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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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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.

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

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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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