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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending due to a mixed earnings report, with concerns arising from increased spending on AI infrastructure and rising debt despite strong cloud growth and a large backlog. Community discussions revolve around whether Oracle can effectively monetize its AI investments, with some questioning the long-term viability of its strategy, while others see a buying opportunity amid the selloff. The broader market is reacting, with some fearing a potential AI bubble burst.

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 its low float and upcoming conference, where the company may share updates on its shift towards AI and high-performance computing. Community members are discussing potential short squeezes and high price targets, fueled by the company's expanding infrastructure and possible new contracts. Sentiment remains volatile, with traders closely monitoring key price levels and potential catalysts.

Rezolute, Inc. operates as a biopharmaceutical company, which engages in the development of drug therapies for patients with metabolic and orphan diseases. The firm's antibody therapy, ersodetug, is designed to treat all forms of hyperinsulinism. The company was founded by Nevan Charles Elam, Ho Young Huh, and Sankaram Mantripragada in March 2010 and is headquartered in Redwood City, CA.

Rezolute Inc

Rezolute Inc is trending as investors digest the implications of its failed Phase 3 trial for congenital hyperinsulinism, with discussions focusing on the company's remaining cash runway and potential strategic alternatives. The community is debating the stock's valuation relative to its cash reserves, with some speculating about a dead cat bounce or bottom fishing opportunities. Despite the setback, Rezolute's other assets and cash position are generating interest among some investors.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending as traders debate whether its S&P 500 inclusion justifies its high valuation, with some calling it a "scam" and others predicting further gains. Community discussions revolve around potential short squeezes, the influence of interest rate cuts, and concerns about the company's fundamentals versus market hype. Despite the debate, the stock's strong upward momentum has captured significant attention.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending downwards amidst analyst downgrades, most recently from BofA and JP Morgan, with concerns stemming from slowing growth in branded checkout and a perceived lack of management confidence. The community is debating the impact of buybacks, the CEO's performance, and whether the stock is undervalued or a value trap. Some traders express frustration, while others see an opportunity for long-term gains if PayPal can turn things around.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL Brands is trending following news of a national retail distribution agreement with Walmart, causing significant premarket gains. The community is actively discussing potential price targets and whether the stock can sustain its momentum, while also considering potential resistance levels. This development marks AXIL's largest retail placement, expanding access to its hearing protection products.

iRobot Corp. is a robot company, which engages in designing and building robots. The firm's products include robot vacuums and maps, and pool cleaners. It operates through Domestic and International geographical segments. The company was founded by Rodney Allen Brooks, Colin M. Angle, and Helen Greiner in August 1990 and is headquartered in Bedford, MA.

Irobot Corp

iRobot Corp

IRBT is trending due to speculation around a potential short squeeze, driven by high short interest and increasing borrow fees, as well as discussion of government support for domestic robotics. The community is debating potential price targets and whether the rally is sustainable, given the company's financial situation. Some traders are also pointing to the stock's low float as a catalyst for further gains.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to a recent debt refinancing announcement, sparking mixed reactions within the community. While some view the move as a strategic advantage for potential buyout negotiations and extended financial flexibility, others express concerns about higher interest rates and management's financial decisions. Community members are actively debating the implications of the refinancing on the company's future and potential acquisition prospects.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTD is trending as it approaches new lows, sparking discussions about its future and potential S&P 500 exclusion. The community is debating factors like competition from Amazon, tax-loss harvesting, and the CEO's performance amid the stock's significant year-to-date decline. Some investors see a buying opportunity, while others express concerns about the company's ability to compete and innovate.

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 ($ADBE) is trending as analysts debate whether strong Q4 earnings and AI integration are enough to offset concerns about 2026 guidance and competition from firms like Figma. The community is discussing recent price target adjustments and whether the stock is currently undervalued, presenting a buying opportunity, or if it's a value trap due to broader market sentiment.

