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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 currently trending as a massive momentum play, fueled by community excitement over speculative partnerships and high-profile political endorsements. Investors are intensely debating whether the stock's parabolic climb represents a sustainable re-rating of its foundry and AI potential or a volatile bubble prone to a sharp correction.

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 facing investor pressure following a quarterly report that beat estimates but revealed a significant increase in capital expenditure guidance for AI infrastructure. While the community is divided between those selling due to concerns over high spending and those buying the dip as a high-growth investment, discussions are currently centered on whether this massive AI investment will yield long-term returns or remains a drag on near-term margins.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is experiencing a surge in investor interest driven by its pivotal role in the 'Physical AI' sector, particularly through deepening technical partnerships with NVIDIA and its QNX operating system's dominance in safety-critical automotive and industrial applications. Community discussion is heavily focused on signs of institutional accumulation and the potential for a breakout, as investors look for the company to capitalize on its shift toward secure software and recurring revenue models.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is in the spotlight as investors await its latest earnings report, with the community closely tracking AWS growth and the company's massive capital expenditure strategy regarding AI infrastructure. While sentiment is largely bullish due to the company's recent record-breaking performance, traders are debating whether the stock is priced for perfection or if ongoing heavy investment will yield long-term gains.

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 is trending as investors aggressively position ahead of next week's highly anticipated earnings report, fueled by a new strategic investment in Anthropic and the company's deepening integration of AI across its cloud and search businesses. The community is focused on Google's massive capital expenditure strategy and whether its cloud growth can sustain its valuation in an increasingly competitive AI infrastructure race.

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 facing volatile price action after posting a beat on top and bottom lines, with investors intensely focused on whether massive AI-driven capital expenditure is a strategic necessity or a margin headwind. The community remains divided, with bulls highlighting robust Azure cloud growth while bears argue the valuation remains extended and vulnerable to negative analyst sentiment.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is seeing significant investor enthusiasm as it emerges as a critical infrastructure provider for AI data centers, with community members closely tracking its potential for massive expansion alongside major hyperscalers like Oracle. Discussion is currently dominated by anticipation of upcoming earnings, with many users debating whether the stock's parabolic move is supported by long-term fundamental shifts in energy demand or if it faces a potential pullback due to rapid valuation increases.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors digest aggressive capital expenditure plans and successful earnings beats, fueling a broader community debate about the long-term sustainability of AI infrastructure spending versus near-term revenue growth. Investors are actively discussing the company's cloud growth and its strategic positioning in the competitive AI landscape through partnerships and custom hardware development.

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 remains a focal point for investors as the community debates the stock's massive volatility and potential recovery ahead of earnings. Market participants are intensely focused on the company's aggressive hiring and global facility expansion, balancing these growth indicators against persistent concerns regarding leadership governance and historical regulatory scrutiny.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy shares are rallying on strong sector-wide momentum driven by Bloom Energy's recent earnings beat and surging institutional interest in fuel cell solutions for the AI data center energy bottleneck. While shareholders remain focused on long-awaited contract conversions and the potential for a larger sector re-rating, active community discussion is highlighting intense option flow and debates over the stock's historical dilution compared to its current data center pipeline.

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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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