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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 ESMO clinical data are driving attention, especially frontline melanoma results for lifileucel plus pembrolizumab and early activity in soft-tissue sarcoma, which traders view as evidence the treatment could extend beyond its current melanoma use. Reactions are mixed: bullish traders emphasize the durable responses and broader opportunity, while skeptics point to small study cohorts and a muted sell-the-news response, with attention also turning to commercial execution and upcoming lung-cancer data.

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 and outlook sparked a sharp selloff, as traders focused on the earnings miss, negative free cash flow and plans for significantly higher AI-related capital spending. Some see the spending and cash burn as a risk, while others point to strong cloud growth and view the drop as a buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results and higher AI infrastructure spending sparked a selloff, with traders focused on earnings and revenue misses, negative free cash flow, and concerns about slowing search growth despite strong Cloud performance. The community is split between fears that AI spending and competition threaten returns and buyers who see the decline as an overreaction to an otherwise strong 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 quarterly earnings beat expectations, with accelerating Azure growth and stronger guidance; lower-than-expected capital spending also eased concerns about the cost of its AI buildout. Traders largely praised the results, while others questioned cash flow and whether the initial share-price pop would hold.

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 mixed Q3 report sparked a sharp selloff, as an earnings miss and softer forward contract-growth outlook outweighed revenue growth and an increased AI-contract target. Traders disagree on whether the reaction signals slowing momentum and AI-related risks or is an overreaction to strong underlying demand and AI bookings.

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 said its Phase 3 REGAL trial of GPS reached the prespecified event threshold, triggering final analysis ahead of topline results expected this quarter. The shares fell sharply after the milestone, with bullish traders viewing the decline as a sell-the-news move while skeptics emphasized that the trial outcome remains uncertain.

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 are driving attention, though no deal has been finalized. Traders are split between enthusiasm over a potential takeover premium and skepticism about the report and Marvells ability to finance the acquisition.

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 Q3 update and conference call are driving discussion, especially the CEOs indication that commercialization of VK2735 remains years away and uncertainty over whether the company will partner, sell assets, or launch independently. Many traders are frustrated and concerned about cash burn and future dilution, while others point to the advancing Phase 3 program, positive maintenance data, and cash runway as reasons to remain bullish.

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 fueled attention, though traders stress that no deal is confirmed. The community is split between seeing a strategic boost to AI data-center optics and worrying about the financing, debt, and potential dilution for MRVL shareholders.

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

Intels upcoming quarterly earnings report is the dominant focus, with traders debating whether AI infrastructure demand and server-CPU growth can support strong results and guidance. Bullish expectations are countered by concerns about margins, foundry execution and a possible sell-the-news reaction.

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Aerospace/Defense showing early signs of a reversal. The Bullish% has reversed up from oversold levels below 30 (signal typically strengthens on a move back above 30). Weekly RS distribution still has the sector average negative at –16.50, but clear leadership is emerging. Strongest RS and recent relative performance: $LMT (already 100+ and leading both the 7- and 30-day lists after the earnings beat + raised guidance). Next tier: $SAIC and $AMTM. Others on the turn include $NOC, $KBR, $CDRE, $LDOS, and $PSN.STILL a selective recovery inside a weak sector... watching whether the new columns of X’s continue to build and whether Bullish% can reclaim 30.

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Lockheed Martin Corp.

Science Applications International Corp.

Amentum Holdings Inc.

Northrop Grumman Corp.

KBR Inc

Cadre Holdings Inc

Leidos Holdings Inc

Aerospace/Defense showing early signs of a reversal. The Bullish% has reversed up from oversold levels below 30 (signal typically strengthens on a move back above 30). Weekly RS distribution still has the sector average negative at –16.50, but clear leadership is emerging. Strongest RS and recent relative performance: 

 (already 100+ and leading both the 7- and 30-day lists after the earnings beat + raised guidance). Next tier: 

, and $PSN.STILL a selective recovery inside a weak sector... watching whether the new columns of X’s continue to build and whether Bullish% can reclaim 30.