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<ul class="summary-bullets"><li>Wedbush analyst Alicia Reese stated that Unity is well placed to benefit from rising demand for game engines.</li><li>The firm raised its price target on the stock to $55 from $50.</li><li>Wedbush highlighted continuous improvements in Unity’s core game engine and enhancements to its advertising platform.</li></ul>Wedbush Securities has issued a positive take on Unity, adding the company to its “Best Ideas” list while raising its 12-month price target to $55 from $50.&nbsp;The decision reflects growing confidence in Unity’s position in gaming and mobile advertising markets and its potential for robust growth,&nbsp;Wedbush stated, according to TheFly.&nbsp;<h2 class="st-heading-2">The Positives&nbsp;</h2>Wedbush analyst Alicia Reese stated that Unity is well placed to benefit from rising demand for game engines and mobile ads – a combination that could translate into long-term revenue and profit expansion. The firm sees the stock undervalued at current levels, with potential for Unity exceeding consensus estimates on both revenue and earnings.Wedbush cited continuous improvements in Unity’s core game engine, enhancements to its advertising platform, and the recent rollout of alternative payment systems as key factors that strengthen the company’s growth outlook.&nbsp;<a href="https://stocktwits.com/symbol/U">Unity’s stock</a> traded over 3% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day, while message volume shifted to ‘low’ from ‘extremely low’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:931/96;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_02_100934_png_12bf50032a.webp" alt="Us Sentiment Meter and Message Volume as of 09:50 a.m. ET on Dec. 2, 2025 | Source: Stocktwits" width="931" height="96"><figcaption>Us Sentiment Meter and Message Volume as of 09:50 a.m. ET on Dec. 2, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Financial Performance&nbsp;</h2>Unity offers a range of tools that help creators build, launch, and expand games and interactive experiences across various platforms, including mobile devices, PCs, and consoles.In the third quarter, the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-unity-stock-rising-today/cL2qlSEREGY">revenue</a> rose 5% year-on-year (YoY) to $471 million. Adjusted earnings per share (EPS) stood at $0.20. Both revenue and EPS exceeded the analysts’ consensus estimate of $453.06 million and $0.17, respectively, according to Fiscal AI data.Unity stock has gained over 98% in 2025 and over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-hpe-join-forces-to-boost-ai-systems/cLIaZlgREKT">AMD, HPE Join Forces To Boost AI Systems</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Unity Technologies.

Wedbush Elevates Unity To ‘Best Ideas’ List Along With A $55 Price Target 

Wedbush stated that the addition reflects growing confidence in Unity’s position in gaming and mobile advertising markets and its potential for robust growth.

Equity

Wedbush stated that the addition reflects growing confidence in Unity’s position in gaming and mobile advertising markets and its potential for robust growth.


<ul class="summary-bullets"><li>The gaming platform has been facing multiple lawsuits, accusing it of failing to shield minors from online exploitation adequately.&nbsp;</li><li>Roblox will make the check mandatory for chat access, with enforcement expanding globally in early January.</li><li>Roblox will begin requiring users to complete a facial age check before sending messages.&nbsp;Once verified, players are grouped into different age categories. &nbsp;</li></ul>Roblox Corp. (RBLX) rolled out a new age-based chat system on Tuesday, restricting conversations to users in similar age groups.&nbsp;Starting the first week of December in select regions, including Australia, New Zealand, and the Netherlands, Roblox will make the check mandatory for chat access, with enforcement expanding globally in early January.<h2 class="st-heading-2">Why Roblox Is Tightening Controls</h2>The company will begin requiring users to complete a facial age check before sending messages or participating in chat, a move that marks one of the industry’s strictest communication safeguards.The update comes in response to intensifying scrutiny from lawmakers and regulators worldwide. Roblox has been facing multiple lawsuits, filed by attorneys general in Texas, Kentucky, and Louisiana,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/citi-says-roblox-engagement-eteady/chsPxbMRdfv">accusing</a> the platform of failing to shield minors from online exploitation adequately.&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox’s stock</a> inched 0.1% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘extremely low’ message volume levels.&nbsp;<h2 class="st-heading-2">How Age-Based Chat Works&nbsp;&nbsp;</h2>The age check happens through facial age estimation. Users grant the Roblox app camera access and then follow the on-screen prompts.Once verified, players are grouped into age categories: U9, 9–12, 13–15, 16–17, 18–20, and 21+. Users can converse with peers in their category and nearby age brackets.&nbsp;To protect its youngest users, Roblox disables ‘Experience’ chat by default for those under 9, unless a parent gives consent after completing the age verification process. Users under 13 do not have access to external or non-experience chat unless they’re age-verified.RBLX stock has gained 75% year-to-date and over 98% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/baillie-gifford-stands-firm-on-long-term-nvidia-bet-as-q3-earnings-near-report/cLPVRnURE7J"> Baillie Gifford Stands Firm On Long-Term Nvidia Bet As Q3 Earnings Near: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Roblox Corporation.

