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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 is tied to an earnings miss and a softer outlook for contracted revenue growth, reviving concerns about slowing growth, valuation and AI disruption despite continued AI demand. Traders are split between calling the drop an overreaction and buying the dip, and seeing the weaker growth outlook as a warning sign.

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

A weaker-than-expected quarterly report, slowing Search growth and heavy AI-related spending that pushed free cash flow negative sparked a steep selloff. Traders are divided between calling the drop an overreaction and buying on Google Clouds growth, versus worrying that AI search may be harder to monetize and cash generation could remain under pressure.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results disappointed investors as Search and advertising growth slowed while heavy AI infrastructure spending pressured cash flow. Traders are divided between concerns that AI could erode Search monetization and the cost of investment, and dip-buyers pointing to strong Cloud growth and calling the selloff an overreaction.

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 Phase 2 lung-cancer data, with a 24.6% overall response rate and stronger results in a small biomarker-selected subgroup, sparked a sharp selloff. Traders are split over whether the subgroup points to a promising precision-treatment path or a narrower opportunity and longer road to approval, while many criticize managements presentation of the results.

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 in focus ahead of its quarterly earnings report, with traders split on whether results and guidance can reverse the stocks pre-report slide or trigger a further selloff. The debate is playing out amid weakness across chip stocks and concern that softer-than-expected spending by major cloud companies could weigh on AI infrastructure demand.

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 dominant focus, with traders watching AWS growth, AI-related capital spending, cash flow and guidance. The community is split between optimism that strong cloud results could support the shares and concern that heavy spending could trigger a selloff like Alphabets reaction.

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

Anticipation around SanDisks quarterly earnings and guidance is driving attention, with traders focused on whether AI-related NAND and storage demand will support strong results. Bulls point to positive memory-sector signals, while bears worry that high expectations are already priced in and that shares could fall even on a strong report.

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 driven attention, with traders concerned about financing, potential dilution, and deal uncertainty. Others see strategic value in securing scarce optical components for AI data centers, but no deal is finalized.

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

Reddit shares are drawing attention ahead of the quarterly earnings report after a steep pre-report decline, with traders focused on user growthespecially U.S. daily active usersadvertising trends, and exposure to Googles AI-driven search changes. Bearish traders fear weaker growth and limited clarity on user metrics, while bulls argue the selloff may have priced in those concerns and expect strong results to support a rebound.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is selling off alongside semiconductor stocks as traders react to Samsungs profit miss and lower-than-expected Microsoft and Alphabet capital spending, raising concerns about the pace and returns of AI infrastructure investment. Bears focus on weak price action and sector-wide pressure, while bulls view the drop as a pullback and look to upcoming memory-sector earnings for direction.

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Roku Soars 9% After Guggenheim Upgrade: Here’s What Retail Is Thinking

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Guggenheim said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation. 

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Neutral Sentiment

Shares of video-streaming platform Roku rose over 9% on Friday after Guggenheim reportedly upgraded the stock to ‘Buy’ from ‘Neutral’ while keeping a price target of $75.The brokerage expects investor enthusiasm to continue into the third quarter as the firm makes progress toward expanding video inventory advertising sales through third-party demand-side platforms and improved home screen monetization.Guggenheim also said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation.The brokerage, however, noted that its primary concerns remain unchanged. One of the firm’s worries is that leadership has been slow to take advantage of its dominant position in the connected TV marketplace. Guggenheim also noted that competition in the advertising and CTV marketplaces could pressure financial performance.Following the upgrade, retail sentiment on Roku shifted into ‘bullish’ territory (84/100) from ‘neutral’ zone a day ago, accompanied by high message volume (81/100). &nbsp;<figure class="image"><a href="https://stocktwits.com/symbol/ROKU"><img style="aspect-ratio:1898/520;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_23_at_10_23_13_AM_9db781beab.png" alt="Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024" width="1898" height="520"></a><figcaption>Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024</figcaption></figure>During the second quarter of fiscal year 2024, Roku reported a 14% year-over-year (YoY) rise in &nbsp;its net revenue at $965.20 million. However, the company’s average revenue per user (ARPU) remained flat at $40.68 YoY.The company said continued growth in scale and engagement, along with the execution of its monetization initiatives has positioned it strongly in the ongoing shift to streaming. For the second half of 2024, the firm expects these initiatives to help accelerate revenue from advertising activities.For the third quarter, the company estimates 11% YoY growth in its total net revenue at $1.01 billion with Platform revenue growing 9% YoY and Devices revenue growing 24% YoY.Stocktwits users are enthusiastic about the upgrade. A bullish user believes the stock may cross the $99 mark by the end of the year.<stembedurl>https://stocktwits.com/stanfrombrooklyn/message/583920998</stembedurl>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Guggenheim expects investor enthusiasm to continue into the third quarter 

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