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Applied Digital Corporation

Applied Digital is experiencing a significant surge in investor interest following the announcement of a massive new multi-billion dollar, 15-year lease agreement with a major hyperscaler for its fourth data center campus. The community is actively discussing the stock's strong execution in the AI infrastructure sector, highlighting a significant backlog of contracted revenue and the potential for a mechanical short squeeze as market sentiment shifts heavily toward a bullish outlook.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is facing intense volatility as investors weigh a strong Q1 earnings beat and bullish Q2 delivery guidance against broader market concerns and persistent allegations of share price manipulation. While the community is debating whether the stocks current valuation represents a deep-value buying opportunity following consistent quarterly profitability, many retail investors remain frustrated by the stock's stagnant price action relative to its improving fundamentals.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense community speculation following a major surge triggered by its recent IPO, with investors heavily debating whether the stock is a high-growth opportunity backed by strategic partnerships with major automakers or a classic pump-and-dump scheme. The community is actively tracking technical support levels, analyzing massive volume spikes, and bracing for continued short-squeeze potential while closely monitoring the stock's wide price swings.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently trending as investors debate the sustainability of its rapid valuation growth amidst a broader semiconductor sector pullback and concerns over insider selling. While community sentiment is split between bullish long-term outlooks on its role in AI infrastructure and skepticism regarding its high price-to-earnings ratio, the stock remains a central focus for traders monitoring institutional flows and technical breakouts.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following a proposed $100 million equity-backed investment from the U.S. government, sparking intense debate between bulls citing national strategic importance and bears pointing to fundamental concerns regarding low revenue and share dilution. The community remains deeply divided, with active discussion focusing on whether this government endorsement signals a long-term sector mandate or merely a volatile momentum play for speculative traders.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are facing intense selling pressure following a double-beat earnings report, as investors focus on a 17% workforce reduction and concerns regarding competitive pricing headwinds. The community is sharply divided between those viewing the decline as a major buying opportunity due to strong fundamentals and share buybacks, and those fearing structural disruption from AI alternatives impacting the company's core tax software business.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the announcement of a 1 billion dollar government grant to establish a domestic quantum chip foundry, sparking intense discussion among investors regarding the company's long-term leadership in quantum computing. The market sentiment is divided, with some community members viewing the funding as a major validation of IBM's strategic pivot to AI and quantum infrastructure, while others remain skeptical about the stock's recent performance and are debating potential entry points for a long-term hold.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is seeing intense community speculation ahead of its upcoming earnings report, with traders debating whether a recent surge in bullish call buying reflects a potential breakout or an orchestrated trap. Investors are heavily focused on the company's growth catalysts, including the removal of day-trading restrictions and a substantial share buyback program, while contending with stagnant price action near key support levels.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant investor attention driven by high trading volume, recent FedRAMP government re-certification, and community optimism surrounding its QNX software integration in emerging fields like physical AI and robotics. Long-term shareholders are actively debating the company's growth potential and its evolving role in mission-critical edge computing, with many viewing the current price action as a key consolidation phase.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently in focus as investors analyze the retailer's latest earnings and annual guidance, while debating whether its valuation remains sustainable amidst persistent consumer cost pressures and broader economic volatility. The community is actively discussing the company's role as a consumer bellwether, its pivot toward high-margin advertising and membership revenue, and its ability to maintain resilience despite shifting discretionary spending patterns.

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Brokers Suggest Investing in JD.com (JD): Read This Before Placing a Bet

The average brokerage recommendation (ABR) for JD.com (JD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Here is What to Know Beyond Why JD.com, Inc. (JD) is a Trending Stock

