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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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US-China Trade Tension Escalates: Should You Seek Refuge in UK ETFs?

Escalating U.S.-China trade tensions are shaking global markets, prompting investors to eye UK ETFs like EWU as a potential safe haven.   


Should Investors Increase Their Allocation to U.K. ETFs Now?

The U.K. sees mixed signals: slowing growth and easing inflation, but a $150B U.S. deal could spark investor optimism.

The UK has reportedly asked U.S. negotiators to modify domestic-production requirements, which are hindering an agreement to reduce tariffs on British steel exports.According to a Bloomberg News report, citing people with knowledge of the negotiations, the UK has requested that steel imports from European countries, such as the Netherlands, which are subsequently used to manufacture steel products in the UK, be considered British for the purposes of U.S. tariffs.The <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-17/uk-pushes-us-to-drop-key-sticking-point-to-steel-trade-deal">report</a> added that the change will exempt products made by Tata Steel UK, which no longer operates a furnace in the UK and imports raw steel from other countries, from U.S. tariffs. U.S. negotiators are reportedly considering such an exemption, as long as steel from countries seen by President Donald Trump as strategic rivals isn’t covered under the UK deal.The U.S. has previously insisted that steel must be melted and poured in the UK to be considered British for tariff purposes, a criterion that Tata Steel, one of the country’s top producers, cannot fulfill.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/EWU">iShares MSCI United Kingdom ETF</a> (EWU) was in the ‘neutral’ territory at the time of writing.The Bloomberg report added that the trade agreement could be reached soon. Trump had said earlier this week that he expects to refine the trade deal with the UK during his official visit in September.The deal could help UK Prime Minister Keir Starmer’s government, which faced criticism from opposition parties after the initial trade deal with the U.S. in May. While the UK was the first country to announce a framework for a trade agreement, several issues, including steel tariffs, were unresolved.Trump wanted the UK to accept more beef and U.S. ethanol, while London wanted exemptions for cars and steel products. U.S. tariffs on UK steel products remain at 25% as the country was exempted from a June hike of tariffs to 50%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/japan-exports-slip-again-in-june-as-trump-tariffs-bite-with-doubts-over-trade-deal/ch8KJMfR5YB">Japan Exports Slip Again In June As Trump Tariffs Bite, With Doubts Over Trade Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Steel materials gather in the warehouse of Lianyungang Port, waiting to be loaded onto ships in Lianyungang City, Jiangsu Province, China, on June 1, 2025. (Photo by Costfoto/NurPhoto via Getty Images)

 UK Reportedly Urges Trump Administration To Relax Import Rules Hindering Steel Trade Deal

The UK has requested that steel imports from European countries, such as the Netherlands, which are subsequently used to manufacture steel products in the UK, be considered British for the purposes of U.S. tariffs.

 UK Reportedly Urges US To Relax Import Rules Hindering Steel Trade Deal

Equity

The UK has requested that steel imports from European countries, such as the Netherlands, which are subsequently used to manufacture steel products in the UK, be considered British for the purposes of U.S. tariffs.


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.

UK exports to the U.S. saw the sharpest drop on record in April as U.S. President Donald Trump’s tariffs upended global trade.According to the Office for National Statistics data, Britain shipped 4.1 billion pounds ($5.6 billion) worth of goods to its North American ally in April, a 33% decline from 6.1 billion pounds in March.It was the lowest amount of goods exported to the U.S. since 2022 and the most significant decline since records began in 1997.According to a Reuters report, the British Chambers of Commerce stated that the decline was partly due to manufacturers shipping extra goods in March to avoid a tariff increase. Even so, April's goods exports were down 15% compared to a year earlier."The economic effects of the U.S. tariffs are now a reality. Thousands of UK exporters are dealing with lower orders and higher supply chain and customer costs," the BCC's head of trade policy, William Bain, reportedly said.While U.S. exports to the UK also dropped nearly 8% to 4.7 billion pounds. However, the record plunge in outbound shipments from Britain helped the U.S. log its first trade surplus with the country since May 2024.The trade imbalance caused the UK gross domestic product (GDP) to contract by 0.3% in April, compared with the 0.1% expected by economists polled by Reuters.Washington, D.C., first imposed 25% tariffs on British steel and aluminum on March 12, boosted the auto imports tariff to 27.5%, and imposed a blanket tariff of 10% on all other goods.&nbsp;The<a href="https://stocktwits.com/symbol/EWU"> iShares MSCI United Kingdom ETF</a> (EWU) has risen 20% this year, compared with 2.4% gains of the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY).Also See: <a href="https://stocktwits.com/news-articles/markets/equity/air-india-crash-tarnishes-boeing-787-s-flawless-safety-record-morgan-stanley-expects-more-regulatory-heat/chlLxchRRGV">Air India Crash Tarnishes Boeing 787’s Flawless Safety Record — Morgan Stanley Expects More Regulatory Heat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Container ship at the Port of Long Beach, Long Beach, California. (Photo by: Citizens of the Planet/Universal Images Group via Getty Images)

