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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 experiencing significant attention amidst sharp volatility, primarily driven by recent analyst downgrades from major banks, which many in the community are interpreting as market manipulation. This has led to a split sentiment, with some lamenting price drops while others view it as a prime opportunity to "buy the dip" ahead of anticipated strong earnings and potential S&P 500 inclusion.

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 following its CES 2026 keynote, where CEO Lisa Su unveiled next-generation AI processors like the MI455 and MI500, projecting massive future AI adoption and detailing strategic partnerships. Despite these significant announcements and strong demand outlook, the stock has experienced a notable pullback, prompting community debate over "sell the news" dynamics and perceived market manipulation. Many investors see the current dip as a strategic long-term buying opportunity given the company's strong position in the AI and high-performance computing landscape.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing significant market momentum, primarily fueled by reports of persistent memory shortages and increasing demand for its storage solutions within the rapidly expanding AI infrastructure. This has created a highly polarized community discussion, with some investors celebrating its 'unstoppable' rise as a 'generational shift,' while others caution about an overextended 'bubble' and potential for sharp pullbacks.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is actively trending following NVIDIA's unveiling of a new autonomous vehicle platform, which significantly intensifies competition in the self-driving sector. This development has sparked extensive community debate regarding Tesla's competitive lead in FSD and its high valuation, especially as reports circulate about softening sales in certain markets.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis Inc. (ALMS) is trending following the announcement of positive Phase 3 clinical trial results for its oral TYK2 inhibitor, envudeucitinib, in treating moderate-to-severe plaque psoriasis, demonstrating strong efficacy and high skin clearance rates. This success is fueling community discussions about its potential as a highly competitive oral therapy, positioning the company for a future New Drug Application. While some anticipate continued upward momentum and potential for a short squeeze, others express caution regarding possible stock offerings and the competitive landscape.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is currently trending with strong community anticipation for a potential short squeeze, driven by its high short interest. Investors are keenly discussing the company's pivotal role in next-generation AI data centers, particularly its GaN and SiC power solutions aligning with NVIDIA's 800V AI factory architecture and recent strategic partnerships. This foundational technology is fueling optimism for a significant breakout in energy-efficient AI infrastructure.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is a major talking point amid accelerating AWS revenue, driven by AI infrastructure demand, and its expanded AI integrations like Alexa+. Market commentators are actively discussing its perceived undervaluation compared to peers and anticipating a significant re-rating as a compelling AI growth play.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is gaining significant attention following a U.S. Department of Energy (DOE) agreement for Project TETRA, which aims to accelerate the development of its Integral Molten Salt Reactor (IMSR) pilot plant. The community is buzzing about this as a potential "Oklo 2.0," highlighting its advanced nuclear technology as crucial for addressing the escalating energy demands from AI and industrial decarbonization. Despite prior volatility, many investors are viewing current price levels as key accumulation points in a rapidly expanding sector.

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 strongly, driven by substantial ETF inflows and the recent rollout of new AI-powered market insight features. The community is buzzing with divided opinions, debating whether these developments signify sustained institutional adoption and utility for the asset or if current momentum will face profit-taking. This highlights the ongoing speculation surrounding XRP's long-term potential as a key bridge currency.

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

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

Nebius Group N.V. 

NBIS is actively discussed following its announcement to be an early adopter of NVIDIA's Vera Rubin NVL72 platform, reinforcing its position as a significant AI infrastructure provider. This comes amid recognition as a top stock for future growth by some analysts, driving conversations around its long-term potential. However, the community remains divided, with many expressing frustration over the stock's pronounced volatility and sharp intraday price movements.

