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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 strong long-term revenue growth, a path to positive free cash flow, and a limit on additional capital raises helped drive a sharp rally. Bulls welcomed the guidance as reassurance about AI infrastructure spending and financing, while skeptics questioned whether Oracle can execute and convert its backlog into cash.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Culper Researchs short report, alleging Cerebras wafer-scale chips may have a shorter useful life than disclosed and raising questions about their economics, is driving the selloff. Traders dispute the unverified claims and the short sellers motives, while anticipated insider share unlocks add to concerns about selling pressure.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Trian and its partners proposal to take Wendys private has driven attention and a sharp share-price jump. Many traders call the bid too low and expect the board to reject or seek better terms, while others see a possible floor or further offers; the proposal is not a completed deal.

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 prespecified 80th event, triggering final analysis ahead of preliminary topline results expected this quarter. The announcement was followed by a sharp selloff: traders debate whether it reflects sell-the-news profit-taking or concern about the binary data readout, while bullish holders view the milestone as progress toward results for GPS in AML.

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 earnings are the main focus, with traders watching Azure growth and whether AI infrastructure spending is translating into revenue and returns; the voluntary buyout offer is also prompting questions about costs and the scale of the AI buildout. Views are split between hopes for a strong report and concerns that high expectations and spending could weigh on the stock, even if results beat estimates.

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 quarterly earnings are the dominant focus, with traders weighing cloud and AI growthincluding reports that OpenAI may buy Google TPUsagainst concerns about heavy AI spending and possible weakness in search. Bulls see the AI and cloud business as an opportunity, while bears fear capex will outpace returns; the reported TPU interest is a positive talking point but its final terms remain uncertain.

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 upcoming quarterly earnings report is the dominant focus, with traders weighing its enterprise AI adoption and subscription growth against high expectations and the risk of cautious guidance. The pre-report pullback has prompted speculation about leaks, but others view it as profit-taking or de-risking; reactions to past post-earnings declines add to the debate.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics earnings and lowered outlook are driving attention: traders are focused on an expected fourth-quarter sales decline and reduced full-year guidance, with the company citing lingering cyberattack disruption and pricing pressure. The community is split between viewing the selloff as an overreaction to a temporary setback and seeing the weak outlook and managements explanations as signs of deeper business challenges.

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. 

A rebound across AI neocloud stocks after a steep selloff is driving attention, with optimism about AI-compute demandreinforced by Anthropics infrastructure commitments and strong SK Hynix resultssupporting the move. Traders are celebrating the bounce and speculating about short covering, while others remain concerned about debt, financing needs, dilution, and high valuations.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Feds decision to hold rates steady, alongside hawkish dissent and inflation concerns, is driving QQQ discussion. Traders are split between viewing the hold as supportive for equities and fearing higher yields or a future hike, with many describing the market reaction as choppy and hard to read.

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I’ve paused my DCA on this but it is time to turn it back on. LFG 🫦