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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending sharply lower following Anthropic's announcement of AI tools capable of automating COBOL modernization, triggering widespread market debate and concern over AI's disruptive potential for IBM's legacy consulting and mainframe services. Many in the community, however, view the steep sell-off as an overreaction, citing IBM's existing partnership with Anthropic and its strong fundamentals in hybrid cloud and quantum computing.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending as its latest earnings, featuring an EPS beat and raised full-year guidance, ignite debate among investors; bulls foresee a short squeeze driven by solid growth and high short interest, while bears focus on a revenue miss and regulatory headwinds surrounding its compounded GLP-1 offerings.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid intense community debate following a Supreme Court ruling on past tariffs and subsequent new tariff announcements, with many discussing potential economic impacts and legal challenges to Trump's policies. The stock's volatile performance and its strong link to ongoing political controversies, including renewed scrutiny of its namesake's past associations, continue to fuel highly polarized sentiment among investors.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amid a heated bidding war for Warner Bros. Discovery, with Paramount submitting a higher offer and political pressures mounting from a DOJ antitrust probe and commentary from former President Trump. The community is actively debating whether Netflix should walk away from the deal to avoid overpaying, potentially triggering a stock rebound, as the uncertainty and prospect of a raised bid are currently weighing on its shares.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending as concerns rise after Anthropic introduced its Claude Code Security tool, sparking a sector-wide selloff amid fears that AI could disrupt established cybersecurity business models, while many in the community argue it's an overreaction and a buying opportunity for the company's core offerings.

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 dominating market conversation ahead of its crucial earnings report, fueled by analyst upgrades and expectations of continued AI-driven growth, while the community intensely debates if this will propel the stock to new highs or trigger a 'sell the news' event impacting broader indices.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending due to widespread market anxiety over the disruptive potential of new AI models on its established subscription software business, leading to a polarized community debate between those fearing obsolescence and investors seeing a significant value opportunity amidst aggressive share buybacks and ongoing AI integration.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is a key topic as former President Trump's $5 billion lawsuit alleging political debanking fuels widespread discussion, while community perspectives also highlight the bank's past Epstein controversies. This trending conversation contrasts with the bank's robust net interest income outlook and strategic expansion plans, alongside its increasingly bullish view on crypto assets.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to a global strategic collaboration with Astellas for its prostate cancer T-cell engager, VIR-5500, backed by promising updated Phase 1 data. The community is actively discussing the potential for a significant run, with some anticipating a short squeeze, while others remain cautious, expecting a historical pullback.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as the tech-heavy market navigates fresh anxieties surrounding AI's disruptive impact on software and white-collar jobs, alongside renewed global tariff uncertainties and geopolitical tensions, prompting community debate over its surprising resilience against bearish catalysts.

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China has threatened Mexico with countermeasures should it formalize its plan to hike tariffs on Asia-made cars to 50%."China will take necessary measures," China’s Ministry of Commerce said in a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.mofcom.gov.cn/xwfb/xwfyrth/art/2025/art_e6fa3d4bfa6b48c8b49ccfc833a330f2.html">statement</a> Thursday, responding to Mexico’s plans to impose tariffs ranging from 10% to 50% on goods from nations without a free trade agreement with it, which includes China."Any unilateral tax increase by the Mexican side, even within the framework of WTO rules, will be regarded as appeasement (to the United States) and compromise against unilateral bullying," a translation of the statement read. China believes that such a move would harm the business environment in Mexico.Mexican Economy Secretary Marcelo Ebrard said Wednesday that the government intends to hike tariffs on vehicles imported from Asia — especially from China — to 50%, up from the present 20%.He added that the measure requires approval from Congress and would be implemented 30 days after authorization.The new tariffs proposed by Mexico will also affect imports from South Korea, India, Indonesia, Russia, Thailand, and Turkey. The country's government has&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/mexico-raise-tariffs-cars-china-50-major-overhaul-2025-09-10/">said</a> the move is aimed at protecting local jobs and industry, while analysts believe that it is aimed at placating the U.S.China could respond by restricting exports of minerals critical to the production of cars and other advanced technology, as it has done while countering U.S. tariffs, according to a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/12/china-mexico-tariff-hike-countermeasures.html">report</a>.In the two years through July 2024, more than 20 Chinese auto parts and manufacturers have announced over $7 billion in investments in Mexico, according to the advocacy group Coalition for a Prosperous America and reported by CNBC.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/EWW">iShares MSCI Mexico ETF (EWW)</a> and&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, funds tracking Mexican and Chinese stocks, are up about 39%. On Stocktwits, the retail sentiment&nbsp;is ‘bearish’ for both the ETFs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-microsoft-gear-up-for-next-phase-of-partnership-as-chat-gpt-maker-nears-for-profit-conversion/chw8BmhRdw2">OpenAI, Microsoft Gear Up For 'Next Phase’ Of Partnership As ChatGPT Maker Nears For-Profit Conversion</a>

Cars being loaded and unloaded onto a container ship at Taicang Port area in Suzhou, East China's Jiangsu province, on December 12, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

China Threatens Consequences After Mexico's Plan To Tax Asia-Made Cars At 50%

Mexico claims its tariff plan, which applies to nations without a free trade agreement, is designed to protect local jobs and industry; however, analysts view it as a move to appease the U.S. 

