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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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NVDA Logs Best Day In Over A Month: Burry Spotlights Partnership Blitz — Analyst Calls Full-Stack Strategy ‘Underappreciated’

Equity

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

Former Mossad Chief, Yossi Cohen, Strategic Advisor to SoftBank, Joins Quantum X Labs as President of Scientific Advisory Board

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Quantum X Swings to Earnings in Q2 on Lower Financial Costs

QXL posts Q2 earnings per share due to a deconsolidation gain and sharply lower financial expenses, while revenues declined year over year as browser technology changes pressured direct-model sales.


Quantum X Labs Validates Continuous-Data Quantum Sampling Workflow and Achieves Significant GPU Acceleration with NVIDIA CUDA-Q

12 Communication Services Stocks Moving In Monday's Pre-Market Session

Gainers

Fast Track Group (NASDAQ:FTRK) stock increased by 45.4% to $0.58 during Monday's pre-market session. The market value of their outstanding shares is at $8.6 million.
Quantum X Labs (NASDAQ:QXL) shares roseread more...

Quantum X Labs Appoints Leading Physics Engineering Expert to Advance its Quantum and Fault-Tolerant Quantum Computing Technologies

Zacks Initiates Coverage of Quantum X With Underperform Recommendation

Discover why Zacks issues an "Underperform" rating for QXL, being the first on Wall Street to initiate coverage on the stock. Learn why liquidity concerns, persistent losses, funding dependence and a weakening legacy business overshadow the company's promising quantum computing ambitions.


Quantum X Labs Launches Integrated Quantum Computing Program Combining Its Clinical Trials Data Analysis Quantum Algorithm and Its Quantum Error Correction Decoder

Quantum X Labs and IQCC, a Quantum Machines Company, Sign Strategic Collaboration Agreement to Evaluate AI-Based Quantum Error Correction on Quantum Infrastructure

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Quantum X Labs

Quantum X Labs, Inc. engages in the provision of digital advertising platform that develops and markets a variety of technological platforms that automate, optimize, and monetize digital online campaigns. It operates through the Search and Digital Content segments. The Search segment focuses on developing technological software solutions that perform automation, optimization, and monetization of internet campaigns. The Digital Content segment refers to the creation and editing of content to generate revenues from advertising platforms such as Google, Facebook, Yahoo, and Apple. The company was founded by Lior Wayn on August 16, 1985 and is headquartered in Ramat Hachayal, Israel.

