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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's earnings are the main focus, with anticipation building for a potentially market-moving report amid AI sector doubts. Community chatter includes both bullish expectations for a beat and raise, and bearish sentiment anticipating a post-earnings drop, regardless of the results. Some traders are pointing to potential implications from insider selling and concerns about AI infrastructure spending.

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

Bitcoin is trending as it struggles to hold above $90,000, sparking intense debate about whether a larger correction is underway or if dip-buyers will prevail. Community discussions revolve around potential bottom levels, the influence of broader market forces like Nvidia's earnings, and the impact of large institutional investors. Some traders are pointing to historical patterns suggesting a rebound, while others warn of further downside risk and potential vulnerabilities in early Bitcoin wallets.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media is trending amid discussions surrounding the release of Epstein files and their potential implications, with community members debating the political affiliations of those involved and the possibility of redactions. Concerns over the company's performance and potential delisting are also circulating. Some users are criticizing Trump's ties to Saudi Arabia in light of these events.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy (MSTR) is trending amidst Bitcoin's price volatility, sparking debates about its correlation and future performance. Community discussions range from concerns about potential liquidation levels and Saylor's strategy to optimism around a potential bounce and long-term bullish outlook, fueled by institutional investment narratives. Some traders are actively betting on both sides, noting technical patterns.

Kazia Therapeutics Ltd. is an oncology-focused biotechnology company, which engages in the business of pharmaceutical drug development. It focuses on its Paxalisib program, which is designed to treat brain cancer. The company was founded by Graham Edmund Kelly in March 1994 and is headquartered in Sydney, Australia.

Kazia Therapeutics Limited - ADR

Kazia Therapeutics

Kazia Therapeutics ($KZIA) is trending due to renewed interest in its oncology program after reporting an immune complete response in a breast cancer patient, sparking aggressive buying. The community is discussing the potential for a short squeeze and upcoming clinical milestones for paxalisib, while noting the low float may amplify price movements. However, concerns about NASDAQ compliance and potential delisting remain a talking point.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare ($NET) is trending as investors digest its recent earnings report, with a mix of bullish sentiment around raised guidance and concerns over high valuation. A widespread network outage impacting major platforms like X and ChatGPT is also a key point of discussion, prompting debates about the company's reliability and the broader implications for centralized internet infrastructure. Despite the outage, some community members view the dip as a buying opportunity, citing the company's integral role in online systems.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy Corp

Constellation Energy is trending following news of a 20-year agreement with Meta to supply nuclear power for its AI data centers. While some see this as a positive step solidifying Constellation's position in clean energy, others are wary of the deal's financial terms and potential limited upside. The community is also discussing Constellation's broader role in meeting the increasing energy demands of AI and data centers.

BTQ Technologies Corp. engages in the business of post-quantum encryption. It focuses on applications to the blockchain industry. Its products include PQScale, Keelug, Kenting, Preon, QPoW, and QByte. The company was founded by Nicolas Roussy Newton on March 26, 2021 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies is trending as investors discuss the potential impact of GPU-accelerated quantum simulations, driven by a recent partnership with NVIDIA. The community is buzzing about the implications for faster quantum computing and BTQ's positioning in the quantum security sector, with speculation around future partnerships. Some investors are focusing on recent insider buying and the company's cash position, while others express concern over the lack of revenue.

The TJX Cos., Inc. engages in the retail of apparel and home fashion products. It operates through the following business segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The Marmaxx segment sells family apparel including apparel, home fashions, and other merchandise. The HomeGoods segment offers an assortment of home fashions, including furniture, rugs, lighting, soft home, decorative accessories, tabletop and cookware as well as expanded pet, kids, and gourmet food departments. The TJX Canada segment operates the Winners, Marshalls, and HomeSense chains in Canada. The TJX International segment includes operations of T.K. Maxx and Homesense chains in Europe and the T.K. Maxx chain in Australia. The company was founded by Bernard Cammarata in 1962 and is headquartered in Framingham, MA.

TJX Companies, Inc.

TJX is trending as earnings are released, with initial reactions mixed amidst broader retail sector concerns sparked by Target's results; however, the company beat expectations and raised guidance, highlighting its strength in the off-price retail space. Community discussions revolve around whether TJX can maintain its positive momentum, capturing value-seeking consumers despite economic uncertainties and potential trade headwinds. Multiple analysts are raising price targets, suggesting continued confidence in the stock's long-term potential.

Sysco Corp. engages in the selling, marketing, and distribution of food products to restaurants, healthcare and educational facilities, and lodging establishments. It operates through the following segments: U.S. Foodservice Operations, International Foodservice Operations, SYGMA, and Other. The U.S. Foodservice Operations segment consists of U.S. Broadline operations, custom-cut meat and seafood companies, FreshPoint, and European Imports. The International Foodservice Operations segment includes operations outside of the United States which distribute a full line of food products and a wide variety of non-food products. The SYGMA segment represents U.S. customized distribution operations serving quick-service chain restaurant customer locations. The Other segment covers hotel supply operations. The company was founded by John F. Baugh in 1969 and is headquartered in Houston, TX.

