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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 remove Jensen Huang amid allegations involving workplace relationships and suspected Chinese intelligence links have dominated discussion, with traders debating leadership and governance risks while others dismiss the reports as unconfirmed and view the selloff as a buying opportunity. The boards reported deliberations and possible congressional scrutiny have intensified uncertainty around Huangs future, though no removal is confirmed.

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 attracting attention as traders view Nvidia CEO Jensen Huangs reported leadership uncertainty amid misconduct allegations as a possible catalyst for capital or market-share rotation toward AMD. Some see the move as sentiment-driven and question whether the controversy changes chip demand or justifies AMDs valuation; a broader AI-chip bounce tied to CoreWeaves outlook is also mentioned.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Reports and speculation that Nvidias board may oust CEO Jensen Huang are driving attention, with traders debating whether the controversy and related selloff are a buying opportunity or a sign of further downside. Many are buying the dip in NVDL ahead of Nvidia earnings, while noting that the ETFs 2 daily exposure can magnify moves in either direction.

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 rebounding ahead of its quarterly results, with traders focused on whether AI-driven fab investment will sustain demand for chipmaking equipment. Bulls see the recent strength as a recovery setup, while skeptics warn that capex plans, export-policy risks and uncertain guidance could limit orders.

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 upcoming earnings report has traders focused on whether AI infrastructure orders will translate into durable revenue and cash flow, or reflect hyperscalers potentially lumpy data-center spending. Optimists point to strong networking demand, while skeptics highlight margin and inventory risks and question whether the order momentum is sustainable.

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

Strong Q3 growth led by Recorlev and raised revenue expectations, including an accelerated long-term sales outlook, are driving bullish discussion around Xeriss earnings-based rerating. Some traders also speculate about a buyout, but that remains unconfirmed, while others warn the sharp rally could pull back.

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 FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with managements confidence in the trial data and comments about possible labeling fueling optimism. Traders are also discussing analyst upgrades and a potential short squeeze, while others stress that approval remains uncertain given prior FDA concerns and the binary nature of the decision.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs quarterly results highlighted rapid growth in its Quake AI infrastructure business and a first positive adjusted EBITDA quarter, fueling a sharp rally. Traders are debating whether high short interest could amplify the move, while others point to the softer next-quarter outlook and uncertainty around financing further data-center expansion.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

China-related security allegations and congressional scrutiny are a major focus, with traders debating whether the resulting pressure is overdone or signals lasting risk. Attention is also building around Webulls upcoming quarterly results: bulls cite growth and profitability and expect a recovery, while skeptics point to weak trading and persistent selling.

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 a possible Jensen Huang departure from Nvidia have fueled speculation that traders are rotating into Broadcom and other chipmakers. Bulls see Broadcom as an AI beneficiary, while skeptics argue its custom-chip business is not a direct substitute for Nvidias products; AI spending and Anthropic-related expectations also feature in the discussion.

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Taylor Devices, Inc. (TAYD) Q1 Earnings and Revenues Lag Estimates

Taylor Devices (TAYD) delivered earnings and revenue surprises of -84.95% and -44.70%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

Taylor Devices Inc Q1 Profit Drops

(RTTNews) - Taylor Devices Inc (TAYD) revealed a profit for first quarter that Dropped, from the same period last year...

Taylor Devices Falls 25% in Six Months: Should You Buy the Dip or Wait?

TAYD faces pressure as fiscal 2026 revenue falls 10% year over year, margins contract and backlog shifts heavily toward aerospace/defense.


TAYD's Fiscal 2026 Earnings Decline Y/Y on Structural Sales Weakness

Taylor Devices' fiscal 2026 earnings per share decline year over year due to weaker structural sales and delayed customer orders.

Taylor Devices (NASDAQ:TAYD) Raised to Buy at Wall Street Zen

Wall Street Zen raised shares of Taylor Devices from a "hold" rating to a "buy" rating in a research note on Saturday...

Insider Selling: Taylor Devices (NASDAQ:TAYD) Director Sells 5,000 Shares of Stock

Taylor Devices, Inc. (NASDAQ:TAYD - Get Free Report) Director Robert Michael Carey sold 5,000 shares of the business's stock in a transaction on Tuesday, April 28th. The stock was sold at an average...

Taylor Devices (NASDAQ:TAYD) Director Robert Michael Carey Sells 5,000 Shares

Taylor Devices, Inc. (NASDAQ:TAYD - Get Free Report) Director Robert Michael Carey sold 5,000 shares of Taylor Devices stock in a transaction on Tuesday, April 28th. The stock was sold at an average...

Taylor Devices (NASDAQ:TAYD) Shares Pass Below 200 Day Moving Average - Here's What Happened

Taylor Devices (NASDAQ:TAYD) Shares Pass Below Two Hundred Day Moving Average - Here's Why...

Taylor Devices' Q3 Earnings Increase Y/Y On Lower Costs

TAYD's Q3 earnings per share improve year over year, supported by lower SG&A costs and improved operating efficiency despite some margin pressure and falling long-term project revenue. 

Taylor Devices (NASDAQ:TAYD) Downgraded by Wall Street Zen to Hold

Wall Street Zen cut shares of Taylor Devices from a "strong-buy" rating to a "hold" rating in a research report on Saturday...

Taylor Devices, Inc. engages in the design, development, manufacture, and marketing of shock absorption, rate control, and energy storage devices. Its products include metal bellows dampers, fluid viscous dampers, landing and arresting gear, pumpkin mounts, isolation systems, custom applications, crane buffers, shock absorbers, liquid die springs, lock up devices, machined springs, and actuators. The company was founded by Paul H. Taylor on July 22, 1955 and is headquartered in North Tonawanda, NY.

Taylor Devices Inc.

Neutral Sentiment

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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$TAYD order backlog went from 20.8M at the end of february to 55.2M at the end of august, per its filings. one 19.0M order is over half of that jump, and most of it is scheduled to ship in fiscal 2028 and 2029. 
 
Not investment advice.

LALC Capital

$TAYD There is STILL time to vote in connection with THIS Friday's Annual Meeting for Taylor Devices.  I'm asking you to vote "For" all proposals, ASAP, in order for YOUR vote ... to be counted.  I, the BOD & the senior management team Thank YOU ... for your support!

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