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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong quarterly results and raised full-year outlook have been overshadowed by a sharp selloff, with traders focused on negative cash flow and heavy spending to expand capacity, as well as valuation and broader weakness in AI-related stocks. Bulls view the spending as investment to meet power demand from data centers and other customers, while skeptics question whether the growth justifies the stocks valuation.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

A leak of Moderna and Mercks Phase 3 melanoma-vaccine results triggered a sharp sell-the-news selloff, despite results showing benefit when the vaccine was combined with Keytruda. Traders are divided between viewing the data as clinically encouraging and the decline as an overreaction, and arguing that expectations and valuation had become too high and further downside may follow.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong earnings beat and upbeat outlook were met with a sharp selloff, drawing attention to investor concerns about higher capital spending and weakness across AI-linked technology stocks. Traders are split between viewing the decline as a sell-the-news reaction and worrying that strong storage results may reflect a cyclical peak, despite continued optimism about AI-driven demand.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers quarterly update is drawing attention after revenue missed expectations and the company lowered its sales outlook, citing price-conscious shoppers and heavier footwear promotions, despite an earnings beat. Traders are split between viewing the results and margins as solid with the selloff overdone and worrying that slower HOKA and UGG growth and cautious guidance signal weaker demand.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas steep selloff and fresh lows are driving attention, with traders focused on managements plans to pursue a Monee listing and launch the Sea Cloud AI platform. Bears worry about the strategic shift, spending and insider selling, while some bulls argue a separate listing could unlock Monees value and see the decline as an oversold opportunity.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians reported Q3 outlook increase and reaffirmation of its 2026 outlook, alongside Carnivals strong results lifting cruise stocks, are fueling attention ahead of NCLHs earnings. Bulls point to resilient bookings and heavy short interest as reasons for optimism, while others remain concerned about NCLH lagging cruise peers, management guidance and fuel costs.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys run-up ahead of its upcoming quarterly earnings is driving discussion, with bullish traders pointing to analyst upgrades and continued merchant growth. Others view the rally as overextended and expect further profit-taking or a pullback.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaics weak quarterly update and withdrawal of phosphate production guidance, amid costly sulfur supplies and production curtailments, are weighing on shares. Traders debate whether the input-cost squeeze and reduced output will keep hurting margins or eventually support a fertilizer-price recovery, with hopes tied partly to easing Strait of Hormuz disruptions.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

A sharp pullback from recent highs is driving discussion, with traders pointing to broader market and aerospace-sector weakness, elevated oil and jet-fuel concerns, and profit-taking or technical selling as possible factors. Long-term bulls argue the business outlook and buybacks remain intact, while others question the depth of the decline.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express is drawing attention after Q3 results prompted an increase to its 2026 earnings outlook, alongside continued revenue growth and improving credit metrics. Traders are weighing the stronger outlook against questions about 2027 and the stocks recent weakness.

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 Nokia's Massive AI Orders Overshadow Soft Guidance — BofA Sees 90% Upside 

Equity

Nokia received about €2.8 billion ($3.19 billion) worth of AI-related orders in the second quarter. 


NOK Stock Heads For Best Day In 2 Weeks After Solid Q2: Retail Chases ‘Biggest AI Play Right Now’

Nokia reported a rise in demand for network infrastructure used in artificial intelligence expansion.


Jumia Shares Jump As Axian Mulls Buyout of E-Commerce Giant: Report

Jumia Technologies is exploring potential acquisition talks with Axian Telecom, which recently raised $600 million. 


Tencent Revenue Tops Forecasts On Gaming Surge, AI Ad Gains As Stock Rallies

Gaming revenue grew 24% year-on-year, driven by the release of titles like ‘Dungeon & Fighter Mobile’ and ‘Delta Force.’

Jumia Technologies Falls 48% After Fundraise Disclosure But Retail Focuses On Improving Operating Metrics

Jumia Technologies will be issuing over 20.22 million American Depositary Shares turning Wall Street against it. But retail investors believe the firm’s improving metrics and newfound liquidity lays the foundation for better long-term prospects.

