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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is a major talking point as the community fervently debates the potential for a significant price surge, fueled by speculation around high short interest and perceived market manipulation. Investors are closely scrutinizing factors like store adjustments and the company's substantial cash reserves, while many anticipate a transformative catalyst such as a share buyback or the return of key influential figures. Divergent opinions persist, with some emphasizing deep value and others expressing impatience over the stock's trajectory.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta (KTA) is drawing significant attention for its high-performance, compliance-first infrastructure, recently boosted by a strategic integration offering seamless fiat on-ramps. The community is actively discussing its potential as an undervalued foundational layer, poised to become essential global financial plumbing for regulated settlement and cross-chain interoperability.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant upward momentum, driven by strong institutional buying and analyst upgrades, with many predicting it is in an "AI memory supercycle" fueled by demand for High-Bandwidth Memory. While bulls celebrate new all-time highs and a seemingly undervalued forward PE, skeptics anticipate a significant pullback due to the stock's rapid rise and historical cyclicality of the memory sector.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevron is trending due to the recent capture of Venezuelan President Maduro and President Trump's statements regarding US oil company involvement in Venezuela's vast oil reserves. The community is highly optimistic about CVX, given its unique position as the only major US oil company currently operating there under a special license, anticipating significant upside potential as geopolitical developments unfold, though some discussions highlight concerns about potential oversupply and infrastructure hurdles.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending amidst a renewed Bitcoin rally and high short interest, fueling expectations for a significant short squeeze. The community is actively discussing the company's strategic pivot into AI/High-Performance Computing data centers, with many anticipating substantial contract announcements, though some remain critical of management's progress on these initiatives.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is trending amidst widespread speculation that its advanced AI and data analytics platforms were instrumental in a recent high-profile US military operation in Venezuela. This has ignited strong bullish sentiment, with discussions centering on potential new government contracts and its critical national security capabilities. However, a significant portion of the community remains cautious, emphasizing the stock's high valuation and debating the long-term impact of such an event on its fundamental trajectory.

Exxon Mobil Corp. engages in the exploration, development, and distribution of oil, gas, and petroleum products. It operates through the following segments: Upstream, Energy Products, Chemical Products, and Specialty Products. The Upstream segment organizes the exploration of crude oil and natural gas. The Energy Products segment includes fuels, aromatics, and catalyst and licensing. The Chemical Products segment offers petrochemicals. The Specialty Products segment provides finished lubricants, basestocks and waxes, synthetics, and elastomers and resins. The company was founded by John D. Rockefeller in 1882 and is headquartered in Spring, TX.

Exxon Mobil Corp.

Exxon Mobil Corp

ExxonMobil is trending as market participants anticipate the energy giant will significantly benefit from recent geopolitical developments in Venezuela, potentially gaining access to the nation's immense oil reserves. The community is buzzing with talk of a major breakout for XOM, fueled by expectations that US oil companies will play a key role in rebuilding and profiting from the world's largest crude supplies. This excitement is driving conversation around the broader energy sector's potential upside.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is generating significant buzz following its record-breaking delivery numbers and strong quarterly performance, positioning the company closer to profitability and a major cumulative production milestone. Despite this operational strength, community discussion is dominated by frustration over perceived stock price manipulation and a valuation disconnect, particularly when considering its innovative battery swapping network and global expansion.