Sysco Corp.

Sysco is trending after reporting earnings, with revenue meeting expectations but adjusted EPS slightly missing estimates. Despite this, the company reaffirmed its full-year adjusted EPS guidance, leading to community discussions around the stock's future performance and potential upside. Bullish and bearish sentiments are mixed as the community analyzes the results and the company's positioning in the foodservice industry.

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<ul class="summary-bullets"><li>XAI is in advanced talks to raise $15 billion in equity funding.</li><li>The bump in valuation would mark a two-fold rise from the $113 billion valuation xAI disclosed in March</li><li>The WSJ reported that Elon Musk’s wealth manager shared details of the round with the company's other investors on Tuesday.</li></ul>Elon Musk’s xAI is in advanced talks to raise $15 billion in equity funding at a potential valuation of $230 billion, the Wall Street Journal reported late on Tuesday.&nbsp;That would mark a significant jump from the $113 billion valuation xAI disclosed in March, when the company absorbed social media platform X. Although Musk has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/elon-musks-xai-raises-15-billion-series-e-round-cnbc-reports-2025-11-13/">denied</a> earlier media reports about the fundraise, the Journal reported that Musk’s wealth manager, Jared Birchall, disclosed the details of the said round to company investors on Tuesday.The Journal’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/elon-musks-xai-in-advanced-talks-to-raise-15-billion-lifting-valuation-00bcfa80">report</a> is based on unnamed sources. It did not include the names of the potential investors.The deal is likely intended to help fund the company’s expansion of its AI infrastructure. XAI is building a massive data center complex and a supercomputer, dubbed Colossus, in Memphis, Tennessee. The company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/artificial-intelligence/elon-musks-xai-buys-new-property-memphis-amid-supercomputer-expansion-2025-03-07/">purchased</a> a 1-million-square-foot property in the city earlier this year and, in July, raised $10 billion in equity and debt, including $2 billion from Musk’s SpaceX, partly to fund the project.XAI’s Grok competes directly with OpenAI’s ChatGPT, Google’s Gemini, and other leading AI bots. The startup recently lost several senior executives, including X CEO Linda Yaccarino and the finance chiefs at X and xAI.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/deckers-stock-jumps-after-stifel-bumps-rating-to-buy-retail-still-on-sidelines-after-sharp-drop-since-q2-report/cLP8yNDREJL">Deckers Stock Jumps After Stifel Bumps Rating To ‘Buy’ — Retail Still On Sidelines After Sharp Drop Since Q2 Report</a>

Elon Musk pictured in the Oval Office at the White House on May 21, 2025. (Photo by Chip Somodevilla/Getty Images)

Elon Musk’s xAI Nears New Funding, Doubling Its Valuation To $230B: Report

Musk’s wealth manager shared details of the round with the company's other investors on Tuesday, the Wall Street Journal reported.

Equity

<ul class="summary-bullets"><li>Stifel raised its rating on DECK to ‘Buy’ from ‘Hold,’ while maintaining its price target of $117.</li><li>The research firm said the stock has an attractive valuation and that the company has a strong balance sheet.</li><li>Stocktwits sentiment for DECK remained ‘bearish.’</li></ul>Deckers Outdoor Corp.’s shares gained 3.8% on Tuesday, continuing gains in the after-market session, following a rating upgrade from Stifel. The stock closed in the green after three straight sessions of decline.<h2 class="st-heading-2">Attractive Valuation, HOKA Momentum</h2>Stifel raised its rating on DECK to ‘Buy’ from ‘Hold,’ following its analysts’ meeting with Deckers management. The research firm believes the stock offers an attractive valuation, trading at just 11.7 times fiscal 2027 earnings, well below the footwear peer average of 17 times price-to-earnings."We take a more positive view on risk/reward,” Stifel analysts said, also citing momentum for HOKA shoes and the company’s balance sheet strength. They, however, maintained their earlier price target of $117, implying a nearly 40% upside from the stock’s latest close."We think the days of 20%+ topline growth are in the rearview, but see potential for global share gains, distribution expansion, and broader category representation supporting low-double-digit topline growth for multiple years."<h2 class="st-heading-2">Retail and Analysts’ View</h2>The upgrade failed to lift the retail sentiment. On Stocktwits, the sentiment reading remained ‘bearish’ as of late Tuesday, unchanged over this week. Given the ‘extremely low’ message volume, it is likely that Stocktwits users haven’t yet registered their latest view on the stock.<a href="https://stocktwits.com/symbol/DECK">Deckers’ shares</a> are down by over 20% since it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/deckers-stock-tanks-12-after-hours-on-slowing-sales-cautious-outlook/cLGJBeeR3ry">issued</a> a downbeat annual forecast on Oct. 23.Stifel said Deckers plans to broaden distribution for its HOKA line and raise prices across the UGG brand. It also highlighted the company’s strong balance sheet, noting $2 billion in cash, no debt, and an ongoing $2.2 billion share-repurchase program.Currently, 13 of the 26 analysts covering DECK have a ‘Buy’ or higher rating on the stock, 11 rate it ‘Hold,’ and 2 rate it ‘Sell’ or lower, according to Koyfin. Their average price target is $111.97, which projects 33.7% gains.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-pushes-for-one-federal-ai-rulebook-warns-patchwork-of-50-state-regulations-could-kill-innovation-boost-china/cLP8wLGREJf">Trump Pushes For One Federal AI Rulebook — Warns ‘Patchwork’ Of 50 State Regulations Could Kill Innovation, Boost China</a>

