SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 experiencing a notable surge amid widespread reports of potential takeover interest from multiple rivals, with community discussion focusing on the company's deeply undervalued assets and strong free cash flow as catalysts for a potential bidding war and short squeeze.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is experiencing a surge in community excitement following a recent presentation by Dr. Soon-Shiong, which highlighted Anktiva's revolutionary potential in treating and preventing cancer, with many discussing a paradigm shift in oncology and the potential for a significant short squeeze against perceived industry resistance.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending into its anticipated earnings report, with the community discussing expectations for an 18th consecutive beat and raise, fueled by its AI-powered platform and proprietary data moat, even as the stock navigates broader software sector volatility.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday (WDAY) is trending after its latest earnings release, which, despite beating estimates, triggered a significant aftermarket sell-off amidst concerns about future subscription growth and mixed reactions to its AI acquisition strategy and recent leadership changes. The community is sharply divided, with bulls viewing the dip as a buying opportunity while bears contend that AI disruption fundamentally challenges the SaaS business model, anticipating further declines for the enterprise software giant.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors digest a mixed financial update showcasing robust IBSRELA revenue growth alongside increased operating expenses for future pipeline expansion and a decline in XPHOZAH sales. The community is actively debating the significance of a new LPGA marketing partnership and a substantial insider share purchase, weighing current spending for long-term value against persistent buyout rumors.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending due to a substantial collaboration with Astellas Pharma for its prostate cancer asset, VIR-5500, supported by encouraging early-stage data and numerous analyst price target increases, leading to widespread community discussion about potential upside and a short squeeze amidst high trading volume.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Federal National Mortgage Association (FNMA) is generating significant discussion as investors intensely speculate on a potential announcement regarding its release from conservatorship and uplisting to the NYSE, possibly linked to upcoming political events. The community remains deeply polarized, with long-term holders highlighting recent strong earnings and expert commentary, while skeptics point to a history of delays and warn against "hopium."

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing, Plasma Collection Center, and Corporate. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The Corporate segment includes general and administrative overhead expenses. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA Biologics is trending as the community eagerly anticipates its Q3 earnings, with discussions focused on updated guidance and the potential impact of a recent FDA safety notice regarding specific product lots. Persistent speculation surrounds a possible short squeeze or outright acquisition, fueled by the stock's perceived undervaluation and strategic repositioning, despite ongoing frustrations with its price action.

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 anticipate upcoming earnings, with community discussion centered on its strategic pivot to AI and high-performance computing data centers, substantial backing from Google, and a notable short interest. Many believe these factors position the company for a significant short squeeze and long-term growth in the burgeoning AI infrastructure sector.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is experiencing extreme speculative interest, driven by news of its acquisition of TikTok icon Khaby Lame's core company and a recent private placement. The community is actively discussing its low float and the potential for a massive short squeeze, drawing comparisons to other highly volatile Hong Kong-based microcaps, amidst concerns about its valuation relative to its current business.