Litecoin is a peer-to-peer cryptocurrency created by Charlie Lee. It was created based on the Bitcoin protocol but differs in terms of the hashing algorithm used. Litecoin uses the memory intensive Scrypt proof of work mining algorithm. Scrypt allows consumer-grade hardware such as GPU to mine those coins.  Why Litecoin? Litecoin is a cryptocurrency that has evolved from Bitcoin after its own popularity in the industry, this alternative, or ‘altcoin’ has emerged to allow investors to diversify their digital currency package, according to Investopedia. Litecoin is one of the most prominent altcoins and was created by former Google employee and Director of Engineering at Coinbase, Charlie Lee. Litecoin was the first to alter Bitcoin and the most significant difference is that it takes 2.5 minutes for Litecoin to generate a block, or transaction, in comparison to Bitcoin's 10 minutes.  ‘While this matters little to traders, miners who use hardware to run Bitcoin's network cannot switch over to Litecoin. This keeps bigger mining conglomerates away from Litecoin because they cannot easily optimize their profits by swapping to another coin, contributing to a more decentralized experience. Litecoin also has bigger blocks, and more coins in circulation, making it more affordable and swift when transacting,’ Investopedia explained.  As explained above, Litecoin can transact a lot faster than Bitcoin, but there are also a number of other characteristics that investors need to know before trading. Litecoin can handle higher volumes of transactions because of the capability of transacting faster and if Bitcoin attempted to transact on the scale of its altcoin, a code update would be needed. However, Litecoin’s blocks would be larger, but with more ‘orphaned blocks'. The faster block time of litecoin reduces the risk of double spending attacks - this is theoretical in the case of both networks having the same hashing power.  Litecoin Technical Details: The transaction confirmation time taken for Litecoin is about 2.5 minutes on average (as compared to Bitcoin's 10 minutes). The Litecoin network is scheduled to cap at 84 million currency units.   Litecoin has inspired many other popular alternative currencies (eg. Dogecoin) because of its Scrypt hashing algorithm in order to prevent ASIC miners from mining those coins. However it is said that by the end of this year, Scrypt ASIC will enter the mass market.

Litecoin

Litecoin is actively trending with a polarized community, as many anticipate a significant breakout based on technical indicators and potential new features like Drivechains. However, other participants express concern over its perceived underperformance, often comparing its established 'digital silver' role to newer, high-throughput, compliance-focused blockchain infrastructures like Keeta. The ongoing discussion reflects a debate between its proven utility and the evolving demands of the broader crypto market.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain and as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin (XCN) is actively trending following its recent listing on Robinhood, a development seen by many as a significant step for legitimacy and broader US market accessibility. This news, coupled with the delisting of XCN futures trading from Binance, is driving community discussion between those anticipating further growth and institutional adoption with its upcoming Goliath Mainnet, and those who remain cautious due to historical price volatility.

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In this photo illustration US flag is displayed on computer screen while Chinese flag is displayed on mobile phone screen. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Hong Kong’s benchmark Hang Seng Index rose 26.7% – its best annual gain since 2017 – while the Shanghai Composite Index climbed 19.7%, its best performance in six years.

Equity

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

This illustration photo shows the logo of Alibaba, the company behind generative AI Qwen, with the Chinese flag in the background. Meta is reportedly using Qwen to train its AI model Avocado. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Alibaba Stock Cools Off Into Year-End, But Its AI Engine Is Giving Bulls No Reason To Bail

Overall, 2025 shaped up to be a busy and significant year for Alibaba, with fast-growing AI initiatives, firmer cloud trends, and healthy stock appreciation.

