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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 amidst earnings anticipation and mixed sentiment regarding its path to profitability. While vehicle margins have expanded, concerns remain around overall losses and future guidance, sparking debate among bulls and bears. The community is closely watching for details on Q4 deliveries and potential for profitability.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA ($NVDA) is trending downwards amid concerns about increased competition from Google's AI chips, with Meta potentially exploring their use; this is raising questions about NVIDIA's long-term dominance despite reassurances of strong fundamentals. The community is debating whether this signals the start of margin erosion and a shift in the AI landscape, while some dismiss the news as overblown, citing NVIDIA's established ecosystem and upcoming catalysts.

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 C

Google is trending as discussions heat up about its AI capabilities with Gemini 3, potentially challenging competitors like OpenAI and even leading to market share gains against Nvidia in AI chips. Community members are weighing in on Google's long-term potential, with some suggesting it could become the most valuable company, while others caution against overvaluation. The stock's recent surge has sparked debates about an AI bubble and whether Google's valuation is justified.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid positive analyst ratings and optimism around its role in AI infrastructure, particularly following reports of Google's Gemini 3 model utilizing Broadcom's TPUs. Community members are discussing Broadcom's potential to challenge Nvidia's dominance in the AI chip market and anticipating further gains, with some noting recent insider buying as a bullish signal.

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

$RAGE is trending as the community rallies around the revival of OG meme culture and the potential for significant growth. Active community members emphasize the project's strong, unified base and ongoing building efforts across multiple social platforms. Talk centers on the coin's potential within the meme and crypto landscape.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

Mawson Infrastructure Group is trending due to increased attention on low-float stocks and its potential in the AI data center and Bitcoin mining sectors. Community discussions highlight the company's low market capitalization relative to its power capacity and revenue, suggesting it may be undervalued. Some investors believe MIGI's compliance pressures and shift towards AI could lead to a short squeeze.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as buzz builds around its AI capabilities, particularly after Salesforce CEO's positive feedback on Gemini 3, potentially positioning Google as a leader in the AI race. Community members are closely watching for a breakout past key resistance levels, fueled by optimism from Berkshire Hathaway's recent stake and potential revenue from selling TPUs to Meta. The stock's surge reflects growing confidence in its AI strategy and potential to challenge competitors in the evolving tech landscape.

shark raptor rocket launcher

SRRL is trending as traders discuss its chart patterns and potential for momentum. Community members are noting the "calm" and "organized" movement, suggesting accumulation. Some users are also exchanging information on where to purchase the token, indicating growing interest.

EHang Holdings Ltd. engages in the provision of aerial vehicle technology platform company. It also provides unmanned aerial vehicle (UAV) systems and solutions: air mobility (including human transportation and logistics), smart city management, and aerial media solutions. The firm operates through the following geographical segments: P.R.C., West Asia, East Asia, South America, Europe, and Other. The company was founded by Huazhi Hu and Yifang Derrick Xiong in December 2014 and is headquartered in Guangzhou, China.

EHang Holdings Ltd - ADR

EHang Holdings

EHang is trending due to discussions around upcoming earnings and the potential unveiling of their VT35 model, with the community weighing the impact of these catalysts. Bullish sentiment highlights long-term potential and strategic partnerships, while others express concerns about the stock's performance relative to competitors in the eVTOL space and potential risks associated with Chinese stocks.

Amentum Holdings, Inc. provides mission-critical, technology-driven services in government and commercial markets. It operates through two operating segments: Critical Mission Solutions and Cyber & Intelligence. The Critical Mission Solutions segment provides test, training, and operations services for missile defense systems, IT and engineering services to defense clients and the space sector, technological solutions, including installations, decommissioning, and environmental remediation to energy clients, and other highly technical consulting solutions. The Cyber & Intelligence segment provides advanced cyber training and data analytics for government professionals, advanced communication systems and aerial mapping technologies to national security clients, and other technical services for United States defense and intelligence clients. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum ($AMTM) is trending as investors react to strong earnings and a substantial backlog, with some highlighting Citron Research's bullish outlook and a price target of $55. The community is actively discussing the company's potential to benefit from increased defense spending and nuclear modernization, drawing comparisons to Palantir ($PLTR) and Oklo ($OKLO). Some see Amentum as undervalued, citing its position in the defense and government services sector, while others express concern about debt and market manipulation.