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Jefferies upgraded its rating on PVH Corp (PVH), the fashion company that runs Tommy Hilfiger and Calvin Klein, to 'Buy', citing its improving business prospects.PVH shares rose 8.4% to their highest level in about four months.The investment firm upgraded its rating from 'Hold' and also bumped the price target to $105 from $70 earlier, according to The Fly. The new target signals a 20% upside to PVH's last closing price.Jefferies noted that PVH’s new leadership efforts and the easing of prior one-time challenges are expected to restore sales growth to the low single digits — a key factor supporting the stock.The firm also anticipates that cost reductions and share repurchases will help drive earnings growth into the high single digits this year.PVH had announced a $500 million buyback plan last month.Jefferies' upgrade follows&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pvh-corp-stock-soars-after-hours-on-q4-beat-strong-2025-view/chf2gnPRb4U">strong results</a> from PVH for the last quarter.Revenues declined less than expected, at 4.8%, and profit exceeded expectations.CEO Stefan Larsson said in April that PVH was making headway with consumers in its key markets, such as North America, Europe, and Asia Pacific.On Stocktwits, retail sentiment turned 'bullish' from 'bearish' the previous day, and message volume rose to 'high.'<figure class="image"><img style="aspect-ratio:632/68;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_15_at_8_46_39_AM_png_52848765c4.webp" alt="Screenshot 2025-05-15 at 8.46.39 AM.png" width="632" height="68"><figcaption>PVH sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PVH">PVH stock</a> is down 17.5% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk past a Tommy Hilfiger luxury fashion label store in Knightsbridge on February 17, 2025 in London, United Kingdom. (Photo by John Keeble/Getty Images)

Jefferies Upgrades To PVH To 'Buy' On Expected Return To Sales Growth: Retail Turns Bullish

The analyst said new leadership efforts and easing prior one-time challenges are expected to boost sales and stock price.

Equity

The analyst said new leadership efforts and easing prior one-time challenges are expected to boost sales and stock price.


PVH Corp (PVH) shares surged 16.2% in after-hours trading on Monday, after the company reported better-than-expected fourth-quarter results and provided an upbeat forecast, even as retail investors took a bearish view."In a challenging macro, we delivered another year of strong profitability in North America, drove sequential improvements in our wholesale order books in Europe while improving our quality of sales, and we achieved our third consecutive year of growth in Asia Pacific, on a constant currency basis," CEO Stefan Larsson said in a statement.The company, which owns brands such as Tommy Hilfiger and Calvin Klein, said revenue fell 4.8% to $2.37 billion. Analysts had estimated $2.33 billion, from LSEG/Reuters.Adjusted earnings of $3.27​​ per share were higher than the $3.21 per share estimate.Fourth-quarter revenue was impacted by a 3% decline from the extra week in 2023 and a 1% drop from the sale of its Heritage Brands women’s intimates business, the company said.For fiscal 2025, PVH said it expects revenue to be flat to slightly higher compared to 2024 on both a reported and constant currency basis.It projected adjusted earnings of $12.40 to $12.75 per share, higher than the estimate of $11.68.PVH also announced a $500 million share repurchase plan.The earnings report, however, did not include commentary on the potential impact of the U.S. trade tariffs, which have weighed the outlook for all kinds of retailers, and the risks to the company's business in China.The Asian country recently added PVH to its “Unreliable Entity” list due to certain alleged mispractices, and the characterization could attract penalties and restrictions.Details are expected during PVH's analyst call on Tuesday at 9 a.m. ET.On Stocktwits, retail sentiment for PVH notched lower in the 'extremely bearish' territory, with 'extremely high' message volume.A user said that PVH is not a safe bet owing to its high dependence on Chinese factories and a broadly&nbsp;weak market.<stembedurl>https://stocktwits.com/Malecat/message/609864891</stembedurl>Another user said the buyback could send the stock to $120 to $140 in three to six months.<stembedurl>https://stocktwits.com/LittleIslandforBoys/message/609868069</stembedurl>As of Monday's close, shares of the company are down 39% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Stock Soars After-Hours On Q4 Beat, Strong 2025 View: Retail Awaits More Details From Earnings Call

For fiscal 2025, PVH expects revenue to be flat to slightly higher compared to 2024 on both a reported and constant currency basis.

