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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the community dissects recent price action and debates future prospects following earnings. Optimism around AI projects like Optimus is countered by concerns about EV sector challenges and valuation. Traders are actively discussing short squeezes and potential price movements.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Shares of Super Micro Computer are seeing volatility, with community members discussing the potential reasons behind the price movement, including delayed revenue recognition and concerns about management's communication. Despite some worries, many allude to the company's long-term growth potential in AI and robust demand, viewing the current dip as a buying opportunity. Discussions also include speculation about potential acquisitions and the impact of broader market trends.

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

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop ($GME) is trending as traders discuss its potential to mirror Beyond Meat's ($BYND) recent surge, with some highlighting the possibility of a short squeeze and drawing parallels to the stock's 2021 frenzy. The community is actively analyzing technical indicators and waiting for a catalyst, while also debating the influence of key figures and market manipulation. Despite some skepticism, many express strong conviction in GME's long-term potential, citing its cash reserves and brand recognition.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IONQ is trending due to speculation about potential government equity stakes in quantum computing firms, fueled by a Wall Street Journal report, though conflicting reports have emerged. The community is debating the validity and implications of this news, with some viewing it as a positive catalyst while others suspect a pump and dump scheme. The discussions also include comparisons to other quantum computing stocks and the broader implications for the sector.

Bleichroeder Acquisition Corp. I is a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Andrew Stephen Gundlach and Michel Combes on June 24, 2024 and is headquartered in New York, NY.

Bleichroeder Acquisition Corp. I - Ordinary Shares - Class A

Bleichroeder Acquisition Corp I

Bleichroeder Acquisition Corp I (BACQ) is trending following bullish sentiment from Citron Research and excitement around its merger with Merlin Labs, an AI autonomous flight technology company with government contracts. The community is discussing the potential for significant gains, partnerships with major aerospace companies, and a relatively low float which could lead to a substantial price increase. Some are comparing BACQ to other successful SPACs and highlighting its potential in the defense and AI sectors.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending amidst discussions around its Q3 earnings, potential software growth concerns, and strategic positioning in the AI and quantum computing sectors. Community members are weighing the positive earnings report against slower growth in Red Hat, while also considering the long-term potential of IBM's AI and quantum initiatives. Additionally, the possibility of government stakes in the quantum industry, potentially involving IBM, is generating interest.

Oscar Health, Inc. is a health 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 ($OSCR) is trending amid speculation around the extension of ACA subsidies, with community members anticipating a potential rally if an agreement is reached. Recent partnerships and positive Q1 growth are also fueling optimism, while some traders point to technical indicators suggesting a breakout. However, negative sentiment persists among some investors who cite concerns about the company's financial health and competitive pressures within the healthcare insurance sector.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Shares of RGTI are volatile as investors react to conflicting reports regarding potential government investment in quantum computing firms, leading to debates about the legitimacy and impact of the news. The community is actively discussing whether the stock is overvalued and if the recent price surge is sustainable, with some anticipating a correction. Broader discussions include the long-term commercial viability of quantum computing and the competitive landscape with established tech giants.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences ($VTYX) is trending due to Phase 2 trial hype, with discussions around its potential in cardiovascular treatment. Community members are actively debating shorting opportunities and potential price targets, fueled by unusually high trading volume. Bullish sentiment anticipates further upgrades and a potential squeeze, while bears cite cash runway concerns and an offering.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum ($QBTS) is surging amid speculation that the Trump administration may take equity stakes in quantum computing firms, driving excitement and debate within the investment community. While some investors are optimistic about potential government backing and the future of quantum computing, others are skeptical, citing concerns about overvaluation and the source of the initial news. Community members are actively discussing the validity of the reports and the potential impact on the broader quantum computing sector.

