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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

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 due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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Philip Morris International Inc. (PM) said on Wednesday that its experts met with the Tobacco Products Scientific Advisory Committee on October 7 as it seeks to continue marketing versions of its IQOS heated tobacco products in the U.S. as modified risk tobacco products.The committee provides nonbinding recommendations to the U.S. Food and Drug Administration’s (FDA) Center for Tobacco Products (CTP). The modified risk tobacco product designation granted by the FDA initially in 2020 allowed the company to advertise its perks, including that the IQOS system heats tobacco instead of burning it, significantly reducing the production of and users’ exposure to harmful chemicals.PMI has requested that it be allowed to continue marketing versions of IQOS as modified risk tobacco products.“We encourage the FDA to continue efforts to establish a timely scientific review process for smoke-free products—including for IQOS ILUMA, which has been pending FDA review for nearly two years and has globally shown even higher rates of legal-age adults fully switching from combustible cigarettes—that are a better choice for legal-age adults who would otherwise use traditional tobacco products, including combustible cigarettes,” PMI U.S. CEO Stacey Kennedy <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20251008608945/en/Philip-Morris-International-Urges-U.S.-Food-and-Drug-Administration-Advisory-Committee-to-Recommend-Continued-Marketing-of-IQOS-as-Modified-Risk-Product">said</a>.The company estimates that there are approximately 34 million IQOS consumers globally who have moved away from cigarettes or significantly reduced their consumption as of June 30. PMI first entered the U.S. market in 2022, following its acquisition of Swedish Match.On Stocktwits, retail sentiment around PM stock fell from 'extremely bullish' to 'bullish' territory over the past 24 hours, while message volume stayed at 'high' levels.&nbsp;<a href="https://stocktwits.com/symbol/PM">PM stock</a> is up by 28% this year and by 30% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-faces-1-billion-hit-after-new-york-aluminum-plant-fire-analysts-say/ch6EZaVR3iF">Ford Faces Up To $1 Billion Hit After New York Aluminum Plant Fire, Analysts Reportedly Say</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Philip Morris International Inc. is displayed on a smartphone screen, with the company's branding in the background, on April 20, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Philip Morris Seeks FDA Approval To Keep IQOS Modified Risk Designation For Later Versions Of Device

The modified risk tobacco product designation granted by the FDA initially in 2020 allowed the company to advertise IQOS’ perks. 

Equity

The Campbell’s Company (CPB) experienced multiple price target hikes from Wall Street on Thursday, with TD Cowen citing that the packaged food maker’s annual profit guidance was less negative than initially feared, due to an acceleration of cost savings and near-term tariff mitigation.TD Cowen raised its price target to $31 from $29 and maintained a ‘Hold’ rating, according to TheFly. The firm added that the company’s fourth-quarter results were all better than expected.Retail sentiment on <a href="https://stocktwits.com/symbol/CPB">Campbell’s</a> remained unchanged in the ‘bullish’ territory, with chatter at ‘extremely high’ levels, according to data from Stocktwits. The retail user message count on the stock jumped 175% in the last 24 hours, as of Thursday morning, and shares of the firm were down nearly 3% during midday trading.<figure class="image"><img style="aspect-ratio:806/96;" src="https://news.stocktwits-cdn.com/CPB_sentiment_png_a93adb3d63.webp" alt="CPB sentiment.png" width="806" height="96"><figcaption>CPB sentiment and message volume September 4, 2025, as of 1:50 pm ET | Source: Stocktwits</figcaption></figure>Bernstein also raised its price target on Campbell's to $39 from $38 and kept an ‘Outperform’ rating. The firm noted that Campbell's seems to be doing the right things to get the portfolio moving again, investing in brand support and innovation, and fueling these investments with stepped-up productivity improvements.On Wednesday, CEO Mick Beekhuizen stated that consumers remain cautious and are being intentional with their spending, a trend that is expected to persist amid price increases resulting from the Trump administration’s tariffs, which are anticipated to slow demand for goods across the discretionary and consumables categories.Bernstein added that while snack category dynamics remain sluggish, management expects this portfolio to stabilize by the second half of 2026, noting that it's encouraging to see the recent success of more premium products, such as Milano cookies.Campbell’s shares have declined nearly 22% this year and fallen over 36% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/giii-apparel-ceo-says-company-absorbing-some-tariff-costs/chwdfxyRdYz">G-III Apparel CEO Says Company Absorbing Some Tariff Costs To Stay Competitive, Gain Market Share</a>

Prego brand spaghetti sauce in glass jars. (Source: Getty Images)

Campbell’s Gains Wall Street Confidence With Multiple Price Target Hikes, Retail Chatter Surges

Bernstein raised its price target on Campbell's to $39 from $38 and noted that the company appears to be taking the right steps to revitalize the portfolio, investing in brand support and innovation.

Kraft Heinz (KHC) is reportedly nearing a deal to break itself up, splitting its grocery and sauces businesses. Following the report, shares of Kraft Heinz traded over 2% higher by Friday afternoon.The Wall Street Journal <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/kraft-heinz-break-up-deal-346ee8f5">reported</a> on Friday that a transaction could be announced as early as next week, citing people familiar with the matter. However, it also noted that the plans could change at the last minute.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/KHC">KHC stock</a> jumped from ‘bullish’ to ‘extremely bullish’ territory, while message volume stayed at ‘low’ levels.According to WSJ, the company is betting that the two separate units would be cumulatively worth more than its current value of around $33 billion. More details on the split could not be learnt, the newspaper said.In July, the Journal reported that Kraft Heinz was planning to spin off a portion of its grocery business into a new entity valued at about $20 billion on its own, leaving the company owning sauces and spreads. While the grocery business would hold many Kraft products, the other entity would house goods including Heinz’s namesake ketchup and Dijon mustard brand Grey Poupon, the newspaper said.Kraft Heinz is the result of the merger between Kraft and Heinz in 2015. The reported breakup would effectively undo much of the work done since, the report noted.KHC stock is down by 9% this year and by 21% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/bumble-developing-ai-powered-matchmaking-app-report/chtTlsuRdNm">Bumble Developing AI-Powered Matchmaking App: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A sign outside of the Aon Center marks the location for the headquarters of Kraft Heinz in Chicago, Illinois.

Kraft Heinz Nears Deal To Separate Grocery And Sauces Businesses: Report

The Wall Street Journal reported on Friday that a transaction could be announced as early as next week. 

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