<ul class="summary-bullets"><li>McNeill said the vehicle could revive excitement around Tesla’s increasingly AI and autonomy-focused business.</li><li>He predicted Tesla and SpaceX could combine “sooner rather than later” as their engineering operations overlap.</li><li>Tesla is also reportedly preparing to add its steering wheel-free Cybercab to Austin’s robotaxi service this month.</li></ul>Tesla’s (TSLA) upcoming Roadster demonstration could showcase more than a hovering sports car, according to former President Jon McNeill, who sees the SpaceX collaboration as a possible step toward combining Musk’s companies.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell 1% on Monday, snapping two straight sessions of gains.&nbsp;<h2 class="st-heading-2">Roadster Could Bring Tesla And SpaceX Closer</h2>Tesla is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/tesla-nears-unveiling-radical-new-flying-roadster">reportedly</a> prepared to unveil the long-delayed Roadster as early as August and introduce its purpose-built Cybercab to the company’s Austin robotaxi service. Speaking on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/08/17/idea-for-flying-roadster-has-been-around-since-the-beginning-former-tesla-president-jon-mcneill.html">CNBC</a>, McNeill said the idea of equipping the Roadster with SpaceX thrusters emerged during the vehicle’s first brainstorming meeting in 2016. Tesla initially wanted the technology to help produce the world’s fastest production car, targeting zero-to-60-mph acceleration of roughly 1.6 to 1.8 seconds. The latest concept would point the cold-gas thrusters toward the ground.“I don’t know if we’re going to see flying, but we may see hovering in this demo,” McNeill said. The VistaShares co-founder and DVx Ventures CEO said Elon Musk needs to restore enthusiasm around Tesla’s automotive business as the company increasingly emphasizes artificial intelligence, autonomy and robotics.“Elon recognizes that Tesla needs to inject some energy and excitement back into the car business, and the Roadster is a natural way to do that,” he said. McNeill suggested that the SpaceX collaboration may serve a broader purpose,&nbsp;calling it “probably not-so-hidden attempt to further knit Tesla and SpaceX’s futures together.”He pointed to increasing overlap across AI, autonomous systems, chips and engineering. McNeill also argued that combining the businesses could move Musk closer to the valuation thresholds underpinning his trillion-dollar Tesla compensation package. “Elon’s got hundreds of millions of reasons to do this,” he said. “These two businesses are going to come together, probably sooner rather than later.”<h2 class="st-heading-2">Tesla Plans SpaceX-Powered Roadster Demo&nbsp;</h2>Tesla could apparently demonstrate the redesigned Roadster at SpaceX’s testing facility in McGregor, Texas. The limited-edition model would reportedly use a SpaceX-developed cold-gas thruster system, code-named A71, to hover. Because of the extreme noise, the car may be remotely operated without a passenger while spectators remain hundreds of yards away.Tesla reportedly scaled back a more ambitious stunt involving a magnetized ramp, inverted driving and a midair recovery after Musk warned employees that it could fail. The track-only model is unlikely to be street legal and could cost hundreds of thousands or even millions of dollars.First unveiled in 2017 with production targeted for 2020, the second-generation Roadster has been delayed at least eight times. Customers who paid deposits of $50,000 for the standard model or $250,000 for the Founders Series are still waiting.&nbsp;<h2 class="st-heading-2">Cybercab Rollout Nears In Austin</h2>Tesla is separately preparing to roll out Cybercab in Austin as early as this month, according to another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/tesla-readies-august-launch-cybercab-robotaxi-without-steering-wheel">report</a> from The Information. The company reportedly plans to begin with employee rides on public roads before adding Cybercabs to its commercial robotaxi service several days later. Tesla has recently conducted test drives, offered staff rides on private roads and trained local first responders.Cybercab has no pedals or steering wheel and is central to Tesla’s autonomous ride-hailing ambitions. Production versions began testing on public roads in June, with manufacturing expected to accelerate later this year.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA was ‘bullish’ amid a 564% jump in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_99a4aaf507.png" alt="tsla ss.png" width="971" height="127"><figcaption>TSLA sentiment and message volume as of August 18 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Wwwe/message/662133795">said</a>, “$TSLA deployment of Cybercabs in August is a remarkable achievement; .. approximately 1-2qtr ahead of schedule... and is evidence of organization's&nbsp; leadership, management and overall org. capabilities in incrementally achieving targets/goals”<stembedurl>https://stocktwits.com/Wwwe/message/662133795</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Moonrockt/message/662071952">said</a>, “$TSLA peace deal going to be announced and we have a flying roadster coming !! Load up the calls”<stembedurl>https://stocktwits.com/Moonrockt/message/662071952</stembedurl>So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 25%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-de-shaw-dumps-over-half-its-stake-loses-top-holder-crown/cZYTxsMRJSh">NIO Stock Slips Overnight: D.E. Shaw Dumps Over Half Its Stake, Loses Top-Holder Crown&nbsp;</a>

California governor Arnold Schwarzenegger (R) and Tesla Motors Product Architect and Engineer Elon Musk look at a Tesla Roadster before a news conference June 30, 2008 at Tesla Motors in San Carlos, California. (Photo by Justin Sullivan/Getty Images)

Ex-Tesla President Says Roadster Reveal Is A ‘Not-So-Hidden Attempt’ To Knit Tesla And SpaceX Together 

Former Tesla President Jon McNeill said the Roadster may hover using SpaceX-developed cold-gas thrusters.

Ex-Tesla President Says Roadster Reveal Is A ‘Not-So-Hidden Attempt’ To Knit Tesla And SpaceX Together

