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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 and sharp post-earnings selloff dominate discussion: strong Cloud growth was overshadowed by weaker-than-expected results, heavy AI infrastructure spending and negative free cash flow, alongside concerns that AI features could pressure Search ad monetization. Traders are split between viewing the drop as an overreaction and dip-buying opportunity and worrying that slowing core advertising growth and rising spending could weigh on returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured profits and free cash flow, are driving the selloff. Traders are divided between concern that spending and slowing search growth may not deliver returns soon and optimism that strong cloud growth and AI adoption justify the investment.

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 that it will present positive Phase 2 lifileucel results in previously treated metastatic non-small cell lung cancer, alongside a precision-medicine update, drove attention as traders focused on the therapys potential beyond melanoma. The reaction is largely bullish, though some traders caution that the announcement provided no detailed efficacy figures; short-squeeze and buyout talk remains speculative.

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 resultsan earnings miss and softer forward contract-growth guidance despite stronger revenue and raised AI targetssparked a sharp selloff. Traders are divided between calling the drop an overreaction given continued growth and AI demand, and seeing it as a warning about slowing momentum, rich valuation, and broader SaaS-sector weakness.

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 expectations, with accelerating Azure growth and stronger cloud guidance reinforcing the view that AI demand is translating into revenue; lower-than-expected capital spending also reassured some investors. Traders remain divided over the scale and returns of AI investment, including pressure on free cash flow, and some noted that the initial post-earnings rally faded.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics quarterly update and reduced full-year outlook, including a forecast of lower fourth-quarter sales, have fueled selling; traders point to the cyberattacks operational impact as well as weaker momentum in Watchman and electrophysiology. The reaction is divided between criticism of management and concern that the cyber incident may not explain the broader slowdown, and dip buyers who see the selloff as overdone.

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

Anthropics IPO filing and a large bank-backed financing arrangement for Broadcom AI chips and networking gear have renewed attention on AVGOs AI demand outlook, alongside analyst upgrades. Bulls see stronger demand visibility, while skeptics question the financing guarantees and whether AI spending can be sustained amid recent semiconductor weakness.

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 have focused attention on the strategic push into AI data-center optics. Traders are divided: some see stronger control of optical components as a long-term advantage, while others worry the large, unfinalized deal could require substantial debt or share dilution.

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 are driving attention, with traders weighing the strategic value of Lumentums AI-data-center optics against concerns about financing, dilution, and whether a deal will materialize. Neither company has confirmed a final agreement, and the rumor has fueled volatile trading and debate over a potential premium.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins choppy pullback and struggle to hold a key support area dominate discussion, with traders split between expecting further downside and viewing dips as buying opportunities. Fed uncertainty, election concerns, and geopolitical tensions are cited as sources of volatility, but no single macro catalyst clearly dominates.

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Strategy Index ETF (OPTZ) Touches a New 52-Week High

OPTZ hits a new 52-week high, rising 63.2% from its low as tech-driven momentum boosts investor interest. 

Birkenstock Stock Tumbles 12% Pre-Market After FY26 Projections Fail To Impress Investors

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Birkenstock projected a muted sales growth for FY26, and its adjusted profit estimate came below analyst expectations, as U.S. tariffs continue to impact its business.  


AMC’s Retail Sentiment Bearish As Q2 Report Nears: Movie Magic Fading?

On Stocktwits, retail sentiment for the stock has improved since it released preliminary numbers, but remains bearish hours before earnings results are due.

Retail Investors Hammer AMC Entertainment After It Discloses Preliminary Q2 Earnings: Here’s What The Firm Said

The company expects a 23.50% year-over-year (YoY) fall in its revenue at $1.03 billion while net loss is expected to be approximately $320.80 million, compared to net earnings of $8.60 million for the same period last year. Retail remains concerned about further dilution given the company’s continued lack of profitability.

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<ul class="summary-bullets"><li>The company projects FY26 adjusted EPS in the range of €1.90 to €2.05.</li><li>It estimates FY26 revenue in the range of €2.30 billion to €2.35 billion.</li><li>Birkenstock cited headwinds from currency translation and incremental tariffs on its projections.</li></ul>Birkenstock Holding (<a href="https://stocktwits.com/symbol/BIRK">BIRK</a>) shares tumbled nearly 12% in Thursday’s premarket after the company’s FY26 revenue and adjusted profit projections fell below analyst estimates, as tariff uncertainty weighs on demand. &nbsp;&nbsp;The company that largely makes its products in Germany has increased prices to mitigate the impact of Donald Trump’s 15% tariffs on EU imports, but continues to see muted sales growth as it joins a slew of consumer companies hurt by sweeping U.S. tariffs and elevated inflation.&nbsp;The German footwear company projected adjusted profit for FY26 in the range of €1.90 to €2.05 per share ($2.23 to $2.40), below analyst estimates of €2.09 per share, according to Fiscal.ai. It also projected a 100-basis-point hit to its annual gross margin due to the tariffs' impact.&nbsp;<h2 class="st-heading-2">Revenue Projections</h2>The company’s FY26 revenue estimate of €2.30 billion to €2.35 billion also fell below the €2.39 billion estimate. However, the company’s fourth quarter (Q4) revenue of €526 million edged above analyst estimates of €521 million, as tariff impact was somewhat cushioned by robust demand for its products.&nbsp;The company said it expects to invest in capital expenditures of €110 million to €130 million in 2026, well above the €85 million it invested in 2025 to expand production capacity.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around BIRK remained ‘extremely bullish’, and message volume remained ‘extremely high’. The stock was among the top 10 trending stocks on Stocktwits.<figure class="image"><img style="aspect-ratio:643/72;" src="https://news.stocktwits-cdn.com/Capture_1_PNG_a8c4c99ec1.webp" alt="On Stocktwits, the retail sentiment around BIRK remained ‘extremely bullish’, and message volume remained ‘extremely high’. " width="643" height="72"></figure>Shares in Birkenstock have fallen 19% so far in 2025.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: €1 = $1.17) &nbsp;

Various Birkenstock shoes are displayed on shelves in a Birkenstock store on Ehrenstraße. Photo: Rolf Vennenbernd/dpa (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Birkenstock projected a muted sales growth for FY26, and its adjusted profit estimate came below analyst expectations, as U.S. tariffs continue to impact its business.  

BIRKENSTOCK HOLDING PLC

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

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