness Month

Pfizer, Novartis, Janux Therapeutics and Candel Therapeutics offer varied prostate-cancer exposure, with established drugs and clinical or regulatory catalysts.

Janux Therapeutics Announces First Patient Dosed in Phase 1 Study of JANX013

Janux Therapeutics, Inc. (Nasdaq: JANX), a clinical-stage biotechnology company developing tumor-activated immunotherapies, today announced that the first patient has been dosed in the Phase 1 clinical trial evaluating JANX013, Janux's novel PSMA-targeted tumor-activated CD28 co-stimulatory...

JANX Shares Gain 19.1% in 3 Months: Here's What You Need to Know

Janux stock climbs 19.1% in three months as pipeline progress, upcoming catalysts and a strong cash position boost investor confidence.

Janux Therapeutics, Inc. operates a preclinical stage biopharmaceutical company which engages in developing therapeutics based on the Tumor Activated T Cell Engager platform technology. The company was founded by David Campbell in June 2017 and is headquartered in San Diego, CA.

Janux Therapeutics Inc

JANX Stock Edges Up After Hours After Discontinuing Cancer Program In Favor Of Remaining Pipeline

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Bullish Sentiment

<ul class="summary-bullets"><li>While durable responses were observed in select patients through extended follow-up, the overall magnitude and consistency of activity were not sufficient to support continued development relative to other pipeline programs, it said.&nbsp;</li><li>However, the experimental therapy demonstrated a differentiated tolerability profile with fewer gastrointestinal, dermatologic, and subcutaneous adverse events as compared to other drugs belonging to its category.&nbsp;</li><li>The company also clarified that the decision to discontinue JANX008 is program-specific and part of its efforts to prioritize parts of its portfolio.</li></ul>Shares of Janux Therapeutics, Inc. (JANX) edged up 1% after hours after the company said on Monday that it will discontinue development of its experimental program called JANX008 to focus its resources on its remaining pipeline.The company said that it came to the decision after completing early-stage trials across multiple solid tumor indications and an internal review of the data. While durable responses were observed in select patients through extended follow-up, the overall magnitude and consistency of activity were not sufficient to support continued development relative to other pipeline programs, it said.However, the experimental therapy demonstrated a differentiated tolerability profile with fewer gastrointestinal, dermatologic, and subcutaneous adverse events as compared to other drugs belonging to its category, the company said. Overall safety profile also allows for outpatient dosing, the company noted.The company also clarified that the decision to discontinue JANX008 is program-specific and part of its efforts to prioritize parts of its portfolio.“Our decision to discontinue JANX008 reflects the disciplined approach we take to advancing our pipeline,” said David Campbell, Ph.D., President and Chief Executive Officer of Janux. “We evaluate each program against a high bar for safety, activity, and differentiated profile. We prioritize resources toward programs that meet these criteria and offer opportunities to deliver best-in-class outcomes.”Janux is currently also evaluating other experimental drugs for the treatment of prostate cancer as well as autoimmune diseases. Earlier this month, the company said that it dosed the first participant in an early-stage study of JANX014, one of its candidates for prostate cancer.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around JANX fell from ‘neutral’ to ‘bearish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.JANX stock has fallen 53% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/crmd-stock-jumps-as-antifungal-drug-clears-key-trial-for-2-billion-preventive-market/cZBNx6bRePY">CRMD Stock Jumps As Antifungal Drug Clears Key Trial For $2B Preventive Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Janux Therapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

The company said that it came to the decision after completing early-stage trials across multiple solid tumor indications and an internal review of the data.

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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.

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