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<ul class="summary-bullets"><li>In its filing, Amazon outlined that it may raise funds through a range of securities, including debt, equity, and hybrid securities.</li><li>Amazon has guided capital expenditures of around $200 billion for 2026.</li><li>Morgan Stanley highlighted the company’s potential as an “under-appreciated GenAI winner.”</li></ul>Amazon.com Inc. (AMZN) on Friday filed a new&nbsp;shelf registration statement with the U.S. Securities and Exchange Commission (SEC)&nbsp;that outlines the range of financial instruments it may offer to the public, including debt, equity, and hybrid securities to raise funds.However, the retail giant didn’t specify the size of any offering. Amazon stock traded over 8% lower in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Amazon’s Capital Expenditure Plan&nbsp;</h2>The tech giant has guided capital expenditure of around $200 billion for 2026.&nbsp;“With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low-earth-orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Andy Jassy, President and CEO of Amazon, said in the fourth-quarter earnings report.Jassy explained that the capital expenditures would predominantly be in Amazon Web Services (AWS). AWS revenue in the fourth quarter (Q4) increased 24% year-on-year (YoY) to $35.58 billion.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">What Is the Street Saying?</h2>Morgan Stanley analyst Brian Nowak lowered the price target for Amazon shares to $300 from $315, but maintained an ‘Overweight’ rating, citing strong growth at Amazon Web Services (AWS) and improving efficiency in its Retail operations, according to The Fly.&nbsp;According to Nowak, Amazon’s consistent return on invested capital makes it a compelling long-term opportunity. The analyst highlighted the company’s potential as an “under-appreciated GenAI winner,” reflecting confidence in Amazon’s strategic positioning despite recent spending increases.Meanwhile, KeyBanc analyst Justin Patterson trimmed his price target from $308 to $285, keeping an ‘Overweight’ rating. The firm noted that Amazon’s Q4 results laid bare the effect of heavy capital expenditures to support anticipated AI workloads. This investment temporarily depresses free cash flow and earnings per share, though the firm still values long-term growth potential.AMZN stock has declined by over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-roivant-sciences-stock-gain-pre-market-today/cZbFgIRR4FR">Why Did Roivant Sciences Stock Gain 9% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Amazon warehouse in Pawlikowice, Poland on May 29, 2025. 

Amazon Files For Mixed Shelf Offering To Support Future Capital Needs

Amazon shares traded 8% lower on Friday morning; the company did not specify the size of the offering in its filing.

Equity

Amazon shares traded 8% lower on Friday morning; the company did not specify the size of the offering in its filing.


<ul class="summary-bullets"><li>Piper Sandler emphasized the strength of Walmart’s apparel assortment and value pricing.</li><li>Evercore ISI raised its price target to $130 from $125 while keeping an ‘Outperform’ rating.</li><li>Walmart expects net sales growth&nbsp;of 4.8% to 5.1% for fiscal 2026.&nbsp;</li></ul>Walmart Inc. (WMT) reached a major financial milestone on Tuesday, with its market capitalization climbing above $1 trillion.&nbsp;The retail giant’s&nbsp;<a href="https://stocktwits.com/symbol/WMT">stock</a> traded over 1% higher on Tuesday morning. Crossing the $1 trillion threshold places Walmart alongside major technology companies that have hit similar valuations. Fellow consumer names such as Target (TGT) and Costco Wholesale (COST) remain below this mark.<h2 class="st-heading-2">Analysts’ Confidence&nbsp;</h2>Piper Sandler boosted its price target on Walmart to $130 from $123 on Tuesday, maintaining an ‘Overweight’ rating on the stock, according to TheFly. The firm emphasized the strength of Walmart’s apparel assortment and value pricing, which it says is helping the retailer expand its customer base and deliver margins above competitors.&nbsp;Evercore ISI raised its price target to $130 from $125 while keeping an ‘Outperform’ rating, reflecting optimism across the company’s Retail Broadlines &amp; Hardlines coverage.On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Meanwhile, message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_103032_png_e98310e89c.webp" alt="WMT’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="933" height="104"><figcaption>WMT’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Walmart’s Growing Online Business And Investments</h2>According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/retail/walmart-trillion-dollar-valuation-market-cap-27498d7d">report</a>, industry analysts attributed this valuation leap to Walmart’s growing online business and significant investments in logistics, automation, and artificial intelligence.&nbsp;Over the past decade, Walmart has ramped up its digital capabilities, improved delivery speeds, and expanded its e-commerce offerings, drawing new customers and boosting sales, particularly during and after the pandemic, the report cited.&nbsp;<h2 class="st-heading-2">John Furner As The New CEO&nbsp;</h2>In November, Walmart said that John Furner will become its new chief executive on February 1. He has succeeded Doug McMillon, who retired on January 31, after serving as CEO for more than 10 years.Furner, who has served as President and CEO of Walmart U.S. since 2019, has led the company’s largest operating segment, comprising more than 4,600 stores. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/03/walmart-wmt-hits-1-trillion-market-cap.html">report</a>, Furner led several major efforts, including curbside pickup and stronger store-brand products, which helped Walmart attract wealthier customers as higher prices squeezed household food spending.&nbsp;In its third-quarter earnings report in November, the retail giant said it expects net sales growth in the range of 4.8% to 5.1% for fiscal year 2026 and adjusted earnings per share between $2.58 and $2.63.&nbsp;WMT stock has gained over 13% year-to-date, overwhelmingly surpassing the S&amp;P 500’s over 1% gain in the same period.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-josh-d-amaro-ceo-dana-walden-chief-creative-officer/cZbiuxFR4mc">Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The exterior of a Walmart store in Hollywood, Florida. (Photo by Joe Raedle/Getty Images)

