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Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending following its earnings report, which saw a beat on Q4 results but softer-than-expected Q1 revenue guidance, leading to a sharp sell-off. The community is actively debating whether this decline is an overreaction to conservative projections and a perceived AI threat, or a valid response to concerns about sustained profitability and competitive pressures in the software development and advertising sectors.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending upward following a strong Q4 earnings beat, optimistic Q1 guidance, and the announcement of a $2 billion share repurchase program. The community is buzzing about the company's consistent growth, impressive free cash flow, and successful AI integration, driving a distinctly bullish outlook.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending after its Q4 earnings report, which showed revenue growth and optimistic long-term guidance, yet a muted market reaction has ignited debate among investors about potential market manipulation and the company's resilience against broader credit cycle risks.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is trending after exceeding earnings and revenue expectations and solidifying a major warrant deal with Amazon for future product purchases. Despite strong results and the significant Amazon partnership, the stock experienced a notable sell-off, sparking community debate over its high valuation versus a clear "buy the dip" opportunity within the crucial AI infrastructure sector.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings (VRT) is surging following strong earnings and optimistic 2026 guidance, fueled by record backlogged orders and robust demand for its AI data center infrastructure solutions, while the community actively debates its premium valuation amidst this significant growth.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending following its Q4 earnings report, where an EPS beat was overshadowed by a revenue miss primarily driven by a significant decline in crypto trading activity. The community is sharply divided between those who see the dip as a buying opportunity, citing strong growth in other segments and new product launches like prediction markets, and those who believe the stock remains overvalued and too dependent on volatile crypto markets.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is trending due to a significant miss on its 2026 adjusted EPS guidance and the recently proposed near-flat 2027 Medicare Advantage payment rates, which are driving the stock to multi-year lows. The community is actively debating whether the stock is oversold and poised for a bounce or faces further declines amid persistent policy headwinds and rising medical costs.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending following mixed earnings results marked by a revenue miss and conservative Q1 guidance, despite a significant share buyback program; this has sparked intense community debate between those seeing an overreaction and others concerned about ongoing competition with Uber and the long-term impact of autonomous vehicles.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending after a significantly better-than-expected jobs report, which is igniting intense community debate over the authenticity of the numbers and their implications for Federal Reserve rate cuts. Traders are sharply divided between those calling it a 'fake pump' destined for a reversal and others who are bullish, expecting further market gains despite the 'higher for longer' rate outlook.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending after its latest earnings revealed substantial EV-related losses, but a revenue beat and optimistic 2026 adjusted EBIT guidance are fueling community debate on future profitability, further supported by analyst upgrades and discussions around hybrid battery partnerships.

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L Catterton, the private-equity firm backed by luxury-goods giant LVMH Moët Hennessy Louis Vuitton (LVMHF), has acquired a majority stake in U.S.-based golf equipment company L.A.B. Golf for $200 million, the Wall Street Journal reported on Monday, citing people familiar with the matter.The reported deal represents a remarkable rise for a niche company that started inside a trailer and began with its founder, Bill Presse, hawking putters from the back of his car before it grew into one of the hottest startups in golf, according to the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/sports/golf/the-oddball-golf-putter-company-that-private-equity-just-bought-for-200-million-e4d1bbb1?gaa_at=eafs&amp;gaa_n=ASWzDAgC3hCGyKDxp2FD3Npwg1afkYWpq5lDim18YK_GpqzrHe9_1rBRLMpQ&amp;gaa_ts=688839b5&amp;gaa_sig=M185XTTQkfXVjq5GYegzw6wbqX1GZ8MwzL4oMfiPlkZ5-Q6SkZbCcIU6ZdyhDa_BNarifnRPJy5ulJauhbk0TA%3D%3D">report</a>.Creswell, Oregon-based L.A.B., which stands for Lie Angle Balance, has&nbsp;gained recognition for its innovative putters, featuring patented technology that eliminates torque during the swing.The putters feature screws that vary in size and weight on the bottom, giving them a distinct appearance. More top pros have adopted them in recent years, according to the report. J.J. Spaun’s U.S. Open win using an L.A.B. putter significantly boosted the company’s popularity and sales recently.According to WSJ, the company sold about 130,000 units last year and is on pace to roughly triple that in 2025. L.A.B. CEO Sam Hahn will remain with the company.The investor, L Catterton, focuses on consumer-focused companies and owns stakes in Birkenstock (BIRK), Restoration Hardware (RH), and Peloton (PTON). The firm recently invested in private-jet company Flexjet and exercise chain Solidcore.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-organization-sues-to-remove-inferior-imitations-of-his-branded-gear-from-amazon-e-bay-walmart/cho9KEdR5xM">Trump Organization Sues To Remove 'Inferior Imitations' Of His Branded Gear From Amazon, eBay, Walmart</a>

A detailed view of the L.A.B Golf putter of Adam Scott of Australia prior to the Hero Dubai Desert Classic at Emirates Golf Club on January 14, 2025 in Dubai, United Arab Emirates. (Photo by Richard Heathcote/Getty Images)

Viral Golf Startup LAB Lands $200M Valuation As LVMH-Backed PE Firm Takes Majority Stake After US Open Buzz: Report

The deal marks a significant milestone for the golf equipment company, whose innovative putters have gained popularity among top players in recent years.