Roblox Introduces Mandatory Age Checks For Messaging Amid Global Safety Scrutiny 

Roblox will make the check mandatory for chat access, with enforcement expanding globally in early January.

The gaming platform has been facing multiple lawsuits, accusing it of failing to adequately shield minors from online exploitation. 



<ul class="summary-bullets"><li>Roblox was under pressure after Malaysian police alleged that gaming on its platform may have influenced a nine-year-old to attack his brother.</li><li>The company has recently begun investing heavily in protecting young users and has also tightened its messaging rules for children under 13.</li><li>Since reporting its quarterly results on Thursday, RBLX has lost about 15%.</li></ul>Roblox Corp. (RBLX) reportedly said it&nbsp;would share data with the Malaysian government and enhance safety measures for its users, following a stabbing case linked to the company in the&nbsp;Southeast Asian&nbsp;country.Since reporting its quarterly results on Thursday,&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox’s stock</a> has lost about 15%.<h2 class="st-heading-2">Roblox Budges?</h2>Following her visit with Roblox representatives, Malaysian Youth and Sports Minister Hannah Yeoh said, “They gave their assurance that they would enhance safety through the use of AI technology and human monitoring, and are willing to work with the Malaysian government, especially when it comes to data sharing and compliance with government regulations.” The minister’s comments, made through a Facebook post, were&nbsp;earlier&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-03/roblox-faces-scrutiny-in-malaysia-after-child-stabbing-case">reported</a> by Bloomberg.Roblox was under pressure after Malaysian police alleged that gaming on its platform may have influenced a nine-year-old to attack his brother, as the latter damaged his phone. The child in question was reportedly addicted to playing games on Roblox’s immersive gaming platform, amassing about a billion points.<h2 class="st-heading-2">Why It’s Important</h2>Roblox faces lawsuits in the U.S. over its lack of safety guardrails. A Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/florida-attorney-general-issues-subpoenas-roblox-over-child-safety-2025-10-20/">report&nbsp;</a>stated in late October that the Republican Florida Attorney General James Uthmeier said he plans to issue criminal subpoenas to Roblox, calling it a “breeding ground for predators" that puts children at risk. “They enabled our kids to be abused.” Short-seller Hindenburg has also criticized the company for inadequate child safety measures.&nbsp; Following the allegations, the company has begun investing heavily in protecting young users and has also tightened its messaging rules for children under 13 years old.&nbsp;<h2 class="st-heading-2">What Retail’s Feeling About Roblox Stock</h2>On Stocktwits, retail traders were ‘neutral’ toward Roblox stock by early Monday, and the message volume was ‘high.Following the quarterly results, analysts rushed to revise their price targets for the stock, with estimates ranging from $120 to $160, according to note summaries seen on&nbsp;The Fly. A Wells Fargo analyst blamed the post-earnings dip on management commentary for 2026, which was perceived as a "talk down" of bookings and margins. The analyst noted that a catch-up period of investment is likely to follow the torrid 2025 engagement growth, but the bookings outlook is brighter following a strong Q3 and Q4 performance.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zuckerberg-s-massive-ai-spending-plans-for-meta-rattle-wall-street/cL2ZvSbR3yu">Zuckerberg's Massive AI Spending Plans For Meta Rattle Wall Street — But Retail Investors Stay Bullish</a>

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

Roblox Under Fire As It Reportedly Vows AI-Driven Safety Measures After Being Linked To Child Stabbing Case In Malaysia

Following a violent incident, the company has promised to implement tighter monitoring and comply with local laws.

