SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors eagerly anticipate earnings, with debates raging about whether the stock will soar or plummet based on the results. Community members are weighing the potential impact of AI-related deals and overall market conditions on AMD's performance, with some bracing for a post-earnings dip.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending due to a mix of earnings results and future guidance, sparking volatility and debate within the investment community. While Q1 earnings missed estimates, strong Q2 guidance is fueling some optimism, with community members discussing potential for significant growth in the AI server market. The community's sentiment is divided, with some expressing concern over past performance and management communication, while others remain bullish on the company's long-term prospects in the AI infrastructure space.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Despite some positive metrics and anticipation of a rate cut catalyst, Upstart's stock faces downward pressure, leading to active community discussion around potential short squeezes and future growth prospects. Investors are debating whether recent partnerships and expansion into new lending verticals will drive growth, or if credit market concerns will continue to weigh on the stock. Community members are closely watching for a potential breakout, while others express concern about the stock's performance in the current economic climate.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is experiencing volatility as it dips below a key psychological level, sparking fear and speculation within the community about a potential bear market. Community members are actively debating potential bottom levels and the influence of macroeconomic factors and large liquidations. Uncertainty around potential government actions and overall market sentiment are adding to the price swings.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors discuss its new robotics company, Mind Robotics, and its potential impact. Community members are also analyzing recent earnings and Q3 revenue expectations, with many expressing optimism for the future despite concerns about profitability and production. The upcoming R2 launch and its potential to compete with Tesla's Model Y are also key talking points.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global (ZETA) is trending after its Q3 earnings, with community members highlighting the company's consistent beat-and-raise performance. Discussions revolve around the potential for further price target increases and the impact of the Marigold acquisition on future earnings. Despite positive results, some traders express confusion about the stock's price action, attributing it to market conditions or short-term manipulation.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

APPS is trending due to positive sentiment surrounding a recent earnings report and increased full-year outlook, with some investors hoping for a price target increase. The community highlights the company's confidence in pursuing a significant market opportunity and anticipates further gains. Discussions also involve speculation about AI integration and potential impacts from changes in the app store landscape.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending as the community analyzes recent earnings, which revealed a miss despite revenue being in-line with expectations, leading to a stock tumble. Community members are discussing the impact of increased spending on AI infrastructure and debating whether the company is undervalued. Some traders express frustration with the stock's performance, while others remain bullish, anticipating long-term growth and potential for acquisition.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending downwards as discussions revolve around its correlation to Ethereum's recent price struggles and concerns about the broader crypto market's stability. Community members are expressing frustration with unrealized predictions and questioning the company's future, while also pointing to potential government actions and institutional ownership as possible catalysts for a rebound. Some traders speculate on potential support levels and future price movements, while others voice concerns of further price declines.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending amidst mixed community sentiment following its latest earnings report, with some highlighting positive revenue growth and net income while others express concern over valuation and same-restaurant sales. The stock's price movement and future potential are being debated, especially in comparison to competitors like Chipotle and Sweetgreen. Discussions include growth prospects, expansion plans, consumer spending habits, and potential market share gains.