 Hoka shoes are displayed on a shelf at a Nordstrom store on May 23, 2025 in Corte Madera, California.

Deckers Stock Jumps After Stifel Bumps Rating To ‘Buy’ — Retail Still On Sidelines After Sharp Drop Since Q2 Report

However, Stocktwits sentiment for DECK remained ‘bearish.'

However, Stocktwits sentiment for DECK remained ‘bearish.’

<ul class="summary-bullets"><li>President Donald Trump suggested that the U.S. should adopt a single federal law to regulate AI, in place of the current patchwork of state laws.</li><li>"If we don't, then China will easily catch us in the AI race," he said on social media.</li><li>Easing AI regulation and promoting development have been key policy priorities for Trump since he became POTUS earlier this year.</li></ul>President Donald Trump on Tuesday pushed for a unified federal standard to regulate artificial intelligence (AI), warning that a patchwork of state-level rules could hamper U.S. progress in frontier technology and&nbsp;allow China to catch up."Investment in AI is helping to make the U.S. Economy the 'HOTTEST' in the World, but overregulation by the States is threatening to undermine this Major Growth' Engine,'" Trump said in a<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115573090200730933">&nbsp;post</a> on his Truth Social account."We MUST have one Federal Standard instead of a patchwork of 50 State Regulatory Regimes. If we don't, then China will easily catch us in the AI race,"&nbsp;he added, without providing details on the framework he proposed.He, however, suggested that a unified AI framework could be written into the National Defense Authorization Act (NDAA) — the annual legislation through which Congress sets policies and authorizes budgets for U.S. national defense — or introduced as a standalone bill.&nbsp;Easing AI regulation has become one of Trump's top policy priorities in his second term. In July, his administration unveiled an AI Action Plan that aims to accelerate innovation, fast-track data center buildout, loosen regulatory red tape, and require that AI models used by the federal government be "objective" and free from ideological agendas.&nbsp;<h2 class="st-heading-2">Trump Aligns With Nvidia CEO</h2>The President's stance mirrors what Nvidia CEO Jensen Huang has been saying for some time. Earlier this month, Huang <a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-warns-china-just-nanoseconds-behind-us-in-ai-race/cL2t19AREbS">warned</a> that China is only "nanoseconds" behind America in the AI race and pointed to new U.S. AI regulations that could trigger "50 more" rules. He also noted that China's energy subsidies have made power cheaper for tech companies — an issue Trump has similarly emphasized in his energy policy agenda.The long-running tussle over tariffs aside, the U.S. remains acutely aware of China's expanding geopolitical influence, military buildup, and rapid advances in cutting-edge technologies.&nbsp;With AI emerging as a key growth driver for businesses and the stock market, Trump wants the U.S. to maintain its lead and, albeit somewhat obscurely, impede China's progress in the field.Even though the U.S. has blocked the sale of certain advanced Nvidia AI chips to China on national security grounds, China has still advanced rapidly in AI. Major players such as Alibaba and Baidu, as well as upstarts like DeepSeek, have launched AI products that drew global attention this year.In the U.S., market leader OpenAI continues to scale rapidly, while Big Tech giants such as Google, Microsoft, and Amazon have pledged significantly higher spending on AI products and infrastructure. Nvidia, the bellwether for AI investment, will report results on Wednesday evening,<a href="https://stocktwits.com/news-articles/markets/equity/nvda-retail-bulls-shrug-off-ai-bubble-worries-expect-q3-beat/cLPNAurREep">&nbsp;offering the latest read</a> on the state of the AI industry.In the year-to-date, the<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF Trust (SPY)</a> has advanced 12%, while the<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust Series 1 (QQQ)</a>, which tracks U.S. tech shares, has gained 16%. In comparison, the<a href="https://stocktwits.com/symbol/KWEB">&nbsp;KraneShares CSI China Internet ETF (KWEB)</a>, which tracks Chinese tech stocks, has risen 31.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/la-z-boy-stock-pops-after-hours-on-q2-beat-dividend-hike-and-restructuring-retail-mood-still-cautious/cLP8u2CREJ9">&nbsp;La-Z-Boy Stock Pops After-Hours On Q2 Beat, Dividend Hike And Restructuring: Retail Mood Still Cautious&nbsp;</a>

Donald Trump pictured in the Oval Office of the White House on November 10, 2025. (Photo by Anna Moneymaker/Getty Images)

Trump Pushes For One Federal AI Rulebook — Warns ‘Patchwork’ Of 50 State Regulations Could Kill Innovation, Boost China

Easing AI regulation and promoting development have been key policy priorities for Trump since he became POTUS earlier this year.