Equity

The deal marks a significant milestone for the golf equipment company, whose innovative putters have gained popularity among top players in recent years.


LVMH Moët Hennessy Louis Vuitton (LVMHF) is being investigated by Hong Kong authorities regarding a June cyberattack that compromised the data of customers in several countries, including Hong Kong.According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/hong-kong-investigates-louis-vuitton-data-leak-that-affected-419000-2025-07-21/#:~:text=Hong%20Kong%20investigates%20Louis%20Vuitton%20data%20leak%20that%20affected%20419%2C000,-By%20Reuters&amp;text=HONG%20KONG%2C%20July%2021%20(Reuters,in%20South%20Korea%20in%20June.">report</a>, Hong Kong's privacy watchdog noted that data of 419,000 customers in the city-state was exposed, including names, passport details, addresses, email addresses, phone numbers, shopping history, and product preferences.LVMH submitted the data breach incident to Hong Kong's Office of the Privacy Commissioner for Personal Data on July 17. The company's French head office discovered suspicious activities on its computer system on June 13 and disclosed them on July 2.The breach has reportedly affected customers in the UK as well as South Korea and Turkey.On Stocktwits, the retail sentiment for LVMHF remained 'neutral,' unchanged from a week ago. The&nbsp;company's over-the-counter U.S. shares, <a href="https://stocktwits.com/symbol/LVMHF">LVMHF</a>, are down 15% year-to-date.<figure class="image"><img style="aspect-ratio:1214/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_21_at_2_38_24_PM_png_98a2e8a039.webp" alt="Screenshot 2025-07-21 at 2.38.24 PM.png" width="1214" height="138"><figcaption>LVMHF sentiment and message volume as of July 21 | Source: Stocktwits</figcaption></figure>The cyberattack on the world's largest fashion brand is part of a broader wave of breaches that have increasingly targeted retailers and consumer brands in recent months.UK retailer Marks &amp; Spencer was recently forced to take its website offline for nearly seven weeks following a major cyberattack — an incident the company expects will lower its annual operating profit by over $400 million.U.S. lingerie company Victoria's Secret (VSCO) and German sportswear brand Adidas have also been victims of cyberattacks. LVMH's Christian Dior disclosed a cyberattack in May.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-bets-on-yum-china-starbucks-in-consumer-space-as-earnings-season-kicks-off/ch8A5dGR5Aw">Morgan Stanley Bets On Yum China, Starbucks In Consumer Space As Earnings Season Kicks Off</a>

Louis Vuitton, Hong Kong, China. (Photo by: Bob Henry/UCG/Universal Images Group via Getty Images)

Hong Kong Investigates LVMH Over Data Breach Targeting Citizens' Data

LVMH disclosed in July that it had suffered a cyberattack the previous month, which reportedly compromised user data in several countries.

LVMH Moët Hennessy Louis Vuitton’s (LVMH) British unit reportedly said hackers have stolen some customer data in the latest string of cyberattacks against the luxury brand.On July 2, an unauthorized third party accessed the systems of Louis Vuitton UK and took information such as names, contact details, and purchase history, according&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-11/louis-vuitton-uk-says-hackers-have-stolen-some-customer-data?srnd=phx-industries-consumer">to</a> a Bloomberg report.<a href="https://stocktwits.com/symbol/LVMHF">LVMH shares</a> were down nearly 3% on Friday. Retail sentiment around the stock was in the ‘bearish’ territory, compared to ‘extremely bearish’ a week ago, with chatter being ‘high,’ according to Stocktwits data.The report added, citing an email sent to its customers on Friday, that no financial data was accessed by the hackers.“While we have no evidence that your data has been misused to date, phishing attempts, fraud attempts, or unauthorized use of your information may occur,” the email said.The incident marks LVMH’s third cyberattack in recent months. Last week,<a href="https://stocktwits.com/news-articles/markets/equity/lvmh-suffers-another-cyberattack-as-hacks-targeting-retail-brands-rise/chFtPC5RPwC">&nbsp;Louis Vuitton Korea</a> suffered a cyberattack, which also resulted in the compromise of some customer data. In May, Christian Dior Couture, LVMH’s second-largest fashion house, also disclosed that hackers had gained access to customer information.Bloomberg said the company has notified relevant authorities, including the Information Commissioner’s Office.Retailers, including U.S. lingerie label Victoria’s Secret (VSCO) and German athletic giant Adidas, have faced cyberattacks in recent months. In June, UK retailer<a href="https://stocktwits.com/news-articles/markets/equity/marks-and-spencer-relaunches-web-orders-nearly-7-weeks-after-major-hack/chlaj0mRbCg">&nbsp;Marks &amp; Spencer</a> had to take its website offline for nearly seven weeks following a significant cyberattack, an event expected to reduce its annual operating profit by over $400 million.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See:<a href="https://stocktwits.com/news-articles/markets/equity/levi-stock-surges-after-analysts-raise-price-target-on-stock-retail-sentiment-extremely-bullish/ch8cXLQR5ZF">&nbsp;Levi Stock Surges After Analysts Raise Price Target On Stock, Retail Sentiment ‘Extremely Bullish’</a>&nbsp;