Equity

GraniteShares 1.25x Long Tesla Daily ETF

Tesla Inc

Direxion Daily TSLA Bull 2X Shares

Tradr 2X Short TSLA Daily ETF

T-REX 2X Long Tesla Daily Target ETF

<ul class="summary-bullets"><li>ROKU stock closed up 0.4% higher as investor sentiment has improved amid a $22 billion acquisition by Fox and strong second-quarter financial results.&nbsp;</li><li>MRK stock closed up 0.09% as a strong Q2 earnings beat and positive clinical trial momentum for its oncology portfolio drove retail interest.&nbsp;</li><li>SCHW stock jumped to an annual high in the regular session before closing down 0.44%.&nbsp;</li></ul>Shares of Roku Inc. (ROKU), Merck &amp; Co Inc. (MRK), and Charles Schwab Corp. (SCHW) jumped to 52-week highs on Monday amid sustained momentum from strong earnings results and company-specific catalysts.&nbsp;<a href="https://stocktwits.com/symbol/roku">ROKU stock</a> closed up 0.4% as investor sentiment has improved amid a $22 billion acquisition by Fox Corporation (FOXA) and strong second-quarter (Q2) financial results.&nbsp;<a href="https://stocktwits.com/symbol/mrk">MRK stock</a> closed up 0.09% as a strong Q2 earnings beat and positive clinical trial momentum for its oncology portfolio drove retail interest.&nbsp;<a href="https://stocktwits.com/symbol/SCHW">SCHW stock</a> jumped to an annual high in the regular session before closing down 0.44%.&nbsp;<h2 class="st-heading-2">Roku Gains On Fox Acquisition, Earnings Strength&nbsp;</h2>ROKU stock jumped to a 52-week high of $158.51 on Monday, extending to four consecutive sessions in the green and is also on track to clock five months of gains.&nbsp;Fox’s planned $22 billion acquisition of the streaming platform and stronger-than-expected Q2 2026 results boosted the stock and drew investor attention.&nbsp;Earlier this month, Roku reported $1.35 billion in quarterly revenue, up 22% year over year, while platform and advertising growth helped it surpass 100 million active households. The company’s recent hardware price increases also improved margins.&nbsp;On Stocktwits, retail sentiment was ‘bullish’ at the time of writing. ROKU stock is up more than 45% this year.&nbsp;<h2 class="st-heading-2">Merck Jumps On Strong Clinical Trial Momentum</h2>MRK shares jumped to a 52-week high of $137.17 on Monday, sustaining gains after its better-than-expected Q2 results. The drugmaker’s pipeline has also added to positive momentum.&nbsp;Merck reported Q2 revenue of $16.61 billion, up 5% year-over-year and above Wall Street expectations, driven by continued strength in oncology, particularly Keytruda, along with growth in animal health and newer products. Merck also forecast full-year 2026 revenue of $65.8 billion-$67 billion.Keytruda sales rose 4% to $8.4 billion, while positive clinical-trial updates across its oncology pipeline and newer drugs such as Winrevair, Welireg and Capvaxive have also strengthened the company's growth outlook.&nbsp;Meanwhile, on Stocktwits, retail sentiment was ‘bearish’ at the time of writing. MRK stock has risen nearly 28% year-to-date.&nbsp;<h2 class="st-heading-2">Charles Schwab Posts Strong Growth In July Net Assets</h2>SCHW stock jumped to an annual high of $111.64, but closed down about 0.44% lower, snapping a three-day winning streak.&nbsp;Last week, the company posted core net new assets that rose 24% year-on-year to $58.1 billion, a record month. Total client assets equaled $13.04 trillion at the end of the month, up 19% from the previous year.&nbsp;The company also said new brokerage accounts opened during the month totaled 417,000, up 11% year-on-year, while daily average trades totaled 11.6 million.&nbsp;Charles Schwab reported Q2 adjusted earnings per share of $1.62, topping analyst estimates, while revenue hit a record $7.07 billion, up 21% year-over-year.Meanwhile, on Stocktwits, retail sentiment was ‘bearish’ at the time of writing. SCHW stock has risen nearly 9% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Roku, Inc. is displayed on a smartphone screen, with the company's latest stock market chart visible in the background, on April 26, 2025, in Chongqing, China.

Why Did ROKU, MRK, SCHW Stocks Jump To 52-Week Highs?

Roku, Merck & Co and Charles Schwab shares jumped to 52-week highs, extending strong earnings momentum, as well as gaining from company-specific analysts.

Merck & Co Inc

Roku Inc

Charles Schwab Corp.

<ul class="summary-bullets"><li>Stifel raised Home Depot’s price target to $340 but kept a Hold rating.</li><li>The firm said Home Depot’s&nbsp;premium valuation requires a meaningful housing and home-improvement recovery to support further upside.</li><li>RBC Capital raised Home Depot’s target to $343, citing supply-chain investments and a strong store network.&nbsp;</li></ul>Home Depot (HD) stock gained overnight as investors positioned ahead of earnings, with the retailer set to report second-quarter (Q2) results before Tuesday’s market open. Stifel raised its price target, citing the company’s relative strength but flagged the need for a broader home-improvement recovery.&nbsp;<h2 class="st-heading-2">Stifel Lifts Home Depot Price Target</h2>Stifel raised Home Depot’s price target to $340 from $320 while maintaining a ‘Hold’ recommendation, signaling confidence in the retailer’s relative position, but Stifel still sees reasons for investors to remain cautious.Stifel said Home Depot trades at a premium to rival Lowe’s Companies Inc. (LOW), reflecting what analysts view as stronger operating positioning and additional opportunities tied to professional customers. The company’s Pro business serves contractors and other industry customers, making it an important part of the longer-term investment case.Home Depot trades at a price-to-earnings (P/E) multiple of 24, while Lowe’s is at a multiple of 18.2, according to Koyfin data.&nbsp;Stifel believes Home Depot may need a substantial improvement in the broader home-improvement market before investors become comfortable assigning the stock a higher valuation multiple. A stronger housing and renovation environment could provide the catalyst needed to support further upside.<a href="https://stocktwits.com/symbol/HD">Home Depot stock</a> edged 0.6% higher overnight, ahead of Tuesday.&nbsp;<h2 class="st-heading-2">RBC Sees HD’s Recovery Expectations Priced In</h2>Last week, RBC Capital also lifted its price target on HD to $343 from $340 while retaining a ‘Sector Perform’ rating. The firm highlighted Home Depot’s investments in its distribution network and its valuable store footprint as advantages that could help the retailer capture additional markeshare.RBC added that Home Depot’s physical presence and efforts to improve its supply chain could allow the company to compete more effectively as smaller or less-efficient players exit or lose ground.However, the firm cautioned that investors may already be pricing in a relatively quick rebound in housing activity. That leaves less room for disappointment if the recovery develops more slowly than the market currently anticipates.According to Fiscal Ai data, analysts see Home Depot posting $47.23 billion in Q2 revenue with earnings of $4.73 per share.&nbsp;<h2 class="st-heading-2">HD Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory. The stock saw an 840% surge in message volume over the past week with a 0.3% gain in watchers.&nbsp;A user&nbsp;<a href="https://stocktwits.com/CommanderLeona/message/662078628">said</a>, “Much of this earnings comes down to whether or not the Pro segment is making up for the drop in housing renovation projects.”HD stock has dropped nearly 2% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-eypt-stla-envx-stocks-plunge-to-52-week-lows-today/cZYTw4gRJSa">Why Did EYPT, STLA, ENVX Stocks Plunge To 52-Week Lows Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The Home Depot logo is displayed on a sign outside of a store in San Diego, California.

HD Stock Ticks Higher Overnight Ahead Of Earnings: Stifel's Target Raise For Home Depot Comes With A Warning 

Stifel raised Home Depot’s price target, but warned expectations for valuation already appear high.