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<ul class="summary-bullets"><li>The two sides will discuss key economic and trade issues within the purview of the critical consensus reached between the heads of state during earlier phone calls.</li><li>Washington, meanwhile,&nbsp; is considering software export curbs to China in response to Chinese rare earths export restrictions.</li><li>China and the U.S. have held high-level discussions four times this year on the tariff impasse.</li></ul>A significant headwind that has tempered market optimism in recent sessions may soon be resolved, with the Chinese Commerce Ministry reportedly confirming that bilateral talks will be held between both sides in Malaysia from Oct. 24 to 27.<h2 class="st-heading-2">The Two Meet Again</h2>Chinese Vice-Premier He Lifeng, who is the country’s top trade negotiator, will lead a delegation to Malaysia to hold economic and trade consultations with the U.S. side, the Chinadaily.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chinadaily.com.cn/a/202510/23/WS68f9d827a310f735438b689c.html">reported,</a> citing a spokesperson of the ministry. The two sides will discuss key economic and trade issues within the purview of the critical consensus reached between U.S. President Donald Trump and his Chinese counterpart, Xi Jinping, during their phone calls held earlier this year.<h2 class="st-heading-2">Market Stays Skeptical</h2>Amid the development, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;an exchange-traded fund that tracks the S&amp;P 500 Index, ticked up 0.04% in Thursday’s early premarket session, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, was also up marginally. On Stocktwits, retail sentiment toward the SPY ETF was ‘bullish’ early Thursday, while that toward the QQQ ETF remained ‘extremely bearish.’ The message volume on both streams remained ‘high.’The SPY and QQQ ETFs are up 15% and 19%, respectively, for the year-to-date period, compared to the 36% gain for the iShares&nbsp;<a href="https://stocktwits.com/symbol/MCHI">MSCI China ETF (MCHI)</a>.China and the U.S. have held high-level discussions four times this year about the tariff impasse, with the last meeting held in Stockholm, Sweden, discussing mainly economic issues and a potential takeover deal for the U.S. unit of TikTok.&nbsp;<h2 class="st-heading-2">US Mulling Software Curbs</h2>In the meantime, Washington has hardened its stance against China. U.S. Treasury Secretary Scott Bessent reportedly<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/23/us-china-software-export-curbs-bessent-trump-xi-meeting.html"> told</a> CNBC that the U.S. is considering curbs on software-related exports to China in response to Chinese rare earths export restrictions. “Everything is on the table,” Bessent said. “If these export controls, whether it’s software, engines or other things happen, it will likely be in coordination with our G-7 allies.”Trump reportedly said on Wednesday that he had a long meeting scheduled with Xi when the two meet in South Korea during his diplomatic trip to the country next week. The two sides will likely discuss China’s soybean purchase from the U.S. and curbs on nuclear weapons.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-tips-hat-to-sundar-pichai-for-google-s-latest-quantum-leap/cLG49mqR3Ag">Elon Musk Tips Hat To Sundar Pichai For Google's Latest Quantum Leap: 'Congrats'</a>

In this photo illustration portraits of US President Donald Trump and Chinese President Xi Jinping are displayed on computer screen as US flag is seen in Ankara, Turkiye on April 10, 2025. 

China Confirms High-Level Trade Talks With US In Malaysia Amid Lingering Trade Frictions

The two sides will discuss key economic and trade issues within the purview of the critical consensus reached between the heads of state during earlier phone calls.

Equity

ETFs in Focus as China's Economic Growth Slows in Q3

China's GDP slows to 4.8%, raising hopes of policy easing. Likely rate cuts may drive ETFs like KWEB, CQQQ, FXI & MCHI in the coming months.

