SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The Rage Guy meme coin is trending as the community rallies around a return to OG meme culture and strong community values. Active community engagement, Telegram raids, and an ongoing art contest are fueling excitement. Discussions center around building a strong base and the potential for a moonshot.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining ($CIFR) is trending following news of a $5.5 billion deal with Amazon Web Services (AWS) to provide AI infrastructure, alongside a mixed earnings report. The community is discussing the significance of the AWS partnership and the company's pivot towards AI, while some express concerns about short sellers and potential market manipulation. Overall sentiment seems bullish, with some traders setting new price targets, emphasizing the increasing demand for AI data centers.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending due to a recently announced multi-year GPU cloud services contract with Microsoft valued at nearly $9.7 billion, sparking community excitement. The deal includes access to NVIDIA GB300 GPUs and a significant prepayment, solidifying IREN's position in the AI infrastructure space. Bullish investors anticipate further upside, while some debate the deal's value and the company's future earnings potential ahead of its upcoming earnings report.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH is trending downwards, sparking concerns and frustration among investors following recent earnings despite positive analyst ratings. Community discussions revolve around potential market manipulation, government shutdown impacts, and speculation about the stock's future direction. Some traders are taking losses, while long-term investors are holding, hoping for a rebound.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX is trending as investors discuss recent earnings and future growth prospects, especially the potential of Briumvi and the upcoming subq formulation. The community is split between those pushing for a buyout and those who believe in the company's long-term potential as an independent entity. Discussions also revolve around share buybacks and the impact of market dynamics on the stock's performance.

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 trending as investors react to news of a potential flying car and anticipate Thursday's shareholder meeting, where Elon Musk's compensation package will be voted on. Community chatter is focused on the potential for a significant price surge, with some drawing comparisons to Nvidia's recent AI-driven growth and others cautioning against the stock's high valuation and dependence on Musk.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending following news of a major partnership with OpenAI, sparking optimism about the future of AWS and its AI capabilities. Bullish sentiment is fueled by discussions around AWS's potential for growth and the impact of AI on Amazon's overall business strategy, though some community members are wary of a potential bubble. Some traders are discussing the possibility of short-term pullbacks following the earnings pop.

Mannatech, Inc. engages in the development of nutritional supplements, topical and skin care products and weight-management products that target optimal health and wellness. Its product category includes integrative health, targeted health, wealth and fitness, skin care, essentials, and home. The company was founded by Marlin Ray Robbins and Samuel L. Caster in November 1993 and is headquartered in Flower Mound, TX.

Mannatech Inc

MTEX is trending due to discussions around its low float and potential for a significant rally, with traders actively monitoring key breakout levels. The community is debating whether the stock will break resistance and experience a large upward move, or if it's a pump and dump scheme. Many are drawing comparisons to other low-float stocks that have recently seen parabolic runs.

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 trending as investors discuss its potential amid mixed sentiment. While some see the recent delivery numbers as a sign of undervaluation and future growth, others express concerns about dilution and profitability. The community is debating whether NIO can maintain its momentum and achieve its ambitious targets.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue ($KVUE) is trending amid discussions about its acquisition by Kimberly-Clark ($KMB) in a deal involving cash and stock, with some arguing about its valuation and potential regulatory risks. The community is actively debating the deal's terms, potential upside, and the impact of lawsuits concerning Tylenol and its alleged link to autism. Some traders express frustration over option premiums, while others speculate on further developments and potential competing bids.

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

<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.

Equity

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.

ETFs in Focus as China's Economic Growth Slows in Q3

China's GDP slows to 4.8%, raising hopes of policy easing. Likely rate cuts may drive ETFs like KWEB, CQQQ, FXI & MCHI in the coming months.

