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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 earnings shortfall and heavy AI infrastructure spending, which pressured free cash flow, are driving the selloff; traders also cite slowing search and advertising growth as concerns. Strong Google Cloud growth has led some investors to call the reaction excessive and buy the dip, while others question whether AI investment will produce sufficient returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings and revenue miss, alongside concerns about rising AI capital spending and cash burn, is driving the discussion. Traders are divided between viewing strong Google Cloud growth as evidence the investment is paying off and worrying that spending, slower search growth, and pressure on cash flow outweigh it.

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 quarterly report sparked a sharp selloff despite solid revenue growth and a raised full-year outlook, as an earnings miss and slower-than-expected forward contracted-revenue growth raised concerns about decelerating momentum and a valuation priced for stronger results. Traders are split between calling the reaction an overreactionpointing to the companys AI opportunity and strong underlying growthand viewing the outlook as a reason for further caution.

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 fiscal first-quarter results beat expectations, with accelerating Azure growth and lower-than-expected capital spending prompting an initial bullish reaction. Traders remain divided over whether cloud momentum and spending discipline outweigh concerns about AI investment returns and cash flow, while some noted the post-earnings gains faded.

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 earnings and conference call are driving attention, with traders weighing VK2735s Phase 3 progress and positive maintenance-study update against rising cash-burn concerns and uncertainty over commercialization, partnering, or going it alone. Reactions are split: some remain bullish on the obesity-drug pipeline and cash runway, while others criticize management and fear further dilution or a prolonged wait for clinical data.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ discussion centers on Alphabets earnings miss and concerns that heavy AI spending may not deliver adequate returns, with traders saying the reaction pressured tech indexes. Views are divided between fears of a broader AI-trade unwind and claims the selloff is overdone, while Microsofts results and the Feds rate hold offered counterpoints.

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

Speculation that Marvell is in advanced talks to acquire Lumentum (LITE) is driving discussion, with traders weighing potential AI-optics and data-center synergies against concerns about the deals cost, dilution and financing. The report is treated as unconfirmed, and reactions include both support for the strategic fit and concern that it could pressure MRVL shares.

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 outlook for strong long-term growth, a return to positive free cash flow, and capped additional financing eased concerns about AI infrastructure spending and debt, driving a sharp rally. Bulls welcomed the added clarity, while skeptics questioned whether the projections are achievable and pointed to the stocks pullback after its surge.

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

Lumentum is drawing attention on reportstreated by traders as an unconfirmed rumorthat Marvell is in advanced talks to acquire it, which traders associate with LITEs sharp move higher. The community is split between takeover enthusiasm and skepticism about whether a deal is real, affordable, or beneficial to shareholders.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Speculation about a potential MarvellLumentum deal has stirred POET traders, who debate whether optics-sector consolidation validates POETs optical-interposer technology and could make it an acquisition target, or instead raises competitive and component-supply risks. That optimism is tempered by doubts about whether POET can turn Lumilens-related development into commercial shipments, with investors looking for execution updates in the companys results.

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Earnings Preview: Ionis Pharmaceuticals (IONS) Q3 Earnings Expected to Decline

Ionis Pharmaceuticals (IONS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

NVS' Q3 Earnings Top Estimates on Strong Key Drug Sales, Revenues Miss

Novartis beats Q3 earnings estimates and raises its 2026 operating income outlook as Kisqali, Kesimpta and Scemblix offset generic competition.

Ionis partner Roche announces new Phase 3 data showing sefaxersen significantly reduced proteinuria in people with IgA nephropathy (IgAN)

Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) partner Roche announced today late-breaking oral presentation data from the ongoing Phase 3 IMAgINATION study in adults with primary IgA nephropathy (IgAN) receiving optimized standard of care, demonstrating that investigational sefaxersen achieved a...

Ionis ranked #1 on SciencesTop Employers list

Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) today announced that the company was named the top employer to work for by Science in its annual Top Employers survey of the biotech and pharmaceutical industries. Rising from #2 last year to #1, Ionis was recognized for its industry-leading innovation...

Ionis Pharmaceuticals Secures FDA Orphan Drug Designation For Rare Epilepsy Treatment

Equity

The treatment targets the SCN1A gene, which helps the brain produce a protein that controls electrical activity and prevents seizures

Ionis partner GSK announces Hibsago (bepirovirsen) approved in the U.S. for the treatment of chronic hepatitis B (CHB)

Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) partner GSK today announced that the U.S. Food and Drug Administration (FDA) has approved Hibsago (bepirovirsen) for the treatment of chronic hepatitis B (CHB) virus infection in combination with nucleos(t)ide analogue reverse transcriptase inhibitor...