statis crypto Watchlist

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Baidu's driverless ride-hailing business reports over 250,000 weekly rides.</li><li>Baidu has been rapidly expanding Apollo Go lately, with launches planned in Dubai, Switzerland, the UK, and Germany.</li><li>Analysts take notice of Apollo Go emerging as a sizable business for the Chinese tech giant.</li></ul>Baidu Inc.'s autonomous ride-hailing business is expanding rapidly worldwide, with weekly rides surpassing 250,000 by the end of October, a company spokesperson told CNBC on Sunday. That's&nbsp;almost the&nbsp;exact weekly ride figure reported in April by Waymo, Alphabet's self-driving car unit, for its U.S. operations.Chinese and American companies are competing head-to-head for the pole position in driverless technology, which is now widely used for taxi services.&nbsp;Baidu's Apollo&nbsp;Go has emerged as one of the largest commercial fully driverless ride-hailing services in China and is now scaling globally. The company recently announced plans to launch in <a href="https://stocktwits.com/news-articles/markets/equity/baidu-apollo-go-gets-dubais-first-autonomous-driving-test-permit-commences-on-road-trials/chD1EPjR33u">Dubai</a> and <a href="https://stocktwits.com/news-articles/markets/equity/baidu-to-bring-apollo-go-to-switzerland-with-swiss-post-partnership/cLG55puR3qT">Switzerland</a>, as well as in the UK and Germany, through a partnership with Lyft.In Mainland China, it mainly operates in Wuhan and parts of Beijing, Shanghai, and Shenzhen, and competes with Pony.ai and WeRide.Apollo Go said it has received 17 million robotaxi ride orders to date, and that its cars have driven 240 million kilometers (149 million miles), with 140 million fully driverless rides, according to the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/03/china-baidu-robotaxis-alphabet-waymo-.html">&nbsp;report</a>.Introduction into a new market often follows significant testing and regulatory formalities, which typically take one to two years to complete. Still, analysts now <a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-rating-upgrade/ch6atp1R3S3">note</a> that Apollo Go could grow into a sizable business as Baidu diversifies beyond online Search.<figure class="image"><img style="aspect-ratio:1292/156;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_03_at_11_13_29_AM_png_7dc30e3cce.webp" alt="Screenshot 2025-11-03 at 11.13.29 AM.png" width="1292" height="156"><figcaption>BIDU sentiment and message volume as of November 2 | Source: Stocktwits</figcaption></figure>On Stocktwits, the retail sentiment for BIDU shifted to 'extremely bullish' as of late Sunday, from 'bearish' the previous day. The message volume was 'normal,' even as community members posted about the Apollo Go news. <a href="https://stocktwits.com/symbol/BIDU">Baidu's shares</a> are down 44% year to date.The company is set to hold its annual tech conference in Beijing on Nov. 13, and will report its quarterly results on Nov. 18.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/your-holiday-spending-just-got-a-lot-pricier-by-nearly-29b-thanks-to-trump-s-tariffs/cL2ZsIlR3yq">&nbsp;Your Holiday Spending Just Got A Lot Pricier — By Nearly $29B — Thanks To Trump's Tariffs</a>

Different generations that are part of Baidu's Apollo Go autonomous ride-hailing service are seen on display during a media tour at the Apollo Park on April 22, 2022 in Beijing, China.(Photo by Kevin Frayer/Getty Images)

Baidu's Robotaxi Fleet Now Matches Waymo's Pace As Weekly Ride Volumes Cross 250K

The Chinese tech company has been rapidly expanding Apollo Go lately, with launches planned in Dubai, Switzerland, the UK, and Germany.

Equity

The Chinese tech company has been rapidly expanding Apollo Go lately, with launches planned in Dubai, Switzerland, the UK, and Germany.


<ul class="summary-bullets"><li>China’s market regulator conducts checks at major food-delivery firms’ offices.</li><li>These inspections are part of ongoing probes as Beijing reviews the sector for anticompetitive and quality concerns.</li><li>With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.</li></ul>Officials from China’s competition regulator conducted checks at the offices of the country’s leading food delivery operators, Alibaba Group Holding Ltd.’s Ele.me, Meituan, and JD.com Inc. this month, according to a Bloomberg report citing an article in the Chinese publication Economic Observer.ByteDance Ltd.’s Douyin was also among the companies investigated.The reported inspections are the latest in Beijing’s scrutiny of the domestic food delivery sector. The country’s three largest platforms have been locked in an intense price war this year, drawing criticism from top leadership concerned about price distortion and anticompetitive practices.&nbsp;In July, President Xi Jinping backed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-warns-against-disorderly-ai-race-as-local-tech-giants-chase-us-rivals/chtTBDeRdZz">campaign</a> to curb “disorderly competition,” and earlier this month, China’s economic planning agency and market regulator announced new measures to support the initiative. Authorities have also cited consumer complaints about food and service among the issues they are probing.The investigations are ongoing, and platforms are preparing materials requested by the authorities, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-24/beijing-probes-food-delivery-companies-quality-control-report">report</a>.&nbsp;The development comes amid a high-stakes war in China's food-delivery space, where companies have resorted to aggressive discounting to undercut rivals.The competition escalated earlier this year when JD.com entered&nbsp;the space, prompting Meituan and Alibaba's&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://ele.me">Ele.me</a> to double down on promotions and subsidies to keep customers from jumping to rival services.On Stocktwits, the retail sentiment was ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> and ‘extremely bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/JD">JD</a> as of early Friday. Alibaba’s shares are up 105% year-to-date, while JD’s shares have declined 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A food delivery rider of JD Takeaway, the food delivery service under China's e-commerce giant JD.com, rides an electric bicycle along a road on April 22, 2025 in Beijing, China. (Photo by VCG/VCG via Getty Images)

Alibaba, Meituan, JD.com: Watch These Stocks As China’s Latest Probe Said To Target Food-Delivery Quality

With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.