HD Stock Ticks Higher Overnight Ahead Of Earnings: Stifel's Target Raise For Home Depot Comes With A Warning

Stifel raised Home Depot’s price target, but warned expectations for valuation already appear high. 

Home Depot, Inc.

Vanguard Consumer Discretionary ETF

Consumer Discretionary Select Sector SPDR Fund

<ul class="summary-bullets"><li>D.E. Shaw cut its Nio stake by 52.5%, selling 20.1 million shares during the second quarter.</li><li>The firm’s stake has plunged 62.2% in six months, pushing it from Nio’s largest institutional holder to fourth.</li><li>ES8 deliveries climbed 15% to 10,288 in July, while the ES8 and ES9 comprised 83% of Nio-brand deliveries.</li></ul>U.S.-listed shares of Nio, Inc. (NIO) slipped over 1% overnight late Monday after D.E. Shaw revealed it had sold more than half its stake in the Chinese EV maker, overshadowing fresh momentum for the company’s flagship ES8 SUV.<a href="https://stocktwits.com/symbol/NIO">Nio’s U.S.-listed shares</a> jumped 2% on Monday to finish the session at $4.6.&nbsp;<h2 class="st-heading-2">D.E. Shaw Dumps 20M Shares</h2>The New York-based investment firm held 18.2 million Nio American depositary shares (ADS) as of June 30, down 20.1 million shares, or 52.5%, from three months earlier, according to a regulatory filing. The stake was valued at $92.1 million, down from $231.1 million at the end of March. The sale knocked D.E. Shaw from first to fourth among Nio’s institutional shareholders, allowing Morgan Stanley to claim the top spot with 27.4 million shares.D.E. Shaw held 48.2 million Nio shares at the end of December, meaning its position fell 62.2% in six months. Its options exposure also collapsed: calls for Nio shares plunged 99.1%, while puts fell 68.5%.However, the firm retained $84.7 million of Nio’s 3.875% convertible notes due in 2029 and $38.25 million of its 4.625% notes due in 2030. Both positions were unchanged from March, leaving its combined principal investment at nearly $123 million. Meanwhile, the firm more than doubled its stake in rival Rivian to 20.8 million shares, a 141% increase. Its Tesla position remained broadly unchanged.<h2 class="st-heading-2">ES8 Closes In On 140,000 Deliveries</h2>Yang Bo, Nio’s head of user operations, said on Weibo that cumulative deliveries of the large premium SUV are set to reach 140,000 this week. The model crossed 130,000 deliveries on July 22, suggesting the latest 10,000 vehicles took only around one month, according&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/08/17/nio-140000th-es8-delivery-this-week/">to</a> CnEVPost.This keeps the ES8’s pace near 10,000 deliveries per month, helped by a five-seat version introduced in July. The variant starts at 382,800 yuan ($56,400), about 6% below the three-row models, while the price falls to 274,800 yuan under Nio’s battery-subscription plan. Deutsche Bank analysts previously said some customers had delayed purchases while waiting for the five-seat version, contributing to the ES8’s weaker June performance.Deliveries rebounded nearly 15% sequentially to 10,288 units in July, returning above the 10,000 mark after June ended a seven-month streak. Through July, ES8 deliveries totaled 88,947 vehicles, which is over 20x the year-earlier figure.Together with the recently launched ES9, the ES8 accounted for much of Nio’s premium sales mix. The two SUVs delivered a combined 16,603 vehicles in July, representing 83% of deliveries under the main Nio brand. The brand recorded an average transaction price of 434,600 yuan during the month, implying about 8.7 billion yuan in sales based on delivery volume.<h2 class="st-heading-2">How Do Retail Traders Feel About NIO?</h2>On Stocktwits, retail sentiment for NIO has been ‘bearish’ over the past week amid a 181% jump in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/nio_ss_c3420a4e8e.png" alt="nio ss.png" width="967" height="132"><figcaption>NIO sentiment and message volume as of August 18 | Source: Stocktwits</figcaption></figure>One bullish user&nbsp;<a href="https://stocktwits.com/InvestingJohn/message/662108603">said&nbsp;</a>“$NIO is overdue to get back to 60s”<stembedurl>https://stocktwits.com/InvestingJohn/message/662108603</stembedurl>A bearish user&nbsp;<a href="https://stocktwits.com/okil1234/message/662105562">said</a>, “<a href="https://stocktwits.com/symbol/NIO">$NIO</a> I used to have over 22000 share of this, sold around $6 and jumped on the AI bubble, yes nothing wrong with a bubble as long as it makes $$$ 3x my money in less then a year.”<stembedurl>https://stocktwits.com/okil1234/message/662105562</stembedurl>Nio’s U.S.-listed shares have declined 4% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-quadrupled-5-years-how-hims-turned-telehealth-giant/cZYTwrqRJSO">HIMS Stock Has Quadrupled In 5 Years: How Hims Turned A $3 Stock Into A Telehealth Giant&nbsp;</a>

A smartphone displays the logo of NIO Inc. (Photo illustration by Cheng Xin/Getty Images)

NIO Stock Slips Overnight: D.E. Shaw Dumps Over Half Its Stake, Loses Top-Holder Crown

Nio’s third-generation ES8 is expected to reach 140,000 cumulative deliveries this week.

