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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

Nvidias selloff is being tied to the boards investigation into CEO Jensen Huangs relationship with a business executive suspected of Chinese intelligence ties, raising concerns about governance, export-control exposure, and whether Huang could leave. Traders are split between expecting further downside while the investigation unfolds and viewing the drop as an overreaction or buying opportunity, with some pointing to Nvidias AI-chip demand and upcoming earnings.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines earnings sparked a sharp selloff despite a revenue beat and higher full-year revenue outlook, as traders focused on gross-margin compression and unchanged profit guidance amid increased costs and investment. The community is divided between calling the drop an overreaction to a strong-growth quarter and warning that weaker margins and the debt burden raise concerns about converting growth into profit.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is drawing attention after its Q3 report and analyst downgrades, with traders focused on launch delays, the later path to commercial service, and the added cost and execution risk of Blacklift. Bulls point to government and Japan-related funding and the long-term service opportunity, while skeptics question whether the company can deploy satellites quickly enough without further funding pressure.

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 quarterly report brought a sharp selloff as an unexpected loss, weaker profitability outlook, margin pressure and a sequential subscriber decline overshadowed revenue growth. Traders are split between concerns about execution and profitability and dip-buyers betting that the upcoming Peptides+ launch can support a recovery.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals strong quarterly results and higher 2026 outlook are drawing attention, alongside its plan to pursue off-grid power for AI data centers. Traders are divided: some see the results and AI opportunity as bullish, while others say the CEOs focus on a long-term venture distracted from near-term LNG prospects and question the muted share-price response amid perceived short pressure.

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 Desks quarterly earnings beat and stronger outlook sparked a sharp rally that quickly faded after managements cautious tone and signs of weak underlying growth. Bulls point to the results and expanded buyback authorization as evidence of a turnaround, while bears question the quality and durability of growth and criticize managements credibility.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly results and raised outlook are driving attention, with traders also citing bullish analyst upgrades. The community is largely upbeat about growth and improving profitability, but reactions are split over volatile post-earnings trading and whether the stock can sustain its gains.

Legend Biotech Corp. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, manufacturing, and commercialization of novel therapies for oncology and other indications. The firm develops advanced cell therapies across a diverse array of technology platforms, including autologous and allogeneic chimeric antigen receptor T-cell, gamma-delta T cell and natural killer cell-based immunotherapy. It operates through the following geographical segments: United States of America, China, and Other. The company was founded in 2014 and is headquartered in Bridgewater, NJ.

Legend Biotech Corp - ADR

Legend Biotech

Legend Biotechs quarterly results triggered a sharp selloff despite a reported beat, with traders pointing to slowing CARVYKTI growth, flat U.S. sales and managements cautious framing of 2027 expectations. The community is split between viewing the drop as a sell-the-news reaction after a strong run-up and seeing the outlook as a sign that growth may be cooling.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

A sharp selloff with no confirmed company-specific trigger is driving discussion, as traders speculate about institutional liquidation and weak Chinese consumer-credit conditions. Some holders are averaging down on valuation and a hoped-for recovery in loan quality, while others remain concerned about credit losses, governance, and continued selling pressure.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

Fears that Anthropics AI tools could replace products from Microsoft and other software companies are reviving the SaaS apocalypse debate and weighing on software sentiment. Some traders warn of disruption, while others argue established platforms can incorporate AI rather than be displaced; no specific product impact is established here.

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