SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing significant volatility, prompting discussions about a potential market correction or even the start of a bear market. Fed Governor Lisa Cook's comments regarding high valuations are being cited as a possible catalyst for the downturn. Community sentiment is mixed, with both bulls and bears actively trading the volatility and debating potential bottom levels and future direction.

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

Despite strong earnings, NVIDIA is experiencing a sell-off, leading to widespread discussion about potential market manipulation and whether the AI bubble is bursting. Community sentiment is largely negative, with many questioning the high valuations and pointing to potential downside. Some traders are expressing frustration, while others are seizing the opportunity to buy the dip or profit from short positions.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The $QQQ is experiencing significant volatility, driven by an intense intraday sell-off despite initially gapping up on strong earnings from major tech companies. Community sentiment is shifting rapidly, with many traders expressing shock and questioning the market's fundamentals as the index reverses sharply. Discussions revolve around potential manipulation, the influence of macroeconomic factors, and whether this signals a broader market correction or just a short-term pullback.

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 downwards, sparking debate about potential support levels and whether this signals the end of the current cycle. Community members are discussing Michael Saylor's position and potential liquidations, while others point to broader market factors and potential manipulation. The conversation includes opinions on Bitcoin's role as a store of value and its impact on the wider market.

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

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending amid a broader tech sector pullback and ahead of Nvidia's earnings report, with some traders expressing concerns about an AI bubble. The community is debating whether the dip presents a buying opportunity or if further declines are expected, while others are highlighting AMD's partnerships and potential for growth in the AI space. Discussions also include potential price targets and the impact of macroeconomic factors on the stock's performance.

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 is trending downwards as it amplifies Bitcoin's movements, with concerns rising about debt leverage and potential liquidation. Community discussions revolve around whether the stock is overvalued and how much further it could drop, with some anticipating a significant decline. Broader market commentary suggests potential risks tied to hedge fund activity and overall market valuations which may impact Strategy.

Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings Corp is trending due to a shift in business strategy and community speculation around a potential short squeeze. Traders are actively debating float size, short interest, and the possibility of a GME-like scenario, while others express concerns about pump-and-dump schemes and dilution. High volatility and trading volume contribute to the ongoing discussion.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as the community debates its future amidst market volatility and the launch of new ETFs; traders are actively discussing potential price floors and whether upcoming events will act as catalysts. Community members are split on whether to buy the dip or brace for further declines, while some question XRP's utility and its correlation with Bitcoin's price movements.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending as traders digest a recent price target increase from UBS, countered by potential concerns over capex spending. Community discussion revolves around the sustainability of the rally and whether the stock is currently overbought, especially in light of the broader AI-driven memory demand narrative. Some traders are pointing to potential short-term pullback scenarios.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending downwards, with community members citing general market conditions and a delayed Neutron launch as catalysts for the dip, despite a recent successful launch and positive earnings report. The community is debating whether to buy the dip or brace for further declines, with some expressing frustration while others remain bullish on the company's long-term potential and are taking the opportunity to add to their positions. Some traders attribute the drop to short sellers and broader market trends.

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Ethereum

Solana

Dogecoin

Cardano

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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.

