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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 about Jensen Huangs alleged relationshipsincluding one involving a suspected Chinese intelligence assetand speculation about his future as CEO are driving debate over Nvidias leadership, governance, and potential national-security or export-control fallout. Traders are divided between fearing further uncertainty and viewing the selloff as an overreaction given Nvidias AI-chip business; Huangs possible departure remains unconfirmed.

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 lifted AI-neocloud shares and fueled a rally in Nebius ahead of its Q3 report. Traders are split between expecting strong growth and guidance and worrying that the run-up has priced in good news, with heavy investment and financing needs adding to the debate; Nvidia-related uncertainty also contributed to volatility.

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

A sharp rebound in memory and AI-linked sharesattributed by traders to CoreWeaves upbeat outlook renewing confidence in AI infrastructure spending and Evercores bullish view of NAND demandhas drawn attention to SNDK. Bulls welcome the move and speculate about short covering, while others warn of volatility and debate the unconfirmed Jensen Huang ouster report as a sector overhang.

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 Q3 trading update is the main focus, with management reaffirming its outlook and accelerating an interim share buyback amid steady engine flying hours and strong order demand. Traders largely view the update as reassuring, though some say it brings few surprises and are waiting for the full-year results for clearer momentum.

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, supported by new design wins including Alloy Kore, is driving discussion about growth in software-defined vehicles and physical AI. Bulls see expanding partnerships as evidence of future revenue potential, while skeptics question how quickly backlog will convert to sales and point to volatility and insider selling.

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

PepGens sharp move followed positive Phase 2 data for its myotonic dystrophy program, while a large equity offering has shifted much of the discussion to potential dilution. Traders are divided between those focused on the clinical results and continued buying, and those expecting selling pressure from the added shares.

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.

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 react to alleged links between the company and Megaspeed, which is tied to the Nvidia CEO spy controversy; the allegations have raised fears of tighter U.S. chip-export controls and risks to Alibabas AI and cloud ambitions. Some traders question the evidence or argue Alibabas own T-Head chips could benefit, while bearish sentiment focuses on the possible impact of restricted access to Nvidia hardware.

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 that Nvidias board is weighing Jensen Huangs future have fueled a rotation into AMD, with traders betting Nvidias leadership turmoil could benefit rival chipmakers. Others argue the headlines do not change AMDs competitive position and question whether the rally is sustainable.

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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