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Mexico claims its tariff plan, which applies to nations without a free trade agreement, is designed to protect local jobs and industry; however, analysts view it as a move to appease the U.S. 


The Mexican government is reportedly planning to raise tariffs on imports from China as part of its 2026 budget proposal next month in a bid to protect domestic industries and appease the Trump administration.According to a Bloomberg News <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-27/mexico-plans-to-raise-tariffs-on-chinese-goods-in-2026-budget-proposal?srnd=homepage-americas">report</a>, citing people familiar with the matter, Mexico plans to increase tariffs on imports, including cars, textiles, and plastics. The draft revenue proposal from President Claudia Sheinbaum’s administration is scheduled to be sent to Congress by Sept. 8.The move, aimed at shielding Mexican businesses from subsidized Chinese imports, is likely to face little opposition in Congress, as Sheinbaum’s party and its allies hold two-thirds majorities in both houses.According to Mexican government data, the country imported goods worth $51.4 billion from China, accounting for nearly 20% of its total imports.Retail sentiment on Stocktwits <a href="https://stocktwits.com/symbol/EWW">iShares MSCI Mexico ETF</a> (EWW) was in the ‘bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:793/88;" src="https://news.stocktwits-cdn.com/EWW_Aug_27_JPG_a17d17f70a.webp" alt="EWW’s Sentiment Meter and Message Volume as of 9:59 p.m. ET on Aug. 27, 2025 | Source: Stocktwits" width="793" height="88"><figcaption>EWW’s Sentiment Meter and Message Volume as of 9:59 p.m. ET on Aug. 27, 2025 | Source: Stocktwits</figcaption></figure>Since early this year, the Trump administration has urged Mexico to increase tariffs on Chinese imports, similar to those imposed by the U.S. The Republican President has accused Chinese firms of using Mexican soil to ship their goods into the U.S. and avoid tariffs.For example, Chinese electric vehicles face levies of up to 100% in the U.S., but in Mexico, they face a tariff rate of only 20%.According to the report, Sheinbaum’s administration has proposed a concept called “Fortress North America,” which would limit shipments from China while strengthening trade and manufacturing ties among the US, Mexico, and Canada. The idea has garnered support from the U.S. Treasury Secretary Scott Bessent.U.S. and Mexico also intend to review the free-trade deal between them, negotiated during Trump’s first term, by the middle of next year. Last month, Trump put additional tariffs on Mexico on hold after a phone call with Sheinbaum.The iShares MSCI Mexico ETF has risen 31% this year, compared with a 9.7% rise in the SPDR S&amp;P 500 ETF Trust (SPY).Also See: <a href="https://stocktwits.com/news-articles/markets/equity/krispy-kreme-slips-after-jp-morgan-downgrade/chsUataRdlh">Krispy Kreme Slips After JPMorgan Downgrade, Cites ‘Survivor Mode’ Post McDonald’s Fallout</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mexican president Claudia Sheinbaum speaks during the daily morning briefing at Palacio Nacional on August 21, 2025 in Mexico City, Mexico.

Mexico Raises Tariff Heat On China To Defend Factories, Keep Trump Happy: Report

The draft revenue proposal from President Claudia Sheinbaum’s administration is scheduled to be sent to Congress by Sept. 8.