Tesla Inc

Microsoft Corporation

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Chinese technology giant&nbsp;Alibaba Group Holding Ltd. (BABA) has reportedly rolled out a fresh update to its Qwen-line of AI tools, unveiling a model capable of generating and transforming images from both text and visuals.According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-06-27/alibaba-unveils-latest-ai-service-for-images-in-push-for-users?srnd=phx-technology">report</a>, Qwen VLo adds progressive image creation, showing users each step of an evolving picture. Expanding on the capabilities of Qwen2.5-VL, Qwen VLo introduces enhanced tools for both image creation and modification.&nbsp;Following the news,&nbsp;<a href="https://stocktwits.com/symbol/BABA">Alibaba’s stock</a> inched higher by 0.2% in Friday afternoon trade.Users can input prompts, such as “create&nbsp;an image of an adorable cat,” or upload a photo like one of a cat, and provide instructions,&nbsp;such as&nbsp;“place&nbsp;a hat on the cat.” A key addition is its progressive rendering function, which allows users to observe the visual output as it takes shape step by step.The company has also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-reportedly-launches-qwen3-ai-models-optimized-for-apple-mlx-architecture/chlnz8rRRRC">introduced</a> its newest suite of Qwen3 AI models, tailored specifically for Apple devices, including iPhones, iPads, MacBooks, and desktop Macs.While best known for its leadership in online retail, Alibaba has been rapidly advancing its efforts in the field of artificial intelligence. CEO Eddie Wu recently emphasized that the company’s top focus is now on developing artificial general intelligence technology designed to replicate human-level thinking.Alibaba's cloud division&nbsp;also&nbsp;announced plans to open a second data facility in South Korea, aiming to tap into the growing demand for generative AI technologies. The facility is expected to be up and running by late June.Alibaba&nbsp;said it plans&nbsp;to allocate a minimum of RMB 380 billion ($53 billion) over the next three years toward strengthening its cloud and artificial intelligence infrastructure.&nbsp;This initiative represents a significant step up from the company’s total investment in these areas over the past decade.The company’s latest offering positions it to rival emerging multimodal AI frameworks, competing with startups like OpenAI and domestic Chinese firms such as DeepSeek.&nbsp;Alibaba has been swiftly enhancing its Qwen lineup to support text, image, audio, and video across devices like phones and laptops, according to the report.&nbsp;On Stocktwits, retail sentiment around Alibaba remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:959/111;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_27_130532_png_eec87ee469.webp" alt="BABA's Sentiment Meter and Message Volume as of 1.15 p.m. ET on Jun.27, 2025 | Source: Stocktwits" width="959" height="111"><figcaption>BABA's Sentiment Meter and Message Volume as of 1.15 p.m. ET on Jun.27, 2025 | Source: Stocktwits</figcaption></figure>Alibaba stock has gained over 34% year-to-date and over 57% in the last 12 months.Also See:<a href="https://stocktwits.com/news-articles/markets/equity/disney-stock-gains-after-guggenheim-price-hike/chmWbuCRReb">&nbsp;Disney Stock Gains After Guggenheim Price Hike On Bundling Potential: Retail’s Keeps Neutral Ground</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Exchange Rate: 1RMB = $0.14

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

Alibaba Expands Qwen AI Suite In Broader AI Push, But Retail Sentiment Stays Tepid

Alibaba’s new Qwen VLo AI model enables real-time text-to-image editing as the company ramps up efforts to rival global AI leaders and deepen its push into generative technology.

Equity

Alibaba’s new Qwen VLo AI model enables real-time text-to-image editing as the company ramps up efforts to rival global AI leaders and deepen its push into generative technology.


