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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 sudden resignation amid reports of affairs, including one involving a woman suspected of ties to China, has raised concerns about Nvidias leadership transition and possible national-security or export-control scrutiny. Traders are divided between buying the selloff on confidence in the companys AI business and expecting further pressure from governance uncertainty and potential new disclosures.

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 scrutiny involving Super Micro, Megaspeed and whether entities linked to Alice Huang helped divert Supermicro products to China are driving the selloff, though the scope and any company involvement remain unclear. Traders are divided between fearing renewed investigations and distrust of management, and viewing the reports as recycled or unproven news and the decline as an overreaction.

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. 

Nebiuss Q3 revenue beat was overshadowed by a lower-end 2026 outlook, delayed capacity coming online, and sharply higher planned capital spending, prompting a steep selloff. Traders are split between viewing the drop as an overreaction given strong AI demand and customer prepayments, and worrying about execution, financing, and when the added capacity will generate revenue; Nvidia-related turbulence was also cited as a headwind.

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 as traders worry that its reported ties to Megaspeed could draw it into the Nvidia/Jensen Huang espionage probe and invite tighter U.S. chip restrictions; any direct Alibaba involvement remains unconfirmed. The community is split between concerns about access to Nvidia GPUs and bullish speculation that export curbs could benefit Alibabas T-Head chip 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

A stronger-than-expected Q3 report, including record revenue and backlog, positive free cash flow, and upbeat guidance, is driving LUNRs sharp move and talk of a valuation re-rating. Bulls see improving execution, while skeptics point to ongoing losses and debate whether the company can convert its backlog into durable profitability; traders also note volatility and profit-taking after the gap higher.

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 profitability and withdrawal of its 2026 outlook, with traders also citing the postponed Hughes Brothers acquisition and CFOs planned departure as concerns. The community is split between calling the decline an overreaction given the companys net cash and announced buyback, and questioning whether the margin and management problems signal deeper risks.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedixs quarterly update beat revenue expectations and maintained its 2026 outlook, but suspended 2027 DefenCath guidance amid uncertainty over CMS reimbursement and utilization. Traders are divided over whether the pending Heron asset acquisition can diversify revenue and offset that uncertainty, while many criticize the selloff and raise concerns about dilution and managements capital allocation.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCelleras positive Phase 2 results for ABCL635, its investigational treatment for menopausal hot flashes, are driving discussion, with traders focused on the drugs potential and the companys expanding pipeline; Q3 results and analyst upgrades have added to the enthusiasm. Many are bullish, while others point to volatile trading and say further durability data and successful later-stage trials are needed to validate the thesis.

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 quarterly report is the main focus, with traders watching whether AI infrastructure orders translate into durable demand and whether guidance and margins support the growth story. The community is split between optimism about AI networking and concern that orders depend on hyperscaler spending and may not convert into lasting revenue.

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 Claude workplace tools, including spreadsheet and document features, have intensified concerns that Microsoft 365 and Copilot could face new competition, weighing on the stock. Traders are split between fears of disruption to Microsofts software business and the view that Offices deep enterprise integration makes the selloff an overreaction; heavy AI spending is an additional concern.

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Taysha Gene Therapies (TSHA) Reports Financial Results for Q1 2026

Taysha Gene Therapies (TSHA) Reports Financial Results for Q1 2026...

Taysha Gene Therapies (NASDAQ:TSHA) Issues Earnings Results

Taysha Gene Therapies (NASDAQ:TSHA - Get Free Report) released its earnings results on Wednesday. The company reported ($0.12) EPS for the quarter, missing the consensus estimate of ($0.10) by ($0.02...

Taysha Gene Therapies (NASDAQ:TSHA) Hits New 12-Month High  - Here's What Happened

Taysha Gene Therapies (NASDAQ:TSHA) Reaches New 1-Year High - What's Next...

Taysha Gene Therapies (TSHA) to Release Earnings on Wednesday

Taysha Gene Therapies (NASDAQ:TSHA) will be releasing its Q1 2026 earnings before the market opens on Wednesday, May 6. (View Earnings Report at https://www.marketbeat.com/earnings/reports/2026-5-6-taysha-gene-therapies-inc-stock...

Taysha Gene Therapies (NASDAQ:TSHA) Hits New 12-Month High  - Should You Buy?

Taysha Gene Therapies (NASDAQ:TSHA) Reaches New 1-Year High - Here's What Happened...

Taysha Gene Therapies Sees Unusually High Options Volume (NASDAQ:TSHA)

Taysha Gene Therapies, Inc. (NASDAQ:TSHA - Get Free Report) was the target of some unusual options trading on Thursday. Stock investors acquired 6,277 call options on the company. This is an increase...

Taysha Gene Therapies (NASDAQ:TSHA) Sets New 12-Month High  - Still a Buy?

Taysha Gene Therapies (NASDAQ:TSHA) Hits New 52-Week High - What's Next...

Taysha Gene Therapies (NASDAQ:TSHA) Shares Up 9% - Should You Buy?

Taysha Gene Therapies (NASDAQ:TSHA) Stock Price Up 9% - Still a Buy...

Taysha Gene Therapies, Inc. (NASDAQ:TSHA) Given Average Rating of "Buy" by Brokerages

Taysha Gene Therapies, Inc. (NASDAQ:TSHA - Get Free Report) has received an average rating of "Buy" from the thirteen brokerages that are presently covering the firm, MarketBeat reports. One equities...

