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Invesco QQQ Trust Series 1

What Is Tezos (XTZ)?   Tezos is a high-performing blockchain and open-source platform for assets and applications, with a strong focus on code security, on-chain governance, and decentralization. Tezos 2.0, the upcoming step in the evolution of Tezos, aims to improve scalability (via layer 2s), composability, and to implement support to mainstream programming languages (like Javascript, Typescript, Python, and many others).   Initially built with formal verification in mind, the Tezos protocol enables builders to avoid bugs when developing smart contracts, making it particularly suited to applications that require a high degree of security and certainty.   Tezos’ LPoS (Liquid Proof-of-Stake) consensus mechanism enables any stakeholder to take part, directly or by delegation, in the consensus process, and to be rewarded for securing the network. Rather uniquely, Tezos’ on-chain governance system also enables stakeholders to create and vote on protocol upgrade proposals. This pioneering system allows the protocol to self-amend and upgrade itself without leading to a split (or fork) in the blockchain, empowering the community without slowing down innovation.   First proposed in 2014 and launched in 2018, the Tezos Mainnet has a proven track record of running uninterrupted ever since, having earned a strong reputation for technical excellence and a supportive community.    Who Are the Founders of Tezos? Tezos was conceived by Arthur and Kathleen Breitman in a 2014 white paper under the pseudonym L.M. Goodman in a nod to Satoshi Nakamoto, referencing a journalist who had misidentified the creator of Bitcoin.   In a previous paper, the Breitmans had argued that Bitcoin's biggest shortcomings were the lack of a governance process that invited contributions from its community of users, cost and centralization issues raised by its proof-of-work system, the limited expressiveness of its programming language which didn’t allow for smart contracts, and security

Tezos

Tezos is trending as active traders debate whether recent volatility and chart patterns signal a potential recovery or further downside, with a polarized community split between long-term holders anticipating a bull cycle and skeptics calling for lower support levels. Market discussions remain heavily focused on the interplay between technical momentum, staking rewards, and broader macroeconomic factors impacting alternative assets.

Shiba Inu (SHIB) is a decentralized, community-led cryptocurrency ecosystem built on the Ethereum blockchain. Originally launched as a meme-based project, it has evolved into a comprehensive financial ecosystem designed to offer a decentralized alternative to traditional banking. Its main value proposition lies in its transition from a social phenomenon into a functional utility network, supported by a vast global community known as the ShibArmy and a commitment to 100% community ownership with no central leadership.  The ecosystem features its own decentralized exchange, ShibaSwap, where users can trade, provide liquidity, and earn rewards. To address Ethereum’s high costs and slow speeds, the project utilizes Shibarium, a Layer 2 scaling solution that processes transactions faster and more affordably.  The project employs a unique three-token model to manage its economy and governance. SHIB serves as the primary currency for trading and payments, while LEASH offers scarcity-based incentives for dedicated supporters. BONE acts as the governance token, allowing holders to vote on proposals through the Doggy DAO and serving as the native gas token for the Shibarium network.

Shiba Inu

Shiba Inu is currently a major focus on social platforms, driven by investor speculation over future supply burns and its evolving regulatory status as a digital commodity. While some community members remain deeply bullish, citing potential for long-term growth and institutional adoption, others are actively debating whether the asset is stagnant or primed for a significant breakout.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is currently the subject of intense buyout speculation, fueled by the recent FDA grant of a landmark formal evidentiary hearing for its jet lag treatment and the approval of its bipolar medication, Bysanti. While investors are actively debating the impact of management's confrontational FDA strategy and price suppression, the community is closely monitoring the stock for potential acquisition by major pharmaceutical players looking to secure its high-value pipeline.

