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ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending as traders discuss its low float and potential for a significant breakout, drawing comparisons to other low-float stocks. Community members highlight the possibility of a short squeeze and anticipation for news catalysts, driving speculation about a potential run to higher price levels. Traders are closely monitoring key price levels as potential triggers for further upward momentum.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences ($GLSI) is trending due to positive buzz surrounding its FLAMINGO-01 trial and anticipation of potential news. The community highlights a preliminary analysis showing a significant recurrence rate reduction, fueling excitement. Discussions also revolve around the high short borrow rate and potential for a short squeeze, with some expecting major announcements soon.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation around potential cannabis rescheduling, driven by reports of executive action and Supreme Court involvement. Community members are weighing the potential impacts on the sector, discussing possible rallies and short squeezes while considering potential volatility and the long-term implications for cannabis businesses. The focus remains on upcoming announcements and their effects on market dynamics.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT ($LASR) is trending as chatter around defense contracts and the "Golden Dome" project heats up. The community speculates about potential benefits from increased defense spending and upcoming contracts. Some are also discussing the potential for a short squeeze.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

KYTX is trending as investors await Phase 2 trial results for KYV-101 in stiff person syndrome, expected imminently, with some speculating about positive news catalysts before year-end. Community chatter highlights the potential for a significant breakout, noting institutional backing and a potentially undervalued stock price relative to cash on hand. Some analysts have recently updated their rating for KYTX to Overweight.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin is trending as the community discusses the potential for a strategic transaction, fueled by the recent COO promotion and Barclays remaining as advisor.  Discussion is also focused on the upcoming earnings report and potential catalysts such as China NRDL inclusion.  Community members are analyzing the company's financial health, revenue potential, and patent landscape.

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 is trending as investors assess its potential in the AI sector following a recent partnership announcement; the community is actively discussing the implications of this collaboration and its impact on ARM's growth trajectory. Recent analyst ratings and price target adjustments are also fueling the conversation around the stock's valuation. However, some traders note that ARM's stock movement can be manipulated due to its low float, making it a risky play.

Argo Blockchain Plc operates as a blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. It mines using purpose-built computers to solve cryptographic algorithms in the blockchain in exchange for rewards and fees denominated in the native token of that blockchain network. The company was founded in 2017 and is headquartered in London, the United Kingdom.

Argo Blockchain Plc - ADR

Argo Blockchain Plc

ARBK is trending due to a potential short squeeze amplified by its nano float and recent reverse stock split, attracting both bullish and bearish sentiments. Traders are actively discussing its high volatility, low price, and the possibility of a dead cat bounce, with some comparing it to other high-potential squeeze candidates. The broader context includes its restructuring to avoid insolvency, delisting from the London Stock Exchange, and correlation with Bitcoin's movements, all contributing to the intense community debate.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending amid discussions around a potential acquisition of cybersecurity firm Armis, with community members weighing the strategic implications of expanding its security offerings. Keybanc's recent underweight rating is also contributing to the conversation. Additionally, the stock's technical indicators, including RSI and moving averages, are being analyzed for potential trade opportunities.

Compass, Inc. engages in the provision of an online real estate platform. Its platform provides an integrated suite of software for customer relationship management, marketing, client service, operations and other critical functionality, as well as brokerage services and adjacent services. The company was founded by Ori Allon and Robert Reffkin in 2012 and is headquartered in New York, NY.

Compass Inc - Ordinary Shares - Class A

COMP is trending as investors discuss its potential for growth in the mid-tier and luxury real estate markets, particularly with global expansion and strategic acquisitions being key talking points. Bullish sentiment is emerging, with some anticipating a breakout above the $11 resistance level, although overbought conditions indicated by high RSI values and recent analyst rating changes warrant caution.

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<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.

Equity

<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.

<ul class="summary-bullets"><li>Baidu's driverless ride-hailing business reports over 250,000 weekly rides.</li><li>Baidu has been rapidly expanding Apollo Go lately, with launches planned in Dubai, Switzerland, the UK, and Germany.</li><li>Analysts take notice of Apollo Go emerging as a sizable business for the Chinese tech giant.</li></ul>Baidu Inc.'s autonomous ride-hailing business is expanding rapidly worldwide, with weekly rides surpassing 250,000 by the end of October, a company spokesperson told CNBC on Sunday. That's&nbsp;almost the&nbsp;exact weekly ride figure reported in April by Waymo, Alphabet's self-driving car unit, for its U.S. operations.Chinese and American companies are competing head-to-head for the pole position in driverless technology, which is now widely used for taxi services.&nbsp;Baidu's Apollo&nbsp;Go has emerged as one of the largest commercial fully driverless ride-hailing services in China and is now scaling globally. The company recently announced plans to launch in <a href="https://stocktwits.com/news-articles/markets/equity/baidu-apollo-go-gets-dubais-first-autonomous-driving-test-permit-commences-on-road-trials/chD1EPjR33u">Dubai</a> and <a href="https://stocktwits.com/news-articles/markets/equity/baidu-to-bring-apollo-go-to-switzerland-with-swiss-post-partnership/cLG55puR3qT">Switzerland</a>, as well as in the UK and Germany, through a partnership with Lyft.In Mainland China, it mainly operates in Wuhan and parts of Beijing, Shanghai, and Shenzhen, and competes with Pony.ai and WeRide.Apollo Go said it has received 17 million robotaxi ride orders to date, and that its cars have driven 240 million kilometers (149 million miles), with 140 million fully driverless rides, according to the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/03/china-baidu-robotaxis-alphabet-waymo-.html">&nbsp;report</a>.Introduction into a new market often follows significant testing and regulatory formalities, which typically take one to two years to complete. Still, analysts now <a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-rating-upgrade/ch6atp1R3S3">note</a> that Apollo Go could grow into a sizable business as Baidu diversifies beyond online Search.<figure class="image"><img style="aspect-ratio:1292/156;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_03_at_11_13_29_AM_png_7dc30e3cce.webp" alt="Screenshot 2025-11-03 at 11.13.29 AM.png" width="1292" height="156"><figcaption>BIDU sentiment and message volume as of November 2 | Source: Stocktwits</figcaption></figure>On Stocktwits, the retail sentiment for BIDU shifted to 'extremely bullish' as of late Sunday, from 'bearish' the previous day. The message volume was 'normal,' even as community members posted about the Apollo Go news. <a href="https://stocktwits.com/symbol/BIDU">Baidu's shares</a> are down 44% year to date.The company is set to hold its annual tech conference in Beijing on Nov. 13, and will report its quarterly results on Nov. 18.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/your-holiday-spending-just-got-a-lot-pricier-by-nearly-29b-thanks-to-trump-s-tariffs/cL2ZsIlR3yq">&nbsp;Your Holiday Spending Just Got A Lot Pricier — By Nearly $29B — Thanks To Trump's Tariffs</a>