PVH Corp (PVH) is expected to report another quarter with negative revenue growth on Tuesday, underscoring the continued weakness in demand for premium apparel and accessories.PVH, the parent of apparel and accessory brands Tommy Hilfiger, Calvin Klein, and Heritage Brands, is scheduled to report fourth-quarter results before the markets open.Adjusted sales during the period are expected to drop 6.3% to $2.33 billion, according to analyst estimates from Koyfin. Growth was negative in all of the preceeding three quarters.Adjusted earnings per share (EPS) is seen at $3.21 compared to $3.72 a year ago.Shares of the company closed nearly 3% lower on Friday and fell further in after-hours trading.Besides its view on wider demand trends, PVH’s comments on its situation in China will be closely monitored, according to analysts.Last month, China added PVH to its “Unreliable Entity” list due to its alleged discriminatory measures against Chinese businesses, particularly concerning a boycott of Xinjiang-sourced cotton.This designation may lead to fines, trade restrictions, and investment limitations, jeopardizing PVH’s access to Chinese manufacturing and consumers.China represented 6% of PVH’s sales and 16% of its earnings before interest and taxes (EBIT) in 2023, although the risk to its manufacturing base is the bigger concern.Last week, at least two analysts, Citi and Telsey Advisory,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pvh-corp-falls-after-citi-telsey-cut-price-targets/chJGAdORb3B">lowered</a> their price targets on the company, citing a lack of visibility in the Chinese market.On Stocktwits, the retail sentiment improved to 'neutral' from 'bearish a week back, while message volume was 'high'.<figure class="image"><img style="aspect-ratio:716/169;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_31_at_1_56_37_PM_png_5e06fb1f17.webp" alt="Screenshot 2025-03-31 at 1.56.37 PM.png" width="716" height="169"><figcaption>PVH sentiment and message volume as of March 30 | Source: Stocktwits</figcaption></figure>One user said that core brands Tommy and Calvin look resilient despite macro challenges, and they would buy the stock on the dip if the China issue clears.<stembedurl>https://stocktwits.com/NVDAMillionaire/message/609644692</stembedurl>PVH shares are down 39% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Expected To Report Revenue Degrowth in Q4, China Situation In Focus: Retail Investors In Wait-And-Watch Mode

China has added PVH to its “Unreliable Entity” list due to its alleged discriminatory measures against Chinese businesses. The title may attract fines and restrictions.

Shares of PVH Corp (PVH) closed 3.6% lower on Tuesday and fell further in post-market hours trading after at least two Wall Street analysts cut their price&nbsp;targets.PVH, the parent of apparel and accessory brands Tommy Hilfiger, Calvin Klein and Heritage Brands, is scheduled to report fourth-quarter results on April 1.On Tuesday, Citi lowered its PT on the company's shares to $72 from $123, and maintained a 'neutral' rating, according to The Fly.&nbsp;Telsey Advisory lowered its PT to $90 from $130 while keeping an 'outperform' rating.The volatile macro environment and lack of visibility in China could lead PVH to guide sales and EBIT (earnings before income and tax) margin flat to down, Citi analysts said in their note.They added that although expectations from PVH are low, with China's overhang likely to remain, investors may be hesitant to invest in the stock.The company has faced challenges, including being blacklisted by China’s Ministry of Commerce over alleged boycotts of Xinjiang cotton products, impacting its operations in the country.&nbsp;&nbsp;Additionally, it has been navigating a complex retail landscape marked by macroeconomic challenges, particularly in Europe.Telsey analysts said they were pleased with PVH's initiatives to boost consumer engagement and marketplace sales, which would aid gross margins.On Stocktwits, the retail sentiment improved marginally but held in the 'bearish' territory. Message volume jumped 700% in the past 24 hours.<figure class="image"><img style="aspect-ratio:745/183;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_26_at_2_23_32_PM_png_fa3c97831e.webp" alt="Screenshot 2025-03-26 at 2.23.32 PM.png" width="745" height="183"><figcaption>PVH sentiment and message volume as of March 25, 2025 | Source: Stocktwits</figcaption></figure>A user posted that, following the PT revisions, the company might not be looking good heading into the earnings.<stembedurl>https://stocktwits.com/BullYa/message/609158588</stembedurl>Another countered by saying the company had good fundamentals.<stembedurl>https://stocktwits.com/Fizz26/message/609026961</stembedurl>PVH shares ended at $66.78 on Tuesday, down 37% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Corp Falls After Citi, Telsey Cut Price Targets Ahead Of Q4 Print: Retail Mood Bearish

PVH has faced challenges including being blacklisted by China’s Ministry of Commerce over alleged boycotts of Xinjiang cotton products, impacting its operations in the country.

