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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 Technologies is facing heavy volatility and downward pressure after short-seller Michael Burry posted and subsequently deleted claims that the AI startup Anthropic is siphoning market share from Palantir. While investors are debating the validity of these competitive threats, the community remains deeply polarized, with many buyers viewing the sell-off as an institutional manipulation tactic and a discounted entry opportunity, while bears point to the stock's lofty valuation and potential disruption in the broader software sector.

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 driven by a massive, AI-fueled memory cycle and high-profile analyst price target upgrades that have fueled intense FOMO. The community remains sharply divided, with bulls pointing to fundamental AI infrastructure demand, while bears warn of an imminent "blow-off top" and institutional manipulation amidst mounting geopolitical tensions in the Middle East.

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 investors debate the impact of preliminary first-quarter revenue guidance, record shipments, and progress on its second production line amid ongoing skepticism from short sellers and class action concerns. The community is sharply divided between those viewing the current share price as a generational buying opportunity based on long-term infrastructure scaling and those who remain wary of management's track record and execution risks.

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 (CAR) is seeing intense volatility and heavy retail interest as traders bet on a potential short squeeze, fueled by high short interest and speculative momentum. While community sentiment is sharply divided between bulls chasing parabolic gains and bears pointing to fundamental risks like high debt and poor financial performance, the stock remains a focal point for intense debate regarding market manipulation and potential massive price swings.

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 seeing significant momentum as investors digest a major data center investment plan in Mississippi and a positive shareholder letter highlighting the rapid growth of its AI chip business. The community is actively debating the stock's long-term potential, with bullish sentiment driven by AWS cloud dominance and new pharmacy partnerships, balanced against ongoing concerns regarding market volatility and macroeconomic pressures.

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 intense downward pressure as investors rotate out of software stocks, driven by fears that AI agents from competitors like Anthropic could disrupt traditional seat-based licensing models. Despite the volatility and technical breakdown, market sentiment remains divided between those panic-selling amid the 'SaaSpocalypse' narrative and long-term investors highlighting ServiceNow's strong enterprise moat and management's recent insider buying as evidence of an oversold bargain.

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 and debate over whether AI will cannibalize SaaS revenue or act as a catalyst for efficiency-driven margin expansion. The community is actively discussing major short-selling pressure and technical setups like double bottoms, while debating whether the current pullback represents a generational buying opportunity or a structural shift in software valuation.

Aimei Health Technology Co., Ltd. is a blank check company, which engages in entering a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or similar business combination with one or more businesses. The company was founded on April 27, 2023 and is headquartered in New York, NY.

Aimei Health Technology Co Ltd

AFJK is experiencing extreme volatility and heavy retail interest as traders speculate on a potential short squeeze, with many comparing its price action to previous low-float runner patterns. Community discussion remains polarized between aggressive bulls anticipating a massive breakout and vocal critics dismissing the stock as a speculative pump-and-dump scheme.

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 capturing significant market attention as investors react to a wave of major partnerships, including collaborations with Google and Elon Musk's Terafab project, fueling optimism about a long-term turnaround. The community is actively debating whether this momentum represents a fundamental revaluation of the company's foundry potential or a temporary rally driven by AI-related hype and institutional positioning.

Simulations Plus, Inc. engages in the provision of software and consulting services supporting drug discovery, development, research, clinical trial operations, regulatory submissions, and commercialization. The firm operates through the Software and Services segment. The Software segment offers software products for pharmaceutical research, development, and commercialization of the firm's products. The Services segment focuses on contracted consulting studies for customers and offers services supporting marketplace insight and medical communications for clinical and commercial drug development. The company was founded by Walter S. Woltosz and Virginia E. Woltosz on July 17, 1996 and is headquartered in Durham, NC.

Simulations Plus Inc.

Simulations Plus is under significant pressure following a fiscal Q1 earnings report that revealed a software revenue decline amid industry headwinds and a downward revision to its annual guidance. While some investors are monitoring the stock for potential value given its recent price correction and long-term role in drug development, community sentiment remains sharply divided between those betting on a turnaround and those skeptical of the company's growth outlook in an evolving AI-driven market.

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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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