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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results sparked a selloff as investors focused on an earnings miss, negative free cash flow and plans for significantly higher AI-related capital spending. Traders are split between concerns about cash burn and pressure on Search and advertising, and the view that strong Cloud growth and long-term AI investment make the decline an overreaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and concerns about rising AI spending, weaker free cash flow, and slowing search advertising drove heavy selling. Traders are divided between viewing the spending and competition risks as signs of a weakening business and seeing strong Google Cloud growth as a reason the selloff is overdone.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed Q3 results sparked a sharp selloff: an earnings miss and softer Q4 guidance for contracted-revenue growth raised concerns about decelerating growth and a high valuation, despite revenue growth and stronger AI metrics. Traders are split between viewing the reaction as an overreaction to a still-growing business and seeing it as a justified reset amid broader skepticism toward software stocks and AI-driven competition.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly results beat expectations, with accelerating Azure growth and lower-than-expected capital spending driving an after-hours rally. Traders debated whether strong cloud demand showed AI spending is paying off, while others pointed to cash-flow concerns and the stocks quick pullback after its initial jump.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports that Marvell is in advanced talks to acquire Lumentum have sparked debate, though traders note no deal is confirmed. Some see strategic value in AI data-center optics, while others worry about acquisition costs, debt or dilution and the stocks reaction.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is drawing attention around its Q3 results and conference call, with investors focused on VK2735s Phase 3 progress and the companys path to commercialization. Many criticize managements lack of clarity on partnering versus going it alone and worry about cash burn, dilution, and a long wait for data, while others remain bullish on the pipeline and available cash.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports that Marvell may be in advanced talks to acquire Lumentum are driving attention, with traders debating whether the rumored deal is credible and how Marvell could finance it. The takeover remains unconfirmed, and reactions range from enthusiasm over a potential premium to skepticism about the price and deal feasibility.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Attention centers on the upcoming Q3 report and whether POET can show progress turning its Lumilens optical-engine program and customer qualification into production shipments. Bulls see potential in AI-photonics demand, while skeptics cite limited disclosed commercial progress, disputed interpretations of the partnership, and the stocks persistent weakness.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets quarterly results triggered a sharp selloff despite headline beats, as traders focused on slowing product and billings growth, a weaker service outlook, and cautious commentary on the earnings call. The community is split between calling the reaction an overreaction and buying the dip versus arguing that high valuation and softer growth expectations justify further downside.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS said its Phase 3 REGAL trial of the AML vaccine GPS reached the 80th event, triggering final analysis ahead of preliminary topline results expected this quarter. Shares fell sharply despite the milestone, with traders debating a sell-the-news reaction and profit-taking versus the risk that the still-blinded trial may not meet its survival endpoint.

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