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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors anticipate earnings, with discussions focusing on potential revenue beats and updated guidance. The community is weighing the possibility of a post-earnings surge against concerns of short-term manipulation, and a few investors are citing potential rate cuts as catalysts for the stock.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending downwards amid a private offering announcement, which is causing dilution concerns among some investors despite the company's claims that the capital will strengthen financial flexibility and fund growth initiatives. The community is debating the timing and transparency of the offering, drawing comparisons to past instances of perceived insider advantages. Some traders are taking profits or considering day trading due to the volatile price action, while others view the drop as a buying opportunity based on the company's fundamentals and the value of the offering relative to the market cap.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending amid mixed sentiment, with some traders citing a potential bottom after a period of decline, while others express concerns about manipulation and the company's long-term prospects. A recent NFL apparel partnership is a key catalyst mentioned, though some question its impact, and overall discussion centers on whether the stock is poised for a rebound or further downside. Community members are actively debating analyst ratings and potential activist involvement.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending as the company recently launched new AI chips aimed at competing with Nvidia and AMD in the data center market, generating significant buzz and a surge in stock price. Community discussions revolve around the potential impact of these chips, revenue projections, and whether Qualcomm can truly challenge the dominance of existing players. Some analysts express skepticism, citing the chips' specifications and disclosed customer base, while others highlight the company's shift towards AI infrastructure.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond ($BBBY) is trending as the company reclaims its original ticker symbol after Overstock's rebranding, sparking discussions of meme stock potential and a possible short squeeze. Community members are debating the impact of blockchain initiatives tied to tZERO and speculating about strategic moves by key figures like Ryan Cohen. Bearish investors cite concerns about dilution and cash burn while bullish investors focus on potential new directions for the company.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the following segments: Advanced Technology Solutions (ATS), and Connectivity and Cloud Solutions (CCS). The Advanced Technology Solutions (ATS) segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The Connectivity and Cloud Solutions (CCS) segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica ($CLS) is trending due to positive community sentiment and strong reactions to recent earnings, with many calling the results a "monster" beat. The community is buzzing about the company's potential, with some drawing comparisons to $NVDA and anticipating significant future growth. The stock's performance is also being discussed in the context of the broader tech sector and AI infrastructure.

Trump For President

Trump Crypto is trending amid mixed community sentiment, with some users discussing potential pumps and scams while others express political opinions related to Trump. Bullish investors are anticipating gains, while bearish investors are pointing to the coin's performance since launch. The coin seems to be moving in response to triggers related to its namesake figure.

Click Holdings Ltd. operates as a holding company which provides temporary and permanent personnel solutions. Its services include professional solution services, nursing solution services, and logistics and other solution services. The company was founded by Chan Chun Sing on January 31, 2024 and is headquartered in Hong Kong.

Click Holdings Ltd. - Ordinary Shares - Class A

Click Holdings Limited

CLIK is trending due to a significant volume spike and discussions around its potential for a parabolic move. Community members are closely watching for continuation and a possible short squeeze, citing a very low float and insider ownership. Some traders are also pointing to a recent revenue growth update as a potential catalyst.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group (UNH) is trending as investors anticipate the company's earnings report, with some expecting a positive surprise due to lowered expectations and potential catalysts like a DOJ decision. The community is actively discussing options strategies, with some bulls hedging their bets, while others express concerns about margin pressures and potential negative impacts. Optimism remains among some, citing Warren Buffett's backing and potential for long-term growth despite near-term challenges.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as investors weigh the potential impact of a new web browser from OpenAI, a possible competitor to Google Chrome. Despite the concerns, many community members view the dip as a buying opportunity, emphasizing Google's diverse portfolio and strong position in AI and cloud computing.  Additionally, some analysts have recently raised their price targets for the stock, citing positive advertising and cloud channel checks.

