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Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors weigh strong Q1 earnings results, including improved free cash flow and user growth, against cautious guidance and the termination of a partnership. The community is actively debating the effectiveness of leadership and debating the potential for a long-term turnaround driven by cost-cutting initiatives and future hardware developments.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is generating significant market buzz ahead of its quarterly earnings release as investors weigh the company's aggressive pivot toward the data center CPU market against its high valuation. The community remains sharply divided, with bulls pointing to robust demand for AI-driven compute as a long-term catalyst, while bears argue that supply chain constraints and the recent vertical price rally suggest a bubble-like environment susceptible to a post-earnings selloff.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is gaining market attention as shareholders of Warner Bros. Discovery prepare for an upcoming pivotal vote on their proposed $110 billion merger. Community sentiment remains split, with some traders optimistic about the consolidation's long-term synergy potential while others voice frustration over price volatility and the broader implications of the deal's structure.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Root Inc. is trending as investors react to a significant milestone where the company surpassed 200,000 policies through its partnership with Carvana, triggering the exercisability of warrants. Community discussion remains heavily polarized between bulls betting on rapid partnership-led growth and share buybacks, and bears highlighting persistent management insider selling, executive compensation concerns, and questions regarding the long-term sustainability of the current growth model.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry shares are trending as investors rally around the companys pivot to a software-driven growth model, fueled by its QNX platform's critical role in physical AI, robotics, and automotive systems. The community is actively discussing strong quarterly earnings and the strategic integration of QNX software with Nvidias platforms as major indicators of long-term revaluation potential.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is trending as the community closely monitors its recent $625 million acquisition of Mirantis and anticipates upcoming earnings, fueling debates over the company's shift toward a full-stack AI cloud model. Investors are actively discussing the potential for major hyperscaler contract announcements and whether this move effectively bridges the gap in their AI software capabilities.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing strong momentum as investors weigh a potential buyout against the company's scaling revenue and upcoming clinical catalysts. The community is actively discussing the strong adoption of BRIUMVI and anticipation surrounding the subcutaneous formulation trial results, which many view as a critical inflection point for the stock.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA Biologics is currently in focus as investors analyze the stock's sharp volatility following a contentious short-seller report and the company's subsequent rebuttal. The community is actively debating the stock's fundamental valuation, with many traders weighing the impact of share repurchases, recent regulatory developments, and potential earnings performance against the backdrop of competitive headwinds.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending following an earnings beat that exceeded profit expectations and reaffirmed revenue guidance, sparking significant buying interest from the community. Investors are closely tracking the company's path to profitability and margin expansion, with many debating whether the current momentum marks the start of a sustained reversal.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is surging on investor enthusiasm as the market re-rates the company from a hardware vendor to a backlog-backed energy storage play critical for AI data center infrastructure. The community is actively debating the durability of this momentum, contrasting record-setting contracted order backlogs and hyperscaler supply agreements against previous concerns over margin execution and short interest.

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ETFs Caught in the Crossfire Amid US-Greenland Trade Gambit

CARU and other ETFs slid as Trump's Greenland-linked tariff threat and the EU's retaliation jolted autos, aerospace, tech and banks. 

<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 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.

Lvmh Moet Hennessy Louis Vuitton SE - ADR - Level I

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

Current Price	$111.88
Prev Close	$105.00
Open	$111.22
Dividend Yield	1.41%
50-Day Moving Average	$111.93
Beta	0.91
Avg. Volume	381,729.76
PE Ratio	22.69

52-Week High	$152.95
52-Week Low	$101.80
Market Capitalization	$276.63B
EPS (Annual)	$4.93
Price to Book	3.50
Revenue Per Employee	$432,213.26

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