Walmart Surpasses $1 Trillion Valuation For The First Time

Crossing the $1 trillion threshold places Walmart alongside other major global players that have hit similar valuations, most of which are in the technology sector.

<ul class="summary-bullets"><li>Disney’s entertainment arm posted a 7% YoY revenue uplift, but rising costs for programming, production, and marketing outpaced gains.</li><li>The company’s overall revenue grew 5% YoY and exceeded the Street estimates.&nbsp;</li><li>The company reaffirmed expectations for double-digit adjusted EPS growth and $19 billion in operating cash flow in 2026.</li></ul>The Walt Disney Co. (DIS) announced on Monday that it recorded a 5% year-on-year growth in revenue to $26 billion for the first-quarter fiscal 2026, exceeding the analysts’ consensus estimate of $25.59 billion, according to Fiscal AI data.&nbsp;Adjusted earnings per share (EPS) of $1.63, narrowed YoY but beat the Street consensus of $1.58. Disney’s entertainment arm posted a 7% YoY revenue uplift, but rising costs for programming, production and marketing outpaced gains, dragging operating profit down to around $1.1 billion.&nbsp;Subscription video-on-demand (SVOD) revenue grew about 11% YoY, and SVOD operating income expanded by nearly 70% YoY to $450 million, underscoring continued audience engagement.<a href="https://stocktwits.com/symbol/DIS">Disney’s stock</a> traded over 3% higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Experiences And Parks Growth</h2>Disney’s experiences division delivered standout performance, generating approximately $10.0 billion in revenue, a 6% YoY growth and nearly $3.3 billion in segment profit.&nbsp;<blockquote>“We delivered strong box office performance in calendar year 2025 with billion-dollar hits like Zootopia 2 and Avatar: Fire and Ash, franchises that generate value across many of our businesses.’-Bob Iger, CEO, Walt Disney</blockquote>Looking ahead to the second quarter (Q2) and full fiscal 2026, Disney forecasts segment profitability roughly in line with year-ago levels in entertainment, SVOD operating income of $500 million, and modest gains in experiences.&nbsp;For 2026, the company reaffirmed expectations for double-digit adjusted EPS growth and $19 billion in operating cash flow, along with plans to repurchase up to $7 billion in stock.The media giant stated in a regulatory filing in December that it plans to reveal CEO Bob Iger’s replacement in early 2026.DIS stock has declined by 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/president-trump-12-billion-critical-minerals-reserve-china/cZbgZkIR4k3">President Trump Plans $12 Billion Critical Minerals Reserve To Cut Reliance On China: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Walt Disney Company logo is seen displayed on a smartphone screen. 

DIS Stock Gains Pre-Market After Q1 Beat, Despite Profit Strain In Entertainment Unit 

Adjusted earnings per share (EPS) of $1.63, narrowed YoY but beat the Street consensus of $1.58.