China’s top political leadership will reportedly draw up a five-year plan to buoy domestic manufacturing when it meets this week, even as the U.S.-Chinese trade standoff continues to be a significant headwind.&nbsp;Goldman Sachs’ Chief China Economist Hui Shan said, “The meat of the 15th five-year plan probably will be to show determined support for technology, innovation and security,” according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/ba6a1a51-70a0-4a24-a97e-dcf123467c53">report</a>.&nbsp;The report stated that at the four-day “fourth-plenum” meeting that kicks off on Monday, the Central Committee of the Chinese Communist Party will discuss the details of the country’s 15th five-year plan, emphasizing the importance of consumption.Data released by the Chinese National Bureau of Statistics (NBS) showed that the <a href="https://stocktwits.com/news-articles/markets/equity/china-s-gdp-growth-slows-amid-renewed-trade-tensions-with-us/ch6CKO6R3oZ">country’s economy grew 4.8% year-over-year</a> (YoY) in the third quarter, the slowest in a year, but aligning with the consensus estimate, with fixed-asset investment serving as a drag,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/20/china-economic-growth-gdp-september-third-quarter-q3-retail-sales-industrial-output-urban-investment-fixed-income.html">according</a> to CNBC.The&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a> has soared over 36% this year, outperforming the U.S. tech-focused index, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> (+18.6%), and the broader&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> (+14.4%).China To Double Down On Tech ThrustThe FT report said the next five-year plan will be formally released in March, although the blueprint will be laid out during the week’s meeting. Aligning with President Xi Jinping’s thrust on technological and industrial self-reliance to break free of the dependence on Western economies, led by the U.S., Beijing will likely signal heavy state-led investment in cutting-edge technologies.Conference Board’s Principal Economist of the China Center, Yuhan Zhang, reportedly said the next five-year plan will “continue channeling resources towards strategic emerging industries such as AI, new energy, new materials, advanced manufacturing, and ‘future industries’ like brain-computer interfaces.”“State-directed investments in new productive forces and infrastructure aim to expand ‘the means of production’, create jobs, attract private capital, and strengthen economic and technological autonomy while asserting China’s global influence.”According to FT, domestic demand wouldn’t be the thrust for the next five-year plan, and the government will likely announce more efforts to boost consumption. Economists expect the plan to incentivize government officials at all levels to increase household spending by setting numerical targets.Neil Thomas, fellow on Chinese Politics at the Center for China Analysis at the Asia Society, said, “Perceptions in Beijing of the external environment have darkened, with US politics intensifying global uncertainty and economic risk.”“Hence Xi’s emphasis on investment in new technologies, which not only gave China a technological edge but also aimed to lift productivity — the key to future economic growth.”Why China’s Chasing Tech EminenceThe ongoing tariff tussle between the U.S. and China threatens to widen the lag the latter has with the former in technology. Washington curbed exports of high-performance chips manufactured by U.S. tech companies such as Nvidia and AMD to China, applying brakes on the latter’s progress in artificial intelligence.&nbsp;With rare earths now taking the center stage in the latest escalation of the trade war between the two countries, U.S. President Donald Trump has warned of levying 100% tariffs on China. He, however, has softened his stance since then. In an interview with Fox News “Sunday Morning Futures,” Trump said, “I'm not looking to destroy China.”“China has built their military because of us. China has taken out trillions and trillions of dollars. Now they've forced me to charge them what is the equivalent of 155 to 157,"&nbsp;he added.&nbsp;Trump, however, expressed confidence in a resolution when he meets with his Chinese counterpart, likely in two weeks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments</a>

Abstract AI Symbol Hovering Above Chinese Flag – Representing AI Innovation and Technology in China - stock photo courtesy of J Studios via Getty Images

China’s Next 5-Year Plan to Prioritize AI And Other Cutting-Edge Tech, Innovation Amid US Trade Tensions: Report

Beijing will likely signal heavy state-led investment in cutting-edge technologies at a key meeting of the Chinese Communist Party’s Central Committee.

China's economic growth slowed for a second straight quarter&nbsp;from July to September, official data released on Monday showed, underscoring headwinds from U.S. tariffs and weakness in some local industries.The gross domestic product (GDP) grew 4.8% year-over-year, in line with economists' estimates from Reuters. However, the rate was lower than the 5.2% growth in the April-June period and 5.4% in the January-March period. China is aiming for full-year growth of around 5%.What The Data RevealsThe world's second-largest economy continues to grapple with a host of challenges, including renewed trade tensions with the United States, weak domestic demand, and a persistent slump in the property market.Retail sales, a major gauge of consumption, rose by 3% in September, down from 3.4% in August. Industrial output grew by 6.5% last month, accelerating from a 5.2% rise in August.Private investment, a gauge of investor confidence, declined by 3.1% in the first nine months of the year, compared with a 2.3% decline in the January-August period last year.Other Economic IndicatorsMeanwhile, other economic indicators released on Monday will also likely weigh on trading in the Chinese market. The country's central bank kept the benchmark lending rates unchanged for the fifth consecutive month, in line with expectations.Chinese President Xi Jinping and the country's top leaders, known as the Central Committee, will convene for the "Fourth Plenum" on Monday, a three-day closed-door meeting to discuss China's next five-year plan.Separately, data from China's customs department showed that the country's exports to North Korea, a heavily sanctioned nation, rose 30.75% year-over-year last month, according to a Reuters report. They included soybean oil, processed hair and wool for wig-making, petroleum bitumen, and granulated sugar.Market SnapshotDespite economic headwinds, Chinese stocks — including U.S.-listed ones — are rallying, driven by AI-fueled gains in Alibaba and other major tech firms.So far this year, the iShares MSCI China ETF (MCHI), which tracks major Chinese companies, and the KraneShares CSI China Internet ETF (KWEB), which tracks Internet and tech companies, have gained around 37%. That's three times the 12.7% gains in the SPDR S&amp;P 500 ETF Trust (SPY), which tracks the benchmark S&amp;P 500 stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A man pushes a stroller with a baby near a Chinese national flag at a scenic spot. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

