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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 earnings miss, slower Search and advertising growth, and heavy AI spending that pushed free cash flow negative drove the sharp selloff, despite strong Google Cloud growth. Traders are split between calling the drop an overreaction and buying the dip, and worrying that AI could pressure Search monetization and that the investment may not generate adequate returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured cash flow, triggered a sharp selloff. Traders are split between concerns that AI competition is weakening Search monetization and doubts about returns on spending, and bullish arguments that rapid Cloud growth makes the drop an overreaction.

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 as Azure growth accelerated, prompting an initial positive reaction. Traders are divided after the stock gave back much of that move, weighing strong cloud demand and cash generation against heavy AI infrastructure spending, capacity delays, and broader weakness following Alphabets results.

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 results and softer outlook for near-term contracted revenue growth sparked a sharp selloff, with investors debating whether AI demand can offset slowing growth and high expectations. Many traders call the reaction an overreaction given the companys revenue growth and raised AI targets, while others see the outlook as a reason to reassess its valuation and software-sector 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

Updated lifileucel data in non-small-cell lung cancer sparked a sharp selloff, despite response rates holding near prior results and stronger signals in a biomarker-selected subgroup. Traders are split between viewing the subgroup findings as a promising precision-treatment opportunity and worrying that a narrower eligible population, further validation, and regulatory timing could limit or delay the commercial upside.

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 upcoming quarterly report is the dominant focus, with traders watching AWS growth and whether AI spending can translate into stronger margins and cash flow. Some expect strong cloud results and a favorable reaction, while others fear that heavy capex and the selloff after Alphabets report could weigh on the shares even if Amazon beats expectations.

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 focused attention on LITE, though no deal is final. Traders are divided between seeing strategic value in Lumentums scarce AI-data-center optics and questioning the rumor, potential financing and dilution, as the shares swing sharply.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Lines quarterly earnings beat and raised full-year outlook are driving the rally, with traders welcoming signs of improved performance after a prolonged downturn. The community is broadly bullish and speculates that heavy short interest could amplify gains, while others point to debt, weaker yields, fuel costs and profit-taking as risks.

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 long-term growth outlook and plan to reach positive free cash flow while limiting additional financing eased AI-spending and debt concerns, prompting a sharp rally. Traders remain divided over whether the projections are credible and executable, while some attribute the subsequent pullback to profit-taking and spillover from Alphabets results.

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 update and the CEOs estimate that VK2735 may not reach commercialization for roughly two and a half years have fueled concern about the long wait, cash burn and potential dilution. Traders are divided over partnering or selling versus going it alone, while bulls cite Phase 3 progress and strong demand for obesity drugs as reasons for optimism.

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Extremely Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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