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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

A weaker-than-expected earnings report, slowing Search and advertising growth, and heavy AI investment that pushed free cash flow negative drove GOOGLs sharp selloff, despite strong Cloud growth. Traders are split between calling the drop an overreaction and buying the dip, and warning that AI may erode Search monetization while rising spending pressures returns.

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

Updated lifileucel data in previously treated non-small-cell lung cancer drove attention: overall response remained around one-quarter, while a small biomarker-selected subgroup showed higher activity, alongside plans for further study and a planned 2027 filing. The sharp selloff reflects concerns that the results may support a narrower market, need prospective validation, and came with disappointing timelines or communication; others see the data as promising and the reaction as excessive.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results triggered a sharp selloff, with traders focused on slowing Search and ad growth alongside heavy AI infrastructure spending that is pressuring cash flow and raising questions about returns. Bulls call the drop an overreaction and point to Cloud and AI growth, while bears worry that AI competition will erode Search and that spending may not pay off.

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 and softer outlook for near-term contracted revenue growth sparked a sharp selloff, despite stronger revenue and raised AI targets. Traders are divided between calling the reaction an overdone response to a modest earnings miss and seeing slowing growth, valuation, and AI disruption risks as reasons for the drop.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons Q3 earnings report is the dominant focus, with traders watching AWS growth and whether heavy AI-related capital spending can translate into returns. Bulls expect cloud demand to support the results, while bears worry that rising capex and weak free cash flow could weigh on the stock even if the company beats expectations.

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 fiscal Q1 results beat expectations, with accelerating Azure growth and stronger-than-expected cloud guidance drawing bullish attention. Traders are divided as the shares gave back part of their initial gains: some see AI demand translating into growth, while others worry about heavy infrastructure spending, financing needs and broader pressure from Alphabets results.

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

Vikings quarterly update and the CEOs estimate that VK2735 could be about 2.5 years from launch have focused discussion on the long commercialization timeline, cash burn and potential dilution, with frustration over the lack of clarity on a partnership or sale. Some traders remain optimistic about the obesity-drug pipeline, ongoing Phase 3 trials and maintenance data, while Lillys strong results are cited as evidence of the market opportunity.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

A strong third-quarter earnings beat and raised full-year revenue outlook, driven by demand for Mounjaro and Zepbound, lifted LLY to a record high. Traders were broadly bullish, though some pointed to the lower adjusted EPS outlook from acquisition charges, Foundayos sales miss, and valuation and product-concentration risks.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar shares are selling off after its quarterly earnings beat, as revenue came in slightly below expectations and the company maintained rather than raised its annual outlook. Traders are divided between viewing the decline as a valuation reset after high expectations and seeing the record backlog and data-center power demand as evidence of resilient growth.

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

Lumentum is drawing attention after reports that Marvell is in advanced talks to acquire it, though no agreement or deal terms are confirmed. Traders are split between viewing the deal as strategic for Marvells access to scarce AI-data-center optical components and questioning its feasibility, financing, and potential shareholder dilution; LITEs move has also prompted profit-taking and skepticism about the rumor.

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$NFLX this is up because of $GOOG youtube ad miss.