NIO Inc

Rivian Automotive Inc

<ul class="summary-bullets"><li>Geopolitical tensions are back in focus after U.S. President Donald Trump threatened to bomb Oman if it impedes efforts to end the war against Iran and reopen the Strait of Hormuz.&nbsp;</li><li>Global oil prices jumped after the remarks, with Brent crude topping $90 a barrel.&nbsp;</li><li>Meanwhile, the Nasdaq is seeking regulatory approval to launch nearly continuous U.S. equity trading, with a new 9 p.m. to 4 a.m. ET overnight session, adding to its existing extended hours.&nbsp;</li></ul>U.S. stock futures traded lower in the overnight session late Monday as renewed tensions between the United States and Iran returned to focus after oil prices breached $90 a barrel, stoking inflation concerns once more.&nbsp;Dow futures were down 0.03%, while the S&amp;P 500 futures fell 0.25% and the Nasdaq-100 futures slumped 0.60% at 10:54 PM EDT.&nbsp;&nbsp;On Monday, all three benchmark indexes closed&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-stocks-drop-geopolitics-and-oil-price-risk-take-center-stage/cZYG0TMRJSc">lower</a>, with the S&amp;P 500 leading the decline, down 0.52% at close. The Dow shed about 272 points to end 0.51% lower and Nasdaq also closed down 0.32%.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-0.51%</td><td>53,459.78</td></tr><tr><td>S&amp;P 500</td><td>-0.52%</td><td>7,745.06</td></tr><tr><td>Nasdaq Composite</td><td>-0.32%</td><td>26,644.91</td></tr></tbody></table></figure></div><h2 class="st-heading-2">Nasdaq Plans 23-Hour Trading Sessions&nbsp;</h2>Nasdaq is seeking regulatory approval to launch nearly continuous U.S. equity trading, with a new 9 p.m. to 4 a.m. ET overnight session added to its existing extended-hours.&nbsp;The proposed schedule would allow trading from 9 p.m. Sunday through 8 p.m. Friday, with only a one-hour daily processing break and all-day Saturday closed. Nasdaq says the move aims to meet growing global demand for U.S. stocks and expand access for international investors, with a targeted Dec. 6, 2026 launch, subject to approval from the U.S. Securities and Exchange Commission and Securities Information Processor readiness.<h2 class="st-heading-2">Key US Market Drivers</h2>Geopolitical tensions are back in focus after U.S. President Donald Trump threatened to bomb Oman if it impedes efforts to end the war against Iran and re-open the Strait of Hormuz.&nbsp;“If Oman gets in the way, we’ll bomb the shit out of them,” Trump reportedly told Fox News on Monday. The comments come as a two-month window to negotiate a peace deal with Iran expired on Monday, without any breakthrough.&nbsp;In a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/117110334410901963">post</a> on Truth Social, the president reiterated, “The number one Goal is, and always will be, that Iran cannot have, in any way, shape, or form, a Nuclear Weapon.”Global oil prices jumped higher following the remarks. Brent crude futures expiring in October were up about 0.51%, trading at $91.33 a barrel at the time of writing. Meanwhile, WTI crude futures expiring in September were trading at $85.04 per barrel, up about 0.64%."Markets adopted a generally risk-off tone as President ​Trump reaffirmed he was ​not interested in ⁠extending the truce with Iran, with renewed tensions in the Middle East pushing oil prices higher and complicating sentiment," Westpac analysts reportedly wrote ​in a research note, as per Reuters.&nbsp;Meanwhile, rising oil prices pressured the U.S. 30-year Treasury yield to 5.31%, its highest level in nearly two decades, complicating the Federal Reserve's policy outlook that was widely expected to held stable in the upcoming September meeting.&nbsp;“Gold, silver, oil, precious metals mining stocks, and bond yields all rose today as the S&amp;P 500 fell. The inflation trade is on and Fed credibility is off. Get used to this combination,” Economist Peter Schiff said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2089441920313360691">post</a> on X.&nbsp;Markets will turn their attention to the Fed’s July meeting minutes, due Wednesday, while the final stretch of earnings season brings results from several major retailers. Home Depot is set to report Tuesday, followed by Target on Wednesday and Walmart on Thursday. Lowe’s and TJX Companies are also scheduled to release quarterly results this week.&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>Sandisk Corp. (SNDK):&nbsp;Shares of the memory chipmaker slumped more than 4% in the overnight session on Monday as investors weigh the recent AI rally and its sustainability.&nbsp;Strategy (MSTR):&nbsp;The company garnered retail attention amid an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-says-fixing-the-credit-takes-priority-over-mstr-stock-buybacks/cZYG9NzRJ1M">announcement</a> that it had sold about 3.5 million shares of MSTR common stock through its at-the-market (ATM) program, generating more than $333 million in net proceeds.&nbsp;Nebius Group N.V. (NBIS):&nbsp;The company’s stock was down more than 2% overnight amid AI jitters, shortly after it posted upbeat quarterly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-jumps-premarket-as-strong-q2-fuels-best-weekly-move-since-2024-analysts-praise-backlog-fueled-capacity-expansion/cZo6DCERJKt">results</a> and attracted a slew of analyst price-target increases.&nbsp;Nike Inc. (NKE): The athletics apparel brand garnered retail attention amid its multi-year lows. However, a Stocktwits poll&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-vs-lulu-retail-traders-see-a-bigger-comeback-opportunity-in-one-stock/cZYTuCNRJS7">found</a> that 68% of retailers who voted favored Nike as the stronger turnaround opportunity compared to Lululemon Athletica Inc. (LULU).&nbsp;<h2 class="st-heading-2">Other Market Trends&nbsp;</h2>Yields on the 10-year Treasury were at 4.724% at the time of writing, while spot gold prices fell to $4,396.09 per ounce.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, the&nbsp;<a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust (QQQ)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> all traded lower at the time of writing&nbsp;&nbsp;&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was up 0.09% amid ‘neutral’ sentiment.Asian markets were trading mixed at the open on Tuesday. South Korea's KOSPI, Japan’s Nikkei 225 and China’s SSE Composite were all trading in the red at the time of writing. Meanwhile, Australian stocks were climbing higher.&nbsp;&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a chart depicting stock market crash, is displayed on a mobile phone screen in Ankara, Turkiye on August 5, 2024. (Photo by Osmancan Gurdogan/Anadolu via Getty Images)

Why Dow, S&P 500, Nasdaq Futures Are Slipping Overnight: SNDK, MSTR, NBIS, NKE Stocks Are In Focus

Dow futures were down 0.03%, while the S&P 500 futures fell 0.25% and the Nasdaq-100 futures slumped 0.60% at 10:54 PM EDT.

SPDR Dow Jones Industrial Average ETF

Strategy

Nebius Group N.V.