Canada is looking to collaborate more closely with Mexico over a range of issues, including security and trade, its senior ministers said on Tuesday, following a meeting with President Claudia Sheinbaum.According to a Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-06/canada-and-mexico-to-cooperate-as-free-traders-facing-us-tariffs">report</a>, citing Foreign Affairs Minister Anita Anand, the two countries agreed to “build a work plan” covering “resilient supply chains, port-to-port lines of trade, artificial intelligence and the digital economy, energy security.” &nbsp;The meeting between Anand, the Canadian finance minister, Francois-Philippe Champagne, and Sheinbaum reportedly lasted over an hour. The two ministers are also expected to meet business leaders while in Mexico.According to the report, Anand noted that Mexico plays a critical role in the global economy, and Canada recognizes this and wants to leverage it to the advantage of the Canadian domestic economy. While Champagne reportedly said that Canada offers “a lot of opportunities to Mexico when it comes to critical minerals and the supply chain around that,” and energy security, before adding that both nations are “free traders.”The neighbors are seeking closer ties at a time when their relationship with the U.S. has soured due to President Donald Trump’s tariff salvo. Barring China, the two North American countries are the only ones facing U.S. tariffs on national security grounds for the inflow of drugs into the U.S.While U.S. government data has shown that only a tiny amount of fentanyl crosses into the U.S. through the Canadian border, Trump raised the tariffs on Canada to 35% earlier this month, citing its failure to curb the flow of drugs, a charge Canadian Prime Minister Mark Carney has denied.However, Trump and Sheinbaum extended a tariff truce between the two countries for another 90 days. Canada has retaliated against Trump’s tariffs by imposing levies on U.S. goods, while Mexico hasn’t. However, on Tuesday, Carney seemingly softened his stance and hinted at lowering tariffs if required to benefit Canadian industries.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/EWW">iShares MSCI Mexico ETF</a> (EWW) was in the ‘neutral’ territory, while traders were ‘bearish’ on iShares MSCI Canada ETF (EWC) at the time of writing.Champagne reportedly added that the U.S.-Mexico-Canada (USMCA) is an “essential element of competitiveness in North America,” with talks about renegotiating the pact slated for next year. The U.S. has so far exempted goods under the agreement from the tariffs.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/trump-tariffs-squeezing-us-fertilizer-flows-warns-industry-giant-mosaic/chr1SfwRd2y">Trump Tariffs Squeezing US Fertilizer Flows, Warns Industry Giant Mosaic After Q2 Miss Sends Stock Sliding</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Canada and Mexico are seeking closer ties at a time when their relationship with the U.S. has soured due to President Donald Trump’s tariff salvo. 

Trump’s Tariffs Drive Canada, Mexico Toward Closer Partnership To Forge 'Resilient Supply Chains'

 Canadian Finance Minister Francois-Philippe Champagne reportedly said that the U.S.-Mexico-Canada (USMCA) is an “essential element of competitiveness in North America.”

Tomatoes could become pricier in the U.S. as the 2019 agreement suspending the “Antidumping Duty Investigation” on fresh tomatoes from Mexico expired.With the U.S. government deciding against renewing the suspension, it issued an antidumping duty order, resulting in a 17.09% duty on tomato imports from Mexico, the Commerce Department said in a statement.&nbsp;Commerce Secretary Howard Lutnick said, “Mexico remains one of our greatest allies, but for far too long our farmers have been crushed by unfair trade practices that undercut pricing on produce like tomatoes. That ends today.”“This rule change is in line with President [Donald] Trump’s trade policies and approach with Mexico.”&nbsp;On Friday, Trump shared a snapshot of a letter sent to Mexico, communicating a 30% tariff if a trade deal is not reached by Aug. 1.&nbsp;As Trump’s tariff announcements reverberate through the market, the stock market has shown an uneven recovery. Overall, the trend has been positive, with the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund tracking the broader S&amp;P 500 Index, rising 7.25% year-to-date.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/EWW">iShares MSCI Mexico ETF (EWW)</a> has gained a steeper 30%.The antidumping duty was first imposed following representation by the domestic fresh tomatoes industry in 1996, claiming that “it was being materially injured by dumped Mexican imports.”After the agreement was put in place, there have been five suspensions. The 2019 agreement contained a duration section, which allows the Commerce Department to withdraw the&nbsp;deal with 90 days' notice.&nbsp;According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/americas/us-withdraws-tomatoes-agreement-with-mexico-2025-07-14/">report,</a> Mexico accounts for two-thirds of the tomatoes consumed in the U.S., with the export fetching the former $3 billion a year.Timothy Richards, a professor of agribusiness at Arizona State University,&nbsp;said that consumer tomato prices may escalate by about 10% and demand may fall by 5% due to the latest measure, according to a CNN&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://edition.cnn.com/2025/07/13/business/tomato-tariffs-mexico-prices">report.</a>Mexico reportedly said in April it expected the agreement to be renewed.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zuckerberg-channels-his-inner-musk-report-reveals-meta-goes-full-elon-mode/ch8fHfWR5nq">Zuckerberg Channels His Inner Musk? Report Reveals Meta Going ‘Full Elon Mode’ As It Builds AI Data Centers In Tents</a>

Tomatoes from Mexico are displayed on a grocery store shelf on July 14, 2025, in San Anselmo, California. 

Tomato Prices Set To Soar After Trump Administration Ends 17% Antidumping Duty Suspension On Mexican Imports

Commerce Secretary Howard Lutnick said the rule change is in line with President Donald Trump’s trade policies and approach with Mexico.

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iShares MSCI Mexico ETF

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