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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 triggered a sharp selloff as earnings and advertising-related results missed expectations, while heavy AI infrastructure spending drove negative free cash flow and raised concerns about returns. Traders are divided: some see the reaction as excessive given strong Google Cloud growth and are buying the dip, while others worry that rising capex and slowing search growth will pressure cash generation.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings and revenue miss, alongside concerns about rising AI capital spending and cash burn, is driving the discussion. Traders are divided between viewing strong Google Cloud growth as evidence the investment is paying off and worrying that spending, slower search growth, and pressure on cash flow outweigh it.

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 report sparked a sharp selloff despite solid revenue growth and a raised full-year outlook, as an earnings miss and slower-than-expected forward contracted-revenue growth raised concerns about decelerating momentum and a valuation priced for stronger results. Traders are split between calling the reaction an overreactionpointing to the companys AI opportunity and strong underlying growthand viewing the outlook as a reason for further caution.

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 fiscal first-quarter results beat expectations, with accelerating Azure growth and lower-than-expected capital spending prompting an initial bullish reaction. Traders remain divided over whether cloud momentum and spending discipline outweigh concerns about AI investment returns and cash flow, while some noted the post-earnings gains faded.

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

Speculation that Marvell is in advanced talks to acquire Lumentum (LITE) is driving discussion, with traders weighing potential AI-optics and data-center synergies against concerns about the deals cost, dilution and financing. The report is treated as unconfirmed, and reactions include both support for the strategic fit and concern that it could pressure MRVL shares.

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 results and conference-call comments have put cash use, future dilution, commercialization timing, and the companys strategy for VK2735 under scrutiny. Traders disagree over whether management is leaning toward going it alone or may partner or sell; frustration about the share-price decline contrasts with optimism about the obesity-drug pipeline and its maintenance data.

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 return to positive free cash flow, and capped additional financing eased concerns about AI infrastructure spending and debt, driving a sharp rally. Bulls welcomed the added clarity, while skeptics questioned whether the projections are achievable and pointed to the stocks pullback after its surge.

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

Lumentum is drawing attention on reportstreated by traders as an unconfirmed rumorthat Marvell is in advanced talks to acquire it, which traders associate with LITEs sharp move higher. The community is split between takeover enthusiasm and skepticism about whether a deal is real, affordable, or beneficial to shareholders.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Speculation about a potential MarvellLumentum deal has stirred POET traders, who debate whether optics-sector consolidation validates POETs optical-interposer technology and could make it an acquisition target, or instead raises competitive and component-supply risks. That optimism is tempered by doubts about whether POET can turn Lumilens-related development into commercial shipments, with investors looking for execution updates in the companys results.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention as traders react to a broader AI-optics rebound, including a sympathy move on reports that Marvell may acquire Lumentum and optimism around AI infrastructure spending. Buyout chatter remains speculative, and traders are divided over the demand outlook versus dilution concerns and the stocks sharp recent volatility.

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Apple Takes Aim at the Smart Home: ETFs to Tap?

Apple's smart home push could strengthen its IoT presence, but rich valuation makes Apple-focused ETFs a safer way to play the opportunity.

Internet of Things ETF (SNSR) Touches a New 52-Week High

SNSR hits a 52-week high as strong gains in IoT and semiconductor holdings fuel momentum and raise hopes for further upside. 

Why Did WLDS Stock Skyrocket 25% Today?

Equity

The stock, which gained over 500% in a month, rose by more than 25% in Friday’s premarket and experienced a 32,000% surge in retail chatter on Stocktwits over the past week.


Global X Funds - Global X Funds Global X Internet of Things ETF

Bullish Sentiment

Wearable Devices (WLDS) stock became one of the top trending tickers on Stocktwits, attracting fresh investor attention after the stock marched past the $10 resistance level in Friday’s premarket.&nbsp;The stock became the second-most trending ticker on Stocktwits. The company specializes in AI-powered, touchless human-computer interaction. Its products, the Mudra Band and Mudra Link, use proprietary sensors and AI to enable gesture-based, intuitive control of digital devices across various platforms.Retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/WLDS">Wearable Devices stock</a> remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:934/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_12_080854_png_af645659b3.webp" alt="WLDS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Sep. 12, 2025 | Source: Stocktwits" width="934" height="109"><figcaption>WLDS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Sep. 12, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 32,000% explosion in user message count over the past week. Stocktwits users commended the stock breaking into $10.00 price.&nbsp;<stembedurl>https://stocktwits.com/BULLNATION_/message/628436157</stembedurl><stembedurl>https://stocktwits.com/a16z/message/628435611</stembedurl>The run-up to the $10.00 mark was preceded by a slew of news acting as major catalysts. On Thursday, the company said it has entered into a securities purchase agreement with a single institutional investor for the purchase and sale of one million ordinary shares at a purchase price of $4 per share in a registered direct offering. The net proceeds from the offering will be used for working capital and general corporate purposes.On September 10, Wearable Devices secured a patent titled "Gesture and Voice-Controlled Interface Device,” from the United States Patent and Trademark Office, sending the stock into an upward spiral.&nbsp;The company said the newly granted patent enables a more natural and intuitive way for people to interact with smart devices, including smartphones, laptops, and extended reality systems.Wearable Devices' stock has lost 7% in 2025 and over 67% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rezolve-ai-gains-spotlight-again-here-is-what-retail-thinks/chw8FpaRdDI">Rezolve AI Gains Spotlight Again: Here’s What Retail Thinks About The Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

The stock, which gained over 500% in a month, rose by more than 25% in Friday’s premarket and experienced a 32,000% surge in retail chatter on Stocktwits over the past week.

Wearable Devices Ltd

Yes, the bottom is in

No, more downside ahead

Too early to tell

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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