<ul class="summary-bullets"><li>ByteDance is reportedly planning to spend $23 billion next year, mainly on AI infrastructure.</li><li>The plans underscore how the Chinese tech industry is aggressively investing in AI and competing with the U.S. in the emerging field.</li><li>Alibaba, Baidu, and Chinese semiconductor companies have had a strong run this year, driven by AI advancements.</li></ul>Fresh off a successful&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tiktok-stays-alive-in-us-under-new-deal-forged-by-trump-but-critics-warn-of-a-backroom-powerplay/cLeiYH7REru">divestiture</a> of TikTok’s U.S. operations, ByteDance is now planning to scale aggressively.&nbsp;The Chinese tech giant – one of the world’s most valued private companies – plans to spend 160 billion yuan ($22.7 billion) on capital expenditure next year, mainly towards artificial intelligence (AI) infrastructure, Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/9f550bb6-5708-41e3-aef6-ce8d7bb405ad">reported</a> on Monday. That’s up from 150 billion yuan in 2025.Together with Alibaba’s $53 billion AI spending pledge – which CEO Eddie Wu has said could rise further – and the rapid pace of rollouts, China’s AI industry is already expanding and appears set for continued rapid growth.Although the capital spending of Chinese tech giants is well below that of American heavyweights such as Amazon and Google, the gap in AI advancement is diminishing.&nbsp;<figure class="image"><img style="aspect-ratio:673/387;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_2_44_06_PM_png_8d96aeec46.webp" alt="Screenshot 2025-12-23 at 2.44.06 PM.png" width="673" height="387"></figure>&nbsp;Earlier in the year, Chinese startup DeepSeek stunned the market by producing benchmark AI models at a fraction of the cost of those from OpenAI. Around the same time, Alibaba launched an aggressive AI plan, which later saw the release of several iterations of its Qwen AI technology and a ChatGPT-like Qwen AI app, which would be rolled out globally next year.&nbsp;AI development strengthened Alibaba’s cloud business and lifted the company’s stock, reviving interest in the Chinese tech sector and drawing renewed attention from global investors. BABA is up about 80% year-to-date and is on track to record its second-best annual gain since its 2014 listing.The momentum has trickled into AI-adjoining industries, such as semiconductors. Stocktwits&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-probably-won-t-need-nvidia-for-long-beijing-s-homegrown-ai-chip-empire-is-rising-stealthily/cLIrvzgREZK">reported</a> earlier this month that Chinese chip makers, too, had a strong year. Companies such as Cambricon Technologies, viewed as a key challenger to Nvidia, and long-established Hua Hong Semiconductor, have logged strong share gains, while new chipmaker IPOs – most notably Moore Threads – have delivered standout performances.As Chinese tech advanced, concerns about an AI bubble began to emerge in the U.S. That led to a sharp sell-off in the market last month, driven by AI-linked tech stocks, even though the market later rebounded to a record high. In a recent,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf">detailed report</a> on the state of AI, Morgan Stanley noted the growing influence of China in the emerging field.&nbsp;<figure class="image"><img style="aspect-ratio:742/507;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_1_17_21_PM_png_9bf281b52d.webp" alt="Screenshot 2025-12-23 at 1.17.21 PM.png" width="742" height="507"></figure>&nbsp;The investment bank dismissed concerns about an AI bubble. “We believe this potent technology will disrupt labor markets and boost productivity globally while creating value across public and private markets. Yes, tech stocks keep driving market gains, but no, we do not see a bubble about to burst.”So far this year, BABA and BIDU have risen 80.3% and 50%, respectively. In comparison, GOOGL is up 62.5%, while MSFT and AMZN have increased 14% and 3%, respectively.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Although the capital spending of Chinese tech giants is well below that of American heavyweights such as Amazon and Google, the gap in AI advancement is diminishing. (Image: Getty Images)

China’s Tech Giants Race To Close AI Capex Gap With US Rivals — ByteDance’s Post-TikTok Pivot Is The Latest Signal

China’s AI industry is already expanding and appears set for continued rapid growth.

<ul class="summary-bullets"><li>The Chinese semiconductor industry, which includes manufacturers such as SMIC and designers such as Huawei and Cambricon, has built significant in-house capabilities.</li><li>Frustrated by U.S. restrictions on the export of advanced Nvidia chips and ASML’s chip-making machinery, China is pushing for self-reliance as its advanced tech becomes the flashpoint of its geopolitical tensions.</li><li>Stocks of several Chinese chip firms are on a tear.</li></ul>Chinese tech giant Baidu, Inc. is planning to list its $3 billion chip arm, Kunlunxin, on the Hong Kong Stock Exchange, in what comes as another signal of China’s growing clout in the semiconductor space.In a strained year for U.S.–China ties, with high-end tech emerging as the main flashpoint, China has intensified its push for self-reliance – and its chip industry has delivered solid domestic gains. Baidu’s IPO plan for Kunlunxin is only the latest example.Kunlunxin began as an internal Baidu project focused on intelligent chips and launched its first product, the XPU, in 2017. The business was spun off as an independent company in 2021 and has come to the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-rating-upgrade/ch6atp1R3S3">attention of analysts</a> recently. Baidu currently holds a 60% stake in the company and aims to file the IPO papers in the first quarter next year.<h2 class="st-heading-2">China’s Building Capacity</h2>In a sense, China has come from behind this year to challenge the U.S.’s might in advanced technologies, including artificial intelligence and semiconductors.DeepSeek stunned observers by producing a benchmark AI model at a fraction of the cost of Western ones, while Alibaba and Baidu have been scaling their Qwen and Ernie offerings, respectively, at a breakneck pace.In the tech equipment space, the U.S. sanctions have been wide and damaging. Over the years, it has blacklisted Huawei and Chinese chipmakers, including SMIC, restricted the export of advanced Nvidia chips, and even ordered the Netherlands’ ASML not to supply lithography machines, used to make advanced chips.However, with government support and rising demand for AI applications, the Chinese industry is burgeoning, as market trends and product rollouts show.<h2 class="st-heading-2">Chip Challengers</h2>Cambricon Technologies – the Chinese chip designer seen as a challenger to Nvidia – and Huawei are steadily filling the gap left by Nvidia’s forced exit. Cambricon’s shares have climbed about 175% since July, and the company recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-04/cambricon-aims-to-triple-chip-output-to-replace-nvidia-in-china">vowed</a> to triple its AI chip production next year.<figure class="image"><img style="aspect-ratio:1600/1200;" src="https://news.stocktwits-cdn.com/koyfin_20251209_053200975_png_39fd916c07.webp" alt="koyfin_20251209_053200975.png" width="1600" height="1200"><figcaption>&nbsp;</figcaption></figure>Earlier this year, Huawei stunned the market with its Ascend 910C AI chip, which reportedly matches Nvidia’s A100 in performance and approaches the H100 in specific inference tasks. It now plans to double the output of its most advanced AI chips over the next year.&nbsp;Meanwhile, chipmaker Moore Threads surged by more than 400% on its Friday debut, while the IPOs of peers MetaX Integrated Circuits and Beijing Onmicro Electronics have received strong bids.All in all, major players in China’s semiconductor scene – foundries like SMIC and Hua Hong; chip designers HiSilicon (Huawei) and UNISOC; memory chip producers YMTC and CXMT, and equipment makers like NAURA Technology Group and AMEC – are pushing through in a big way.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/david-ellison-s-paramount-just-crashed-netflix-s-party-with-a-108-b-power-play-for-warner-bros-but-is-it-an-offer-wbd-can-t-refuse/cLIrq6qREZE">David Ellison’s Paramount Just Crashed Netflix’s Party With A $108B Power Play For Warner Bros — But Is It An Offer WBD Can’t Refuse?</a>&nbsp;

