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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 as investors react to potential catalysts, including a raised price target and discussion of the company's role in AI, particularly following news of a deal with OpenAI and Oracle. Community members are actively debating whether AMD can sustain its recent gains relative to key competitors like Nvidia, with some highlighting TSM earnings as a potential indicator. Bullish sentiment seems to be building around AMD's prospects in the AI chip market, though some caution against overvaluation.

Microvast Holdings, Inc. is an advanced battery technology company. It engages in the business of designing, developing, and manufacturing battery components and systems primarily for electric commercial vehicles and utility-scale energy storage systems. The company was founded by Yang Wu on October 12, 2006 and is headquartered in Stafford, TX.

Microvast Holdings Inc

MVST is trending as investors discuss its undervaluation compared to peers in the battery sector, highlighting its profitability and revenue growth. Community members are pointing to potential catalysts like upcoming earnings, solid-state battery developments, and expansion plans, leading to speculation of institutional buying and a potential short squeeze. Bullish sentiment is fueled by the stock hitting new 52-week highs, with many anticipating a continued upward trajectory.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ ($LAES) is trending due to a recently announced $200 million direct offering, sparking discussions around the company's growth prospects and potential share dilution. The community is weighing the significance of institutional investment via the offering against concerns about its impact on share value, with some pointing to upcoming catalysts like a CEO keynote and satellite launch. Others are drawing parallels to similar situations with other quantum stocks, hoping for a similar upward trajectory.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC is trending following a Q3 earnings beat driven by strong AI and 3nm chip demand, leading to raised guidance and bullish sentiment. The community is focused on TSMC's critical role in powering the AI revolution and its increasing production capacity. Some investors suggest studying Poet technology while others discuss geopolitical risks.

Aventus Network

Aventus Network ($AVT) is trending as the community discusses its potential, particularly around its Aventus Cloud platform and enterprise appchain expansion. Some users are pointing to its low market cap and interoperability with Polkadot and Ethereum as reasons for optimism. Community members are also speculating on potential price movements and exchange listings.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending due to a lawsuit filed by GIC concerning revenue practices from several years ago, sparking concerns about potential financial implications. The community is actively debating the validity and impact of the lawsuit, with some viewing it as a buying opportunity amidst market manipulation, while others express worry about the short-term effects. Despite the legal noise, many investors remain focused on NIO's delivery numbers and its battery swap expansion plans, believing profitability is still on the horizon.

Troll's Wife

TROLGA is trending as the community rallies around this new meme coin, calling it the 'Godzilla of meme coins'. There is excitement around its potential launch and increasing adoption within Phantom Wallet, with community members sharing links for others to buy. Overall sentiment suggests traders are looking at TROLGA for quick gains.

American Battery Technology Co. is a technology company, which engages in the development and marketing of lithium-ion batteries. Its projects include recycling plant, United States Advanced Battery Consortium (USABC), and Tonopah flats. The company was founded on October 6, 2011 and is headquartered in Reno, NV.

American Battery Technology Company

American Battery Technology Company is trending as investors react to news of a terminated U.S. Department of Energy grant, leading to significant price volatility. The community is actively discussing the impact of this development on the company's financial outlook and whether the company will be able to move forward, with some speculating about a potential government equity stake. Despite the negative news, many are still bullish on ABAT's long-term potential in the battery technology and lithium recycling sector, particularly as a play to reduce reliance on foreign suppliers.

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 due to positive sentiment around robust AI spending, highlighted by TSMC's better-than-expected profit jump and guidance. Community members are discussing SMCI's potential as a key supplier for AI infrastructure, including possible partnerships with major players and its presence in new data center projects. Investors are also noting technical indicators, such as cup and handle patterns, while weighing short interest data.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as investors react to TSMC's earnings, a key indicator for NVDA's potential performance, with community members pointing out the positive implications of TSMC's margins.  Discussions also revolve around competition in the AI chip space, particularly regarding AMD and potential market share shifts.  Some traders are highlighting concerns about potential pullbacks or market manipulation.

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Can Campbell's Snacks Business Stabilize After a Gradual Recovery in 2H25?

CPB's snacks business shows early signs of recovery, but sustaining momentum into fiscal 2026 depends on execution and cost control.


