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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 sparked a sharp post-earnings selloff, as investors focused on weaker-than-expected earnings and advertising, slowing Search growth, and heavy AI infrastructure spending that drove negative free cash flow. Traders are split between viewing the drop as a buying opportunity given strong Cloud growth and worrying that rising capex and AIs effect on Search monetization could weigh on returns.

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 NSCLC, alongside a precision-medicine update, has driven attention and an after-hours surge. Traders are broadly bullish on the potential to expand beyond melanoma, while some caution that detailed results and their regulatory implications remain to be seen; short-squeeze and acquisition talk is speculative.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which weighed on cash flow, have prompted concerns about whether future returns will justify the outlay, despite strong Google Cloud growth. Traders are divided between selling over profitability and search-growth worries and viewing the selloff as an overreaction or buying opportunity.

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 sparked a sharp selloff: an earnings miss and slower expected growth in contracted revenue outweighed stronger revenue and a raised AI target. Traders are divided between calling the drop an overreaction and seeing it as a warning about high valuation, slowing growth, and AI disruption risks.

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 better-than-expected quarterly results, led by accelerating Azure growth and strong AI/cloud demand, drew attention, with lower-than-expected capital spending also reassuring investors. Traders contrasted its results with Alphabets weaker market reaction, though some questioned cash-flow pressure and whether Microsofts initial post-earnings gains would hold.

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 to LITE, though no deal is final. Traders are split between expecting a takeover premium and questioning the reports credibility and whether the potential deals price would leave meaningful upside.

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

Reports of Marvells potential acquisition of Lumentum are the dominant topic, with traders weighing the strategic appeal of adding scarce optical technology for AI data centers against concerns about the deals size, financing, debt and possible shareholder dilution. The talks remain unconfirmed as a completed deal, and the community is divided between viewing the combination as a long-term AI opportunity and seeing it as a near-term risk for MRVL holders.

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

Vikings Q3 update and earnings call focused attention on the widened loss and the CEOs indication that VK2735s potential launch remains years away, prompting criticism over management, cash burn, and the lack of a partnership or buyout. Some investors remain bullish on the drugs Phase 3 progress and maintenance data, while debating whether Viking should commercialize independently or seek a partner.

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

Cerebras is drawing attention over Culper Researchs short report alleging its wafer-scale chips may have a much shorter useful life than the companys disclosures suggest, raising concerns about reliability and business economics; the reports claims remain disputed. The debate is intensified by newly unlocked shares, while bullish traders point to the Oracle Cloud integration as evidence of customer demand.

ProShares Trust II - ProShares Ultra VIX Short-Term Futures ETF 1.5x Shares

ProShares Ultra VIX Short-Term Futures ETF

UVXY is drawing attention after a sharp gain as traders focus on rising volatility concerns amid market weakness and uncertainty around rates, oil and Iran tensions. Some expect further volatility spikes, while others are shorting rallies and point to the ETFs VIX-futures exposure and tendency to decay, which can cause it to diverge from spot VIX.

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