Quantum X Labs Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Michael Burry spotlighted Nvidia’s partnership blitz, including Google Cloud’s plans to scale infrastructure to as many as 960,000 Rubin GPUs.</li><li>Munster called Nvidia’s full-stack strategy underappreciated, citing higher switching costs and recurring upgrade cycles.</li><li>Nvidia’s DSX Pod could shorten deployment from four to five months to about one month, reducing idle computing capacity.</li></ul>Shares of Nvidia Corp. (NVDA) logged their best day in over a month on Wednesday as “The Big Short” investor Michael Burry spotlighted a wave of partnership announcements and analyst Gene Munster argued that investors still underappreciated the company’s full-stack AI strategy.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> closed nearly 3% higher at $221.97 after a string of announcements at GTC Berlin, before slipping about 1.6% overnight early on Thursday.<h2 class="st-heading-2">Michael Burry Flags Major Partnership Blitz</h2>“Massive Partnership news day for NVDA,” Burry said in a subscriber chat on Cassandra Unchained.&nbsp;Google Cloud plans to launch general availability of its Vera Rubin-powered A5X instances in November, with European expansion planned. Its infrastructure could eventually scale to 960,000 Rubin GPUs across multiple sites.Dell’s AI Factory with Nvidia now serves more than 6,500 customers, up from 5,000 last quarter. HPE expanded its enterprise AI offerings, while Nutanix and Netris announced infrastructure work for AI cloud providers. Meanwhile, CrowdStrike is integrating Falcon Guardian with Nvidia OpenShell and plans to add Sentry integration on BlueField-4 processors to enforce security policies in hardware.Quantum X Labs reported improved error-correction results using Nvidia’s CUDA-Q software. Nvidia is also in talks about further investment in GPU cloud provider Firmus, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nvidia-moves-back-gpu-cloud-provider-firmus-investors-balk-ipo">reported</a>.<h2 class="st-heading-2">Beyond GPUs: Munster Sees A Lasting Advantage</h2>Deepwater Asset Management managing partner Gene Munster said Nvidia’s integrated platform creates a lasting business advantage. “Software + libraries + hardware form a full stack that raises switching costs and supports recurring upgrade cycles,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112837788009685200">said on X</a>, calling the strategy “Still underappreciated by investors.”CEO Jensen Huang echoed the message: “NVIDIA today is really a full stack, end-to-end, complete AI factory platform.”Huang said Nvidia had invested nearly $10 billion in Europe over the past year and established more than 12,000 partnerships across the region. Vera Rubin is in full production, he said, claiming 30 times Blackwell’s performance in large language model processing.<h2 class="st-heading-2">DSX Pod Promises Faster AI Deployment</h2>Nvidia’s factory-assembled DSX Pod integrates computing, networking and cooling. Huang said it could cut the time from equipment arrival to token production from four to five months to about one month. “The wasted idle compute, the wasted idle CapEx will reduce, and everybody becomes more profitable,” he said.Vertiv said its Nvidia DSX-based approach could produce up to 30% more cumulative tokens in the first 12 months from project kickoff under modeled assumptions, using the same installed capacity. Polar Data Centers is applying the approach to a 41-megawatt development phase in Norway.<h2 class="st-heading-2">AI Agents Send GPU Demand ‘Through The Roof’</h2>“Agents think, reason, iterate, use tools, and as a result, consume an enormous amount of tokens,” Huang said. “GPU demand has really gone through the roof.”Munster sees the trend sustaining computing demand. “Agents can consume 10-15x the tokens of a chatbot. Today roughly 15m consumers use bots daily. In a few years that could be billions,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112843978642956740">said</a>.Nvidia’s OpenShell controls agents’ access to files, networks and tools, with Sentry adding hardware-based monitoring. “I'm delighted to say that Anthropic and NVIDIA are partnering to create Claude OpenShell agents,” Huang said. He also expects software suppliers to become agent providers. Munster was more selective,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112849895405023531">saying</a> that Salesforce and Adobe could struggle while security and data-monitoring companies benefit from increased activity and complexity.<h2 class="st-heading-2">Physical AI Offers Nvidia Its Next Growth Engine</h2>Huang announced Hyperion-compatible vehicles from Volkswagen, JLR, Volvo and Mercedes. Munster estimated that physical AI could eventually contribute a third of Nvidia’s revenue, versus less than 5% today. Still, he cautioned that automakers face substantial development work. “Hyperion helps traditional automakers build autonomy, but it’s not a turnkey solution, they still lack the data and model,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112853017217151110">said</a>.Nvidia also introduced the Agile ONE reference robot with Agile Robots, expected in the first quarter of 2027, and RTX Spark, developed through a four-year Microsoft partnership. Huang said RTX Spark offers one petaflop of computing performance and 128 gigabytes of memory for local AI development.The keynote included no new financial metrics or guidance, Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112872417068564514">noted</a>. Instead, he highlighted SpaceX’s spending plans ahead of Nvidia’s next earnings report. “Last night’s $SPCX December quarter capex guide of $35-40B (street was at $19B) is a positive read-through for what we should hear from Nvidia on the earnings call in about a month,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112872417068564514">said</a>.<h2 class="st-heading-2">How Do Retail Traders Feel About NVDA?</h2>On Stocktwits, retail sentiment for NVDA slipped to ‘neutral’ from ‘bullish’ levels a day ago amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/nvda_ss_675347d308.png" alt="nvda ss.png" width="632" height="336"><figcaption>NVDA sentiment and message volume as of October 22 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Horseblushew/message/667075014">said</a>, “$NVDA you guys remember when $230 was ”rock solid support”??&nbsp; sorta shows ya how little you actually know.”<stembedurl>https://stocktwits.com/Horseblushew/message/667075014</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/jimandjr/message/667040283">said</a>, “$NVDA DSX Pods are a real game changer. Plug and play.”<stembedurl>https://stocktwits.com/jimandjr/message/667040283</stembedurl>NVDA stock has risen 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-analyst-investors-wait-decades-justify-valuation/cZxvUQLRBwa">SPCX Stock Eyes Best Week In Nearly 3 Months — But Analyst Warns Investors May Have To ‘Wait Decades’ To Justify Its Valuation&nbsp;</a>

Nvidia Unveils Robot Training Tech, New Gaming Chips, and Toyota Deal

Adobe Inc

Salesforce Inc

Crowdstrike Holdings Inc

Dell Technologies Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Hewlett Packard Enterprise Co

Nutanix Inc

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor ETF

Vertiv Holdings Co

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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