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<ul><li>Four LVMH labels — Louis Vuitton, Dior, Tiffany, and Loro Piana — are set to open multistory stores in Beijing next month, according to a report by Bloomberg.</li><li>A Christian Dior&nbsp;store&nbsp;is also being planned in Shanghai for next year.</li><li>Recent commentary from retail companies and brands points to a rebound in fashion and luxury sales in China.</li></ul>LVMH Moet Hennessy Louis Vuitton SE is set to open major stores in China next month, according to a Bloomberg report on Tuesday, as high-end brands see early signs of a sales rebound in the world’s second-largest economy.Four LVMH labels — Louis Vuitton, Dior, Tiffany, and Loro Piana — will open multistory stores in Beijing next month after years of development, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-11/lvmh-nears-china-store-openings-as-luxury-demand-begins-recovery">report</a>, which cites people familiar with the matter. Christian Dior is in talks with developer Swire to open a new store in Shanghai next year, with LVMH considering further collaboration with Swire for permanent and time-limited spaces and events.The development of some stores had been slow amid the country’s luxury sales slump, but retail companies are now signaling signs of an early rebound. Firms such as Lululemon, Tapestry, and Ralph Lauren have reported strong sales in Mainland China in their recent quarterly reports.The opening of the new Beijing stores would be one of LVMH’s largest launches in recent years. The French luxury giant returned to growth in the third quarter, while Gucci owner Kering SA reported a smaller-than-expected drop in sales. Together, global retail leaders expressed cautious optimism about a recovery in one of their most important markets.LVMH's third-quarter revenue rose 1% on an organic basis, following two quarters of declines. Sales from China rose 2%, after dropping by 9% in the first half, with the company seeing encouraging demand in the country.LVMH currently operates an exhibition space in Zhangyuan, Shanghai, while several LVMH brands, including Tiffany and Bvlgari, have also held exhibitions in the same space.As of the last reading, the retail sentiment for LVMH’s U.S.-listed shares, <a href="https://stocktwits.com/symbol/LVMUY">LVMUY</a>, was ‘bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-backed-anthropic-seen-turning-profitable-two-years-ahead-of-open-ai-report/cLPdKzRREPc">Amazon-Backed Anthropic Seen Turning Profitable Two Years Ahead Of OpenAI: Report</a>

Pedestrians pass by a Louis Vuitton store in Shanghai, China. (Photo credit should read CFOTO/Future Publishing via Getty Images)

LVMH Bets On China’s Recovery With New Louis Vuitton, Dior, Tiffany Stores In Beijing Next Month: Report 

Recent commentary from retail companies and brands points to a rebound in fashion and luxury sales in China.

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Berenberg downgraded stocks of LVMH Moet Hennessy Louis Vuitton SE and Gucci owner Kering SA, two of the world's largest luxury product companies, and gave a dire outlook for the sector broadly."After three decades, the luxury super cycle is over," the investment research firm said in a note, according to the summary on The Fly. The firm believes demand for luxury will grow at only 2%-3% annually in the medium term, below the historical norm of 6%.Constraints on aspirational consumers are more severe than initially modeled, according to the brokerage.Berenberg downgraded LVMH's Paris share to 'Hold' from 'Buy,' with a price target of 570 euros. That's about 5% below the stock's last close.The analyst downgraded Kering's stock rating to 'Sell' from 'Hold.' It set a 160-euro price target, which is half of the stock's last close level.Although luxury goods are typically resilient to economic headwinds, the U.S. tariffs have launched a cascading effect on economies around the world, and even the most affluent of shoppers are keeping their purse strings tight. Those who are a step below are clearly holding off on luxury purchases.&nbsp;&nbsp;On Stocktwits, the retail sentiment was 'bullish' for <a href="https://stocktwits.com/symbol/LVMUY">LVMH's U.S. shares</a> and 'neutral' for <a href="https://stocktwits.com/symbol/PPRUY">Kering's U.S. shares</a> as of early Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nestle-to-cut-nearly-6-roles-to-save-costs-retail-mood-bearish/ch6YHwlR3Vp">Nestle To Cut Nearly 6% Roles To Save Costs: Retail Mood Bearish</a>

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

LVMH, Kering Downgraded By Berenberg As 'Luxury Super Cycle Is Over' — Retail Traders Have Mixed Feelings

Demand for luxury will grow at only 2%-3% annually in the medium term, below the historical norm of 6%, the investment research firm believes.

