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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 raised full-year outlook, driven by BRIUMVI sales growth, are the main focus, alongside the upcoming Phase 3 readout for a subcutaneous version of the drug. Traders are debating the sharp earnings-related pullback and recovery, with bulls emphasizing stronger guidance and commercial momentum while others question the muted share-price response.

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 heavy call activity and speculation that small caps are benefiting from a broad market squeeze, possibly on hopes of easing Iran-related risks and inflation. Bulls are chasing momentum, while skeptics question the moves strength, citing thin volume and limited inflows.

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

Axons quarterly results and reduced full-year outlook, tied largely to delayed federal Dedrone deployments, have driven a sharp selloff. Traders are split between buying the dip on continued growth and a strong business franchise, and staying cautious over the guidance cut, high valuation, and profitability concerns.

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 connect its weakness to renewed China-related scrutiny after reports of an Nvidia board investigation involving CEO Jensen Huang, though concerns about spillover to Super Micro remain speculative. The debate contrasts strong recent results and a low valuation with lingering governance, cash-flow and margin concernsand frustration that the stock has lagged peers.

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SpaceX Faces Talent Drain As 50+ xAI Staff Reportedly Exit For Meta, Thinking Machines

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The departures, which include layoffs, firings, and voluntary exits, primarily involve staff working on xAI’s Grok large language models, The Information reported.


SpaceXAI Takes Off: Elon Musk Consolidates AI Empire Ahead Of Massive IPO

The move, posted on X, comes hours after SpaceX and xAI revealed a major compute-sharing agreement with Anthropic.


Intel Announces New Blueprint For Agentic AI Tool With SambaNova Shortly After Terafab Deal

The design will combine GPUs for prefill, SambaNova reconfigurable dataflow units for high throughput decode, and Intel’s Xeon 6 processors. 

SpaceX Files Confidentially For IPO, Setting Stage For Record-Breaking Market Debut: Report 

SpaceX’s expected IPO could place it among the most valuable U.S. companies, nearing the valuation Saudi Aramco achieved during its record $29 billion debut.


SpaceX IPO Buzz Builds: Analysts Highlight Rare Opportunity And Rising Retail FOMO

Analysts say the potential $75B debut could become one of the most sought-after listings in market history.

SpaceX IPO Prospectus Almost Here? Gary Black Warns It Could Steal Tesla's Investors

The SpaceX IPO could raise over $75 billion, potentially making it the largest U.S. listing ever and exceeding last year's total IPO proceeds.

Elon Musk Says He Won't Profit From OpenAI Lawsuit — Even As Judge Questions Massive $134B Damages Claim

Musk's expert witness claims his $38 million donation accounted for up to 75% of OpenAI's not-for-profit value. While a California judge called the number unconvincing, a jury will now decide the outcome.

TSLA Stock Loses Steam: Elon Musk Admits Tesla ‘Was Not Built Right First Time’ Amid Deepening SpaceX-xAI Ties

The move comes as Musk deepens links across Tesla, SpaceX and xAI ahead of a potential SpaceX IPO.

Tesla Reportedly Receives Clearance For Turning xAI Investment Into SpaceX Stake 

Bloomberg reported the update on Thursday, citing a filing with the US Federal Trade Commission which lists Tesla as an acquirer of a stake in Tesla CEO Elon Musk’s rocket manufacturer company SpaceX.


Michael Burry Fires Back At Elon Musk In AI Warfare Debate — Says Palantir Is ‘Overpromising,’ Not Anthropic

The exchange comes amid reports that Anthropic’s Claude AI is being used in Palantir’s Maven system to analyze data and prioritize military targets.

Bullish Sentiment

<ul class="summary-bullets"><li>All 11 of xAI’s original co-founders have now departed the company, according to the report.</li><li>The exodus follows the all-stock acquisition that merged Elon Musk’s xAI into his rocket manufacturing firm SpaceX.</li><li>Meta and Thinking Machines Lab have been among the most active recruiters of the former xAI talent.</li></ul><p>More than 50 researchers and engineers have reportedly left xAI to join other tech firms, such as Meta Platforms and Thinking Machines Lab, since SpaceX acquired the artificial intelligence startup in February.</p><p>The departures, which include layoffs, firings, and voluntary exits, primarily involve staff working on xAI’s Grok large language models, The Information <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/spacexai-exodus-50-recent-exits-meta-thinking-machines-hire-staff?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&amp;utm_campaign=RTSU%3A%28FINAL%29+The+Spa&amp;utm_content=13357&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=9262&amp;rc=prcjzy">reported</a>. All 11 of xAI’s original co-founders have now departed the company, according to the report.</p><h2 class="st-heading-2">SpaceX-xAI Merger</h2><p>The exodus follows the all-stock acquisition that merged Elon Musk’s xAI into his rocket manufacturing firm SpaceX, creating one of the world’s most valuable private companies.</p><p>The Information noted that leaders of teams working on coding, world models, and Grok voice left the company earlier this month. The exits have effectively brought down the number of researchers at xAI from 200 as of late last year, the report said, while noting the culture of extreme overwork was a factor that likely contributed to the exits.</p><h2 class="st-heading-2">Who Is Hiring?</h2><p>Meta and Thinking Machines Lab have been among the most active recruiters of the former xAI talent, offering substantial compensation packages, as per the report. Several alumni have also joined other frontier AI labs or launched their own ventures.</p><p>According to the report, Meta has hired at least 11 researchers and engineers from xAI since February, while Thinking Machines has roped in at least seven people over the same timeframe. Claude-parent Anthropic, meanwhile, hired at least two former xAI employees this year.</p><h2 class="st-heading-2">Musk’s Vision For SpaceX</h2><p>Earlier this month, Musk said that xAI will be dissolved as a standalone company and fully integrated into SpaceX, rebranding its AI efforts as SpaceXAI.</p><p>The renaming comes as SpaceX prepares for one of the largest initial public offerings in history. The company is targeting a mid-2026 IPO — possibly as early as June — with valuations discussed in the $1.75 trillion to $2 trillion range.</p><h2 class="st-heading-2">How Do Retail Traders Feel?</h2><p>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SPACEX">SPACEX</a> trended within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.</p><p>Meanwhile, sentiment around META stayed within the ‘bullish’ territory over the past 24 hours while message volume stayed at ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/META">META stock</a> has fallen 6% over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/aard-stock-plummets-after-hours-as-cardiac-safety-concerns-trigger-fda-hold-on-late-stage-program/cZXSEPUReSj">AARD Stock Plummets After Hours As Cardiac Safety Concerns Trigger FDA Hold On Late-stage Program</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Tesla, SpaceX and X CEO Elon Musk arrives to the inauguration of U.S. President-elect Donald Trump in the Rotunda of the U.S. Capitol on January 20, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

The departures, which include layoffs, firings, and voluntary exits, primarily involve staff working on xAI’s Grok large language models, The Information reported.

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