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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 resignation and Colette Kresss appointment as interim CEO have driven debate over Nvidias leadership transition and whether the company can maintain its momentum without its longtime chief. Traders are split between viewing the uncertainty as a governance and execution risk and buying the sharp selloff on confidence in Nvidias underlying AI business.

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 are under pressure after its quarterly results, as traders focus on 2026 revenue guidance at the low end of the prior range, delayed capacity coming online and sharply higher planned capital spending, despite the revenue beat. Bulls argue customer prepayments and contracted demand help fund expansion, while bears worry about execution delays and potential financing or dilution; Nvidia-related volatility is also weighing on AI infrastructure stocks.

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 quarterly results and stronger revenue outlook are driving attention, with traders highlighting expanding orders and an earlier path to adjusted EBITDA break-even. The stocks weak reaction has split the community: bulls see growth and backlog strength, while skeptics focus on sharply lower gross margins, ongoing losses, and dilution concerns.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is under pressure as hotter-than-expected inflation has lifted Treasury yields and the dollar, strengthening expectations for Fed rate hikes and weighing on non-yielding gold. Traders are split between buying the sharp dip for a rebound and expecting further losses as rate pressures persist.

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 is under pressure amid traders concerns that alleged links to Megaspeed, a firm tied to the Nvidia spy investigation, could draw scrutiny or contribute to tighter U.S. restrictions on AI-chip access to China. The alleged Alibaba connection remains unconfirmed; some traders see the selloff as overdone, while others fear reduced access to Nvidia chips could weigh on its AI and cloud ambitions.

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

Cardinals sharp selloff is being tied to weak quarterly results, a steep margin squeeze, and withdrawal of its full-year outlook, which have intensified concerns about management and the planned Hughes Brothers acquisition. Some traders view the buyback authorization and cash position as potential support and call the drop excessive, while others remain wary of execution and capital-allocation risks.

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 Q3 report is driving attention, with traders focusing on record revenue and backlog, positive free cash flow, and its reaffirmed outlook; the results have sparked a bullish reaction and talk of a short squeeze. Others warn the gains could fade, pointing to continuing operating losses and the need to convert backlog into profitable delivery.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 results and outlook, along with enthusiasm for the R2 and the upcoming autonomy and AI event, are driving discussion. Bulls point to improving deliveries and product momentum, while skeptics cite cash burn, execution risks, and the stocks difficulty sustaining gains; some traders blame short selling for the weak price action.

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

Attention centers on the FDAs pending decision on Capricors deramiocel for Duchenne muscular dystrophy, with traders focused on the amended applications upper-limb function indication and the November 22 target date. Many are bullish on the HOPE-3 data and anticipate a short squeeze, while others stress that approval is uncertain, citing the earlier negative advisory committee vote on cardiomyopathy and the risk of a sharp move either way.

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 under pressure as traders react to Nvidia CEO Jensen Huangs reported personal scandal and leadership uncertainty, which they see weighing on AI hardware stocks given Super Micros close Nvidia ties. The community debates whether the drop is guilt by association or reflects SMCIs own governance and export-control concerns; speculation that Huang could join SMCI remains unconfirmed.

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