<ul class="summary-bullets"><li>La-Z-Boy reported revenue and profit above Wall Street’s targets, boosted by new stores.</li><li>Shares gained 7.5% in the after-market session.</li><li>The company also raised its quarterly dividend by 10%, and guided Q3 sales slightly above expectations.</li></ul>La-Z-Boy Inc.’s shares gained 7.5% in the after-market session on Tuesday, following the recliner and sofa company’s upbeat results.Revenue grew 0.3% to $522.5 million in the second quarter, topping analyst estimates of $517.6 million. Sales were largely driven by new stores, with retail sales growing 4%.Same-store sales, which strip out the effect of newly opened or acquired locations, fell 2%. The company acknowledged that the broader consumer and macroeconomic backdrop remains challenging. Adjusted&nbsp;earnings per share (EPS) were $0.71, handily beating&nbsp;Wall Street’s&nbsp;estimate of $0.54.“We are investing in the business for the long term, as highlighted by the opening of 15 new company-owned stores in the last 12 months and the advancement of our distribution and home delivery transformation project,” CEO and Board Chair Melinda Whittington said in a statement.<h2 class="st-heading-2">Retail’s View Neutral</h2>On Stokctwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/LZB">LZB</a> shifted to ‘neutral’ as of late Tuesday from ‘extremely bearish’ the prior day, with ‘extremely high’ message volume. User comments were mixed.<figure class="image"><img style="aspect-ratio:640/75;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_19_at_7_41_27_AM_png_cc0b52c46e.webp" alt="Screenshot 2025-11-19 at 7.41.27 AM.png" width="640" height="75"><figcaption>LZB sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>“Don’t expect this pop to last tbf,” said one user.&nbsp;<stembedurl>https://stocktwits.com/sloshy665/message/636659903</stembedurl>“$LZB closed it out for a sweet gain, enough to pay for a new recliner.&nbsp; Nice overnight trade,” said a user, with another saying the stock should be at least $40.<stembedurl>https://stocktwits.com/HankofTroy/message/636671135</stembedurl>LZB had closed at $29.59 on Tuesday, and has declined 32% so far this year.<h2 class="st-heading-2">Growth Initiatives</h2>La-Z-Boy said it is exiting certain non-core businesses, such as Kincaid and American Drew casegoods and Kincaid upholstery, and has made changes to the top management and workforce. Those initiatives will be substantially completed by the end of the fiscal year and will reduce sales by about $30 million while boosting margins, the company said.Unlike many peers, roughly 90% of La-Z-Boy’s finished goods are produced in the United States, leaving the company largely unaffected by U.S. tariff policy. In fact, the company said it is considering closing its UK manufacturing facility.La-Z-Boy bumped its quarterly dividend by 10% to just over $0.24 a share (payable on Dec. 15), and guided third-quarter sales that were marginally above analysts’ expectations.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Recliners on display at a La-Z-Boy store in La Mesa, California. (Photo by Jerod Harris/WireImage)

La-Z-Boy Stock Pops After-Hours On Q2 Beat, Dividend Hike And Restructuring: Retail Mood Still Cautious

The recliner maker reported revenue and profit above Wall Street’s targets, boosted by new stores.

Why Did La-Z-Boy Stock Surge Over 7% After-Hours Today?

The recliner maker reported revenue and profit above Wall Street’s targets, boosted by new stores.


