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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

IOVA is under pressure after updated lung-cancer trial data showed an overall response rate broadly in line with the earlier readout, while stronger responses appeared in a small biomarker-selected subgroup. Traders are divided over whether that subgroup creates a promising precision-treatment opportunity or points to a narrower market and more uncertainty around validation and regulatory timing; many also criticize managements presentation.

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 earnings report and softer outlook for contracted-revenue growth have driven a sharp selloff, with concerns about slowing growth and AI disruption weighing on sentiment. Traders are split between viewing the drop as an overreaction and buying opportunity, and arguing that the companys premium valuation leaves little room for deceleration.

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 quarterly results sparked a sharp selloff, with slowing Search and advertising growth and heavy AI infrastructure spending weighing on sentiment despite strong Cloud growth. Traders are divided between concerns about Search monetization and returns on AI spending and bullish views that Cloud and Gemini growth make the drop a buying opportunity.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

A disappointing Q3 report has driven a sharp selloff, with traders focused on negative free cash flow amid heavy AI investment and slower Search growth that raises concerns about ad monetization and competition. The community is split between calling the drop an overreaction and buying the dip, and warning that cash burn and pressure on Search could weigh on the stock further.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly earnings report is the dominant focus, with traders weighing AWS growth against heavy AI capital spending and its potential impact on cash flow. Some expect strong cloud results to support the stock, while others fear a Google-like selloff if spending outpaces returns.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Traders are reacting to reports that Intercontinental Exchange is investing in Trade.xyz, which plans to run round-the-clock futures markets on Hyperliquid, pending CFTC approval; they see it as a potential boost to the ecosystem, alongside HYPEs rally. Bulls expect PURR to catch up and speculate about a squeeze, while skeptics point to its indirect HYPE exposure and share dilution as reasons the stock may lag.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is drawing attention ahead of its Q3 earnings report after a sharp selloff, with traders focused on user growth, advertising trends, and whether Googles AI search changes are reducing Reddit traffic. Bears worry that slower U.S. user growth and uncertainty around AI data-licensing deals could weigh on results, while bulls expect continued growth and argue the pullback has priced in those concerns.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs quarterly results sparked a sharp rally as traders focused on stronger adjusted EBITDA and cash generation, despite declining revenue and continued weakness at BetterHelp. Bulls view the results as evidence of a turnaround and discuss a possible short squeeze, while skeptics argue that growth and guidance concerns remain unresolved.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Discussion centers on Fresenius real-world data reporting no significant difference in bloodstream-infection outcomes between DefenCath and ClearGuard, prompting debate over whether the results threaten DefenCaths adoption and pricing prospects. Some traders argue the study has important limitations and point to other efficacy evidence, while broader frustration over reimbursement uncertainty and management communication adds to the bearish reaction.

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 earnings beat expectations, with accelerating Azure growth and stronger cloud guidance driving an initial rally. Traders are debating whether that growth justifies heavy AI infrastructure spending, while the post-earnings gains faded amid concerns about financing and broader tech weakness following Alphabets results.

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ADBE Stock Dips Over 1% Overnight After Naming New CEO Ahead Of Q3 Earnings — Retail Watches Cautiously 

Equity

Adobe is naming Anil Chakravarthy as CEO as Shantanu Narayen steps aside.

ETFs to Buy as Salesforce Jumps on Q2 Earnings Beat, Anthropic Gains

Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.

Top Cloud ETFs to Buy as Hyperscalers Pivot to AI-First Platforms

 AI-first cloud platforms are boosting hyperscalers' growth. See how ETFs like CLOD offer diversified exposure to this shift.

Oracle Layoffs Hit Nearly 20% Of Workforce Despite Surging Revenue, As It Doubles Down On $150B AI Push

Despite the extensive layoffs, Oracle continues to show strong financial momentum, reporting a 22% year-over-year increase in third-quarter revenue.


ADBE Stock Falls 8% Pre-Market: AI Growth Narrative Fails To Convince Analysts

Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating.


Oracle’s Stock Reset May Be Setting Up Its Next Rally – JPMorgan Says Risk-Reward Now Attractive

Barclays said Q3 performance helped address several investor concerns, including spending on infrastructure, profit margins tied to contracts, and the company’s ability to deliver cloud capacity on schedule. 


MDB Stock Sees Biggest Single-Day Decline On Record: Wall Street Cuts Price Targets On Slower Atlas Growth And Cautious Outlook 

Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500.