JD.com (JD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

<ul class="summary-bullets"><li>Nvidia CEO Jensen Huang is in China as part of a delegation led by U.S. President Donald Trump.</li><li>The two-day summit is expected to address issues including trade, the Iran war, and Taiwan.</li><li>Stocktwits sentiment for NVDA remained ‘extremely bullish.’</li></ul>Nvidia shares inched over 2% higher in early premarket trading on Thursday, extending their rally, as investors tuned into news from China, where U.S. President Donald Trump and top tech executives, including the chipmaker’s CEO Jensen Huang, are holding bilateral talks with Chinese leadership.Chatter on Stocktwits indicated that retail investors see Huang’s last-minute&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-rallies-as-ceo-jensen-huang-arrives-in-china-traders-eye-china-sales-revival-ahead-of-earnings/cZX1hvIRe1R">entry</a> as a potentially crucial catalyst for the company, particularly if it helps secure a breakthrough in the trade deadlock that has blocked Nvidia server sales to Chinese customers.With meetings underway in Beijing, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/">reported</a>, citing its sources, that the U.S. Commerce Department has approved the sale of Nvidia’s H200 to as many as 10 Chinese firms. The list includes Alibaba, Tencent, ByteDance, and&nbsp;JD.com.Alibaba’s U.S.-listed shares declined 3.4% in the premarket session, while JD’s stock fell nearly 2%A handful of distributors, including Lenovo and Foxconn, have also been approved, according to the report. Buyers can purchase either directly from Nvidia or through intermediaries, and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, according to Reuters.Meanwhile, Huang told ​state broadcaster CCTV ‌on Thursday that he hoped ​Trump and his Chinese ​counterpart Xi Jinping would ⁠build on their ​good relationship during talks ​in Beijing to improve two-way ties.<h2 class="st-heading-2">Retail View On NVDA</h2>On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA</a> held firmly in the ‘extremely bullish zone, unchanged since last week, with several traders expecting the stock to rally ahead of Nvidia’s quarterly report next week.“$NVDA going up on china speculation is crazy…this is a $250 stock minimum with no china revenue,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Notsad21/message/653314891">said</a> a trader.<h2 class="st-heading-2">NVDA’s China Pressures</h2>Investor sentiment and gains across semiconductor stocks have surged to record highs lately. Until recently, Nvidia, the sector’s standout player, has curiously lagged behind. Among other factors, the erosion in the company’s business in China due to U.S. export restrictions has been a key overhang.Huang recently said Nvidia’s revenue from China has effectively dropped to zero, reiterating the detail from the company’s latest results. Just two years ago, Nvidia was a dominant chip supplier in the region, accounting for $25 billion in market sales, or 32% of the company’s total revenue in 2024.Nvidia shares gained 14% in April. In comparison, the iShares Semiconductor ETF (SOXX) rallied 40.4%, recording its best month on record.However, NVDA has picked up steam lately. As of Wednesday, the stock had risen for six straight sessions, for a total of 15%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang waves as he prepares to depart following a welcome ceremony at the Great Hall of the People on May 14, 2026 in Beijing, China. (Photo by Alex Wong/Getty Images)

NVDA Stock Jumps Premarket: US Reportedly Clears H200 Chip Sales To 10 China Firms

The U.S. Commerce Department has cleared Nvidia server sales to Alibaba, Tencent, JD.com, and ByteDance, among others, according to a Reuters report.

Equity

The U.S. Commerce Department has cleared Nvidia server sales to Alibaba, Tencent, JD.com, and ByteDance, among others, according to a Reuters report.


<ul class="summary-bullets"><li>Top Chinese companies, including Alibaba, PDD, NetEase, and JD.com, traded in the green on Wednesday.</li><li>Smaller Chinese names like Dreamland Limited, Oriental Culture, and Antelope Enterprise are among the double-digit percentage gainers.</li><li>Trump and Xi's meeting comes after almost a decade amid a geopolitical crisis that has driven up energy prices and disrupted supply chains.</li></ul>Shares of Chinese companies listed in the U.S. are climbing amid broader optimism ahead of the highly anticipated Trump-Xi summit, as the leaders of two of the world’s largest economies come to the table to discuss trade deals, policies, and national security.According to data from Stock Analysis, among 339 U.S.-listed Chinese companies, over half were trading in green before midday on Wednesday.Shares of Alibaba (BABA), PDD (PDD), NetEase (NTES), and JD.com (JD), which also have significant U.S. exposure, are trading with 3% to 7% gains. It is notable that BABA stock was down after earnings on Wednesday, but has since reversed course amid the positive sentiment currently surrounding the summit. With the exception of JD.com, the rest of the group has underperformed the S&amp;P 500 so far this year.The biggest double-digit percentage gainers among Chinese companies listed in the U.S. include Dreamland Limited (TDIC), Oriental Culture Holding (OGC), Antelope Enterprise Holdings (AEHL), Jiuzi Holdings (JZXN), and VNET Group (VNET), which are up between 25% to 67%.<h1 class="st-heading-1">Trump-Xi Summit In Focus</h1>The summit between U.S. President Donald Trump and his Chinese counterpart Xi Jinping had earlier been postponed due to the ongoing geopolitical conflict between the U.S. and Iran, which has increased energy prices and disrupted global supply chains.However, all eyes will now be on the progress of the discussions between the two superpowers, which could provide global markets with some clarity on what lies ahead for businesses with exposure to both nations. The last time Trump met Xi was in 2017, during his first presidency.Among other topics, the summit will likely discuss the war, as China is Iran’s biggest oil customer, and AI infrastructure, especially with the last-minute addition of Nvidia CEO Jensen Huang.Trump’s entourage consists of the top executives from Magnificent 7 companies, Nvidia, Tesla, and Apple; CEOs of Boeing and GE Aerospace, heads of the world’s largest asset managers Blackrock and Blackstone, and senior financial industry executives from Citi, Goldman Sachs, Visa, and Mastercard, among others.<h1 class="st-heading-1">What Retail Thinks About The Summit</h1>On Stocktwits, multiple users anticipate the summit will result in new deals. One user wrote that any Chinese tech deal with the U.S. will certainly involve Alibaba.<stembedurl>https://stocktwits.com/rimpoche/message/653240221</stembedurl>Another user noted that Nvidia's growth will explode if it sells to China.<stembedurl>https://stocktwits.com/ISellUOptions/message/653206019</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump walks to his motorcade as he is greeted by Chinese officials at Beijing Capital International Airport. (Photo by Alex Wong/Getty Images)