Momentum Builds for Emerging Market: ETFs in Focus

Chinese technology giant Alibaba Group Holding (BABA) has reportedly launched its latest Qwen3 artificial intelligence models, optimized for Apple's MLX architecture.&nbsp;A Reuters report said these models are designed to run seamlessly across a variety of Apple devices, including iPhones, iPads, MacBooks, and Macs.&nbsp;This development marks a significant step in enhancing the integration of Alibaba's AI technologies with Apple's hardware ecosystem.Alibaba’s statement on WeChat said that the Qwen3 models are engineered to deliver advanced AI functionalities directly on Apple devices.&nbsp;This collaboration highlights the increasing synergy between the two tech giants, aiming to deliver enhanced AI capabilities to users on their personal devices.In February, Alibaba partnered with Apple to introduce artificial intelligence features on iPhones available in the Chinese market.The Qwen3 series introduces several innovative features, including a hybrid reasoning framework that allows for dynamic switching between complex, multi-step reasoning tasks and rapid, context-driven responses.&nbsp;This flexibility is achieved through the integration of dense and Mixture-of-Experts (MoE) models. Additionally, the models support 119 languages and dialects, expanding their accessibility to a global audience.A SCMP report indicated that&nbsp;Alibaba’s Co-founder and Chair, Joe Tsai, decided to make the company’s Qwen models open source, emphasizing their ability to spur growth in AI-powered applications and cloud services.Tsai stated at the VivaTech trade fair in Paris on June 11 that releasing its large language models (LLMs) to the public would broaden access to AI and support the expansion of Alibaba’s cloud business.China’s leading tech firms have rapidly introduced low-cost AI solutions following the debut of a powerful model by local startup DeepSeek, which claimed it developed the system for only a few million dollars.On Stocktwits, retail sentiment around Alibaba remained in ‘neutral’ territory with ‘normal’ message volume.<figure class="image"><img style="aspect-ratio:799/90;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_16_140933_png_3678c192cc.webp" alt="BABA's Sentiment Meter and Message Volume as of 02:15 p.m. ET on Jun.16, 2025 | Source: Stocktwits" width="799" height="90"><figcaption>BABA's Sentiment Meter and Message Volume as of 02:15 p.m. ET on Jun.16, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> has gained over 37% year-to-date and over 56% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-strengthens-european-cloud-compliance-with-new-data-protection-measures/chlnUlqRRRx">Microsoft Strengthens European Cloud Compliance With New Data Protection Measures: Retail Sentiment Sees No Traction</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Qwen generative AI logo displayed on a cell phone, with the Alibaba company logo in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Alibaba Reportedly Launches Qwen3 AI Models Optimized For Apple's MLX Architecture: Retail Sees No Reason To Cheer

Alibaba has unveiled Qwen3 AI models optimized for Apple’s MLX, enabling advanced AI features across iPhones, iPads, and Macs.

Shares of Chinese EV maker Li Auto (LI) were in the spotlight on Thursday morning after the company’s second quarter guidance fell below Wall Street expectations despite an upbeat first quarter report.Li Auto <a target="_blank" rel="noopener noreferrer nofollow" href="https://ir.lixiang.com/news-releases/news-release-details/li-auto-inc-announces-unaudited-first-quarter-2025-financial">expects</a> total revenue in the second quarter (Q2) to be between RMB32.5 billion ($4.51 billion) and RMB33.8 billion ($4.69 billion), representing a YoY increase of 2.5% to 6.7%, but below an analyst estimate of RMB34.40 billion.Li Auto reported total revenues of RMB25.9 billion in the first quarter, representing an increase of 1.1% from the first quarter of 2024, and above an analyst estimate of RMB25.12 billion, as per Finchat data.Adjusted and diluted net earnings per American Depositary Share (ADS) was RMB0.96 in the quarter, compared with RMB1.21 in the corresponding quarter of 2024, but above an analyst estimate of RMB0.64.Li Auto delivered 92,864 vehicles in the three months through the end of March, compared to 80,400 units in the corresponding quarter of 2024.For the second quarter (Q2) of 2025, Li Auto expects to deliver between 123,000 and 128,000 vehicles, representing a year-over-year (YoY) increase of 13.3% to 17.9%.On Stocktwits, retail sentiment around Li Auto jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours while message volume rose from ‘normal’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:628/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_at_9_05_46_AM_png_0b7a99ed29.webp" alt="LI's Sentiment Meter and Message Volume as of 9:05 a.m. ET on May 29, 2025 | Source: Stocktwits" width="628" height="63"><figcaption>LI's Sentiment Meter and Message Volume as of 9:05 a.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user, however, opined they are looking to short the stock on Thursday.<stembedurl>https://stocktwits.com/corruptmarket/message/616157947</stembedurl>Another user believes the shares will fall below $26.<stembedurl>https://stocktwits.com/corruptmarket/message/616159687</stembedurl><a href="https://stocktwits.com/symbol/LI">LI stock</a> is up by about 19% this year and by about 42% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/amazon-zoox-recalls-270-robotaxis-after-crash-in-san-francisco/ch0A8LzRbtV">Amazon’s Zoox Recalls 270 Robotaxis After Crash In San Francisco</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Exchange Rate: 1 RMB = 0.14 USD

Employees adjust new energy vehicles at the workshop of Li Auto Changzhou Manufacturing Base on December 10, 2024 in Changzhou, Jiangsu Province of China. (Photo by Chen Wei/VCG via Getty Images)

Li Auto Q2 Guidance Disappoints Wall Street Despite Upbeat Q1 Earnings: Retail Eyes Stock Below $26

Total revenue in the second quarter is expected to be between RMB32.5 billion and RMB33.8 billion, below an analyst estimate of RMB34.40 billion. 