Louis Vuitton logo is seen on the store at the Galleria Vittorio Emanuele II in Milan in Milan, Italy on March 2, 2025.

Louis Vuitton UK Reports Cyberattack Resulting in Customer Data Theft: Report

On July 2, an unauthorized third party accessed the systems of Louis Vuitton UK and took information such as names, contact details and purchase history, according to a Bloomberg News report.

Louis Vutton UK Reports Cyberattack Resulting in Customer Data Theft: Report

LVMH Moët Hennessy Louis Vuitton (LVMH) has appointed veteran executive Michael Burke to lead its Americas operations, reinstating a trusted fixer to tackle some of the group’s most pressing problems in the region.LVMH stock was up nearly 2% on Tuesday. Retail sentiment on<a href="https://stocktwits.com/symbol/LVMH">&nbsp;LVMH</a> was in the ‘bearish’ territory currently, compared to ‘neutral’ a month ago, according to Stocktwits data.Burke, 68, who has worked with CEO Bernard Arnault since the 1980s, will take charge of LVMH’s North and South American operations. He will report directly to Group Managing Director Stéphane Bianchi, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-08/lvmh-names-long-time-arnault-associate-to-fix-americas-business">reported</a>, citing an internal company memo.The report added he will also become the non-executive chairman of the U.S. jeweler Tiffany &amp; Co, which LVMH bought in 2021.LVMH is contending with waning U.S. demand as organic sales decline and escalating tariff costs put pressure on margins. Signs of luxury fatigue among American shoppers have spurred the group to recalibrate its regional strategy.Burke’s appointment follows LVMH's effort, bringing in someone well-known to the company to spearhead a turnaround in the region.He joined Arnault with responsibility for investments in the United States before becoming CEO of Christian Dior USA from 1986 to 1992, and then of Louis Vuitton North America from 1992 to 1997.Burke has, after this, held a series of top leadership roles across LVMH’s portfolio, including Managing Director of Christian Dior Couture, Chairman and CEO of Fendi, Bulgari, and Louis Vuitton.He became Chairman of Tiffany's board in 2021 and later served as Advisor to the Chairman in 2023. In February 2024, Burke was named to lead the LVMH Fashion Group as Chairman and CEO, overseeing brands such as Celine, Givenchy, Loewe, and Marc Jacobs.However, media reports from last year stated that Burke had to step aside from the role due to personal reasons.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hershey-picks-wendys-chief-kirk-tanner-as-new-ceo-in-succession-push/chFvsw3R5W5">Hershey Picks Wendy’s Chief Kirk Tanner As New CEO In Succession Push</a>

A guest wears Louis Vuitton bag outside Tony Ward during the Haute Couture Fall/Winter 2025/2026 as part of Paris Fashion Week on July 07, 2025 in Paris, France. 

LVMH Stock Surges As Luxury Goods Maker Appoints Longtime Arnault Confidante To Lead Americas Turnaround: Retail Remains Bearish

LVMH named long-time company executive Michael Burke to head its business in the Americas region, according to a Bloomberg News report.

LVMH Moët Hennessy Louis Vuitton SE engages in the manufacture of luxury goods. It operates through the following segments: Wines and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelry, Selective Retailing, and Other and Holding Companies. The Wines and Spirits segment is involved in the production and sale of champagne wines and sparkling wines, as well as distribution of vodka and white liquor. The Fashion and Leather Goods segment offers luggage items, bags, accessories, shoes, and clothes. The Perfumes and Cosmetics segment distributes make-up, perfume, and skin care products. The Watches and Jewelry segment manufactures luxury watches and accessories for men and women. The Selective Retailing segment is organized to promote an environment that is appropriate to the image and status of the luxury brands. The Other and Holding Companies segment pertains to the media division, which publishes newspapers and magazines, manages business and financial websites, and holds radio stations. The company was founded by Bernard Arnault on January 13, 1923 and is headquartered in Paris, France.

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