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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 triggered a sharp selloff, with traders focused on the earnings miss, heavy AI infrastructure spending and negative free cash flow, alongside slower Search and advertising growth. The debate is whether strong Cloud growth and investment-related losses make the reaction excessive, or whether AI spending and weaker Search monetization pose lasting 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 of positive Phase 2 lifileucel results in previously treated metastatic lung cancer is the main catalyst, with traders focused on whether the data and precision-medicine update can extend its TIL platform beyond melanoma. Many are bullish on the potential, while others caution that detailed results and the regulatory path still matter and warn of a possible sell-the-news reaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured cash flow, have fueled concerns about returns on investment and slowing search momentum. Traders are split between viewing the selloff as an overreactionciting strong cloud growthand worrying that AI spending and search competition could weigh on the business.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms reported $63 billion financing arrangement for AI chips and networking gear for Anthropic, alongside Anthropics IPO filing, has renewed focus on AVGOs AI demand outlook. Bulls see the deal as evidence of committed future demand, while skeptics question the circular financing and Broadcoms exposure to residual-value guarantees; concerns about hyperscaler capex have also fueled debate over the broader AI trade.

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 path to positive free cash flow, and capped additional financing eased concerns about AI data-center spending and debt, driving a sharp rally. Bulls welcomed the added financial clarity, while skeptics questioned whether management can deliver and pointed to debt, execution risks, and the stocks pullback after the surge.

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 earnings and revenue beat expectations as Azure growth accelerated, while capital spending came in below forecasts, prompting a positive initial reaction and comparisons with Alphabets weaker report. Traders remain divided over whether strong cloud demand and AI monetization outweigh concerns about declining free cash flow, heavy investment, and the stocks fading post-earnings gains.

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

SELLASs Phase 3 REGAL AML trial reached its prespecified 80th event, triggering final analysis ahead of preliminary topline results; the announcement was followed by a sharp selloff. Traders disagree on whether the decline reflects profit-taking or concerns about the binary readout, and the trials survival benefit remains unknown.

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 reports that Marvell is in advanced talks to acquire it, a potential deal that could strengthen Marvells position in AI data-center optics; no agreement is final. Traders are divided between seeing strategic value and a possible takeover premium, and questioning the rumor, financing and dilution risksfueling sharp volatility in LITE.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias proposed Hugging Face acquisition is drawing DOJ scrutiny, and traders link the inquiry to the stocks weakness amid broader concerns about AI spending and Googles competing TPUs. Some see the selloff as an overreaction and a buying opportunity, while others cite regulatory risk and rising competition as reasons for caution.

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

Reported advanced talks to acquire Lumentum are driving discussion, though no deal is final. Traders see potential strategic value in adding optical technology for AI data centers, while others worry about the deals financing, debt and possible shareholder dilution.

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Stoneridge and Kodiak AI Announce Collaboration to Advance Autonomous Commercial Vehicles

Stoneridge and Kodiak AI Announce Collaboration to Advance Autonomous Commercial Vehicles Stoneridge and Kodiak AI Announce Collaboration to Advance Autonomous Commercial VehiclesPR NewswireNOVI, Mich., Oct. 28, 2026 Stoneridge MirrorEye Camera Monitor System (CMS) now in use on Kodiak...

Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms

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The trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.

Full Transcript: Kodiak AI Q2 2026 Earnings Call

Kodiak AI (NASDAQ:KDK) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call.
This transcript is brought to you by Benzinga APIs. For real-time access to our entireread more...

Kodiak Copper: Can a Fully Funded Drill Program Unlock a Much Larger Copper Resource?

