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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, as investors focused on softer Search and advertising performance, rising AI infrastructure spending, and negative free cash flow despite strong Google Cloud growth. Traders are divided between concerns that spending and AI-driven search changes could pressure returns and views that the reaction is overdone and the dip is a buying opportunity.

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 a webcast on positive Phase 2 lifileucel results in previously treated metastatic non-small cell lung cancer is driving attention, along with an update on precision-medicine opportunities for its TIL platform. Traders are optimistic about expansion beyond melanoma, while short-squeeze and buyout claims remain speculation; the announcement did not disclose detailed lung-trial results.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which pressured cash flow, are driving the selloff; traders are also questioning whether search can withstand AI competition. The reaction is divided between concern over spending and slowing search growth and dip-buying optimism centered on rapid Google Cloud growth and the companys AI prospects.

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 as Azure and cloud growth accelerated, while lower-than-expected capital spending eased concerns about the cost of its AI buildout. Traders initially cheered the results, but some questioned whether the rally would hold and debated free cash flow and continued AI spending.

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 quarterly earnings miss and softer outlook for near-term contracted revenue growth triggered a sharp selloff, despite stronger revenue trends and an increased AI-sales target. Traders are split between viewing the drop as an overreaction to a modest miss and seeing it as evidence of slowing growth, rich valuation, and broader risks to software from AI; weakness in other software and tech names added pressure.

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 trending ahead of its quarterly earnings, with traders weighing hopes for stronger server-CPU demand or foundry customer wins against concerns about margins and foundry losses. The discussion also links pressure on the shares to uncertainty over hyperscaler AI spending, with sharply divided views on whether the report will lift the stock or trigger another selloff.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Alphabets earnings miss and heavy AI infrastructure spending sparked concerns about cash flow and the returns on AI investment, with traders blaming the report for weighing on QQQ and other tech shares. The community is split between viewing the pullback as an overreaction and warning that AI-spending worries could pressure the index further; the Feds rate hold and upcoming inflation data add to the uncertainty.

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

VKTXs Q3 results and earnings call drew attention to the wider-than-expected loss and the CEOs roughly 2.5-year timeline to a potential VK2735 launch. Traders criticized the delay and lack of partnership clarity, while bullish voices pointed to advancing Phase 3 trials and argued the drugs long-term potential warrants patience.

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 driven attention, but no agreement is confirmed. Traders are debating the potential strategic value against financing and dilution concerns, with skepticism about the rumor contributing to sharp, volatile swings.

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

Wendys is drawing attention after Trian and its partners made an unsolicited proposal to take the company private, which an independent board committee is evaluating. Traders largely call the offer too low and speculate about a higher or competing bid and a short squeeze, while others doubt a deal will happen or see limited upside at the proposal price.

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$APLD This feels exactly like the “Saaspacolypse” narrative but for neoclouds, when the narrative dies just like it did with SaaS (look how ServiceNow rocketed back) the gains are huge especially if you’re buying in at these levels.  But I get there’s tons of people on here sitting with a $30 + average. Holding through will likely be the right move though

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 This feels exactly like the “Saaspacolypse” narrative but for neoclouds, when the narrative dies just like it did with SaaS (look how ServiceNow rocketed back) the gains are huge especially if you’re buying in at these levels.  But I get there’s tons of people on here sitting with a $30 + average. Holding through will likely be the right move though

@codex0112 it’s rough right now to see it fall so fast but it will turn around

 it’s rough right now to see it fall so fast but it will turn around