SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle ($ORCL) is trending due to mixed reactions to earnings, despite beating EPS estimates. Community chatter focuses on concerns over high debt and increased capital expenditures, with some fearing a broader impact on AI stocks while others see it as a buying opportunity, citing strong cloud revenue growth and a massive backlog.

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

Super Micro Computer Inc

SMCI is trending as investors digest news around AI infrastructure buildouts, particularly discussion of a potential large order with Elon Musk's xAI. The community is weighing the significance of these deals, comparing SMCI's competitive position against rivals like Dell, and debating the stock's valuation relative to its growth prospects in the booming AI sector. Some are also concerned with insider selling and delayed CFO replacement.

Beasley Broadcast Group, Inc. is multi-platform media company, which engages in the operation of radio stations in the United States. The firm offers marketing solutions across event platforms. It operates through the following business segments: Audio, Digital, and Other. The company was founded by George G. Beasley in 1961 and is headquartered in Naples, FL.

Beasley Broadcast Group Inc - Ordinary Shares - Class A

$BBGI is trending as retail traders discuss its volatile price action and potential for a short squeeze, drawing comparisons to similar low-float runners. Community members are actively debating entry and exit points, with some expressing bullish sentiment and others remaining cautious amid the swings. The stock's behavior and potential for further movement are key talking points.

Pump Mind Virus is a Pure Meme with a long term vision. We are building for the future while making no promises about the present. The project aims to bring the spirit of community memes back to the Solana ecosystem. We do that with engaging content and memes. Culture through community. Viral spread by word of mouth.  And most importantly, by not using the fake hype machine that has come to dominate the meme coin landscape.

PumpMindVirus

PumpMindVirus ($PMV) is trending as its community rallies around a meme-driven, high-energy, and 'infectious' movement within the crypto space, particularly on the Solana blockchain. The community emphasizes its strong, united front and consistent daily activity, promoting a culture of 'pressure' and fun. Discussions highlight the coin's potential as a leading meme coin in 2026, with community members encouraging others to 'join the infection'.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as the silver market tests new highs, driven by discussions around potential supply squeezes and increased industrial demand. Community members are debating if the rally is sustainable, with some pointing to bullish technical indicators and others expressing caution due to overbought conditions and potential pullbacks. The broader discussion includes the gold-silver ratio and the impact of potential interest rate decisions.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is trending due to renewed interest in prediction markets following regulatory approval for Gemini to launch its platform in the U.S., with the community anticipating significant partnerships and a potential short squeeze. Discussions also include comparisons to other crypto platforms and speculation about institutional investment. Some investors express frustration with the stock's performance since its IPO.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe ($ADBE) is trending due to discussions surrounding its recent earnings report and future outlook, with the community debating whether the company is undervalued or facing challenges from AI competition. Despite solid earnings, some investors are concerned about slowing growth and the potential for disruption, while others remain confident in Adobe's long-term prospects and AI integration.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver ($AG) is trending as silver spot prices reach new highs, fueling excitement for potential gains. The community is actively discussing chart patterns like cup and handles, anticipating a significant breakout, though some express frustration over the miners underperforming despite rising silver prices. Broader discussions include silver's role as a critical mineral and its potential to outperform gold in the current market environment.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending downwards as investors react to uncertainty surrounding its bid for Warner Bros., with concerns about debt and regulatory hurdles. The community is debating whether Netflix should abandon the deal and collect the termination fee, or if acquiring Warner Bros. would strengthen its market position. Some traders are eyeing potential bounce plays as the stock approaches oversold levels, while others are bracing for further declines.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the following segments: Design Automation, Design IP, and Software Integrity. The Design Automation segment includes silicon design, verification products and services, system integration products and services, digital, custom, and FPGA IC design software, verification software and hardware products, and manufacturing software products. The Software Integrity segment includes a solution for building security and compliance testing into the customers' software development lifecycle and supply chain. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys ($SNPS) is trending as the community discusses its recent performance, driven by a partnership with Nvidia and speculation around its implications. While some express concerns regarding its exposure to the Chinese market and potential dilution from the Nvidia deal, others see long-term growth potential due to its crucial role in AI-driven chip design and strong earnings.

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Bitcoin

Ethereum

Solana

Ripple

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

NVIDIA Corp

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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>

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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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