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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 consider removing CEO Jensen Huang amid allegations involving an employee and a woman suspected of Chinese intelligence ties dominate the discussion; no removal is confirmed. Traders are split between fearing leadership uncertainty and viewing the selloff as an overreaction or buying opportunity, with some arguing the companys business can endure without Huang.

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 may oust Jensen Huang amid misconduct allegations have fueled a rotation into AMD, with traders seeing Nvidias leadership uncertainty as an opening for its rival. Others argue the rally is sentiment-driven and question whether Nvidias troubles change the competitive picture; CoreWeaves upbeat outlook also supported broader AI-chip optimism.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Headlines and speculation about Nvidias board potentially replacing Jensen Huang are weighing on NVDA and drawing attention to NVDL, with traders also positioning around Nvidias upcoming earnings. Many are buying the dip in the 2x-leveraged ETF, while others warn that the leadership uncertainty and leverage could amplify further losses.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos quarterly results and outlook are the main focus, with traders weighing whether AI-networking demand can sustain growth. Bullish posts point to strong infrastructure orders, while skeptics question whether hyperscaler spending will translate into recurring sales and cash flow and flag margin and inventory pressure.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is drawing attention ahead of its quarterly earnings report, with traders focused on whether AI-driven chip-fab investment will sustain demand for its manufacturing equipment. Optimism about semiconductor demand and the recent rebound is countered by concerns that capex could slow, making guidance a key test.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Stronger-than-expected quarterly results, accelerating Recorlev demand and a higher revenue outlook are driving attention, with traders viewing the update as support for a business rerating. Buyout speculation is also circulating but remains unconfirmed, while some investors warn the sharp run-up could give way to a pullback.

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 quarterly results and earnings call are drawing attention, with traders noting an EPS beat and improving revenue but debating the muted, volatile share reaction. The larger long-running focus remains whether the FCC will advance the pending 900 MHz spectrum proposal after OIRA review: bulls point to the companys cash position and potential spectrum demand, while bears stress regulatory delays and uncertainty.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A quarterly revenue miss and sequential ANKTIVA sales decline, coupled with no earnings call or clear guidance, have raised concerns about commercial momentum and investor communication. The debate is tempered by the reported BCG-nave trial success and planned FDA filing, which bullish traders see as a potential growth driver while skeptics await full data and stronger sales.

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. 

Nebius is rallying with other neocloud stocks after CoreWeaves strong results eased concerns about AI-compute demand, while traders position ahead of Nebiuss Q3 report. Bulls expect continued growth and a possible squeeze, but others warn the run-up may have priced in good news and focus on funding, capital spending, 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 rollout of shipping H15 AI servers powered by AMD processors is fueling a rebound narrative, with traders viewing the launch as a step toward diversifying beyond Nvidia. The community is split over whether that product news can offset SMCIs perceived sensitivity to Nvidia headlines and broader concerns about the stocks volatility.

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Neutral Sentiment

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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