Bonk is a dog-themed memecoin on the Solana blockchain, launched on Christmas Day 2022 to revitalize the Solana community following the FTX collapse. Created by an anonymous team of 22 Solana developers and builders, Bonk distributed 50% of its total 100 trillion token supply via airdrop to community members including NFT collectors, developers, and artists.   The project positions itself as "the first Solana dog coin for the people, by the people," explicitly rejecting venture capital backing in favor of grassroots community ownership. What sets Bonk apart from other memecoins is its combination of fair launch mechanics, extensive ecosystem integration, and active deflationary strategy.   Built on Solana, BONK benefits from fast transaction speeds and low fees that make it practical for everyday use. Native products include LetsBonk.fun (a memecoin launchpad that briefly became Solana's market leader in 2025, surpassing Pump.fun with over 78% market share), BonkSwap (a decentralized exchange) and BonkBot (a Telegram trading bot with built-in burn mechanics).   BONK is available across 10 blockchain networks and listed on major exchanges including Binance, Coinbase, Kraken, and Robinhood. Governance is handled by BonkDAO, which holds 15% of the token supply and makes decisions through on-chain voting.   The community has organized several major burn events, most notably the December 2024 BURNmas campaign that destroyed 1.69 trillion tokens worth over $50 million. In September 2025, Nasdaq-listed Safety Shot, Inc. formed BONK Holdings LLC and acquired over 2.5% of the circulating supply (valued at $55-63 million), making BONK one of the first memecoins to attract formal corporate treasury adoption. Core contributor Nom was appointed to Safety Shot's board, and the company holds a 10% revenue share in LetsBonk.fun.  As with all memecoins, BONK is a highly speculative asset with substantial volatility. Its value is primarily driven by community sentiment, social media momentum, and meme culture rather than traditional utility.   The anonymous team, while common in the memecoin space, means investors should exercise appropriate caution. Despite these risks, Bonk has established itself as one of the most successful community-driven tokens in the Solana ecosystem, approaching 1 million unique holders and expanding from a simple memecoin into meaningful DeFi infrastructure.

BONK

BONK is experiencing heavy social media activity, with the community polarized between those aggressively accumulating during recent price volatility and skeptics dismissing it as a typical memecoin pump-and-dump cycle. Investors are closely monitoring key metrics like chain holder growth and upcoming token burn events, while sentiment remains highly volatile as the asset navigates broader market consolidation.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is attracting significant attention as investors anticipate key regulatory milestones, specifically an upcoming FDA decision for ivonescimab. While some community members express frustration with recent price volatility and delays, others remain deeply bullish, pointing to strong trial data and a potential short squeeze as major catalysts for future growth.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently a focal point for community speculation as traders monitor shifting institutional sentiment and the emergence of new ecosystem projects. Investors are actively debating potential price movements amidst broader market volatility, with many users focused on staking rewards and identifying early-stage tokens within the network's expanding meme coin landscape.

"What's Updog?" is a Community Led token.

UpDog

The UpDog ($UPDOG) community is driving significant momentum across social channels by leveraging engagement-heavy strategies and meme-focused community building on the Solana blockchain. Investors and community members are actively discussing the project's long-term presence in the market while coordinating efforts to increase awareness and drive adoption through persistent social signaling.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

Pepe is seeing renewed market attention as traders monitor potential institutional interest and ETF speculation, fueling community debates over whether it can replicate its past breakout momentum. While some participants express frustration with price volatility and the broader memecoin landscape, others view the current consolidation as an accumulation phase in anticipation of a potential market-wide recovery tied to broader crypto sentiment.

Equinor ASA engages in the exploration, production, transport, refining, and marketing of petroleum and petroleum-derived products. It operates through the following segments: Exploration and Production Norway, Exploration and Production International, Exploration and Production USA, Marketing, Midstream, and Processing, Renewables, and Other. The Exploration and Production Norway segment includes the commercial development of oil and gas portfolios on the Norwegian continental shelf. The Exploration and Production International segment covers offshore and onshore activities in the USA, Mexico, and other operations worldwide. The Exploration and Production USA segment covers both onshore and offshore exploration, development, and Production of oil and gas in the USA. The Marketing, Midstream, and Processing segment markets and trades of crude oil and condensate, natural gas, NGL and refined products. The Renewables segment focuses on offshore wind, and integrated solutions for onshore renewables. The Other segment includes projects, drilling and procurement, the business area technology, digital and innovation, and corporate staffs and support functions. The company was founded on September 18, 1972 and is headquartered in Stavanger, Norway.