China's GDP Growth Slows Amid Renewed Trade Tensions With US

GDP grew 4.8% in the third quarter, deaccelerating from the 5.2% growth in the April-June period and the 5.4% in the January-March period.

The Chinese government reportedly confirmed that Beijing and Washington held working-level talks on Monday, but urged the U.S. to show sincerity to resolve the differences. The comments came after U.S. President Donald Trump struck a conciliatory tone on Sunday and assuaged concerns about an escalation in the trade ties between the countries.&nbsp;“The U.S. cannot engage in dialogue while intimidating and threatening to impose new restrictions. This is not the right way to deal with China,” the Chinese Ministry of Commerce said on Tuesday,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.scmp.com/economy/china-economy/article/3328883/china-and-us-held-working-level-talks-monday-despite-trade-spat?module=top_story&amp;pgtype=homepage">according</a> to the South China Morning Post. “China urges the US to immediately correct its wrong practices and show sincerity for dialogue.”Trump warned last week that he would impose triple-digit tariffs on China after Beijing tightened its control on rare earths. These critical materials are essential in manufacturing a host of items, including electronics, automobiles, and semiconductors. The warning sent stocks into a tailspin on Friday.&nbsp;The U.S. President, however, said on Sunday not to worry about&nbsp;China and that “It will all be fine!”&nbsp;but added that “President Xi just had a bad moment. He doesn’t want Depression for his country, and neither do I,” he added.&nbsp;The market latched onto Trump’s comments, construing them to be positive, and rebounded on Monday. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which track the S&amp;P 500 and the Nasdaq 100 indices, rose 1.53% and 2.12%, respectively. The SPY and QQQ ETFs have gained 14% and 18%, respectively, for the year-to-date period. The&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, which climbed 3.11% on Monday, has rallied 36.5% this year.On Stocktwits, retail sentiment toward SPY ETF remained ‘neutral’ by late Monday, while that&nbsp;of the QQQ ETF stayed ‘bearish.’ The message volume on both streams was at ‘high’ levels. The MCHI ETF drew ‘bullish’ sentiment from among retailers on the platform, an improvement from the ‘neutral’ mood seen the previous day. The message volume, however, remained ‘low.’The SCMP report also noted that the MoC said that the two sides have maintained communication under the framework of a bilateral economic and trade consultation mechanism, which was established during trade negotiations earlier this year.China’s most recent comments came after U.S. Trade Representative Jamieson Greer said in a TV interview on Sunday that the Chinese declined to have a phone call when the U.S. wanted clarification on Beijing’s expansion of rare earth export controls.&nbsp;China refuted&nbsp;Greer’s comments, saying that China had communicated about the expanded controls. “China’s export controls do not equate to a ban on exports; applications that comply with regulations will be approved as always, working together to maintain the security and stability of the global industrial and supply chains,” the MoC stated. “In contrast, the U.S. has long generalized the concept of national security, abused export controls, and adopted discriminatory practices against China.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-dgx-spark-lands-at-starship-hq/ch6mBL1R3la">Nvidia’s DGX Spark Lands At Starship HQ As Jensen Huang Hand-Delivers It To Elon Musk</a>

American and Chinese flags flanking photo of cargo ships - stock photo courtesy of TGI/Tetra Images via Getty Images

Beijing Confirms Dialogue With US But Warns ‘Intimidation’ Not The Way To Deal With China

China stated that the two sides have maintained communication under the framework of a bilateral economic and trade consultation mechanism established earlier this year.