Chinese Stocks Fire Up Ahead Of Highly-Anticipated Trump-Xi Summit – NVDA, BABA Draw Retail Cheer

More than half of the Chinese listed companies trading in the U.S. are climbing in the current trading session.

CPI Comes in Line With Expectations

CPI Inflation Rate Heats Up to +3.8%

We can see clearly how disruptions in the Strait of Hormuz have affected energy prices: +3.8% overall, +5.4% for gasoline.

JD.com's Growth Stays Hot, But Aggressive Spending Squeezes Margins

JD.com (NASDAQ: JD) tops Q1 2026 estimates with $45.77B revenue. Adjusted EPS of $0.74 beats expectations despite rising marketing costs.read more...

<ul class="summary-bullets"><li>First quarter revenue increased 4.9% to RMB 315.7 billion, or $45.77 billion, beating estimates.</li><li>Adjusted earnings per American Depository Share were $0.74, ahead of estimates.</li><li>JD Retail unit generated operating income of RMB 15 billion on sales of RMB 268.59 billion.</li></ul>Chinese online marketplace operator JD.com (JD) posted a profit and revenue beat for the first quarter on Tuesday, as its core e-commerce business benefited from partnerships with leading home appliance brands, which helped drive sales across various product categories.At the time of writing, the company's American Depository Shares were up nearly 2% in premarket trading.<h1 class="st-heading-1">JD Retail In Focus</h1>The company said JD Retail’s profitability reached record levels in the first quarter (Q1), despite a challenging operating environment, generating operating income of RMB 15 billion on sales of RMB 268.59 billion.“This performance was anchored by the steady progress of JD Retail, as general merchandise categories and high-margin businesses, including marketplace and marketing revenues, continued to outperform,” the company said in a statement.JD highlighted that its deepened tie-ups with popular consumer electronics names such as Midea, Haier, Hisense, and TCL helped the online retailer reach new customers.<h1 class="st-heading-1">JD Q1 Earnings Fineprint</h1>In the first quarter (Q1), revenue increased 4.9% to RMB 315.7 billion, or $45.77 billion, ahead of the $45.57 billion estimate polled by Fiscal AI.The company’s adjusted earnings per American Depository Share (EPADS) were $0.74, topping the $0.74 per share estimate.<h1 class="st-heading-1">What Retail Traders Think Of JD Stock</h1>On Stocktwits, retail sentiment about JD turned ‘neutral’ from ‘bearish' amid ‘high’ message volumes over the last 24 hours.One user on the platform said the Q1 print was good.<stembedurl>https://stocktwits.com/NRG8/message/653046923</stembedurl>JD stock has gained 6.4% so far this year but has lost 15.3% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The JD.com logo is displayed on a smartphone screen in this photo illustration. (Photo by Jonathan Raa/NurPhoto via Getty Images)

JD.com’s Retail Engine Is Getting More Profitable – And Traders Are Paying Attention

The company’s results benefited from strengthened partnerships with leading home appliance makers, which drove sales growth in its core unit.

JD.com Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

JD.com, Inc. (NASDAQ: JD) to release Q1 earnings on May 12. Analysts expect earnings of 50 cents/share, up from 3 cents last year. Stock rose 1.3% on Monday. Analysts' ratings and price targets...

Should You Hold or Fold Alibaba Stock Ahead of Q4 Earnings?

BABA heads into Q4 earnings with rising revenue estimates but steep profit declines, heavy subsidies and AI-driven spending clouding the near-term outlook.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.84	--	--	N/A
Q1 '26	$0.53	$0.75	41.48%	BEAT
Q4 '25	$0.05	$0.09	62.11%	BEAT
Q3 '25	$0.39	$0.54	39.63%	BEAT
Q2 '25	$0.56	$0.70	23.77%	BEAT

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JD.com Inc - ADR

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