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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 relationships, including one involving a person suspected of ties to Chinese intelligence, and speculation about his future as CEO have put leadership and national-security risks at the center of NVDA trading. Traders are split between viewing the selloff as an overreaction that leaves Nvidias AI business intact and seeing Huangs potential departure and possible scrutiny of China-related chip sales as material risks.

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 drawing attention ahead of its Q3 report after CoreWeaves strong results lifted sentiment toward AI cloud providers. Traders are hopeful Nebius will deliver strong results and guidance, while others question whether growth can justify its heavy investment and financing needs; Nvidia CEO rumors are adding volatility.

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 earnings report is the dominant focus, with traders looking for evidence that rapid growth and defense orders are translating into improving margins and progress toward profitability. Bulls speculate that strong results could prompt short covering, while bears question cash burn, dilution and the companys ability to execute.

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

Capricors rally is centered on the November 22 FDA decision for deramiocel in Duchenne muscular dystrophy, with traders interpreting managements confident Q3-call comments and remarks about possible labeling as encouraging. Bulls are anticipating approval and speculating about short covering, while skeptics point to the advisory committees concerns and stress that the FDA outcome remains uncertain.

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

Concerns about alleged Alibaba links to Singapore-based Megaspeed and possible tighter U.S. restrictions on AI-chip access are weighing on the shares. Traders are largely bearish, though some argue that limits on Nvidia chips could benefit Alibabas own T-Head chip business; the alleged connections remain disputed.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Reports that Nvidias board may replace CEO Jensen Huang are driving discussion, with traders debating whether the uncertainty around a major S&P 500 holding could pressure the broader market. Some expect spillover into SPY, while others point to the indexs rebound and argue the fallout may remain concentrated in Nvidia and AI stocks.

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 sympathy rally in AMD, as traders speculate that leadership uncertainty could shift business or investment toward rival chipmakers. Others argue the move is sentiment-driven, noting that Nvidias technology lead remains and that AMD may not quickly capture meaningful market share.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Reports of potential leadership turmoil at Nvidia have fueled talk of money rotating into Broadcom and other AI-chip suppliers. Traders see Broadcom as a possible beneficiary, though some question whether its custom-chip business can replace Nvidias products; others point to broader optimism about AI infrastructure demand.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

A strong Q3 report and raised full-year sales outlook, driven by demand for Mounjaro and Zepbound, have fueled LLYs breakout to record highs. Traders are celebrating the growth and analyst upgrades, while skeptics point to the premium valuation, pricing pressure and weaker-than-expected Foundayo sales.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure sparked a sharp selloff and speculation about possible financial problems; the company said the exit was not tied to disagreements and indicated fiscal Q1 revenue and adjusted EBITDA would exceed the high end of guidance. Traders are divided between calling the drop an overreaction and remaining wary of managements handling of the news, alongside broader concerns about AI and data-center spending.

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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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