Retail traders were buzzing about Alibaba late Tuesday, following the release of its largest Qwen AI model and rise in the company's Hong Kong shares.On Stocktwits, BABA was the top trending ticker, even as retail sentiment for the stock was 'bearish' as of the last reading. Notably,&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> has climbed sharply, rising about 37% since the company's quarterly report on Aug. 29.<figure class="image"><img style="aspect-ratio:479/71;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_at_9_40_46_AM_png_5bf90c618d.webp" alt="Screenshot 2025-09-24 at 9.40.46 AM.png" width="479" height="71"><figcaption>BABA sentiment and message volume as of September 23 | Source: Stocktwits</figcaption></figure>The Chinese tech giant announced Wednesday (early morning Beijing time) Qwen3-Max. The model, its largest to date, uses 1 trillion parameters and shows particular strength in code generation and autonomous agent capabilities.The model was unveiled at Alibaba's annual Apsara Conference, currently underway in Hangzhou, China. Alibaba's shares (9988.HK) were up nearly 7% in afternoon trading in Hong Kong.Investors and the tech industry are seemingly impressed by the speed of Alibaba's AI innovation. The company has rolled out several new Qwen models, including the predecessor Qwen2.5-Max, as well as new multi-modal and code generation-focused models, this year.Alibaba is also advancing tech areas such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-stock-rises-over-2-premarket/chDGSBYRdCr">custom chip development</a> and striking frequent&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-leads-60-m-financing-in-ai-video-tool-pix-verse-s-parent-a-isphere/chwNaMlRdHM">investment deals</a> with tech startups.Separately, investor Cathie Wood's ARK Investment Management bought Alibaba shares on Monday, after&nbsp;a four-year hiatus. That move is seen as a key bullish signal.Stocktwits users were forecasting $200 and even $300 levels for Alibaba's U.S. stock, which closed $163.08 on Tuesday.Last week, Susquehanna raised its price target on Alibaba to $190 from $175 and kept a 'Positive' rating on the shares. The firm stated that while the company's first-quarter results were more mixed overall, AI and Cloud revenue growth continued to accelerate, driven by faster public cloud adoption and strong demand for AI-related products.&nbsp;Year-to-date, BABA has gained over 95%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/has-costco-removed-xbox-from-its-us-uk-online-stores/chDKFCFR3dO">Has Costco Removed Xbox From Its US And UK Online Stores?</a>

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Retail Buzz Heats Up On Biggest AI Model Unveiling Yet, Stock Jumps In Hong Kong

With its U.S. shares up over 95% this year, thanks to a fast pace of AI rollout, Alibaba is at the top of investors' radar.

A long-awaited meeting between U.S. President Donald Trump and Chinese President Xi Jinping is more likely to take place in 2026 than this fall, despite Trump hinting otherwise last week.U.S. Ambassador to China David Perdue said Tuesday that while the presidents are “looking forward” to meeting, the timeline has shifted. He spoke alongside a bipartisan delegation of lawmakers on the first congressional trip to Beijing since 2019, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/23/trump-xi-meeting-likely-to-happen-early-next-year-says-ambassador.html">report</a>.The group, led by Rep. Adam Smith, met Premier Li Qiang and Vice Premier He Lifeng to discuss the recent Trump–Xi call, as well as tensions over TikTok’s ownership. Smith said communication between the two sides remains difficult, noting they are “still talking past each other.”Last week, Trump said that trade talks in Madrid&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-hints-at-tik-tok-deal-after-us-china-trade-talks-in-europe/chwwaeBRdUX">“went very well,”</a> hinting at progress on a potential TikTok deal as a U.S. ban loomed. Treasury Secretary Scott Bessent confirmed at the time that negotiators had reached a “framework” agreement to pivot TikTok toward U.S. ownership.&nbsp;The talks also drew attention after China’s antitrust regulator announced that Nvidia&nbsp;had violated monopoly rules, prompting concerns over the timing, as discussions were underway.Perdue called the relationship between Trump and Xi “encouraging,” even as Beijing’s readout of their recent call made no mention of meeting plans that Trump outlined on social media.On Stocktwits, retail sentiment was ‘bullish’ for the SPDR S&amp;P 500 ETF Trust (SPY) and the iShares MSCI China ETF (MCHI), with high message volume for SPY and low for MCHI, while sentiment on the Invesco QQQ Trust (QQQ) was ‘neutral’ despite high activity.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPY</a> is up 14.8% and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">QQQ</a> has gained 18.2%, while&nbsp;<a href="https://stocktwits.com/symbol/MCHI">MCHI</a> has outperformed with a 38.9% rise.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, SPY is up 14.8% and QQQ has gained 18.2%, while MCHI has outperformed with a 38.9% rise. (Photo credit: Getty Images)