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&nbsp;<ul class="summary-bullets"><li>Alibaba’s Quark AI Glasses went on presale Friday for $660, with a price as low as $519 for its e-commerce platform members.&nbsp;</li><li>Goldman expects long battery life and powerful AI features that focus on interaction with real subjects to attract more potential customers.</li><li>Morgan Stanley sees wearables as generally a "long-term call options" unlikely to affect numbers over the next few years.</li></ul>Last week, Alibaba Group Holding Ltd. (BABA) unveiled its <a href="https://stocktwits.com/news-articles/markets/equity/alibaba-ai-glasses-to-be-priced-at-659-presale-on-oct-24/cLG4WFER3AY">Quark AI Glasses</a>, with presales starting on Friday, just in time for capitalizing on the ‘Singles Day’ shopping festival. Meta Platforms, Inc. (META), the frontrunner, now faces competition not only from Alibaba but also from a slew of Chinese names.Against this backdrop, Goldman Sachs analysts weighed in on the competitive dynamics shaping up and their impact on the supply chain.<h2 class="st-heading-2">Smart AI Glasses — A Crowded Field?</h2>Goldman sees the continuous launch of glasses with artificial intelligence (AI) and augmented reality (AR) benefiting the supply chain in Greater China, a CNBC report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/26/chinese-rivals-to-metas-ai-glasses-pile-up-how-goldman-is-playing-the-trend.html">stated</a> on Sunday.Mark Zuckerberg-led Meta announced&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-inches-up-after-hours-as-zuckerberg-unveils-799-ai-glasses-analyst-calls-it-best-bang-for-the-buck/chDchFWRd6w">upgrades to its smartglass lineup</a> in mid-September, including the Meta Ray-Ban Display glasses, advanced AI glasses with a full-color, high-resolution display, priced at $799. Alibaba’s Quark AI Glasses went on presale for $660, with a price as low as $519 for its e-commerce platform members. Deliveries would start in December.&nbsp;Xiaomi, known for its smartphones, began selling smartglasses in China last summer that allow users to tap the frame to change the lens tint. Meizu, HTC and startup INMO have all launched smartglasses over the past three months, while ByteDance and Chinese startup RayNeo are also due to release their versions in the next few months, the report said.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> is among the top five trending equity tickers on Stocktwits by late Sunday. Retail sentiment toward the stock remained 'bearish,' with 'low' message volume on the stream, ahead of the company's quarterly results on Wednesday.<figure class="image"><img style="aspect-ratio:619/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_26_at_11_32_07_PM_png_11228a77c7.webp" alt="Screenshot 2025-10-26 at 11.32.07 PM.png" width="619" height="53"><figcaption>META sentiment and message volume as of 11:30 p.m. ET, Oct. 26 | source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Tech Features To Increase Uptake&nbsp;</h2>Goldman expects long battery life and powerful AI features that focus on interaction with real subjects to attract more potential customers. The firm noted that Meta has sold more than 3 million units of its second-generation Ray-Ban Meta Glasses in less than two years.&nbsp;Following the Meta Connect annual event in which the company launched its latest smart AI glasses, Morgan Stanley analyst Brian Nowak said, “META's leading proprietary hardware, AI native integration and unique data sets are key differentiators to capture this outsized opportunity.”The analyst, however, sees wearables as generally a "long-term call options" unlikely to impact numbers over the next few years. “That said, it is important to monitor how these products are improving as META continues on its multi-year vision to integrate leading large-language models (LLMs) and agentic capabilities into next-generation wearables,” they said.<h2 class="st-heading-2">Advantage Supply Chain</h2>Goldman listed the following Greater China suppliers as beneficiaries of the slew of smartglass launches:-Omnivision, which makes liquid crystal on silicon (LCoS) used in Meta Rayban Display-Shenzhen-based Lingyi, which has 15% revenue exposure to the AI/AR glasses supply chain-Hong Kong-listed AAC that makes a range of sensors and slim speakers used in consumer electronics and has about 5% exposure to the AI/AR glasses supply chainFor updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-china-trade-talks-huge-groundbreaking-moment-for-tech-sector-says-analyst/cLGitJjR3tU">US-China Trade Talks In Malaysia Could Pave Way For ‘Huge Groundbreaking Moment’ For Tech Sector, Says Analyst: ‘Darker Bear Scenarios Off The Table’</a>

People visit the booth of the smart glasses during the Hong Kong Electronics Fair on October 13, 2025 in Hong Kong, China. 

