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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is experiencing significant volatility driven by market concerns over competitive pressure from AI startup Anthropic, intensified by a high-profile but subsequently deleted critical post from Michael Burry. The community remains deeply divided, with some investors panic-selling over valuation concerns while others view the pullback as a prime buying opportunity, citing the company's entrenched position in government and defense sectors as a durable competitive moat.

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), 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 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 is seeing a massive surge driven by strong investor enthusiasm surrounding strategic partnerships, most notably a newly expanded collaboration with Google for AI infrastructure and its participation in Elon Musk's 'Terafab' project. The community is actively debating whether this momentum marks a genuine, long-term valuation re-rating for a foundational semiconductor giant or if the rapid price appreciation has pushed the stock into overbought territory.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is seeing significant volatility as the community debates its operational outlook following preliminary Q1 revenue reports and factory performance updates. While some traders are capitalizing on high short interest and speculative momentum, others remain skeptical, citing past earnings misses and ongoing concerns regarding the company's ability to scale production effectively.

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. 

Nebius Group is trending as investors weigh significant AI infrastructure deals against broader geopolitical risks, with the community actively debating whether the stock's recent rally is driven by genuine long-term hyperscaler growth or vulnerable to potential short-term volatility. Enthusiastic discussion continues around high short interest and technical breakouts, while market participants weigh the company's expansion into new data center markets against the ongoing impact of broader sector uncertainty.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing extreme volatility and intense community debate as investors weigh AI-driven memory supercycle hype against geopolitical risks and valuation concerns. The stock is currently a central battleground between traders anticipating a continued short squeeze and those predicting a massive correction from current highs.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant selling pressure amid broader concerns that AI integration, specifically tools like Anthropic's Claude, may disrupt the enterprise SaaS model. Despite this, the community is actively debating the stock's future, with many institutional investors and analysts viewing the current valuation as a potential long-term buying opportunity as the company integrates AI into its core workflow platform.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing significant volatility and trading action driven by a stark disconnect between its reported quarterly earnings results and the market's reaction, with the community intensely debating whether the stock is a prime candidate for a short squeeze or a fundamental value trap. Retail traders are actively analyzing heavy short interest and options flow, causing a divide between those anticipating a vertical momentum rally and those bracing for a sharp, fundamental-driven corrective pullback.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is facing significant volatility ahead of its upcoming earnings report as investors weigh strong AI-driven revenue growth and expanding enterprise partnerships against broader software sector pressure and ongoing valuation concerns. Community discussion is sharply divided, with bulls pointing to the company's long-term potential as a data infrastructure leader while bears remain focused on margin risks, executive leadership changes, and heavy insider selling.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is trending due to intense volatility driven by fears that AI-driven layoffs and autonomous agents will shrink per-seat software subscription revenue. While bears argue this signals a structural shift away from traditional SaaS, the community is actively debating whether this sell-off is an irrational panic or a permanent valuation reset, with many bargain hunters and contrarians aggressively accumulating shares at these depressed levels.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as the community rallies around its unique culture-first focus and upcoming industry catalysts, with investors highlighting its potential for growth as they approach 4/20. The discourse centers on building long-term community strength and maintaining conviction in the project's vision, often positioning it as an organic alternative within the evolving cannabis finance landscape.

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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.

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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

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