2 International ETFs Drawing Massive Inflows

NetEase Inc (NTES) shares traded 8.5% higher in Thursday’s premarket after the company reported better-than-expected first-quarter (Q1) earnings.The Chinese gaming player&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://ir.netease.com/system/files-encrypted/nasdaq_kms/assets/2025/05/15/4-33-36/Q1%202025%20Earnings%20Release.pdf">reported</a> a first-quarter FY25 revenue growth of 7.4% year-on-year (YOY) to RMB28.8 billion ($4 billion), beating the analyst consensus estimate of RMB28.4 billion,&nbsp;as per Finchat data.Adjusted earnings per share (EPS) of RMB3.50 ($0.48) also beat the consensus estimate of RMB2.74. Adjusted earnings per American depository shares (EPADS) totaled $2.41.Games and related value-added services revenue rose 12.1% to RMB24.0 billion ($3.3 billion). Revenues from the operation of online games accounted for approximately 97.5% of the segment’s net sales.Youdao revenue declined 6.7% YOY to RMB1.3 billion ($178.9 million). NetEase Cloud Music revenue fell&nbsp;8.4% YOY to RMB1.9 billion ($256.1 million).Total operating expenses decreased 14.4% to RMB8.0 billion ($1.1 billion). The gross profit for the quarter&nbsp;increased 8.6% to RMB 18.5 billion ($2.5 billion). The company held $5.75 billion in cash and equivalents as of March 31.&nbsp;The quarter's operating&nbsp;net&nbsp;cash flow was $1.67 billion.“We entered 2025 with solid momentum, fueled by our ongoing innovation and new titles that strengthen our reach across genres and resonate with players around the world,” said CEO William Ding.NetEase, a company that earns a large share of its income from online gaming, cloud computing, and e-commerce, has been particularly exposed to challenges arising from trade tensions between the U.S. and China.The company’s stock heaved a sigh of relief on Monday following an announcement from the U.S. and China that they had agreed to suspend the majority of tariffs for the next 90 days.On Stocktwits, retail sentiment jumped to 'bullish' from ‘bearish’ the previous day.<figure class="image"><img style="aspect-ratio:645/72;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_15_073656_png_6c9ba23733.webp" alt="NTES's Sentiment Meter and Message Volume as of 08:20 a.m. ET on May 15, 2025 | Source: Stocktwits" width="645" height="72"><figcaption>NTES's Sentiment Meter and Message Volume as of 08:20 a.m. ET on May 15, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/NTES">NetEase</a> stock added 20% in 2025 and 8.45% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-stock-slips-despite-2025-q1-revenue-beat-positive-guidance/chitpkoRbVg">CoreWeave Retail Traders Eye Buying The Dip As Stock Slips Despite Q1 Revenue Beat, Positive Guidance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the NetEase Games logo is seen displayed on a smartphone screen next to a laptop keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NetEase Stock Rises On Strong Q1 Earnings, Retail Turns Bullish

The company’s revenue rose 7%, with games and related services sales gaining 12%.