China's economic growth slowed for a second straight quarter&nbsp;from July to September, official data released on Monday showed, underscoring headwinds from U.S. tariffs and weakness in some local industries.The gross domestic product (GDP) grew 4.8% year-over-year, in line with economists' estimates from Reuters. However, the rate was lower than the 5.2% growth in the April-June period and 5.4% in the January-March period. China is aiming for full-year growth of around 5%.What The Data RevealsThe world's second-largest economy continues to grapple with a host of challenges, including renewed trade tensions with the United States, weak domestic demand, and a persistent slump in the property market.Retail sales, a major gauge of consumption, rose by 3% in September, down from 3.4% in August. Industrial output grew by 6.5% last month, accelerating from a 5.2% rise in August.Private investment, a gauge of investor confidence, declined by 3.1% in the first nine months of the year, compared with a 2.3% decline in the January-August period last year.Other Economic IndicatorsMeanwhile, other economic indicators released on Monday will also likely weigh on trading in the Chinese market. The country's central bank kept the benchmark lending rates unchanged for the fifth consecutive month, in line with expectations.Chinese President Xi Jinping and the country's top leaders, known as the Central Committee, will convene for the "Fourth Plenum" on Monday, a three-day closed-door meeting to discuss China's next five-year plan.Separately, data from China's customs department showed that the country's exports to North Korea, a heavily sanctioned nation, rose 30.75% year-over-year last month, according to a Reuters report. They included soybean oil, processed hair and wool for wig-making, petroleum bitumen, and granulated sugar.Market SnapshotDespite economic headwinds, Chinese stocks — including U.S.-listed ones — are rallying, driven by AI-fueled gains in Alibaba and other major tech firms.So far this year, the iShares MSCI China ETF (MCHI), which tracks major Chinese companies, and the KraneShares CSI China Internet ETF (KWEB), which tracks Internet and tech companies, have gained around 37%. That's three times the 12.7% gains in the SPDR S&amp;P 500 ETF Trust (SPY), which tracks the benchmark S&amp;P 500 stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A man pushes a stroller with a baby near a Chinese national flag at a scenic spot. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

China's GDP Growth Slows Amid Renewed Trade Tensions With US

GDP grew 4.8% in the third quarter, deaccelerating from the 5.2% growth in the April-June period and the 5.4% in the January-March period.

Xiaomi Corp's shares fell 5.4% on the Hong Kong Stock Exchange on Monday, marking their third consecutive session of decline, following reports of a malfunction in its SU7 that prevented the doors from opening after the electric car was involved in an accident.The sedan crashed in the Chinese city of Chengdu, with reports and videos circulating on social media platforms, including Weibo, showing the vehicle after it crashed and burst into flames early Monday. Several bystanders tried to open the doors but were unable to free the person.Authorities are yet to release an update on the person who was trapped inside, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-13/xiaomi-shares-tumble-after-reports-ev-crash-traps-person-inside">report</a>.The incident follows a fatal accident earlier this year, also involving the SU7 EV, on a Chinese expressway. This accident caused the company's stock to fall and triggered scrutiny of the smart driving software used in many of the latest cars.Notably, the U.S. transport regulator is investigating faulty door handles of some Tesla Y cars in the U.S.Xiaomi's stock on Monday was also likely weighed down by broad sell-offs in Chinese equities amid escalating U.S.-China trade tensions. In recent days, U.S. President Donald Trump threatened 100% tariffs on Chinese imports in response to China's export controls on rare earth elements, while Beijing signaled potential retaliation.The Hang Seng Index fell 5.7% on Monday, its third straight week of decline.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/gqg-partners-rajiv-jain-reveals-dumping-nvidia-alphabet-amazon-stakes/ch6SOitR3jU">GQG Partners' Rajiv Jain Reveals Dumping Nvidia, Alphabet, Amazon Stakes — Calls AI Boom 'Dot-Com All Over Again'</a>

Xiaomi electric car SU7 in a store in Yichang, Hubei Province, China on July 19, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xiaomi Stock Slides In Hong Kong After Another EV Crash: This Time, The Doors Didn’t Open

Shares dropped over 5%, amid a broad sell-off in Chinese equities on escalating tariff concerns.

Alibaba's shares could snap a three-day losing streak, with U.S.-listed shares rising 0.3% in early premarket trading on Wednesday, following Deutsche Bank's price target raise and bullish commentary on the company's cloud unit.AliCloud is poised to evolve into a super AI cloud player, supported by its global footprint, strong financials, and competitive full-stack AI capabilities across models, infrastructure, chips, and software, the investment research firm said in a note.It raised its price target on the stock to $225 from $176 and for Alibaba's Hong Kong shares to HK$220 from HK$172, while maintaining a 'Buy' rating on the stock.After more than doubling so far this year, Alibaba's stock has marianally corrected recently.&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> is down 4.2% in the last three sessions.On Stocktwits, the retail sentiment for the stock was 'bearish,' unchanged over the last week,&nbsp;although there were some positive comments.<figure class="image"><img style="aspect-ratio:1280/154;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_08_at_2_45_49_PM_png_000cdcb115.webp" alt="Screenshot 2025-10-08 at 2.45.49 PM.png" width="1280" height="154"><figcaption>BABA sentiment and message volume as of October 8 | Source: Stocktwits</figcaption></figure>"Glad to see some consolidation. Gearing up for the run to $200 next," said one user.<stembedurl>https://stocktwits.com/Trader_TBG/message/631401111</stembedurl>Alibaba's incredible&nbsp;rally this year, driven by optimism around its AI development and gains in its cloud and chip businesses, has brought the spotlight back to Chinese tech stocks.Year-to-date, the&nbsp;<a href="https://stocktwits.com/symbol/KWEB">KraneShares CSI China Internet ETF (KWEB)</a> has gained 46%, far outpacing the 13.5% gains in the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Stock Looks To Break 3-Day Losing Run: Analyst Sees Chinese Tech Giant Evolving Into 'Super AI Cloud Player’

 BABA shares rose marginally in the premarket session, after falling in each of the last three sessions.

