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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 contracted-revenue growth outlook overshadowed revenue growth and higher AI targets. Traders are split between viewing the outlook and AI disruption risks as signs of a growth slowdown and calling the drop an overreaction, with some buying the dip while others expect more downside.

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 upcoming quarterly report is drawing attention as shares weaken amid concern that heavy AI infrastructure spending could pressure free cash flow, especially after Alphabets earnings reaction. Traders are split between optimism about AWS growth and fears that capex or guidance could disappoint; the report is also seen as a potential signal for the broader tech market.

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

IOVAs updated lung-cancer trial results triggered a sharp selloff: the overall response rate was broadly unchanged, while a small biomarker-selected subgroup showed a stronger response, raising questions about market scope, durability and the path to approval. Traders are split between viewing the subgroup findings as a promising precision-treatment strategy and seeing them as a setback that could narrow the opportunity or delay development; many also criticized managements presentation and prior expectations.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks upcoming earnings report and guidance are the dominant focus, with traders weighing whether AI-driven NAND and enterprise-storage demand can support continued growth. Bulls point to strong results and tight-supply signals from memory peers, while bears warn that high expectations, sector weakness and a possible sell-the-news reaction could pressure the shares even after a beat.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing attention ahead of its quarterly earnings report, with traders split between hopes for a strong beat and concern that even good results could be met with a selloff if guidance disappoints. The pre-report weakness is also being discussed amid broader pressure on chip stocks after Samsung missed profit expectations and Microsoft and Alphabet reported lower-than-expected capital spending.

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 post-earnings selloff is being tied to weaker-than-expected results, negative free cash flow amid heavy AI investment, and slower Search growth that has raised questions about AI monetization. Traders are divided between viewing the drop as an overreaction and a buying opportunity, and worrying that search competition and sustained cash burn could pressure the business; strong Cloud growth is a counterpoint.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits Q3 earnings report is the dominant focus as the stock faces heavy selling into the results. Traders are divided: bears worry about U.S. user growth, Googles AI-driven search changes and the lack of new data-licensing deals, while bulls expect resilient results and a possible rebound.

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 of advanced talks to acquire Lumentum have driven attention to Marvell, with traders focused on the potential strategic fit in AI data-center optics but worried about the deals cost, financing and possible shareholder dilution. The talks remain unconfirmed and no final deal terms have been disclosed.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results missed expectations, with slowing Search and advertising growth and heavy AI infrastructure spending that pushed free cash flow negative, driving a sharp selloff despite strong Cloud growth. Traders are divided between calling the drop an overreaction and buying the dip, and warning that AI-driven changes to Search monetization and sustained spending could pressure returns.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs Q3 results and outlook prompted a sharp rally, with traders highlighting improved profitability and cash flow despite continued revenue pressure. Many frame the move as a possible short squeeze, while skeptics point to BetterHelps weakness and question whether the gains can hold.

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$CCJ In my opinion, $UUUU, $UEC, $NXE, $CCJ and $DNN are approaching a significant multi-month bottom. The remarkable correlation across major uranium equities suggests sector-wide valuation compression rather than isolated fundamental deterioration. Following months of substantial selling pressure, several stocks are trading near important technical support levels. I am extremely optimistic about the sector&#39;s recovery potential over the coming months. Structural uranium demand, global nuclear expansion and strategic supply-chain diversification provide compelling long-term catalysts. While technical confirmation is still required, I believe the current environment offers increasingly attractive conditions for a sustainable recovery. My outlook remains strongly bullish. The comeback train is getting ready to leave the station!

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 are approaching a significant multi-month bottom. The remarkable correlation across major uranium equities suggests sector-wide valuation compression rather than isolated fundamental deterioration. Following months of substantial selling pressure, several stocks are trading near important technical support levels. I am extremely optimistic about the sector's recovery potential over the coming months. Structural uranium demand, global nuclear expansion and strategic supply-chain diversification provide compelling long-term catalysts. While technical confirmation is still required, I believe the current environment offers increasingly attractive conditions for a sustainable recovery. My outlook remains strongly bullish. The comeback train is getting ready to leave the station!

Patryk Markowski

@KarkoSide  questions is when? Do we need to loss more before it goes up? Or wait and see after October? December for sure not good for us. But November and January is a

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  questions is when? Do we need to loss more before it goes up? Or wait and see after October? December for sure not good for us. But November and January is a