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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 NSCLC has driven attention and an after-hours move, though detailed efficacy results were not included in the announcement. Traders are optimistic about expanding beyond melanoma, while some urge caution pending the data; buyout and short-squeeze talk remains speculative.

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 shortfall and heavy AI infrastructure spending, which drove negative free cash flow, sparked a sharp post-earnings selloff despite strong Google Cloud growth. Traders are divided between calling the decline an overreaction and buying the dip, and worrying that rising costs and AI competition could pressure returns and Search monetization.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which weighed on profitability and cash flow, drove a sharp selloff despite strong Google Cloud growth. Traders are split between seeing the spending and search competition as risks and viewing the drop as an overreaction given cloud demand and the companys broader business.

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 lower-than-expected capital spending easing concerns about AI investment returns. Traders largely welcomed the results as evidence of strong cloud demand, though some questioned cash flow and the sustainability of the spending, and the initial share-price pop faded.

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, a potential deal that could strengthen Marvells position in AI data-center optics; no agreement is final. Traders are split between seeing strategic value and questioning the financing, dilution, and credibility of the report, amid volatile trading and profit-taking.

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 resultsan earnings miss and softer outlook for near-term contracted-revenue growth despite revenue growth and a higher AI targetsparked a sharp selloff. Traders are split between concerns about slowing growth, valuation and AI disruption to software, and views that the reaction is excessive given the companys continued growth and AI momentum.

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

A Trian-led groups unsolicited, nonbinding proposal to take Wendys private has driven attention to the stock. Many traders view the offer as too low and favor a rejection or higher counterbid, while others speculate about competing bids or a short squeeze; the board is reviewing the proposal, and no deal is assured.

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

Reported advanced talks to acquire Lumentum are driving the discussion; the potential deal could strengthen Marvells AI-data-center optics position, but traders are divided over its strategic benefits versus financing, debt, and dilution risks. The talks remain unconfirmed as a finalized agreement, with some traders treating the pullback as a buying opportunity.

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

Amazon is drawing attention ahead of its Q3 earnings report, with traders focused on whether AWS growth and margins can justify heavy AI and data-center spending. Bulls point to strong cloud demand and booked capacity, while bears worry that capex could weigh on cash flow before the investments pay off.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinet shares are under pressure after its quarterly report, despite beating headline expectations and raising its overall outlook; traders are focused on slower service growth, a reduced service-revenue forecast, and weaker gross margins amid a shift in product mix, as well as the stocks rich valuation after a strong run. The selloff has prompted debate between investors calling it an overreaction and buying opportunity and those who see the growth and valuation concerns as reasons for a repricing.

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$ANET one of only a few lungs that I have but it’s run up a decent amount the last week so it was due for a breather

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Arista Networks Inc

 one of only a few lungs that I have but it’s run up a decent amount the last week so it was due for a breather