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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 C

Alphabets earnings report missed revenue and profit expectations, prompting a sharp selloff as traders focused on heavy AI infrastructure spending, weaker cash flow, and softer Search and ad results. Strong Google Cloud growth is a counterpoint for bulls buying the dip, while bears argue that AI spending may not deliver returns quickly enough.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results disappointed on earnings and several core businesses, while strong Google Cloud growth was outweighed by concerns about AI infrastructure spending and weakening free cash flow, prompting a sharp selloff. Traders are divided between viewing the reaction as an overreaction and buying opportunity, and worrying that cash burn, search pressure, and spending levels could weigh on the company.

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 quarterly report drew attention after a slight EPS miss and a slower forward cRPO growth outlook, despite beating revenue expectations and raising full-year guidance. Traders are divided over whether the sharp selloff reflects justified concern about decelerating growth and high expectations or an overreaction to otherwise strong results and AI momentum.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Feds rate hold, two hawkish dissents and Chair Warshs comments drove choppy QQQ trading, with traders debating whether inflation risks point to future hikes. Alphabets earnings and concerns about AI spending added pressure on tech, while Microsofts stronger results provided a counterpoint.

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 earnings beat expectations, with accelerated Azure and cloud growth and lower-than-expected capital spending driving an initial after-hours rally. Traders are debating whether the strong cloud results outweigh concerns about weaker free cash flow and backlog, with some expecting the gains to fade amid broader scrutiny of AI investment returns.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles investor-day outlook for rapid long-term growth, a path to positive free cash flow, and limits on additional fundraising drove a sharp rally. Bulls welcomed greater clarity on financing its AI infrastructure buildout, while skeptics questioned whether the ambitious projections can be delivered and pointed to debt, spending, and the risk of the gains fading.

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

SELLASs Phase 3 REGAL trial reached its 80th event, triggering final analysis ahead of preliminary topline results expected this quarter; the milestone does not reveal whether the trial met its endpoint. The announcement was followed by a sharp selloff, with traders split between viewing it as profit-taking after an anticipated catalyst and worrying about the pending binary readout.

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 post-earnings selloff is driving the discussion: traders note that results and guidance beat expectations, yet the stock fell sharply, with some blaming valuation and weaker gross margins. Reactions are split between calling the drop excessive and treating it as a broader pullback in cybersecurity and software stocks.

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

Nvidias weakness relative to other chip stocks is being linked by traders to reports of DOJ scrutiny of its planned Hugging Face deal, while worries about hyperscaler spending and Google TPUs competing with Nvidia GPUs add pressure. The discussion is divided between frustration over the stocks lagging performance and confidence that AI demand and upcoming earnings can support the 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 is rebounding with other neocloud stocks as traders refocus on AI infrastructure demand, citing Anthropics large compute commitments, strong cloud spending, and SK Hynixs results. Bulls see the move as renewed validation of the AI buildout and point to possible short covering, while skeptics remain concerned about volatility, debt, and the cost of expansion.

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