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Alphabets quarterly results missed expectations, with slower Search and advertising growth, negative free cash flow, and heavy AI infrastructure spending driving a sharp selloff. Traders are divided between viewing the drop as an overreaction given strong Cloud growth and worrying that rising capex and AIs impact on Search monetization will pressure returns.

Iovances announcement of positive Phase 2 lifileucel results in previously treated metastatic NSCLC, alongside a precision-medicine update, is driving attention as traders weigh the therapys potential beyond melanoma. Many are bullish on the larger lung-cancer opportunity and speculate about a short squeeze or faster FDA path, while others caution that the detailed data and regulatory implications remain uncertain and flag sell-the-news risk.

Alphabets earnings miss and heavy AI infrastructure spending sparked a sharp selloff, with traders concerned about negative free cash flow, the return on AI investment, and slowing Search and advertising growth. The discussion is split between bears warning that AI is pressuring the core business and bulls viewing the drop as an overreaction given strong Google Cloud growth.

ServiceNows earnings miss and softer outlook for near-term contracted revenue growth overshadowed stronger revenue and raised AI targets, driving a sharp selloff. Traders are split between calling the reaction an overreaction and seeing it as a warning about slowing growth, lofty valuation, and AIs threat to enterprise software.

Reports that Marvell is in advanced talks to acquire Lumentum have driven discussion, though no deal is final. Traders are split between seeing strategic value in securing scarce optical components for AI data centers and worrying about the deals cost, financing, and potential shareholder dilution.

Bitcoins pullback and choppy trading near a key support area dominate the discussion, with traders split between warnings of a deeper correction and claims that buyers are defending the dip. Many also point to uncertainty around the Fed, midterm elections, and geopolitical tensions as potential sources of volatility.

Microsofts quarterly results beat expectations, with accelerating Azure growth and strong cloud demand outweighing concerns about AI infrastructure spending. Traders largely welcomed the results and compared Microsoft favorably with Alphabet, though some questioned the lower-than-expected capex and the stocks fading post-earnings gain.

Bitcoins volatility and weakness are driving MSTR discussion, alongside scrutiny of Strategys upcoming earnings and balance-sheet strategy. Traders are debating the reported pause in Bitcoin purchases and preferred-share repurchases, with bears warning about dilution, dividend costs and liquidity while bulls continue to buy the dip.

SELLAS Phase 3 REGAL trial reached its 80th event, triggering final analysis of GPS, with topline results expected this quarter. The milestone was followed by a sharp selloff, prompting debate: bulls read the extended trial timeline as a possible sign of longer survival, while skeptics emphasize that the survival data remain unknown and the readout is a binary risk.

DJT is drawing attention after a steep selloff carried shares to a new low, with traders focused on the companys weak financial outlook and its reliance on Trump. Most discussion is bearish, though some traders see the decline as a buying opportunity and debate whether midterm election results could affect the companys prospects.