Consumer stocks gained last week, in line with the broader market, which hit another record high on renewed expectations of a rate cut by the Federal Reserve this month.The Consumer Discretionary Select Sector SPDR Fund (XLY) rose 1.5%. The Consumer Staples Select Sector SPDR Fund (XLP) rose 0.1% after a significant 2% decline in the week prior.Here are the consumer and retail stocks that posted the highest gains:&nbsp;Williams-Sonoma, Inc. (weekly gain 7.6%)The home decor and furniture retailer saw a relief rally last week, after shares fell over concerns about its annual forecast issued late last month. Shares also received a lift after Argus raised its price target to $212 from $190, alongside growing expectations for rate cuts.Williams-Sonoma's business is closely linked to the housing market, which would significantly benefit from lower interest rates.&nbsp;D.R. Horton Inc. (weekly gain 7.6%)Momentum continued for home builders last week, as confidence after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/against-the-odds-homebuilder-stocks-climb-as-incentives-offset-housing-market-gloom-dr-horton-pulte-group-pop/ch8wlEPR5Mh">strong quarterly results</a> from the sector's top companies was compounded by rate cut expectations.Lower interest rates translate to lower mortgage rates, which typically boost real estate purchases.Peers PluteGroup and Lennar Corp gained 6.9% and 6.6%, respectively, last week, while DHI shares have gained in six of the previous seven weeks.&nbsp;The Campbell's Co. (weekly gain 7.6%)Shares of the soups and snacks company gained 7% on Wednesday after it forecast fiscal 2026 net sales largely above expectations and beat the fourth-quarter profit estimate.Although the results were mixed (the 2026 profit forecast was below expectations), investors found solace in Campbell's comments on cost-saving and tariff mitigation efforts. A string of analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/campbells-gains-wall-street-confidence-with-multiple-price-target-hikes/chwdg4yRdp2">raised</a> their price target on the stock in the aftermath.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coca-cola-market-share-in-turkey-pakistan-drops-amid-boycotts-over-perceived-links-to-israel/chwWYKeRdAX">Coca-Cola Market Share In Turkey, Pakistan Drops Amid Boycotts Over Perceived Links To Israel</a>

 A sign is posted in front of an available home at a KB Home housing development on March 22, 2023 in Folsom, California. (Photo by Justin Sullivan/Getty Images)

Housing-Linked Stocks Led Consumer Sector Gains Last Week On Renewed Rate Cut Expectations

The benchmark S&P 500 index reached another record high on Thursday.

Equity

The Campbell’s Company (CPB) experienced multiple price target hikes from Wall Street on Thursday, with TD Cowen citing that the packaged food maker’s annual profit guidance was less negative than initially feared, due to an acceleration of cost savings and near-term tariff mitigation.TD Cowen raised its price target to $31 from $29 and maintained a ‘Hold’ rating, according to TheFly. The firm added that the company’s fourth-quarter results were all better than expected.Retail sentiment on <a href="https://stocktwits.com/symbol/CPB">Campbell’s</a> remained unchanged in the ‘bullish’ territory, with chatter at ‘extremely high’ levels, according to data from Stocktwits. The retail user message count on the stock jumped 175% in the last 24 hours, as of Thursday morning, and shares of the firm were down nearly 3% during midday trading.<figure class="image"><img style="aspect-ratio:806/96;" src="https://news.stocktwits-cdn.com/CPB_sentiment_png_a93adb3d63.webp" alt="CPB sentiment.png" width="806" height="96"><figcaption>CPB sentiment and message volume September 4, 2025, as of 1:50 pm ET | Source: Stocktwits</figcaption></figure>Bernstein also raised its price target on Campbell's to $39 from $38 and kept an ‘Outperform’ rating. The firm noted that Campbell's seems to be doing the right things to get the portfolio moving again, investing in brand support and innovation, and fueling these investments with stepped-up productivity improvements.On Wednesday, CEO Mick Beekhuizen stated that consumers remain cautious and are being intentional with their spending, a trend that is expected to persist amid price increases resulting from the Trump administration’s tariffs, which are anticipated to slow demand for goods across the discretionary and consumables categories.Bernstein added that while snack category dynamics remain sluggish, management expects this portfolio to stabilize by the second half of 2026, noting that it's encouraging to see the recent success of more premium products, such as Milano cookies.Campbell’s shares have declined nearly 22% this year and fallen over 36% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/giii-apparel-ceo-says-company-absorbing-some-tariff-costs/chwdfxyRdYz">G-III Apparel CEO Says Company Absorbing Some Tariff Costs To Stay Competitive, Gain Market Share</a>

Prego brand spaghetti sauce in glass jars. (Source: Getty Images)

Campbell’s Gains Wall Street Confidence With Multiple Price Target Hikes, Retail Chatter Surges

Bernstein raised its price target on Campbell's to $39 from $38 and noted that the company appears to be taking the right steps to revitalize the portfolio, investing in brand support and innovation.