Different generations that are part of Baidu's Apollo Go autonomous ride-hailing service are seen on display during a media tour at the Apollo Park on April 22, 2022 in Beijing, China.(Photo by Kevin Frayer/Getty Images)

Baidu's Robotaxi Fleet Now Matches Waymo's Pace As Weekly Ride Volumes Cross 250K

The Chinese tech company has been rapidly expanding Apollo Go lately, with launches planned in Dubai, Switzerland, the UK, and Germany.

<ul class="summary-bullets"><li>China’s market regulator conducts checks at major food-delivery firms’ offices.</li><li>These inspections are part of ongoing probes as Beijing reviews the sector for anticompetitive and quality concerns.</li><li>With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.</li></ul>Officials from China’s competition regulator conducted checks at the offices of the country’s leading food delivery operators, Alibaba Group Holding Ltd.’s Ele.me, Meituan, and JD.com Inc. this month, according to a Bloomberg report citing an article in the Chinese publication Economic Observer.ByteDance Ltd.’s Douyin was also among the companies investigated.The reported inspections are the latest in Beijing’s scrutiny of the domestic food delivery sector. The country’s three largest platforms have been locked in an intense price war this year, drawing criticism from top leadership concerned about price distortion and anticompetitive practices.&nbsp;In July, President Xi Jinping backed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-warns-against-disorderly-ai-race-as-local-tech-giants-chase-us-rivals/chtTBDeRdZz">campaign</a> to curb “disorderly competition,” and earlier this month, China’s economic planning agency and market regulator announced new measures to support the initiative. Authorities have also cited consumer complaints about food and service among the issues they are probing.The investigations are ongoing, and platforms are preparing materials requested by the authorities, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-24/beijing-probes-food-delivery-companies-quality-control-report">report</a>.&nbsp;The development comes amid a high-stakes war in China's food-delivery space, where companies have resorted to aggressive discounting to undercut rivals.The competition escalated earlier this year when JD.com entered&nbsp;the space, prompting Meituan and Alibaba's&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://ele.me">Ele.me</a> to double down on promotions and subsidies to keep customers from jumping to rival services.On Stocktwits, the retail sentiment was ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> and ‘extremely bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/JD">JD</a> as of early Friday. Alibaba’s shares are up 105% year-to-date, while JD’s shares have declined 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A food delivery rider of JD Takeaway, the food delivery service under China's e-commerce giant JD.com, rides an electric bicycle along a road on April 22, 2025 in Beijing, China. (Photo by VCG/VCG via Getty Images)

Alibaba, Meituan, JD.com: Watch These Stocks As China’s Latest Probe Said To Target Food-Delivery Quality

With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.

<ul class="summary-bullets"><li>Alibaba introduces an AI chat assistant in its Quark app.</li><li>The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.</li><li>BABA shares have declined this month but are still up about 97% year-to-date.</li></ul> Alibaba Group Holding Ltd. on Thursday introduced advanced AI chat features to its Quark app, which originally launched as a browser but was repositioned earlier this year as the company’s flagship consumer platform.&nbsp;The move underscores the Chinese tech giant’s broader play targeting individual users, after previously focusing its AI efforts primarily on enterprise clients.Alibaba’s U.S.-listed shares rose 1.9% in early premarket trading; the company’s Hong Kong stock closed 1.7% up on Thursday.Quark’s new chat feature lets users interact through text or voice, and is powered by Alibaba’s latest Qwen3 models. It offers enhanced reasoning, comprehension, and task execution capabilities, the company said.The app had 6.96 million monthly active users in September, Reuters reported, citing figures from AI product tracker Aicpb.com. Market leader ByteDance's Doubao had 150 million monthly active users, while DeepSeek had 73.4 million, and Tencent followed with 64.2 million.Alibaba has moved swiftly in launching new AI features and upgrades to its large language models, bolstering investor confidence and helping its stock nearly double in value this year.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> was ‘bearish,’ unchanged from the previous day. The stock, down about 13% from its recent record high earlier this month, remains up 97% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Puts AI Chat In Quark App, Eyes Consumers In Latest Growth Push

The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.

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