Meta Faces Rising China Challenge As Alibaba, Xiaomi Join AI Smartglasses Race: Goldman Sees Supply Chain Winners

Goldman expects long battery life and powerful AI features that focus on interaction with real subjects to attract more potential customers.

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 Meta stock, Meta stock price, Alibaba stock, Alibaba stock price, BABA stock, BABA stock price, AI Glasses, artificial intelligence, AI, Xiaomi, HTC


Cathie Wood buys $17.2 million of tumbling tech stock

Cathie Wood, head of Ark Investment Management, targets tech companies she believes will lead the next wave of innovation.Sometimes she buys them on the way down, hoping for a bargain. That's what...

<ul class="summary-bullets"><li>China’s market regulator conducts checks at major food-delivery firms’ offices.</li><li>These inspections are part of ongoing probes as Beijing reviews the sector for anticompetitive and quality concerns.</li><li>With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.</li></ul>Officials from China’s competition regulator conducted checks at the offices of the country’s leading food delivery operators, Alibaba Group Holding Ltd.’s Ele.me, Meituan, and JD.com Inc. this month, according to a Bloomberg report citing an article in the Chinese publication Economic Observer.ByteDance Ltd.’s Douyin was also among the companies investigated.The reported inspections are the latest in Beijing’s scrutiny of the domestic food delivery sector. The country’s three largest platforms have been locked in an intense price war this year, drawing criticism from top leadership concerned about price distortion and anticompetitive practices.&nbsp;In July, President Xi Jinping backed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-warns-against-disorderly-ai-race-as-local-tech-giants-chase-us-rivals/chtTBDeRdZz">campaign</a> to curb “disorderly competition,” and earlier this month, China’s economic planning agency and market regulator announced new measures to support the initiative. Authorities have also cited consumer complaints about food and service among the issues they are probing.The investigations are ongoing, and platforms are preparing materials requested by the authorities, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-24/beijing-probes-food-delivery-companies-quality-control-report">report</a>.&nbsp;The development comes amid a high-stakes war in China's food-delivery space, where companies have resorted to aggressive discounting to undercut rivals.The competition escalated earlier this year when JD.com entered&nbsp;the space, prompting Meituan and Alibaba's&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://ele.me">Ele.me</a> to double down on promotions and subsidies to keep customers from jumping to rival services.On Stocktwits, the retail sentiment was ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> and ‘extremely bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/JD">JD</a> as of early Friday. Alibaba’s shares are up 105% year-to-date, while JD’s shares have declined 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A food delivery rider of JD Takeaway, the food delivery service under China's e-commerce giant JD.com, rides an electric bicycle along a road on April 22, 2025 in Beijing, China. (Photo by VCG/VCG via Getty Images)

Alibaba, Meituan, JD.com: Watch These Stocks As China’s Latest Probe Said To Target Food-Delivery Quality

With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.

<ul class="summary-bullets"><li>According to a CNBC report, the price of the product, known as Quark AI Glasses, during pre-sale would be at 4,699 yuan.</li><li>The report added that Alibaba will begin shipping the product&nbsp;in December.</li><li>The eyewear would help with a variety of tasks, including hands-free calling, music streaming, and real-time language translation, the report said.</li></ul>Alibaba (BABA) has reportedly announced the price of its soon-to-launch artificial intelligence glasses, which would go on pre-sale on October 24 on its e-commerce platform Tmall.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/23/alibaba-prices-ai-glasses-at-660-and-launches-chatgpt-rival.html">CNBC report</a> on Thursday, the price of the product, known as Quark AI Glasses, during pre-sale would be at 4,699 Chinese yuan ($659.4), and after applying several discounts, it would cost 3,999 yuan.The report added that Alibaba will begin shipping the product&nbsp;in December. U.S.-listed shares of Alibaba rose nearly 2% in premarket trading on Thursday.<h2 class="st-heading-2">Quark AI Glasses</h2>The CNBC report noted that Alibaba had first unveiled the Quark AI Glasses launch in July. It was one of the first products of its kind from Alibaba, and the glasses use the company’s Qwen large language model and its Quark AI assistant, it said.The report added that the eyewear would help with a variety of tasks, including hands-free calling, music streaming, and real-time language translation.CNBC reported that the Quark AI glasses are competing with Meta Platforms (META) smart glasses, which are made in collaboration with Ray-Ban.&nbsp;With the launch of Quark AI glasses, Alibaba will compete with another China-based consumer electronics player, Xiaomi, which unveiled its AI glasses this year, the report said.<h2 class="st-heading-2">AI Chat Assistant In Quark App</h2>Alibaba said it has launched advanced AI chat features in its Quark app as part of its plans to reach more individual users.&nbsp;Quark's chat feature enables users to communicate via text or voice, leveraging Alibaba’s advanced Qwen3 models. According to the company, the feature delivers improved reasoning, understanding, and task-handling performance.Retail sentiment on Alibaba remained unchanged in the ‘bearish territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/BABA">U.S.-listed shares of Alibaba</a> have gained over 95% this year.1 Chinese Yuan = $0.14For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/alibaba-puts-ai-chat-in-quark-app-eyes-consumers-in-latest-growth-push/cLG4ayxR3AL">Alibaba Puts AI Chat In Quark App, Eyes Consumers In Latest Growth Push</a>

