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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 is driving attention, with managements plans for AI-related spending to peak and decline, growth to become self-funded, and capital raises to be limited fueling a sharp rally. Bulls see the outlook as easing cash-flow and financing concerns, while skeptics remain wary of Oracles debt and ability to execute.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Culper Researchs short report alleging Cerebras wafer-scale chips may have a shorter useful life than disclosed is dominating discussion, with traders debating whether the claims expose real technology and business risks or are an unverified short-seller attack timed around share unlocks. Some bulls point to the Oracle cloud partnership as a counterweight, while bears remain concerned about the reports allegations and potential selling pressure from newly unlocked shares.

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 prespecified 80th event, triggering final analysis of GPS, with topline results expected later this quarter. The milestone was followed by a sharp selloff: some traders call it a sell-the-news reaction and see the long trial duration as encouraging, while others emphasize that efficacy remains unknown and the upcoming readout is a binary risk.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The Feds decision to leave interest rates unchanged, despite two officials favoring a hike and inflation remaining elevated, is driving SPY discussion. Traders are split between relief over the hold and concern about a possible future hike, while describing price action as choppy and difficult to trade.

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 proposed a cash take-private bid, lifting shares. Traders are divided over whether the offer undervalues the company and will face pushback or a higher counterbid; others view it as support for the stock, though the deal is not assured.

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

ServiceNow is drawing attention ahead of its quarterly earnings report, with traders focused on subscription growth, cRPO, AI monetization and guidance. Views are split between optimism about its enterprise AI opportunity and concern that high expectations or a softer outlook could prompt another post-earnings selloff; leak claims remain speculation.

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 fiscal first-quarter earnings are the main focus, with traders watching Azure growth and whether AI revenue can justify rising data-center spending. The community is split between optimism about cloud demand and concern that heavy capexand buyout offers to roughly 60,000 eligible employeesmay pressure returns or signal cost-cutting.

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 C

Alphabets upcoming quarterly results are dominating discussion, with traders focused on whether cloud and AI growth can justify heavy infrastructure spending and ease concerns about free cash flow and search. Sentiment is sharply divided between expectations for strong cloud results and a potential AI-chip sales boost, including reports that OpenAI may buy Google TPUs, and fears that higher capital spending or weaker search trends could weigh on the shares.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics earnings report and weaker outlook, including an expected fourth-quarter sales decline, have driven attention; traders cite lingering cybersecurity disruption and pricing pressure despite a quarterly revenue beat. The sharp selloff and rebound have fueled debate between dip-buyers calling the reaction excessive and skeptics questioning management and the companys near-term growth.

Genmab A/S is an international biotechnology company, which engages in the development of human antibody therapeutics for the treatment of cancer and other diseases. Its product pipeline includes daratumumab, marketed as DARZALEX for the treatment of certain indications of multiple myeloma, teprotumumab-trbw marketed as TEPEZZA for the treatment of thyroid eye disease, and ofatumumab, marketed as Arzerra for the treatment of certain indications of chronic lymphocytic leukemia. The company was founded by Donald Lee Drakeman, Florian Schonharting, and Jan G. J. van de Winkel on June 11, 1998, and is headquartered in Copenhagen, Denmark.

Genmab - ADR

Genmab shares are surging after its Phase 3 LiGeR-HN1 trial of petosemtamab plus Keytruda met both primary endpoints in head and neck cancer, including a reported 50% reduction in the risk of death versus Keytruda alone. Traders are celebrating the data-driven breakout, while others warn the sharp rally may reflect pipeline euphoria and could be vulnerable to a pullback.

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$SPY $DIA $QQQ bulls always have like unlimited get out of jail free cards

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QQQ is drawing attention after an AI- and semiconductor-led rebound, with traders pointing to SK Hynixs strong results and memory-demand outlook ahead of the Fed decision and major tech earnings. Bulls see the rally continuing, while skeptics call it a relief bounce or trap and warn that hawkish Fed commentary or earnings could reverse the move.

 bulls always have like unlimited get out of jail free cards