SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending after a $175 million private equity placement caused an initial stock drop, with the community actively debating whether the dilution is an overreaction or a strategic move that provides capital for significant growth initiatives and positions the company for anticipated NASA contracts.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending after a substantial Q4 earnings beat, driven by surging USDC adoption and revenue, which has ignited bullish enthusiasm for its future potential and a potential short squeeze, while some investors remain wary of regulatory hurdles and valuation.

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 a prominent trending topic, fueled by strong community conviction in its innovative cancer therapy, Anktiva, which is driving a belief in an impending short squeeze amid high short interest and anticipation of upcoming regulatory milestones and clinical updates.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is experiencing extreme volatility following revised guidance that anticipates a significant near-term revenue decline due to issues with acquisition costs and algorithm changes. This has ignited a fierce debate within the community, with many investors seeing a deep value opportunity given the company's cash reserves and buyback plan, while others voice concerns over the business outlook and allegations from a recent short report.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is soaring after its nomlabofusp program received FDA Breakthrough Therapy Designation for Friedreich's ataxia, fueling significant community excitement around its potential for accelerated approval and driving speculation of high price targets and a possible big pharma buyout.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is surging after delivering strong earnings and an optimistic fiscal outlook, fueling bullish sentiment around its expansion and triggering a short squeeze. The community is sharply divided, with bulls emphasizing growth potential and analyst upgrades, while bears caution against its high valuation and mixed underlying fundamentals compared to competitors like Chipotle.

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 is experiencing a sharp sell-off despite beating Q4 earnings estimates, as investors grapple with the company's fiscal 2027 outlook and intensified debate over AI's potential disruption to the broader enterprise software sector.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as the community debates its innovative GaN and SiC power platforms for next-gen AI data centers and grid infrastructure, with optimism for future contracts from hyperscalers like NVIDIA clashing against concerns over recent revenue declines and the current absence of major, confirmed orders.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is the focus of intense market discussion ahead of its impending earnings report, with widespread anticipation that its results will heavily influence the direction of the broader AI and tech sectors. Community sentiment is sharply divided, speculating whether a likely earnings beat will propel the stock to new highs or lead to a "sell the news" event, compounded by high options volatility.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is generating buzz with its aggressive deployment of institutional privacy features via EY Nightfall and a new Web2-to-Web3 SDK (Starkzap), alongside rising DeFi metrics and strategic cross-chain expansions to Solana, solidifying its position as a technically advanced, long-term infrastructure play for a quantum-resistant and scalable future.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<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

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

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?

Current Price	$101.80
Prev Close	$101.81
Open	$101.85
Dividend Yield	N/A
50-Day Moving Average	$104.04
Beta	N/A
Avg. Volume	171,920.70
PE Ratio	N/A

52-Week High	$107.36
52-Week Low	$77.66
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

IYC
iShares U.S. Consumer Discretionary ETF

Feed

News

Sentiment

Fundamentals

Info

Latest IYC News

IYCiShares U.S. Consumer Discretionary ETF