Company News for Sep 4, 2025

Companies In The News Are: M, DLTR, CPB, REVG.

Campbell's Q4 Earnings Beat Estimates, Organic Sales Drop 3% Y/Y

CPB posts mixed Q4 results as earnings top estimates but sales miss, pressured by weak organic growth.

The Campbell’s Company (CPB) CEO, Mick Beekhuizen, said on Wednesday that consumers remain cautious and are intentional with their spending at a time when price increases due to the Trump administration’s tariffs are expected to result in slowing demand.“They continue to seek value in a variety of ways, such as cooking at home, a behavior that fuels growth in our Meals and Beverages business,” said Beekhuizen on a post-earnings call. He added that consumers are also increasingly seeking flavor-forward offerings, premium experiences, and health and wellness benefits.Retail sentiment on <a href="https://stocktwits.com/symbol/CPB">Campbell’s</a> improved to ‘bullish’ from ‘neutral’ territory, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.<figure class="image"><img style="aspect-ratio:807/112;" src="https://news.stocktwits-cdn.com/CPB_sentiment_png_db6d85c6dd.webp" alt="CPB sentiment.png" width="807" height="112"><figcaption>CPB sentiment and message volume September 3, 2025, as of 11:15 am ET | Source: Stocktwits</figcaption></figure>Shares of Campbell’s were up nearly 5% during early trading. The company’s fourth-quarter adjusted earnings per share (EPS) came in $0.62, compared with Wall Street expectations of $0.57, according to data compiled by Fiscal AI. Quarterly net sales were $2.32 billion, compared with estimates of $2.34 billion. The company expects fiscal 2026 adjusted EPS to come between $2.40 and $2.55, compared with expectations of $2.65.Beekhuizen added that Campbell’s is removing Food, Drug, and Cosmetic (FD&amp;C) colors from its portfolio. “In the second half of fiscal 2026, in line with consumer preferences, Campbell’s will no longer produce any of our food or beverages with FD&amp;C colors,” he said.Major packaged food makers, including PepsiCo, Kraft Heinz, and General Mills, are removing artificial colors from their products following Health Secretary Robert F. Kennedy Jr.'s announcement of a sweeping initiative to eliminate synthetic food dyes from the U.S. food supply.Campbell’s stock has fallen over 21% this year and declined 36% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="http://stocktwits.com/news-articles/markets/equity/dollar-tree-ceo-mike-creedon-cites-tariff-volatility-as-major-hurdle/chwcbwHRd8x">Dollar Tree Earnings Call: CEO Mike Creedon Cites Tariff Volatility As Major Hurdle While Lifting Full-Year Outlook</a>

Soup produced by The Campbell's Company is shown on June 02, 2025 in Chicago, Illinois.

Campbell’s CEO Flags Consumer Caution, Sees Surge In Home Cooking And Wellness Demand

Campbell’s expects fiscal 2026 adjusted earnings per share to come between $2.40 and $2.55, compared with expectations of $2.65.

Campbell (CPB) Reports Q4 Earnings: What Key Metrics Have to Say

The headline numbers for Campbell (CPB) give insight into how the company performed in the quarter ended July 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Campbell's (CPB) Q4 Earnings Beat Estimates

Campbell (CPB) delivered earnings and revenue surprises of +8.77% and -0.55%, respectively, for the quarter ended July 2025. Do the numbers hold clues to what lies ahead for the stock?

Campbell's Gears Up for Q4 Earnings: Here's What Investors Should Know

CPB gains from Meals & Beverages strength and Sovos integration, but Snacks softness and inflation are likely to weigh on results.

Campbell (CPB) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Besides Wall Street's top-and-bottom-line estimates for Campbell (CPB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

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Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.74	--	--	N/A
Q4 '25	$0.56	$0.62	10.52%	BEAT
Q3 '25	$0.65	$0.73	11.64%	BEAT
Q2 '25	$0.72	$0.74	2.25%	BEAT
Q1 '25	$0.87	$0.89	1.89%	BEAT

CPB
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