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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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<ul class="summary-bullets"><li>After about 10 months of starting treatment with Adzynma, the presence of neutralizing antibodies was identified in the patient who died, the FDA said.&nbsp;</li><li>The FDA is now investigating the risk of development of neutralizing antibodies with serious, including life-threatening or fatal, outcomes following treatment with Adzynma.</li><li>The agency noted that neutralizing antibodies were not reported in clinical trials.</li></ul>The U.S. Food and Drug Administration (FDA) said on Friday that it is investigating the death of a patient treated with Adzynma.Adzynma, a man-made enzyme therapy manufactured by Takeda Pharmaceuticals (TAK), is approved for adult and pediatric patients with congenital thrombotic thrombocytopenic purpura (cTTP), also known as Upshaw-Schulman syndrome. It is a rare inherited disorder characterized by a severe deficiency of the ADAMTS13 enzyme.The death of a pediatric cTTP patient appears to be related to Adzynma, the FDA <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/vaccines-blood-biologics/safety-availability-biologics/fda-investigating-death-due-neutralizing-antibodies-adamts13-following-adzynma-treatment-congenital">said</a>.<h2 class="st-heading-2">Findings And Further Probe</h2>Before starting Adzynma treatment, the patient had severe allergic reactions to fresh frozen plasma, the FDA noted. After about 10 months of starting treatment with Adzynma, the presence of neutralizing antibodies was identified.However, the agency also noted that current assays cannot differentiate the neutralizing antibodies to man-made enzyme therapy from the neutralizing antibodies to the body’s own enzymes. The agency also added that it has received other reports of neutralizing antibodies in patients treated with the drug since approval.The FDA is now investigating the risk of development of neutralizing antibodies with serious, including life-threatening or fatal, outcomes following treatment with Adzynma. The agency noted that neutralizing antibodies were not reported in clinical trials and that the current labeling does not include the risk of serious and fatal outcomes.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TAK stayed within the ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/TAK">TAK stock</a> has gained 8% this year and about 7% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/novo-obesity-drug-patients-granted-compensation-in-denmark-over-rare-eye-disease-linked-to-wegovy-ozempic/cLPMqfwREOY">Novo’s Obesity Drug Patients Granted Compensation In Denmark Over Rare Eye Disease Linked To Wegovy, Ozempic</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Takeda Pharmaceutical Company, building exterior with company sign, 500 Kendall Street, Cambridge, Massachusetts, USA. (Photo by: Plexi Images/GHI/UCG/Universal Images Group via Getty Images)

Takeda Pharmaceuticals’ Genetic Disease Therapy Under FDA Probe After Pediatric Patient Dies

 The death of a pediatric congenital thrombotic thrombocytopenic purpura patient appears to be related to Adzynma, the FDA said. 

Equity

 The death of a pediatric congenital thrombotic thrombocytopenic purpura patient appears to be related to Adzynma, the FDA said. 