<ul class="summary-bullets"><li>Alibaba introduces an AI chat assistant in its Quark app.</li><li>The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.</li><li>BABA shares have declined this month but are still up about 97% year-to-date.</li></ul> Alibaba Group Holding Ltd. on Thursday introduced advanced AI chat features to its Quark app, which originally launched as a browser but was repositioned earlier this year as the company’s flagship consumer platform.&nbsp;The move underscores the Chinese tech giant’s broader play targeting individual users, after previously focusing its AI efforts primarily on enterprise clients.Alibaba’s U.S.-listed shares rose 1.9% in early premarket trading; the company’s Hong Kong stock closed 1.7% up on Thursday.Quark’s new chat feature lets users interact through text or voice, and is powered by Alibaba’s latest Qwen3 models. It offers enhanced reasoning, comprehension, and task execution capabilities, the company said.The app had 6.96 million monthly active users in September, Reuters reported, citing figures from AI product tracker Aicpb.com. Market leader ByteDance's Doubao had 150 million monthly active users, while DeepSeek had 73.4 million, and Tencent followed with 64.2 million.Alibaba has moved swiftly in launching new AI features and upgrades to its large language models, bolstering investor confidence and helping its stock nearly double in value this year.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> was ‘bearish,’ unchanged from the previous day. The stock, down about 13% from its recent record high earlier this month, remains up 97% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Puts AI Chat In Quark App, Eyes Consumers In Latest Growth Push

The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.

ETFs in Focus as China's Economic Growth Slows in Q3

China's GDP slows to 4.8%, raising hopes of policy easing. Likely rate cuts may drive ETFs like KWEB, CQQQ, FXI & MCHI in the coming months.

China's economic growth slowed for a second straight quarter&nbsp;from July to September, official data released on Monday showed, underscoring headwinds from U.S. tariffs and weakness in some local industries.The gross domestic product (GDP) grew 4.8% year-over-year, in line with economists' estimates from Reuters. However, the rate was lower than the 5.2% growth in the April-June period and 5.4% in the January-March period. China is aiming for full-year growth of around 5%.What The Data RevealsThe world's second-largest economy continues to grapple with a host of challenges, including renewed trade tensions with the United States, weak domestic demand, and a persistent slump in the property market.Retail sales, a major gauge of consumption, rose by 3% in September, down from 3.4% in August. Industrial output grew by 6.5% last month, accelerating from a 5.2% rise in August.Private investment, a gauge of investor confidence, declined by 3.1% in the first nine months of the year, compared with a 2.3% decline in the January-August period last year.Other Economic IndicatorsMeanwhile, other economic indicators released on Monday will also likely weigh on trading in the Chinese market. The country's central bank kept the benchmark lending rates unchanged for the fifth consecutive month, in line with expectations.Chinese President Xi Jinping and the country's top leaders, known as the Central Committee, will convene for the "Fourth Plenum" on Monday, a three-day closed-door meeting to discuss China's next five-year plan.Separately, data from China's customs department showed that the country's exports to North Korea, a heavily sanctioned nation, rose 30.75% year-over-year last month, according to a Reuters report. They included soybean oil, processed hair and wool for wig-making, petroleum bitumen, and granulated sugar.Market SnapshotDespite economic headwinds, Chinese stocks — including U.S.-listed ones — are rallying, driven by AI-fueled gains in Alibaba and other major tech firms.So far this year, the iShares MSCI China ETF (MCHI), which tracks major Chinese companies, and the KraneShares CSI China Internet ETF (KWEB), which tracks Internet and tech companies, have gained around 37%. That's three times the 12.7% gains in the SPDR S&amp;P 500 ETF Trust (SPY), which tracks the benchmark S&amp;P 500 stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A man pushes a stroller with a baby near a Chinese national flag at a scenic spot. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

China's GDP Growth Slows Amid Renewed Trade Tensions With US

GDP grew 4.8% in the third quarter, deaccelerating from the 5.2% growth in the April-June period and the 5.4% in the January-March period.