Trump-Xi Meeting Likely Delayed To 2026 Despite Hints Of A Fall Summit Amid TikTok And Trade Tensions

 U.S. Ambassador to China David Perdue said the timeline for the Trump–Xi summit has shifted, even as both leaders signal interest in meeting.

Chinese tech stocks in Hong Kong&nbsp;rose on Thursday,&nbsp;driven by AI-driven momentum in heavyweights such as Baidu and semiconductor companies, drawing fresh attention from U.S. investors.The surge comes after China reportedly ordered top tech firms to halt AI chip purchases from Nvidia and cancel existing orders.The Hang Seng Tech Index, which tracks the 30 largest HSI-listed technology companies, mainly Chinese internet, fintech, and e-commerce firms, rose as much as 2% to its highest level since November 2021. The day before, the index rose 4.2%.Chinese chip companies Hua Hong Semiconductor and SMIC saw their shares rise by 13% and 8.3%, respectively. Baidu shares rose 1.7%,&nbsp;while Alibaba shares, which&nbsp;had climbed over 34% in the past month, ended lower.On Stocktwits, the retail sentiment was 'bullish' for&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu's U.S.-listed shares</a>, and 'neutral' for&nbsp;<a href="https://stocktwits.com/symbol/BABA">Alibaba's U.S.-listed shares</a>, just as U.S. premarket trading on Thursday. BABA and BIDU stocks fell 1.2% in the early minutes.&nbsp;&nbsp;Analysts said the Nvidia chip sales ban presents an opportunity for Chinese chip companies, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-18/chinese-tech-stocks-soar-on-ai-buying-nvidia-ban-tailwind">report</a>. Alibaba recently won a chip order from China Unicom.Meanwhile, Huawei added to Nvidia’s pressure on Thursday by&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/18/huawei-atlas-950-960-ai-chip-cluster-node-processor-nvidia-china-us-rtx-blackwell.html">unveiling</a> new AI computing systems powered by its in-house Ascend chips and announcing plans to launch its “Atlas 950 SuperCluster” as early as next year.The Financial Times, which first reported China's latest regulatory action on Wednesday, stated that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-draws-significant-investor-interest-after-this-development-in-china/chDGVuRRd6c">officials now believe</a> that Chinese AI processors have reached, or even surpassed, the performance levels of the restricted U.S. chips.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retailers-rush-holiday-goods-into-us-ports-to-blunt-hit-from-trump-tariffs/chDcFNsR3GL">Christmas Comes Early: Retailers Rush Holiday Goods Into US Ports To Blunt Hit From Trump Tariffs</a>

An employee works on the production line of semiconductors on September 8, 2025 in Huangshan, Anhui Province of China. (Photo by VCG/VCG via Getty Images)

Alibaba, Baidu Boost Chinese Stocks In Hong Kong As Nvidia Faces Beijing Clampdown; Huawei's AI Push Adds Pressure

he Hang Seng Tech Index hit a near-four-year high after China reportedly ordered top tech firms to halt AI chip purchases from Nvidia and cancel existing orders.