2025/07/18: The "Alibaba" logo on a blue background at the 3rd China International Supply Chain Expo. 

Alibaba’s AI Glasses To Be Priced At $659, Pre-Sale Planned On October 24 Via Its E-commerce Platform Tmall: Report

According to a CNBC report, the price of the product, known as Quark AI Glasses, during pre-sale would be 4,699 yuan.

Alibaba prices AI glasses at $660 to rival Meta and launches ChatGPT challenger

The Quark AI glasses and chatbot product highlight an increasing area of focus for Alibaba AI that is aimed at consumers...

<ul class="summary-bullets"><li>Alibaba introduces an AI chat assistant in its Quark app.</li><li>The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.</li><li>BABA shares have declined this month but are still up about 97% year-to-date.</li></ul> Alibaba Group Holding Ltd. on Thursday introduced advanced AI chat features to its Quark app, which originally launched as a browser but was repositioned earlier this year as the company’s flagship consumer platform.&nbsp;The move underscores the Chinese tech giant’s broader play targeting individual users, after previously focusing its AI efforts primarily on enterprise clients.Alibaba’s U.S.-listed shares rose 1.9% in early premarket trading; the company’s Hong Kong stock closed 1.7% up on Thursday.Quark’s new chat feature lets users interact through text or voice, and is powered by Alibaba’s latest Qwen3 models. It offers enhanced reasoning, comprehension, and task execution capabilities, the company said.The app had 6.96 million monthly active users in September, Reuters reported, citing figures from AI product tracker Aicpb.com. Market leader ByteDance's Doubao had 150 million monthly active users, while DeepSeek had 73.4 million, and Tencent followed with 64.2 million.Alibaba has moved swiftly in launching new AI features and upgrades to its large language models, bolstering investor confidence and helping its stock nearly double in value this year.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> was ‘bearish,’ unchanged from the previous day. The stock, down about 13% from its recent record high earlier this month, remains up 97% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Puts AI Chat In Quark App, Eyes Consumers In Latest Growth Push

The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.

Will Alibaba's Rising CapEx Pressure Weigh on Free Cash Flow Ahead?

BABA's surging AI and cloud investments are straining its near-term cash flow, even as it chases long-term growth and defends its market lead.

Alibaba (BABA) Stock Moves -3.92%: What You Should Know

The latest trading day saw Alibaba (BABA) settling at $166.67, representing a -3.92% change from its previous close.

Can JD.com's Global Supply Chain Expansion Drive Long-Term Growth?

JD deepens its global logistics push in Europe and the Middle East, betting on supply chain scale to fuel growth.

Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know  

Alibaba (BABA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

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Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '25	$0.88	--	--	N/A
Q1 '25	$1.97	$2.07	5.00%	BEAT
Q4 '24	$1.74	$1.76	0.93%	BEAT
Q3 '24	$2.66	$2.97	11.43%	BEAT
Q2 '24	$2.05	$2.07	0.88%	BEAT

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