SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 miss, softer search and advertising growth, and heavy AI infrastructure spending that pushed free cash flow negative are driving the selloff, despite strong Google Cloud growth. Traders are split between worries that spending and search disruption will pressure returns and views that the cloud expansion makes the pullback a buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which weighed on cash flow, drove a sharp selloff and sparked debate over whether the investment will earn adequate returns. Traders are split between viewing the drop as an overreaction given strong Google Cloud growth and worrying about spending, search competition, and weaker cash generation.

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

Attention centers on positive Phase 2 lifileucel results in previously treated metastatic lung cancer and the potential to extend Iovances TIL platform beyond melanoma. Traders are excited about the broader opportunity and speculate about a short squeeze, while others caution that the market reaction may fade and focus on the detailed data and commercial execution.

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

A quarterly earnings miss and softer forward guidance for contracted-revenue growth overshadowed continued revenue growth and a raised AI sales target, prompting a sharp selloff. Traders disagree on whether the decline is an overreaction to a small miss or a justified reset amid slowing growth, high valuation, and concerns that AI could pressure software companies.

Bausch Health Cos., Inc. engages in the development, manufacture and market of a range of branded, generic and branded generic pharmaceuticals, medical devices and over-the-counter products. It operates through the following segments: Salix, International, Solta Medical, Diversified Products, and Bausch + Lomb. The Salix segment consists of sales in the U.S. of GI products. Sales of the Xifaxan product line. The International segment comprises of sales, except for sales of Bausch + Lomb products and Solta aesthetic medical devices, outside the U.S and Puerto Rico of branded pharmaceutical products, branded generic pharmaceutical and OTC products. The Solta Medical segment refers to global sales of Solta Medical aesthetic medical devices. The Diversified Products segment covers sales in the U.S. of pharmaceutical products in the areas of neurology and certain other therapeutic classes, generic products, ortho dermatologic, and dentistry products. The Bausch + Lomb segment are global sales of Bausch + Lomb vision care, surgical and ophthalmic pharmaceuticals products. The company was founded on March 29, 1994, and is headquartered in Laval, Canada.

Bausch Health Companies Inc

Bausch Healths stronger-than-expected Q3 results and raised outlook are driving a sharp rally, with traders discussing whether the move can hold near resistance. Optimism over improving performance and debt reduction is tempered by concerns about the companys heavy leverage, while some traders are taking profits and speculating about the value of its Bausch + Lomb stake.

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 triggered a sharp selloff despite beating estimates and raising its overall outlook, as traders focused on slowing product growth, weaker service-revenue guidance, and margin pressure. The community is split between calling the reaction excessive given the headline results and arguing that decelerating growth and a previously high valuation justified the repricing; the drop is also weighing on cybersecurity peers.

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

Reports that Marvell is in advanced talks to acquire Lumentum have fueled attention, with traders debating the strategic value of Lumentums AI-data-center optics and whether Marvell can finance a deal of that scale. No agreement is final, and skepticism about the rumor, deal terms, and potential dilution has driven sharp, volatile reactions.

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 expectations, with accelerating Azure growth and stronger cloud demand reinforcing the view that AI investments are generating revenue; lower-than-expected capital spending also eased some investor concerns. Traders largely welcomed the results and contrasted them favorably with Alphabets report, while others questioned free-cash-flow pressure and whether the after-hours gains would hold.

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 update and CEOs estimate of roughly 2.5 years to a potential VK2735 launch prompted frustration over the commercialization timeline, cash burn, and whether management will pursue a partnership or go it alone. Some traders view the timeline as realistic while remaining bullish on the obesity-drug pipeline and Phase 3 progress.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Positive clinical updates are driving attention, particularly Phase 3 results for Amgens IMDELLTRA combination in small-cell lung cancer and dazodalibep in Sjgrens disease; traders see the readouts as support for pipeline growth, alongside upbeat earnings discussion and new-high momentum.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$NBIS Microsoft&#39;s earnings report is a breath of fresh air. For $NBIS, it&#39;s a godsend, as the $17.4B contract with them may be just the beginning

John

BigCheeze

Alessio

KO_99

Eddie

Michelle Arcaro

Kewen Wang

James

jimmiti VonDoge

Bennito

StockTwits for iOS

Nebius Group N.V. 

 Microsoft's earnings report is a breath of fresh air. For 

, it's a godsend, as the $17.4B contract with them may be just the beginning

@Michaela4m also, MSFT’s continued CapEx growth and compute needs likely means they exercise their option ($2BN option; total contract of $19.4BN) with NBIS for additional compute and potentially increase even add more beyond this. Given pricing has increased since execution, I can’t see how MSFT doesn’t exercise this option. Anything additional above the option can reasonably be assumed to be at today’s pricing.

 also, MSFT’s continued CapEx growth and compute needs likely means they exercise their option ($2BN option; total contract of $19.4BN) with NBIS for additional compute and potentially increase even add more beyond this. Given pricing has increased since execution, I can’t see how MSFT doesn’t exercise this option. Anything additional above the option can reasonably be assumed to be at today’s pricing.