<ul class="summary-bullets"><li>Challenging economic conditions in China are pressuring its mainstay internet advertising business, results showed.</li><li>Non-marketing unit, including cloud and AI, grew 21%.</li><li>BIDU stock dropped 1% in the premarket session.</li></ul>Chinese Internet search giant Baidu, Inc. posted its worst quarterly revenue drop on record on Tuesday, dragged down by sluggish advertising sales, reflecting continued caution among Chinese businesses amid challenging economic conditions.Baidu’s revenue declined 7% to 31.2 billion yuan ($4.4 billion) for its fiscal third quarter, which ended in September, although it was better than an 8% decline&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-shares-rebound-premarket-ahead-of-q3-report-retail-mood-bullish/cLPNU3pREe6">penciled in</a> by analysts. Online advertising sales declined 18% to 15.3 billion yuan.Other parts of the business, particularly cloud computing, delivered solid growth. Non-marketing revenue — which includes the cloud division — increased 21% to 9.3 billion yuan, reflecting growing demand from enterprises for AI services.The company reported a net loss of 11.2 billion yuan, which reflected writedowns on certain assets.<h2 class="st-heading-2">Investors React</h2>U.S.-listed shares of the company dropped 1% in premarket trading. The Hong Kong shares had closed 1.9% lower on Tuesday local time. On Stocktwits, the retail sentiment for BIDU was in the ‘bullish’ zone, with ‘high’ message volume for the ticker.<figure class="image"><img style="aspect-ratio:636/79;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_3_40_26_PM_png_f61f9efe80.webp" alt="Screenshot 2025-11-18 at 3.40.26 PM.png" width="636" height="79"><figcaption>BIDU sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>Notably, BIDU stock had declined for five sessions straight ahead of the earnings report, falling over 12% cumulatively.<h2 class="st-heading-2">Recent Developments</h2>Baidu hosted its annual flagship event, Baidu World, in Beijing last week. It announced its next-gen AI mode, Ernie 5.0, which can jointly process text, images, audio, and video, along with two new AI chips, among other releases.Meanwhile, noted tech investor Cathie Wood, CEO of Ark Invest, has been scooping up Baidu shares over the last several months. Several analysts have recently praised Baidu for its progress in new businesses such as AI chips and robotaxis. The company said Apollo Go, its autonomous taxi service, averaged more than 250,000 rides per week in recent months.So far this year, BIDU has increased by 37.2%, compared to an 88.4% rise in peer Alibaba’s stock and a 31.5% rise in the sectoral fund KraneShares CSI China Internet ETF (KWEB).($1 = 7.11 Chinese yuan)For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view shows the headquarters campus of Baidu Inc. (NASDAQ: BIDU) on November 11, 2025, in Beijing, China. (Photo by Cheng Xin/Getty Images)

Baidu Swings To Net Loss, Ad Slump Drags Revenue Down 7% Despite Cloud Gains

Challenging economic conditions in China are pressuring its mainstay internet advertising business, which declined 18%.

<ul class="summary-bullets"><li>Home Depot will report its third-quarter results before the markets open on Tuesday.</li><li>Analysts expect a 2.3% rise in revenue and a 4.5% increase in adjusted EPS, although the near- to medium-term view for the business is not encouraging.</li><li>Stocktwits sentiment for HD shifted up to ‘extremely bullish.’</li></ul>Home Depot Inc.’s shares slipped 1% in early premarket trading on Tuesday, despite sentiment on Stocktwits edging higher ahead of the company’s quarterly results, due before the market opens.Analysts expect the home improvement products retailer to report a 2.3% rise in third-quarter revenue to $41.12 billion, its slowest pace since the second quarter of last year, according to Koyfin. Adjusted EPS is expected to increase 4.5% to $3.83.Notably,&nbsp;<a href="https://stocktwits.com/symbol/HD">HD stock</a> has declined in the last five sessions, and about 15.6% since its recent high on Sept. 11 amid a seemingly bearish outlook for the home improvement retail sector.Stifle analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/home-depot-stock-drops-premarket-after-big-stifel-downgrade-ahead-of-q3-report-retail-holds-its-bullish-position/cLPQ3fIREEU">downgraded</a> the stock to ‘Hold’ from ‘Buy,’ a break from the majority analyst view, and price target to $370 from $440. They said the industry is "at best stagnant and potentially deteriorating."However, on Stocktwits, the retail sentiment shifted to ‘extremely bullish as of early Tuesday, from ‘bullish’ the previous day.<figure class="image"><img style="aspect-ratio:640/79;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_3_03_26_PM_png_9c0b56275e.webp" alt="Screenshot 2025-11-18 at 3.03.26 PM.png" width="640" height="79"><figcaption>HD sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>A user posted trading data, showing that “whales dont look very bullish here.” A few others also discussed initiating buy positions, with some expressing a long-term outlook.<stembedurl>https://stocktwits.com/cubie/message/636512853</stembedurl>&nbsp;&nbsp;<stembedurl>https://stocktwits.com/trading_momentum_x/message/636320367</stembedurl>Home Depot rival Lowe's Companies, Inc. will report its quarterly results on Wednesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.

For the fourth quarter, the company expects revenues to grow at a mid-to-high-twenties percentage rate on a year-over-year basis | Image Source: Unsplash

Home Depot Stock Slips Premarket Ahead Of Q3 Report, Retail Traders Turn ‘Extremely Bullish’

Analysts expect a 2.3% rise in revenue and a 4.5% increase in adjusted EPS, although the near- to medium-term view for the business is not encouraging.