Kodiak Copper is moving from resource definition to resource growth at its MPD copper-gold project in British Columbia, backed by a recent $15 million financing and an expanded drilling program. 
After seven years of exploration and substantial drilling, Kodiak Copper reached a major milestone in December 2025 with the release of its maiden mineral resource estimate spanning seven deposits at the MPD project. With an initial resource now established, the company's focus is shifting toward determining how much larger the copper-gold system could become. 
A recent $15 million financing gives Kodiak the capital to significantly expand its drilling program. Management sees considerable potential to grow the existing resource through continued exploration, with drilling aimed at supporting an expanded resource estimate targeted for early 2027. 
Kodiak is also working to unlock value from assets outside its core British Columbia project. The company recently announced a transaction with Teck Resources involving its non-core copper-cobalt copper porphyry asset in Arizona. Under the proposed transaction, Kodiak's asset and an Arizona project contributed by Teck will form part of anew company expected to list on the TSX Venture Exchange. Kodiak views the transaction as an opportunity to crystallize value from an asset that is not currently central to its valuation. 
For investors, the next stage of Kodiak's story is increasingly about scale. Management believes continued drilling and resource growth could help narrow the valuation gap between Kodiak and more advanced copper developers with larger resources. 
With an established maiden resource, fully funded drilling, significant exploration upside, and a strategic transaction with a major global mining company, Kodiak Copper is entering a catalyst-rich period focused on demonstrating the larger potential of its copper-gold portfolio. 
For more information on Kodiak Copper (TSX-V: KDK | OTCQX: KDKCF) please click the request investor info button. 
‍

Kodiak Copper: Unlocking the Potential of a Large-Scale Copper-Gold Project in BC

Kodiak Copper is advancing its MPD Project in British Columbia, where continued exploration is targeting the potential for a significantly larger copper-gold resource.  
Kodiak Copper’s flagship MPD Project in British Columbia is being advanced as a large-scale copper-gold opportunity. With copper essential to power grids, electric transportation, data infrastructure and broader electrification, new sources of supply are becoming increasingly important.  
Kodiak is focused on expanding the scale of MPD through continued exploration and positioning the project within the long-term need for new copper resources.  
For more information on Kodiak Copper (TSX-V: KDK | OTCQX: KDKCF) please click the request investor info button.  
‍

This Robinhood Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

Analysts initiate coverage: Buy ratings for Robinhood ($170), TriSalus ($11), Kodiak AI ($8); Underperform for Deckers ($70).read more...

Atlas Energy Solutions Expands AI-Enabled Digital Transformation of Oilfield Logistics with Kodiak-Powered Driverless Trucks

Atlas Energy Solutions Inc. (NYSE: AESI) (Atlas), a leading energy solutions provider, today announced an expansion of its autonomous truck operations in the Permian Basin, advancing its commitment to unlocking energy by digitally transforming oilfield logistics.This press release features...

Cathie Wood Sells Robinhood Stock, Doubles Down On This George Soros-Backed AI Stock

On Wednesday, June 10, 2026, Ark Invest sold $7.8M in Robinhood shares Wednesday while adding 141,502 shares of Kodiak AI
read more...

What Is West Fraser Timber Co Ltd (WFG) Doing with Kodiak AI?

What Is West Fraser Timber Co Ltd (WFG) Doing with Kodiak AI...

General Dynamics Corporation (GD) Partners with Kodiak AI on Autonomous Ground Vehicles for Defense Applications

General Dynamics Corporation (GD) Partners with Kodiak AI on Autonomous Ground Vehicles for Defense Applications...

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Kodiak AI

Kodiak AI, Inc. is a provider of AI-powered autonomous vehicle technology designed to help tackle some of the toughest driving jobs. Its solutions address the critical problem of safely transporting goods in the face of unprecedented supply chain challenges. The company was founded in 2018 and is headquartered in Mountain View, CA.