Retail sentiment around Anheuser-Busch InBev (ABI),&nbsp;the maker of Budweiser and Corona beers, ticked higher, even as a weak quarterly report sent its shares sliding on Thursday.<a href="https://stocktwits.com/symbol/BUD">BUD's U.S.-listed shares</a> dropped over 13%&nbsp;in the previous session, marking their worst day in over five years.On Stocktwits, retail sentiment&nbsp;shifted to 'extremely bullish' by early Friday, up from 'bullish' the day before, as traders&nbsp;viewed the slide as an overreaction and saw it as a buying opportunity. Message volume for BUD rose 1,200% in the past 24-hour period, among the highest for a consumer stock.<figure class="image"><img style="aspect-ratio:1256/156;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_01_at_12_48_05_PM_png_fd95800c98.webp" alt="Screenshot 2025-08-01 at 12.48.05 PM.png" width="1256" height="156"><figcaption>BUD sentiment and message volume as of August 1 | Source: Stocktwits</figcaption></figure>"Not a fan of the company, but this drop is a bit unjustified," said one user<stembedurl>https://stocktwits.com/Reddiot/message/623258303</stembedurl>Another said: "$BUD Buying dat dip, 10% discount? Thank you!" A third user shared a technical chart showing the stock hitting a key long-term support level.<stembedurl>https://stocktwits.com/stocksailor23/message/623228047</stembedurl><stembedurl>https://stocktwits.com/theoptionsplug/message/623173574</stembedurl>AB InBev said revenue grew 3% organically in the second quarter, below market expectations of 3.2% growth. Organic sales volumes, however, were down 1.9%,&nbsp;primarily due to weak sales in Brazil and China, marking the&nbsp;ninth consecutive quarter of declining beer sales.&nbsp;That was significantly below the 0.3% decline analysts had expected.Organic operating profit increased by 6.5%, ahead of analysts' forecasts of 5.7%.The world's largest brewer also reported weaker-than-expected volumes in Europe and the Middle East,&nbsp;which led to disappointment in all regions except North America.A rebound in the home market comes even as beer demand softens in the region. Bank of America has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bof-a-downgrades-miller-lite-brewer-molson-coors-amid-softness-in-us-beer-sales/chmZESFRReS">predicted</a> that U.S. beer volumes will shrink by 4% next year, steeper than its earlier prediction of 1% decline.In early July, AB InBev&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/budweiser-maker-ab-inbev-plans-300m-investment-to-expand-us-production/chi8fifRbZd">announced</a> plans to invest $300 million in its U.S. manufacturing operations this year, aligning with the Trump administration's broader push for domestic production.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/Starbucks-china-operations-jd-tencent-kkr-among-potential-investors/chr3YU9RdGt">Starbucks China Operations: JD, Tencent, KKR Among Potential Investors To Submit Bids - Report</a>

In this photo illustration, Budweiser beer bottles are seen displayed. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Budweiser Maker’s Stock Gets Crushed After Q2 Gloom — Retail Traders Feel 'Drop Is A Bit Unjustified'

U.S.-listed shares of the world's largest brewer marked their worst day in over five years after the company missed revenue and volume estimates.

Anheuser-Busch InBev (BUD) on Monday announced plans to invest $300 million in its U.S. manufacturing operations this year, aligning with the Trump administration's broader push for domestic production.As part of the investment, the brewer of the popular Budweiser beer will also set up a new plant in Columbus, Ohio."Anheuser-Busch has been a shining example of what 'Made in America' means, and their latest investment of $300 million builds on their longtime commitment to grow our workforce and expand U.S. manufacturing," U.S. Labor Secretary Lori Chavez-DeRemer said, according to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.anheuser-busch.com/newsroom/anheuser-busch-announces-new-300-million-investment-in-manufacturing-operations-across-the-US">statement</a> from the company on Monday.The company earlier stated it was increasing investment in core brands like Budweiser and focusing more on driving at-home consumption, as spending in venues like bars continues to face pressure.Anheuser-Busch is originally an American company, founded in St. Louis, Missouri, which remains the home of its U.S. operations.Anheuser-Busch and a Belgian-Brazilian beverage conglomerate InBev merged in 2008 to form Anheuser-Busch InBev or AB InBev.On Stocktwits, the retail sentiment turned to 'bullish' from 'neutral' the previous day.<figure class="image"><img style="aspect-ratio:568/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_13_at_1_00_47_PM_png_61e53222de.webp" alt="Screenshot 2025-05-13 at 1.00.47 PM.png" width="568" height="62"><figcaption>BUD sentiment and message volume as of May 12 | Source: Stocktwits</figcaption></figure>A bullish user said they were "all in on $BUD" because of its global presence and partnerships with key events, including the World Cup.<stembedurl>https://stocktwits.com/bullbearpro/message/614331283</stembedurl>The company's U.S.-listed shares are up 32.4% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Budweiser Maker AB InBev Plans $300M Investment To Expand US Production: Retail Turns Bullish

As part of the plan, the company will also open a new plant in Ohio.

Tidal Trust I - Adasina Social Justice All Cap Global 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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