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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following its Q4 earnings report, where a headline revenue and EPS miss was overshadowed by management's beat on ARR guidance and positive adjusted EBITDA. Despite initial volatility, the stock saw a strong recovery as the community rallies around its reaffirmed 2026 guidance and robust AI infrastructure expansion, sparking discussions of a potential short squeeze.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending after reporting a significant earnings beat and strong forward guidance, notably highlighting AI as an increasing tailwind for its business, which has surprised the market and appears to be fueling a short squeeze. The community is actively discussing the company's turnaround, its perceived undervaluation compared to peers, and the potential for a substantial price run.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is trending following an earnings report that significantly beat revenue and profit estimates with strong guidance, despite the stock experiencing a notable drop. The community is actively debating if the dip is a buying opportunity, citing the company's robust fundamentals and ongoing share buyback program amid a broader software sector pullback.

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

Viking Therapeutics is trending as the company announced plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 studies, accelerating its development timeline significantly and fueling community speculation about its "best-in-class" potential. This rapid progression, alongside a strong cash position, has intensified discussions around potential major partnerships or buyouts, while also creating a battleground for shorts betting against its valuation.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending following Romania's approval of its SMR project and a new AI-guided fuel management partnership, drawing significant institutional interest including BlackRock's increased stake. While bulls foresee SMRs as a vital solution for future energy demand, especially for AI, and anticipate a short squeeze, the community remains divided on valuation and execution risks amidst ongoing price volatility.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is gaining investor attention with BlackRock recently increasing its stake, as the community eagerly awaits updates on its promising NSCLC trial and progresses towards a prostate cancer BLA, with many speculating on potential Big Pharma partnerships or a buyout driven by the sector's patent cliff and vulnerable short interest.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following FDA approval of its Optune Pax device for locally advanced pancreatic cancer, hailed by many as a revolutionary breakthrough for a difficult-to-treat disease, while some community members question the magnitude of the clinical benefit and commercial rollout potential.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is actively discussed after its latest earnings report, which showcased robust AI infrastructure demand and an improved financial outlook, yet shares declined due to a lower-than-anticipated gross margin forecast impacted by rising memory costs. The community is debating its current valuation and long-term potential in the AI boom, drawing parallels to past market cycles.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot announced strong Q4 earnings, raised its forward guidance, and initiated a significant share repurchase program. However, the stock experienced a notable post-earnings decline, sparking an intense community debate over whether robust fundamentals can outweigh persistent market fears about AI disruption in the broader software sector.

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 seeing significant conversation driven by the ongoing uncertainty and regulatory scrutiny surrounding its proposed Warner Bros. Discovery acquisition, coupled with an activist investor's push for a rival bid and notable insider selling. This dynamic has polarized the community between those fearing further declines due to deal complications and others viewing it as a generational buying opportunity for the streaming leader.

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Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

 What Lies Ahead of Mag-7 Earnings? ETFs in Focus 

Magnificent 7 earnings are heating up as Apple, Microsoft, Meta and Tesla report, putting AI strategy, valuations and Mag-7 ETFs in the spotlight.

ETFs in Spotlight as Netflix Shares Slide Despite Beating Q4 Earnings

Netflix shares slide despite a Q4 earnings beat, putting ETFs like FDN in focus for investors seeking diversified exposure.