<ul class="summary-bullets"><li>Ives said one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.</li><li>Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45.</li><li>Last week, CEO Elon Musk said that the company has started offering robotaxi trips to the public in Austin without a safety driver.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said&nbsp;Tesla Inc. (TSLA) is entering what he sees as the most pivotal phase in its history, as attention shifts away from near-term vehicle deliveries and toward the company’s ambitions in autonomous driving and robotics.According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.<h2 class="st-heading-2">What To Look For In Earnings?&nbsp;</h2>According to Ives, one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.<blockquote>“This is the time for the autonomous robotics future for Musk. I think everyone is gonna be focused on the wayout in terms of how many cities Robotaxis plan to be in.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities&nbsp;</blockquote>Tesla stock traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45, according to Fiscal AI data. The company is scheduled to report Q4 earnings on Wednesday.&nbsp;<h2 class="st-heading-2">Robotaxi Momentum&nbsp;</h2>Last week, CEO Elon Musk said the company has started offering robotaxi trips to the public in Austin without a safety driver in the front seat, calling it a significant move in Tesla’s push toward fully self-driving vehicles.“Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the TeslaAI team!” Musk said in a post on the social media platform X.&nbsp;Tesla is shifting its focus toward artificial intelligence and robotics by investing more in self-driving technology and robots. The company believes its Full Self-Driving system will eventually let people drive without human control and support a future robotaxi service.TSLA stock has gained 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Brand new Tesla cars sit parked at a Tesla dealership

Dan Ives Reportedly Says Tesla Enters ‘Most Important Year Ever’ As Autonomy Takes Center Stage

According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.

Should You Invest in the iShares U.S. Consumer Discretionary ETF (IYC)?

<ul class="summary-bullets"><li>The firm expects growth to come from investments in original programming, live entertainment events, and gaming expansion.</li><li>According to a Bloomberg report, the stock trades at roughly 28 times expected earnings over the next 12 months.</li><li>Netflix is expected to report its fourth-quarter earnings on January 20.&nbsp;</li></ul>Goldman Sachs has reduced its price target for Netflix Inc. (NFLX) to $112 from $130 while maintaining a ‘Neutral’ rating on the stock as investors weigh the streaming giant’s shift toward potential acquisitions over core subscriber growth.The firm highlighted that the streaming giant’s stock has fallen roughly 27% since the company’s last earnings report.<h2 class="st-heading-2">Content And Technology Growth</h2>Goldman Sachs emphasised that the stock’s decline reflected concerns about prioritizing content-related acquisitions from Warner Bros. Discovery (WBD) over organic expansion.According to the firm, growth is expected to come from investments in original programming, live entertainment events, and gaming expansion.&nbsp;Goldman Sachs also pointed to improvements in the company’s technology infrastructure and the adoption of digital advertising as key drivers for revenue growth.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.3% lower in Friday’s premarket.&nbsp;However, on Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_082842_png_815b9083c4.webp" alt="NFLX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="930" height="100"><figcaption>NFLX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stock Performance And Valuation</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-09/netflix-stock-is-pricey-even-after-warner-bros-induced-selloff">report</a>, while Netflix stock has dropped significantly from its June 30 high, its current valuation is actually below its five-year average multiple of 34.&nbsp;The report also noted that the stock trades at roughly 28 times expected earnings over the next 12 months, higher than peers such as Walt Disney (DIS), Amazon (AMZN), and Alphabet (GOOGL).&nbsp;&nbsp;It drew attention to the fact that the market’s focus currently has shifted to the $82.7 billion potential Warner Bros. (WBD) acquisition, which would merge Netflix’s streaming platform with Warner Bros.’s content library and HBO Max.<h2 class="st-heading-2">Warner Bros. Acquisition&nbsp;</h2>After the Netflix-Warner Bros. deal was announced in December,&nbsp;Paramount Skydance made an all-cash offer of $30 per share, which would cover all of WBD, including its Global Networks division, stating it is ‘superior’ to Netflix’s deal.&nbsp;However, Warner Bros called Paramount’s offer “illusory,” adding that it cannot be completed before its current expiration date, reinforcing support for its merger with Netflix.Netflix is expected to report its fourth-quarter earnings on January 20. Analysts expect the company to post a revenue of $11.96 billion and earnings per share of $0.55, according to Fiscal AI data.&nbsp;NFLX stock has gained 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asp-isotopes-stock-surged-today-why-the-company-stands-to-gain-from-meta-nuclear-energy-deal-with-terra-power/cmU2hJCR4dX">ASP Isotopes Stock Surged Over 13% Today – Why The Company Stands To Gain From Meta’s Nuclear Energy Deal With TerraPower</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Goldman Sachs Trims Netflix Price Target Ahead Of Earnings – The New Level Still Leaves A Good Upside Potential

Goldman Sachs expressed concern about Netflix prioritizing content-related acquisitions from Warner Bros. Discovery (WBD) over organic expansion.

