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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

Jensen Huangs immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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. 

Nebiuss strong quarterly results were overshadowed by a softer 2026 outlook tied to delayed capacity and sharply higher infrastructure spending, prompting concerns about execution, funding and possible dilution. Traders also blame speculation around Nvidia leadership for adding pressure to AI-related stocks, while bulls argue the selloff overlooks customer demand and prepayments.

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 and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

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, positive free cash flow and a record backlog are driving LUNRs sharp rally, with traders also citing its NASA contract pipeline. Bulls see evidence of improving execution and a shift toward space infrastructure, while skeptics point to ongoing losses and uncertainty around converting backlog into sustained profitability.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and tests of key support dominate discussion, with traders linking the weakness to broader tech-market pressure and macro concerns; some blame Nvidia-related headlines, while others say the connection is overblown. Bulls are buying the dip and calling the market oversold, while bears warn of further declines and question whether Bitcoin can decouple from risk assets.

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

AMD is drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 earnings and revenue beat, alongside an expanded share-repurchase authorization, are driving attention. Bulls point to strong growth and the results as support for the long-term story, while bears focus on the stocks struggle to hold its post-earnings gains and cite short pressure.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs November 22 decision on Capricors deramiocel for Duchenne muscular dystrophy, with the application focused on preserving upper-limb function. Traders are divided between optimism about approval and a possible short squeeze, and caution that the decision remains uncertain, especially after the earlier advisory committee vote; some also attribute the sharp swings to profit-taking and broader market weakness.

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 shares are under pressure amid concerns that alleged links to Megaspeed, a firm at the center of the Nvidia-Jensen Huang spy controversy, could expose the company to scrutiny or tighter U.S. restrictions on AI-chip access; the reported Alibaba connection remains unconfirmed. Traders debate whether the selloff is an overreaction and a buying opportunity or a sign of greater risks to Alibabas AI and cloud ambitions.

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 leadership turmoil and allegations involving Nvidia CEO Jensen Huang have fueled a broader AI-stock selloff, with traders saying SMCI is being dragged down because of its close Nvidia ties. The community is divided between dip-buyers pointing to AI demand and new AMD-powered servers, and bears worried about spillover from Nvidia and SMCIs own governance concerns.

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D-Waves Q3 report is driving attention: traders cite revenue growth and a sharply larger backlog, but worry about weaker bookings, losses, and the gap between future potential and current commercial traction. The reports reception has been bearish and the stock has sold off, while some traders see the pullback as a buying opportunity based on cash, customer activity, and quantum-computing prospects.

D-Wave Named a Market Shaper as of November 2026 in the Gartner Emerging Market Quadrant for Quantum Computing Established Vendors

D-Wave Quantum Inc. (NASDAQ: QBTS) (D-Wave or the Company), the only dual-platform quantum computing company providing both annealing and gate-model systems, software, and services, today announced it has been recognized as a Market Shaper in the GartnerEmerging Market Quadrant for Quantum...

Can IonQ's Latest Carahsoft Deal Accelerate Federal Quantum Adoption?

IONQ's Carahsoft partnership aims to expand federal access to quantum computing, networking, sensing and security as government commitment to quantum innovation grows.

Levi & Korsinsky Reminds D-Wave Quantum Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of December 15, 2026 - QBTS

Levi & Korsinsky Reminds D-Wave Quantum Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of December 15, 2026 - QBTS Levi & Korsinsky Reminds D-Wave Quantum Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of December 15, 2026...

QBTS Q3 Earnings Call Highlights System Sales and Quantum Roadmap

QBTS highlights a surging system-sales pipeline, a planned fourth-quarter delivery and technical milestones across its annealing and gate-model platforms.

Robbins LLP Urges QBTS Shareholders to Contact the Firm for Information About the D-Wave Quantum Inc. Securities Class Action

Robbins LLP Urges QBTS Shareholders to Contact the Firm for Information About the D-Wave Quantum Inc. Securities Class Action Robbins LLP Urges QBTS Shareholders to Contact the Firm for Information About the D-Wave Quantum Inc. Securities Class ActionPR NewswireSAN DIEGO, Nov. 11, 2026 SAN DIEGO...

QBTS Investors Have Opportunity to Lead D-Wave Quantum Inc. Securities Fraud Lawsuit

QBTS Investors Have Opportunity to Lead D-Wave Quantum Inc. Securities Fraud Lawsuit QBTS Investors Have Opportunity to Lead D-Wave Quantum Inc. Securities Fraud LawsuitPR NewswireNEW YORK, Nov. 10, 2026 NEW YORK, Nov. 10, 2026 /PRNewswire/ -- Why:Rosen Law Firm, a global investor rights law firm...

