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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 triggered a sharp selloff as investors focused on softer Search and advertising performance, an earnings miss, and heavy AI infrastructure spending that pushed free cash flow negative, despite rapid Google Cloud growth. Traders are divided between viewing the spending and pullback as a buying opportunity and worrying that weaker search monetization and continued cash burn could weigh on the stock.

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 that it will present positive Phase 2 lifileucel results in previously treated metastatic lung cancer, alongside a precision-medicine update, has driven the after-hours move and dominated discussion. Traders are excited about expanding TIL therapy beyond melanoma and speculate about short covering, while others caution that the detailed data and its regulatory implications still need to be assessed.

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 results sparked a sharp selloff as an adjusted-earnings miss and slower next-quarter contracted-revenue growth guidance overshadowed revenue growth and a raised AI target. Traders are split between calling the drop an overreaction given AI momentum and seeing it as a warning about slowing growth, high valuation, and AI disruption risks for software.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and aggressive AI infrastructure spending, which weighed on cash flow, are driving concern about whether the investment will generate sufficient returns. Traders are split: bears cite spending, slowing Search growth, and AI competition, while bulls point to strong Cloud growth and see the selloff as an overreaction.

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

Reported advanced talks to acquire Lumentum are driving attention, with traders debating whether the deal would strengthen Marvells AI data-center optics position or create significant financing, debt, and dilution risks. The talks remain unconfirmed, and reactions range from viewing the pullback as a buying opportunity to questioning the deals cost and strategic rationale.

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

Reported advanced talks for Marvell to acquire Lumentum have put the stock in focus, with traders weighing the strategic appeal of combining AI-data-center optics and networking against doubts about the rumor, deal financing, and whether the sharp move will hold.

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 results beat expectations, with accelerating Azure growth and strong AI-driven cloud demand supporting a positive reaction. Traders also debated whether lighter-than-expected capital spending and continued pressure on free cash flow temper the outlook; the initial after-hours rally faded for some.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Concern over Upbit removing JASMY trading pairs is weighing on sentiment, with some traders fearing further delistings while others argue the change is limited and continue buying the dip. The discussion also reflects frustration with weak price action and doubts about the projects progress.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A semiconductor rebound, fueled by strong SK Hynix results and optimism about AI-memory demand, is lifting SOXL. Traders are celebrating the bounce while debating whether concerns about hyperscaler spending and AI profitability could trigger another sharp reversal in the leveraged ETF.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets quarterly report sparked a sharp selloff despite headline earnings and revenue beats and higher full-year guidance; traders focused on decelerating product growth, softer billings momentum, margin pressure, and a trimmed service-revenue outlook after a steep run-up. The community is split between calling the reaction excessive and buying the dip, and arguing that valuation and signs of slowing growth warranted a repricing; the drop also weighed on other cybersecurity stocks.

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$NVDA Securing the AI chip and memory supply chain isn’t just good for NVIDIA, it’s also strategic for our country and the broader public.  
  
When companies like NVIDIA lead the AI infrastructure stack, it keeps critical technology development anchored in the US, supports high skill jobs and strengthens the country’s leadership in the next industrial platform.

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 Securing the AI chip and memory supply chain isn’t just good for NVIDIA, it’s also strategic for our country and the broader public.  
  
When companies like NVIDIA lead the AI infrastructure stack, it keeps critical technology development anchored in the US, supports high skill jobs and strengthens the country’s leadership in the next industrial platform.