Roblox Corp. (RBLX) stock slipped nearly 2% in Tuesday’s early premarket session despite a Wall Street firm issuing positive commentary on the immersive gaming and creation platform. Broader market weakness, as indicated by index futures, dragged by adverse geopolitical catalysts, may be pressuring the stock.In a note released late Sunday, Morgan Stanley analysts maintained an ‘Overweight’ rating on&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox stock</a> and a $170 price target, a note summary posted by the Fly showed. The research firm’s price target implies roughly 35% upside from the stock’s closing price of $128.24 on Monday. Morgan Stanley’s bull-case valuation for the stock is $300.Analysts at Morgan Stanley called Roblox a ‘clear leader” in the next-generation entertainment platforms with a path to over one billion users by 2030. The company ended its second quarter with daily active users (DAUs) of 111.8 million, with the metric growing 41% year-over-year. The analysts said they see parallels with user-generated content winners such as Alphabet’s (GOOG) (GOOGL) (GOOG) YouTube. They also pointed to Roblox’s strong position in artificial intelligence (AI).&nbsp;The stock came under selling pressure in early October when an analyst raised concerns about bookings. M Science analyst Corey Barret&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/roblox-stock-falls-amid-concerns-over-slowing-growth-in-core-markets-4270460">said</a> in a report that bookings growth decelerated sharply in September from recent highs, dropping to a low-30% YoY percentage range, Investing.com reported. The analyst also flagged softness in core European markets. He attributed the predicament to the "rationalization of growth in more mature markets associated with back-to-school."Second-quarter bookings climbed 51% YoY, and the company guided to third-quarter bookings of $1.59 billion to $1.64 billion, suggesting 41%-45% growth. That said, Barret noted that bookings growth in non-core markets remained strong and that mobile DAU growth accelerated sequentially across the markets in the third quarter.&nbsp;Since then, Citi raised the price target for Roblox stock to $155 from $152 and maintained a ‘Buy’ rating. Citing data from RoMonitor, Citi said third-quarter bookings and adjusted earnings before interest, taxes, depreciation, and taxes (EBITDA) will likely beat expectations. The firm also expects the company to raise its 2025 guidance. MoffettNathanson analyst Clay Griffin upgraded the stock to ‘Neutral’ from ‘Sell’ last week, citing user metrics that have exploded higher.<figure class="image"><img style="aspect-ratio:618/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_at_4_19_45_AM_png_2258b7f9e6.webp" alt="Screenshot 2025-10-14 at 4.19.45 AM.png" width="618" height="55"><figcaption>RBLX sentiment and message volume as of 4:20 a.m. ET, Oct. 14 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Roblox stock stayed ‘neutral’ as of early Tuesday, and the message volume also remained at ‘normal’ levels.Roblox stock has gained over 122% this year. The company is scheduled to announce its quarterly results before the market opens on Oct. 30.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-ericsson-s-stock-is-climbing-over-12-premarket-today/ch6mSesR3lD">Why Ericsson’s Stock Is Climbing Over 12% Premarket Today</a>

Roblox displayed on a tv screen and DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 30, 2024.

Roblox Shares Dip Premarket Even As Morgan Stanley Hails It A ‘Clear Leader’ In Next-Gen Entertainment

Morgan Stanley sees parallels with user-generated content winners such as Alphabet’s YouTube. 

Citi reportedly said Roblox Corp.’s (RBLX) business sentiment remains unhurt by recent developments that stirred both legal and community concerns and caused severe pressure for the stock on Friday.&nbsp;According to TheFly, the firm pointed to two specific events behind the stock's weakness: a lawsuit filed by Louisiana’s attorney general and the controversial ban of a content creator known for catching alleged child predators on the platform.&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox stock</a> slid over 7% on Friday afternoon. On Stocktwits, retail sentiment remained in ‘extremely bearish’ territory. Message volume shifted to ‘low’ from ‘extremely low’ levels in 24 hours.&nbsp;The stock saw a 244% increase in user message count over the past 7 days. A Stocktwits user expressed optimism about the company’s growth.<stembedurl>https://stocktwits.com/joeycash_/message/625356426</stembedurl>Another user said the controversies will not deter people from ‘playing video games.’<stembedurl>https://stocktwits.com/ShadowyForeignExchange/message/625350879</stembedurl>While both events have sparked headlines, the firm emphasized that they pose limited fundamental risk to the company’s business at present.&nbsp;According to a report from&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.nbcnews.com/tech/tech-news/louisiana-attorney-general-sues-roblox-calling-platform-perfect-place-rcna225144">NBC News</a>, on Thursday, Louisiana Attorney General Liz Murrill filed a lawsuit accusing the gaming platform of allowing predators to exploit children and failing to enforce adequate safety measures.&nbsp;YouTuber Michael ‘Schlep,’ a 22-year-old content creator from Texas, was banned from Roblox and received multiple cease-and-desist notices after his investigative efforts led to the confirmed arrests of six suspected child predators active on the platform, according to an&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RealSchlep/status/1956101224945627435">official statement</a> from Schlep on platform X.&nbsp;However, Citi said that it is not concerned about the litigation as it is confined to one specific state and said user engagement metrics show no material impact on overall activity levels after the creator controversy.&nbsp;Roblox stock has gained over 99% in 2025 and over 185% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-says-apple-iphone-strength-might-reignite-growth/chsPvz2RdfM">Morgan Stanley Believes Apple’s iPhone Strength Might Reignite Growth – Here’s What It Said On Institutional Ownership Of Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Citi Says Roblox Engagement Steady Despite Legal, Content Creator Controversy

