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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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GRRR's $5.5B Commercial Book Catches Wall Street's Attention — Compass Point Sees A 193% Upside Potential

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According to TheFly, Compass Point has a ‘Buy’ rating on Gorilla Technology shares with a $44 price target.

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Gorilla Technology Lands A Deal Expected To Bring In 5X Of Its 2025 Revenue — Retail Calls It ‘Amazing’ News After Months Of Patience

Gorilla Technology will deploy about 640 high-performance Nvidia HGX B200 servers, each equipped with more than 5,000 GPUs, designed for AI workloads.

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Bullish Sentiment

<ul class="summary-bullets"><li>Since March, Gorilla has built a commercial book totaling $5.5 billion across India and Indonesia, Compass Point said in a research note to investors.</li><li>The firm sees an “earnings inflection” supported by the current commercial book and additional value potential as Gorilla expands its capacity strategy.</li><li>Per an Investing.com report, Compass Point forecasts revenue to rise to&nbsp;$1.2 billion in 2027 from $222.2 million in 2026.</li></ul>Shares of Gorilla Technology Group Inc. (GRRR) were in focus on Tuesday after analysts at Compass Point initiated coverage of the company with a bullish rating.According to TheFly, Compass Point has a ‘Buy’ rating on Gorilla Technology shares with a $44 price target, implying an upside potential of 193% from current levels.<a href="https://stocktwits.com/symbol/GRRR">Gorilla Technology shares</a> were up more than 1% in Tuesday morning’s trade. GRRR was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">GRRR’s $5.5B Commercial Book Drives Bullish Call</h2>Since March, Gorilla has built a commercial book totaling $5.5 billion across India and Indonesia, Compass Point said in a research note to investors. The firm sees an “earnings inflection” supported by the current commercial book and additional value potential as Gorilla expands its capacity strategy.Per an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/compass-point-initiates-gorilla-tech-stock-with-buy-on-gpu-growth-93CH-5561083">report</a>, Compass Point forecasts revenue to rise to $1.2 billion in 2027 from $222.2 million in 2026, while adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is expected to increase to $772.7 million from $46.4 million. The firm said signed deployments will drive most of the increase.Compass Point highlighted that Gorilla brings customer-specific infrastructure design, hardware integration, cybersecurity and Asian implementation capabilities to dedicated GPU deployments. Those capabilities were developed through its work in security intelligence, edge AI, and complex government technology projects, including a four-year secure network project with the Government of Egypt.Gorilla is expected to report its second-quarter (Q2) results after the bell on Tuesday. According to Fiscal.ai data, Wall Street expects Gorilla to report earnings per share (EPS) of $0.27 on revenue of $36.92 million.Gorilla reported EPS of $0.06 on revenue of $21.07 million during the same period a year ago.<h2 class="st-heading-2">GRRR Says SEC Will Not Review Its Note Filing</h2>Gorilla&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grrr-premarket-sec-wont-review-125m-note-filing/cZYc2njRJS8">stated</a> Monday in a filing with the U.S. Securities and Exchange Commission (SEC) that the agency notified it last week that it would not review its registration statement related to $125 million of convertible notes.Last month, Gorilla Company issued the 7.5% senior unsecured convertible notes due in 2031 and subsequently filed the registration statement to allow holders to resell the notes and any shares issued upon conversion.Gorilla plans to have the registration statement declared effective on August 21. The notes initially convert at about $25.48 per share, representing a 52% premium to the company’s July 14 closing price.<h2 class="st-heading-2">GRRR Accelerates AI Infrastructure Deployments</h2>Gorilla said its two recent bond financings raised $232 million in aggregate gross proceeds, enabling the company to accelerate AI infrastructure programs across India, Indonesia and Thailand.The company noted that the latest financing is being deployed primarily toward the NeutraDC Batam program, while the earlier financing supports Gorilla’s equity contribution to the Yotta 2 program&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gorilla-technology-lands-deal-5x-of-its-2025-revenue-grrr-stock-rises/cZ3PGU3RIfA">announced in March</a> this year.In Indonesia, the NeutraDC Batam program remains on schedule, with the first deployment tranche targeted for September 2026 and the second for December 2026. The remaining contracted capacity is expected to be delivered in the first half of 2027, with the five-year contract representing approximately $2.5 billion of expected revenue.In India, Gorilla said Yotta 1 and Yotta 2 deployments are progressing ahead of its current internal schedules. Yotta 1 comprises 640 servers with 5,120 GPUs and is expected to contribute approximately $500 million of revenue over five years, while Yotta 2 is structured to support an additional 20,736 next-generation GPUs in Delhi.<h2 class="st-heading-2">What Retail Traders Think Of GRRR Stock</h2>Retail sentiment on Stocktwits around Gorilla trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> is up 39% year-to-date, but down 16% over the past 12 months. The iShares Cybersecurity and Tech ETF (IHAK) is up 27% over the past 12 months, while the SPDR S&amp;P Kensho Future Security ETF (FITE) is up 48%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/duot-stock-best-day-20-months-cantor-500m-data-center-lease-sharp-revenue-inflection/cZYcQHiRJjQ">DUOT Stock Eyes Best Single-Day Gains In 20 Months — Cantor Says $500M Data Center Lease Should Drive A 'Sharp' Revenue Inflection By Q1 Next Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

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