Equinor ASA - ADR

Equinor ASA

Equinor ASA is currently trending as investors monitor the company's role as a primary European energy supplier, with ongoing discussions focused on the impact of its North Sea infrastructure projects and natural gas distribution strategies. Market sentiment is bolstered by institutional activity surrounding dividend distributions and the company's long-term capital allocation plans, even as traders weigh the broader global energy landscape and supply-side pressures.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending as investors favor its defensive stability and reliable dividend growth, with ongoing community discussion highlighting it as a classic 'sleep-well-at-night' holding during periods of market uncertainty. Furthermore, the stock continues to attract attention from analysts and traders alike due to its technical breakout, long-term performance consistency, and its role as a core component in many defensive-focused investment strategies.

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<ul class="summary-bullets"><li>AWS is contending with significant challenges after drone attacks damaged its data centers in Bahrain and the United Arab Emirates.</li><li>The strikes have disrupted supply chains, raising costs for energy-intensive AI data centers.</li><li>The Strait of Hormuz has driven up helium prices, a critical material for semiconductor manufacturing.</li></ul>Amazon Web Services (AWS) is reportedly navigating serious operational challenges due to ongoing tensions in the Middle East, with recent drone attacks targeting its data centers in Bahrain and the United Arab Emirates.Speaking to CNBC at the HumanX conference in San Francisco on Tuesday, AWS chief Matt Garman said, “It’s a really difficult situation, and we’re working incredibly hard. In fact, we have teams, 24/7, working to make sure that we can keep our infrastructure up for our customers in that region.”&nbsp;<h2 class="st-heading-2">Disruption In Services</h2>Services across dozens of AWS offerings in Bahrain and the U.A.E. remain disrupted. Earlier in March, drone strikes&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-shuts-uae-data-center-after-strike-sparks-fire-amid-escalating-us-iran-war-retail-traders-see-nothing-good-to-expect/cZddtHpRIc0">damaged&nbsp;</a>AWS facilities. The U.A.E. incident comes amid heightened tensions in the Gulf, following Iranian missile and drone strikes in retaliation for U.S. and Israeli attacks. The strikes have affected airports, ports, and residential areas across the region.Last week, the Islamic Revolutionary Guard Corps’ Navy confirmed it had targeted Amazon infrastructure in Bahrain, the report said.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> inched 0.4% lower on Tuesday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_132457_png_9c8b35465b.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 13:00 p.m. ET on Apr.7, 2026 | Source: Stocktwits" width="923" height="111"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 13:00 p.m. ET on Apr.7, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Economic And Industry Implications</h2>Data centers, especially those supporting AI workloads, are energy-intensive, and rising electricity costs linked to the conflict have added operational strain.Garman highlighted the broader impact, saying, “It’s obviously hugely disruptive for the global economy, as we’re all very dependent on energy, and also just distracting for industry, for us.”&nbsp;According to the report, restrictions on shipping through the Strait of Hormuz have driven up helium prices, a critical material for semiconductor manufacturing, with Qatar producing over a third of the global supply.AMZN stock has declined by over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-slides-as-i-phone-maker-faces-modest-app-store-growth-in-q1-retail-says-great-opportunity-to-buy-more/cZJJUImRIpw">AAPL Stock Slides As iPhone-Maker Faces Modest App Store Growth In Q1 – Retail Says ‘Great Opportunity’ To Buy More</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Amazon Web Services (AWS) logo is seen in this illustrtion photo taken in Warsaw, Poland on 21 November, 2023. (Photo by Jaap Arriens/NurPhoto via Getty Images)

AWS Chief Warns Of Global Economic Drag As Iran-Linked Attacks Target Cloud Infrastructure: Report

AWS chief Matt Garman told CNBC that the company is working ‘incredibly hard’ to restore normal operations. 

