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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 IOV-LUN-202 Phase 2 results in previously treated metastatic NSCLC and a webcast to discuss the data has driven attention, with traders focused on whether lifileucel could expand beyond melanoma and whether precision-based patient selection strengthens the case. The community is broadly enthusiastic, but speculation about improved response rates, an earlier FDA path, and a short squeeze remains unconfirmed pending detailed data.

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 selloff as investors focused on the earnings shortfall, negative free cash flow, and expectations for significantly higher AI infrastructure spending, despite rapid Google Cloud growth. Traders are split between viewing the drop as a buying opportunity and worrying that capex, weaker advertising and search trends, and uncertain AI returns could pressure the business.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings disappointment and heavy AI infrastructure spending, which weighed on profits and cash flow despite strong Google Cloud growth, are driving the discussion. Traders are split between viewing the selloff as an overreaction and worrying that rising costs, slowing search growth, and AI competition could undermine returns.

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 a stronger outlook; traders also welcomed capital spending coming in below expectations. The initial bullish reaction faced a sell-the-news counterpoint, as some debated whether AI investment can translate into durable cash flow and the shares gave back part of their after-hours gains.

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, with traders debating whether the reported deal will materialize and how Marvell would finance it. The potential tie-up is seen as a strategic move in AI data-center optics, but no agreement is final.

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 softer forward contract-growth guidance despite revenue growth and a raised AI sales targettriggered a sharp selloff. Traders are divided between concerns about slowing software growth and AI disruption, and buyers who view the drop as an overreaction to strong AI demand and business momentum.

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

SELLAS said its Phase 3 REGAL trial of the AML vaccine GPS reached the prespecified 80th event, triggering final analysis ahead of topline results expected this quarter. The stocks sharp decline after the milestone has fueled debate: some traders view it as a sell-the-news reaction before a binary data readout, while others warn the trials efficacy remains uncertain.

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 results and conference-call comments have focused attention on VK2735s commercialization timeline, with the CEOs estimate of roughly two and a half years to launch prompting criticism that the company is moving too slowly. Investors are also debating cash burn and dilution risk, and whether Viking will pursue a partnership or commercialize independently; bullish voices point to the obesity drugs ongoing Phase 3 program and future data as reasons for patience.

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 shares jumped on a Trian-led groups proposal to take the company private. Traders largely view the offer as too low and anticipate board resistance or a higher bid, while others warn the proposal could cap gains or fall through; short-squeeze speculation is also common.

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 sharp post-earnings selloff is dominating discussion: despite an EPS and revenue beat and higher full-year revenue guidance, traders are focused on a reduced service-revenue outlook and signs of slowing growth amid a high valuation. Bulls call the drop an overreaction to otherwise solid results, while bears see the forecast and growth concerns as justification; the decline is also weighing on cybersecurity peers.

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DKS Stock On Track To Post Worst Single-Day Decline In 3 Years — Executive Chair Says Firm’s Taking A ‘More Cautious View’ Ahead

Equity

Executive Chair Ed Stack said that as the quarter progressed, conditions across parts of the athletic footwear and apparel marketplace became increasingly promotional, and the firm took action to stay competitively priced to protect and grow its leadership position. 


BJ’s Wholesale’s Member Count Hits Record High At 8.5M — CFO Laura Felice Highlights Strong Execution And Continued Momentum

BJ’s Wholesale raised its adjusted EPS range for 2026 to $4.60 to $4.80 compared to a range of $4.40 to $4.60 guided during the previous quarter.


NBIX Stock Slips As $2.9B Soleno Deal Triggers Fresh Drug Safety Warnings 

The Foundation for Prader-Willi Research has recommended that doctors treating people with Prader-Willi syndrome (PWS) should closely track patients on VYKAT XR for fluid retention and related heart or breathing problems. 


ISRG Stock Gets A Barrage Of Price Target Cuts From Wall Street — Citi Removes It From ‘Upside 90-Day Catalyst Watch’

According to TheFly, Citi lowered its price target to $500 from $590 and keeps a ‘Buy’ rating.


MARA Stock Drops As AI Expansion Plans Fail To Calm Bloated Net Loss

MARA reported first-quarter (Q1) revenue of $174.6 million, 18% lower than the same quarter last year. 

HON Stock Jumps After Its Quantum Computing Subsidiary Files For IPO

 Honeywell’s Quantinnum files for IPO. 