QBTS Stock Down on Q3 Earnings Miss, Revenues Surpass Estimates

D-Wave's Q3 revenues increase 21% and nine-month bookings surge 611%, while margin pressure and a widening adjusted EBITDA loss cloud its Q3 results.

Why D-Wave Quantum Stock Crashed Today

Key PointsD-Wave missed earnings this morning, losing $0.13 per share...

Why Is D-Wave Quantum Stock Falling Tuesday?

D-Wave (QBTS) fell premarket on mixed Q3 2026 results: revenue beat estimates at $4.51M, but quarterly EPS missed with a 13-cent loss.read more...

D-Wave Quantum Inc. (QBTS) Reports Q3 Loss, Beats Revenue Estimates

D-WAVE QUANTUM (QBTS) delivered earnings and revenue surprises of -10.00% and +14.22%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

$QBTS Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.13 down -160.00% YoY
• Reported revenue of $4.51M up 20.59% YoY

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D-Wave Quantum Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.13 down -160.00% YoY
• Reported revenue of $4.51M up 20.59% YoY

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D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

QBTS, RGTI, QNT Stocks Rally After $100M Quantum Deals: US Government Takes Stakes In All Three

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Each company has finalized a $100 million funding agreement with the U.S. Department of Commerce under the CHIPS and Science Act.</li><li>The government will receive a minority, non-controlling equity stake in each company in exchange for the funding.</li><li>The funding aims to address some of quantum computing’s biggest challenges, including scaling, reliability, manufacturing and supply-chain development.</li></ul>Shares of D-Wave Quantum (QBTS), Rigetti Computing (RGTI) and Quantinuum (QNT) rallied in early morning trade on&nbsp;Tuesday&nbsp;despite weakness in the broader market after&nbsp;the U.S. government finalized putting $100 million each behind the companies in a push to develop quantum computing.The government’s&nbsp;Department&nbsp;of Commerce will receive a minority, non-controlling equity stake in each company in exchange for the funding.&nbsp;<a href="https://stocktwits.com/symbol/QBTS">QBTS stock</a> rose over 4% in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/RGTI">RGTI stock</a> rallied as much as 7%.&nbsp;<a href="https://stocktwits.com/symbol/QNT">QNT shares</a> gained around 2.6%, still outperforming the broader market. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) edged 0.26% lower ahead of&nbsp;the&nbsp;market’s opening, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.75% and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) traded flat.&nbsp;RGTI and QBTS stocks&nbsp;were&nbsp;among the top trending tickers on Stocktwits at the time of writing. However, retail sentiment around them remained in ‘bearish’ territory over the past day.<h2 class="st-heading-2">Government Targets Quantum's Biggest Challenge</h2>Quantum computers are expected eventually tackle problems that are difficult or impossible for conventional computers, with potential applications in areas including drug discovery, materials science, cryptography, optimization and artificial intelligence.However, the technology remains difficult and expensive to scale. The companies are using different approaches to solve that problem, and all three government agreements focus heavily on moving quantum computing toward larger and more practical systems.<h2 class="st-heading-2">Where Does The $100M Go?</h2>Rigetti is using its $100 million award to address three hardware challenges. This includes shrinking the electronics used to read quantum chips, dramatically expanding the capacity of the extremely cold environments quantum computers require, and developing chips that allow more quantum bits, or qubits, to communicate with one another.D-Wave will use up to $100 million to develop both its quantum annealing and gate-model systems. Its targets include a 100,000-qubit annealing system and a 10,000-qubit gate-model system designed to deliver 100 logical qubits.Quantinuum, meanwhile, will use its $100 million award to scale its trapped-ion quantum technology, another approach to building quantum computers. The company plans to work with GlobalFoundries (GFS) to manufacture next-generation ion traps and electronics using 300mm wafers, while Monarch Quantum will help develop lasers and optical components.<a href="https://stocktwits.com/symbol/GFS">GFS stock</a> gained over 1% in pre-market trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-jumps-intel-asml-high-na-euv-tsmc-samsung/cZt3vOqRJUg">Samsung, TSMC Commit To ASML's Next-Gen Chip Machines, But Intel Got There First</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

3D illustration of a working quantum computer. Quantum computing concept (Photo by adventtr via Getty Images).

The U.S. government is committing a combined $300 million to D-Wave Quantum, Rigetti Computing and Quantinuum.

Quantinuum Inc.

Defiance Quantum ETF

Rigetti Computing Inc

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

IonQ Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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