Equity

<ul class="summary-bullets"><li>Chewy reported a fourth-quarter revenue of $3.26 billion and an adjusted earnings per share of $0.28.</li><li>Singh said that although demand stays strong, the industry is not expected to experience a short-term cyclical boost.</li><li>Singh also highlighted an ongoing transition toward online shopping.</li></ul>Chewy Inc. (CHWY) CEO Sumit Singh has signaled a steady but unspectacular road ahead for the pet care industry, projecting stability rather than a surge in growth through 2026.&nbsp;Singh emphasized that while demand remains resilient, the sector is unlikely to see a sharp cyclical upswing in the near term. Chewy reported a fourth-quarter (Q4) revenue of $3.26 billion and an adjusted earnings per share (EPS) of $0.28, both in line with the analysts’ consensus estimates, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Industry Remains Stable With Growth Driven By Volume</h2>In the Q4 earnings call, Singh said the company expects next year’s conditions to closely resemble those in 2025, with consistent demand patterns and no significant decline in pet ownership. However, he added that he is not factoring in a strong rebound in household pet formation as a catalyst for growth, suggesting a more measured trajectory for the broader market.<blockquote>“We expect 2026 pet industry dynamics to largely mirror 2025, steady and resilient to macro trends but without cyclical acceleration.”-Sumit Singh, CEO, Chewy</blockquote>Singh anticipates that industry-wide expansion will come largely from increased sales volume rather than higher prices. This reflects an environment where spending remains steady, but price sensitivity persists. As a result, revenue gains are expected to rely more on unit demand than pricing power.<a href="https://stocktwits.com/symbol/CHWY">Chewy stock</a> traded over 13% higher on Wednesday afternoon. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_25_134321_png_4142fa9c96.webp" alt="CHWY’s Sentiment Meter and Message Volume as of 13:00 p.m. ET on Mar. 25, 2026 | Source: Stocktwits" width="932" height="107"><figcaption>CHWY’s Sentiment Meter and Message Volume as of 13:00 p.m. ET on Mar. 25, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Shift Toward E-Commerce And Focus On AI&nbsp;</h2>Singh also highlighted an ongoing transition toward online shopping, as customers increasingly favor convenience, transparency, and subscription-based replenishment models.&nbsp;The CEO also noted that Chewy is deploying artificial intelligence tools to refine search accuracy, enhance product discovery, and deliver more tailored shopping experiences.&nbsp;At the same time, the company is monitoring the rise of “agentic commerce,” an emerging model that could open new avenues for demand generation and distribution.CHWY stock has declined by over 19% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-lays-out-demands-to-end-conflict-wants-international-acknowledgement-of-its-authority-over-strait-of-hormuz/cZ3YsX0RISY">Iran Lays Out Demands To End Conflict – Wants International Acknowledgement Of Its Authority Over Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Chewy Inc. 

Chewy CEO Flags Flat Pricing, Rising E-Commerce Shift And AI Push As Pet Care Industry Holds Course Into 2026

Sumit Singh stated on the fourth-quarter earnings call that 2026 is expected to mirror 2025, with steady demand and stable pet-ownership trends.

