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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

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 A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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ETFs to Consider as Consumer Sentiment Improves in July 

Consumer sentiment hits a five-month high in July. XLY, VCR, PEZ and RTH ETFs stand to benefit from the upbeat outlook.


Tapestry (TPR) is quadrupling its stake in eco-leather producer Gen Phoenix to 9.9% as part of a $15 million financing round, according to a Reuters report on Tuesday.The move will enable Tapestry, which owns the luxury handbag brands Coach, accessories label Kate Spade New York, and boots and stilettos brand Stuart Weitzman, to use more sustainable leather materials and practices for its products.Sustainable fashion, which refers to the use of eco-friendly materials in apparel and footwear, is rapidly gaining popularity and is seeing rising demand, particularly among younger consumers who are increasingly favoring greener alternatives.Venture capital firm Material Impact led the $15 million financing round for Gen Phoenix.Tapestry and Gen Phoenix first partnered in 2022 with the launch of Coach's Gen-Z-oriented Coachtopia line, according to the Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/land-use-biodiversity/tapestry-invest-15-million-recycled-leather-brand-gen-phoenix-2025-07-15/">report</a>. The Coachtopia bags are designed with at least 50% recycled leather fibers from waste supplied by Gen Phoenix.The development comes at a period of strength for the American fashion and accessories company.Tapestry is high on investors' radars after it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tapestry-surprises-with-q3-beat-annual-forecast-bump/chiZzblRblo">raised</a> its full-year forecast in May, and analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tapestry-stock-td-cowen-upgrades-to-buy-on-coach-momentum/chlLAd8RRGQ">say</a> its Coach brand is experiencing strong demand.On Stocktwits, the retail sentiment for the company held in the 'bullish' zone, unchanged from the start of the year.<figure class="image"><img style="aspect-ratio:1276/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_16_at_1_21_41_PM_png_606dbac51b.webp" alt="Screenshot 2025-07-16 at 1.21.41 PM.png" width="1276" height="138"><figcaption>TPR sentiment and message volume as of July 16 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/TPR">Shares of Tapestry</a> have climbed about 68% since a recent low in April and currently trade at a lifetime high of $101.60. Overall, the stock&nbsp;has risen 55.5% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/roblox-announces-ip-licensing-tool-strikes-deals-to-bring-experiences-from-popular-netflix-shows-into-gameplay/ch8hc6qR58k">Roblox Announces IP Licensing Tool, Strikes Deals To Bring Experiences From Popular Netflix Shows Into Gameplay</a>

People walk past a Coach store on September 13, 2024 in New York City. (Photo by Michael M. Santiago/Getty Images)

Tapestry Bumps Stake In Eco-Leather Producer Gen Phoenix To 10%

Tapestry and Gen Phoenix first partnered in 2022 with the launch of Coach's Coachtopia line, which is made from recycled leather.

Equity

Tapestry and Gen Phoenix first partnered in 2022 with the launch of Coach's Coachtopia line, which is made from recycled leather.


TD Cowen has upgraded its rating on fashion accessories firm Tapestry (TPR) to 'Buy' from 'Hold,' citing strong momentum for its Coach brand.The investment firm also raised its price target on the company's shares to $100 from $90,&nbsp;implying a 22% upside to the current levels.According to the summary of the investor note on The Fly, TD Cowen said Coach could grow by 5% in fiscal year 2026, with long-term growth opportunities in under-penetrated markets such as China and Europe.Additionally, Coach is perceived as having "strong brand heat and preferences," according to the investment firm's survey. The brand has handbags targeted at all age groups, and they are gaining favor with Gen Z customers.TD Cowen said the next big opportunity for Tapestry is the footwear market, which could reach $1 billion in revenue.The remarks come as the company announced the sale of its shoe and pump brand, Stuart Weitzman, for $105 million in February.On Stocktwits, the retail sentiment for the company remained 'bullish,' unchanged from the previous week.<figure class="image"><img style="aspect-ratio:634/69;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_13_at_8_52_34_AM_png_6fec931124.webp" alt="Screenshot 2025-06-13 at 8.52.34 AM.png" width="634" height="69"><figcaption>TPR sentiment and message volume as of June 12 | Source: Stocktwits</figcaption></figure>The analyst upgrade follows Tapestry's strong recent results and an encouraging outlook shared last month.The company, which also owns the Kate Spade New York brand, reported better-than-expected results for its fiscal third quarter and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tapestry-surprises-with-q3-beat-annual-forecast-bump/chiZzblRblo">raised its full-year forecast</a>, a rare positive performance by a retailer amid pressures from U.S. trade tariffs.<a href="https://stocktwits.com/symbol/TPR">Tapestry shares</a> are up 26% year-to-date compared to the 2.8% rise in the benchmark S&amp;P 500 index (SPX).For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tapestry Stock: TD Cowen Upgrades To ‘Buy’ On Coach Momentum, Eyes Footwear As Next Big Growth Driver

Coach, which sells premium handbags, is perceived as having "strong brand heat and preferences," the investment firm said.

Tapestry (TPR) reported better-than-expected results for its fiscal third quarter and raised its forecast for the whole year, in a rare positive performance by a retailer amid pressures from U.S. trade tariffs.The luxury accessories firm, known for brands such as Coach, Kate Spade New York, and Stuart Weitzman, said that its business advanced considerably in Europe and North America and gained from a push to sell directly to consumers.It outlined the strong performance of its handbags and wallets brand Coach, whose sales grew 13%, and 15% in constant currency, in the last quarter."Our third-quarter outperformance reinforces our position of strength" and shows "our connections with consumers around the world," CEO Joanne Crevoiserat said.The company's report is an outlier, as most retail businesses flag weak demand and cost pressures from U.S. trade policies.Morgan Stanley upgraded Tapestry (TPR) to 'Overweight' from 'Equal-weight' and called it a "scarce positive revision story" in the current retail landscape.<a href="https://stocktwits.com/symbol/TPR">Tapestry shares</a> have risen nearly 5% since Thursday, when the results were published, extending a rally over the past few weeks.&nbsp;The company's shares have bounced about 30% from their 2025 low of $60.6 in April.Tapestry now expects fiscal 2025 revenue growth of 4% versus its prior outlook for a roughly 3% increase. It expects adjusted EPS of about $5, compared with its previous range of $4.85 to $4.90.For Q3, revenue rose to $1.58 billion, higher than the $1.53 billion analyst estimate from FactSet. Adjusted profit rose to $1.03 per share, handily beating the $0.88 estimate.On Stocktwits, retail sentiment for the company was in the 'neutral' territory, unchanged from the previous week.Tapestry stock is up nearly 20% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tapestry Surprises With Q3 Beat, Annual Forecast Bump: Retail Mood Neutral

The company's report is an outlier as most retail businesses flag weak demand and cost pressures from U.S. trade policies.

Invesco Capital Management LLC - Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

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