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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 and rumors about Jensen Huangs alleged relationshipsincluding a suspected Chinese intelligence operativeand speculation that Nvidias board could remove him have focused attention on leadership risk and the companys credibility. Traders are divided between fearing further pressure if Huang leaves and arguing the controversy does not change Nvidias business, with some viewing the selloff as a buying opportunity; claims that he will be ousted remain unconfirmed.

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 rallying alongside AI-cloud peers after CoreWeaves upbeat results eased concerns about demand and financing across the neocloud sector, with traders also positioning ahead of Nebiuss Q3 report. Bulls expect the sector momentum to continue, while skeptics warn the run-up may leave little room for a merely solid report and point to spending, funding and execution risks.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Traders are focused on MSCIs index review and the possibility that Strategy will be excluded, with concerns that passive funds could sell shares if it is removed. The community is divided over whether the risk is already priced in: bears expect added selling pressure, while bulls argue the decision matters less than Bitcoins direction.

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 scrutiny and negative reports are widely blamed by traders for weighing on Webull shares, though some argue the concerns are overstated and are buying the dip. Discussion also centers on the upcoming earnings report, with bulls anticipating strong results and a recovery while bears remain wary of continued pressure and dilution.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp rebound is being linked to CoreWeaves strong results, which helped revive buying in AI and semiconductor stocks and fueled short covering. Traders disagree on whether the move signals a lasting recovery or a fragile relief rally, citing inflation and rate-hike concerns, AI debt and bubble risks, and Nvidia-related uncertainty.

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

Traders are largely attributing AMDs rally to money rotating from Nvidia amid reports and speculation about CEO Jensen Huangs personal-conduct controversy and possible leadership fallout. Some see AMD as a beneficiary, while others call the move hype or FOMO and flag valuation and volatility risks; a broader AI-chip rebound is also part of the backdrop.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,959,453.18587388 with 16,959,453.64420722 in circulation. The last known price of Zcash is 1,033.61575403 USD and is down -11.66 over the last 24 hours. It is currently trading on 670 active market(s) with $1,322,935,861.71 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcash is drawing attention for a sharp pullback that has brought it below the psychologically important $1,000 level, with traders watching for support and warning of further downside. Others see the selloff as a buying opportunity, leaving the conversation split between breakdown concerns and dip-buying optimism.

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

Broadcom is participating in a rebound in AI-linked chip stocks, with CoreWeaves strong results easing concerns about AI demand and infrastructure financing; traders also cite rotation from Nvidia amid controversy surrounding its CEO. Bulls see continued demand for Broadcoms custom chips, while skeptics warn that the rally may fade and question the companys exposure to hyperscaler spending.

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.

Rumbles Q3 results are driving attention: record revenue led by Quake AI and first positive adjusted EBITDA fueled optimism about its AI-infrastructure pivot. Traders also debate financing and expansion risks, while some speculate that high short interest could amplify the rally.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Traders are using NVDL for leveraged exposure to Nvidias moves, frequently buying dips and trading around earnings and AI-demand optimism. Bullish expectations for a rebound compete with concerns about sharp pullbacks, volatility and the risks of holding a daily-reset leveraged ETF.

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Trump Policies Drive Thyssenkrupp Nucera To Abandon Unfeasible Green Hydrogen Projects In US: Report

Equity

According to a Reuters report, Ponikwar told reporters that the company is in intense discussions with stakeholders in its green hydrogen projects in the U.S. to determine whether to continue working or exit them.

thyssenkrupp nucera AG & Co. KGaA engages in the provision of electrolysis technology to its global customers measured by its share of installed capacity. It operates through the following geographical segments: Germany, Italy, Japan, China, and Rest of World (RoW). The Germany segment focuses on clients located in Europe and Middle East. The Italy segment offers products to Middle East, North America, Sub-Saharan Africa, South America, and in the Commonwealth of Independent States. The Japan segment includes Asia-Pacific area. The China segment provides services to the local Chinese market. The RoW segment is involved in the United States, Australia, Saudi Arabia, and newly established nucera company in India. The company was founded in 1960 and is headquartered in Dortmund, Germany.

Thyssenkrupp Nucera Ag & Co.

Neutral Sentiment

President Donald Trump’s policy changes have reportedly forced Thyssenkrupp Nucera Ag &amp; Co. (THYKF) to abandon its green hydrogen projects deemed unfeasible in the U.S., according to the company’s CEO, Werner Ponikwar.According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/thyssenkrupp-nucera-abandons-us-green-hydrogen-projects-no-longer-deemed-2025-08-13/">report</a>, Ponikwar told reporters that the company is in intense discussions with stakeholders in its green hydrogen projects in the U.S. to determine whether to continue working or exit them.<a href="https://stocktwits.com/symbol/THYKF">Thyssenkrupp’s stock</a> is up 1.3% year-to-date and 0.3% in the past 12 months. Stocktwits data showed the retail sentiment around the company was in the ‘bearish’ territory.The company is currently evaluating which green hydrogen projects in the U.S. remain feasible in light of President Trump’s tax and spending changes, according to the report. This comes after the Trump administration recently scrapped certain tax credits for clean or low-carbon energy projects. “We have sorted out all projects that have less chance of being realized due to the new framework conditions in the U.S.,” Ponikwar said, according to the report.The company is instead working to speed up state-side projects where it has the opportunity to begin construction before the end of 2027, Ponikwar added. The Trump administration’s clean energy policy changes have revised deadlines for clean energy funding, advancing the qualification timeline to the end of 2027. "We are convinced that the hydrogen electrolysis market continues to offer enormous potential," Ponikwar said, according to the report. He added that Thyssenkrupp will need to be more patient than initially expected.However, if Thyssenkrupp’s U.S. projects do not come to fruition or cannot be completed, Ponikwar said the company will utilize these resources for other purposes, stopping short of elaborating on what this would entail.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-rise-as-investors-rejoice-tamer-than-expected-inflation/chrCJlsRdBu">Dow Futures Rise As Wall Street Digests Softer Than Expected Inflation Print: CRWV, CAVA, RGTI, BABA, BIDU Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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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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