American Eagle Outfitters ($AEO) stock was down more than 13% on Thursday after the clothing company posted earnings below consensus Wall Street estimates, dampening retail sentiment. Earnings per share came in at $0.41, below the $0.47 analysts were expecting. Revenue stood at $1.29 billion, also below the estimated revenues of $1.3 billion, according to Stocktwits data.&nbsp; The apparel company's net revenue declined by 1%, attributed to the roughly $45 million of adverse impact it had due to a retail calendar shift.&nbsp; Comparable sales increased 3% in the third quarter. Fourth-quarter comparable sales are expected to be up by 1%, the company said, adding that revenues are expected to decline 4%.&nbsp; The decline will reflect the $85 million impact from the combination of the retail calendar shift and one less selling week, the company has said. Retail sentiment on the stock swung to 'extremely bearish' (8/100) from 'extremely bullish' (94/100) a day ago. Message volumes continued to be 'extremely high.'&nbsp; <stembedurl>https://stocktwits.com/Bnm123456/message/595202321</stembedurl> The company also recorded an $18 million impairment and restructuring charge in the third quarter. The company has reportedly taken additional steps to streamline its corporate cost structure, changing its Hong Kong retail operations from company-owned to a licensed model. "Led by a strong back-to-school season, we achieved comparable sales growth across brands and channels and delivered adjusted operating income at the high end of our guidance range,” Jay Schottenstein, AEO’s executive chairman and CEO, said in a statement.&nbsp; “We have entered the holiday season well positioned, with our leading brands offering high-quality merchandise, great gifts, and an outstanding shopping experience across channels. Key selling periods have seen a positive customer response, yet we remain cognizant of potential choppiness during non-peak periods," he added. American Eagle Outfitters' apparel brands include &nbsp;American Eagle, Aerie, OFFL/NE by Aerie, and Todd Snyder.&nbsp; American Eagle stock is down 4% year-to-date. For updates and corrections email newsroom[at]stocktwits[dot]com. &nbsp;&nbsp;&nbsp;

American Eagle Outfitters Stock Slides After Q3 Earnings Miss: Retail Sentiment Dampens

The apparel company's net revenue declined by 1%, attributed to the roughly $45 million of adverse impact it had due to a retail calendar shift. 

American Eagle Outfitters ($AEO) stock was up 1.68% ahead of its third-quarter earnings, lifting retail sentiment.Wall Street analysts are expecting earnings per share of $0.47 on estimated revenues of $1.3 billion, according to Stocktwits data. American Eagle will release its third quarter fiscal 2024 results on Wednesday, after market close. For the second quarter, the company reported record second-quarter revenues of $1.3 billion, increasing 8% from the same period in 2023. EPS came in at $0.39, beating estimates of $0.38. A CNBC report noted an earlier calendar shift positively impacted its second-quarter sales by $55 million, observing the sales increase would otherwise have been slimmer.American Eagle CFO Mike Mathias has previously stated its full-year guidance of around 4% comparable sales growth and 2-3% revenue growth, reflecting confidence in its core business trajectory.Retail sentiment on the stock improved to ‘extremely bullish’ (95/100) from ‘neutral’ (48/100) a week ago. Message volumes increased to ‘extremely high’ from ‘normal’.<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_05_at_1_36_08_AM_1930df170a.png" alt="Screenshot 2024-12-05 at 1.36.08 AM.png"> Many users were expecting a huge earnings beat, according to a Stocktwits user poll.&nbsp;<figure class="image image_resized" style="width:65.58%;"><img style="aspect-ratio:1262/684;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_05_at_1_45_36_AM_4a62fb7f60.png" alt="Screenshot 2024-12-05 at 1.45.36 AM.png" width="1262" height="684"></figure>In October, JPMorgan lowered the apparel company’s price target to $27 from $29 and kept an Overweight rating, as part of its models update in the department store and specialty softlines group, the Fly.com <a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=AEO">reported.</a>Jay Shottenstein, executive chairman and CEO previously stated the company sees "the greatest opportunity in the history of the company" and expects it could grow from a $5 billion business to a $10 billion business in the next few years.<a href="https://stocktwits.com/symbol/AEO">American Eagle stock</a> is down 4% year-to-date. &nbsp;

Retail sentiment on the stock improved to ‘extremely bullish’ | Image source: Wikimedia Commons

American Eagle Outfitters Stock Rises Ahead of Q3 Earnings: Retail’s Optimistic

Wall Street analysts are expecting earnings per share of $0.47 on estimated revenues of $1.3 billion

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