<ul class="summary-bullets"><li>Currently, Baidu trades on the Nasdaq and also maintains a secondary listing on the Hong Kong Stock Exchange.&nbsp;</li><li>The contemplated upgrade could allow broader participation from mainland Chinese capital.</li><li>On January 2,&nbsp;Baidu said that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange for a possible spin-off.</li></ul><p>Baidu Inc. (BIDU) is reportedly evaluating a move that could significantly reshape how global and mainland investors access its shares as the Chinese technology and AI powerhouse is in early discussions about shifting its Hong Kong listing to “primary” status.</p><p>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-14/baidu-is-said-to-explore-upgrading-hk-listing-to-primary-status?srnd=homepage-americas">report</a>, the change is expected to broaden its investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.</p><h2 class="st-heading-2">Context Of The Review</h2><p>Currently, Baidu trades on the Nasdaq and also maintains a secondary listing on the Hong Kong Stock Exchange.&nbsp;</p><p>According to the report, this structure makes its shares more accessible in Asia but leaves mainland Chinese investors unable to trade them through cross-border channels like Stock Connect, which links exchanges in Hong Kong and the Chinese mainland.&nbsp;</p><p>The contemplated upgrade could change that dynamic, allowing broader participation from mainland Chinese capital.&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu stock</a> traded over 2% higher in Wednesday’s premarket.&nbsp;</p><p>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_051618_png_acd8e3bd03.webp" alt="BIDU’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Jan. 14, 2026 | Source: Stocktwits" width="933" height="102"><figcaption>BIDU’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Jan. 14, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Geopolitical And Market Drivers</h2><p>A primary listing would help Baidu mitigate the threat of tightening U.S. regulatory pressures, especially since Chinese tech firms have faced heightened scrutiny and potential delisting risks on U.S. exchanges.</p><p>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/04/23/cnbc-the-china-connection-newsletter-chinese-stocks-risk-us-delisting.html">report</a>, in 2025, President Donald Trump’s “America First Investment Policy” memorandum raised renewed concerns about whether Chinese companies could be delisted from U.S. stock exchanges.</p><h2 class="st-heading-2">Baidu’s Strategic Growth And AI Focus</h2><p>The latest move comes after&nbsp;Baidu said that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange on January 1, setting the stage for a possible spin-off and separate debut.</p><p>Baidu’s consideration attains importance as China aims to close the AI dominance gap. According to a Financial Times report, Microsoft President Brad Smith said U.S. artificial intelligence companies are losing ground to Chinese competitors in attracting users outside Western countries.&nbsp;</p><p>BIDU stock has gained over 87% in the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/visa-teams-up-with-bvnk-to-enable-stablecoin-payments-amid-washington-s-push-for-clarity/cmUL7c0R4eP">Visa Teams Up With BVNK To Enable Stablecoin Payments Amid Washington’s Push For Clarity</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Baidu logo is seen displayed on a smartphone screen. 

Baidu Reportedly Weighs Hong Kong Primary Listing Amid Rising US-China Market Tensions

According to a Bloomberg report, the change is expected to broaden Baidu’s investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.

Equity

According to a Bloomberg report, the change is expected to broaden Baidu’s investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.


Tesla Rally Signals a Bigger Investment Story: ETFs to Consider

TSLA hits record highs as investors shift focus beyond EVs to robotaxis and Optimus robots, reframing Tesla as a long-term bet.

Mag-7 Earnings: Trick or Treat for ETF Investors?

Mag 7 earnings came in at mixed but AI momentum strong, which could prove to be a bullish setup for ETFs like MAGS, FNGS, MGK & XLG.

Netflix Lags Q3 Earnings Yet Ups Free Cash Flow View: ETFs in Spotlight

 Netflix's Q3 earnings miss hits shares hard, but ETFs like FDN, XLC and FNGS offer a diversified play on its long-term potential.  

What Lies Ahead for Mag-7 ETFs in Q3 Earnings Season?

Mag-7 earnings season heats up. Will AAPL, MSFT, NVDA, AMZN & META lift ETFs like MAGS, FNGS, MGK & XLG? Find out what's next for these market movers.

Are Big Tech ETFs Strong Enough to Weather AI Bubble Fears?

Tech stocks are pricey with strong fundamentals. Ride the AI euphoria with ETFs like MAGS, FNGS, MGK, XLG.



Should You Buy Alibaba ETFs as Stock Surges on AI Investment Push?

Alibaba shares surge on AI push, spotlighting ETF plays like ONLN, FNGS, PGJ and NITE. But is there margin pressure? 

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

Bank of Montreal - MicroSectors FANG ETNs

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

With earnings season underway and rate-cut expectations shifting, the next move in the S&P 500 could set the tone for 2026. Are bulls still in control, or is volatility about to pick up? Cast your vote.

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Bank of Montreal - MicroSectors FANG ETNs

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