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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.

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.

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.

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.

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.

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.

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

Equity

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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SPDR Series Trust - State Street SPDR S&P Kensho Future Security ETF

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. 

SPDR S&P Kensho Future Security ETF

Gorilla Technology Group Inc

iShares Cybersecurity and Tech 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?

Current Price	$114.33
Prev Close	$114.55
Open	$114.60
Dividend Yield	N/A
50-Day Moving Average	$110.14
Beta	N/A
Avg. Volume	6,633.84
PE Ratio	N/A

52-Week High	$120.45
52-Week Low	$77.72
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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