Kodiak AI Inc.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>The selling was concentrated across several of Ark's ETFs rather than limited to one part of the portfolio.</li><li>ARK Innovation ETF pared its stake in five prominent companies, namely, SpaceX, AMD, Alphabet, Robinhood Markets and Shopify.</li><li>The buying activity was concentrated in ARKG, where Ark added positions across a broad group of biotechnology companies rather than concentrating its purchases in a single stock.</li></ul>Cathie Wood-led Ark Invest reshuffled several of its holdings Friday, selling a number of prominent technology and growth names while adding to a wide range of biotechnology stocks.The trades put some of Ark's better-known holdings on the sell side, including Advanced Micro Devices Inc. (AMD), Alphabet Inc. (GOOG) and Space Exploration Technologies Corp. (SpaceX), while its genomics-focused ARK Genomic Revolution ETF (ARKG) continued to add to biotech companies.<h2 class="st-heading-2">Ark Pares AMD, SPCX, GOOG Stakes</h2>The selling was concentrated across several of Ark's ETFs rather than limited to one part of the portfolio.ARK Innovation ETF (<a class="mention" data-mention="$ARKK" data-symbol-id="ARKK" href="https://stocktwits.com/symbol/ARKK" target="_blank">ARKK</a>) pared its stake in five prominent companies, namely, SpaceX, AMD, Alphabet, Robinhood Markets Inc. (HOOD) and Shopify Inc. (SHOP).The trades extended beyond technology. ARK Blockchain &amp; Fintech Innovation ETF (ARKF) sold the ARK 21Shares Bitcoin ETF (ARKB) and DraftKings Inc. (DKNG), while ARKG reduced positions in Personalis Inc. (PSNL) and CareDx Inc. (CDNA). ARK Space &amp; Defense Innovation ETF (ARKX) sold Iridium Communications Inc. (IRDM).Among the technology names, the transactions included both semiconductor and internet exposure, with AMD, Alphabet and Shopify all appearing among ARKK's sales.<h2 class="st-heading-2">ARKG Adds Across Biotech</h2>The buying activity was concentrated in ARKG, where Ark added positions across a broad group of biotechnology companies rather than concentrating its purchases in a single stock.The purchases included gene-editing companies CRISPR Therapeutics AG (CRSP), Intellia Therapeutics Inc. (NTLA) and Beam Therapeutics Inc. (BEAM).Other companies which saw buying activity from ARKG included Nurix Therapeutics Inc. (NRIX), Guardant Health Inc. (GH), Kymera Therapeutics Inc. (KYMR), Compass Pathways PLC (CMPS), Alamar Biosciences Inc. (ALMR) and Freenome Inc. (FRNM).ARK Autonomous Technology &amp; Robotics ETF (ARKQ) also bought shares of Symbotic Inc. (SYM) and Kodiak AI Inc. (KDK).<a href="https://stocktwits.com/symbol/ARKG">ARKG’s price</a> closed up over 4% in Friday’s regular trading session and rose nearly 0.4% during the after-hours trade. Retail sentiment on Stocktwits around ARKG trended in the ‘bearish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-spectrum-deal-raises-asts-value-telecom-stocks/cZxTkNERBnp">SpaceX's Spectrum Deal Could Boost AST SpaceMobile’s Strategic Value — Analyst Calls ASTS 'Natural Satellite Partner' For Carriers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Alamar Biosciences Inc.

Advanced Micro Devices Inc

ARK 21Shares Bitcoin ETF

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Autonomous Technology & Robotics ETF

ARK Space Exploration & Innovation ETF

Beam Therapeutics Inc

Caredx Inc

COMPASS Pathways

CRISPR Therapeutics AG

DraftKings Inc

Freenome, Inc.

Guardant Health Inc

Robinhood Markets Inc

Iridium Communications Inc

Kodiak AI Inc. - Ordinary Shares - Class A

Kymera Therapeutics Inc

Nurix Therapeutics Inc

Intellia Therapeutics Inc

Personalis Inc

SpaceX

Symbotic Inc

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	$1.31
Prev Close	$1.12
Open	$1.30
Dividend Yield	0.00%
50-Day Moving Average	$2.66
Beta	1.53
Avg. Volume	3.86M
PE Ratio	-0.28

52-Week High	$11.35
52-Week Low	$0.96
Market Capitalization	$224.69M
EPS (Annual)	-$6.42
Price to Book	-1.35
Revenue Per Employee	$11,102.34

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