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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending due to a recent pullback, prompting debate among investors about whether it represents a buying opportunity or a sign of deeper issues. Community discussions revolve around the stock's support levels, potential for a rebound, and the influence of broader market trends. Some investors remain confident in the company's long-term prospects within the AI and data center sectors, citing significant contracts and growth potential.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel ($INTC) is trending after a strong earnings report, beating expectations and forecasting continued growth. The community is discussing the potential for a short squeeze, the impact of government investments, and new partnerships. Many express confidence in the company's turnaround and future prospects in the semiconductor industry.

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 is trending amid speculation and a now-denied report about potential US government investment in quantum computing companies, fueling high trading volume. Community chatter focuses on whether this is a buying opportunity or a pump and dump scheme, while some highlight D-Wave's existing technology and government connections. The stock's volatility reflects broader interest and skepticism surrounding the quantum computing sector.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont (NEM) is trending as investors digest recent Q3 earnings, which beat expectations despite a drop in gold prices impacting the stock. Community discussions revolve around the CEO's performance on the earnings call and the potential for manipulation by HFs. Despite mixed sentiment, many see long-term value, citing strong earnings and revenue beats.

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

GOOG is trending due to the announcement of a major cloud deal with Anthropic and a breakthrough in quantum computing. Community discussions revolve around the implications of these developments for Google's AI capabilities and potential competition.  Some traders are discussing call options and potential price targets amidst the positive news.

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 is trending as community members draw parallels to the recent volatility in Beyond Meat (BYND), speculating on potential short squeeze opportunities. Roaring Kitty's potential involvement is also fueling discussion, with many referencing the stock's history as a meme stock. Some investors believe GME is undervalued given its cash position, while others express concern about potential dilution.

$BALLIN is the perfect meme for everyone showing up every single day.  To be BALLIN, you gotta B-All-In.  The meaning to B All In doesn't only apply to the funds you invest.  It's about dedication.   The countless hours of research.   The endless raiding and working for your bags.  Not knowing how to quit while everyone is telling you you're wrong.  It's about believing in something.  Keep $BALLIN

B All In

B All In (BALLIN) is trending, with community members highlighting its strong momentum and potential for significant gains. The coin's association with Phantom Wallet and bullish chart patterns are key discussion points. Many users are expressing confidence and encouraging others to buy and hold.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Recent news of a quantum computing breakthrough with Alphabet's Willow chip, achieving speeds significantly faster than the world's top supercomputers, has the community buzzing about GOOGL's potential in the quantum space.  Discussions also revolve around a potential multi-billion dollar cloud deal with Anthropic and its implications for market share amid AI competition. Bullish sentiment is fueled by analysts raising price targets, citing strong ad spending and AI-driven growth prospects.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Airlines is trending due to a system-wide technology outage that grounded all flights, sparking frustration and travel disruptions. Community discussions focus on the cause and impact of the outage, with some drawing comparisons to other airlines. Recent earnings and fuel costs add to concerns surrounding the airline's performance.

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

Super Micro Computer's stock is trending downwards amidst community frustration over consistently missed revenue forecasts and concerns about management's credibility, despite reiterating strong long-term guidance. Discussions revolve around the impact of delayed orders and design upgrades on short-term performance versus the potential for significant revenue growth in future quarters. Some investors speculate about a potential acquisition due to the low share price and the company's bright future in the AI 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. 

Current Price	$64.11
Prev Close	$63.03
Open	$63.72
Dividend Yield	N/A
50-Day Moving Average	$63.17
Beta	N/A
Avg. Volume	3.16M
PE Ratio	N/A

52-Week High	$67.37
52-Week Low	$43.70
Market Capitalization	N/A
EPS (Annual)	N/A
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