A research associate shows microchips for quantum processors in a clean room laboratory in Germany. (Photo by Julian Stratenschulte/picture alliance via Getty Images)

China Probably Won't Need Nvidia For Long — Beijing's Homegrown AI Chip Empire Is Rising Stealthily

With U.S.–China tensions high and advanced tech at the center, China has ramped up its self-reliance push — and its chip sector has logged solid growth.

<ul class="summary-bullets"><li>Alibaba said on Sunday that its newly launched Qwen AI app crossed 10 million downloads.</li><li>The growth puts Qwen among the world's fastest-growing apps.</li><li>Alibaba plans to add agentic AI, shopping, and other capabilities to Qwen and launch it in overseas markets under a different branding.</li></ul>Alibaba Group Holding Ltd’s U.S. shares gained 3.6% in early premarket on Monday, featuring&nbsp;as the top trending ticker on Stocktwits, after the company disclosed that its Qwen app drew more than 10 million downloads in the week after its relaunch.<h2 class="st-heading-2">Retail’s View</h2>However, on Stocktwits, the retail sentiment for BABA remained ‘extremely bearish,’ unchanged since Friday, even though several users posted about the Qwen news. Alibaba disclosed the number in a WeChat&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://mp.weixin.qq.com/s/rkaNAkQ3UZCcdTbiDi1rUg">blog post</a> late Sunday U.S. time.<figure class="image"><img style="aspect-ratio:642/80;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_24_at_3_17_22_PM_png_102b3216e2.webp" alt="Screenshot 2025-11-24 at 3.17.22 PM.png" width="642" height="80"><figcaption>BABA sentiment and message volume as of November 24 | Source: Stocktwits</figcaption></figure>“Popping off hard tomorrow and into earnings on Tuesday morning. Predicting 175+ after earnings,” said one user.&nbsp;<stembedurl>https://stocktwits.com/FFGarcia/message/637213917</stembedurl><h2 class="st-heading-2">AI Apps’ Unprecedented Growth</h2>Qwen’s debut underscores how artificial intelligence apps have set new highs for rapid adoption in recent times. OpenAI’s ChatGPT was the fastest to reach 100 million users three years ago.Setting aside Meta’s Threads, which offers an easy way for Instagram’s users to create a Threads account, Alibaba’s Qwen is among the fastest movers, particularly in China, where ChatGPT is unavailable.<h2 class="st-heading-2">The Qwen Strategy</h2>Alibaba launched Qwen last Monday. It is a facelift of its “Tongyi” app, and the company is reportedly trying for the service to be a broad-based AI app resembling OpenAI’s ChatGPT. An international version of the app is planned for later.Alibaba has said Qwen is designed to complete tasks rather than simply respond to prompts. Users can generate comprehensive research reports, build multi-slide presentations, write code with AI assistance, and use camera- and voice-based features.As of the last close, the&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> is up 82.7% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of chatbot app Qwen is displayed on a smartphone screen. (Photo by Qin Zihang/VCG via Getty Images)

BABA Jumps After New Qwen AI App Downloads Cross 10M In First Week – ChatGPT, Google On Guard As Alibaba Plans Global Rollout

An international version of the app is planned for later.

