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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 immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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 sold off despite a strong Q3 beat as traders focused on softer 2026 revenue expectations tied to capacity delays and sharply higher planned capex, raising concerns about financing and potential dilution. Uncertainty around Nvidia also weighed on AI and neocloud stocks, while bulls argued that contracted demand and customer prepayments support the growth outlook.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 results and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

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

Intuitive Machines strong Q3 resultsrecord revenue and backlog, positive free cash flow, and an upbeat full-year outlookare driving the sharp rally, alongside attention to its NASA CLPS 2 selection. Traders are broadly bullish on improved execution and growth prospects, though some question whether backlog can convert into sustained profitability and point to continuing operating losses and dilution concerns.

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 drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins decline and tests of key support amid broader weakness in tech stocks and risk assets dominate the discussion; traders debate whether Nvidia-related market jitters are dragging crypto lower or whether Bitcoin is simply following a wider risk-off move. Bearish calls for further losses contrast with dip-buyers who see the pullback as an opportunity.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures third-quarter results beat expectations, with strong loan-marketplace growth and an expanded share-repurchase authorization drawing bullish attention. Traders are split: bulls emphasize growth and operating leverage, while bears point to take-rate guidance, heavy short interest, and the stocks tendency to give back gains.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is selling off after its Q3 results, with traders focused on revenue growth that nevertheless fell short of expectations. The community is divided between viewing the reported growth and contract backlog as encouraging and worrying that losses and unconverted contracts leave execution and profitability uncertain.

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 Nvidia CEO Jensen Huangs possible departure have traders viewing Broadcom as a potential AI-chip beneficiary and anticipating rotation from Nvidia. Others caution that Broadcoms custom-chip business is not a direct substitute for Nvidias GPUs and remains exposed to hyperscaler spending.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Traders are tying CRWVs pullback after its earnings rally to reports of turmoil around Nvidia CEO Jensen Huang; some see a temporary headline-driven reaction, while others worry Nvidias support could weaken. The debate also centers on CoreWeaves debt and financing needs versus its strong results and large backlog.

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Ripple CEO Says Companies Blaming AI For Layoffs Were Already ‘Bloated’ As His Own Firm's Revenue Set To More Than Double

Cryptocurrency

Garlinghouse also suggested that corporate treasurers may not give AI agents free access to major firm accounts without sufficient safeguards and accountability.

Ex-Ripple CTO Reveals He Sold 26 Million XRP For Bitcoin, Only Holds Ripple Stock To 'Sleep Better At Night'

As XRP increased from 10 cents per token over the cycles, the former Ripple CTO said he would hold more XRP if not for his Ripple stake, but he chose to walk away from the crypto bet.


XRP FUD Hits Two-Year High While Analyst Points To 9-Year Bullish Pattern 

Santiment data showed on Monday that XRP sentiment turned sharply negative, marking one of the highest negative levels in the past two years.


XRP Remains Under Pressure Since October As On-Chain Flows Point To A Bearish Structure

Overall, the alignment of the price structure and on-chain behavior indicates that XRP is still operating in a distribution-driven market.


Ripple CEO Admits He Was Too Early On Clarity Act, Says Stablecoins Are Crypto’s ‘ChatGPT Moment’

Garlinghouse also noted that key structural difficulties under the Clarity Act still remain.

SEC Issues New Crypto Guidance Nearly One Year After Ripple Case – What’s Actually Changed?

SEC Commissioner Hester Pierce previously deemed the Howey Test inadequate for determining whether a crypto token is a security.

XRP Outpaces Bitcoin While Retail Traders Call It The Biggest ‘Regret Trade’ Of 2026 

XRP rose about 6.3% over the past 24 hours, outperforming Bitcoin, which gained roughly 3.1%.

Robinhood Says Investors View The Bear Market As ‘An Opportunity To Buy The Dip’

Crypto traders are not retreating amid volatility, instead diversifying holdings as US XRP ETF saw $1.23 billion while US Solana ETF saw around $889.49 million in cumulative total net inflows as of Friday.

Bitcoin, Ethereum Funds See Outflows While XRP ETFs Log Nearly $1 Billion In Unbroken 30-Day Inflow Streak Since Debut 

In comparison, Bitcoin, Ethereum, and Solana Spot ETFs have posted outflows on multiple days over the past month amid a volatile crypto market.

Canary Capitals XRPC Larger Than All Other U.S. Spot XRP ETFs Combined as of 11/26/25 and HBR Establishes First-of-Its-Kind U.S. Spot HBAR Exposure

Canary Capital Group LLC (Canary Capital), a digital assetfocused investment firm, announced that its assets under management (AUM) in Canary XRP ETF (Nasdaq: XRPC) is greater than all other...

