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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 results sparked a sharp selloff, with investors focused on softer Search and advertising performance, negative free cash flow, and plans for heavier AI infrastructure spending. Traders are split between calling the decline an overreaction given strong Cloud growth and viewing spending, cash burn, and AIs impact on Search monetization as significant risks.

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 non-small cell lung cancer has driven attention, with traders focused on the therapys potential beyond melanoma and the accompanying precision-medicine update. The reaction is largely bullish, though the detailed results are not yet disclosed and some traders warn of uncertainty or a possible sell-the-news response.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results missed expectations, and heavy AI infrastructure spending, negative free cash flow, and questions about returns on that investment drove a sharp selloff despite strong Google Cloud growth. Traders are split between viewing the spending and search competition as signs of risk and treating the drop as an overreaction and buying opportunity.

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

ServiceNow sold off sharply after mixed quarterly results, as an earnings miss and a slower Q4 contracted-revenue growth outlook overshadowed revenue growth and a raised AI outlook. Traders are split between seeing a valuation reset and renewed concerns about AIs impact on software, and viewing the decline as an overreaction to otherwise solid business momentum.

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 guidance outweighing lower-than-expected capital spending. Traders largely welcomed the report and contrasted it with Alphabets weaker reaction, though some debated whether heavy AI investment and softer cash flow would limit the stocks gains as the initial pop faded.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending ahead of its quarterly earnings, with traders weighing hopes for stronger server-CPU demand or foundry customer wins against concerns about margins and foundry losses. The discussion also links pressure on the shares to uncertainty over hyperscaler AI spending, with sharply divided views on whether the report will lift the stock or trigger another selloff.

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 earnings call focused attention on the widened loss and the CEOs indication that VK2735s potential launch remains years away, prompting criticism over management, cash burn, and the lack of a partnership or buyout. Some investors remain bullish on the drugs Phase 3 progress and maintenance data, while debating whether Viking should commercialize independently or seek a partner.

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 to LITE, though no deal is final. Traders are split between expecting a takeover premium and questioning the reports credibility and whether the potential deals price would leave meaningful upside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Alphabets earnings miss and heavy AI-spending concerns are weighing on QQQ, with traders debating whether the selloff signals broader trouble for the AI trade or a buying opportunity. Microsofts stronger results offer a counterpoint, while investors also watch upcoming inflation and economic data.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of Marvells potential acquisition of Lumentum are the dominant topic, with traders weighing the strategic appeal of adding scarce optical technology for AI data centers against concerns about the deals size, financing, debt and possible shareholder dilution. The talks remain unconfirmed as a completed deal, and the community is divided between viewing the combination as a long-term AI opportunity and seeing it as a near-term risk for MRVL holders.

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China Threatens Consequences After Mexico's Plan To Tax Asia-Made Cars At 50%

Equity

Mexico claims its tariff plan, which applies to nations without a free trade agreement, is designed to protect local jobs and industry; however, analysts view it as a move to appease the U.S. 


Mexico Raises Tariff Heat On China To Defend Factories, Keep Trump Happy: Report

The draft revenue proposal from President Claudia Sheinbaum’s administration is scheduled to be sent to Congress by Sept. 8.


Trump’s Tariffs Drive Canada, Mexico Toward Closer Partnership To Forge 'Resilient Supply Chains'

 Canadian Finance Minister Francois-Philippe Champagne reportedly said that the U.S.-Mexico-Canada (USMCA) is an “essential element of competitiveness in North America.”

Tomato Prices Set To Soar After Trump Administration Ends 17% Antidumping Duty Suspension On Mexican Imports

Commerce Secretary Howard Lutnick said the rule change is in line with President Donald Trump’s trade policies and approach with Mexico.



