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Iovances announcement that it will present positive Phase 2 lifileucel results in previously treated metastatic NSCLC has fueled enthusiasm about extending its TIL therapy beyond melanoma. Traders are also speculating about the implications for the treatments potential and short positioning, while noting that detailed lung-cancer efficacy results have not yet been disclosed.

Alphabets quarterly earnings miss and heavy AI infrastructure spending sparked a sharp selloff, with traders focused on cash-flow pressure and concerns that AI is weakening search-ad monetization. Strong cloud growth has fueled dip-buying and long-term optimism, while skeptics question whether the investment will pay off and whether core search can sustain growth.

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which weighed on profits and cash flow, are driving the selloff and concern about whether the investment will pay off. Traders are split between viewing the drop as an overreaction given strong cloud growth and worrying about mounting costs, slower search growth, and AI competition.

Microsofts quarterly earnings beat expectations, with accelerating Azure growth and lower-than-expected capital spending driving an initial after-hours rally. Traders welcomed signs that AI demand is translating into cloud growth, while others questioned ongoing infrastructure costs and noted the rally later faded amid broader tech weakness.

ServiceNows mixed quarterly resultsan earnings miss and slower expected contract growth ahead, despite stronger revenue and a raised AI outlooksparked a sharp selloff. Traders are split between viewing the reaction as an overdone reset and worrying that high expectations, decelerating growth, and AIs threat to software could pressure the business.

Reports that Marvell is in advanced talks to acquire Lumentum are driving attention, though no deal is confirmed. Traders are weighing the strategic appeal of Lumentums AI data-center optics against doubts about financing, dilution and the rumors credibility, alongside volatile price action.

Wendys is drawing attention after Trian and partners made a non-binding cash proposal to take the company private, prompting a sharp share-price jump. Many traders call the offer too low and want the board to reject or negotiate a higher bid; others are speculating about a competing offer or a short squeeze, though no deal is assured.

Reported advanced talks to acquire Lumentum are driving discussion, with traders weighing the strategic fit in AI data-center optics against concerns about financing, dilution and deal cost. The acquisition remains unconfirmed, and views are split between those who see long-term AI infrastructure benefits and those who worry the transaction could pressure Marvell shareholders.

Fortinets quarterly results beat headline expectations and overall guidance was raised, but traders focused on weaker service-revenue expectations, pressure on gross margins, and signs of slowing growth, triggering a sharp post-earnings selloff that also weighed on cybersecurity peers. The community is split between calling the drop an overreaction and buying the dip, and arguing that high valuation made the disappointing revenue mix more consequential.

Vikings quarterly update and the CEOs estimate that VK2735 could take roughly two and a half years to reach market fueled debate over commercialization delays, cash burn and possible dilution. Critics want a partnership or sale, while bulls point to advancing Phase 3 obesity trials, positive maintenance data and the companys funding position.