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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 earnings miss and higher AI infrastructure spendingraising concerns about negative free cash flow and slower Search and ad growthare driving the selloff discussion. Traders are divided between those worried about spending and pressure on Search monetization and those calling the reaction excessive, pointing to strong Cloud growth and investment-related losses that they view as non-operational.

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 non-small-cell lung cancer has driven attention, with traders focused on the therapys potential beyond melanoma. The community is largely enthusiastic about the larger market opportunity, while some remain cautious about the detailed results, the regulatory path, and a possible sell-the-news reaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results missed expectations, and heavy AI infrastructure spending, weaker cash flow, and slowing Search and ad growth have raised concerns about whether AI investments can generate adequate returns. Traders are split between viewing the selloff as an overreactionpointing to strong Cloud growthand fearing pressure on profits and Search monetization.

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

SELLAS said its Phase 3 REGAL AML trial reached the 80th event, triggering final analysis, with preliminary topline results expected this quarter; the update disclosed no survival benefit. Traders debated the sharp selloff, with bulls treating it as a buying opportunity ahead of the binary readout and bears emphasizing the risk that the trial may fail.

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 dominate discussion, though no deal is final. Traders debate whether the move would strengthen Marvells AI-data-center optics business or burden shareholders with costly financing and dilution.

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 Azure growth accelerating and AI demand supporting the cloud outlook; capital spending came in below estimates, partly because of delayed capacity deliveries. Traders largely welcomed the results and compared them favorably with Alphabets report, though some questioned cash-flow pressure and the durability of the initial share gains.

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 triggered a sharp selloff as an earnings miss and a slower outlook for near-term contracted revenue growth overshadowed stronger revenue and raised AI targets. Traders are split between viewing the reaction as an overdone reset and worrying that slowing growth, high expectations, and AI disruption threaten the software business.

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

LITE is drawing attention over reports that Marvell is in advanced talks to acquire it, a potential deal tied to demand for scarce optical components used in AI data centers. Traders see strategic value in the combination but debate whether Marvell can finance it without substantial dilution or debt; no agreement has been confirmed, and the rumor has fueled volatile trading.

Intellia Therapeutics, Inc. is a biopharmaceutical company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia shares are drawing attention alongside other gene-editing stocks after the FDA proposed a pathway that could streamline development of personalized gene-editing treatments. Traders are debating how directly the draft guidance benefits NTLA, while also focusing on lonvo-zs regulatory path and the stocks sharp volatility.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms AI-chip supply and financing arrangements tied to Anthropic, alongside the companys IPO filing and analyst upgrades, have renewed focus on its AI demand outlook. Bulls see the deal as added visibility for custom-chip demand, while skeptics question the financing structure and Broadcoms exposure to equipment values; traders also debate whether the recent rebound can overcome the stocks prolonged weakness.

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$SKYD will need multiple rounds of additional capital raises, likely in the form of dilution, because the cost of borrowing is very high, especially for an already overly-levered entity like SKYD. 
 
Meanwhile, $NFLX is a cash cow- cash-flow positive with billions in cash already. 
 
The fact that NFLX is in a 50% drawdown is a net positive, IMO.

$NFLX obviously oracle and skydance are doing better you guys are in terrible position skydance is coming for Netflix’s head. people will continue to cope down to the 50s I thought it was a overreaction to earnings and it would be back to 70 any day now LMAOOOO

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Skydance Corp. - Ordinary Shares - Class B

 will need multiple rounds of additional capital raises, likely in the form of dilution, because the cost of borrowing is very high, especially for an already overly-levered entity like SKYD. 
 
Meanwhile, 

 is a cash cow- cash-flow positive with billions in cash already. 
 
The fact that NFLX is in a 50% drawdown is a net positive, IMO.