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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 earnings report triggered a sharp selloff, with slowing Search and advertising growth, weaker-than-expected results, and heavy AI investment weighing on sentiment despite strong Cloud growth. Traders are split between buying what they see as an overreaction and worrying that AI competition could pressure Search monetization while rising spending strains cash flow.

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 updated lung-cancer trial data is driving attention: the overall response rate remained around 25%, while a biomarker-selected subgroup showed a much higher response rate. Traders are divided between viewing the subgroup as evidence of a promising precision-treatment opportunity and worrying that the narrower population, need for further validation, and potentially longer path to approval undermine the opportunity; the update coincided with a sharp selloff.

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 earnings miss and softer outlook for near-term contract growth triggered a steep selloff, renewing concerns that growth is slowing and AI could disrupt enterprise software. Traders are split between viewing the reaction as warranted given high expectations and a sign of SaaS weakness, or an overreaction to an otherwise resilient business and growing AI demand.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and steep selloff have focused discussion on slowing Search and ad growth, the possibility that AI tools are disrupting traditional search, and heavy AI spending that is weighing on cash flow. Traders are split between seeing an overreactionpointing to strong Cloud growthand questioning whether AI investments can generate enough returns to offset pressure on Search.

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, driven by accelerating Azure growth, sparked an initial rally, but shares gave back much of the move. Traders debated whether strong cloud demand and AI monetization outweighed concerns about heavy infrastructure spending and new borrowing, while broader weakness in techespecially Alphabets post-earnings dropwas also blamed for pressuring the stock.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Lines quarterly earnings beat and raised full-year outlook have sparked a sharp rally, with traders viewing the results as evidence of improving performance. Bulls are discussing possible short covering, while others are taking profits and questioning whether the gains will hold.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas record Q3 sales and revenue, strong adjusted EBITDA, and upbeat outlook are driving attention, with traders reacting to the results despite an EPS miss. Bulls emphasize rapid unit growth, while bears question margin compression and the sustainability of profits tied to auto financing.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Traders are citing Compass Points reported Buy initiation as a catalyst, alongside optimism about PURRs exposure to the rising HYPE token. Bullish enthusiasm is tempered by concerns about share issuance and dilution limiting the stocks ability to track HYPEs gains.

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 quarterly earnings report is the dominant focus, with traders watching AWS growth, margins, capital spending and cash flow. Optimism about cloud demand competes with concern that heavy AI investment could pressure cash flow, while Alphabets post-earnings selloff has heightened caution.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

HHSs temporary enforcement-discretion policy allowing compounding of six peptides has fueled attention, with traders viewing Hims U.S. peptide manufacturing capabilities as a potential growth opportunity. The reaction is divided: bullish traders see a meaningful catalyst, while others note the policy is temporary and question how quickly Hims can launch and generate revenue, alongside frustration that shares remain range-bound.

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$PATH Now earnings just showed by you should invest in PATH: 1) NOW’s AI net-new annual contract value grew 65% year over year, million-dollar-plus AI deals increased 4.5×, and its year-end AI ACV target rose from $1.5BN to $1.7BN. That strengthens the commercial premise behind UiPath’s expansion into agents and orchestration. UiPath already has 18 of its 20 largest deals included AI last quarter.

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UiPath Inc

 Now earnings just showed by you should invest in PATH: 1) NOW’s AI net-new annual contract value grew 65% year over year, million-dollar-plus AI deals increased 4.5×, and its year-end AI ACV target rose from $1.5BN to $1.7BN. That strengthens the commercial premise behind UiPath’s expansion into agents and orchestration. UiPath already has 18 of its 20 largest deals included AI last quarter.