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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

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 Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

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 after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

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 shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

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 actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

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 trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

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Aurora Mobile Partners With Fenbeitong On Enterprise Messaging

Aurora Mobile's JPush is being integrated into Fenbeitong's expense platform to improve real-time, targeted enterprise messaging across China.read more...

Aurora Mobile (JG) shares&nbsp;rose 2.5%&nbsp;in Thursday’s premarket after the company surpassed a major financial milestone in its push into global markets.The company said its international cumulative contract value has crossed RMB100 million ($13.8 million) by the end of the first quarter (Q1) in 2025.&nbsp;The China-based marketing and customer engagement firm continues to accelerate its overseas expansion through its signature product, EngageLab.EngageLab is a platform launched in 2022 to serve international clients. It was designed with an emphasis on real-world applications and customized technical solutions and has drawn users from 37 different countries and territories.&nbsp;Its widespread adoption has enabled the company to reduce reliance on its home market while strengthening its strategic footprint worldwide.Aurora Mobile finalized new overseas agreements totaling more than RMB50 million during Q1. The company will recognize the associated revenue over time, based on the specific conditions and durations outlined in each contract.The rapid increase in contract value reflects rising demand for integrated messaging and marketing tools tailored to global digital businesses.“Breaking through RMB50 million in contract value for our overseas business in a single quarter is a historic milestone for our company. This achievement reflects the growing global recognition of EngageLab and its competitive advantage in multi-channel user engagement solutions,” said Chairman and CEO, Weidong Luo.Aurora Mobile’s international strategy mirrors moves made by other Chinese tech firms looking to mitigate risks from a slowing domestic economy.&nbsp;The company expects Q1 revenue growth of 35% to 40% year-on-year, to&nbsp;RMB87.0 million to RMB90.0 million, well above the previous guidance of RMB74.0 million to RMB77.5 million.On Stocktwits, retail sentiment around Aurora Mobile remained in ‘extremely bullish’ territory.<figure class="image"><img style="aspect-ratio:632/75;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_22_070209_png_79e93a5308.webp" alt="JG's Sentiment Meter and Message Volume as of 07:15 a.m. ET on May 22, 2025 | Source: Stocktwits" width="632" height="75"><figcaption>JG's Sentiment Meter and Message Volume as of 07:15 a.m. ET on May 22, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/JG">Aurora Mobile</a> stock has added 44.8% year-to-date and more than tripled in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-smashes-111000-k-as-record-rally-rolls-on/ch095XBRbpB">Bitcoin Smashes $111,000 As Record Rally Rolls On — And Retail Traders Can’t Get Enough</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Exchange Rate: 1 RMB = 0.14 USD

Aurora Mobile’s Global Contracts Surge Past $13M: Retail’s Exuberant 

The surge was driven by the company’s EngageLab platform, which boosted its international market presence.

Equity

The surge was driven by the company’s EngageLab platform, which boosted its international market presence.


Aurora Mobile Ltd. is a holding company, which engages in the provision of Software-as-a-Service (SAAS) Businesses such as developer services, financial risk management, market intelligence, and location-based intelligence services. The company was founded by Wei Dong Lou and Chen Fei in 2011 and is headquartered in Shenzhen, China.

Aurora Mobile Ltd - ADR

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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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