SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences (SLS) is highly trending amidst intense community discussion, largely driven by its ability to hold above the critical $5 mark, seen as a gateway for broader institutional interest. Investors are focused on the promising potential of its GPS immunotherapy to transform AML treatment, sparking widespread speculation about a significant revaluation or a potential buyout. This fervor is further amplified by exceptionally high borrow fees and persistent short squeeze narratives among traders.

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 is experiencing significant community interest, largely driven by its availability on Robinhood and increasing anticipation for the Goliath Mainnet. Investors are actively discussing its potential for institutional adoption and enhanced real-world utility, with many viewing the Binance Futures delisting as a positive catalyst for organic price discovery. The broader crypto market's altcoin season narrative also contributes to bullish sentiment around XCN.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing heightened scrutiny as NVIDIA significantly expands into autonomous driving and humanoid robotics, directly challenging the core growth narratives underpinning TSLA's valuation. Community discussion is sharply divided, with bulls emphasizing Tesla's long-term AI and energy potential, while bears highlight intensified competition, concerns over EV sales, unfulfilled FSD promises, and a recent reiteration of a "Sell" rating by UBS.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is highly discussed amid recent analyst downgrades and an expanded FTC lawsuit concerning its subscription program, sparking debate over its near-term outlook. While some express caution about increasing autonomous vehicle competition, many investors emphasize Uber's robust financials, vast global network, and strategic AV partnerships, believing it is well-positioned to integrate robotaxis and lead the evolving mobility landscape.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPDR S&P 500 ETF Trust (SPY) is trending as market participants react to recent geopolitical developments surrounding Venezuela, with many attributing recent market rallies to the situation. While some in the community cheer the market's "ATH incoming" momentum and anticipate further gains from upcoming earnings and AI sector strength, others express skepticism, warning of a "bull trap" amidst concerns over dollar stability and underlying economic fragilities. The ongoing conversation highlights a stark divide between those expecting new all-time highs and those bracing for a potential correction.

Aeva Technologies, Inc. develops sensing paradigm for autonomous vehicles and robotics. The firm offers drones, robotics, vehicle technology, and virtual and augmented reality products. The company was founded by Soroush Salehian Dardashti and Mina Rezk in 2017 and is headquartered in Mountain View, CA.

Aeva Technologies Inc

Aeva Technologies is prominently trending after announcing a partnership with NVIDIA to integrate its 4D LiDAR as a reference sensor within the NVIDIA DRIVE Hyperion platform ecosystem. This collaboration is widely regarded by the community as a significant validation, fueling discussions about strong market momentum and Aeva's strengthening position in the autonomous vehicle and broader LiDAR sectors.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is actively discussed following recent U.S. action in Venezuela, which included the capture of Nicolas Maduro. The community is polarized, with supporters hailing it as a bold geopolitical move by Donald Trump with potential benefits related to oil and American influence, while critics view it as an illegal intervention and a distraction from other issues. This event is driving significant market sentiment for DJT, given its direct ties to Trump.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid a strong market rally, fueled by positive reactions to US geopolitical action in Venezuela impacting oil markets and continued optimism surrounding advancements from major AI chipmakers. While many investors see this as a sustainable climb, others express concern about market fragility and institutional selling masking underlying risks.

Momentus, Inc. engages in the provision of in-space infrastructure services. It offers space transportation and in-orbit servicing. The company was founded by Mikhail Kokorich in 2017 and is headquartered in Santa Jose, CA.

Momentus Inc - Ordinary Shares - Class A

Momentus Inc. is experiencing a surge in activity following news of its additive manufactured fuel tank, signaling innovation in spacecraft design and production. This immediate catalyst is fueling intense community discussion around potential short squeeze dynamics, given reported high short interest and a recent private placement. Broader enthusiasm for the space sector is amplifying investor focus on the company's future prospects.

Zenas BioPharma, Inc. is a clinical-stage global biopharmaceutical company, which engages in the development and commercialization of transformative immunology-based therapies for patients. The company was founded by Lonnie O. Moulder Jr on November 12, 2019 and is headquartered in Waltham, MA.

Zenas Biopharma Inc.

Zenas BioPharma is trending following its Phase 3 trial results for obexelimab in IgG4-RD. Despite meeting primary endpoints, the community is debating a significant share price drop, attributing it to efficacy comparisons against competitors and a missed milestone payment. Many investors see this as an oversold buying opportunity, while others anticipate continued volatility for this biotech name.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

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.

KraneShares Trust - KraneShares CSI China Internet ETF

Physical AI Infrastructure

Power & Energy to Support Growth

Healthcare Value & Innovation

Other – Comment Below

As markets head into 2026, investors are debating whether the next phase favors speculation or real-world execution. With capital rotating toward infrastructure, energy, and undervalued sectors like healthcare, which area do you think will matter most for portfolios in the year ahead?

Which Theme Will Matter Most for Portfolios in 2026?

Current Price	$36.45
Prev Close	$35.63
Open	$35.63
Dividend Yield	N/A
50-Day Moving Average	$37.62
Beta	N/A
Avg. Volume	14.61M
PE Ratio	N/A

52-Week High	$43.37
52-Week Low	$27.27
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

KWEB
KraneShares CSI China Internet ETF

Feed

News

Sentiment

Fundamentals

Info

Latest KWEB News

KWEBKraneShares CSI China Internet ETF