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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 of positive Phase 2 lifileucel results in previously treated metastatic NSCLC, alongside a precision-medicine update, is driving attention as traders weigh the therapys potential beyond melanoma. The community is broadly excited about the lung-cancer opportunity, but some caution that detailed efficacy data and a path toward approval remain to be assessed and warn of a possible sell-the-news reaction.

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 missed expectations, and investors focused on heavy AI infrastructure spending, negative free cash flow and slower Search and advertising growth despite strong Cloud growth. Traders are divided between seeing the selloff as an overreaction and dip-buying opportunity, and worrying that AI costs and pressure on Search monetization could weigh on returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings-related selloff is driving discussion, as investors weigh slowing Search and advertising growth, heavy AI infrastructure spending and pressure on cash flow against strong Cloud growth. Traders are split between viewing the drop as an overreaction and buying opportunity and worrying that AI competition and spending may undermine Search monetization and returns.

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 and setting up topline results later this quarter, but the update did not disclose whether GPS improves survival. Traders are divided after the shares sold off on the milestone: bulls focus on the upcoming readout, while skeptics emphasize the binary risk and uncertainty over whether the trial met its endpoint.

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 beat and accelerating Azure growth, alongside upbeat cloud guidance, are driving attention as traders view the results as evidence that AI demand is translating into revenue. The reaction is broadly positive and compares favorably with Alphabet, though capex below expectations and a fade in some post-earnings gains have fueled debate about AI spending and the strength of the rally.

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 outlook are driving attention, with traders cheering the results and anticipating a relief rally. Some remain cautious about softer booking and yield trends, the companys debt burden, and whether management can sustain the improved outlook.

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 earnings miss and slower-than-expected outlook for near-term contracted revenue growth triggered a sharp selloff, despite stronger revenue and raised AI targets. Traders are divided between calling the reaction an overdone valuation reset and worrying that growth is decelerating and AI could disrupt enterprise software.

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 limits on additional financing eased concerns about funding its AI infrastructure buildout and fueled a sharp rally. Many traders welcomed the guidance, while skeptics questioned whether Oracle can deliver and pointed to its debt and the stocks retreat from session highs.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep slide to a new low is driving the discussion, with traders criticizing the companys losses and dependence on Trump and linking the selloff speculatively to midterm uncertainty and anticipated earnings. Sentiment is overwhelmingly bearish, though a few traders are buying the dip or hoping for a merger-related rebound.

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

Reports that Marvell is in advanced talks to acquire Lumentum are driving attention, with traders weighing the strategic appeal of securing optical components for AI data centers against concerns about financing, dilution, and deal execution. The talks remain unfinalized, and some traders question whether the report is reliable.

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Forget Inflation: Funflation Is Here and These ETFs Are Riding on It 

ETFs like AWAY are riding on "funflation" as consumers keep spending on hobbies, travel, music and leisure despite higher prices.

Exchange Traded Concepts to Close and Liquidate The MUSQ Global Music Industry Index ETF (NYSE: MUSQ)

Exchange Traded Concepts to Close and Liquidate The MUSQ Global Music Industry Index ETF (NYSE: MUSQ) Exchange Traded Concepts to Close and Liquidate The MUSQ Global Music Industry Index ETF (NYSE: MUSQ)PR NewswireOKLAHOMA CITY, Sept. 25, 2026 OKLAHOMA CITY, Sept. 25, 2026 /PRNewswire/ -- After...

Spotify Q4 Earnings Beat Expectations — So Why Did The Street Lower Its Price Target?

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Evercore said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%. 

Why Did StubHub’s Stock Plunge 26% Today?

CEO Eric Baker stated that the company plans to provide updated 2026 guidance during its next earnings call.

Taylor Swift Drops Surprise Album Reveal On Travis Kelce’s Podcast: Boost Loading For Universal Music Group?

“This is my brand new album, The Life of a Showgirl,” she said, according to a podcast teaser posted on social media. 


Dolby Stock In Focus As Google-Samsung Prepare Free Rival to Atmos 3D Audio Tech; Alphabet Faces Retail Pushback

According to a Verge report Google-Samsung’s Eclipsa Audio will offer 3D audio experiences on certain YouTube videos later this year


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David Schulhof

Exchange Traded Concepts Trust - MUSQ Global Music Industry Index ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating.&nbsp;</li><li>Canaccord analyst Maria Ripps said that its lowered target on Spotify comes amid a lower multiple applied to its 2027 revenue estimate.</li><li>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.</li></ul>Spotify Technology (SPOT) on Tuesday reported fourth-quarter (Q4) 2025 results, posting better-than-expected earnings and a growth in users.Despite the upbeat results, the audiostreaming company received a sleuth of downgrades from Wall Street analysts.Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating. Jefferies also lowered its price target on the company to $650 from $750 and maintained a ‘Buy’ rating.Canaccord lowered Spotify’s pierce target to $750 from $850 and kept a ‘Buy’ rating on its shares.<a href="https://stocktwits.com/symbol/SPOT">Shares of SPOT </a>were up nearly 15% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>According to TheFly, Evercore said that while Spotify’s Q4 results were fundamentally and relatively good, the analyst said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%.However, Evercore added that it continues to view Spotify as the global leader in streaming audio, supported by accelerating monetization, durable user growth, and improving profitability.Meanwhile, Jefferies said that Spotify’s Q4 results reinforce its positive view on the stock and Q1 gross margin guidance of 32.8% suggests label wholesale price increases won't pressure margins. However, the analyst noted that Spotify’s first-quarter (Q1) subscriber guidance of 3 million additions quarter-over-quarter was below the street’s expectation of 4 million.&nbsp; However, Jefferies said that it doesn't view this as an issue, given Spotify's historical pattern of guiding to 2 million to 3 million quarter-over-quarter in Q1 consistently across the past four years.Canaccord analyst Maria Ripps said that Spotify reported "solid" Q4 results, with all key metrics coming in ahead of expectations. Despite hitting its 14-month low in recent trading sessions, shares continue to trade at an "attractive valuation," the analyst said. However, the lowered target comes amid a lower multiple applied to the firm's 2027 revenue estimate, the analyst said.<h2 class="st-heading-2">Earnings Snapshot</h2>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.The company posted net income of €1.17 billion ($1.39 billion) or €4.43 a share, up from €367 million, or €1.76 a share, a year earlier. Analysts, on average, were expecting a profit of roughly €2.78 a share, according to data from Fiscal.ai. Meanwhile, Spotify’s quarterly revenue increased 7% to €4.5 billion.In the upcoming quarter, Spotify projects €4.5 billion in revenue, €660 million in operating income, and for total premium users to rise to 293 million by adding 3 million net new subscribers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SPOT shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours.Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ territory, climbing 720% in the past 24 hours, according to Stocktwits data from Tuesday morning.One user noted that the latest earnings did not include Spotify’s recent U.S. subscription price increases. The user said that 2026 was going to be strong for the company.<stembedurl>https://stocktwits.com/Crafan/message/644562273</stembedurl>&nbsp;Shares of SPOT have declined nearly 25% in the past year.Exchange Rate: 1 Euro = 1.19 USDFor updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Spotify logo is seen displayed on a smartphone screen. 

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Spotify Technology S.A.

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Depends on the stock

Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

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