LVMH Moët Hennessy Louis Vuitton SE (LVMUY), the world's largest luxury fashion goods company, has said that its Korean unit recently suffered a cyberattack, compromising some customer data.The incident occurred on June 8 and was detected on July 2, the company stated in a <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.louisvuitton.com/documents/privacy-information/kr/information-notice">press release</a> last week. Financial information of customers, including passwords, credit card details, bank account numbers, and other financial account data, was not compromised.The latest breach follows a surge in cyberattacks, particularly targeting retail brands.&nbsp;&nbsp;UK retailer Marks &amp; Spencer was recently forced to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marks-and-spencer-relaunches-web-orders-nearly-7-weeks-after-major-hack/chlaj0mRbCg">take its website offline</a> for nearly seven weeks following a major cyberattack — an incident the company expects will lower its annual operating profit by over $400 million.In recent months, 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.On Stocktwits, the retail sentiment for LVMUY remained 'neutral,' unchanged from the previous week.<figure class="image"><img style="aspect-ratio:578/65;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_07_at_7_42_15_AM_png_1fe9002d49.webp" alt="Screenshot 2025-07-07 at 7.42.15 AM.png" width="578" height="65"><figcaption>LVMH sentiment and message volume as of July 6 | Source: Stocktwits</figcaption></figure>"We are strengthening the security of our systems and working with the best experts in cybersecurity," LVMH said in a statement. The company did not disclose the number of consumers affected or the possible source of the hack.The incident may raise concerns, as the luxury market is under pressure amid weak demand trends, with U.S. tariffs adding uncertainty to an already volatile economic environment plagued by wars and high inflation.LVMH recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/worlds-biggest-luxury-brand-still-struggles-as-china-troubles-loom/ch09dEjRbpO">flagged weakness</a> for the ongoing quarter, noting particular underperformance in China, and indicated that it may&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/luxury-to-get-pricier-lvmh-eyes-hikes-to-cushion-us-tariff-blow/ch0A1AARbtg">raise product prices</a> to offset some of the headwinds.For updates and corrections, email newsroom[at]stocktwits[dot]com.

LVMH Suffers Another Cyberattack As Hacks Targeting Retail Brands Rise

Data at the luxury brand’s Korean division was compromised just months after a cyberattack targeted its other label, Christian Dior.

China’s tariffs on French cognac reportedly depend on EV deal

Investing.com -- French cognac producers have reached a provisional agreement on minimum import prices for the Chinese market, but China will only finalize the deal if progress is made in a dispute over European Union tariffs on Chinese electric vehicles, according a Reuters report on Friday.

LVMH stock target slashed at Morgan Stanley ’as operating deleverage bites’

Investing.com -- Morgan Stanley has cut its price target on LVMH (EPA:LVMH) shares from €560 to €510, pointing to sharper-than-expected earnings pressure stemming from operating deleverage and adverse foreign exchange (FX) movements.