Intuit Stock Rallies Pre-Market Today And There’s An Anthropic Connection 

The two companies will work together to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows.


This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link?

Hyperscale said it is targeting the acquisition of up to 100,000 ounces of silver through a dollar-cost-averaging strategy.

APP Stock Falls 13% Following CloudX Launch: Retail Says 'Ignore The Noise'

CloudX, co-founded by CEO Jim Payne, has launched an AI-driven advertising platform that automates many tasks typically handled by engineers and ad operations teams.

Themes ETF Trust - Themes Cloud Computing ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Anil Chakravarthy will become CEO on Dec. 1, with Shantanu Narayen becoming executive chair.&nbsp;</li><li>Chakravarthy has strong industry experience, but investors remain worried about AI threats and Adobe’s declining stock.&nbsp;</li><li>Barclays lifted Adobe’s price target to $295, citing strong web traffic and pricing benefits.</li></ul>Adobe Inc. (ADBE) stock is drawing attention as the company named Anil Chakravarthy, head of its Customer Experience Orchestration business, as its next president and CEO. He succeeds Shantanu Narayen, who will become executive chair. The move comes just a week before Adobe's fiscal third-quarter (Q3) earnings report.&nbsp;<a href="https://stocktwits.com/symbol/ADBE">Adobe stock</a> traded over 1% lower overnight Thursday and is headed for a weekly loss.&nbsp;<h2 class="st-heading-2">AI Pressure Awaits Adobe’s New CEO&nbsp;</h2>On Thursday, Adobe's board said Chakravarthy will become CEO and join the board effective Dec. 1, while Narayen transitions to executive chair to support the handoff. Narayen announced his planned departure last March after roughly two decades running the company.Under Chakravarthy, Adobe's Customer Experience Orchestration unit developed products including Adobe CX Enterprise, GenStudio and Brand Visibility, and he oversaw the integration of the Workfront and Semrush acquisitions. Before joining Adobe, he spent four years as CEO of Informatica and earlier held executive roles at Symantec, VeriSign and McKinsey &amp; Company.The leadership change comes at a critical time for Adobe as investors worry that generative AI could reduce demand for its main Creative Cloud and Document Cloud products. Adobe shares fell 20% in 2025 and another 18% so far this year, putting extra focus on the company’s next phase.&nbsp;<h2 class="st-heading-2">Barclays Raises Adobe Price Target Ahead Of Results&nbsp;</h2>The software giant is slated to report Q3 earnings next week on Sept.10. Analysts see $6.69 billion in revenue with $6.09 per share earnings, according to Fiscal.ai data.&nbsp;On Thursday, Barclays raised Adobe’s price target to $295 from $250 while keeping an ‘Equal Weight’ rating ahead of Q3 results. The firm expects strong website traffic and some pricing benefits to support new recurring revenue, but sees limited pricing help in Q4.<h2 class="st-heading-2">What ADBE Retail Traders Are Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory.&nbsp;A user&nbsp;<a href="https://stocktwits.com/ProfesorStonks/message/663588777">said</a>, “Seems like a logical CEO selection. Always remember, there is nothing (so far) fundamentally wrong with the company, but the narrative has not been kind.”&nbsp;Another user&nbsp;<a href="https://stocktwits.com/LGDRYInvestor/message/663587769">said</a>, “New CEO has been announced; it's an internal replacement, which I like due to aligning synergies. Still deeply undervalued and excited for the earnings next week.”However, another user&nbsp;<a href="https://stocktwits.com/patrickq007/message/663609051">posted</a>: “There is no way to spin this CEO pick as anything but bad news. If he was a great candidate for the role, he would have been nominated months ago.”&nbsp;“Instead, it seems ADBE tried and failed to entice a star outsider to take the reins. That doesn’t paint a picture of a company executing on all cylinders with a bright future ahead, sorry.”ADBE stock has declined 18% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-stock-sinks-18-overnight-michael-burry-says-lululemon-is-a-trickster-as-he-vows-to-buy-more-under-100/cZswFZkRJvz">LULU Stock Sinks 18% Overnight: Michael Burry Says Lululemon Is A ‘Trickster’ As He Vows To Buy More Under $100</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the American multinational software company Adobe Inc. appears on the screen of a smartphone.

ADBE Stock Dips Over 1% Overnight After Naming New CEO Ahead Of Q3 Earnings — Retail Watches Cautiously

Adobe Inc

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