According to TheFly, Citi pointed to two specific events behind the stock's weakness: a lawsuit filed by Louisiana’s attorney general and the controversial ban of a content creator known for catching alleged child predators on the platform. 

Roblox Corp. (RBLX) CEO David Baszucki stated during the earnings call on Thursday that second-quarter (Q2) bookings marked a 51% surge year-on-year (YoY) fueled by momentum in key markets like Japan, India, the Philippines, Korea, and Indonesia.“U.S. and Canada saw bookings growth of 43%. APAC grew 75%, driven by strength in strategic markets across the region. Japan, over 50%; India, over 90%; Philippines, approximately 100%; Korea, over 120%; Indonesia, over 150% YoY,” Baszucki highlighted.He also added that daily active users (DAUs) over the age of 13 grew 54% YoY, representing over 64% of the company’s total DAUs.&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox stock</a> traded over 12% on Thursday afternoon.On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ (85/100) from ‘bearish’ territory. Message volume shifted to ‘extremely high’ (82/100) from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:959/118;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_31_124304_png_660c43c984.webp" alt="RBLX’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on July 31, 2025 | Source: Stocktwits" width="959" height="118"><figcaption>RBLX’s Sentiment Meter and Message Volume as of 01:00 p.m. ET on July 31, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 536% increase in user message count in 24 hours as of Thursday morning. A bullish Stocktwits user called the stock the ‘Netflix of gaming’.<stembedurl>https://stocktwits.com/stockman899/message/623158908</stembedurl>Another user lauded ‘Grow A Garden’, Roblox’s popular game.<stembedurl>https://stocktwits.com/Vj81b/message/623190027</stembedurl>The company’s Q2 bookings surged 51% YoY to $1.44 billion, beating the analysts’ consensus estimate of $1.26 billion, as per Fiscal AI data.However, the second-quarter loss per share of $0.41 came in wider than the estimated loss of $0.36. DAUs increased 41% YoY, reaching 111.8 million.The number of average monthly unique payers reached 23.4 million, up 42% YoY, while average bookings per daily active user (ABPDAU) grew 7% YoY to $12.86. Operating cash flow rose 32% YoY to $199.3 million, while free cash flow jumped 58% YoY to $176.7 million.Looking ahead in Q3, Roblox expects bookings ranging from $1.59 billion to $1.64 billion. For the full fiscal year, the company anticipates bookings between $5.87 billion and $5.97 billion.&nbsp;Roblox stock has gained over 141% in 2025 and over 236% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/this-media-giant-is-attracting-a-lot-of-retail-attention/choLgWwRdGc">This Media Giant Is Attracting A Lot Of Retail Attention Today: Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

‘Netflix of Gaming?’ Retail Hype Follows Roblox’s Big Q2 Win 

Roblox’s Q2 bookings surged 51% YoY to $1.44 billion, and the number of average monthly unique payers reached 23.4 million, marking a 42% YoY increase.

