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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

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 as investors react to earnings news and a surprise CEO departure, with community members debating whether the results justify the stock's surge. Bullish sentiment highlights a potential turnaround and strong China sales, while bears cite valuation concerns and leadership uncertainty. The stock's movement is also drawing comparisons to other retail companies and potential sector-wide recovery.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading day, driven by a recently announced $40M offering that sparked a sharp sell-off, overshadowing positive Q3 results. The community is debating the offering's impact, potential for a dead cat bounce, and whether it's a buying opportunity or a sign of further decline. Some traders are drawing parallels to other high-flying stocks, while others remain optimistic about MIGI's long-term prospects in the digital infrastructure space.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUN is trending amid analyst upgrades and community speculation about upcoming catalysts, including a presentation at the Barclays Global Technology Conference. Community members are actively debating the potential for a short squeeze, while also discussing the company's fundamentals and competition in the AI sector. Recent news of partnerships and integrations is adding to the buzz, with bulls hoping for a sustained upward move.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH (Restoration Hardware) is trending due to mixed reactions surrounding its earnings call and future guidance, with some questioning the CEO's commentary. The community is actively discussing the potential impact of tariffs and interest rate decisions on the luxury home furnishings sector. Bullish investors are anticipating a short squeeze, while bearish investors are pointing to a potential price drop.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market eyes new all-time highs, fueled by anticipation around Broadcom's earnings and the potential impact on AI-driven stocks. Community chatter reflects a battle between bulls and bears, with debates over market manipulation and the sustainability of the current rally. Some traders are expressing concerns about overvaluation and potential corrections, while others remain optimistic, pointing to the Fed's actions and overall market momentum.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

$YEE is gaining traction, fueled by community enthusiasm and growing momentum within the Ethereum ecosystem. Discussions highlight the token's strong chart, steady accumulation by smart wallets, and potential as the next big meme, drawing comparisons to $PEPE. With a narrative rooted in Ethereum's meme culture, $YEE is capturing attention as a compelling play in the crypto space.

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Taiwanese President Lai Ching-te has canceled a planned overseas trip after the Trump administration declined to approve stopovers in New York and Dallas, amid concerns it could derail trade negotiations with China and plans for a potential Trump–Xi summit.Lai was set to visit Paraguay, Guatemala, and Belize in early August, with&nbsp;transit stops in New York on&nbsp;Aug. 4 and Dallas ten days later, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-29/taiwan-president-calls-off-us-transit-as-trump-seeks-xi-summit">reported</a>.The trip was quietly shelved after U.S. officials withheld approval, following objections from Beijing. Taiwan’s Presidential Office cited typhoon recovery efforts and ongoing tariff talks with the U.S. as additional reasons for the cancellation.The move has sparked backlash in Taipei and Washington. Former House Speaker Nancy Pelosi called it “a victory for Xi” and warned it sends a signal that the U.S. can be “bullied by Beijing into silence” on Taiwan.&nbsp;The State Department said such transits remain consistent with long-standing U.S. policy, but no new plans were announced.Lai’s trip would have marked his first stop in continental U.S. cities since taking office. A previous transit through Hawaii and Guam last December triggered China’s largest naval deployment near Taiwan in years.&nbsp;China, which has called Lai a “separatist,” has responded to past U.S. transits by Taiwanese leaders with military exercises near the island.The timing is diplomatically sensitive. U.S. Treasury Secretary Scott Bessent met Chinese Vice Premier He Lifeng in Stockholm on Monday, with both sides working to extend a tariff truce that could pave the way for a Trump–Xi meeting.&nbsp;Trump’s team has also reportedly begun outreach to U.S. CEOs about a potential trip to Beijing.Lai, who won the presidency with the lowest margin since 2000, faces rising pressure at home after a failed effort to unseat lawmakers. Meanwhile, Taiwanese officials are in Washington seeking to avoid a threatened 32% tariff. While Lai’s visit was never formally announced, officials in Paraguay and Guatemala had been preparing for his arrival.The Trump administration’s decision mirrors past cases where U.S. leaders blocked Taiwan transits to avoid provoking Beijing.&nbsp;Linking Taiwan to trade with China sends “a dangerous message to Beijing,” said Laura Rosenberger, former U.S. diplomat and American Institute in Taiwan chair.On Stocktwits, retail sentiment was ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> and ‘extremely bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, both amid ‘normal’ message volume, while sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> was ‘neutral’ despite ‘high’ message activity.So far in 2025, EWT is up 15%, outperforming both SPY, which has gained 9%, and QQQ, up 11.4% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Lai Ching-Te delivers a speech during Taiwan National Day on October 10, 2024 in Taipei, Taiwan. (Photo by Annabelle Chih/Getty Images)

Why Trump Blocked Taiwan Leader’s America Stopover — And What It Means For US–China Trade Talks

The canceled visit comes as the U.S. and China work to extend a tariff truce, with President Trump preparing for a possible summit with Chinese President Xi Jinping.

Equity

Citi’s Willer expects AI trade to outweigh Middle East risks

Investing.com -- Citi’s Global Head of Macro and Asset Allocation maintains a constructive stance on equities despite ongoing geopolitical tensions in the Middle East, highlighting a renewed focus on the AI trade as a key driver of market sentiment.

Taiwan dollar registers largest intraday gain in three decades

Investing.com -- Taiwan’s dollar experienced a significant surge on Monday, registering an intraday gain of as much as 5%, the largest in over three decades. This development is attributed to speculation that exporters are converting their US dollar holdings into the local currency at an accelerated pace.

BlackRock Institutional Trust Company N.A. - iShares MSCI Taiwan ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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