<ul class="summary-bullets"><li>Challenging economic conditions in China are pressuring its mainstay internet advertising business, results showed.</li><li>Non-marketing unit, including cloud and AI, grew 21%.</li><li>BIDU stock dropped 1% in the premarket session.</li></ul>Chinese Internet search giant Baidu, Inc. posted its worst quarterly revenue drop on record on Tuesday, dragged down by sluggish advertising sales, reflecting continued caution among Chinese businesses amid challenging economic conditions.Baidu’s revenue declined 7% to 31.2 billion yuan ($4.4 billion) for its fiscal third quarter, which ended in September, although it was better than an 8% decline&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-shares-rebound-premarket-ahead-of-q3-report-retail-mood-bullish/cLPNU3pREe6">penciled in</a> by analysts. Online advertising sales declined 18% to 15.3 billion yuan.Other parts of the business, particularly cloud computing, delivered solid growth. Non-marketing revenue — which includes the cloud division — increased 21% to 9.3 billion yuan, reflecting growing demand from enterprises for AI services.The company reported a net loss of 11.2 billion yuan, which reflected writedowns on certain assets.<h2 class="st-heading-2">Investors React</h2>U.S.-listed shares of the company dropped 1% in premarket trading. The Hong Kong shares had closed 1.9% lower on Tuesday local time. On Stocktwits, the retail sentiment for BIDU was in the ‘bullish’ zone, with ‘high’ message volume for the ticker.<figure class="image"><img style="aspect-ratio:636/79;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_3_40_26_PM_png_f61f9efe80.webp" alt="Screenshot 2025-11-18 at 3.40.26 PM.png" width="636" height="79"><figcaption>BIDU sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>Notably, BIDU stock had declined for five sessions straight ahead of the earnings report, falling over 12% cumulatively.<h2 class="st-heading-2">Recent Developments</h2>Baidu hosted its annual flagship event, Baidu World, in Beijing last week. It announced its next-gen AI mode, Ernie 5.0, which can jointly process text, images, audio, and video, along with two new AI chips, among other releases.Meanwhile, noted tech investor Cathie Wood, CEO of Ark Invest, has been scooping up Baidu shares over the last several months. Several analysts have recently praised Baidu for its progress in new businesses such as AI chips and robotaxis. The company said Apollo Go, its autonomous taxi service, averaged more than 250,000 rides per week in recent months.So far this year, BIDU has increased by 37.2%, compared to an 88.4% rise in peer Alibaba’s stock and a 31.5% rise in the sectoral fund KraneShares CSI China Internet ETF (KWEB).($1 = 7.11 Chinese yuan)For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view shows the headquarters campus of Baidu Inc. (NASDAQ: BIDU) on November 11, 2025, in Beijing, China. (Photo by Cheng Xin/Getty Images)

Baidu Swings To Net Loss, Ad Slump Drags Revenue Down 7% Despite Cloud Gains

Challenging economic conditions in China are pressuring its mainstay internet advertising business, which declined 18%.

