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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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ETFs to Buy as Lockheed Shares Jump Post Q3 Earnings Beat, Record Backlog

LMT shares jump 9.6% after a Q3 earnings beat and record backlog, putting defense ETFs with significant LMT exposure in focus. 

Palantir's Growth Story Gets a Goldman Boost: ETFs to Consider

Palantir's rally gains steam as Goldman Sachs turns bullish and Dan Ives names it a top tech pick for 2027. Here we present some ETFs that offer exposure to PLTR.

Beyond Lockheed's $3.5B Buyout: Naval Consolidation Reshaping Defense ETFs

LMT's $3.45B Ultra Maritime deal highlights a broader naval defense consolidation wave, making defense ETFs a diversified way to gain sector exposure.

GM, LMT Stocks Gain Overnight: General Motors, Lockheed Martin Reportedly Working On Weapons Parts Partnership 

Equity

The development comes amid growing worries over America’s missile reserves.


GD Stock Eyes Best Week In A Year – What's Fueling The Momentum? 

Strong earnings, along with a steady backlog, have invoked investors’ confidence. 


Tidal Trust III - U.S. Defense ETF

Bearish Sentiment

<ul class="summary-bullets"><li>With conflicts in Ukraine and the Middle East straining missile inventories, officials are urging manufacturers to help increase output.</li><li>The talks could expand GM's role in defense through its GM Defense unit.</li><li>Lockheed Martin continues to benefit from rising defense spending, securing major contracts in June.</li></ul>Shares of General Motors (GM) and Lockheed Martin (LMT) moved higher in overnight trading after a report said the automaker is in early talks with the defense contractor to supply components for weapons systems, potentially expanding its footprint in military manufacturing.&nbsp;<h2 class="st-heading-2">GM, LMT Talks Amid Defense Supply Strain</h2>General Motors' discussions with Lockheed Martin are part of a broader U.S. government effort to ramp up domestic weapons production as global conflicts increase demand and supply chains remain under pressure.&nbsp;According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/gm-in-talks-to-supply-weapons-parts-to-lockheed-martin-61c32cf5">report</a>,&nbsp;citing people familiar with the matter, the U.S. defense sector faces mounting pressure to replenish munitions inventories depleted by geopolitical tensions, including conflicts in Ukraine and the Middle East.&nbsp;Officials have been urging traditional manufacturers to help expand output, as established defense contractors struggle to meet rising demand for missiles and related systems.<h2 class="st-heading-2">GM’s Defense Ambitions</h2>For General Motors, the move marks a potential deepening of its involvement in the defense sector through its GM Defense unit, which it revived nearly a decade ago.&nbsp;The initiative shows that the government is looking to automakers as potential suppliers for military programs because they have large factories and strong experience in production and logistics.<a href="https://stocktwits.com/symbol/GM">General Motors stock</a> traded over 1% higher overnight on Monday. On Stocktwits, retail sentiment around the stock shifted from ‘neutral’ to ‘bearish’ the previous day.&nbsp;<h2 class="st-heading-2">LMT’s Presence From Fighter Jets To Space Systems&nbsp;</h2>Lockheed Martin has emerged as one of the biggest beneficiaries of rising defense spending after securing a series of major military contracts in June,&nbsp;cementing its position across aviation, space and naval defense programs.Among the largest awards announced this month is a $2.29 billion framework tied to support and sustainment services for the F-35 Lightning II fleet. The agreement strengthens Lockheed Martin's role not only as the manufacturer of the aircraft but also as a key provider of maintenance, logistics and operational support.In the space sector, the company received a contract valued at roughly $514 million to build additional GPS IIIF satellites for the U.S. Space Force to improve navigation capabilities.<a href="https://stocktwits.com/symbol/LMT">Lockheed Martin’s stock</a> edged 0.08% higher overnight, and retail sentiment shifted to ‘neutral’ from ‘bearish’ territory the previous day.&nbsp;Last week, the House Appropriations Committee unveiled a 2027 defense spending bill that would raise the Pentagon budget to more than $1 trillion, the largest in U.S. history and about $234 billion higher than the 2026 level.&nbsp;So far this year, GM and LMT stocks have gained over 3% and 9%, respectively.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cnc-stock-falls-as-centene-reportedly-eyes-employee-buyouts-amid-membership-decline/cZKfsojR73r">CNC Stock Falls 4% As Centene Reportedly Eyes Employee Buyouts Amid Membership Decline</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a General Motors logo seen displayed on a monitor. (Photo Illustration by Valera Golovniov/SOPA Images/LightRocket via Getty Images) 

Shares of General Motors (GM) and Lockheed Martin (LMT) moved higher in overnight trading after a report said the automaker is in early talks with the defense contractor to supply components for weapons systems, potentially expanding its footprint in mili

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Lockheed Martin Corp.

Invesco Aerospace & Defense ETF

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

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DUTY Tidal Trust III - U.S. Defense ETF

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