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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 triggered a sharp selloff as investors focused on softer Search and advertising performance, an earnings miss, and heavy AI infrastructure spending that pushed free cash flow negative, despite rapid Google Cloud growth. Traders are divided between viewing the spending and pullback as a buying opportunity and worrying that weaker search monetization and continued cash burn could weigh on the stock.

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 that it will present positive Phase 2 lifileucel results in previously treated metastatic lung cancer, alongside a precision-medicine update, has driven the after-hours move and dominated discussion. Traders are excited about expanding TIL therapy beyond melanoma and speculate about short covering, while others caution that the detailed data and its regulatory implications still need to be assessed.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and aggressive AI infrastructure spending, which weighed on cash flow, are driving concern about whether the investment will generate sufficient returns. Traders are split: bears cite spending, slowing Search growth, and AI competition, while bulls point to strong Cloud growth and see the selloff as an overreaction.

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 results sparked a sharp selloff as an adjusted-earnings miss and slower next-quarter contracted-revenue growth guidance overshadowed revenue growth and a raised AI target. Traders are split between calling the drop an overreaction given AI momentum and seeing it as a warning about slowing growth, high valuation, and AI disruption risks for software.

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.

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

Reported advanced talks for Marvell to acquire Lumentum have put the stock in focus, with traders weighing the strategic appeal of combining AI-data-center optics and networking against doubts about the rumor, deal financing, and whether the sharp move will hold.

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 first-quarter results beat expectations, with accelerating Azure growth and strong AI-driven cloud demand supporting a positive reaction. Traders also debated whether lighter-than-expected capital spending and continued pressure on free cash flow temper the outlook; the initial after-hours rally faded for some.

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 debate whether geopolitical tensions, rising oil and bond yields, and market weakness will trigger a sustained volatility spike. Bulls see it as a short-term hedge, while many traders argue contango and the funds futures-based structure can cause it to decay and diverge from spot VIX, favoring shorting rallies.

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 Q3 update and earnings call drew attention to the CEOs estimate that VK2735 could take about two and a half years to reach commercialization, alongside continued Phase 3 progress and a larger quarterly loss. Many traders criticized the timeline and managements lack of clarity on a partnership or sale, while bullish voices focused on the drugs potential and positive maintenance data.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Concern over Upbit removing JASMY trading pairs is weighing on sentiment, with some traders fearing further delistings while others argue the change is limited and continue buying the dip. The discussion also reflects frustration with weak price action and doubts about the projects progress.

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$SLS Now things get intetesting.  
 
Database lock. Any exclusivity NDAs kick in. So we’re at the point where BP could be seeing data in the coming days/weeks. 
 
Interested to see what happens - I wouldn’t be surprised to receive an initial BO offer PR being put to SH. Or topline could come first. Let’s see…

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SELLAS Life Sciences Group Inc

 Now things get intetesting.  
 
Database lock. Any exclusivity NDAs kick in. So we’re at the point where BP could be seeing data in the coming days/weeks. 
 
Interested to see what happens - I wouldn’t be surprised to receive an initial BO offer PR being put to SH. Or topline could come first. Let’s see…

@DW1991 i think topline first with earnings early nov

 i think topline first with earnings early nov