U.S.-listed shares of Alibaba Group Holding Limited (BABA) dropped 5% in pre-market trading on Thursday after its March quarter revenue fell below Wall Street expectations amid a fierce price battle between China’s e-commerce platforms.The Chinese e-commerce giant <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20250514856295/en/Alibaba-Group-Announces-March-Quarter-2025-and-Fiscal-Year-2025-Results">reported</a> quarterly revenue of RMB236.45 billion ($32.81 billion), marking an increase of 7% year-over-year (YoY), but below an analyst estimate of $33.3 billion, as per Koyfin data.Net income attributable to shareholders came in at RMB12.38 billion ($1.72 billion), marking a jump of 279% YoY, but below estimates of an expected RMB24.7 billion, as cited by CNBC.The company attributed the rise in net income to the change in the value of equity investments, increase in income from operations, and decrease in impairment of equity method investments, partly offset by losses arising from the disposal of subsidiaries.The company’s Taobao and Tmall Group divisions saw total revenue rise 9% YoY to RMB101.37 billion, owing to an improvement in take rate. Customer management revenue jumped 12%, while Chinese commercial wholesale revenue in the segment rose 17%.Revenue from Alibaba International Digital Commerce Group grew 22% YoY to RMB33.58 billion, while Cloud Intelligence Group revenue rose 18% YoY to RMB30.13 billion. The Cloud intelligence group revenue was spurred by strong demand for AI, with AI-related product revenue achieving triple-digit growth for the seventh consecutive quarter.CEO Eddie Wu said the company would focus on driving AI and Cloud businesses as a new engine for long-term growth.CFO Toby Xu also said that the company remains confident in its outlook and will continue investing in its core businesses.<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> is up by about 58% this year and has gained 66% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/swing-trade-picks-indigo-oil-india-angel-one-according-to-orchid-research/chitHLrRbVN">Indigo, Oil India, Angel One Show Strong Chart Patterns, Says SEBI RA Orchid Research</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: 1 RMB= 0.14 USD)

The corporate logo outside Alibaba's office building in Shanghai, China on April 25, 2025. (Photo by CFOTO/Future Publishing via Getty Images)

Alibaba Stock Drops Pre-Market After Quarterly Revenue Misses Estimates

The Chinese e-commerce giant reported quarterly revenue of $32.81 billion, marking an increase of 7% year-on-year but below an analyst estimate of $33.3 billion.

E-commerce giant Alibaba Group’s (BABA) affiliate Ant Group has <a target="_blank" rel="noopener noreferrer nofollow" href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0425/2025042502627.pdf">entered</a> the brokerage business through the acquisition of a 50.55% controlling stake in Bright Smart Securities &amp; Commodities Group for HK$2.81 billion ($362 million).The news of the acquisition pushed the Hong-Kong listed shares of Bright Smart Securities soaring over 81% on Monday afternoon.According to a Reuters <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/bright-smart-securities-rises-record-after-being-acquired-by-ant-group-2025-04-28/">report</a>, Bright Smart chairman Yip Mow Lum is offloading 857.98 million shares of the company at HK$3.28 apiece to Ant Group's Wealthiness and Prosperity Holding.The Ant Group company will then have to make an unconditional mandatory cash offer for all the issued shares, the report stated.On April 25, Ant Group paid a deposit of HK$281.4 million, representing 10% of the total consideration of the sale to Bright Smart.The company said that it intends to maintain Bright Smart's stock exchange listing following the closing of the deal.Founded by billionaire Jack Ma, fintech giant Ant is 33% controlled by Alibaba. The group owns the mobile payment platform Alipay.Ant was planning an IPO in Shanghai in 2020, but the Shanghai Stock Exchange suspended it due to regulatory concerns. The company subsequently dropped its Hong Kong listing as well.Chinese President Xi Jinping personally decided to halt the initial public offering of Ant, The Wall Street Journal had <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/china/china-president-xi-jinping-halted-jack-ma-ant-ipo-11605203556">reported</a>. Ma had criticised the Chinese government’s tight financial regulation for holding back technology development at an event in Shanghai before the IPO. &nbsp;In July 2023, Ant Group was fined RMB 7.12 billion (approximately $98 million) by the People’s Bank of China for non-compliance with regulations, including anti-money laundering requirements.The company was forced to restructure following the scrapping of the IPO. In September, the company refinanced its $6.5 billion offshore credit line, which was established in 2019, to expand its reach beyond China and offset slowing growth in the country, according to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2024-09-12/jack-ma-backed-ant-is-refinancing-a-credit-line-of-6-5-billion">report</a>.NYSE-listed <a href="https://stocktwits.com/symbol/BABA">shares of Alibaba</a> traded over 2% lower on Monday afternoon.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/sandoz-ceo-slams-proposal-for-europe-wide-medicine-list-price/chQURylRbhn">Sandoz CEO Richard Saynor Slams Proposal For Europe-Wide List Price For New Medicines, Says Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Alibaba Affiliate Ant Group Enters Brokerage Business By Acquiring 55% Stake In Bright Smart Securities For $362M

