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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 and outlook triggered a sharp selloff, with traders focused on the earnings miss, negative free cash flow, rising AI infrastructure spending and slower Search and advertising growth despite strong Cloud performance. The community is split between concerns about Search monetization and the payoff from spending, and dip buyers pointing to Cloud and Gemini growth and calling the drop an overreaction.

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, along with a precision-medicine update, has focused attention on the therapys potential beyond melanoma. Traders are broadly enthusiastic about the larger lung-cancer opportunity, while some caution that the detailed data and regulatory implications remain to be assessed and that the rally could face a sell-the-news reaction.

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

Marvells reported advanced talks to acquire Lumentum are driving discussion, though no deal is final. Traders are split between seeing a strategic boost to Marvells AI-data-center optics business and worrying about the acquisitions cost, financing, and potential shareholder dilution.

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 pre-specified 80th event, triggering final analysis, with preliminary topline results expected this quarter; the milestone disclosed no survival-benefit findings. Traders are split after the sharp selloff: some view the long trial timeline as encouraging and anticipate the readout, while others stress the binary risk and uncertainty around whether GPS met its endpoint.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which weighed on cash flow, prompted a sharp selloff and raised concerns about whether AI investment will earn adequate returns as Search and advertising growth slows. Traders are divided between viewing the drop as an overreaction given strong Cloud growth and seeing it as a warning about spending discipline and AI-driven pressure on Search.

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 quarterly results and softer forecast for near-term contracted growth triggered a sharp selloff, despite revenue growth and a higher AI-business target. Traders are split between viewing the drop as an overreaction and worrying that slowing growth, a demanding valuation, and AI disruption could pressure enterprise software.

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 key support area dominate the discussion, with traders debating whether weakness signals a deeper decline or a shakeout before a rebound. Fed uncertainty, midterm-related caution and geopolitical tensions are cited as risks, while dip buyers point to support holding and expect renewed demand.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention after a steep selloff carried shares to a new low, with traders focused on the companys weak financial outlook and its reliance on Trump. Most discussion is bearish, though some traders see the decline as a buying opportunity and debate whether midterm election results could affect the companys prospects.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp volatility and Strategys upcoming earnings are driving attention, with traders focused on the companys pause in Bitcoin purchases and its preferred-stock financing and dilution. The community is divided between dip buyers expecting a rebound and bears citing Bitcoin downside, dividends, debt, and dilution risks.

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

Lumentum is drawing attention after reports that Marvell is in advanced talks to acquire it, a potential deal that could strengthen Marvells position in AI data-center optics. Traders see strategic appeal for Lumentum but debate whether the reported talks will lead to a deal and how Marvell would finance it; neither company has confirmed a final agreement.

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RKLB Stock Climbs Overnight: Rocket Lab Touts $515M Military Push — 8 Of 18 Satellites In Production 

$RKLB $RKLX

https://stocktwits.com/news/equity/markets/rklb-stock-rocket-lab-515m-military-push-8-of-18-satellites-in-production/cZU9TA0RB69

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Rocket Lab is building key satellite systems in-house, including solar panels, radios, avionics and flight software.

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RKLB Stock Climbs Overnight: Rocket Lab Touts $515M Military Push - 8 Of 18 Satellites In Production

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Rocket Lab USA Inc

Defiance Daily Target 2X Long RKLB ETF

RKLB Stock Climbs Overnight: Rocket Lab Touts $515M Military Push — 8 Of 18 Satellites In Production 



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