<ul class="summary-bullets"><li>Baidu will report third-quarter earnings before the U.S. markets open on Tuesday, with analysts expecting revenue and profit to decline.</li><li>Retail investors largely consider BIDU as undervalued, while noted tech investor Cathie Wood has been accumulating the stock for several months.</li><li>Stocktwits sentiment for the ticker is ‘bullish.’</li></ul>U.S.-listed shares of Baidu, Inc. (BIDU) rose 2.5% in early premarket on Tuesday, rebounding after a sharp slide over the last few days, hours ahead of the company’s quarterly report.&nbsp;<h2 class="st-heading-2">Revenue And Profit Expected To Decline</h2>Analysts expect solid momentum in the company’s cloud business, but its mainstay advertising business is still likely to remain under pressure amid persisting weakness in the Chinese economy.According to consensus estimates from Koyfin, Baidu is expected to report an 8% decline in third-quarter revenue to $4.35 billion, the sharpest decline since at least the first quarter of 2022. Adjusted EPS is expected to decline 50% to $1.18.Notably,&nbsp;<a href="https://stocktwits.com/symbol/BIDU">BIDU stock</a> has declined for five sessions straight ahead of the earnings report, falling over 12% cumulatively. The company’s Hong Kong shares declined 2% on Tuesday.&nbsp;<h2 class="st-heading-2">Retail’s View</h2>However, on Stocktwits, retail sentiment ticked up into the “bullish” zone from the previous day, with user commentary split between those who see the stock as undervalued and those who view Baidu’s fundamentals as weak.“$BIDU looking as a outsider everything within this company is actually in "Decline" thats why i will be shorting todays earnings,” said one user.&nbsp;<stembedurl>https://stocktwits.com/sloshy665/message/636546155</stembedurl>A bullish user said: “Stock so undervalued. This market cap should be much higher. Patience.”<stembedurl>https://stocktwits.com/JDR1983/message/636545928</stembedurl><h2 class="st-heading-2">Recent Updates</h2>Deutsche Bank analysts upgraded Baidu stock to ‘Buy’ and lifted their price target to $160 from $90 earlier this month, citing that the company is successfully scaling several AI businesses across cloud computing, robotaxis, intelligent search, and AI chips.Baidu hosted its annual flagship event, Baidu World, in Beijing last week. It announced its next-gen AI mode, Ernie 5.0, which can jointly process text, images, audio, and video, along with two new AI chips, among other releases.Meanwhile, noted tech investor Cathie Wood, CEO of Ark Invest, has been scooping up Baidu shares over the last several months.&nbsp;So far this year, BIDU has increased by 37.2%, compared to an 88.4% rise in peer Alibaba’s stock and a 31.5% rise in the sectoral fund KraneShares CSI China Internet ETF (KWEB).For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration - The Baidu logo is displayed on a smartphone screen in front of a stock chart showcasing Baidu's financial performance on February 16, 2025, in Chongqing, China.

Baidu Shares Rebound Premarket Ahead Of Q3 Report: Retail Mood Bullish

Retail investors largely consider BIDU as undervalued, while noted tech investor Cathie Wood has been accumulating the stock for several months.

<ul class="summary-bullets"><li>Alibaba is reportedly planning a major overhaul of its AI app “Tongyi”, including changing its name to “Qwen,” the addition of agentic features, and an overseas version.</li><li>About 100 Alibaba developers are working on the rebrand, which is expected to be rolled out in the coming months.</li><li>Meanwhile, Baidu released the latest iteration of its flagship AI model, Ernie 5.0, and announced two new AI chips.</li></ul>U.S.-listed shares of Alibaba Group rose 4.4% in early premarket trading on Thursday, while Baidu’s stock gained 1% after fresh developments related to the Chinese tech giants’ artificial intelligence initiatives.Alibaba is reportedly planning a major revamp of its flagship AI app in the coming months, a move that could make it resemble OpenAI’s ChatGPT, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-13/alibaba-preps-big-revamp-of-flagship-ai-app-to-resemble-chatgpt">reported</a>, citing unnamed sources.&nbsp;Under the multi-step plan, Alibaba will rebrand its existing “Tongyi” apps to “Qwen,” after the company’s well-known AI model. It will then add an agentic AI feature to support shopping on platforms, including the main Taobao marketplace, and develop Qwen as a fully functional AI agent.The company plans to eventually expand the app globally with an overseas version. Alibaba has reportedly deployed more than 100 staff developers on the project, which is seen as a major move in a year already marked by a rapid pace of AI rollouts.&nbsp;In separate news, Baidu released the latest iteration of its flagship AI model, Ernie 5.0, and announced two new chips for AI inference and training on Thursday. Among other capabilities, the model can grasp user commands in various media formats.Speaking at the company’s annual tech event in Beijing, founder Robin Li said, “Baidu will continue to invest in and develop more cutting-edge models to push the ceiling of intelligence higher.”Meanwhile, analysts have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-rating-upgrade/ch6atp1R3S3">previously stated</a> that Baidu’s nascent chip business and other emerging units, such as the robotaxi, are becoming an increasingly important part of the company’s operations.&nbsp;The BABA stock trended on Stocktwits early Thursday U.S. hours, although the retail sentiment remained in the ‘neutral’ zone. The sentiment for BIDU shifted to ‘bearish’ from ‘bullish’ the previous day.As of the last close, Alibaba’s shares have gained nearly 88% year-to-date, while Baidu’s shares have gained by more than 53%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Qwen generative AI logo displayed on a cell phone, with the Alibaba company logo in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Alibaba, Baidu Stocks Rip Higher Premarket — AI Is Driving Gains Again