Trump Tariffs Cause Biggest Fall On Record Of UK Exports To US 

The British Chambers of Commerce stated that the decline was partly due to manufacturers shipping extra goods in March to avoid a tariff increase.

Barclays’ Emmanuel Cau sees limited upside for EU equities into summer

Investing.com -- Barclays strategist Emmanuel Cau sees limited upside for European equities as markets head into the summer months, due to elevated valuations, macro uncertainty, and seasonal risks.

China has reportedly taken exception to the trade deal the UK has negotiated with the U.S., arguing that the pact hurts its interests.Britain was the first country to clinch an agreement with the U.S., resulting in the removal of the tariffs imposed on steel and autos, even as the baseline 10% tariff stayed.The exemption on the sector-specific tariffs was given on the condition that the UK would work toward “promptly” meeting U.S. requirements on supply-chain security and the ownership of relevant production facilities.The Trump administration also reportedly clarified that China was the intended target.The agreement terms also specified that tariff relief for UK goods would depend on the outcome of the Section 232 investigations, which examined whether and how specific imports impact U.S. national security.&nbsp;A Financial Times <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/52f7be1c-e708-4b01-b486-7f189a52c842">report</a> on Tuesday said that Beijing has not been happy with the UK’s deal with the U.S., which envisages heavy protection for domestic steel and pharmaceutical industries.China’s Foreign Ministry reportedly said, “Co-operation between states should not be conducted against or to the detriment of the interests of third parties.”The Chinese stance puts the UK in a fix, given the latter’s intent to rebuild its relationship with the world’s second-largest economy.The UK is also one of the biggest export destinations for China-made electric vehicles (EVs) and plug-in hybrids, according to a South China Morning post <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.scmp.com/economy/china-economy/article/3309729/while-electric-vehicle-exports-uk-are-down-plug-hybrids-are-bucking-trend">report.</a> Citing Chinese Customs data, the report said plug-in exports to the UK surged about 600% year over year in the first quarter, although EV sales slid nearly 3%.Meanwhile, China and the U.S. announced a bilateral pact on Monday, putting on hold the bulk of the tariffs announced by either party since the Liberation Day tariffs were announced by the Trump administration in early April.A separate Guardian report <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theguardian.com/world/2025/apr/16/china-to-snub-uk-energy-summit-amid-row-over-infrastructure-projects">said</a> China has decided to postpone a 60-country UK energy summit to be held next week amid differences of opinion over the latter’s involvement in the British infrastructure sector.The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY), an exchange-traded fund (ETF)</a> that tracks the S&amp;P 500 Index, is up about 0.43% for the year and the <a href="https://stocktwits.com/symbol/EWU">iShares MSCI United Kingdom ETF (EWU)</a> has gained over 13%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-layoffs-show-commitment-to-profitable-growth-analyst/chiq1WnRbN5">Microsoft Layoffs Show ‘Commitment' To Profitable Growth Amid Surging AI Costs, Says Barclays: Retail In Wait-And-Watch Mode</a>

UK Prime Minister Keir Starmer and U.S. President Donald Trump shake hands at a joint press conference in the East Room at the White House on February 27, 2025 in Washington, DC. 

Beijing Decries UK-US Trade Pact, Alleges Damage To Chinese Interests

Britain was the first country to clinch an agreement with the U.S., resulting in the removal of the tariffs imposed on steel and auto even as the baseline 10% tariff stayed.

BlackRock Institutional Trust Company N.A. - iShares MSCI United Kingdom 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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