Nike Inc

Invesco QQQ Trust Series 1

Sandisk Corp

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond ETF

<ul class="summary-bullets"><li>Cerebras Systems’ stock jumped 15.1% on Monday; shares then dropped 2% in overnight trading.</li><li>Wedbush said Cerebras’ technology powering an ultrafast mode in a new OpenAI AI model is a tailwind for the chipmaker.</li><li>On Stocktwits, the retail sentiment for CBRS was ‘extremely bullish.’</li></ul>Cerebras Systems’ stock jumped 15.1% on Monday before paring more of those gains in the overnight session, after a key analyst issued a favorable note on the company’s deepening integration with its customer and AI heavyweight OpenAI.Last week, Cerebras said its proprietary Wafer-Scale Engine technology is powering OpenAI’s newly launched GPT-5.6 Sol Ultrafast mode, a service tier capable of delivering up to 750 output tokens per second, which is roughly 14 times faster than standard processing.On Monday, Wedbush Securities said in a note that it sees “progression” in Cerebras’ OpenAI workflow, flagging it as a tailwind for the chipmaker&nbsp;“We view this news as progression of CBRS's OpenAI relationship,” Wedbush said in an investor note. “While OpenAI is committed to taking 750MW of Cerebras capacity by 2028, we'd note the agreement is structured such that OpenAI can both extend the length of contracts around this capacity and/or contract for additional capacity through 2030.”Cerebras and OpenAI signed a $20 billion compute deal in April. Cerebras, viewed as an emerging challenger to Nvidia, uses its Wafer-Scale Engine technology to keep an entire 300-millimeter silicon wafer intact as a single processor. The architecture is designed to deliver high computing performance and memory bandwidth for AI workloads.<h2 class="st-heading-2">Cerebras To Kick Off Supernova Event</h2>Investors and analysts would tune into Cerebras’ flagship event&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cerebras.ai/supernova">Supernova 2026</a>, which kicks off on Tuesday.Cerebras is expected to unveil new AI products, demos and developments focused on ultra-fast inference and production AI applications at the end, with some reports pointing to the possible next-generation WSE-4 hardware launch.&nbsp;&nbsp;The flagship conference is significant as Cerebras’ key annual product showcase, bringing together AI developers, enterprise leaders, researchers and ecosystem partners around its fast-inference strategy.<h2 class="st-heading-2">Retail View On CBRS</h2>On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/CBRS">CBRS</a> has held up in the ‘extremely bullish’ zone since the chipmakers quarterly report last week.&nbsp;“Cerebras Systems is in focus this morning after at least two major companies/firms announced stakes in the company in their 13F forms for the year,” a trader&nbsp;<a href="https://stocktwits.com/tradertvlive/message/662061741">wrote</a>.“Both Citadel and Advanced Micro Devices (AMD) disclosed $CBRS stakes as of the end of Q2 2026. The stock went public roughly halfway through the quarter.”Another trader&nbsp;<a href="https://stocktwits.com/GraniteCapitalManagement/message/662123244">wrote</a>: “$CBRS Everyone is waiting for tomorrow’s Supernova event that CBRS is putting on. It’s kinda like Apple’s annual September product and service launch… Tomorrow will be fun.”<h2 class="st-heading-2">Cerebras’ Q2 Recap&nbsp;</h2>Last Wednesday, Cerebras reported adjusted loss per share of $0.05 for its second quarter, beating Wall Street’s estimates of a $0.18 loss per. Revenue came in at $209.9 million, ahead of the $108 million consensus estimate.The company raised its full-year 2026 revenue outlook to $880 million to $890 million, above its previous forecast of $855 million to $865 million.However, Cerebras’ adjusted gross margin fell to 40.6% in the second quarter, from 46.5% in the preceding three months. CFO Bob Komin said on the post-earnings conference call that the roughly five percentage point decline was driven by higher costs to rent computing capacity that Cerebras had previously deployed with other customers.The margin pressure comes while the company is rapidly expanding its manufacturing capacity. Cerebras said it expects to increase that capacity by more than tenfold this year, adding to the infrastructure required to meet growing demand for its AI systems.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-reclaims-1-000-amid-fresh-memory-momentum-jim-cramer-says-mu-stock-can-double-again/cZYTMjsRJSe">Micron Reclaims $1,000 Amid Fresh Memory Momentum: Jim Cramer Says MU Stock Can ‘Double Again’</a>&nbsp;

The logo of OpenAI is displayed on a computer screen with the logo of Cerebras is displayed on a mobile phone screen on the front. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

CBRS Stock Pops 15% As Wedbush Flags 'Progression' In $20B OpenAI Deal, GPT-5.6 Sol Ultrafast Boost

Investors would now tune into Cerebras’ flagship event Supernova 2026, which kicks off on Tuesday.

Why CBRS Stock Jumped Over 15% Today?

Investors would now tune into Cerebras’ flagship event Supernova 2026, which kicks off on Tuesday.


