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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending following earnings, with the community debating the impact of increased AI spending and a one-time tax charge despite strong revenue numbers.  Bulls view the dip as a buying opportunity, expecting a quick recovery, while bears are concerned about Meta's aggressive investment strategy and potential impact on profitability. Technical levels and potential support zones are being closely watched for signs of a bottom.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending following news of significant antimony mining developments in Montana and an increase to its FY2026 revenue guidance, driving optimism among investors. Community discussions revolve around the potential for a short squeeze and the company's strategic positioning as a key antimony supplier outside of China. Some investors are also speculating about a potential hostile takeover bid for Larvotto Resources.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is trending due to recent earnings and the Versant spin-off, with community discussion focusing on broadband subscriber losses versus growth in wireless and theme parks. Some believe the company is undervalued, especially with a potential acquisition of WBD, while others are concerned about cord-cutting and competition. Community members are actively weighing the impact of these factors on the stock's future performance.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending due to mixed reactions to company performance and future outlook. While some celebrate strong user growth and engagement, others express concerns about profitability, valuation, and safety on the platform. Community discussions also involve potential analyst upgrades and potential impact from institutional investors.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending due to a mix of tech earnings and anticipation surrounding a potential trade agreement between the U.S. and China. Community discussion revolves around whether positive outcomes from the Trump-Xi meeting are already priced in, especially with mixed reactions to earnings from major tech companies like Meta and Microsoft. Concerns about AI spending and its impact on company financials are also contributing to market volatility.

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Constellation Brands (STZ) reported first-quarter results below Wall Street expectations on Wednesday. However, some positive comments on tariff headwind mitigation and an unchanged full-year outlook lifted shares.<a href="https://stocktwits.com/symbol/STZ">Constellation stock</a> gained 4.5% to $173.87, its best intraday gains in nearly three months. Shares are down 21.3% year-to-date.CEO Bill Newlands said Constellation "continued to face softer consumer demand largely driven by what we believe to be non-structural socioeconomic factors.Earlier this week, Bank of America&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bof-a-downgrades-miller-lite-brewer-molson-coors-amid-softness-in-us-beer-sales/chmZESFRReS">downgraded</a> peer Molson Coors Beverage's (TAP) shares, stating that it expects U.S. beer volumes to shrink by 4% next year, a steeper decline than its earlier prediction of a 1% decrease.Q1 revenue at Constellation, known for Corona beer and Robert Mondavi wine, dropped 6% to $2.52 billion, slightly below analysts' expectations. Earnings per share were $3.22, also below the estimate.Management stated that the company anticipates an approximately $20 million impact from aluminum tariffs for the remainder of its fiscal year, down from its earlier expectation of $30 million. Despite that, the company expects to maintain its targeted margin growth.On Stocktwits, the retail sentiment for the company shifted to 'bullish' from 'extremely bullish' the previous day.<figure class="image"><img style="aspect-ratio:580/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_03_at_10_29_59_AM_png_4106cdf670.webp" alt="Screenshot 2025-07-03 at 10.29.59 AM.png" width="580" height="61"><figcaption>STZ sentiment and message volume as of July 2 | Source: Stocktwits</figcaption></figure>A user said, "The exuberance (in the stock) seems a bit irrational," and backed it&nbsp;up by saying the company faces "declining market share, declining sales, declining profit, 25% tariff on Mexican beer, customer base being deported."<stembedurl>https://stocktwits.com/SaltyNuts/message/619760718</stembedurl>Following the results, Bank of America maintained its 'Neutral' rating on&nbsp;STZ stock&nbsp;and raised the price target by $2 to $182.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bottles of Corona beer are displayed on a shelf at a BevMo store on January 05, 2024 in San Rafael, California. (Photo by Justin Sullivan/Getty Images)

Constellation Brands Share Rise Despite Weak Earnings: Retail Sentiment Drops

The brewer of Corona beer maintained its full-year financial outlook.

Equity

Do Wall Street Analysts Like Mondelez International Stock?

Despite Mondelez International’s underperformance relative to the S&P 500 Index over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

Is Wall Street Bullish or Bearish on Keurig Dr Pepper Stock?

Keurig Dr Pepper has underperformed the broader market over the past year, yet analysts remain moderately bullish on the stock’s future potential.

What Are Wall Street Analysts' Target Price for Monster Beverage Stock?

Monster Beverage has overshadowed the broader market over the past year, yet analysts remain moderately bullish on the stock’s future potential.

Are Wall Street Analysts Predicting Coca-Cola Stock Will Climb or Sink?

Coca-Cola has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Stories of the sting from President Donald Trump's trade tariffs are now surfacing in unexpected — or at least previously overlooked — corners of the corporate economy.PepsiCo (PEP) and Coca-Cola (KO) may now have to take a hard look at where they produce and how they export the secret-recipe concentrates that are the essence of their popular beverages, according to a Wall Street Journal report.For decades, the two companies have produced the concentrate in Ireland because of the country's low corporate tax rate. With a 10% tariff on imports, their management might consider reorganizing.The situation is particularly pinching for PepsiCo, as the concentrate for nearly all its U.S. sales of Pepsi and Mountain Dew come from Ireland, according to <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/retail/pepsi-soda-tariffs-manufacturing-coca-cola-76dffe02">WSJ</a>.PepsiCo's U.S. market share has dropped sharply over the past two decades, and last year, Dr Pepper overtook it as the No. 2 soda. After years of prioritizing food and energy drinks, PepsiCo is working to revive soda sales, but new tariffs may complicate that effort.PepsiCo also produces its concentrate formula in Texas, Uruguay, and Singapore.Coca-Cola makes most of the concentrate for its American sodas in Atlanta and Puerto Rico, a U.S. territory, which means its drinks such as Coke and Sprite are less exposed to tariffs.Coca-Cola and PepsiCo are also likely to be affected by the 25% tariff on aluminum imports imposed by the U.S. in March.Coca-Cola imports some aluminum from Canada, and soda prices could rise due to the levy, Coke CEO James Quincey said in February.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A young man browses the soda aisle, selecting from popular brands such as Pepsi, Coca-Cola, and 7Up, at a supermarket on October 20, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Coca-Cola, PepsiCo Reportedly Face Trump Tariff Turmoil Over Secret Formula Supply Chains

For decades, the two soda giants have produced the concentrate for their beverages in Ireland because of the country's low corporate tax rate. Now, there's a 10% import duty.

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