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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is a major talking point following its recent earnings report, which, despite beating on revenue and EPS, presented cautious forward guidance and a decision to pause share buybacks. This has ignited community debate, with many investors split between seeing a massive 'buy the dip' opportunity and expressing concern over slowing growth and the financial implications of a potential Warner Bros. Discovery acquisition. The discussion reflects a mixed outlook on whether strategic shifts will accelerate long-term value or introduce short-term headwinds.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is trending due to recent positive Phase 1 clinical trial data for its eczema treatment, soquelitinib, which demonstrated strong efficacy and a favorable safety profile, initially fueling a significant surge in interest. This positive momentum is now tempered by a proposed $150 million public offering, sparking a community debate between those who see it as a strategic capital raise for a potentially breakthrough oral therapy and those concerned about dilution for an early-stage drug.

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

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending after CEO Ryan Cohen and another board member significantly increased their stakes in the company through recent share purchases. This insider buying has ignited a strong bullish sentiment among investors, who are actively discussing the potential for a short squeeze and viewing the moves as a vote of confidence. The stock's resilience amidst broader market volatility further fuels community speculation about future catalysts.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares ETF ($GLD) is trending strongly as escalating geopolitical tensions, particularly surrounding U.S.-Europe tariff threats over Greenland, drive a significant risk-off sentiment across markets. The community is actively discussing gold's role as a premier safe haven, pushing prices to new highs amidst global instability and concerns over economic and financial system shifts.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing a significant downturn, with many in the community attributing the "brutal day" to broader geopolitical tensions and proposed tariffs. Traders are hotly debating whether the stock's historically oversold RSI levels present a "buy the dip" opportunity ahead of its upcoming earnings report or if further declines are imminent due to perceived stagnation in AI innovation.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility as former President Trump's strong stance on Greenland and related tariff threats generate global market uncertainty, prompting a shift away from U.S. assets. The community is split, with many anticipating a rapid rebound for tech stocks while others warn of a deeper correction driven by these geopolitical tensions and broader concerns about AI's market impact.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

Top Wealth Group Holding Ltd. is actively discussed following its announcement to acquire a wine authentication and trading business, a strategic move to diversify into luxury products. This development, however, coincides with a public offering of units, leading to significant price fluctuations. Community sentiment is divided between those anticipating a strong rally due to the news and low float, and others cautioning against a potential "Chinese pump and dump" given the offering and historical volatility.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending following robust preliminary 2025 Ojemda product revenue and optimistic 2026 guidance, alongside the recently completed acquisition of Mersana Therapeutics. The community is actively discussing significant options activity and renewed buyout speculation, as analysts upgrade ratings and view the Mersana deal as strengthening the company's pipeline and commercial prospects.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is drawing significant attention following a long-term data center leasing agreement with Riot Platforms, seen as a strategic move to secure direct AI infrastructure. This development, combined with strong analyst conviction in AMD's growing AI market share and its impressive resilience during broader market weakness, is fueling active community discussion about its promising long-term trajectory.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is rapidly gaining attention following its strategic acquisition of Australian Strategic Materials and positive developments in expanding its rare earth processing capabilities. Investors are actively discussing the company's growing significance in securing America's critical mineral and uranium supply chains amidst increasing demand from AI and clean energy sectors, positioning UUUU as a cornerstone for national energy independence.

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<ul class="summary-bullets"><li>A formal announcement on the moves could come as early as this week, the report said.</li><li>PepsiCo is also expected to emphasize efforts to develop new products and ways for pricing and packaging them.</li><li>The Wall Street Journal reported last week that the company is nearing a settlement with Elliott.</li></ul>PepsiCo Inc. reportedly plans to review its North American supply chain as it seeks to negotiate with activist investor Elliott Investment Management.As per a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-08/pepsico-to-review-supply-chains-as-talks-with-activist-elliott-wrap-up">report</a> from Bloomberg, the review of the supply chain is among a number of steps the company is taking to reach a settlement with Elliott who built a nearly $4 billion stake in the beverages and snack company in September and pushed it to make changes amid a drop in share price.A formal announcement on the moves could come as early as this week, the report said, citing people familiar with the matter.<h2 class="st-heading-2">Other Changes &nbsp;</h2>PepsiCo is also expected to emphasize efforts to develop new products and ways for pricing and packaging them, as well as changes to capital allocation, sources told Bloomberg. The company, however, is not expected to make any board changes, the report said. Elliott is supportive of the changes being planned by the beverage maker, it added.Elliottt was pushing the company to refranchise its bottling business and make other changes including divesting its underperforming assets in the food and beverage business, such as Life and Cap’n Crunch, as well as Quaker Oats and Rice-A-Roni. PepsiCo uses independent bottlers in addition to its own bottling businesses.The Wall Street Journal <a href="https://stocktwits.com/news-articles/markets/equity/pepsico-close-to-striking-settlement-with-activist-giant-elliott-after-4-billion-push-for-change/cLIi4iXREj1">reported</a> last week that the company is nearing a settlement with Elliott.<h2 class="st-heading-2">Company Commits To Portfolio Transformation</h2>After the announcement of Elliott’s stake, PepsiCo CEO Ramon Laguarta said in October that the company is eyeing the introduction of a “strong pipeline of innovation to accelerate portfolio transformation” and boost growth while also providing “good value to consumers.” The CEO also added that the company’s engagement with Elliott has been “constructive and collaborative.”In October, PepsiCo also named Walmart (WMT) executive Steve Schmitt as its new Chief Financial Officer, succeeding Jamie Caulfield.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PEP stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:586/58;" src="data:image/png;base64,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" width="586" height="58" alt="PEP’s Sentiment Meter and Message Volume as of 4:01 p.m. ET on Dec. 08, 2025 | Source: Stocktwits"><figcaption>PEP’s Sentiment Meter and Message Volume as of 4:01 p.m. ET on Dec. 08, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PEP">PEP stock</a> has dropped 9% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nextera-exxon-mobil-team-up-on-massive-gas-powered-ai-energy-push/cLIpGs8REmx">NextEra And Exxon Mobil Team Up On Massive Gas-Powered AI Energy Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bottles of Pepsi soda are displayed in a store on March 17, 2025 in New York City. On Monday, PepsiCo announced that it is buying prebiotic soda brand Poppi for nearly $2 billion. (Photo by Spencer Platt/Getty Images)

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 If the AI Bubble Bursts, Here Are Some Defensive ETFs to Consider 

As AI-fueled gains spark bubble warnings, investors are eyeing defensive ETFs in consumer staples, utilities and healthcare for safety. 

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. 

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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