Advisorshares Trust - AdvisorShares Dorsey Wright ADR ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Bank of America increased its price target on Nokia to $18.50, implying a 90% upside.&nbsp;</li><li>The firm expects near-term revenue growth while noting capacity limits could delay order deliveries until 2027-2028.&nbsp;</li><li>Nokia CEO Justin Hotard highlighted strong AI and cloud demand, driven by long-term customer orders.</li></ul>Nokia Corp. (NOK) earned a higher price target from Bank of America after reporting fiscal second-quarter (Q2) results, as analysts looked past softer-than-expected third-quarter guidance and pointed to stronger artificial intelligence order momentum.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/NOK">Nokia stock</a> extended its loss overnight and is on track for a second week of decline as a broad technology selloff overshadowed earnings optimism. The renewed scrutiny over AI spending dragged major U.S. benchmarks lower on Thursday.&nbsp;<h2 class="st-heading-2">Nokia’s AI Demand Stands Out&nbsp;</h2>Bank of America raised its price target on Nokia to $18.50 from $18 while reiterating its ‘Buy’ rating. The new price target implies a 90% upside to the stock’s last closing price.&nbsp;The firm said that investors are placing too much emphasis on the company's conservative near-term outlook. Nokia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nok-stock-heads-for-best-day-in-2-weeks-after-solid-q2-retail-chases-biggest-ai-play-right-now/cZZnWHwR7xJ">secured</a> approximately €2.8 billion ($3.19 billion) in AI-related order intake during the quarter, a figure that the analyst said substantially exceeded expectations.Nokia expects its Q3 net sales to rise 3% to 7% quarter-on-quarter. The analyst said the increase in AI networking orders shows strong demand for AI infrastructure and indicates that Nokia’s long-term growth outlook remains positive.&nbsp;Bank of America also dismissed concerns that Nokia did not increase its full-year outlook. According to the analyst, much of the newly announced AI-related business will not translate into revenue immediately because industry-wide manufacturing and capacity constraints are expected to delay deliveries until 2027, with some extending into 2028.<h2 class="st-heading-2">Long-Term AI Deals Strengthen Nokia's Order Pipeline&nbsp;</h2>During the Q2 earnings call, CEO Justin Hotard highlighted a sharp increase in AI- and cloud-related business as customers ramp up investments in next-generation networking technologies.&nbsp;“Q2 benefited from several significant long-term orders as our customers look to secure supply in a constrained environment. To provide some reference, approximately half the order volume received in Q2 is expected to convert to revenue in the next 12 months.”He also outlined progress on new AI-powered telecom products designed to support future 5G and 6G deployments.Hotard said customer spending remained strong across its optical and IP networking businesses, supported by expanding data center interconnect deployments and AI computing infrastructure.&nbsp;<h2 class="st-heading-2">What Are NOK Retail Traders Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. The stock saw&nbsp; a254% increase in message volume over the past week.&nbsp;A user&nbsp;<a href="https://stocktwits.com/Nasdaq_Frontier/message/659885762">said</a>, “Let’s be honest about<a href="https://stocktwits.com/symbol/NOK">&nbsp;$NOK</a>. This is a long-term investment, not a short-term trade. Nokia is a telecom giant with a growing AI segment and a potential free call option on Jensen’s AI-RAN vision — a 6G opportunity that could play out over many years.”&nbsp;Another user&nbsp;<a href="https://stocktwits.com/SmartMoneyRadar/message/659887887">said</a>, “AI supercomputing needs global fiber infrastructure, and Nokia remains connected to that buildout.”Nok stock has gained 50% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-recent-cyber-incident-has-house-lawmakers-eyeing-ai-kill-switch/cZZFcARR7UF">OpenAI’s Recent Cyber Incident Has House Lawmakers Eyeing An ‘AI Kill Switch’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nokia logo is displayed on a smartphone on the top of a laptop.

Nokia Corp. (NOK) earned a higher price target from Bank of America after reporting fiscal second-quarter (Q2) results, as analysts looked past softer-than-expected third-quarter guidance and pointed to stronger artificial intelligence order momentum.&nbs

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