Alibaba and Baidu stocks rose by more than 5% on the Hong Kong Stock Exchange on Thursday afternoon (local time) amid a sharp, weeks-long rally in Chinese tech stocks and bullish analyst signals.Among other buyers, Ark Investment Management, led by noted investor Cathie Wood, is doubling on Alibaba and Baidu. Ark bought Alibaba stock for the first time in four years last week and started a position in Baidu earlier this year. It increased its holdings over multiple transactions this week, including the purchase of $5.4 million worth of Alibaba shares and $2.9 million worth of Baidu shares on Wednesday.Although the retail sentiment for both tickers was 'bearish' on Stocktwits, the rally in Hong Kong would likely have a bearing on the companies' U.S.-listed shares as trading begins on Thursday.<figure class="image"><img style="aspect-ratio:1262/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_10_19_50_AM_png_e21db4e469.webp" alt="Screenshot 2025-10-02 at 10.19.50 AM.png" width="1262" height="138"><figcaption>BABA sentiment and message volume as of October 1 | Source: Stocktwits</figcaption></figure><figure class="image"><img style="aspect-ratio:1252/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_02_at_10_20_42_AM_png_1a649b400b.webp" alt="Screenshot 2025-10-02 at 10.20.42 AM.png" width="1252" height="138"><figcaption>BIDU sentiment and message volume as of October xx | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BABA">BABA stock</a> has risen 120% year-to-date, heading for its best year on record. Investors have become more optimistic about Alibaba, citing its impressive progress in AI development and the recent commitment to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-alibaba-stock-is-soaring-today/chDKwFKR3dv">increase its investment</a> in the area.At the company's cloud event last week, CEO Eddie Wu said that Alibaba would invest more than its previously committed 380 billion yuan ($53 billion) on AI models and infrastructure development, "vigorously advancing" its AI plans.<a href="https://stocktwits.com/symbol/BIDU">Baidu stock</a> gained momentum only after its recent earnings reports, with shares rising approximately 60% since Aug. 20. Analysts are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-wins-a-wall-street-upgrade-amid-hot-rally/chDVIJaR3IS">cheering</a> positive signals from its AI and cloud businesses, its emerging chip unit, and a planned 4.4 billion yuan ($56.2 million) offshore bond sale.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/KWEB">KraneShares CSI China Internet ETF (KWEB)</a>, which tracks Chinese tech stocks, has advanced over 47% year-to-date. In contrast, the U.S.'s benchmark S&amp;P 500 index has risen 14%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

As Alibaba, Baidu Stock Rally Picks Up Steam, Cathie Wood’s Ark Loads Up Shares

Alibaba and Baidu shares, already at multi-year highs, rose by more than 5% in Hong Kong.

After more than doubling this year, Alibaba's&nbsp;stock is likely to resume its hot winning streak into the new trading week, fueled by fresh bullish signals.According to a Bloomberg report, Morningstar raised its price target on BABA by 49% to $267, while Morgan Stanley raised the target by 21% to $200. Alibaba is the top gainer among tech stocks in Hong Kong this month. Those shares gained 4% by mid-day Monday, taking the monthly gains to nearly 50%.Analysts are widely impressed by the stock's strength, a sharp turnaround from just months ago when it was weighed down by U.S. tariff pressures and heavy spending to compete in China's highly competitive food delivery market. Its trajectory has put Chinese tech stocks back on investors' watch, who are now beginning to <a href="https://stocktwits.com/news-articles/markets/equity/alibaba-retail-buzz-heats-up-on-biggest-ai-model-unveiling-yet/chDKYYxR3dW">renew their positions</a>."The shares appear undervalued," Chelsey Tam, a senior analyst at Morningstar, said in a note, according to the Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-29/alibaba-s-shares-climb-after-bullish-analyst-calls-on-ai-cloud">report</a>. "Alibaba's increased investment in overseas data centers, competitive performance, widespread use of its open-source models, and improved performance of its self-developed chip all support cloud revenue growth."At the company's cloud event last week, CEO Eddie Wu&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-alibaba-stock-is-soaring-today/chDKwFKR3dv">said</a> that Alibaba would invest more than its previously committed 380 billion yuan ($53 billion) on AI models and infrastructure development, "vigorously advancing" its AI plans. It also announced a new partnership with Nvidia to develop AI products, as well as plans to open new data centers in several regions.In its note, Morgan Stanley stated that it is "incrementally bullish on Alicloud's outlook" following the conference, and raised its "cloud growth estimates to 32% for&nbsp;FY26 and 40% for&nbsp;FY27, driven by increased capex, model upgrades, strategic partnerships, and accelerated international expansion."On Stocktwits, the retail sentiment for BABA was 'bullish,' unchanged since Friday, with users anticipating new highs for the stock this week.<figure class="image"><img style="aspect-ratio:637/77;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_11_23_26_AM_png_106d88cbf0.webp" alt="Screenshot 2025-09-29 at 11.23.26 AM.png" width="637" height="77"><figcaption>BABA sentiment and message volume as of September 28 | Source: Stocktwits</figcaption></figure>"Congrats to those who bought when the going was tough and when Chinese equities were deemed "uninvestable" … Fundamentals and valuations were so attractive that it was literally a no-brainer to park some money in these gems!" said one user.<stembedurl>https://stocktwits.com/Limpeh888/message/630288600</stembedurl>Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> is up 105.3%, trading at near four-year highs,&nbsp;while the Hong Kong shares have surged over 110%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/carnival-corp-q3-earnings-preview-analysts-expect-smooth-sailing-amid-cruise-industry-rebound/chDMorNR37I">Carnival Corp Q3 Earnings Preview: Analysts Expect Smooth Sailing Amid Cruise Industry Rebound</a>