iShares Inc. - iShares MSCI Mexico ETF

Bearish Sentiment

China has threatened Mexico with countermeasures should it formalize its plan to hike tariffs on Asia-made cars to 50%."China will take necessary measures," China’s Ministry of Commerce said in a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.mofcom.gov.cn/xwfb/xwfyrth/art/2025/art_e6fa3d4bfa6b48c8b49ccfc833a330f2.html">statement</a> Thursday, responding to Mexico’s plans to impose tariffs ranging from 10% to 50% on goods from nations without a free trade agreement with it, which includes China."Any unilateral tax increase by the Mexican side, even within the framework of WTO rules, will be regarded as appeasement (to the United States) and compromise against unilateral bullying," a translation of the statement read. China believes that such a move would harm the business environment in Mexico.Mexican Economy Secretary Marcelo Ebrard said Wednesday that the government intends to hike tariffs on vehicles imported from Asia — especially from China — to 50%, up from the present 20%.He added that the measure requires approval from Congress and would be implemented 30 days after authorization.The new tariffs proposed by Mexico will also affect imports from South Korea, India, Indonesia, Russia, Thailand, and Turkey. The country's government has&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/mexico-raise-tariffs-cars-china-50-major-overhaul-2025-09-10/">said</a> the move is aimed at protecting local jobs and industry, while analysts believe that it is aimed at placating the U.S.China could respond by restricting exports of minerals critical to the production of cars and other advanced technology, as it has done while countering U.S. tariffs, according to a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/12/china-mexico-tariff-hike-countermeasures.html">report</a>.In the two years through July 2024, more than 20 Chinese auto parts and manufacturers have announced over $7 billion in investments in Mexico, according to the advocacy group Coalition for a Prosperous America and reported by CNBC.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/EWW">iShares MSCI Mexico ETF (EWW)</a> and&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, funds tracking Mexican and Chinese stocks, are up about 39%. On Stocktwits, the retail sentiment&nbsp;is ‘bearish’ for both the ETFs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-microsoft-gear-up-for-next-phase-of-partnership-as-chat-gpt-maker-nears-for-profit-conversion/chw8BmhRdw2">OpenAI, Microsoft Gear Up For 'Next Phase’ Of Partnership As ChatGPT Maker Nears For-Profit Conversion</a>

Cars being loaded and unloaded onto a container ship at Taicang Port area in Suzhou, East China's Jiangsu province, on December 12, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

Mexico claims its tariff plan, which applies to nations without a free trade agreement, is designed to protect local jobs and industry; however, analysts view it as a move to appease the U.S. 

iShares MSCI Mexico ETF

iShares MSCI China 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?

Stocktwits

Nebius Group N.V. 

CoreWeave Inc

IREN Limited

Applied Digital Corporation

 are rebounding after a brutal October. Have they bottomed?

Stocktwits Polls

$EWW • ⚪ CONSOLIDATION SMC SETUP
🏛️ INSTITUTIONAL PRE-BELL ORDER FLOW

• Spot: 69,677.53 | ⚪ CONSOLIDATION
• Valuation: NEUTRAL
• Dealing Range: 63,219.85 ➔ 70,318.56
• Refined Demand (+OB): 64,960.71 – 64,978.11
• Overhead Supply (-OB): Liquidity crest
• Buy-Side Liquidity (PDH): 70,118.51 [UNTOUCHED]
• Sell-Side Liquidity (PDL): 69,080.61 [UNTOUCHED]
• Imbalance (50% CE): Balanced tape

Full algorithmic levels & execution rules on chart card.
#SmartMoneyConcepts #Trading #PriceAction #OrderFlow

Rajat Patel

$EWW • ⚪ CONSOLIDATION SMC SETUP
🏛️ INSTITUTIONAL PRE-BELL ORDER FLOW

• Spot: 69,480.22 | ⚪ CONSOLIDATION
• Valuation: NEUTRAL
• Dealing Range: 63,219.85 ➔ 70,318.56
• Refined Demand (+OB): 64,960.71 – 64,978.11
• Overhead Supply (-OB): Liquidity crest
• Buy-Side Liquidity (PDH): 70,209.65 [UNTOUCHED]
• Sell-Side Liquidity (PDL): 69,450.71 [SWEPT]
• Imbalance (50% CE): Balanced tape

Full algorithmic levels & execution rules on chart card.
#SmartMoneyConcepts #Trading #PriceAction #OrderFlow

$EWW • ⚪ CONSOLIDATION SMC SETUP
🏛️ INSTITUTIONAL PRE-BELL ORDER FLOW

• Spot: 69,924.08 | ⚪ CONSOLIDATION
• Valuation: NEUTRAL
• Dealing Range: 63,219.85 ➔ 70,318.56
• Refined Demand (+OB): 64,960.71 – 64,978.11
• Overhead Supply (-OB): Liquidity crest
• Buy-Side Liquidity (PDH): 70,073.98 [SWEPT]
• Sell-Side Liquidity (PDL): 69,150.20 [UNTOUCHED]
• Imbalance (50% CE): Balanced tape

Full algorithmic levels & execution rules on chart card.
#SmartMoneyConcepts #Trading #PriceAction #OrderFlow

Mexico $EWW keeps hanging in there.  There must be a roaring bull market in tequila around the corner

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EWW iShares MSCI Mexico ETF

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