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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

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 A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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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.

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