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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

Nvidia is under pressure as traders react to the boards investigation into CEO Jensen Huangs admitted affair and allegations that the woman involved had ties to Chinese intelligence; the espionage claims remain unverified. The community is split between concerns about leadership and disclosure risks and views that the selloff is an overreaction and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is drawing attention ahead of its quarterly results after a sharp share-price decline, with traders debating whether the selloff signals weak results or is an opportunity to buy the dip. The Eli Lilly obesity-drug partnership is viewed as a growth opportunity, but some investors worry that branded medications could pressure margins; speculation about an earnings leak remains unverified.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

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 HOPE-3 cardiac results receiving an American Heart Association research award has renewed attention to deramiocel ahead of the FDAs November 22 PDUFA decision for Duchenne muscular dystrophy. Traders are largely hopeful for approvalespecially on upper-limb function, which they distinguish from the advisory panels negative cardiac votewhile others stress that the outcome and any cardiac label remain uncertain.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

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

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

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

AMDs rally is drawing support from Oppenheimers upgrade to Outperform on its AI and data-center outlook, alongside community discussion of Google Cloud using EPYC processors in its TPU infrastructure. Traders also see a possible rotation from Nvidia amid headlines about a board investigation into CEO Jensen Huang, while some caution that AMDs valuation and the sharp run-up leave room for volatility.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are surging ahead of its Q3 results, with traders speculating about short covering and an possible earnings leak, though neither is confirmed. Bulls hope for a turnaround and stronger guidance, while skeptics warn that slowing ad growth and past post-earnings declines could lead to a reversal.

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

SMCI is drawing attention as traders debate whether renewed scrutiny around Nvidia CEO Jensen Huang and alleged China-related chip diversions is weighing on the stock by association; some argue the concerns are speculative or unrelated to SMCI. The debate is sharpened by the stocks weak performance despite recent strong results and raised guidance, with bulls pointing to its valuation and bears citing governance, cash flow, and margin risks.

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China: TotalEnergies to Supply 900,000 Tons of LNG per Year to Jiangsu Guoxin Group for 15 Years

TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) has signed an agreement (HoA) with Jiangsu Guoxin Group, a major energy company in China Jiangsu Province, for the delivery of 900,000 tons of LNG per year. Subject to the finalization of the SPAs, this agreement is set to start in 2028, for 15 years...

TotalEnergies SE is a global integrated energy company, which engages in the production of oil and biofuels, natural gas and green gases, renewables and electricity. It operates through the following business segments: Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services. The Exploration & Production segment encompasses oil and natural gas exploration and production activities. The Integrated LNG segment includes the integrated gas chain (including upstream and midstream LNG activities) as well as biogas, hydrogen and gas trading activities. The Integrated Power segment involves in the generation, storage, electricity trading and B2B-B2C distribution of gas and electricity. The Refining & Chemicals segment engages in the activities of refining, petrochemicals and specialty chemicals. This segment also includes the activities of oil supply, trading and marine shipping. The Marketing & Services segment includes the global activities of supply and marketing in the field of petroleum products. The company was founded on March 28, 1924 and is headquartered in Courbevoie, France.

TotalEnergies SE

TotalEnergies Expands BlackRock Partnership With $1.8B African Infrastructure Agreement

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Bearish Sentiment

<ul class="summary-bullets"><li>CFO Jean-Pierre Sbraire said the deal strengthens TotalEnergies ’ relationship with GIP.</li><li>The company has not disclosed the individual assets or countries covered by the African infrastructure partnership.</li><li>The deal builds on TotalEnergies’ infrastructure relationship with GIP, which began with a 2021 transaction involving the Gladstone LNG facilities in Australia.</li></ul><p>TotalEnergies (TTE)&nbsp;has struck a $1.8 billion infrastructure partnership agreement with Global Infrastructure Partners (GIP), a part of BlackRock (BLK), giving the French energy major fresh capital tied to interests in some oil and gas infrastructure assets in Africa.</p><p>Under the agreement,&nbsp;announced Friday,&nbsp;GIP will provide $1.8 billion in capital to TotalEnergies. In return, the French energy company will subsequently pay GIP a throughput-based tariff for a period of up to 15 years.</p><h2 class="st-heading-2">TotalEnergies Unlocks Value From African Infrastructure</h2><p>TotalEnergies CFO Jean-Pierre Sbraire said the agreement strengthens the company’s relationship with GIP and “crystallizes the value” of some of its midstream infrastructure assets in Africa.</p><p>The company did not disclose the specific infrastructure assets or African countries included in the partnership in its announcement.</p><p>TTE shares were down 1.7% in premarket trading at the time of writing on Friday, while BLK shares were trading higher.</p><h2 class="st-heading-2">Deal Follows Earlier GIP Infrastructure Partnership</h2><p>The transaction expands an existing relationship between TotalEnergies and GIP that dates back to 2021.</p><p>In July 2021, TotalEnergies&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://totalenergies.com/newsroom/australia-totalenergies-enters-infrastructure-agreement-gip-gladstone-lng/?lang=eng&amp;utm_">completed</a> a transaction with GIP Australia involving the downstream facilities of its Gladstone LNG project. GIP provided more than $750 million, while TotalEnergies agreed to a 15-year throughput-based tolling arrangement calculated on its share of gas processed through the facilities. TotalEnergies retained full control and ownership of its 27.5% interest in the Gladstone LNG Downstream Joint Venture.</p><p>TotalEnergies said at the time that the Australian transaction monetized infrastructure assets and supported its portfolio-management strategy by allowing the company to focus capital on core producing assets. The company has not said whether the new African partnership will be treated the same way or involve a similar ownership arrangement.</p><h2 class="st-heading-2">Blackrock Acquired GIP In 2024</h2><p>GIP is now part of BlackRock following the completion of its acquisition of the infrastructure investment firm in October 2024. TotalEnergies and GIP have also participated together in other energy investments, including the Rio Grande LNG Train 4 project in the U.S.</p><h2 class="st-heading-2">What Retail Investors Are Saying About TTE And BLK</h2><p>On Stocktwits, retail sentiment around TTE&nbsp; and BLK stayed&nbsp; ‘bearish’ over the past 24 hours.</p><p><a href="https://stocktwits.com/symbol/BLK">BLK&nbsp;</a>shares have gained more than 3.4% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/TTE">TTE</a> shares have climbed over 38% during the same period.</p><p><strong>Read more:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/li-auto-reportedly-takes-the-xpeng-route-opens-self-developed-chips-ev-technology-to-external-customers/cZtutAtRB3Z"><strong>Li Auto Reportedly Takes The Xpeng Route – Opens Self-Developed Chips, EV Technology To External Customers</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a Total Energies logo is seen displayed on a smartphone and in the background.

The agreement gives TotalEnergies access to $1.8 billion in capital while tying future payments to the volume of infrastructure handled under the arrangement for up to 15 years.

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Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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