Xiaomi Corp's shares fell 5.4% on the Hong Kong Stock Exchange on Monday, marking their third consecutive session of decline, following reports of a malfunction in its SU7 that prevented the doors from opening after the electric car was involved in an accident.The sedan crashed in the Chinese city of Chengdu, with reports and videos circulating on social media platforms, including Weibo, showing the vehicle after it crashed and burst into flames early Monday. Several bystanders tried to open the doors but were unable to free the person.Authorities are yet to release an update on the person who was trapped inside, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-13/xiaomi-shares-tumble-after-reports-ev-crash-traps-person-inside">report</a>.The incident follows a fatal accident earlier this year, also involving the SU7 EV, on a Chinese expressway. This accident caused the company's stock to fall and triggered scrutiny of the smart driving software used in many of the latest cars.Notably, the U.S. transport regulator is investigating faulty door handles of some Tesla Y cars in the U.S.Xiaomi's stock on Monday was also likely weighed down by broad sell-offs in Chinese equities amid escalating U.S.-China trade tensions. In recent days, U.S. President Donald Trump threatened 100% tariffs on Chinese imports in response to China's export controls on rare earth elements, while Beijing signaled potential retaliation.The Hang Seng Index fell 5.7% on Monday, its third straight week of decline.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/gqg-partners-rajiv-jain-reveals-dumping-nvidia-alphabet-amazon-stakes/ch6SOitR3jU">GQG Partners' Rajiv Jain Reveals Dumping Nvidia, Alphabet, Amazon Stakes — Calls AI Boom 'Dot-Com All Over Again'</a>

Xiaomi electric car SU7 in a store in Yichang, Hubei Province, China on July 19, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xiaomi Stock Slides In Hong Kong After Another EV Crash: This Time, The Doors Didn’t Open

Shares dropped over 5%, amid a broad sell-off in Chinese equities on escalating tariff concerns.

Alibaba's shares could snap a three-day losing streak, with U.S.-listed shares rising 0.3% in early premarket trading on Wednesday, following Deutsche Bank's price target raise and bullish commentary on the company's cloud unit.AliCloud is poised to evolve into a super AI cloud player, supported by its global footprint, strong financials, and competitive full-stack AI capabilities across models, infrastructure, chips, and software, the investment research firm said in a note.It raised its price target on the stock to $225 from $176 and for Alibaba's Hong Kong shares to HK$220 from HK$172, while maintaining a 'Buy' rating on the stock.After more than doubling so far this year, Alibaba's stock has marianally corrected recently.&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> is down 4.2% in the last three sessions.On Stocktwits, the retail sentiment for the stock was 'bearish,' unchanged over the last week,&nbsp;although there were some positive comments.<figure class="image"><img style="aspect-ratio:1280/154;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_at_2_45_49_PM_png_000cdcb115.webp" alt="Screenshot 2025-10-08 at 2.45.49 PM.png" width="1280" height="154"><figcaption>BABA sentiment and message volume as of October 8 | Source: Stocktwits</figcaption></figure>"Glad to see some consolidation. Gearing up for the run to $200 next," said one user.<stembedurl>https://stocktwits.com/Trader_TBG/message/631401111</stembedurl>Alibaba's incredible&nbsp;rally this year, driven by optimism around its AI development and gains in its cloud and chip businesses, has brought the spotlight back to Chinese tech stocks.Year-to-date, the&nbsp;<a href="https://stocktwits.com/symbol/KWEB">KraneShares CSI China Internet ETF (KWEB)</a> has gained 46%, far outpacing the 13.5% gains in the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Stock Looks To Break 3-Day Losing Run: Analyst Sees Chinese Tech Giant Evolving Into 'Super AI Cloud Player’

 BABA shares rose marginally in the premarket session, after falling in each of the last three sessions.