Ant Group's Wealthiness and Prosperity Holding will purchase 857.98 million shares of Bright Smart Securities, representing approximately 50.55% of the total issued shares, for HK$3.28 per share.

NYSE-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) (TSM) dipped nearly 1% in Wednesday’s pre-market trading after a Financial Times report suggested the company’s recently announced $100 billion U.S. investment plan reflects an “intention” rather than a “promise.”The&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/34106b33-a6b1-4de7-ae76-e0e801534d9b">report</a> highlighted that while the pledge has temporarily eased political pressure, TSMC has yet to outline specifics on how and when the investment will be deployed, leaving investors uneasy.&nbsp;It noted that TSMC’s latest pledge is significantly different from past commitments. When TSMC first pledged to build semiconductor&nbsp;fabrication plants (fabs) in Arizona during Trump’s first term, it provided detailed construction schedules.&nbsp;The same applied when it expanded its U.S. investment to $40 billion in 2022 and then $65 billion in April 2024.This time, the company has merely stated that it will add three new fabs to the three already announced, along with two facilities for advanced packaging. No precise timeline or breakdown of the $100 billion expenditure has been given.The report also pointed out that despite the scale of the investment, TSMC’s U.S. operations will remain a fraction of its global business.&nbsp;Analysts estimate that by the early 2030s, the Arizona fabs&nbsp;will generate no more than one-third of the company’s total revenue.&nbsp;Industry experts also warn that building six fabs simultaneously is seen as unrealistic due to labor shortages and supply chain constraints. TSMC’s Arizona plants are currently unprofitable, and analysts estimate they will require a 40% gross margin by the early 2030s to sustain overall profitability.Additionally, TSMC’s new R&amp;D unit in Arizona will focus on refining existing chip-making processes rather than developing next-generation technology, reinforcing the view that the company is not shifting its core research operations out of Taiwan, according to the report.It added that some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel. Others fear that once TSMC completes its U.S. investments, regulators could move to designate the company a monopoly and consider breaking it up.TSMC has not yet commented on the FT report.<figure class="image"><img style="aspect-ratio:1292/301;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_02_071231_png_831be24e07.webp" alt="Screenshot 2025-04-02 071231.png" width="1292" height="301"><figcaption>TSMC retail sentiment and message volume on April 2 as of 7:15 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around TSMC’s stock edged higher but remained in ‘bearish’ territory.&nbsp;One user echoed concerns raised in the Financial Times report, suggesting that Trump is using tariffs as leverage to pressure&nbsp;countries into favorable deals.<stembedurl>https://stocktwits.com/Rubi_Rosa/message/610000731</stembedurl>According to a Bloomberg&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wolfspeed-stock-takes-biggest-hit-among-semiconductor-stocks/chf2AC5RbIe">report</a>, Commerce Secretary Howard Lutnick is reportedly considering withholding&nbsp;Chips Act grants unless companies commit to scaling up their domestic manufacturing efforts, using TSMC as an example.<a href="https://stocktwits.com/symbol/TSM">TSMC’s stock</a> has dropped nearly 15% in 2025, even though it remains up by over 22% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wolfspeed-stock-takes-biggest-hit-among-semiconductor-stocks/chf2AC5RbIe">Wolfspeed Takes Biggest Hit Among Semiconductor Stocks After CHIPS Funding Reportedly Comes Under Fire – Retail Isn’t Panicking</a>

TSMC’s $100B Pledge Reportedly Fails to Convince Investors, Analysts – Retail Remains Bearish As Stock Dips Pre-Market

According to a report by the Financial Times, some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel. 

