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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 earnings miss sparked a sharp selloff as traders focused on slowing Search and advertising growth, heavy AI spending, and negative free cash flow despite strong Cloud growth. The community is split between viewing the drop as an overreaction and buying the dip, and worrying that search monetization pressures and spending could drive further declines.

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

IOVA sold off sharply after an expanded lung-cancer study update showed an overall response rate near 25%, with much stronger results in a biomarker-selected subgroup. Traders are split between viewing that subgroup as a promising precision-treatment opportunity and worrying that the narrower evidence, need for prospective validation, and potential approval delays weaken the broader commercial case; some also criticized managements communication.

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 forward contracted-revenue growth triggered a sharp selloff, despite stronger AI targets and revenue growth. Traders are split between calling the reaction an overreaction and viewing slowing contract growth, high expectations, and uncertainty about AIs impact on software as reasons for caution.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and steep selloff have focused discussion on slowing Search and ad growth, the possibility that AI tools are disrupting traditional search, and heavy AI spending that is weighing on cash flow. Traders are split between seeing an overreactionpointing to strong Cloud growthand questioning whether AI investments can generate enough returns to offset pressure on Search.

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 and accelerating Azure growth drove an initial post-report rally, but shares gave back much of the move. Traders debated whether the reversal reflected concerns about AI spending and a new bond offering, weakness in Alphabet and the broader tech market, or post-earnings trading dynamics; others viewed the cloud results and outlook as evidence that AI investment is translating into growth.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Lines quarterly earnings beat and raised full-year outlook have sparked a sharp rally, with traders viewing the results as evidence of improving performance. Bulls are discussing possible short covering, while others are taking profits and questioning whether the gains will hold.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles investor-day outlook, including a timeline for positive free cash flow and limits on additional funding, eased concerns about financing its AI infrastructure buildout and sparked a sharp rally. Traders remain divided over whether the company can deliver, with debt and execution risks weighing on confidence as the shares gave back some gains amid broader tech weakness.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas record Q3 sales and revenue, strong adjusted EBITDA, and upbeat outlook are driving attention, with traders reacting to the results despite an EPS miss. Bulls emphasize rapid unit growth, while bears question margin compression and the sustainability of profits tied to auto financing.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar shares are sliding after quarterly results beat earnings expectations but narrowly missed revenue estimates, while management left its full-year growth outlook unchanged despite a record backlog. Traders debate whether the selloff reflects stretched expectations and tariff-related profit support or creates a buying opportunity amid strong data-center power demand.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons upcoming quarterly earnings report is driving attention, with traders focused on AWS growth, AI-related capital spending, margins and cash flow. Views are split between hopes that strong cloud results will support the stock and concern that heavy spending could prompt a selloff like Alphabets post-earnings decline.

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$AXTI  AXT manufactures exclusively in China, exposing it to regulatory changes, mandatory environmental actions, and trade restrictions. China’s export restrictions on indium phosphide substrates, implemented February 4, 2025, and the timing of export permits remain uncertain. In Q1 2026, China accounted for 61% of revenue, while North America revenue fell 81.3% year over year; US tariffs reached 70% by March 2025. Customer concentration is also flagged as a continuing risk even after supply agreements with customers such as Lumentum and

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AXT Inc

  AXT manufactures exclusively in China, exposing it to regulatory changes, mandatory environmental actions, and trade restrictions. China’s export restrictions on indium phosphide substrates, implemented February 4, 2025, and the timing of export permits remain uncertain. In Q1 2026, China accounted for 61% of revenue, while North America revenue fell 81.3% year over year; US tariffs reached 70% by March 2025. Customer concentration is also flagged as a continuing risk even after supply agreements with customers such as Lumentum and

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@wisdom_trade $AXTI this guy is so totally Idiotic ravings; talking nonsense; a pipe dream.

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 this guy is so totally Idiotic ravings; talking nonsense; a pipe dream.