Taysha Gene Therapies (NASDAQ:TSHA) Insider Sells $892,000.00 in Stock

Taysha Gene Therapies, Inc. (NASDAQ:TSHA - Get Free Report) insider Sukumar Nagendran sold 200,000 shares of the business's stock in a transaction dated Friday, April 10th. The shares were sold at an...

$TSHA Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.10 down -11.11% YoY
• Taysha expects its current cash resources of $422.8M to support planned operating expenses and capital requirements into the second half of 2028, as of September 30, 2026.

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Taysha Gene Therapies Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.10 down -11.11% YoY
• Taysha expects its current cash resources of $422.8M to support planned operating expenses and capital requirements into the second half of 2028, as of September 30, 2026.

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Stocktwits Earnings

• Reported GAAP EPS of -$0.10 down -11.11% YoY
• Taysha expects its current cash resources of $422.8M to support planned operating expenses and capital requirements into the second half of 2028, as of September 30, 2026.

Taysha's quarterly R&D and G&A expenses increased, net loss increased, revenue was zero, and TSHA-102 pivotal interim data and FDA feedback on the BLA pathway remain expected in 1H 2027.

Taysha reported TSHA-102 was generally well tolerated, with no severe treatment-related SAEs or DLTs across 33 patients, completed PPQ meeting specifications and comparability criteria, and plans a second candidate nomination in 1H 2027.

Taysha Gene Therapies, Inc. is a clinical-stage biotechnology company, which engages in the development and commercialization of adeno-associated viruses (AAV) based gene therapies for the treatment of monogenic diseases of the central nervous system. It also develops multiple gene therapy platforms which include AAV9 Discovery, Novel Capsid, and AAV Redosing. The company was founded by Steven Gray, Berge Minassian, and R. A. Session II in 2019 and is headquartered in Dallas, TX.

Taysha Gene Therapies Stock Soars To 3-Year High After FDA Boost — Wall Street Calls Rett Drug ‘Derisked’ And Ahead Of Rivals

Equity

Bearish Sentiment

Shares of Taysha Gene Therapies ended at their highest level in over three years on Thursday after a wave of bullish analyst upgrades followed the U.S. Food and Drug Administration’s (FDA) Breakthrough Therapy designation for its Rett syndrome gene therapy candidate, TSHA-102.The stock soared 53.5% on Thursday, extending gains by another 2% in after-hours trading.Baird raised its price target on Taysha to $12 from $7 and reiterated an 'Outperform' rating. Analyst Jack Allen said the firm is “encouraged” that Taysha reached alignment with the FDA on the 15-patient pivotal study for TSHA-102, calling the breakthrough therapy designation “another encouraging sign” for the company’s regulatory and clinical progress.H.C. Wainwright said Taysha has added roughly $1.2 billion to its valuation since receiving Breakthrough Therapy designation and aligning with the FDA on a six-month interim Biologics License Application (BLA) filing plan.&nbsp;The firm noted that while the accelerated pathway appears faster “on paper,” Rett specialists it surveyed said the six-month interim analysis was “directionally useful but insufficient on its own to be considered definitive for projecting patient outcomes.”&nbsp;The analysts added that Taysha’s pathway “looks faster on paper, but may not translate into a true lead.” In comparison, the firm said Neurogene, whose FDA-cleared 12-month design “mitigates the risk of approvability,” looks “deeply undervalued.” H.C. Wainwright reiterated its Buy rating and $45 price target on Neurogene, citing its durability focus and caregiver appeal.Needham analyst Gil Blum also raised the price target on Taysha to $10 from $8, keeping a 'Buy' rating. Blum told investors that the FDA’s feedback on Taysha’s registrational study design “checked off a wishlist of features,” including the agency’s willingness to allow for a six-month interim filing. The analyst said these developments “derisk” the TSHA-102 program and position it “well ahead of NGNE-401.”The FDA’s Breakthrough Therapy designation was based on data from 12 patients in an early-to mid-stage trial of TSHA-102 and allows for an expedited review process.&nbsp;Taysha has finalized alignment with the agency on the design of its registrational study, which will test a single intrathecal administration of high-dose TSHA-102 in 15 female patients aged 6 to under 22 years. The company plans to begin enrollment in the fourth quarter of 2025.On Stocktwits, retail sentiment for Taysha was ‘extremely bullish’ amid a 34,800% surge in 24-hour message volume.One retail trader said they expect institutional investors to accumulate Taysha shares around the $5 mark, predicting a quick move toward $6.&nbsp;<stembedurl>https://stocktwits.com/warren5677/message/630844528</stembedurl>Another user said they had exited their position at $4.85, citing the company’s high debt levels and booking an 8% profit.<stembedurl>https://stocktwits.com/intrader/message/630837982</stembedurl><a href="https://stocktwits.com/symbol/TSHA">Taysha’s stock</a> has nearly tripled so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Taysha’s stock (TSHA) has nearly tripled so far in 2025. (Photo credit: Getty Images)

Taysha shares jumped after analysts at Baird, H.C. Wainwright, and Needham turned bullish, citing FDA alignment and an expedited approval path for its Rett syndrome therapy.

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

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

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