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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.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation about potential cannabis rescheduling, spurred by rumors of a Trump announcement and an upcoming Supreme Court case, igniting a flurry of activity. The community is buzzing with anticipation of federal policy changes and discussing potential short squeezes. Positive sentiment is fueled by analyst upgrades and developments in state-level cannabis programs.

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

Altimmune is trending amid speculation about upcoming 48-week data and potential FDA meeting outcomes, with community chatter focused on whether the data will support a breakthrough therapy designation. Discussions also involve potential buyout scenarios and comparisons to competitors in the MASH/obesity space, while some traders express concern about trial results and management decisions. The stock's volatile price movement and high short interest add to the intense debate among bulls and bears.

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 traders react to a surprise CEO exit alongside a monster earnings report and upbeat guidance, with community members pointing to potential new leadership and significant buyback programs. Despite some concerns over tariffs and international expansion, bulls are optimistic about the company's potential for growth, while bears express concern about market saturation from competing brands.

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.

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.

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

Restoration Hardware is trending amidst mixed sentiment following its recent earnings report and CEO commentary, particularly around the housing market and tariff impacts. While some investors appreciate the honesty, others are critical of the company's performance and leadership's communication, sparking debates about the company's future and valuation. Discussions also involve potential short squeezes, long-term growth strategies, and the impact of macroeconomic factors such as interest rates and tariffs on RH's luxury furniture business.

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

SoundHound AI is trending amid an analyst upgrade from Cantor Fitzgerald, with a price target increase to $15, fueling bullish sentiment and community discussions about a potential short squeeze and future growth. Despite some skepticism and volatility, optimism persists around the company's AI technology and potential catalysts, including upcoming conference presentations and earnings reports. Community members are actively debating the stock's potential and the actions of short-sellers.

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 session spurred by speculation around a potential offering and its market cap requirements for continued listing. Community discussions revolve around whether a recently filed ATM shelf offering is responsible for the price swings and whether the company will be able to meet compliance by December 19th. Some traders believe the dip is a buying opportunity, while others caution about potential dilution and the company's history of reverse splits.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is trending as investors discuss the company's accelerated timeline for commercial production and a deal to supply rare earth materials, potentially positioning it as a key player in the domestic supply chain. Community members are weighing the impact of these developments against market volatility and the upcoming Russell 2000 inclusion, with some anticipating a significant price increase. Discussions also involve the stock's technical setup and the broader implications for the rare earth sector amid geopolitical tensions.

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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?

Current Price	$65.92
Prev Close	$66.80
Open	$65.82
Dividend Yield	N/A
50-Day Moving Average	$64.85
Beta	N/A
Avg. Volume	4.23M
PE Ratio	N/A

52-Week High	$67.58
52-Week Low	$39.44
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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