Dior naming Anderson as sole creative director seen as a positive for LVMH

LVMH Moët Hennessy Louis Vuitton SE (LVMUY) signaled it may raise product prices to offset tariff pressures. As the world’s largest luxury brand, its move could influence pricing strategies across the broader luxury retail sector.According to a Reuters report, Deputy CEO Stephane Bianchi told members of the French parliament on Wednesday that the luxury group can increase prices by 2% to 3% annually.Bianchi and CFO Cecile Cabanis said it is harder to raise prices for lower-cost products than for the most expensive items, and they still cautioned that "this does not mean the (price) elasticity is infinite.”Consumers of luxury goods typically have higher purchasing power and the capacity to absorb price hikes.Earlier this week, U.S. President Donald Trump threatened to impose a 50% tariff on imports from the European Union next month. He backed down soon after and restored the July 9 deadline, allowing trade negotiations to progress between the two sides.The move comes as LVMH reportedly <a href="https://stocktwits.com/news-articles/markets/equity/worlds-biggest-luxury-brand-still-struggles-as-china-troubles-loom/ch09dEjRbpO">informed investors</a> and analysts that weakness in the business persists and its China market continues to underperform.LVMH, which owns Louis Vuitton, Dior, and Tiffany and towers with over $90 billion in annual revenue, missed sales expectations last quarter.LVMH’s revenue in the region, including China, fell 11% last quarter. The company recorded a similar drop for 2024. According to the report, the area that includes China accounts for about 30% of LVMH's total sales, while the U.S. garners 24%.On Wednesday, executives said LVMH still plans to continue investing in China, although they acknowledged that Chinese consumers were spending and traveling less than previously.On Stocktwits, the retail sentiment for LVMUY was 'bullish.'For updates and corrections, email newsroom[at]stocktwits[dot]com.

Luxury To Get Pricier? LVMH Eyes Hikes To Cushion US Tariff Blow

A potential hike by the world’s largest luxury brand will have a ripple effect across the sector.

LVMH (LVMUY), the world's biggest luxury brand, has reportedly told investors and analysts that weakness in the business is persisting and its China market continues to underperform, signaling a bleak picture for the luxury retail industry worldwide.According to a Bloomberg News report, the French conglomerate is&nbsp;sending cautious signals about second-quarter trends amid lackluster consumer confidence, particularly in China.Sources told the publication that LVMH indicated its current quarter might not improve over the previous one.&nbsp;LVMH, which owns Louis Vuitton, Dior, and Tiffany and towers with over $90 billion in annual revenue, missed sales expectations last quarter.LVMH’s revenue in the region, including China, fell 11%&nbsp;organically and recorded a similar drop for 2024. The&nbsp;area that includes China accounts for 30% of LVMH’s total sales, while the U.S. garners 24%, according to the report.China has long been a key growth driver for luxury retailers, but ongoing economic weakness and fresh uncertainty from U.S. tariffs are prompting consumers to pull back on spending.Already facing press from weak consumer trends, LVMH's pessimistic outlook might further weigh on the sentiment for luxury retailers, from U.S. firms Tapestry (TPR), Capri Holdings (CPRI), and Ralph Lauren (RL) to European giants like Kering, Richemont, and Gucci.Capri recently <a href="https://stocktwits.com/news-articles/markets/equity/prada-acquires-versace-from-capri-holdings/chfYiD6RbBA">sold</a> its Versace to Prada for $1.4 billion. Meanwhile, investors might find more clues in Ralph Lauren's quarterly report, due on Thursday.On Stocktwits, the retail sentiment for LVMUY dropped to 'neutral' from 'bullish.' As of writing, the sentiment was 'neutral' for Tapestry, and 'bullish' for Capri and Ralph Lauren.For updates and corrections, email newsroom[at]stocktwits[dot]com.

World’s Biggest Luxury Brand Still Struggles As China Troubles Loom Large - Report

LVMH reportedly tempered investor expectations for the current quarter; the warning might weigh down the sentiment for global luxury retail firms.

TD Cowen lowers LVMH rating to Hold as macro weighs on sales, margin outlook

Investing.com -- TD Cowen lowered its rating on LVMH shares to Hold from Buy amid global macroeconomic pressures, especially in China and the United States, which together account for approximately half of the company's sales.

LVMH shares slump amid Q1 sales miss, analyst rating cut

Investing.com - The ADRs of luxury goods maker LVMH Moet Hennessy Louis Vuitton SA (EPA:LVMH) ADR (OTC:LVMUY) fell more than 6% on Monday after the company reported that total first quarter organic sales fell 3% to EUR 20.311 billion.  Analysts had expected growth of 2%.

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 1, 1987 and is headquartered in Paris, France.

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