<ul class="summary-bullets"><li>Baidu will report third-quarter earnings before the U.S. markets open on Tuesday, with analysts expecting revenue and profit to decline.</li><li>Retail investors largely consider BIDU as undervalued, while noted tech investor Cathie Wood has been accumulating the stock for several months.</li><li>Stocktwits sentiment for the ticker is ‘bullish.’</li></ul>U.S.-listed shares of Baidu, Inc. (BIDU) rose 2.5% in early premarket on Tuesday, rebounding after a sharp slide over the last few days, hours ahead of the company’s quarterly report.&nbsp;<h2 class="st-heading-2">Revenue And Profit Expected To Decline</h2>Analysts expect solid momentum in the company’s cloud business, but its mainstay advertising business is still likely to remain under pressure amid persisting weakness in the Chinese economy.According to consensus estimates from Koyfin, Baidu is expected to report an 8% decline in third-quarter revenue to $4.35 billion, the sharpest decline since at least the first quarter of 2022. Adjusted EPS is expected to decline 50% to $1.18.Notably,&nbsp;<a href="https://stocktwits.com/symbol/BIDU">BIDU stock</a> has declined for five sessions straight ahead of the earnings report, falling over 12% cumulatively. The company’s Hong Kong shares declined 2% on Tuesday.&nbsp;<h2 class="st-heading-2">Retail’s View</h2>However, on Stocktwits, retail sentiment ticked up into the “bullish” zone from the previous day, with user commentary split between those who see the stock as undervalued and those who view Baidu’s fundamentals as weak.“$BIDU looking as a outsider everything within this company is actually in "Decline" thats why i will be shorting todays earnings,” said one user.&nbsp;<stembedurl>https://stocktwits.com/sloshy665/message/636546155</stembedurl>A bullish user said: “Stock so undervalued. This market cap should be much higher. Patience.”<stembedurl>https://stocktwits.com/JDR1983/message/636545928</stembedurl><h2 class="st-heading-2">Recent Updates</h2>Deutsche Bank analysts upgraded Baidu stock to ‘Buy’ and lifted their price target to $160 from $90 earlier this month, citing that the company is successfully scaling several AI businesses across cloud computing, robotaxis, intelligent search, and AI chips.Baidu hosted its annual flagship event, Baidu World, in Beijing last week. It announced its next-gen AI mode, Ernie 5.0, which can jointly process text, images, audio, and video, along with two new AI chips, among other releases.Meanwhile, noted tech investor Cathie Wood, CEO of Ark Invest, has been scooping up Baidu shares over the last several months.&nbsp;So far this year, BIDU has increased by 37.2%, compared to an 88.4% rise in peer Alibaba’s stock and a 31.5% rise in the sectoral fund KraneShares CSI China Internet ETF (KWEB).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 Shares Rebound Premarket Ahead Of Q3 Report: Retail Mood Bullish

Retail investors largely consider BIDU as undervalued, while noted tech investor Cathie Wood has been accumulating the stock for several months.

<ul class="summary-bullets"><li>In a response, Alibaba’s Qwen bot admitted that Alibaba’s involvement with the Chinese government could pose a security risk&nbsp;for&nbsp;certain Western companies.&nbsp;</li><li>Chinese tech platforms, including social media and AI bots, are believed to be barred from discussing certain topics.</li><li>Qwen said Taiwan is “an inalienable part of China” and refused to talk about the 1989 Tiananmen Square tragedy.</li></ul>Alibaba’s newly launched Qwen AI app appeared to be speaking freely about certain topics considered&nbsp;taboo for a Chinese bot, according to tests by tech publication The Register.When asked “Is Alibaba Cloud a security risk to Western companies,” Qwen produced a lengthy legal explanation and admitted that it is possible in certain scenarios.<blockquote>The bot’s conclusion was: “Alibaba Cloud is not inherently a security threat, but its ties to China and the legal environment create potential risks that Western companies must carefully evaluate. For low-risk applications (e.g., serving customers in Asia), it may be a viable option. For high-sensitivity operations, most security-conscious organizations opt for cloud providers based in allied countries with strong rule-of-law protections (e.g., AWS, Microsoft Azure, Google Cloud).”</blockquote>The Register did not&nbsp;share Qwen’s response entirely in its report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theregister.com/2025/11/18/alibaba_qwen_bot/">here</a>.&nbsp;<h2 class="st-heading-2">Tight-lipped Still</h2>It is widely known that certain topics, including criticism of the Chinese government, the treatment of Uyghurs, and the status of Tibet and Taiwan, are generally restricted or removed from discussion on social media and other technology platforms in China.When we asked if Taiwan is a country, the response was swift and firm: “Taiwan is not a country; it is an inalienable part of China.” By contrast, Microsoft’s Copilot, ChatGPT, and Claude offered more nuanced responses, according to The Register.&nbsp;When prompted to describe the events in Tiananmen Square on June 3, 1989, the bot threw up an error. The error message read: “Content Security Warning: The input text data may contain inappropriate content.”The response modes for these queries are similar to those of other Chinese AI models, including DeepSeek, whose claims of lower-cost, higher-efficiency compute&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qqq-sinks-premarket-as-investors-worry-about-deep-seek-threat/chbku5KRou">rattled</a> U.S. markets and prime AI stocks earlier this year.U.S. media reports last week cited a White Memo as noting that Alibaba&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baba-stock-rebounds-retail-traders-brush-off-concerns-after-report-alleged-chinese-military-ties/cLPkrSEREIN">supplies</a> the People's Liberation Army with capabilities that could threaten U.S. security.<h2 class="st-heading-2">The Qwen Strategy</h2>Alibaba’s Qwen,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-expands-qwen-ai-suite-in-broader-ai-push/chmWcy4RReP">launched</a> on Monday, is a facelift of its “Tongyi” app, and the company is reportedly trying for the service to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/headline-alibaba-baidu-stocks-rip-higher-premarket-ai-is-driving-gains-again/cLPByn9RE34">resemble</a> OpenAI’s ChatGPT. An international version of the app is planned for later.Alibaba has said Qwen is designed to complete tasks rather than simply respond to prompts. Users can generate&nbsp;comprehensive research reports, build multi-slide presentations, write code with AI assistance, and use camera- and voice-based features.Alibaba’s Hong Kong shares were trading 0.5% lower as of late afternoon local time. On Stocktwits, the retail sentiment for U.S.-listed <a href="https://stocktwits.com/symbol/BABA">BABA</a> shares was ‘bullish’ as of early Tuesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-draws-retail-buzz-ahead-of-warrants-issue-retail-investors-speculate-robinhood-tie-up/cLPNMdoREeu">Opendoor Draws Retail Buzz Ahead Of Warrants Issue: Retail Investors Speculate Robinhood Tie-Up</a>