PINS Stock Jumps On Robust Advertiser Spending, Strong Q2 Guidance

PINS reports an all-time high of 631 million global monthly active users, an increase of 11% in Q1.

PLTR Reports Largest Quarterly Revenue Jump, Quadrupled Profits, But Valuation Concerns Persist

Palantir’s Q2 and 2026 outlook surges past expectations.

PSKY Stock Breaks Six-Day Losing Streak After Morgan Stanley’s Double Upgrade

Morgan Stanley upgrades PSKY to ‘Overweight’.

This AI Power Play Is Up 70% This Year – And Analysts Believe It Can Climb Higher 

Oppenheimer raised its price target on GE Vernova to $1,303 from $1,139 following its Q1 results, implying 13.4% upside. 

American Century ETF Trust - Avantis U.S. Equity ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Second-quarter net sales stood at $5.59 billion compared to analysts' expectations of $5.64 billion, according to KoyFin data.&nbsp;</li><li>Adjusted earnings per share stood at $3.53 compared to the Street’s expectation of $3.76.</li><li>For the full year 2026, the company reduced its net sales outlook to $21.9 billion to $22.2 billion, down from $22.1 billion to $22.4 billion guided in the previous quarter.</li></ul>Shares of DICK'S Sporting Goods (DKS) tumbled nearly 16% in Tuesday's premarket, heading toward its worst single-day decline in nearly three years, after the company’s second quarter results failed to meet Street estimates and the firm reduced its full-year outlook.Executive Chairman Ed Stack said that as the quarter progressed, conditions across parts of the athletic footwear and apparel marketplace became increasingly promotional, and the firm took action to stay competitively priced to protect and grow its leadership position.&nbsp;Stack noted that the environment had a more significant impact on the Foot Locker Business, given its greater exposure to legacy footwear silhouettes and greater dependence on footwear launches and retro products.&nbsp;“Not only were there fewer launches in the second quarter, but those launches performed below both industry and our expectations. As a result, we are taking a more cautious view of the balance of the year. While these near-term dynamics have led us to revise our expectations for 2026, our confidence in the long-term opportunities ahead for both DICK'S and Foot Locker remains unchanged,” he said.<h2 class="st-heading-2">DKS’ Q2 At A Glance</h2>Second-quarter net sales stood at $5.59 billion compared to analysts' expectations of $5.64 billion, according to KoyFin data. Adjusted earnings per share (EPS) stood at $3.53 compared to the Street’s expectation of $3.76.For the full year 2026, the company reduced its net sales outlook to $21.9 billion to $22.2 billion, down from the $22.1 billion to $22.4 billion range guided during the previous quarter. It reduced its operating income outlook to $1.45 billion to $1.55 billion, down from the $1.69 billion to $1.81 billion it guided earlier. The firm now expects to report earnings per diluted share (EPS) of $10.94 to $11.94 from the earlier outlook of $13.27 to $14.27.As of Aug. 1, 2026, the company operated 3,104 store locations across the DICK'S and Foot Locker Businesses.&nbsp;DICK’S Sporting Goods also disclosed that it received $59 million in tariff refunds and $2.1 million in related interest income.In September 2025, the firm acquired footwear and apparel retailer Foot Locker. This quarter, the company lowered Foot Locker Business pro forma comparable sales outlook to a range of negative 2.0% to 0.0%.&nbsp;<h2 class="st-heading-2">How Retail Reacted To DKS Earnings</h2>On Stocktwits, retail sentiment trended higher into the ‘extremely bullish’ territory amid high message volume.One Stocktwits user believes the selling pressure will increase once the market opens.<stembedurl>https://stocktwits.com/kingofmaryland21/message/662769517</stembedurl>&nbsp;Another user believes the stock has now become oversold.<stembedurl>https://stocktwits.com/Halimo/message/662769356</stembedurl>Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/accenture-is-acquiring-this-dutch-sap-transformation-partner-a-look-at-why-this-makes-sense-for-the-company/cZYkZlMRJ81">Accenture Is Acquiring This Dutch SAP Transformation Partner — A Look At Why This Makes Sense For The Company</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Retail sentiment on the stock turned ‘extremely bullish’| Source: Wikimedia Commons

Ed Stack said as the quarter progressed, conditions across parts of the athletic footwear and apparel marketplace became increasingly promotional, and the firm took action to stay competitively priced to protect and grow its leadership position.

Dicks Sporting Goods, Inc.

Dimensional ETF Trust - Dimensional US High Profitability ETF

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Depends on the stock

Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

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