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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 are under pressure after its outlook was lowered amid delays activating third-party data-center capacity, raising concerns about execution, revenue timing and the cost of expansion; weakness across AI and neocloud stocks is adding to the selling. Traders are split between viewing the drop as an overreaction and buying the dip, versus worrying that execution delays, funding needs and possible dilution threaten the growth story.

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 reported departure and scrutiny over whether restricted Nvidia chips reached China through intermediaries are driving the discussion, with traders questioning leadership succession, export-control exposure, and potential effects on sales and AI financing. The selloff has split the community between those expecting more downside as the issues unfold and dip buyers who believe Nvidias AI-chip business remains strong.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel pushed its planned prostate-cancer BLA submission to mid-2027 from Q4 2026 amid FDA discussions and assay refinements, prompting a sharp selloff. Traders are split between viewing the delay as a fixable manufacturing and testing hurdle that leaves the clinical data intact and questioning managements execution, communication, and potential dilution.

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 earnings beat and raised outlook, supported by AI networking demand, are drawing attention, but shares fell despite the strong results. Traders are debating whether margin pressure and slower product-order growth justify the selloff, while others view it as an overreaction or broader tech-market volatility.

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

A widespread Microsoft 365 outage disrupting Outlook, Teams, Copilot and other services has focused attention on Microsofts cloud reliability and potential customer trust impact. Traders debate whether the disruption warrants a sharper selloff or is a temporary setback, while outage-related cyberattack claims remain speculation; Microsoft said it had no evidence of malicious activity.

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 record quarter and stronger outlook have been met with a sharp share decline, as traders debate whether the results were already priced in and point to analyst price-target cuts and semiconductor-sector weakness. Some remain bullish on AI-driven equipment demand, while others see the muted reaction as a sell-the-news signal.

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

Nvidia CEO Jensen Huangs departure has fueled speculation that AMD could benefit as investors consider alternatives in AI chips, but AMDs sharp swings have also prompted questions about its high valuation and the durability of the AI trade. Traders are split between buying the pullback on potential market-share gains and taking profits or expecting further declines.

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 record quarterly results, raised revenue outlook, and growing backlog are fueling attention, alongside optimism about commercial demand and its quantum-computing position. Traders remain divided: some view the results as validation, while others question acquisition-driven growth, ongoing losses, dilution risk, and the stocks sharp volatility.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra shares are under pressure after Europes CHMP reaffirmed its negative opinion on Miplyffa, citing insufficient evidence of efficacy; the European Commissions final decision remains pending. Traders are split between viewing the setback as an expected loss of European upside and focusing on the drugs U.S. business, while others criticize management and call for a sale.

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

A reported DOJ inquiry into whether entities linked to Alice Huang helped divert Super Micro products to China has driven selling and debate over the companys compliance and regulatory risk. Bears see an unresolved investigation as a lingering overhang, while bulls point to Supermicros statement that Megaspeed was never a customer and that it is cooperating with authorities, viewing the selloff as overdone.

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

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