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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles investor-day outlookprojecting rapid cloud-led growth through fiscal 2030, a path to positive free cash flow, and limits on additional capital raisessparked a sharp rally. Bulls welcomed the growth and financing clarity and cited a short squeeze, while skeptics questioned whether long-range projections can be delivered and warned the gains could fade.

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 earnings report is the dominant focus, with traders watching Azure growth, AI spending and whether monetization can justify the infrastructure investment. Views are split between hopes for strong results and concerns about rising capital costs, margins and the voluntary employee buyout program, alongside fears of a sell-the-news reaction.

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 C

Alphabets upcoming earnings are the dominant focus, with traders watching Google Cloud and AI monetization against concerns about rising capital spending, free cash flow and pressure on Search. Bulls point to AI momentum and reported OpenAI interest in Googles TPUs, while bears worry that spending and search risks could outweigh cloud growth.

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

SELLAS REGAL Phase 3 trial reached its prespecified 80th event, triggering final analysis of GPS, but the milestone is not a results readout. Traders are divided over the sharp selloff: some view it as profit-taking or a sell-the-news reaction ahead of topline data, while others stress that the trials efficacy remains unknown and the outcome is binary.

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 upcoming quarterly earnings are the dominant focus, with traders watching subscription growth, cRPO, AI monetization and guidance after a strong run in the shares. Bullish investors point to enterprise AI demand and analyst optimism, while skeptics warn that high expectations and a broader rotation between software and AI hardware could weigh on the stock even if results beat estimates.

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

Trian and its partners proposal to take Wendys private is driving the surge, with traders treating the bid as a potential floor while debating whether it undervalues the company and should be rejected or raised. Speculation about a competing bid and a short squeeze is also prominent, but the offer is not a completed deal.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported DOJ scrutiny of Nvidias proposed Hugging Face deal is a key focus amid the stocks weakness, though some traders question the sourcing and others blame rotation into chip peers or Googles AI chips. The conversation is broadly bearish over NVDA lagging other semiconductors, with some traders still treating the pullback as a buying opportunity.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention after short seller Culper Research alleged its wafer-scale chips have shorter useful lives and higher operating costs than the companys disclosures suggest, raising questions about the business economics; the claims remain disputed. Traders also debate whether the selloff reflects the report or pressure from newly unlocked shares, while bullish voices point to Oracles planned cloud offering as support for Cerebras prospects.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Anticipation of Grand Theft Auto VIs planned launch is driving discussion, with traders debating whether blockbuster sales and future online monetization can lift Take-Two shares after weak performance. Bulls are buying the dip, while skeptics cite expectations already priced in and risks around leaks, piracy, release timing, and a possible sell-the-news reaction.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly earnings are the main focus, with traders weighing Google Cloud growth and AI spending against concerns about capital expenditures, free cash flow, and search competition. Sentiment is split between hopes for a strong beat and a reported OpenAI interest in Googles TPUs, and fears that heavier spending or weak guidance could pressure the stock.

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$PINS i see more similarities with $ETSY  (nice run btw, I wish I bought them instead) than $SNAP or $RDDT