Alibaba is reportedly planning a major overhaul of its AI app “Tongyi”, including changing its name to “Qwen,” the addition of agentic features, and an overseas version.

<ul class="summary-bullets"><li>Sales for Chinese e-commerce platforms rose 14% during China’s Singles’ Day, according to Syntun, although some analysts view that growth figure as soft.</li><li>Retail sales in the period rose 3% year over year, decelerating from a 4.5% growth last year, according to official data.&nbsp;</li><li>BABA and JD stocks have declined in the last few days.</li></ul>E-commerce sales during China’s Singles’ Day, an anti-Valentine’s shopping festival held annually on Nov. 11 and marked by major retail promotions, rose from last year, but not enough to ease concerns over the country’s sluggish consumer sentiment, according to analyst estimates and commentary.That raises concerns for Alibaba Group and JD.com, two of the largest e-commerce firms, with the sentiment already trickling into their shares.&nbsp;BABA shares have declined for four straight sessions, while JD’s stock has dropped in four of the last five. On Thursday, JD’s stock in Hong Kong dropped 1.5%, while Alibaba’s local shares were flat.<h2 class="st-heading-2">Soft Singles’ Day Numbers?</h2>Sales for Chinese e-commerce platforms rose 14% to about 1.70 trillion yuan ($238.30 billion) during this year’s Singles’ Day, according to data provider Syntun, as quoted in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/retail/china-singles-day-sales-show-modest-growth-amid-soft-consumer-demand-a46d49a8">report</a> by the Wall Street Journal.&nbsp;That’s despite this year’s promotions, which typically begin in mid-October, running a week longer than usual, according to Nomura analysts Jialong Shi and Rachel Guo quoted in the WSJ report. They said that soft demand likely fueled more competition among retailers, pressuring margins industry-wide.Official data showed that China’s retail sales, a key indicator of consumption, increased 3% year-over-year during this period, decelerating from a 4.5% growth rate last year.<h2 class="st-heading-2">Mixed Retail Sentiment</h2>While some U.S. retailers reported stronger sales in China, overall consumer activity remains subdued amid ongoing weakness in the country’s property market and labor sector.Alibaba and JD have not released official sales figures, instead sharing anecdotal data. JD said the gross merchandise value (GMV) on its platform hit a record, and the number of users placing orders increased by 40% during Singles’ Day. Alibaba has yet to provide details on the performance of its sites.On Stocktwits, the sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> was unchanged at ‘neutral,’ while that for&nbsp;<a href="https://stocktwits.com/symbol/JD">JD</a> shifted to ‘extremely bullish’ from ‘neutral’ the previous day.To be sure, Alibaba’s shares have surged about 88% since the start of the year, driven largely by its aggressive AI investments and rapid rollout of AI applications. On the other hand, JD.com’s stock has fallen nearly 9% over the same period. BABA was trending on Stocktwits at number five as of early Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sweetgreen-stock-jumps-after-hours-as-ceo-scoops-up-nearly-1m-in-shares/cLPBsAJREdC">Sweetgreen Stock Jumps After-Hours As CEO Scoops Up Nearly $1M In Shares: Retail Bets On Profitability After Spyce Sale</a>

Customers shop at Taobao store on on November 11, 2025 in Hong Kong, China. (Photo by Li Zhihua/China News Service/VCG via Getty Images)

Alibaba, JD On Retail Radar As Analysts Flag Weak Singles’ Day Showing 

Retail sales in the period rose 3% year over year, decelerating from a 4.5% growth last year, according to official data. 

China's Singles' Day Puts These ETFs in Focus 

China's Singles' Day shopping frenzy may boost ETFs like CHIQ, KWEB, FDNI and EMQQ as consumer and e-commerce spending surge.

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