<ul class="summary-bullets"><li>Operating income tumbled 74% year-on-year due to higher spending on quick commerce expansion and AI infrastructure.</li><li>Operating cash flow decreased by 49% to RMB 36 billion, and free cash flow decreased by 71%.</li><li>Alibaba’s Cloud Intelligence unit grew revenue 36% YoY, supported by strong demand for AI-related products.</li></ul>Alibaba Group Holding (BABA) said on Thursday that it has posted its tenth consecutive quarter of triple-digit growth in AI-related product revenue, making its Cloud Intelligence unit a primary growth engine.&nbsp;&nbsp;<blockquote>“The rapid growth of AI + Cloud businesses in recent quarters gives us confidence to scale investments, further strengthening our full-stack AI capabilities.”-Eddie Wu, CCEO,&nbsp; Alibaba Group</blockquote><h2 class="st-heading-2">Profit Pressure Masks Revenue Growth&nbsp;</h2>The group’s total revenue reached RMB284.8 billion ($40.7 billion), a 2% year-over-year increase with an adjusted earnings per ADS (EPS) of RMB7.09, both missing the analysts’ consensus estimates of RMB289.72 billion and RMB10.94, respectively, according to FiscalAI data.&nbsp;Operating income plunged sharply, down 74% YoY, driven primarily by lower adjusted earnings and higher spending on quick commerce, user experience initiatives, and AI infrastructure.&nbsp;Cash generation weakened as well, with operating cash flow declined 49% to RMB36 billion and free cash flow dropping 71% to RMB39.02 billion.Within its domestic e-commerce arm, Alibaba focused on expanding its quick commerce footprint. The company rebranded Ele.me as Taobao Instant Commerce and integrated the service into its Qwen app, aiming to strengthen ecosystem synergies.<h2 class="st-heading-2">Cloud And AI Drive Momentum</h2>Alibaba’s Cloud Intelligence unit emerged as a bright spot, delivering revenue growth of 36% YoY. Demand for AI-related products fueled this expansion, marking the tenth consecutive quarter of triple-digit growth in that segment.The company continued to enhance its AI ecosystem, including the rollout of its Qwen3.5 model and expansion of its global cloud infrastructure. These advancements have strengthened its position in China’s cloud market and increased adoption across industries.<a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> traded over 4% lower in Thursday’s premarket.&nbsp;Exchange Rate: 1CNY = 0.15USDAlso See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-draws-cheer-from-wall-street-after-blowout-earnings-ubs-new-target-implies-over-10-potential-upside/cZ3a0rvRIWx">MU Stock Draws Cheer From Wall Street After Blowout Earnings – UBS’ New Target Implies Over 10% Potential Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person holds a smartphone displaying the logo of Alibaba Group. CEO Eddie Wu said the company will increase investment in AI. (Photo by Cheng Xin/Getty Images)

Alibaba’s AI Business Hits 10 Quarters Of Triple-Digit Growth – So Why Are Investors Seeing Red?

Alibaba Group Holding (BABA) reported mixed financial results for the third quarter (Q3), as modest revenue growth contrasted with a steep decline in profitability,

Total revenue reached RMB284.8 billion, a 2% year-over-year increase with an adjusted earnings per ADS of RMB7.09.