U.S.-listed shares of Taiwan Semiconductors Manufacturing (TSM) climbed more than 1% in after-market trade on Wednesday, after the chip maker reported profit that beat expectations and issued a robust outlook for 2025.Earnings per share were $2.24 for the quarter, largely in line with Wall Street’s estimate of $2.20 per share.TSMC reported earnings per share (EPS) of $2.24 for the fourth quarter, slightly ahead of Wall Street’s estimate of $2.20.&nbsp;Net income for the period came in at $11.38 billion, surpassing the $11.29 billion forecast and representing a 57% year-over-year increase, according to Koyfin.The company also provided a strong revenue forecast for the first quarter of 2025, expecting sales between $25 billion and $25.8 billion, ahead of market expectations of $24.7 billion.&nbsp;Additionally, TSMC projects a gross margin of 57% to 59%, exceeding the consensus estimate of 56.8%.The company already&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/taiwan-semiconductor-tops-analyst-estimates-posts-record-2024-revenue-fueled-by-ai/chGWVWMRZq">announced</a> its revenue numbers last week.&nbsp;Its December quarter revenue came in at $26.36 billion, growing by 38.8% year-on-year, ahead of analyst estimates of $26.26 billion, according to Stocktwits data.For the full year, TSMC reported revenue of $87.8 billion, growing by 33.9% over 2023 – surpassing its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-backs-tsmc-30-percent-revenue-growth-forecast/chGthsmRnT">official target</a> of a 30% annual increase.&nbsp;“Our business in the fourth quarter was supported by strong demand for our industry-leading 3nm and 5nm technologies,” said Wendell Huang, Senior VP and Chief Financial Officer of TSMC.&nbsp;The advanced 3nm and 5nm chips accounted for 60% of total wafer revenue, while 7nm chips contributed 14%.<figure class="image"><img style="aspect-ratio:1286/294;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_16_021657_96de731f5c.png" alt="Screenshot 2025-01-16 021657.png" width="1286" height="294"><figcaption>Taiwan Semiconductors Manufacturing ADR Sentiment and Message Volume on Jan.16 as of 2:16 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment surged to ‘extremely bullish’ (93/100) from ‘bullish’ a day ago, marking a year-high. Message volumes also spiked to ‘extremely high’ from ‘high’ levels during the same period.Users on the platform speculated that TSMC’s positive earnings report could spark a broader rally in semiconductor stocks.&nbsp;Some noted that the results were especially promising for Advanced Micro Devices (AMD), one of TSMC’s largest customers.&nbsp;At the time of writing, AMD’s stock had edged up 0.3%.<stembedurl>https://stocktwits.com/mr2d2/message/600262295</stembedurl><stembedurl>https://stocktwits.com/Etrading/message/600262515</stembedurl>Others anticipate that <a href="https://stocktwits.com/symbol/TSM">TSMC’s stock</a> will open higher on Thursday, regardless of whether they have a wider market impact.&nbsp;<stembedurl>https://stocktwits.com/Steve_TheBull_Rogers/message/600262819</stembedurl><stembedurl>https://stocktwits.com/BobbyTheBandit/message/600262756</stembedurl>TSMC’s stock has gained over 100% in the past year and is up 2.5% year-to-date.&nbsp;$1 = NT$2.91For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rigetti-quantum-stock-surges-retail-sentiment-bullish-ceo-cautions/chGtS8XRnd">Rigetti Continues To Surge Amid Quantum Stocks Rally, Lifting Retail Sentiment Even As CEO Calls For Caution</a>

2024 World Semiconductor Congress in Nanjing

TSMC Stock Rises After-Market On Profit Beat, Positive Outlook: Retail Sentiment Surges To Year-High

TSMC’s 3nm and 5nm chips drove strong fourth-quarter growth, with retail investors on Stocktwits anticipating further gains ahead, which may trigger a broader rally for the semiconductor sector.

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