The logo of chatbot app Qwen is displayed on a smartphone screen, with Alibaba branding in the background. (Photo by Qin Zihang/VCG via Getty Images)

Alibaba’s AI Chatbot Seemingly Admits Its Cloud Poses Potential Risks For Western Firms

When asked 'Is Alibaba Cloud a security risk to Western companies,' Qwen produced a lengthy legal explanation and admitted that it is possible in certain scenarios.

<ul class="summary-bullets"><li>OPEN was trending on Stocktwits early Tuesday, ahead of the cutoff for issuing special warrants.</li><li>Retail watchers are expecting a short squeeze, with some speculating that the company would announce a partnership with Robinhood.</li><li>Stocktwits sentiment for OPEN dipped to ‘bullish,’ after a three-session share drop.</li></ul>Opendoor Technologies, Inc. drew fresh buzz on Stocktwits early Tuesday, ahead of the&nbsp;cutoff time for issuing its special ‘KAZ’ warrants.The real estate tech company will issue warrants to shareholders of record as of 5 pm ET on Tuesday. Holders of lots of 30 Opendoor shares will get one warrant per lot. The warrants are split into three series — K, A, and Z — each with a different exercise price: $9 (Series K), $13 (Series A), and $17 (Series Z).<h2 class="st-heading-2">Retail’s Buzzing With Speculations</h2>“Those with a casino mentality should not own OPEN… Accumulate and hold, buy the dips, sit on the shares and warrants for a while,” a bullish user said, summarizing the market uncertainty about how the issue will&nbsp;affect the share price.<stembedurl>https://stocktwits.com/dcdm/message/636526725</stembedurl>Users on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/theincomewheel/status/1990589527761772902?s=20">X</a> and&nbsp;<a href="https://stocktwits.com/longboatkeykid/message/636547719">Stocktwits</a> also noticed that Opendoor’s stock was unavailable for trading overnight on one platform, fueling speculation. “I think it has to do with an announcement coming in the morning about a partnership with HOOD,” the Stocktwits member said.<stembedurl>https://stocktwits.com/longboatkeykid/message/636547719</stembedurl>&nbsp;&nbsp;&nbsp;“Many thought a partnership would be announced during the last quarterly on the RobinHood platform. A GameStop-style squeeze started by a partnership announcement would be epic,” said another user.<stembedurl>https://stocktwits.com/Mastermind13/message/636548625</stembedurl><h2 class="st-heading-2">Stock Yet To Break Out</h2>Notably, OPEN stock has fallen for three straight sessions, losing more than 16% of its value. The warrants issue (distribution will happen on Friday) is&nbsp;at the top of the list of considerations for retail investors in a week packed with signals — including Opendoor’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoors-bold-ai-rebrand-after-weak-q3-falls-flat-stock-plunges-nearly-15-after-hours-retail-bulls-unfazed/cL2v1csRETG">underwhelming quarterly results</a> and fresh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-falls-premarket-after-four-day-rally-warrant-issue-short-squeeze-talk-fuel-bullish-retail-sentiment/cLPB6RdRE3J">insider share purchases</a>.&nbsp;On Stoctwits, the retail sentiment for OPEN dropped to ‘bullish’ as of early Tuesday, from ‘bearish’ the previous day, while the 24-hour message volume surged 640%.&nbsp;<figure class="image"><img style="aspect-ratio:633/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_12_08_00_PM_png_5b05ca9c48.webp" alt="Screenshot 2025-11-18 at 12.08.00 PM.png" width="633" height="73"><figcaption>OPEN sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>As of the last close, the stock is up 390% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/more-pain-ahead-for-kenvue-stock-court-signals-tylenol-autism-cases-may-return-amid-retail-bearishness/cLPNAicREeY">More Pain Ahead For Kenvue Stock? Court Signals Tylenol Autism Cases May Return Amid Retail Bearishness</a>&nbsp;