<ul class="summary-bullets"><li>The reorganization is intended to improve collaboration between teams and speed up Qwen model adoption.</li><li>The new ‘token hub’ unit will be led directly by CEO Eddie Wu.</li><li>The latest development comes following the departure of Lin Junyang, head of the Qwen AI division.</li></ul>Alibaba Group Holding (BABA) is reportedly consolidating its artificial intelligence operations under a single division, aiming to streamline its AI development and expand monetization efforts.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-16/alibaba-plans-major-revamp-to-heighten-focus-on-ai-profits?srnd=homepage-americas">report</a>, the move brings together the company’s research, consumer apps, and enterprise AI products.&nbsp;<a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> traded over 2% higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<h2 class="st-heading-2">Focus On AI Coordination</h2>The unit, called Alibaba Token Hub, will be led directly by CEO Eddie Wu and includes teams behind Alibaba’s flagship Qwen AI models, consumer-facing apps, and AI-powered enterprise solutions.&nbsp;It will also oversee the Slack-like DingTalk platform and Quark-branded devices, such as smart glasses, the report cited. The reorganization is intended to improve collaboration among researchers, product teams, and designers while accelerating adoption of Alibaba’s Qwen model.“ATH is built around a single organizing mission: create tokens, deliver tokens, and apply tokens,” said Eddie Wu.<h2 class="st-heading-2">Margin Pressures And Debt Concerns Ahead Of Q3 Earnings</h2>The latest development comes following the departure of Lin Junyang, head of the Qwen AI division.In February, Erste Group analyst Stephan Lingnau lowered Alibaba’s rating to ‘Hold’ from ‘Buy’, according to theFly. He noted that while management is focusing on generating profits from AI through cloud services and its own AI chips, shrinking profit margins and rising long-term debt are affecting results.&nbsp;The company is expected to report its third-quarter earnings on March 19. Analysts see a revenue of RMB 289.72 billion, according to Fiscal AI data.&nbsp;BABA stock has declined by over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-near-74k-crypto-stocks-bitmine-mara-bitdeer-rally/cZ32MRpRIfX">Bitcoin’s Breakout Sparks Fresh Rally In Crypto Stocks: BMNR Leads Gains In Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Is Reportedly Consolidating Its AI Empire – Signaling The Next Phase Of Monetization Push

According to a Bloomberg report, the company is creating a new unit, Token Hub, to consolidate AI efforts and boost profits.

ETFs in Focus as Walmart Loses Its Largest Retailer Title to Amazon

VCR and peers offer diversified exposure as Amazon tops Walmart with $716.9B in 2025 revenues, powered by AWS and a $60B ad business.

<ul class="summary-bullets"><li>The company reported that fourth-quarter (Q4) gross merchandise sales (GMS) reached about $3.59 billion, rising 2.4% year-on-year (YoY).</li><li>Transactions through the Etsy mobile app expanded 6.6% YoY and accounted for nearly half of total sales.&nbsp;</li><li>The company added 6.8 million new buyers and reactivated 10.4 million during the quarter.</li></ul>Etsy Inc. (ETSY) closed out 2025 with modest revenue gains, even as the company reshaped its portfolio with the sale of Reverb and ramped up investments in advertising and AI-driven shopping tools.The Brooklyn-based e-commerce platform, which connects millions of buyers and independent sellers worldwide, reported that fourth-quarter (Q4) gross merchandise sales (GMS) reached about $3.59 billion, rising 2.4% year-on-year (YoY)<h2 class="st-heading-2">Quarterly Financial Performance</h2>Revenue for the quarter increased 6.6% YoY to $881.6 million, helped by stronger advertising activity on Etsy’s platform. The company posted an earnings per share (EPS) of $0.92. Depop, Etsy’s resale marketplace, delivered currency-neutral GMS growth exceeding 37%, driven by strong demand in the U.S.Both revenue and EPS came in below the analysts’ consensus estimates of $884 million and $1.36, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/ETSY">Etsy stock</a> traded over 20% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Marketplace Trends and Outlook</h2>On the core Etsy marketplace, GMS edged 0.1% higher to $3.29 billion. Transactions through the Etsy mobile app expanded 6.6% YoY and accounted for nearly half of total sales.&nbsp;Active sellers stood at 5.6 million, 1.5% lower than a year ago, while active buyers totaled 86.5 million. The company added 6.8 million new buyers and reactivated 10.4 million during the quarter. Looking ahead, Etsy expects first-quarter 2026 GMS between $2.38 billion and $2.43 billion, with a take rate near 25.5%.On Wednesday, the company announced that it is selling its Depop marketplace to eBay for $1.2 billion. ETSY stock has declined by over 14% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bitdeer-stock-tumble-pre-market-today/cZRjUlDR4wz">Why Did Bitdeer Stock Tumble 14% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Etsy Inc.

Why Did Etsy Stock Jump 20% Pre-Market Today? 