Cerebras Systems Inc

NVIDIA Corp

OpenAI

<ul class="summary-bullets"><li>HIMS stock has gained 314% over five years as the former SPAC evolved into a global healthcare platform.</li><li>Annual revenue surged from $272 million in 2021 to $2.3 billion in 2025, representing a compound annual growth rate of nearly 64%.</li><li>Hims’ AI-native care platform tripled customer messaging and reduced nonclinical support work by nearly 50%.</li></ul>Hims &amp; Hers Health (HIMS) marked its fifth anniversary as a publicly traded company on Monday, capping a volatile journey that delivered a 314% stock return and turned the former SPAC into a global healthcare business.CEO Andrew Dudum and company employees rang the New York Stock Exchange opening bell to commemorate the milestone and signal what he called Hims’ “next phase of growth.” Dudum&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/AndrewDudum/status/2089392798113952038">said on X</a> that going public was an intentional decision to place the company in a “high-stakes arena” that demands both quarterly execution and commitment to a long-term vision. Like Amazon and Google during their early years, he said, Hims believed it had an opportunity to change an entire industry.“For us, that’s truer today than it was in January 2021,” Dudum said, adding that the company remains in the “early innings.”<h2 class="st-heading-2">Inside Hims’ Post-SPAC Comeback</h2>Founded in 2017, Hims initially focused on conditions such as erectile dysfunction and hair loss, combining online consultations with discreet medication delivery. It launched Hers for women the following year before expanding into skincare, mental health and retail distribution.<img src="https://news.stocktwits-cdn.com/Hims_Hers_Revenue_And_Profit_Since_Listing_2a3e5e402a.jpg" alt="Hims__Hers_Revenue_And_Profit_Since_Listing.jpg">The company went public through a merger with Oaktree Acquisition Corp. in 2021 at a valuation of $1.6 billion. However, HIMS ended 2021 down 55% and fell toward $3 during the 2022 growth-stock selloff. Revenue increased from $272 million in 2021 to $527 million in 2022 and $872 million in 2023. Fiscal.ai data shows that it subsequently hit $1.5 billion in 2024 and $2.3 billion in 2025, representing a compound annual growth rate of nearly 64% since 2021. The company also moved from operating losses during its early public years to positive operating profit in 2024 and 2025.<h2 class="st-heading-2">Weight Loss Ignites HIMS Rally</h2>In 2024, Hims began offering compounded injectable Semaglutide during a shortage of branded weight-loss medicines such as Novo Nordisk’s Wegovy. Demand surged, prompting Hims to acquire compounding facility MedisourceRx to boost its supply chain. Full-year revenue climbed 69% to $1.48 billion, while HIMS shares soared 172% in the same year.The excitement peaked in February 2025 after the company aired its provocative “Sick of the System” commercial during Super Bowl LIX. The advertisement criticized the cost of branded weight-loss drugs, while promoting more affordable alternatives, generating heavy consumer attention. HIMS stock hit its record high of $68.74 in the same month.<img src="https://news.stocktwits-cdn.com/koyfin_20260818_082936563_665cb14964.png" alt="koyfin_20260818_082936563.png"><h2 class="st-heading-2">From Novo Fallout To New GLP-1 Strategy&nbsp;</h2>The GLP-1 opportunity also exposed Hims to one of its biggest investor risks. In June 2025,&nbsp;Novo Nordisk terminated a short-lived Wegovy partnership, accusing Hims of improperly promoting compounded semaglutide. The stock plunged 35% that day. The companies revived their partnership in March this year, agreeing to offer branded Wegovy and Ozempic through the Hims platform as the telehealth firm shifted away from marketing compounded GLP-1 drugs.&nbsp;Dudum called the company’s current relationship with Novo as “extremely” strong during its latest earnings call. He also called the Wegovy pill’s launch “staggering,” saying it opened “the floodgates” for patients concerned about injections or prices.<h2 class="st-heading-2">Hims Builds Global Health Platform</h2>Hims also accelerated its international expansion through acquisitions including European digital-health platform Zava, blood-sampling company YourBio Health and Australian telehealth provider Eucalyptus. Its $1.2 billion acquisition of Eucalyptus, completed in June, expanded the company’s reach across Australia, the U.K., Germany, Canada and Japan.International revenue increased more than 17-fold year-over-year to $131 million in the second quarter. Eucalyptus contributed $40 million, while Hims’ existing international operations grew 13% sequentially on an organic basis. Hims added over 300,000 subscribers during the quarter, bringing its global base close to three million. Dudum said that population now rivals some of the largest healthcare systems in the U.S.The company has five domestic specialties operating above a $100 million annual revenue run rate. Testosterone, its fastest-growing category outside weight loss, is expected to become the sixth.<h2 class="st-heading-2">Hims Makes AI ‘Load-Bearing’&nbsp;</h2>Hims is betting that AI can deepen customer relationships while lowering care costs. Its new AI-native experience for Hers weight-loss customers tripled messaging, answered 80% of questions and reduced nonclinical support work by nearly 50%, according to CTO Mo Elshenawy.“We are making AI load-bearing, not decorative,” Elshenawy said, stressing that licensed clinicians remain responsible for medical decisions. The company expects the investment to pay for itself within 12 to 18 months through stronger retention, fewer cancellations and lower service costs.Despite gaining 314% over five years, HIMS trades around $28 to $29, which is about 58% below its February 2025 record. Fiscal.ai expects revenue to reach $3.2 billion this year, but projects an operating loss as investment remains elevated. HIms’ longer-term ambitions remain intact: at least $6.5 billion in annual revenue and $1.3 billion in adjusted EBITDA by 2030.<h2 class="st-heading-2">How Do Retail Traders Feel About HIMS?</h2>On Stocktwits, retail sentiment for HIMS flipped to ‘bearish’ from ‘bullish’ levels a day ago amid a 1,020% surge in 24-hour message volumes. The ticker’s watcher base has also jumped 27% in a year.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/hims_ss_194978440f.png" alt="hims ss.png" width="968" height="129"><figcaption>HIMS sentiment and message volume as of August 17 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/QuantInsider/message/662128694">said</a> the post-earnings decline reflected concerns about “margin risks” despite the revenue beat and raised outlook, adding that large call and put sweeps suggested traders were “hedging both ways” rather than positioning for a clear bullish reversal.<stembedurl>https://stocktwits.com/QuantInsider/message/662128694</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/JFDI/message/662103512">said</a>, “$HIMS higher low on daily would look nice here. not holding my breath. Real move starts thru 40 imo”<stembedurl>https://stocktwits.com/JFDI/message/662103512</stembedurl>HIMS stock has declined 39% over the past year and 12% since January.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-ligado-fcc-clearance-spectrum-96-ast-satellites/cZYTtUARJS4">Why Is ASTS Stock Rising? FCC Review Of Ligado’s 96-Satellite Spectrum Plan Still Pending&nbsp;</a>

 In this photo illustration, the Hims & Hers Health logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

HIMS Stock Has Quadrupled In 5 Years: How Hims Turned A $3 Stock Into A Telehealth Giant 

CEO Andrew Dudum marked the company’s fifth listing anniversary by ringing the NYSE opening bell and declaring its “next phase of growth.”

HIMS Stock Has Quadrupled In 5 Years: How Hims Turned A $3 Stock Into A Telehealth Giant

Hims & Hers Health Inc

Novo Nordisk A/S

<ul class="summary-bullets"><li>EyePoint hit a 52-week low of $3.95 after its Phase 3 LUGANO trial missed its primary goal.&nbsp;</li><li>Stellantis fell to a 12-year low of $5.10 after recalling 955,000 vehicles over a rear-view camera software issue.&nbsp;&nbsp;</li><li>Enovix fell to a record low of $3.52 after CEO Raj Talluri resigned.&nbsp;</li></ul>EyePoint Inc. (EYPT), Stellantis N.V. (STLA) and Enovix Corp. (ENVX) stocks tumbled to 52-week lows on Monday, as investors reacted to a failed clinical endpoint, a large-scale vehicle recall and an unexpected leadership change.EyePoint stock plunged nearly 67%, while Enovix and Stellantis stocks dropped 18% and 4%, respectively.&nbsp;<h2 class="st-heading-2">EyePoint Faces Trial Disappointment</h2><a href="https://stocktwits.com/symbol/EYPT">EyePoint stock</a> hit an annual low of $3.95 after its Phase 3 LUGANO study of DURAVYU in wet age-related macular degeneration (AMD) failed to achieve its primary non-inferiority goal against aflibercept. The company said nine patients experienced vision deterioration stemming from causes unrelated to wet AMD, an imbalance the company believes affected the results.Consequently, RBC downgraded EyePoint to ‘Sector Perform’ from ‘Outperform’ and slashed its price target to $5 from $37. Jefferies also cut its target, lowering it from $30 to $8 while maintaining a ‘Buy’ rating. Investors will now look toward the Phase 3 LUCIA results, expected in roughly eight weeks, as the next major test for the company's outlook.However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">Stellantis Deals With Recall</h2><a href="https://stocktwits.com/symbol/STLA">Stellantis stock</a> plunged to a twelve-year low of $5.10 after announcing a worldwide recall involving about 955,000 vehicles, including approximately 848,000 in the U.S. The affected vehicles include 2026 and 2027 models sold under the Chrysler, Dodge, Jeep and Ram brands.A radio-system software problem can cause the rear-view camera display to fail while a driver reverses. Stellantis plans to address the defect through an over-the-air software update. Retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">Enovix Loses Its CEO</h2><a href="https://stocktwits.com/symbol/ENVX">Enovix stock</a> plunged to a record low of $3.52 after CEO Raj Talluri unexpectedly stepped down. CFO Ryan Benton will serve as interim CEO.&nbsp;William Blair downgraded Enovix to ‘Market Perform’ from ‘Outperform’, citing that Talluri's departure increases execution risk and undermines near-term investor confidence. The board nevertheless reaffirmed its third-quarter 2026 financial guidance and manufacturing targets.Retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;So far this year, EYPT, STLA and ENVX have crashed between 50% and 73%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-vs-lulu-retail-traders-see-a-bigger-comeback-opportunity-in-one-stock/cZYTuCNRJS7">NKE Vs LULU: Retail Traders See A Bigger Comeback Opportunity In One Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Dodge Ram 1500 REV electric truck sits on display at the North American International Auto Show on September 16, 2023. (Photo by Adam J. Dewey/Anadolu Agency via Getty Images)

Why Did EYPT, STLA, ENVX Stocks Plunge To 52-Week Lows Today? 

