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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 updated Phase 2 lifileucel data in metastatic non-small cell lung cancer is driving discussion: the overall response rate was broadly consistent with prior results, while a small biomarker-defined subgroup showed a higher response rate. Traders are split between seeing promise in that subgroup and worrying that it narrows the potential market and leaves questions about durability and the regulatory path, amid a sharp selloff.

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 missed expectations, and investors focused on slowing Search and advertising growth alongside negative free cash flow and heavy AI infrastructure spending, despite strong Cloud growth. Traders are divided between viewing the selloff as an overreaction and buying the dip, and worrying that AI is weakening Search monetization and that the spending may not deliver returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results missed expectations, and heavy AI infrastructure spending alongside weaker Search and advertising growth raised concerns about cash flow and whether AI can be monetized enough to justify the investment. Traders are split between viewing the selloff as an overreaction given strong Cloud growth and fearing that AI competition is eroding Search while returns on spending remain uncertain.

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 and accelerating Azure growth drew attention, with traders viewing strong cloud guidance as evidence that AI demand is translating into revenue. The bullish reaction was tempered by concerns over heavy AI infrastructure spending and the companys bond offering, and shares gave back some of their initial 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 report triggered a sharp selloff as an earnings miss and softer Q4 contracted-revenue growth outlook overshadowed revenue growth and a higher AI target. Traders disagree on whether the reaction is excessive given the companys AI momentum or justified by slowing forward growth, rich valuation and concerns that AI could disrupt enterprise software; pressure also spread to SaaS peers.

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, unfinalized talks to acquire Lumentum have focused attention on the stock. Traders are divided: some see strategic value in securing optical components for AI data centers, while others worry about the deals size, financing, and potential shareholder dilution.

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

Norwegians quarterly earnings beat and raised full-year outlook have driven attention, with traders also citing stronger bookings and the CFO transition as positive signs. Optimism over a potential turnaround and short covering is tempered by concerns about weaker near-term guidance, still-pressured yields, fuel costs and debt; some traders note the post-results gains have faded amid profit-taking.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillars Q3 results sparked a sharp selloff despite an earnings beat and record backlog, as the company held its full-year sales outlook instead of raising it; traders also questioned operating costs and the quality of earnings after tariff recoveries. Some see the drop as a reaction to lofty expectations and valuation, while others view continued demand and backlog strength as reasons to buy the dip.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly drew attention after quarterly results topped expectations and the company raised its full-year revenue outlook, led by strong Mounjaro and Zepbound demand; traders largely celebrated the beat and outlook upgrade. Some cautioned that profit guidance was trimmed and debated Foundayos launch and competition in the obesity-drug market.

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

Fortinets quarterly results beat expectations and lifted its overall revenue outlook, but shares sold off sharply as traders focused on slowing product growth and a lower services revenue outlook. Bulls view delayed service activations as a timing issue and the reaction as excessive, while bears argue the growth deceleration and valuation justified a reset.

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$VG looks like Larson and Thayer up to their usual traitor activities. Dumped another million shares. Dheads

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Venture Global Inc

 looks like Larson and Thayer up to their usual traitor activities. Dumped another million shares. Dheads

Sensei

@Kaizan I can’t see this… Is there another form 4 out?

 I can’t see this… Is there another form 4 out?