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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 IOV-LUN-202 Phase 2 results in previously treated metastatic NSCLC and a webcast to discuss the data has driven attention, with traders focused on whether lifileucel could expand beyond melanoma and whether precision-based patient selection strengthens the case. The community is broadly enthusiastic, but speculation about improved response rates, an earlier FDA path, and a short squeeze remains unconfirmed pending detailed data.

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 sparked a sharp selloff as investors focused on the earnings shortfall, negative free cash flow, and expectations for significantly higher AI infrastructure spending, despite rapid Google Cloud growth. Traders are split between viewing the drop as a buying opportunity and worrying that capex, weaker advertising and search trends, and uncertain AI returns could pressure the business.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings disappointment and heavy AI infrastructure spending, which weighed on profits and cash flow despite strong Google Cloud growth, are driving the discussion. Traders are split between viewing the selloff as an overreaction and worrying that rising costs, slowing search growth, and AI competition could undermine returns.

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, with accelerating Azure growth and a stronger outlook; traders also welcomed capital spending coming in below expectations. The initial bullish reaction faced a sell-the-news counterpoint, as some debated whether AI investment can translate into durable cash flow and the shares gave back part of their after-hours gains.

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 driven attention, with traders debating whether the reported deal will materialize and how Marvell would finance it. The potential tie-up is seen as a strategic move in AI data-center optics, but no agreement is final.

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

SELLAS said its Phase 3 REGAL trial of the AML vaccine GPS reached the prespecified 80th event, triggering final analysis ahead of topline results expected this quarter. The stocks sharp decline after the milestone has fueled debate: some traders view it as a sell-the-news reaction before a binary data readout, while others warn the trials efficacy remains uncertain.

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 revenue growth and a raised AI sales targettriggered a sharp selloff. Traders are divided between concerns about slowing software growth and AI disruption, and buyers who view the drop as an overreaction to strong AI demand and business momentum.

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 focused attention on VK2735s commercialization timeline, with the CEOs estimate of roughly two and a half years to launch prompting criticism that the company is moving too slowly. Investors are also debating cash burn and dilution risk, and whether Viking will pursue a partnership or commercialize independently; bullish voices point to the obesity drugs ongoing Phase 3 program and future data as reasons for patience.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets sharp post-earnings selloff is dominating discussion: despite an EPS and revenue beat and higher full-year revenue guidance, traders are focused on a reduced service-revenue outlook and signs of slowing growth amid a high valuation. Bulls call the drop an overreaction to otherwise solid results, while bears see the forecast and growth concerns as justification; the decline is also weighing on cybersecurity peers.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares jumped on a Trian-led groups proposal to take the company private. Traders largely view the offer as too low and anticipate board resistance or a higher bid, while others warn the proposal could cap gains or fall through; short-squeeze speculation is also common.

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The move appears tied to strength in Oracle and optimism about AI infrastructure demand, with traders also pointing to relief after the Fed held rates and a broader rebound in neocloud stocks.

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Applied Digital Corporation (NASDAQ: APLD) stock moved higher Tuesday as tech led market gains and data center operators pushed back against AI demand concerns.read more...

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Gartner Warns $3.5 Trillion AI Investments In Jeopardy, Reiterates Returns Don’t Justify Neocloud Buildout 

Equity

Research firm Gartner in an interview to CNBC warned that overexpansion in AI neocloud computing could leave $3.5 trillion in investments vulnerable to steep write-downs by 2030. 


Why Is Applied Digital Stock Surging on Monday?

Applied Digital (NASDAQ: APLD) stock rises Monday after Friday's chip sell-off. See the market context, analyst ratings and consensus price forecast.read more...

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IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise?

IREN expands liquid-cooled data centers to boost AI computing capacity and revenue per MW, but $25-$30 billion in fiscal 2027 capex raises execution and financing risks.