BofA clients sold equities last week as buybacks slow

Investing.com -- Bank of America (BofA) clients turned net sellers of U.S. equities last week, pulling $1.4 billion from the market despite a 1.5% gain in the S&P 500.

Stellantis N.V. (STLA) on Tuesday affirmed the first-half results it preannounced last week and reinstated the financial guidance it had suspended in April.Reinitiating the financial guidance, the legacy automaker said it expects higher net revenue for the second half of the year. The company also guided to low-single-digit adjusted operating income (AOI) profitability and improved industrial free cash flow.&nbsp;The guidance was withdrawn in April, citing “evolving tariff policies, as well as the difficulty in predicting possible impacts on market volumes and the competitive landscape.”The Franco-Italian-American company said it now expects a 2025 net tariff impact of 1.5 billion euros ($1.73 billion), of which 0.3 billion euros was incurred in the first half.&nbsp;Stellantis added that it “remains highly engaged with relevant policymakers, while continuing long-term scenario planning.”U.S. President Donald Trump on Sunday reached a framework agreement with the European Union (EU) regarding tariffs, alleviating some headwinds.&nbsp;In Tuesday’s early premarket session, <a href="https://stocktwits.com/symbol/STLA">Stellantis stock</a> fell 3.40% to $9.38. The stock is down about 21% year-to-date.On Stocktwits, sentiment toward the stock worsened to ‘neutral’ by early Tuesday from ‘bullish’ a day ago, while the message volume continued to remain ‘high.’<figure class="image"><img style="aspect-ratio:617/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_29_at_4_30_49_AM_png_795ca1898e.webp" alt="Screenshot 2025-07-29 at 4.30.49 AM.png" width="617" height="51"><figcaption>STLA sentiment and message volume as of 4:30 a.m. ET, July 29 | source: Stocktwits</figcaption></figure>A watcher, citing an analyst comment, said the second-half guidance was less optimistic than expected, particularly the free cash flow.<stembedurl>https://stocktwits.com/TheNew_Mr_Investor/message/622815269</stembedurl>CEO Antonio Filosa, who took over the reins in late May, said, “2025 is turning out to be a tough year, but also one of gradual improvement.”“Our new leadership team, while realistic about the challenges, will continue making the tough decisions needed to re-establish profitable growth and significantly improved results.”The company confirmed the preliminary first-half revenue of 74.3 billion euros, marking a 13% year-over-year (YoY) decline. The company attributed this weakness primarily to declines in North America and the enlarged European regions.The automaker reversed to a loss of 2.3 billion euros, which included a 3.3 billion-euro charge, from a profit of 5.6 billion euros the previous year. Sequentially, the company saw an improvement in shipments, AOI and industrial free cash flows, benefiting from an expanded product lineup, revitalized marketing, and strong inventory discipline.Issuing an update on&nbsp;the commercial recovery plan, Stellantis said it launched four models: the Citroën C3 Aircross, Fiat Grande Punto, Opel/Vauxhall Frontera, and Ram ProMaster Cargo battery electric vehicle (BEV) in the first half.It also revamped popular products, such as the Ram 2500 and 3500 Heavy Duty, the Citroën C4/C4X, and the Opel Mokka.The new products increased the EU30 market share by 127 basis points, leading to a significant improvement in American order books.It plans to launch 10 new models in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/india-dethrones-china-as-top-smartphone-shipper-to-us-in-q2-as-amid-apple-s-supply-chain-shift/cho9nzdR5UJ">India Dethrones China As Top Smartphone Shipper To US In Q2 As Apple’s Supply‑Chain Shift Gains Traction</a>

General view of Stellantis logo on the new Hybrid and PHEV Vehicles Stellantis Group eDCT Assembly Plant on April 10, 2024, in Turin, Italy. 

