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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 C

Alphabets quarterly results and outlook sparked a sharp selloff as traders focused on slowing Search and advertising growth, heavy AI infrastructure spending, and pressure on free cash flow. The community is split between buyers calling the drop an overreaction and bears questioning whether AI can replace Searchs monetization and deliver returns on the spending, while bullish traders point to Cloud growth.

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 post-earnings selloff reflects an earnings miss and softer guidance for contracted revenue growth, raising concerns that growth is slowing and AI demand may take longer to translate into results. Traders are divided between viewing the sharp drop as an overreaction and buying opportunity, and seeing it as a warning about valuation, future growth, and AI disruption risks.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets earnings-related selloff is driving attention, with traders focused on slowing Search growth and heavy AI infrastructure spending that has pressured cash flow, despite strong Google Cloud growth. The reaction is divided between bears worried about AIs impact on Search monetization and spending returns, and dip buyers who view the decline as an overreaction to solid Cloud momentum.

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 updated lung-cancer trial results drove attention: the overall response rate was 24.6% across 69 patients, while a retrospective biomarker-selected subgroup showed a much higher 59.1% rate. Traders debated whether the subgroup supports a promising precision-treatment path or signals a narrower market and a less certain, potentially longer regulatory path; the mixed readout accompanied a steep selloff.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly earnings report is the focus, particularly AWS growth and whether heavy AI infrastructure spending will weigh on cash flow. After Alphabets sharp post-earnings drop, some traders fear a similar selloff, while others expect strong AWS results to support Amazon and the broader tech market.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is drawing attention amid a sharp selloff and intense focus on its Q3 earnings, with traders debating user growth, Googles AI-driven search changes, and the lack of clarity on AI data-licensing deals. Bears worry these factors could pressure Reddits advertising business, while bulls point to its growth and profitability and see the depressed price as an opportunity.

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 drawing attention ahead of its quarterly earnings report, with traders split between hopes for a strong result and concerns that elevated expectations, margins, or guidance could trigger a sell-the-news reaction. The pre-report weakness is also being discussed alongside broader pressure on chip stocks after mixed Big Tech spending signals and Samsungs profit miss.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver after its earlier surge is dominating discussion, with many traders describing relentless selling and fearing further downside. Others see the decline as an oversold buying opportunity, while debate centers on macro pressure from rates, yields and the dollar versus unsubstantiated claims of market manipulation.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs Q3 results, particularly improving profitability and cash flow alongside a stronger EBITDA outlook, are driving the sharp rally. Bulls see signs of a turnaround and speculate that heavy short interest could amplify the move, while skeptics point to declining revenue and continued BetterHelp weakness.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention as SK Hynixs strong results and outlook reinforced optimism about AI-driven memory demand and tight supply ahead of SanDisks own earnings report. Traders are anticipating a sector tailwind but debating whether high expectations could lead to a sell-the-news reaction and sharp volatility.

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DVN Stock Rises As Top Shareholder Reportedly Calls For Sale — What’s Behind The Activist Push?

Equity

According to a CNBC report, TOMS Capital urged the oil producer to consider a sale, adding to pressure just months after its Coterra merger.

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Global X Funds - Global X U.S. Natural Gas ETF

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<ul class="summary-bullets"><li>The activist argued that Devon’s expanded portfolio following the Coterra merger is too complex and contributes to a valuation discount.</li><li>Devon previously said the Coterra combination could deliver $1 billion in annual pre-tax synergies by the end of 2027.</li><li>Earlier this year, Kimmeridge, which held about a 1.4% stake, reportedly urged Devon to sell non-core assets.</li></ul>Devon Energy (DVN) was in the spotlight Wednesday after activist hedge fund TOMS Capital Management reportedly urged the oil producer to explore strategic alternatives, including a potential sale.<a href="https://stocktwits.com/symbol/DVN">DVN shares</a> gained around 3% at the time of writing.<h2 class="st-heading-2">TOMS Capital Pushes For A Sale</h2>According to a CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/09/23/activist-toms-capital-urges-devon-energy-in-letter-to-explore-alternatives-including-a-sale.html">report</a> on Wednesday, TOMS, which is one of Devon’s top shareholders, argued that Devon’s portfolio has become overly complex following its merger with Coterra Energy and believes that complexity is contributing to a valuation discount.TOMS had previously pushed Devon to streamline its portfolio through asset sales but is now calling for a sale of the entire company. The fund argues that a strategic buyer could subsequently divest unwanted assets, shifting the execution risk of those sales away from Devon shareholders.At the time of writing, Devon Energy has not responded to Stocktwits’ request for comment on these developments.<h2 class="st-heading-2">Pressure Builds After Coterra Deal</h2>Devon <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.devonenergy.com/investors/press-releases/press-release-details/2026/Devon-Energy-and-Coterra-Energy-Complete-Merger/">completed</a> its all-stock merger with Coterra in May, creating a larger shale producer with operations across the Delaware Basin, Marcellus, Eagle Ford, Anadarko and the Rockies.The company has said the combination could generate $1 billion in annual pre-tax synergies by the end of 2027 through lower costs and more efficient capital spending. Devon also authorized an $8 billion share-buyback program following the merger. DVN shares have gained roughly 7% since the merger was completed.TOMS Capital isn’t alone in calling for changes. Energy-focused investor Kimmeridge, which held about a 1.4% stake,<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/investor-kimmeridge-urges-devon-pursue-asset-sales-after-coterra-merger-2026-04-28/">&nbsp;</a>urged Devon to rapidly sell non-core assets and explain its post-merger strategy,&nbsp;according to a Reuters report. Kimmeridge argued that a more focused portfolio could improve capital efficiency and shareholder returns.Devon itself disclosed that it began reviewing its combined asset portfolio following the Coterra merger.<h2 class="st-heading-2">Retail’s Take On DVN</h2>Retail sentiment for DVN on Stocktwits remained ‘bearish’ over the past 24 hours.The stock has gained more than 26% so far this year.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/compass-therapeutics-fda-setback-raises-concerns-on-wall-street-h-c-wainwright-calls-tovecimig-filing-strategy-risky/cZMEwFSRBJl">Compass Therapeutics’ FDA Setback Raises Concerns On Wall Street — H.C. Wainwright Calls Tovecimig Filing Strategy ‘Risky’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Devon Energy company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Devon Energy Corp.

Global X U.S. Natural Gas ETF

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