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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

Reports of Jensen Huangs alleged relationshipsincluding one involving a company executive and another linked in reports to suspected Chinese intelligencehave fueled debate over board scrutiny and a possible CEO succession. Traders are split between buying the selloff on confidence in Nvidias business and fearing leadership, governance, and security uncertainty could weigh further on the stock.

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

Reports that Nvidias board is weighing Jensen Huangs future have fueled a rotation into AMD, with traders betting Nvidia customers or investment may shift toward competitors. The community is divided on whether the move signals lasting share gains or a temporary, sentiment-driven rally, noting Nvidias product lead and the risk that broader AI-sector weakness could weigh on AMD too.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs confirmed removal of Strategy from its indexes is driving concerns about passive-fund selling and weaker institutional demand, with traders divided over whether the impact is already priced in. Bitcoins decline and worries about share dilution add pressure, while bullish traders argue MSTR remains a long-term Bitcoin proxy.

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

Alibabas weakness is being linked by traders to China-tech pressure and concerns that tighter U.S. chip-export controls could hinder its AI ambitions; claims of a direct connection to the NvidiaMegaspeed allegations remain unverified. Bulls cite cloud growth, the proposed T-Head IPO, and potential Chinese support, while bears focus on the prolonged share-price slide and upcoming earnings.

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. 

With Nebiuss Q3 report in focus, CoreWeaves strong results have lifted sentiment toward AI cloud providers and helped drive optimism around Nebiuss growth prospects. Traders are divided over whether the rally has already priced in good results, with some also questioning the cost and financing of the companys expansion.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSTY is drawing attention amid weakness in its Bitcoin- and MSTR-linked exposure, alongside repeated concerns about shrinking weekly distributions and NAV erosion. Some holders are buying dips and focusing on income, while critics argue the payouts have not offset the funds price decline.

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

Strong quarterly results, raised guidance, and plans for lower-cost secured financing drove a sharp rally as traders saw evidence of resilient AI infrastructure demand. Debate remains over CoreWeaves heavy debt and interest burden, while unconfirmed reports about Nvidia CEO Jensen Huangs future fueled concern about the companys ties to its key chip supplier and contributed to a volatile pullback.

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 sustained pullback and weak performanceeven as equities reboundedhave traders debating whether support will hold or the decline has further to run. The community cites risk-off pressure, a stronger dollar and concerns about crypto demand, while some see the weakness as a buying opportunity; worries about Strategys possible index removal add to the selling-pressure debate.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos upcoming quarterly earnings are driving attention, with traders focused on whether AI infrastructure orders will translate into sustained revenue and cash flow, and what guidance says about margins and demand. Some expect strong results and a rebound, while skeptics warn that hyperscaler orders may be timing-sensitive and vulnerable to capex delays or cuts.

Pyth Network (PYTH) is a cryptocurrency launched in 2021and operates on the Solana platform. Pyth Network has a current supply of 9,999,981,857.422035 with 7,874,958,824.677648 in circulation. The last known price of Pyth Network is 0.06439487 USD and is down -2.80 over the last 24 hours. It is currently trading on 452 active market(s) with $36,378,639.86 traded over the last 24 hours. More information can be found at https://pyth.network/.

Pyth Network

Pyths approval to distribute NYSE market data is drawing attention as an expansion of its institutional data business; traders see it as supportive of the RWA and adoption case, while others remain frustrated by weak token performance and ask whether buybacks will help.

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