Stellantis Stock Slides Premarket As Auto Giant’s Reinstated Guidance Leaves Investors Unimpressed 

Stellantis N.V. (STLA) on Tuesday affirmed the first-half results it preannounced last week and reinstated the financial guidance it had suspended in April.

CEO Antonio Filosa, who took over the reins in late May, said, “2025 is turning out to be a tough year, but also one of gradual improvement.”


Chinese e-commerce giant Alibaba Group Holding Ltd. (BABA), which has a significant tech presence, has entered the artificial intelligence (AI)-powered smart glasses market, potentially competing with Meta Platforms (META).The Jack Ma-co-founded company previewed its Quark AI glasses, named after its AI assistant, at the World Artificial Intelligence Conference (WAIC) being held in Shanghai.“Alibaba is making its entrance into the future of wearables with the debut of Quark AI Glasses — its first-ever smart eyewear powered by Qwen and Quark’s multimodal AI,” the company said in a statement released via Alizila, the English news hub of the company.The Quark AI glasses would be sleek, lightweight, and loaded with useful features such as hands-free calling, real-time translation, music streaming, and even meeting transcriptions.&nbsp;“Designed for professionals, travelers, and tech enthusiasts, the glasses seamlessly connect with Alibaba’s ecosystem — from Amap navigation to Taobao price comparisons, Alipay payments, and Fliggy travel alerts — all via voice commands,” the Hangzhou-headquartered company said.The company said the AI glasses will launch in China by the end of 2025, adding that “Quark AI Glasses is designed to fulfill Alibaba’s mission to make AI relevant, always-on, and everywhere.”In Monday's early premarket session, <a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> was up nearly 2% at $122.38.Alibaba updated its Quark personal assistant this year, and it is now available as an app in China. A CNBC report stated that the company’s foray into hardware manufacturing may have been aimed at gaining more traction for the app.The AI smart glasses market is currently dominated by Meta, which built it in collaboration with Ray-Ban. Fellow Chinese firm Xiaomi launched its version earlier this year.&nbsp;Apple (AAPL) could launch AI-powered glasses in 2027, according to Taiwan-based analyst Ming-Chi Kuo.A report from SNS Insider stated that the AI smart glasses market could be worth $3.01 billion by 2032, growing at a compound annual growth rate (CAGR) of 11% between 2025 and 2032.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/semiconductor-stocks-on-radar-as-lutnick-says-us-probe-into-chips-imports-to-drop-2-weeks/choeikdR5D0">Semiconductor Stocks On Radar As Lutnick Says US Probe Into Chip Imports Will Drop In 2 Weeks — Retail Stays Hopeful</a>

2025/07/18: The "Alibaba" logo on a blue background at the 3rd China International Supply Chain Expo. 

Alibaba’s AI Glasses Are Coming For Meta — And They’re Packed With Features

The Quark AI glasses would be sleek, lightweight, and equipped with useful features such as hands-free calling, real-time translation, music streaming, and even meeting transcription capabilities.

