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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 of positive Phase 2 lifileucel results in previously treated metastatic NSCLC, with a webcast planned to detail the data and precision-medicine strategy, is driving attention. Traders are enthusiastic about expanding TIL therapy beyond melanoma and speculate about short covering, while some caution that the announcement itself did not include the detailed results or establish an FDA path.

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 third-quarter earnings report and outlook sparked a sharp selloff, with traders focused on the earnings miss, heavy AI infrastructure spending and negative free cash flow despite rapid Google Cloud growth. The community is split between seeing the spending and pressure on search advertising as warning signs and treating the decline as an overreaction and buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which pressured profitability and cash flow, are driving attention despite strong Google Cloud growth. Traders are split between viewing the selloff as an overreaction and buying opportunity, and worrying that rising AI costs and competition threaten returns and Googles search 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 driving an initial rally. Traders welcomed evidence that AI demand is translating into cloud growth, but debated whether the gains would hold amid ongoing concerns about infrastructure costs and cash flow.

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 sparked a sharp selloff as an earnings miss and slower-than-expected forward contracted-revenue growth guidance outweighed stronger revenue and a raised AI outlook. Traders are divided between viewing the drop as an overreaction to a solid business update and seeing it as evidence of slowing growth, rich valuation, and broader risks to software from AI.

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

A report that Marvell is in advanced talks to acquire Lumentum has driven attention, though no agreement is final and some traders dispute the report or question whether Marvell can finance a deal. The takeover speculation has sparked a sharp, volatile move in LITE, with optimism about AI-data-center optics competing with concerns that the rally may fade.

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

SELLASs Phase 3 REGAL trial reached its prespecified 80th event, triggering database lock, unblinding and final analysis, with GPS topline results expected this quarter. Traders are divided after the sharp selloff: some call it profit-taking ahead of the readout, while others emphasize that the milestone does not establish whether the trial succeeded.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings quarterly results and conference-call comments have focused attention on VK2735s Phase 3 progress and the CEOs estimate that commercialization remains about 2.5 years away. Many traders are frustrated by the timeline and lack of partnership or buyout news, while others point to positive maintenance data and ongoing trials; concerns about cash burn and possible dilution also feature prominently.

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

Wendys shares are drawing attention after Trian and its partners made a non-binding cash proposal to take the company private, which the board is evaluating. Traders widely criticize the offer as too low and speculate about a higher or competing bid, while others warn that a deal is uncertain and see limited upside if the proposal is not improved.

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 have focused discussion on the potential deals financing, dilution and execution risks, versus its strategic value in AI data-center optics. The reports are unconfirmed and no agreement is final; traders are divided between viewing the acquisition speculation as a costly overreach and a way to strengthen Marvells position in AI infrastructure.

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$VZ $T $TMUS Strong results by T-mobile, solidifies growth across the telecom sector, all should fly tomorrow!

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 Strong results by T-mobile, solidifies growth across the telecom sector, all should fly tomorrow!

MRommel

@MRommel all three solid earnings.  only held down from the SpaceX news which realistically shouldn’t be much any longer considering thats what all we hear about every month.  Elon needs $SPCX merger  to save $TSLA stock price.

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SpaceX

 all three solid earnings.  only held down from the SpaceX news which realistically shouldn’t be much any longer considering thats what all we hear about every month.  Elon needs 

@Itzjussmee With all the other satellite companies competing with him it pretty much drowns him out, they all nèed to work with the big 3, if they try to go around they&#39;ll fail for sure.

 With all the other satellite companies competing with him it pretty much drowns him out, they all nèed to work with the big 3, if they try to go around they'll fail for sure.