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Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances announcement of positive Phase 2 lifileucel results in previously treated metastatic NSCLC, alongside a precision-medicine update, has driven attention and an after-hours surge. Traders are broadly bullish on the potential to expand beyond melanoma, while some caution that detailed results and their regulatory implications remain to be seen; short-squeeze and acquisition talk is speculative.

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 sharp post-earnings selloff, as investors focused on weaker-than-expected earnings and advertising, slowing Search growth, and heavy AI infrastructure spending that drove negative free cash flow. Traders are split between viewing the drop as a buying opportunity given strong Cloud growth and worrying that rising capex and AIs effect on Search monetization could weigh on returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which weighed on cash flow, have prompted concerns about whether future returns will justify the outlay, despite strong Google Cloud growth. Traders are divided between selling over profitability and search-growth worries and viewing the selloff as an overreaction or buying opportunity.

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 quarterly results sparked a sharp selloff: an earnings miss and slower expected growth in contracted revenue outweighed stronger revenue and a raised AI target. Traders are divided between calling the drop an overreaction and seeing it as a warning about high valuation, slowing growth, and AI disruption risks.

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 is in advanced talks to acquire Lumentum are driving attention, with traders weighing the strategic fit in AI data-center optics against concerns about financing, dilution, and whether a deal will materialize. The talks remain unconfirmed as a final agreement, and the discussion reflects sharp swings between buyout optimism and skepticism.

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 driven discussion, with traders weighing the strategic value of optical components for AI data centers against financing, dilution, and deal uncertainty. Some view the potential combination as a boost to Marvells AI infrastructure position, while others see the cost and shareholder impact as reasons for caution.

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 better-than-expected quarterly results, led by accelerating Azure growth and strong AI/cloud demand, drew attention, with lower-than-expected capital spending also reassuring investors. Traders contrasted its results with Alphabets weaker market reaction, though some questioned cash-flow pressure and whether Microsofts initial post-earnings gains would hold.

ProShares Trust II - ProShares Ultra VIX Short-Term Futures ETF 1.5x Shares

ProShares Ultra VIX Short-Term Futures ETF

UVXY is drawing attention as traders look for volatility exposure amid concerns about Iran, oil, rising yields and a possible market pullback. The debate centers on its muted or uneven response to market stress: some are buying it as a hedge or betting on a volatility spike, while others emphasize contango and decay and favor shorting rallies.

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 beating headline estimates and raising its outlook, as traders focused on slowing product growth, weaker service guidance and margin pressure amid high expectations. Some view the drop as an overreaction and a buying opportunity, while the selloff has also weighed on other cybersecurity stocks.

iShares Trust - iShares China Large-Cap ETF

iShares China Large-Cap ETF

Chinas prolonged equity-market decline, with traders citing a deepening bear market, weak domestic demand and deflation, and ongoing property-market stress. Sentiment is mostly bearish, though some investors argue beaten-down Chinese shares may offer value or be nearing a bottom.

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$MGTX  we have a BIG problem here.     Shares short has skyrocketed to 6.4mm shares .   That’s a 79% increase since mid August.    Shares are only down ~40%.  That means longs are staying put and shorts are pressing.   I’ve shown concern for shorts in the past , but now I’m really worried for them.   Any positive news can trigger a short squeeze and shares would pump 50% higher.     Oh boy , I hope for the sake of those shorts we don’t get any good news anytime soon!!!

Mike Long

slinghook67

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MeiraGTx Holdings plc

  we have a BIG problem here.     Shares short has skyrocketed to 6.4mm shares .   That’s a 79% increase since mid August.    Shares are only down ~40%.  That means longs are staying put and shorts are pressing.   I’ve shown concern for shorts in the past , but now I’m really worried for them.   Any positive news can trigger a short squeeze and shares would pump 50% higher.     Oh boy , I hope for the sake of those shorts we don’t get any good news anytime soon!!!

Mark

@Bogy99 I just hope their pets will be okay.

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Ernest Worthing

@Bogy99 I have full confidence that MGTX will prove to be a generational stock. My only problem is I don&#39;t know when.  At least the good news seems to be that by mid-2027 we should have readouts, we should have filings, and everything should be there so that proof of concept should be definitively proven to Big Pharma. I think with GLP-1 potential it gets taken out.

 I have full confidence that MGTX will prove to be a generational stock. My only problem is I don't know when.  At least the good news seems to be that by mid-2027 we should have readouts, we should have filings, and everything should be there so that proof of concept should be definitively proven to Big Pharma. I think with GLP-1 potential it gets taken out.

Meira

@MGTX well they have cured a form of pediatric blindness.  Not many / any other firms can say that.

 well they have cured a form of pediatric blindness.  Not many / any other firms can say that.