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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 experiencing extreme volatility, dropping sharply from pre-market highs despite reporting strong Q4 revenue, robust Q1 guidance, and a $2 billion share buyback program. The community is actively debating if this is market manipulation or a buying opportunity, amid a broader software sector sell-off where positive earnings are met with downward pressure.

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 after its stock price plummeted following conservative Q1 guidance, despite beating Q4 earnings expectations. The community is sharply divided, with many viewing the steep sell-off as an overreaction and a buying opportunity, while others express deep concerns about AI competition and broader market pressures on software companies.

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

ALAB is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, reinforcing its crucial position in AI infrastructure connectivity. The stock's characteristic volatility has prompted active community debate regarding its valuation and the immediate sell-off following positive news.

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 mixed earnings, with a notable decline in crypto revenue raising concerns about its dependence on volatile digital assets, despite growth in areas like Gold subscribers and prediction markets. The community is sharply divided, with some viewing it as an overvalued, crypto-tied platform while others see a long-term "superapp" opportunity at current levels.

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 Holdings is trending following a strong Q4 earnings report and the announcement of Paul Gu as its new CEO; however, the stock experienced a notable sell-off, sparking community debate over strong fundamentals and institutional support versus broader fintech sector weakness and perceived market manipulation.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

T-Mobile's launch of an AI-powered real-time translation service has sparked concerns about Duolingo's future, as some fear AI will render language learning apps obsolete. However, many in the community argue Duolingo's focus on immersive learning is distinct from mere translation, citing the company's strong user growth and financial performance as reasons for optimism amid the recent sell-off.

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 is trending sharply higher following robust earnings results and strong forward guidance, driven by record orders and a significant backlog in AI data center infrastructure. The community is actively discussing its critical role as a behind-the-scenes beneficiary of the AI supercycle, though some anticipate profit-taking after its impressive run.

Oatly Group AB is a holding company, which focuses on developing expertise around oats, a global power crop with inherent properties suited for sustainability and human health. It operates through the following geographical segments: Europe & International, North America and Greater China. The company was founded by Björn Öste in 1994 and is headquartered in Malmö, Sweden.

Oatly Group AB - ADR

Oatly Group

Oatly Group is trending as its Q4 earnings report reveals the company achieved its first adjusted profitable year with strong revenue and margin expansion, sparking community discussion about a significant turnaround for the plant-based beverage brand.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy is seeing significant price volatility driven by recent financial updates that included missed profit estimates and a cautious forward outlook, further exacerbated by an announced at-the-market equity offering that has raised dilution concerns among investors. Despite these short-term headwinds, a segment of the community holds firm on the company's long-term value, highlighting its unique position as the sole Western producer of HALEU, essential for both national security and the growing energy demands of advanced nuclear power and AI.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is experiencing significant momentum following an initial production order from a lead hyperscale customer for its Sonoma systems, validating its critical ultra-high-power testing technology for next-generation AI processors. The community is actively discussing the potential for a multi-year growth cycle driven by broader adoption from other tech giants and a looming short squeeze.

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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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