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Applied Digital

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Bearish Sentiment

<ul class="summary-bullets"><li>Gartner predicts that 80% of independent AI-focused computing providers (neoclouds) could face consolidation, mergers, or acquisitions, in an interview to CNBC.</li><li>Slower growth among leading AI frontier models highlights a widening gap between multi-trillion-dollar capital expenditures and actual financial returns.&nbsp;</li><li>Wall Street saw a severe tech rout last week as investors reevaluated AI valuations.</li></ul>Wall Street research and advisory firm Gartner is standing by last week’s prediction that up to $3.5 trillion in artificial intelligence infrastructure investments could be in jeopardy over concerns that bloated AI capex might not generate as much revenue.John Lovelock, Gartner's chief forecaster, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/10/19/gartner-analyst-warns-about-ai-neccloud-build-out.html">told CNBC</a> on Monday that current industry returns are simply failing to support the astronomical scale of capital being deployed. Gartner released a report last week, signaling that most of the neocloud market would cease to exist by 2030, triggering a broader stock market correction."The market is grappling with a severe timing mismatch, with an overabundance of processing power," Lovelock said."At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions," Lovelock told CNBC in a Monday interview. "Everyone in the AI race is running for a last-man-standing position. Pretty much every market that Gartner is tracking in our AI race is likely to collapse down to a duopoly."According to Gartner’s analysis, that commercial duopoly for primary frontier models is consolidating around Anthropic and OpenAI. Lovelock said that the massive computing asset base being constructed by independent providers—known as neoclouds—to service that duopoly demands cash flows that are not scaling proportionally with upfront costs.&nbsp;Neocloud firm <a class="mention" data-mention="$CRWV" data-symbol-id="CRWV" href="https://stocktwits.com/symbol/CRWV" target="_blank">CoreWeave</a> (CRWV) ended 0.4% lower on Monday after falling over 25% for the week ending Oct. 16. However, Peers Iren (IREN), Nebius (NBIS) and Applied Digital (APLD) all ended higher on Monday, following steep stock value corrections from last week.&nbsp;&nbsp;<h2 class="st-heading-2">Decelerating Revenue and Capital Mismatches</h2>Lovelock’s research underscores that overall artificial intelligence revenues will fall short of supporting profitable returns on planned capital expenditures between 2027 and 2030. This caution is reflected in slowing financial growth among foundational players.For instance, Anthropic's quarterly revenue growth slowed significantly, dropping from 140% in the second quarter to 45% in the third. Analysts note that Anthropic's $16.8 billion quarterly revenue remains small compared with the more than $5 trillion hyperscalers are projected to spend to build the ecosystem through 2030.&nbsp;Lovelock also told CNBC that artificial intelligence should be viewed as a foundational technology rather than an isolated standalone market.&nbsp;<h2 class="st-heading-2">Wall Street Recovers But Caution Remains</h2>The Gartner disclosures heavily influenced market sentiment, contributing to a volatile week on Wall Street. Analysts at Wolfe noted that markets were already jittery when the Gartner report dropped, warning that neocloud providers remain uniquely exposed to infrastructure impairment.Overall, the S&amp;P 500 closed down 2% and the Nasdaq Composite tumbled 4% for the week ending Oct. 16, as investors rotated away from high-flying technology equities. Meanwhile, the Dow Jones Industrial Average managed a 0.7% gain.The SPDR S&amp;P 500 ETF (SPY) and the tech-heavy Invesco QQQ (QQQ) ended last week lower before recovering slightly on Monday.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Digitally generated 3D render of an artificial intelligence processor chip labeled AI positioned on a futuristic circuit board with illuminated data pathways. (Photo credit: Getty Images)

Wall Street research and advisory firm Gartner is standing by last week’s prediction that up to $3.5 trillion in artificial intelligence infrastructure investments could be in jeopardy over concerns that bloated AI capex might not generate as much revenue

Gartner Warns $3.5 Trillion AI Investments In Jeopardy As Returns Don’t Justify Neocloud Buildout

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Investors are bullish on long-term data center demand, citing significant contracted backlogs and institutional interest from hyperscalers.

Sentiment is shifting as traders look for a potential rally to burn short positions amid aggressive insider buying near current price floors.

Optimism is surging due to positive sentiment from key sector tenants, fueling hopes for revenue expansion and long-term viability.

Traders are cautious and remain laser-focused on upcoming Federal Reserve rate commentary and PCE inflation data as primary volatility drivers.

Many retail traders are calling out alleged performance art and manipulative patterns in sector-wide moves triggered by large-cap earnings.

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