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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 and heavy AI infrastructure spending, which pushed free cash flow negative, have sparked concern alongside slower Search and advertising growth; traders also point to strong Google Cloud growth and debate whether the selloff is an overreaction or a warning about returns on AI investment and Searchs exposure to AI competitors. The discussion is split between dip-buyers and investors worried about cash burn and weakening core advertising.

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 non-small cell lung cancer, along with a precision-medicine update, drove attention to the therapys potential beyond melanoma. Traders welcomed the broader opportunity and speculated about a short squeeze, while others cautioned that the detailed data and its regulatory implications still need scrutiny.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results missed expectations, and continued heavy AI infrastructure spending and negative free cash flow are fueling concerns about capital efficiency and returns, alongside debate over slowing Search and advertising growth. Traders are split between calling the selloff an overreaction given strong Cloud growth and seeing more downside risk if AI spending fails to pay off.

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 results beat expectations, with accelerating Azure growth and stronger cloud guidance reinforcing the view that AI spending is translating into demand; lower-than-expected capital spending also eased some concerns about the buildout. Traders were broadly bullish, though some questioned weaker free cash flow and the sustainability of heavy investment, while the initial share-price pop faded.

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 resultsan earnings miss and slower projected contract growth despite stronger revenue and a raised AI targetsparked a sharp selloff. Traders are split between concerns about decelerating growth, valuation and AI disruption, and arguments that the decline overreacts to results that still show solid growth and AI demand.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins choppy trading near key support has fueled debate over whether the consolidation will give way to another decline or a rebound. Traders are split between bearish breakdown warnings and dip-buying optimism, while Fed uncertainty and geopolitical tensions are cited as possible sources of further volatility.

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 outlook cut and forecast for a fourth-quarter sales decline are driving the selloff, with traders debating whether the cyberattack fully explains the weakness or whether slowing growth in key product lines is a deeper concern. Some see the sharp drop as a buying opportunity, while others remain frustrated by the outlook and management.

Sprouts Farmers Market, Inc. engages in the operation of healthy grocery stores. The firm specializes in fresh, natural and organic products. Its products include fresh produce, bulk foods, vitamins and supplements, grocery, meat and seafood, deli, bakery, dairy, frozen foods, body care and natural household items. The company was founded by Stan Boney, Shon Alexander Boney, and Kevin K. Easler on July 11, 2002 and is headquartered in Phoenix, AZ.

Sprouts Farmers Market Inc

Sprouts latest results and outlook are drawing attention after comparable-store sales and customer traffic weakened and management gave a soft next-quarter forecast, prompting a sharp selloff. Traders debate whether this reflects deeper problems with affordability, pricing and store execution or an overdone decline that has made the shares attractive to value buyers.

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 managements stated 2.5-year potential launch horizon for VK2735 are driving discussion, with traders weighing the wider-than-expected loss and cash burn against progress in obesity-drug Phase 3 trials and the companys cash position. Many criticize the timeline and lack of clarity on a partnership or buyout, while others remain optimistic about the pipeline and maintenance data.

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 preliminary topline results expected this quarter; the milestone disclosed no survival-benefit findings. Shares sold off, while traders debated whether the decline was a buying opportunity or a warning ahead of the binary readout.

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$QS I&#39;m anxiously awaiting July 22nd earnings call, which could be one of the most important in QuantumScape&#39;s history.  If management starts giving concrete evidence that the Eagle Line production is ramping smoothly, or better yet, provides production rate metrics, that could be a meaningful catalyst for both investor confidence and the stoc price.  The devil is in the details, as they say.

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QuantumScape Corp

 I'm anxiously awaiting July 22nd earnings call, which could be one of the most important in QuantumScape's history.  If management starts giving concrete evidence that the Eagle Line production is ramping smoothly, or better yet, provides production rate metrics, that could be a meaningful catalyst for both investor confidence and the stoc price.  The devil is in the details, as they say.

Lisa Smith

@phonesearch the 3rd quarter is the most important imo. It gives reasonable time for the eagle line ramp up, a qse-5 variant for other applications, VW performance updates and possibly even vw  car line up announcements eoy along with possible defense contract. It would be amazing to hear a defense contract or a partnership announcement with AI data center in this upcoming ER, definitely possible.

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 the 3rd quarter is the most important imo. It gives reasonable time for the eagle line ramp up, a qse-5 variant for other applications, VW performance updates and possibly even vw  car line up announcements eoy along with possible defense contract. It would be amazing to hear a defense contract or a partnership announcement with AI data center in this upcoming ER, definitely possible.

Poopyscoopy1 Investigator

@phonesearch Failure to give an update on Eagle line and reduced customer billing from VW would be a red flag.    We need customer billing to at least match last quarter.    That might be the only real 
indicator from the ER.

StockTwits Web

 Failure to give an update on Eagle line and reduced customer billing from VW would be a red flag.    We need customer billing to at least match last quarter.    That might be the only real 
indicator from the ER.

Mark

@phonesearch the link in the QS article brought me here. You are the source.

 the link in the QS article brought me here. You are the source.