The firm’s revenue for the fourth quarter increased 6.6% YoY to $881.6 million, helped by stronger advertising activity on Etsy’s platform.

Retail ETFs in Spotlight as US Releases Holiday Season Report Card

XRT and other retail ETFs come into focus after flat December sales and weak real spending cast a shadow over the 2025 holiday season.

<ul class="summary-bullets"><li>The 1260H list identifies businesses the U.S. believes are connected to China’s military.&nbsp;</li><li>Inclusion on the 1260H list does not currently impose direct sanctions.</li><li>The timing of the addition and retraction could strain relations with Beijing, following the trade truce reached last October.</li></ul>President Donald Trump’s administration&nbsp;reportedly placed several major Chinese technology firms on the&nbsp;Pentagon’s list of companies it alleges have ties to China’s military,&nbsp;only to remove the update minutes later without offering an explanation.&nbsp;The abrupt reversal fueled speculation about Washington’s broader strategy toward Beijing.<h2 class="st-heading-2">Companies on The List</h2>A Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-13/us-to-put-alibaba-on-list-for-aiding-china-s-military-reuters?taid=698f2d814fe0d800012ad040&amp;utm_campaign=trueanthem&amp;utm_content=business&amp;utm_medium=social&amp;utm_source=twitter">report</a> said e-commerce giant Alibaba Group (BABA),&nbsp;Baidu Inc. (BIDU), and BYD Co. (BYDDF, BYDDY) were added to the list.&nbsp;The companies&nbsp;were included&nbsp;on the Defense Department’s 1260H list, which identifies businesses the U.S. believes are connected to China’s armed forces, the report said.&nbsp;The move could complicate Trump’s upcoming April visit to China, particularly discussions with President Xi Jinping about exporting Nvidia Corp. (NVDA) H200 chips. Alibaba may be affected if it seeks access to such technology, the report added.&nbsp;Following the initial report of the addition,&nbsp;<a href="https://stocktwits.com/symbol/BABA">Alibaba's stock</a> traded over 3% lower on Friday morning, while Baidu’s stock traded over 2% lower.&nbsp;<h2 class="st-heading-2">What Is The 1260H List?</h2>Initially released in 2021, the 1260H list now features over 130 companies, including airlines, construction firms, shipping corporations, hardware producers, and communications businesses.&nbsp;Although inclusion on the 1260H list does not currently impose direct sanctions, new legislation will restrict the Department of Defense from contracting or procuring goods from these companies in the coming years, the report said.&nbsp;Tensions between the two powers have been simmering for a long time, but seemed to cool off following the trade truce reached last October between President Donald Trump and President Xi Jinping.Even with the trade truce, the U.S. and China are working to rely less on each other.&nbsp;Trump has been nudging U.S. firms to increase rare-earth metal production to catch up and reduce the country's reliance on China, which holds more than 50% of global reserves.&nbsp;Meanwhile, China is moving forward with its five-year plan to advance semiconductor technology and create supply chains that do not depend on the U.S.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ints-stock-plummet-pre-market-today/cZR5udgR4s6">Why Did INTS Stock Plummet 30% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trump Administration Briefly Adds Alibaba, Baidu And BYD To China Military-Linked Firms List Before Taking It Down

The temporary addition of the companies to the 1260H list unsettled investors, briefly dragging the shares of the affected firms.

Amazon Drops on Mixed Q4 & Capex Outlook: Buy the Dip With ETFs?

Amazon drops after mixed Q4 results and a massive AI-driven capex outlook. Is the selloff a buying opportunity via ETFs?

Amazon store is seen at Promenade Street in Davos, Switzerland on January 21, 2025. (Photo by Ömer Sercan Karku/Anadolu via Getty Images)

AMZN Stock Falls To 8-Month Lows In Pre-Market After Declining Below 200-DMA For First Time Since October

Cantor Fitzgerald noted that Amazon’s $200 billion capital expenditure plans could reignite concerns around long-term return on invested capital.

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