Wall Street analysts expressed optimism about the video game software developer Unity Software Inc. (U), citing confidence in the company’s advertising products.&nbsp;Morgan Stanley noted an encouraging rebound in feedback from Unity’s advertising clients. The research firm’s latest checks suggest that Unity Ads is now boosting app installs and in-app purchases by at least 15% to 20%, signaling a possible resurgence in its ad tech performance, according to TheFly.<a href="https://stocktwits.com/symbol/U">Unity Software stock</a> traded 7.5% higher on Thursday afternoon. On Stocktwits, retail sentiment around Unity improved to ‘extremely bullish’ (76/100) from ‘bullish’ territory the previous day.The message volume levels also rose to ‘extremely high’ (76/100) from ‘high’ in the last 24 hours. The message count on the stock saw a 280% jump in 24 hours, with a massive 400% increase in the past month.<figure class="image"><img style="aspect-ratio:963/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_17_134016_png_71f8f9d39f.webp" alt="U’s Sentiment Meter and Message Volume as of 01:45 p.m. ET on July 17, 2025 | Source: Stocktwits" width="963" height="115"><figcaption>U’s Sentiment Meter and Message Volume as of 01:45 p.m. ET on July 17, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user said the stock reminded them of GameStop during its ‘meme stock’ craze.<stembedurl>https://stocktwits.com/IamWallSt/message/621348477</stembedurl>The upswing in Unity Ads comes after more than a year of strategic changes and product revamps, which the brokerage believes have helped reshape Unity’s competitiveness in the mobile advertising arena.&nbsp;Matthew Cost, an analyst at Morgan Stanley, identified several catalysts driving Unity's improving ad performance. These include the full rollout of the company’s new Vector ad model in May, the recent integration of game engine data into ad targeting as of July, and growing adoption of Unity 6, its latest game development platform.&nbsp;Together, these upgrades are driving meaningful gains in ad effectiveness and user engagement, said the analyst.Morgan Stanley maintained its ‘Overweight’ rating on the stock and reiterated a price target of $25. The brokerage stated that Unity’s ad business could still be in the early stages of a broader recovery, particularly within its Grow segment.Wedbush boosted its price target on Unity to $39 from $31.50 following an advisor call focused on trends in the mobile ad space. The research firm maintained its ‘Outperform’ rating on the stock.Also, UBS analyst Chris Kuntarich raised the price target to $33 from $22 and reiterated a ‘Neutral’ rating on the shares.Unity Software stock has gained over 62% in 2025 and has more than doubled in the last 12 months.The company’s ongoing recovery comes amid broader shifts in the mobile gaming and advertising landscape, where performance-driven tools and privacy changes continue to reshape strategy.&nbsp;The company is scheduled to release its second-quarter (Q2) earnings on August 6, before the opening bell.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pagaya-retail-traders-praise-q2-guidance-as-chatter-sees-a-46-spike-in-24-hours/ch8K80nR5pe">Pagaya Retail Traders Praise Q2 Guidance As Chatter Sees A 46% Spike In 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Unity Software, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025. 

Unity Software Surges As Wall Street Sees Ad Tech Revival: Retail Compares Stock To GameStop

Wall Street analysts see renewed strength in Unity Software, citing improved ad performance, rising sentiment, and product upgrades.

Video game developer Roblox Corp. (RBLX) has earned a strong vote of confidence from JPMorgan as user activity on the gaming platform continues to break records.&nbsp;According to TheFly, JPMorgan analyst Cory Carpenter revised the price target&nbsp;on the stock to $125 from $120, while maintaining an&nbsp;‘Overweight’ rating, signaling increased optimism around the platform’s accelerating momentum.Following the increase,&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox stock&nbsp;</a>inched 0.2% higher in Wednesday’s premarket.The analyst highlighted surging engagement levels on the platform as a key factor behind the increase, with concurrent users reaching an all-time peak of 32 million and the popular experience Grow A Garden attracting 21.5 million participants on July 12.JPMorgan now expects the gaming company’s bookings to climb 37% in the second quarter (Q2), with a projected 30% growth rate for fiscal 2025, both exceeding Roblox’s current forecasts.&nbsp;The firm has also raised its broader financial expectations for Roblox in light of the platform’s accelerating growth trends.In the first quarter (Q1), the company’s&nbsp;revenue rose 29% year over year (YoY) to $1.035 billion, missing the consensus estimate of $1.14 billion, as per&nbsp;Fiscal AI data. Bookings jumped 31% to $1.21 billion.The gaming platform reported a loss of $0.32 per share, narrower than the year-ago loss of $0.43 and&nbsp;an estimated loss of $0.39.&nbsp;For Q2, Roblox expects revenue of $1.020 billion to $1.045 billion, with bookings of $1.165 billion to $1.190 billion.On Tuesday, Roblox&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/roblox-announces-ip-licensing-tool-strikes-deals-to-bring-experiences-from-popular-netflix-shows-into-gameplay/ch8hc6qR58k">introduced</a> a new tool that lets developers and studios license popular characters and digital assets for use in games and experiences on its platform.These deals will bring iconic franchises such as&nbsp;Stranger Things,&nbsp;Squid Game,&nbsp;Twilight,&nbsp;Saw, and&nbsp;Like A Dragon (also known as&nbsp;Yakuza) into the Roblox universe.On Stocktwits, retail sentiment toward Roblox remained in ‘bullish’ territory amid ‘normal’ message volume levels.<figure class="image"><img style="aspect-ratio:812/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_16_at_7_35_07_AM_png_8c2abe40a7.webp" alt="RBLX’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on July 16, 2025 | Source: Stocktwits" width="812" height="107"><figcaption>RBLX’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on July 16, 2025 | Source: Stocktwits</figcaption></figure>Roblox stock has gained over 94% year-to-date and has more than doubled in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-to-bring-smaller-trading-partners-into-traffic-net-after-landmark-indonesia-deal/ch8WCV1R58g">Trump To Bring Smaller Trading Partners Into Tariff Net After Clinching ‘Landmark’ Indonesia Deal, Including Commitment To Buy 50 Boeing Jets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Roblox Retail Traders Stay Bullish As JPMorgan Lifts Price Target On Surging Engagement Trends 

