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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 sparked a sharp selloff discussion, as investors weighed an earnings miss, slower Search and advertising growth, and heavy AI infrastructure spending that pressured free cash flow against surging Cloud growth. Traders are split between viewing the drop as an overreaction and buying the dip, or worrying that AI could erode Search monetization and that the spending may not deliver returns soon enough.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and outlook for heavier AI infrastructure spending have prompted a sharp selloff, with traders focused on negative free cash flow and whether AI investments can earn adequate returns as search growth slows. Strong Google Cloud growth has led some investors to call the drop an overreaction and buy the dip, while others see rising costs and AI competition as reasons for further downside.

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 non-small cell lung cancer, alongside a precision-medicine update, is driving attention and an after-hours rally. Traders are broadly enthusiastic about expanding the TIL therapy beyond melanoma, while debating how strong the detailed data and regulatory implications will be; short-squeeze and buyout talk remains speculative.

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 results and outlook beat expectations, led by accelerating Azure growth and strong AI-related cloud demand, while capital spending came in below market expectations. Traders welcomed the results and compared them favorably with Alphabets report, though some questioned the ongoing AI investment burden and the initial after-hours gains faded.

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 contract-growth guidance overshadowed stronger revenue and an increased AI outlook, prompting a sharp selloff. Traders are split between calling the reaction excessive given continued growth and viewing the guidance slowdown, high valuation, and AI disruption risk as reasons for caution.

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 of Marvell being in advanced talks to acquire Lumentum are driving attention, but no final deal has been confirmed. Traders are split between seeing strategic value in Lumentums AI-data-center optics business and questioning the reports credibility, financing, and potential upside as the stock swings sharply.

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, with the wider-than-expected loss and CEOs roughly two-and-a-half-year commercial launch timeline for VK2735 drawing criticism. Traders debate whether the progressing obesity-drug trials and cash runway justify patience or whether slow commercialization, potential dilution, and uncertainty over a partnership versus going it alone undermine the outlook.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Alphabets earnings miss and heavy AI infrastructure spending have raised concerns about profitability and pressured tech sentiment, with traders saying the selloff is weighing on QQQ. The community is split between viewing the move as an overreaction and expecting broader weakness if doubts about AI spending persist.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins pullback and choppy trading near a closely watched support zone are driving discussion, with traders debating whether the weakness signals a deeper decline or a temporary dip. Some cite the Federal Reserves rate decision as a source of uncertainty, while bullish voices argue the price is holding up and see the dip as an accumulation opportunity.

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, with traders debating whether results and guidance will confirm demand from AI infrastructure and server CPUs or trigger another sell-off. Bullish sentiment also points to potential foundry wins and recent quantum and Oracle announcements, while skeptics cite margin and execution risks and warn that a strong report may already be priced in.

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Artiva Scraps Development Of Lead Drug Candidate After Patient Deaths — ARTV Stock Heads For Worst Session In Over 18 Months

$ARTV $XBI

https://stocktwits.com/news/equity/markets/artiva-scraps-development-of-lead-drug-candidate-after-patient-deaths/cZUe90FRBCW

Artiva said it would reduce its workforce by about 94% and has hired Leerink Partners to explore strategic options, including a merger and asset sale.

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Artiva Scraps Development Of Lead Drug Candidate After Patient Deaths - ARTV Stock Heads For Worst Session In Over 18 Months

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Artiva Biotherapeutics Inc

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Artiva Scraps Development Of Lead Drug Candidate After Patient Deaths — ARTV Stock Heads For Worst Session In Over 18 Months



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