The sell-offs followed a failed trial, a massive recall, and a CEO's exit.

Why Did EYPT, STLA, ENVX Stocks Plunge To 52-Week Lows Today?

The sell-offs followed a failed trial, a massive recall, and a CEO's exit. 


Enovix Corp

EyePoint Pharmaceuticals Inc

Stellantis N.V

<ul class="summary-bullets"><li>The company said that the well, drilled in the prolific Lower Congo Basin, found an oil and gas condensate column of more than 600 meters (2,000 feet) in the primary Pinda reservoir.</li><li>Chevron plans to assess the asset for potential development as a tie-back to its nearby facilities.&nbsp;</li><li>Barclays lowered the price target on Chevron to $208 from $216 and maintained an ‘Equal Weight’ rating on the shares.</li></ul>Shares of Chevron Corp. (CVX) closed up more than 1% on Monday and continued to climb in the overnight session.&nbsp;The company said that it had made an oil and gas condensate discovery at the 105-4X exploration well in Block 0, offshore Angola.&nbsp;The discovery will aid its ‌push to increase production in sub-Saharan Africa and demonstrates the potential of its exploration program in the region, the company said.&nbsp;<h2 class="st-heading-2">Chevron’s Exploration Details&nbsp;</h2>The company said that the well, drilled in the prolific Lower Congo Basin, found an oil and gas condensate column of more than 600 meters (2,000 feet) in the primary Pinda reservoir.Chevron plans to assess the asset for potential development as a tie-back to its nearby facilities.&nbsp;<h2 class="st-heading-2">Chevron’s Africa Operations</h2>The company said that beyond Angola, the discovery builds on a successful exploration program in Sub-Saharan Africa where Chevron is currently producing around 300 thousand barrels of oil equivalent per day net. Its existing resource base and active exploration program across the region is positioned to sustain and grow production into the future.“This discovery is another important milestone for Chevron’s over 70-year history in Angola,” said Kevin McLachlan, Vice President, Exploration, Chevron. “By combining high-impact exploration with infrastructure-led opportunities close to existing facilities, we are growing our resource base, creating value, and demonstrating that our strategy is delivering, as well as our continued confidence in Angola’s resource potential.”In Nigeria, Chevron farmed into two offshore blocks last year and has also been awarded a deepwater block in the country's latest bid round. Chevron has also had three near-field exploration successes – Meji NW-1, South Delta AA and Awodi-07 – in Nigeria since late 2024, where it is continuing an ongoing exploration and appraisal program.&nbsp;In Guinea-Bissau, Chevron has secured three blocks, including the newly acquired Block 4B, which closed on Aug. 13th; in Equatorial Guinea, it has secured an additional five-block reconnaissance license.&nbsp;<h2 class="st-heading-2">Barclays Lowers CVX Stock Price Target</h2>Barclays lowered the price target on Chevron to $208 from $216 and maintained an ‘Equal Weight’ rating on the shares, as per TheFly. The revised target still implies an upside of about 2.6% from the company’s last closing price.&nbsp;The firm said it adjusted targets in the integrated oil and exploration and product group after its second-quarter earnings.&nbsp;Chevron reported Q2 earnings on July 31, posting an adjusted earnings per share of $6.06 on revenues of $67.20 billion.&nbsp;<h2 class="st-heading-2">CVX Stock: Retail Stance</h2>On Stocktwits, retail sentiment around CVX stock was ‘bearish’ at the time of writing, while message volumes jumped 333%.&nbsp;One user&nbsp;<a href="https://stocktwits.com/oktobernv/message/662126409">said</a>, “$CVX Short here.”<a href="https://stocktwits.com/symbol/CVX">CVX stock</a> is up 30% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Chevron Corporation is displayed on a smartphone screen, with the company's iconic red and blue branding visible in the background.

CVX Stock Rises Overnight: Chevron Says It Has Discovered Oil, Gas Condensate Offshore In Angola

Chevron said on Monday that it had made an oil and gas condensate discovery at the 105-4X exploration well in Block 0, offshore Angola.

Chevron Corp.