Tesla, Inc.’s (TSLA) underperforming stock came under further pressure in extended trading on Wednesday after a double miss, punctuated by weakness at the electric-vehicle maker’s automotive business.Tesla was among the top five trending tickers on Stocktwits late Wednesday, with retail sentiment nose-diving to ‘bearish’ territory (35/100) by late Wednesday from the ‘neutral’ mood seen a day ago.As retail traders discussed the results, the message volume increased to ‘high’ levels.<figure class="image"><img style="aspect-ratio:618/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_23_at_11_51_47_PM_png_aa1bb08cae.webp" alt="Screenshot 2025-07-23 at 11.51.47 PM.png" width="618" height="54"><figcaption>TSLA sentiment and message volume as of 11:50 p.m. ET, July 23 | source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a>, which has lost nearly 18% year-to-date, fell 4.39% in overnight trading.&nbsp;Key numbers from the quarterly report for the second quarter of the second quarter of 2025 are as follows:<ul style="list-style-type:disc;"><li>Adjusted earnings per share (EPS): $0.40 vs. $0.52 year-ago</li><li>Revenue: $22.50&nbsp;billion vs. $25.50&nbsp;billion (down 12% YoY)</li><li>Automotive revenue: $16.66&nbsp;billion vs.$19.88&nbsp;billion (down 16% YoY)</li><li>Energy generation &amp; Storage: $2.79&nbsp;billion vs. $3.01&nbsp;billion (down 7% YoY)</li><li>Gross margin: 17.2% vs. 18%</li></ul>&nbsp;The adjusted EPS trailed the Fiscal.ai-compiled consensus of $0.41, but revenue beat the mean analysts’ estimate of $22.13 billion.The YoY revenue drop, the biggest since the third quarter of 2012,&nbsp; came about due to declines in EV deliveries and the average selling price, as well as lower regulatory credit. The company stated that these factors impacted profitability, along with higher operating expenses related to artificial intelligence (AI) and other research and development (R&amp;D) projects.On the earnings call, CFO Vaibhav Taneja flagged potential adverse&nbsp;effects for the energy business from President Donald Trump’s “one big, beautiful” bill (through expiration of energy credit) and tariffs.In a statement, Tesla said, “Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics, and related services.”The company stated that it had produced its first builds of the more affordable version in June, with volume production expected in the second half of 2025. The Tesla Semi and&nbsp;Cybercab (a two-passenger, fully autonomous EV designed for the robotaxi service) are slated for volume production in 2026.Offering an update on the robotaxi launch, CEO Elon Musk stated on the earnings call that the company would “greatly increase” the Austin service area&nbsp;beyond what&nbsp;the competition is doing in a couple of weeks, according to a Transcript made available&nbsp;by Koyfin.He also flagged the likelihood of securing regulatory permission to launch in the Bay Area, Nevada, Arizona, Florida, and&nbsp;several other locations.Comparing robotaxi service with Alphabet, Inc.’s (GOOGL) Waymo, Musk said, “Tesla is actually much better than Google by far and … anyone at real-world AI.”&nbsp;&nbsp;Alphabet CEO Sundar Pichai, meanwhile, said on the company’s earnings call that Waymo “launched in Atlanta, more than doubled its Austin service territory, and expanded its Los Angeles and San Francisco Bay Area territories by approximately 50%.”Pichai also said the company is testing across more than 10 cities this year, including New York and Philadelphia.Retail chatter around Tesla earnings was bordering on bearishness. One user braced for a “bloodbath” on Thursday.<stembedurl>https://stocktwits.com/SirBullsAlot/message/622216373</stembedurl>Pointing to Musk’s comments on the earnings call about the next few quarters being rough, a user questioned the logic behind people buying the stock.<stembedurl>https://stocktwits.com/Guntz/message/622213772</stembedurl>While answering analysts’ questions, Musk said the next few quarters, probably up to the second quarter of 2025, could be rough. “But once you get to autonomy at scale in the second half of next year, certainly by the end of next year, I think I would be surprised if Tesla's economics are not very compelling,” he added.The Koyfin-compiled consensus price target of $305.05 for the Tesla stock implies further downside (8.27%) from Wednesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's note: This copy has been updated to clarify that Tesla began production of its more affordable models in June.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-ceo-sundar-pichai-hails-standout-q2-as-ai-powers-growth-across-divisions/ch8yiiLR5ua">Alphabet CEO Sundar Pichai Hails ‘Standout’ Q2 As AI Powers Growth Across Divisions — Retail Cheers Rising Google Search Momentum</a>

In this photo illustration, a Tesla logo is seen displayed on a smartphone with the image of Elon Musk in the background. 

Elon Musk Warns Of ‘Rough’ Quarters Ahead For Tesla, But ‘Affordable’ EV Hopes Cushion Stock Slide: Retail Mood Nosedives 

The YoY revenue drop, the biggest since the third quarter of 2012,  came about due to declines in EV deliveries and the average selling price, as well as lower regulatory credit.

BlackRock Institutional Trust Company N.A. - iShares U.S. Consumer Discretionary ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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