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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 resignation as CEO amid reports of personal relationshipsincluding one involving a woman suspected of ties to Chinahas focused attention on Nvidias leadership transition and possible national-security, governance, and export-control scrutiny. Traders are split between fearing further investigations and uncertainty without the founder, and arguing that Nvidias business and AI-chip demand remain intact.

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 launch of Claude workplace tools, including spreadsheet and collaboration products, has fueled concern that it could challenge Microsoft 365 and Copilot. Traders debate whether the threat is overstated given Microsofts entrenched enterprise ecosystem, while some also point to heavy AI infrastructure spending as a risk.

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 DOJ inquiries involving Super Micro and Megaspeed, centered on Alice Huang and possible diversion of servers to China, drove attention as SMCI shares fell sharply. Traders debated whether the scrutiny signals deeper company risk or recycles old allegations; Supermicro says Megaspeed was never a customer and that it has cooperated with authorities, while many bullish traders called the selloff an overreaction.

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 Nvidia-related reports linking data-center firm Megaspeed to the company and concerns that the probe could bring tighter U.S. controls on AI-chip access to China; any direct Alibaba involvement remains unconfirmed. Traders debate whether the fallout threatens its AI ambitions or could benefit its T-Head chip business, while others see the selloff as an overreaction and are buying the dip.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs strong quarterly results and raised full-year outlook are driving attention, but the shares have remained volatile despite the upbeat report. Bulls point to growing demand, backlog and commercial milestones, while skeptics question acquisition-driven growth, cash burn and dilution, alongside weakness in high-growth tech.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

A sharp selloff followed Cardinals weak Q3 results, withdrawal of its 2026 outlook and disclosure of project-related margin pressure; the postponed Hughes Brothers acquisition and CFOs planned departure have added to concerns about execution and management. Traders are split between viewing the announced buyback and reported net cash as support for an overdone decline and fearing further deterioration in the business.

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

Intuitive Machines record Q3 results, expanding backlog, and move to positive adjusted EBITDA and free cash flow are driving attention, with traders debating whether the strong report justifies a higher valuation. Bullish reactions point to improved financial momentum, while skeptics note continued losses, execution risks, and a pullback after the earnings-driven jump.

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 shares sold off despite a strong quarterly report as traders focused on 2026 revenue guidance at the low end of the outlook, delayed capacity coming online and sharply higher infrastructure spending. The community is divided between dip buyers pointing to strong AI demand and customer prepayments, and skeptics worried about execution, financing and whether spending will translate into revenue on schedule; Nvidia-related uncertainty added to volatility.

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 guidance are the main focus, with traders watching whether AI-infrastructure orders translate into sustained demand and revenue. Optimists expect strong results and continued networking growth, while skeptics question reliance on hyperscaler spending and potential margin pressure.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,961,030.37904498. The last known price of Zcash is 985.31210038 USD and is down -4.67 over the last 24 hours. It is currently trading on 670 active market(s) with $1,199,783,008.60 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcashs sharp pullback and break below the closely watched $1,000 level dominate discussion, with traders pointing to broad crypto-market selling and liquidations while debating whether support will hold. Bearish posts warn of further downside, while others are treating the drop as a buying opportunity and looking for a rebound.

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Senstar Technologies Corp. operates as a provider of products and solutions for physical security. It develops, manufactures, markets, and sells comprehensive lines of perimeter intrusion detection sensors, video analytics, and video and security management systems, as well as security video observation and surveillance systems for high-profile customers. The firm offers a broad portfolio of homegrown Perimeter Intrusion Detection Systems (PIDS), Video Management Software (VMS), and Security Management Software (SMS), combined with Electronic Access Control (EAC) and Intelligent Video Analytics (IVA). The company was founded in 1969 and is headquartered in Ottawa, Canada.

Senstar Technologies Corp.

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Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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