<ul class="summary-bullets"><li>Retail investors favor Nike over Lululemon as a turnaround bet.&nbsp;</li><li>A Stocktwits&nbsp;poll showed that 68% of investors preferred Nike, while 32% chose Lululemon.&nbsp;</li><li>Under CEO Elliott Hill, Nike is rebuilding wholesale ties as sales, digital demand, and China business remain under pressure.&nbsp;</li></ul>Nike Inc. (NKE) and Lululemon Athletica Inc. (LULU) have both become comeback stories in search of a catalyst, but retail traders appear to have already picked their favorite. Both athletic brands&nbsp;face very different challenges as they work to reignite growth and strengthen their market positions. Nike is reshaping its distribution strategy and sharpening its focus on sports, while Lululemon is navigating softer U.S. demand, leadership changes, and questions about its next phase of expansion.&nbsp;<h2 class="st-heading-2">Retail Traders Pick Nike Over Lululemon&nbsp;</h2>Retail investors are showing a clear preference for Nike over Lululemon Athletica as both athletic-apparel names trade around multi-year lows. The&nbsp;<a href="https://stocktwits.com/discussions/if-you-had-to-choose-one-which-are-you-buying-nke-or-lulu/662079675">Stocktwits poll</a> found that 68% of respondents favored Nike as the stronger turnaround opportunity, compared with 32% for Lululemon.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_17_202723_c0ccd7ddc7.png" alt="Screenshot 2026-08-17 202723.png" width="967" height="498"></figure>This retail optimism comes even as both stocks remain well below their recent highs. NKE stock is 47% off its 52-week high, while LULU is down 53%. A user&nbsp;<a href="https://stocktwits.com/Chrissytina/message/662104471">said</a>, “NIKE for sure… we’re just in a funk right now but they’ll jump up to $60 before you know it and then the meantime, collect the Divvy[dividend].”On Monday,&nbsp;<a href="https://stocktwits.com/symbol/NKE">Nike stock</a> edged 0.5% higher overnight, while&nbsp;<a href="https://stocktwits.com/symbol/LULU">Lululemon stock</a> inched 0.07% higher.&nbsp;<h2 class="st-heading-2">Elliott Hill Leads Nike’s Strategic Reset</h2>Retail traders appear more confident in Nike's ability to rebuild its business because of its worldwide reach, established sports franchises and ongoing strategic overhaul.&nbsp;Nike has badly underperformed the overall U.S. stock market. Its stock is doing worse&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-stock-trails-s-and-p-500-by-widest-margin-in-25-years-can-elliott-hill-s-turnaround-effort-change-narrative/cZo416PRJIb">relative</a> to the S&amp;P 500 than at any point in about 25 years. Since its November 2021 record high, Nike has lost more than 40% of its market value, largely because of strategic mistakes that hurt its competitive position.&nbsp;Nike's fourth-quarter revenue fell 1% year-on-year to $11.1 billion, while digital sales dropped 26%. Earnings reached $0.20 per share, ahead of the $0.12 expectation, but China sales fell 12%.Under CEO Elliott Hill, Nike has begun reshaping its organization and moving away from an aggressive direct-to-consumer emphasis. The company is rebuilding relationships with wholesale retailers and seeking to restore shelf presence as competitors such as On Holding AG (ON) and Deckers (DECK), the parent of Hoka, gain ground.<h2 class="st-heading-2">Lululemon’s Growth Faces U.S. Hurdles</h2>Lululemon is facing weaker U.S. demand, mixed customer reactions to new products, and management changes. First-quarter revenue rose 4% to $2.5 billion, helped by 22% international growth, but flat U.S. sales have raised concerns about limited room for further growth at home.&nbsp;Heidi O’Neill, a Nike executive, will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-stock-stares-at-worst-week-since-june-lululemon-s-ai-chief-exits-before-the-new-ceo-takes-over/cZot7vKRJiS">become</a> Lululemon’s CEO in September.&nbsp;O’Neill’s main task will be to revive sales, restore confidence in management and help Lululemon compete with rivals. The company is scheduled to report second-quarter results August 27, with analysts expecting $2.46 billion in revenue and $1.80 in earnings per share, as per Fiscal Ai data.&nbsp;<h2 class="st-heading-2">NKE Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;A user&nbsp;<a href="https://stocktwits.com/Walnuts86/message/662128945">said</a>, “Nike’s brand survived the strategic mistakes. If management restores the economics, today’s depressed earnings dramatically understate what this company can earn.”NKE and LULU stocks have crashed 38% and 44%, respectively, year-to-date.&nbsp;&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baba-stock-gains-ground-alibaba-reportedly-sells-gaming-unit-for-1-5-b-as-qwen-fuels-bigger-ai-push/cZo6Hp5RJKp">BABA Stock Gains Ground: Alibaba Reportedly Sells Gaming Unit For $1.5B As Qwen Fuels Bigger AI Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nike logo is displayed on a mobile phone with a financial stock graph visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

NKE Vs LULU: Retail Traders See A Bigger Comeback Opportunity In One Stock

Nike and Lululemon face challenges as both brands struggle with weaker demand, strategic shifts, and steep stock declines.

Invesco Dow Jones Industrial Average Dividend ETF

Lululemon Athletica Inc

Corgi ETF Trust I. - Corgi Lifestyle Brands ETF

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors react to the pivotal upcoming Vineland, New Jersey planning board vote regarding a controversial data center project, with the community fiercely divided between bullish supporters citing massive AI infrastructure potential and bearish skeptics warning of overvaluation and regulatory risks. The stock remains highly volatile as traders closely track the outcome of this meeting, debating whether a successful approval will ignite a short squeeze or trigger a "sell the news" event.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently trending as investors weigh strong institutional accumulation against concerns regarding manufacturing cadence and launch dependencies. The community remains divided, with supporters highlighting massive contract backlogs and strategic partnerships with major mobile network operators, while critics point to persistent cash burn and reliance on SpaceX for launch capacity.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike is facing intense scrutiny as it hits multi-year lows, with investors and the community intensely debating whether the stock represents a generational buying opportunity or a deeper value trap. Conversation is currently split between those betting on a turnaround fueled by dividend yields and potential executive-led strategic shifts, and critics highlighting loss of market relevance, fierce competition from smaller brands, and lingering backlash over past corporate positioning.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is facing volatility as investors react to rising long-term Treasury yields and geopolitical tensions in the Strait of Hormuz, fueling debates about whether this is a healthy market reset or the start of a broader downturn. The community remains deeply divided, with bears pointing to macro risks and overextended valuations, while bulls remain focused on buying potential dips and leveraging technical signals.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot is trending ahead of its quarterly earnings release as investors scrutinize the company's ability to navigate persistent housing market headwinds and high interest rates. The community is actively debating whether the stocks recent decline has priced in these macro challenges or if a further pullback is imminent, while traders focus on the potential for volatility during the upcoming earnings announcement.

Investment Managers Series Trust II - Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF is experiencing heavy volatility as investors debate the impact of rising competition from Chinese flash-memory suppliers and the implications of the company's canceled infrastructure plans. The community is actively discussing aggressive short-selling strategies and the risks of holding leveraged positions during a period of potential market correction.

Cronos is an institutional-grade, high-performance, EVM-compatible Layer-1 blockchain built on the Cosmos SDK and integrated with the Inter-Blockchain Communication (IBC) protocol, designed as the backbone for open, compliant, and AI-accessible tokenized markets. It supports up to 60,000 transactions per second (TPS), 500ms block times, instant finality, and sub-$0.01 fees via Proof of Authority consensus.

Crypto.com Coin

Crypto.com Coin (CRO) is seeing heightened investor attention amid mixed sentiment over potential regulatory developments and ongoing debates regarding the impact of token emissions on price performance. While some community members express frustration over price action and dilution, others are actively tracking the Cronos ecosystem's growth, including the emergence of native meme coins like $MERY.X that highlight strong correlation and security features as points of interest.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxon Mobil is drawing significant investor attention as shares approach key technical support levels amid broader volatility in the energy sector. Market participants are actively discussing the impact of fluctuating oil prices and geopolitical tensions on the company's upstream earnings potential, while weighing the sustainability of its ongoing capital allocation and share buyback programs.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors react to a significant antitrust court victory against Google, which has fueled optimism regarding the company's valuation and growth potential. Community discussions are heavily focused on the stock's recent bullish momentum, the strategic impact of new partnerships with Apple, and the broader fintech sector's potential for recovery.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on the company's clear clinical roadmap, specifically the upcoming BLA filing for its lead prostate cancer asset and the potential for a transformative breakthrough in the solid tumor oncology space. The community is actively discussing strong institutional accumulation, a de-risked balance sheet, and the expectation that the firm's localized immune-priming mechanism will attract significant interest from major pharmaceutical players.

statis crypto Watchlist

Bitcoin

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

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SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

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