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SPY is trending as traders weigh risk-on sentiment against rising bond yields and anticipate potential outcomes from US-China trade discussions. The community is closely watching for any signs of a "deal," with some suggesting that any positive news, even minor, could trigger a rally. Bullish sentiment remains despite mixed earnings reports from major tech companies and uncertainty surrounding future rate cuts.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders digest news from the Trump-Xi meeting and await key earnings reports from major tech companies. Community chatter revolves around potential market reactions, with some anticipating a pullback and others expecting continued upward momentum. Sentiment appears mixed as participants analyze the implications of the meeting's outcome and upcoming financial results in the tech sector.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending, fueled by community enthusiasm and discussions around its potential. The community is rallying behind the coin, emphasizing a shared vision and active development, while also celebrating its association with the $WAGMI meme. Conversations also highlight the coin's presence on the Solana blockchain and its potential for future growth.

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 Platforms is trending following its earnings report, which revealed strong revenue growth but a significant one-time tax charge impacting EPS. Community discussions revolve around the impact of increased AI spending and infrastructure costs on future profitability. Despite the earnings miss, some investors view the dip as a buying opportunity, citing the company's underlying strength and growth potential.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as community members discuss its potential, particularly around new projects and meme coins built on the network. The launch of a Solana ETF is also generating excitement. Despite some volatility, there's a strong sense of optimism and community support driving conversation around the cryptocurrency.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as it approaches a new all-time high, with many anticipating a continued climb and eyeing the $200 mark. Bullish sentiment is fueled by the company's AI prospects, its partnership with NVIDIA, and speculation around a potential stock split. However, some community members express concerns about the company's high valuation and potential for a pullback.

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 as investors analyze the implications of its recent earnings report, particularly its significant AI spending and Azure cloud growth. Community discussions revolve around whether the company's investments will translate to long-term gains, with some expressing concerns about near-term guidance and profitability, while others see it as a buying opportunity for a tech leader.

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 ($CMG) is trending as investors react to concerns about slowing sales and rising costs highlighted in the upcoming earnings report, with some analysts lowering price targets. The community is debating whether the stock is oversold, the impact of economic pressures on consumer spending at Chipotle, and the effectiveness of the current CEO. Some traders are also discussing portion sizes and pricing relative to competitors such as CAVA.

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 C

Alphabet's stock is trending following a record quarter fueled by strong advertising, cloud computing, and AI services, with revenue exceeding $100B for the first time. Community members are discussing whether it's too late to buy, while highlighting the company's infrastructure investments and AI capabilities. Some see Google as a portfolio-saving stock and a potential leader in the AI age, while others are wary of short-term overvaluation.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors discuss its recent $900 million convertible note offering and its implications for the company's AI and data center expansion plans. Community members are debating whether the offering represents a strong vote of confidence or potential dilution, with some highlighting the favorable terms and Google's backing as bullish signals. The broader context involves TeraWulf's shift towards high-performance computing and AI, positioning it within the competitive landscape of clean energy and data center operations.

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YPF and Globant Advance a Major Project to Transform and Optimize the Supply Chain with AI Solutions

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Lightning Round: I 'like' Innodata, says Jim Cramer

'Mad Money' host Jim Cramer weighs in on stocks including: AST SpaceMobile, Trilogy Metals, Grail, Tecogen, Aurora Innovation, Rigetti Computing, Globant and Innodata...

MIT Technology Review Insights and Globant Report: Three quarters of global pharma organizations are piloting or deploying agentic AI

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Tyler Technologies (TYL) Soars 6.6%: Is Further Upside Left in the Stock?

Tyler Technologies (TYL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Globant Launches GEAI 2.3 to Integrate Agentic Commerce Protocol

GLOB's GEAI 2.3 debuts with Agentic Commerce Protocol, empowering AI agents to perform real-world transactions through secure conversational interfaces.

Globant Q2 Earnings & Revenues Beat Estimates, Stock Down

GLOB beats Q2 estimates with record pipeline growth, but shares fall 15% as 2025 guidance is trimmed.


JPMorgan downgraded Globant S.A.’s (GLOB) stock from ‘Overweight’ to ‘Neutral’ and slashed its price target to $78 from $108, citing weaker-than-expected revenue guidance for fiscal 2025 and mounting uncertainty in the company’s growth outlook.The downgrade came in the wake of Globant’s second-quarter (Q2) earnings update, which signaled a slower growth trajectory ahead. The firm noted that the revenue projections create a more difficult environment for achieving positive growth by fiscal 2026.The company lowered its FY2025 revenue outlook to at least $2.445 billion, from $2.464 billion earlier, in line with the consensus estimate, as per Fiscal AI data. Globat sees Q3 revenue of at least $615 million, also matching the consensus estimate.<a href="https://stocktwits.com/symbol/GLOB">Globant S.A. stock</a> tumbled over 14% on Friday mid-morning. However, on Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:952/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_15_111303_png_7b4ef1c065.webp" alt="GLOB’s Sentiment Meter and Message Volume as of 10:35 a.m. ET on Aug. 15, 2025 | Source: Stocktwits" width="952" height="107"><figcaption>GLOB’s Sentiment Meter and Message Volume as of 10:35 a.m. ET on Aug. 15, 2025 | Source: Stocktwits</figcaption></figure>The stock saw an 860% surge in user message count in 24 hours, as of Friday morning. A bullish Stocktwits user said they are adding a small quantity of the stock.<stembedurl>https://stocktwits.com/Easymoney48/message/625346896</stembedurl>In a note to clients, JPMorgan said that Globant’s previous reputation for delivering premium growth and consistent execution now appears ‘challenged.’ The firm pointed to macroeconomic headwinds and a delay in customers’ decision-making in an uncertain economic climate, which are weighing on investor confidence in the stock’s near-term potential.“While we have delivered strong growth for many years, we have observed a more tempered demand environment over the last few quarters,” said CFO Juan Urthiague in the Q2 earnings call.Globant S.A. stock has lost over 68% year-to-date and over 65% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bigbear-ai-launches-ai-powered-cargo-security/chsPs17Rdfn">BigBear.ai Launches AI-Powered Cargo Security In Panama Canal Region: Retail Pins Hope On ‘Worldwide’ Expansion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Globant Stock Tumbled 14% Today – Why JPMorgan’s Rating Downgrade Drew Investor Attention

JPMorgan said that Globant’s previous reputation for delivering premium growth and consistent execution now appears ‘challenged.’

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JPMorgan said that Globant’s previous reputation for delivering premium growth and consistent execution now appears ‘challenged.’


Globant (GLOB) Beats Q2 Earnings and Revenue Estimates

Globant (GLOB) delivered earnings and revenue surprises of +0.66% and +0.19%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

GLOB vs. NTES: Which Stock Is the Better Value Option?

Zacks Industry Outlook Highlights Globant and NetEase

Globant and NetEase stand out in a strengthening software services industry, leveraging AI, subscriptions, and global reach for growth.

Globant SA engages in the provision of information technology services. It includes application development, testing, infrastructure management, and application maintenance. The company was founded by Martín Migoya, Martín Gonzalo Umaran, Guibert Andrés Englebienne, and Néstor Augusto Nocetti in 2003 and is headquartered in Luxembourg.

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