Canary XRP ETF - Common Shares of Beneficial Interest

Bearish Sentiment

<ul class="summary-bullets"><li>Brad Garlinghouse said companies that blame AI for mass layoffs may be using the technology as an excuse for already “bloated” workforces.</li><li>Garlinghouse said that while Ripple has legal certainty around XRP, the wider crypto industry still requires a full regulatory regime in the U.S.</li><li>Garlinghouse said Ripple is on course for a record year, with revenue expected to more than double year on year, despite headwinds in the larger crypto market.</li></ul>Ripple (XRP) CEO Brad Garlinghouse has dismissed the growing narrative that artificial intelligence (AI) is behind corporate job cuts. He said that companies attributing layoffs to AI may simply be using the technology to hide their already “bloated” workforces, even as his own firm is set to more than double revenue this year and is still hiring.Speaking at the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://youtube.com/watch?v=1YlpfMUMk0U&amp;t=2s">SALT Wyoming 2026,</a> published on Friday, Garlinghouse said AI should be an "enabler and an accelerant" for companies that are growing and gaining market share, rather than a justification for layoffs. "When I see companies announce big layoffs and they say, 'Oh, well, AI,' that to me says they were bloated before and they are using this as an excuse," Garlinghouse said.He pointed to <a href="https://stocktwits.com/news-articles/markets/equity/jack-dorsey-block-to-lay-off-nearly-half-of-its-workforce/cZTG8mFRIRf">layoffs at companies including Block (XYZ)</a>, saying that workforce reduction should not necessarily be attributed to AI. In contrast, Ripple expects to have approximately 1,500 employees worldwide and 150 open positions. Adding that Ripple intends to continue with its hiring process as its business grows.Further, Garlinghouse said Ripple is on track for a record year and expects to double its revenue year over year, despite the broader bear market across the crypto industry. Garlinghouse argued that companies with businesses dependent only on retail crypto trading were more vulnerable to market downturns, while institutional adoption could prove more resilient — a structured Ripple followed with its RLUSD stablecoin, partnering with major Wall Street corporations like BlackRock (BLK) and BNY Mellon (BNY), to name a few.Garlinghouse also said the hype around agentic payments may be ahead of reality, arguing that corporate treasurers are unlikely to give AI agents unrestricted access to major company accounts without significant safeguards and accountability measures.<h2 class="st-heading-2">On The CLARITY Act</h2>The CEO also chimed in on the clarity act, stating that while Ripple has already gotten what he referred to as legal clarity around XRP after its year-long battle with the Securities and Exchange Commission (SEC), the crypto industry needs a comprehensive regulatory framework in the U.S. He added that a federal judge has ruled that XRP "in and of itself" is not a security, but <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ripple-garlinghouse-cftc-crypto-panel-olympic-roster/cZYQ7cQRJVF">argued that the broader industry</a> still needs clearer rules.“Crypto was anti-regulation, which is the exact opposite,” he said, rejecting the idea that the industry wants to operate in a regulatory “Wild West”. Adding on to it, Garlinghouse says that Ripple holds about 75 licenses globally and said that the company had aggressively supported the Clarity Act because regulatory clarity was needed for the entire industry. “I really do think we have to not let perfection be the enemy of good,” said the CEO, arguing that the bill previously moving through Congress was positive and had not materially changed.<h2 class="st-heading-2">CLARITY Act On Hold</h2>His remarks come as the contested Clarity Act remains a politically divisive issue in Washington. The bill is intended to establish a federal regulatory framework for digital assets, but its prospects have been clouded by disagreements over ethics provisions and other safeguards. A procedural vote in the Senate is expected to be on September 15.<a href="https://stocktwits.com/coins/ripple">XRP’s price</a> was trading at around $1.39, up 0.8% in the last 24 hours. On Stocktwits, retail sentiment around XRP dropped to ‘neutral’ from the ‘bullish’ zone, while chatter dropped to ‘normal’ from ‘high’ levels over the past day. &nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/steve-eisman-ai-trade-openai-anthropic-tech-selloff/cZYMZxnRJr9">'Big Short' Steve Eisman Warns AI Trade Hinges On OpenAI, Anthropic: 'The Whole Tech Space Sells Off' If Spending Slows</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Brad Garlinghouse, CEO, Ripple, on Centre Stage during day three of Collision 2022 at Enercare Centre in Toronto, Canada. (Photo By Stephen McCarthy/Sportsfile for Collision via Getty Images)

Ripple CEO Slams AI Layoff 'Excuses' As Firm Targets More Than 2x Revenue Growth

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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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