 In this photo illustration, the Alibaba logo is seen displayed on a smartphone screen.

Alibaba Stock’s Rocket Rally Isn’t Slowing: Analysts See More Cloud-Fueled Gains

Morningstar and Morgan Stanley have substantially raised their price targets on BABA.

DBS Bank raised its rating on Baidu's U.S.-listed shares to 'Buy' from 'Hold’ and set a price target $177&nbsp;on Thursday, implying an over 30% upside from the last close.Optimism&nbsp;surrounding Baidu's AI and cloud businesses, its emerging chip unit, and a planned 4.4 billion yuan ($56.2 million) offshore bond sale has lifted the stock to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-stock-rises-to-2-year-high-in-hong-kong-as-investors-bet-on-ai-prowess/chDGWgkRdCK">two-year high</a>.DBS&nbsp;believes that Baidu is creating value from its emerging businesses, according to the investor note summary on The Fly. Baidu's robotaxi service, Apollo Go, recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-apollo-go-gets-dubais-first-autonomous-driving-test-permit-commences-on-road-trials/chD1EPjR33u">secured</a> a permit to test in Dubai. According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-26/baidu-eyes-australia-southeast-asia-for-next-robotaxi-expansion">report</a>, the company is targeting Australia and Southeast Asia as its next markets.Notably, several brokerages, including Arete Research, CFRA, and Nomura, raised their outlook on BIDU earlier this month. Ark Investment Management, run by noted tech investor Cathie&nbsp;Wood, bought over $13 million worth of shares in the Chinese search giant across two trades this week.Baidu has drawn significant interest from retail investors on Stocktwits, as the stock climbed sharply (about 57% since&nbsp;its Aug. 20 low). Sentiment dropped to 'neutral' as of early Friday, from 'bullish' the previous&nbsp;day,&nbsp;which is usually typical after&nbsp;a strong rally.<figure class="image"><img style="aspect-ratio:632/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_26_at_12_17_58_PM_png_37b8eed118.webp" alt="Screenshot 2025-09-26 at 12.17.58 PM.png" width="632" height="73"><figcaption>BIDU sentiment and message volume as of September 26 | Source: Stocktwits</figcaption></figure>Baidu and fellow tech giant Alibaba have surprised markets with sharp share gains&nbsp;on the back of their AI plans, drawing investors back to the Chinese tech sector. Alibaba had a 'bullish' retail sentiment as of the last reading.<a href="https://stocktwits.com/symbol/BIDU">BIDU shares</a> are up 60.6% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA shares</a> have risen over 110%.&nbsp;<a href="https://stocktwits.com/symbol/KWEB">KraneShares CSI China Internet ETF (KWEB)</a>, which tracks Chinese tech stocks, is up 42.5%.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 Stock Wins A Wall Street Upgrade Amid Hot Rally: Retail Investors Turn Cautious

Baidu and fellow tech giant Alibaba have surprised markets with sharp share gains, drawing investors back to the Chinese tech sector.

KraneShares Trust - KraneShares CSI China Internet ETF

Will Palantir ($PLTR) beat quarterly earnings? 
 
*Powered by Polymarket

Stocktwits

Palantir Technologies Inc

) beat quarterly earnings? 
 
*Powered by Polymarket

KWEB
KraneShares CSI China Internet ETF

Feed

News

Sentiment

Fundamentals

Info

Latest KWEB News

KWEBKraneShares CSI China Internet ETF