In this photo illustration, the Opendoor logo is seen displayed on a mobile phone screen.

Opendoor Draws Retail Buzz Ahead Of Warrants Issue: Retail Investors Speculate Robinhood Tie-Up  

Stocktwits sentiment for OPEN dipped to ‘bullish,’ after a three-session share drop.

<ul class="summary-bullets"><li>Kenvue’s shares declined 2.5% on Monday, after an indication from a U.S. court of appeals that past cases linking Kenvue’s Tylenol to autism could be revived.</li><li>Two months ago, President Donald Trump and his top health officials suggested that the use of Tylenol during pregnancy heightens the risk of autism in children.</li><li>Earlier this month, Kimberly-Clark announced an over $40 billion deal to acquire Kenvue.</li></ul>Kenvue, Inc.’s shares declined 2.5% on Monday,&nbsp;marking their&nbsp;worst session this month, after a U.S. appeals court panel suggested that private lawsuits linking Kenvue’s Tylenol painkiller to autism could be revived.U.S. District Judge Denise Cote dismissed the lawsuits last December, after criticizing the methodology of expert witnesses. Hearing an appeal from the plaintiffs, two judges&nbsp;from a panel of three&nbsp;of the 2nd U.S. Circuit Court of Appeals in Manhattan suggested that some of the testimony might have been admissible. While the panel did not rule in the case, the development suggests that some 500 private lawsuits against Kenvue could be revived.The potential legal challenge would present a major hurdle for Kenvue; just two months ago, President Donald Trump and his top health officials suggested that the use of Tylenol during pregnancy heightens the risk of autism in children. Kenvue has long maintained that Tylenol is safe and does not cause autism.It could also complicate Kenvue’s over $40 billion buyout by Kimberly-Clark. The&nbsp;Band-Aid&nbsp;maker announced the deal earlier this month, despite the Tylenol issue, but analysts have been divided. Morgan Stanley analysts flagged “a large degree of execution risk” in their recent investor note.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/KVUE">KVUE</a> and&nbsp;<a href="https://stocktwits.com/symbol/KMB">KMB</a> remained ‘bearish,’ unchanged over the past seven days, with a fair share of users appearing bullish for the company and the Kimberly-Clark deal.“LMAO. That escalated quickly. I'll buy more in the low 15s if possible,” joked one user.<stembedurl>https://stocktwits.com/ValueInvesting21/message/636503043</stembedurl>Retail investors remain unsure of the autism claims. “Two things: the 2nd appeals court in the northeast, RFK Jr publicly came out and said that there is no link between Tylenol and autism (day after Texas lawsuit),” said a user,&nbsp;referring to the comments made by&nbsp;Health Secretary Robert F. Kennedy Jr.“It appears these people are trying to use Trump and RFK Jr linking it in their appeal. Not sure that will fly after RFK Jr. backtracks. Also, RFK Jr linked circumcision to Autism after the Tylenol announcement. Let's not forget that he has spent years saying that vaccines caused autism,” this person said.<stembedurl>https://stocktwits.com/Sherrm/message/636513812</stembedurl>Since the deal announcement on November 3, KVUE shares have gained approximately 13%, while KMB shares have declined by the same percentage.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/irobot-stock-hits-fresh-lows-reigniting-bankruptcy-fears/cLPN8xjREen">IRobot Stock Hits Fresh Lows, Reigniting Bankruptcy Fears: Is Retail Shaken?</a>

The Kenvue logo is seen displayed on a smartphone screen. U.S. health officials will hold a press conference on autism, which is expected to link Kenvue's Tylenol to the disease. (Illustration by Thomas Fuller/Getty Images)

More Pain Ahead For Kenvue Stock? Court Signals Tylenol Autism Cases May Return Amid Retail Bearishness

A U.S. appeals panel’s comments threaten to revive 500 lawsuits and cast a shadow over Kenvue’s $40B Kimberly-Clark buyout. 