Analyst Cory Carpenter revised the target to $125 from $120, while maintaining an ‘Overweight’ rating, signaling increased optimism around the platform’s accelerating momentum.

Roblox (RBLX) unveiled a new feature on Tuesday that allows studios and creators to license their characters and other creative assets for use within the Roblox gaming platform.The company announced initial partnerships with Netflix (NFLX), Lionsgate, Sega, and Japanese publishing giant Kodansha, enabling developers to incorporate characters and experiences from top media franchises such as the "Squid Game," "Stranger Things," "Twilight," "Saw," and "Like A Dragon" (a.k.a. "Yakuza").The move is part of a broader push to diversify the company's revenue beyond game sales by expanding commerce and advertising opportunities on Roblox, where users play, create, and share games and virtual experiences.On Stocktwits, the retail sentiment for held in the 'bullish' zone, unchanged from a month ago.&nbsp;<a href="https://stocktwits.com/symbol/RBLX">RBLX shares</a> are up over 92% year-to-date.<figure class="image"><img style="aspect-ratio:1276/140;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_16_at_12_30_04_PM_png_f70228045d.webp" alt="Screenshot 2025-07-16 at 12.30.04 PM.png" width="1276" height="140"><figcaption>RBLX sentiment and message volume as of July 16 | Source: Stocktwits</figcaption></figure>The License Manager tool enables rights holders to register and issue licenses quickly, often within days or even hours, streamlining a process that previously took months, according to the company."Until now, licensing IP has been a complex and time-consuming process. Potential licensees had to negotiate with a variety of stakeholders, submit to regular reviews, and the process could take months," Roblox Chief Product Officer Manuel Bronstein said in a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://corp.roblox.com/newsroom/2025/07/roblox-launches-new-licensing-platform-for-experiences">blog post</a> announcing the news Tuesday.The company said it also plans to onboard more IP holders throughout the year and aims to open the License Manager to all eligible IP holders in the coming months.The expanded licensing play follows a partnership with Warner Bros. Discovery (WBD) last year, as part of which the media company advertised and offered specific gaming experiences in Roblox for its new content releases.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/amazons-jeff-bezos-sells-another-1-5-b-shares-but-retail-traders-keep-bullish-stance/ch8hGIqR58h">Amazon's's Jeff Bezos Sells Another $1.5B Shares But Retail Traders Keep Bullish Stance</a>

Roblox logo displayed on a screen and PlayStation DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 12, 2023. 

Roblox Announces IP Licensing Tool, Strikes Deals To Bring Experiences From Popular Netflix Shows Into Gameplay

The gaming company also announced partnerships with Lionsgate, Sega, and Japanese publishing giant Kodansha.

Best-Performing Sector ETFs of the Second Quarter

URA, CRPT and ARKW and others soar in the second quarter of 2025 as tech, crypto, and uranium sectors lead a stunning market rebound from April's slump.

Global X Funds - Global X Video Games & Esports ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

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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