U.S. and Chinese officials kicked off a multi-day summit in Madrid, Spain, on Sunday, with the discussions on day one revolving around the looming divestiture of TikTok, trade, and the economy.A U.S. delegation helmed by Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer met with a Chinese group led by Vice Premier He Lifeng for almost six hours on Sunday, Bessent said, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-14/us-china-officials-kick-off-economic-trade-talks-in-madrid">report</a>.U.S. President Donald Trump told reporters later on Sunday that the talks are "going fine," but said that TikTok's fate will be determined by Beijing's actions. "We may let it die, or we may — I don't know, it depends up to China," Trump reportedly said.The meetings in Spain are also expected to lay the groundwork for a potential meeting between Trump and Chinese President Xi Jinping in October in South Korea, according to Bloomberg.While TikTok is the more pressing issue, officials would also prefer to make headway in trade discussions. Last month, the two sides agreed to delay the implementation of tariffs by another 90 days to Nov. 10.Meanwhile, ByteDance's TikTok is required to either sell its operations to a U.S. company or shut down by Sept. 17. Trump has extended the deadline several times, with a source telling Reuters that another extension is likely.TikTok had not been discussed in previous rounds of U.S.-China trade talks in Geneva, London, and Stockholm.The talks follow China launching two investigations targeting the U.S. semiconductor industry, including an anti-dumping probe relating to certain American-made analog IC chips. The probes came shortly after the U.S. added 23 more China-based companies to its entity list, which imposes restrictions on businesses deemed to be "acting contrary to the national security or foreign policy interests of the U.S."So far this year, the&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, which tracks Chinese stocks, has gained 38% year-to-date, more than three times the 11.5% gains in&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a>. The Stocktwits sentiment was ‘bearish’ for MCHI, and ‘bullish’ for SPY, as of late Sunday.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Treasury Secretary Scott Bessent, pictured on a September 11, 2025 event at Pentagon in Arlington, Virginia. (Photo by Andrew Harnik/Getty Images)

US, China Resume Trade Talks In Spain With TikTok Divestiture Talks Taking Center Stage

This is the fourth meeting between the two sides in four months.

China has threatened Mexico with countermeasures should it formalize its plan to hike tariffs on Asia-made cars to 50%."China will take necessary measures," China’s Ministry of Commerce said in a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.mofcom.gov.cn/xwfb/xwfyrth/art/2025/art_e6fa3d4bfa6b48c8b49ccfc833a330f2.html">statement</a> Thursday, responding to Mexico’s plans to impose tariffs ranging from 10% to 50% on goods from nations without a free trade agreement with it, which includes China."Any unilateral tax increase by the Mexican side, even within the framework of WTO rules, will be regarded as appeasement (to the United States) and compromise against unilateral bullying," a translation of the statement read. China believes that such a move would harm the business environment in Mexico.Mexican Economy Secretary Marcelo Ebrard said Wednesday that the government intends to hike tariffs on vehicles imported from Asia — especially from China — to 50%, up from the present 20%.He added that the measure requires approval from Congress and would be implemented 30 days after authorization.The new tariffs proposed by Mexico will also affect imports from South Korea, India, Indonesia, Russia, Thailand, and Turkey. The country's government has&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/mexico-raise-tariffs-cars-china-50-major-overhaul-2025-09-10/">said</a> the move is aimed at protecting local jobs and industry, while analysts believe that it is aimed at placating the U.S.China could respond by restricting exports of minerals critical to the production of cars and other advanced technology, as it has done while countering U.S. tariffs, according to a CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/12/china-mexico-tariff-hike-countermeasures.html">report</a>.In the two years through July 2024, more than 20 Chinese auto parts and manufacturers have announced over $7 billion in investments in Mexico, according to the advocacy group Coalition for a Prosperous America and reported by CNBC.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/EWW">iShares MSCI Mexico ETF (EWW)</a> and&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, funds tracking Mexican and Chinese stocks, are up about 39%. On Stocktwits, the retail sentiment&nbsp;is ‘bearish’ for both the ETFs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-microsoft-gear-up-for-next-phase-of-partnership-as-chat-gpt-maker-nears-for-profit-conversion/chw8BmhRdw2">OpenAI, Microsoft Gear Up For 'Next Phase’ Of Partnership As ChatGPT Maker Nears For-Profit Conversion</a>

Cars being loaded and unloaded onto a container ship at Taicang Port area in Suzhou, East China's Jiangsu province, on December 12, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

China Threatens Consequences After Mexico's Plan To Tax Asia-Made Cars At 50%

Mexico claims its tariff plan, which applies to nations without a free trade agreement, is designed to protect local jobs and industry; however, analysts view it as a move to appease the U.S. 

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