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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 that it will present positive Phase 2 lifileucel results in previously treated metastatic NSCLC, alongside a precision-medicine update, has sparked attention around the therapys potential beyond melanoma. Traders are largely bullish, while some caution that detailed efficacy results have not been disclosed and buyout or short-squeeze claims remain speculation.

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 weighed on cash flow, drove the selloff; traders also debated softer search and advertising trends against strong Google Cloud growth. The reaction is split between concerns that spending may not deliver returns soon and dip-buying optimism about Alphabets AI and cloud prospects.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which pressured cash flow, are driving the selloff. Traders are split between concerns about spending, search growth and AI returns, and dip-buying arguments that strong cloud growth and long-term AI potential outweigh the setback.

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 reportan earnings miss and softer forward contract-growth guidance despite revenue growth and a higher AI targetsparked a sharp selloff. Traders debate whether the outlook signals slowing growth and AI-driven pressure on software, or whether the market overreacted to a strong underlying business.

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-than-expected guidance helping ease concerns about AI infrastructure spending. Traders reacted positively, though some questioned the scale and returns of continued capex as the after-hours gains faded amid broader tech volatility.

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 fueled attention, with traders debating the strategic fit in AI data-center optics. The talks remain unconfirmed and no final deal has been reached; some traders are optimistic about a takeover, while others question the financing and warn the rumor-driven move may fade.

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

Trian and its partners non-binding proposal to take Wendys private is driving attention, with the board reviewing the offer and no guarantee a deal will proceed. Many traders view it as a lowball bid and argue for a higher offer, while others doubt a deal or bidding war will materialize; short-squeeze speculation is also prominent.

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 quarterly report triggered a sharp selloff despite beating headline estimates and raising its overall outlook; traders focused on weaker gross margins, decelerating billings and product growth, and a reduced services forecast. The debate is whether the reaction is an overcorrection to a strong quarter or a justified reset for a richly valued stock facing slower growth.

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

VKTX is drawing attention after its quarterly update and conference call, with traders focused on the longer-than-expected path to VK2735 commercialization and the lack of a partnership or buyout announcement. The debate centers on whether the company should commercialize independentlyraising concerns about cash burn and dilutionor partner or sell, while bulls point to advancing Phase 3 trials and a substantial cash runway.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles investor-day outlookprojecting strong long-term growth, a path to positive free cash flow, and a cap on additional financinghelped ease concerns about the debt and spending behind its AI data-center buildout and drove a sharp rally. Traders largely welcomed the guidance, while skeptics questioned whether Oracle can execute and sustain the gains.

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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

Yes, the bottom is in

No, more downside ahead

Too early to tell

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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