Alibaba and Baidu stocks rose by more than 5% on the Hong Kong Stock Exchange on Thursday afternoon (local time) amid a sharp, weeks-long rally in Chinese tech stocks and bullish analyst signals.Among other buyers, Ark Investment Management, led by noted investor Cathie Wood, is doubling on Alibaba and Baidu. Ark bought Alibaba stock for the first time in four years last week and started a position in Baidu earlier this year. It increased its holdings over multiple transactions this week, including the purchase of $5.4 million worth of Alibaba shares and $2.9 million worth of Baidu shares on Wednesday.Although the retail sentiment for both tickers was 'bearish' on Stocktwits, the rally in Hong Kong would likely have a bearing on the companies' U.S.-listed shares as trading begins on Thursday.<figure class="image"><img style="aspect-ratio:1262/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_10_19_50_AM_png_e21db4e469.webp" alt="Screenshot 2025-10-02 at 10.19.50 AM.png" width="1262" height="138"><figcaption>BABA sentiment and message volume as of October 1 | Source: Stocktwits</figcaption></figure><figure class="image"><img style="aspect-ratio:1252/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_10_20_42_AM_png_1a649b400b.webp" alt="Screenshot 2025-10-02 at 10.20.42 AM.png" width="1252" height="138"><figcaption>BIDU sentiment and message volume as of October xx | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BABA">BABA stock</a> has risen 120% year-to-date, heading for its best year on record. Investors have become more optimistic about Alibaba, citing its impressive progress in AI development and the recent commitment to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-alibaba-stock-is-soaring-today/chDKwFKR3dv">increase its investment</a> in the area.At the company's cloud event last week, CEO Eddie Wu said that Alibaba would invest more than its previously committed 380 billion yuan ($53 billion) on AI models and infrastructure development, "vigorously advancing" its AI plans.<a href="https://stocktwits.com/symbol/BIDU">Baidu stock</a> gained momentum only after its recent earnings reports, with shares rising approximately 60% since Aug. 20. Analysts are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-a-wall-street-upgrade-amid-hot-rally/chDVIJaR3IS">cheering</a> positive signals from its AI and cloud businesses, its emerging chip unit, and a planned 4.4 billion yuan ($56.2 million) offshore bond sale.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/KWEB">KraneShares CSI China Internet ETF (KWEB)</a>, which tracks Chinese tech stocks, has advanced over 47% year-to-date. In contrast, the U.S.'s benchmark S&amp;P 500 index has risen 14%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

As Alibaba, Baidu Stock Rally Picks Up Steam, Cathie Wood’s Ark Loads Up Shares

Alibaba and Baidu shares, already at multi-year highs, rose by more than 5% in Hong Kong.

After more than doubling this year, Alibaba's&nbsp;stock is likely to resume its hot winning streak into the new trading week, fueled by fresh bullish signals.According to a Bloomberg report, Morningstar raised its price target on BABA by 49% to $267, while Morgan Stanley raised the target by 21% to $200. Alibaba is the top gainer among tech stocks in Hong Kong this month. Those shares gained 4% by mid-day Monday, taking the monthly gains to nearly 50%.Analysts are widely impressed by the stock's strength, a sharp turnaround from just months ago when it was weighed down by U.S. tariff pressures and heavy spending to compete in China's highly competitive food delivery market. Its trajectory has put Chinese tech stocks back on investors' watch, who are now beginning to <a href="https://stocktwits.com/news-articles/markets/equity/alibaba-retail-buzz-heats-up-on-biggest-ai-model-unveiling-yet/chDKYYxR3dW">renew their positions</a>."The shares appear undervalued," Chelsey Tam, a senior analyst at Morningstar, said in a note, according to the Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-29/alibaba-s-shares-climb-after-bullish-analyst-calls-on-ai-cloud">report</a>. "Alibaba's increased investment in overseas data centers, competitive performance, widespread use of its open-source models, and improved performance of its self-developed chip all support cloud revenue growth."At the company's cloud event last week, CEO Eddie Wu&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-alibaba-stock-is-soaring-today/chDKwFKR3dv">said</a> that Alibaba would invest more than its previously committed 380 billion yuan ($53 billion) on AI models and infrastructure development, "vigorously advancing" its AI plans. It also announced a new partnership with Nvidia to develop AI products, as well as plans to open new data centers in several regions.In its note, Morgan Stanley stated that it is "incrementally bullish on Alicloud's outlook" following the conference, and raised its "cloud growth estimates to 32% for&nbsp;FY26 and 40% for&nbsp;FY27, driven by increased capex, model upgrades, strategic partnerships, and accelerated international expansion."On Stocktwits, the retail sentiment for BABA was 'bullish,' unchanged since Friday, with users anticipating new highs for the stock this week.<figure class="image"><img style="aspect-ratio:637/77;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_11_23_26_AM_png_106d88cbf0.webp" alt="Screenshot 2025-09-29 at 11.23.26 AM.png" width="637" height="77"><figcaption>BABA sentiment and message volume as of September 28 | Source: Stocktwits</figcaption></figure>"Congrats to those who bought when the going was tough and when Chinese equities were deemed "uninvestable" … Fundamentals and valuations were so attractive that it was literally a no-brainer to park some money in these gems!" said one user.<stembedurl>https://stocktwits.com/Limpeh888/message/630288600</stembedurl>Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> is up 105.3%, trading at near four-year highs,&nbsp;while the Hong Kong shares have surged over 110%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/carnival-corp-q3-earnings-preview-analysts-expect-smooth-sailing-amid-cruise-industry-rebound/chDMorNR37I">Carnival Corp Q3 Earnings Preview: Analysts Expect Smooth Sailing Amid Cruise Industry Rebound</a>

