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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 of Jensen Huangs alleged relationshipsincluding one involving a person described as a suspected Chinese intelligence assethave focused attention on possible CEO and governance fallout, with traders also debating national-security implications. The community is split between fears that Huang could be removed and the controversy could damage Nvidia, and views that the headlines are overblown and the company can thrive without him.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks sharp rebound is being tied to renewed confidence in AI infrastructure spending after CoreWeaves upbeat outlook, alongside Evercores bullish view that AI demand and supply discipline could support NAND storage demand. Traders are broadly celebrating the rally and anticipating further gains, while skeptics warn that memory stocks remain volatile and question whether the recovery will hold, especially amid spillover from uncertainty around Nvidia CEO Jensen Huang.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royces trading update is drawing attention after management reaffirmed its full-year guidance and accelerated a share buyback, while reporting resilient engine flying hours and demand across its businesses. Traders largely welcome the update as reassurance against concerns about Iran-related disruption, though some see limited near-term impact from the buyback and are waiting for more detail on the hyperscaler contract and the next results update.

PepGen Inc. develops oligonucleotide therapies. It is a clinical-stage biotechnology company advancing the next generation of oligonucleotide therapeutics with the goal of transforming the treatment of severe neuromuscular and neurologic diseases. The company was founded on November 9, 2020 and is headquartered in Boston, MA.

PepGen Inc

Positive Phase 2 data for PepGens DM1 treatment, including strong muscle-splicing results, sparked a sharp rally, while the companys proposed $125 million stock offering shifted much of the discussion to dilution risk. Bulls cite the clinical results and buying support, while bears warn that new share supply could pressure the stock.

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

Traders are linking Alibabathrough alleged financing and business tiesto Megaspeed, the data-center firm at the center of the Nvidia suspected-spy controversy, and worry the fallout could bring tighter U.S. restrictions on AI-chip access to China. Discussion is largely bearish, though some see Alibabas T-Head chip unit as a potential offset; the alleged links remain unproven.

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 upcoming Q3 earnings report is the main focus, with traders watching revenue growth, margins, cash burn and managements outlook as tests of whether its defense and autonomous-systems expansion is translating into results. Bulls are betting on an earnings-driven short squeeze amid elevated short interest, while bears warn that losses, dilution and execution risks could weigh on the stock.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys sharply higher QNX royalty backlog, including an Alloy Kore design win, is driving attention as traders focus on growth in software-defined vehicles and physical AI. Many are bullish on the potential for QNX partnerships to expand, while skeptics question how quickly backlog will convert to revenue and cite insider selling and volatile trading.

Rhythm Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company, which engages in the development and commercialization of therapeutics for patients with rare diseases. The firm offers IMCIVREE (setmelanotide), a precision medicine designed to treat hyperphagia and severe obesity caused by rare melanocortin-4 receptor (MC4R) diseases. It is also involved in the clinical development program for setmelanotide in other rare MC4R pathway diseases, as well as a preclinical suite of investigational candidates for the treatment of congenital hyperinsulinism. The company was founded by Bart Henderson in November 2008 and is headquartered in Boston, MA.

Rhythm Pharmaceuticals Inc.

Reports of an AstraZeneca acquisition proposal have put Rhythm in focus, though traders note the bid is nonbinding and neither company has confirmed a deal. The community is debating whether a transaction will proceed or attract other bidders, while some remain skeptical the rumors will lead to a sale.

Interest centers on QNX growth, including automotive design wins and partnerships, with traders also watching for Alloy Kore developments and upcoming investor events as signs that the backlog will translate into revenue. Bulls see momentum building, while skeptics point to repeated failed breakouts and reversals; some traders also link volatility to broader tech moves around Nvidia.

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 being linked to Nvidia CEO Jensen Huangs reported leadership turmoil, with traders speculating that investment and future chip demand could shift toward AMD and other rivals. Others argue the move overstates AMDs near-term opportunity given Nvidias product and ecosystem advantages, and warn the rally may be vulnerable to a pullback.

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Hold rates steady

Cut 25 bps

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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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