CHMP Backs Ionis TRYNGOLZA For Severe Hypertriglyceridemia In Europe

(RTTNews) - On Friday, Ionis Pharmaceuticals (IONS) announced that the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) has recommended approval of TRYNGOLZA (olezarsen) for adults with severe hypertriglyceridemia (sHTG...

TRYNGOLZA (olezarsen) recommended for approval in the EU by CHMP for severe hypertriglyceridemia (sHTG)

Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) today announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion recommending the indication extension for TRYNGOLZA (olezarsen) as an adjunct to diet, in combination with...

Novartis Strengthens RNA Therapeutics Pipeline With $7.8B Abogen Deal

NVS gains global rights to Abogen's ABO2203, expanding its RNA therapeutics push with a potential new approach to B-cell-mediated autoimmune diseases.

4 RNA Therapeutics Stocks Leading the Next Wave of Innovation

RNA therapeutics are gaining momentum as Alnylam, Ionis, Wave Life Sciences and Arcturus advance innovative treatments targeting a range of diseases.

Ionis Pharmaceuticals, Inc. engages in the development and commercialization of human therapeutic drugs using antisense technology. The company was founded by Stanley T. Crooke, David J. Ecker, Christopher K. Mirabelli, and Brett P. Monia on January 10, 1989 and is headquartered in Carlsbad, CA.

Ionis Pharmaceuticals Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Orphan Drug Designation provides benefits such as tax credits and potentially seven years of market exclusivity if the drug is approved.</li><li>The company is currently studying the treatment, called ION337, in the Phase 1/2 Ascend trial.</li><li>Ionis recently got FDA approval for Zanvastro, a treatment for Alexander disease</li></ul>Ionis Pharmaceuticals (IONS) was on investors’ radar on Thursday after the biotech firm received Orphan Drug Designation from the U.S. Food and Drug Administration for an experimental treatment targeting Dravet syndrome, a rare genetic disorder that causes severe, recurring seizures.<a class="mention" data-mention="$IONS" data-symbol-id="IONS" href="https://stocktwits.com/symbol/IONS" target="_blank">IONS shares</a> were down 0.8% at the time of writing, tracking the broader biotech selloff. The <a href="https://stocktwits.com/symbol/XBI">State Street SPDR S&amp;P Biotech ETF (XBI) </a>was down 1.5%.<h2 class="st-heading-2">&nbsp;ION337 Is Currently In A Phase 1/2 Trial</h2>The treatment targets the SCN1A gene, which helps the brain produce a protein that controls electrical activity and prevents seizures.Orphan Drug Designation supports the development of treatments for rare diseases and provides benefits such as tax credits and potentially seven years of market exclusivity if approved. However, this is a designation and not an approval.The company is currently studying the treatment, called ION337, in the Phase 1/2 Ascend trial. In July, Ionis <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.ionis.com/news-releases/news-release-details/ionis-doses-first-participant-phase-1-2-ascend-study-ion337">announced</a> that it had dosed the first patient in the trial. The study is evaluating the drug's safety and tolerability in children aged 2 to 12, with repeated doses planned every six months.Dravet syndrome typically begins in infancy and can cause developmental delays. The experimental drug already has a Fast Track designation. The FDA issues the label for drugs that may treat a serious disease with unmet medical needs.<h2 class="st-heading-2">Ionis’ Pipeline At A Glance</h2>Ionis is also developing a drug called Obudanersen for Angelman syndrome, a rare genetic disorder that causes developmental delays, speech difficulties and seizures, and Ulefnersen for a rare inherited form of amyotrophic lateral sclerosis (ALS), a disease that progressively weakens muscles and affects movement, speech and breathing. It recently secured FDA approval for Zanvastro, a treatment for Alexander disease, another rare neurological disorder that affects movement, and speech.Ionis held about $2.1 billion in cash, cash equivalents and short-term investments as of June 30, 2026.<h2 class="st-heading-2">Retail Is Bullish On IONS</h2>Retail sentiment surrounding IONS on Stocktwits remained ‘bullish’ over the past 24 hours, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/IONS_43a3cd4e98.png" alt="IONS.png">The stock has been under heavy selling pressure so far in 2026, slumping nearly 45%.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/spacex-tesla-merger-buzz-musk-public-endorsement-could-complicate-deal-talks/cZxwiYoRBD9">CLSA Says SpaceX Merger Buzz Overshadows Tesla’s Concerns, But Musk’s Public Endorsement Could Reportedly Complicate Deal Talks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ionis Pharmaceuticals logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

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