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

Alibaba Stock’s Rocket Rally Isn’t Slowing: Analysts See More Cloud-Fueled Gains

Morningstar and Morgan Stanley have substantially raised their price targets on BABA.

DBS Bank raised its rating on Baidu's U.S.-listed shares to 'Buy' from 'Hold’ and set a price target $177&nbsp;on Thursday, implying an over 30% upside from the last close.Optimism&nbsp;surrounding Baidu's AI and cloud businesses, its emerging chip unit, and a planned 4.4 billion yuan ($56.2 million) offshore bond sale has lifted the stock to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-rises-to-2-year-high-in-hong-kong-as-investors-bet-on-ai-prowess/chDGWgkRdCK">two-year high</a>.DBS&nbsp;believes that Baidu is creating value from its emerging businesses, according to the investor note summary on The Fly. Baidu's robotaxi service, Apollo Go, recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-apollo-go-gets-dubais-first-autonomous-driving-test-permit-commences-on-road-trials/chD1EPjR33u">secured</a> a permit to test in Dubai. According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-26/baidu-eyes-australia-southeast-asia-for-next-robotaxi-expansion">report</a>, the company is targeting Australia and Southeast Asia as its next markets.Notably, several brokerages, including Arete Research, CFRA, and Nomura, raised their outlook on BIDU earlier this month. Ark Investment Management, run by noted tech investor Cathie&nbsp;Wood, bought over $13 million worth of shares in the Chinese search giant across two trades this week.Baidu has drawn significant interest from retail investors on Stocktwits, as the stock climbed sharply (about 57% since&nbsp;its Aug. 20 low). Sentiment dropped to 'neutral' as of early Friday, from 'bullish' the previous&nbsp;day,&nbsp;which is usually typical after&nbsp;a strong rally.<figure class="image"><img style="aspect-ratio:632/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_26_at_12_17_58_PM_png_37b8eed118.webp" alt="Screenshot 2025-09-26 at 12.17.58 PM.png" width="632" height="73"><figcaption>BIDU sentiment and message volume as of September 26 | Source: Stocktwits</figcaption></figure>Baidu and fellow tech giant Alibaba have surprised markets with sharp share gains&nbsp;on the back of their AI plans, drawing investors back to the Chinese tech sector. Alibaba had a 'bullish' retail sentiment as of the last reading.<a href="https://stocktwits.com/symbol/BIDU">BIDU shares</a> are up 60.6% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA shares</a> have risen over 110%.&nbsp;<a href="https://stocktwits.com/symbol/KWEB">KraneShares CSI China Internet ETF (KWEB)</a>, which tracks Chinese tech stocks, is up 42.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration - The Baidu logo is displayed on a smartphone screen in front of a stock chart showcasing Baidu's financial performance on February 16, 2025, in Chongqing, China.

Baidu Stock Wins A Wall Street Upgrade Amid Hot Rally: Retail Investors Turn Cautious

Baidu and fellow tech giant Alibaba have surprised markets with sharp share gains, drawing investors back to the Chinese tech sector.

KraneShares Trust - KraneShares CSI China Internet ETF

Will Robinhood Markets ($HOOD) beat quarterly earnings? 
 
*Powered by Polymarket

KWEB
KraneShares CSI China Internet ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest KWEB News

KWEBKraneShares CSI China Internet ETF