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Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending following a strong earnings report that showcased robust user growth and improved margins, fueling community speculation about its shift toward becoming a high-margin cash generator. Investors are actively discussing the stock's recent surge as a potential short squeeze and a long-awaited turnaround, with additional optimism surrounding recent subscription price increases and strategic moves into AI-powered features and video content.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following an "Overweight" rating from a major investment bank, highlighting its strong data center deals and power infrastructure expertise. The community is buzzing about the potential for a short squeeze and the company's critical role in the expanding AI infrastructure, with many viewing it as a prime beneficiary of hyperscaler capital expenditures.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is trending as its recent robust earnings beat and impressive high-value client additions are sparking optimism that this could signal a broader recovery for the beleaguered software sector, with many highlighting DDOG's critical role in AI infrastructure.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is trending as it sweetens its all-cash offer for Warner Bros. Discovery (WBD), increasing financial protections and touting a clearer regulatory path compared to Netflix's (NFLX) bid which faces DOJ scrutiny; the community is also discussing PSKY's recent UFC event viewership amidst calls for improved stock performance.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

The imminent merger vote for Churchill Capital Corp X with Infleqtion, solidified by SEC approval and a clear timeline to trade as INFQ, is fueling significant investor interest. The community widely views Infleqtion as an undervalued leader in quantum technology, citing its robust government and industry partnerships, including with NASA and NVIDIA, and its superior neutral-atom computing, setting the stage for a potential re-rating against its peers.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending as investors debate its post-earnings performance, with bulls highlighting the stock's perceived undervaluation at a low single-digit forward P/E and new management's turnaround strategy, while bears express concern over declining margins, debt, and broader fintech sector headwinds. The community is actively discussing a potential short squeeze against the backdrop of significant institutional buying and recent board appointments.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune (EVMN) is experiencing significant upward momentum after announcing positive top-line data from its Phase 2a trial for EVO301 in moderate-to-severe atopic dermatitis, which met its primary efficacy and safety endpoints. The community is actively discussing strong price targets and potential for a short squeeze, though some caution about the company's valuation and debt for a biotech at this clinical stage.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab is trending amidst widespread user frustration over persistent platform outages and trading restrictions on its ThinkorSwim and mobile apps, leading many to consider alternative brokers, even as the company reports strong financial performance, including a substantial share buyback and strategic acquisitions into private markets.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is surging after releasing robust 52-week maintenance data for its atopic dermatitis drug, Rezpeg, showcasing durable efficacy and a clean safety profile. The community is actively discussing the drug's strong competitive positioning, which is further bolstered by recent Nobel Prize recognition validating Treg-based therapies, fueling significant upside potential and buyout speculation.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending after its Q4 earnings report, which, despite an initial sell-off, highlighted strong revenue and GMV growth along with a substantial reduction in cash burn. The community is actively discussing this progress towards profitability by late 2026, viewing the dip as a buying opportunity in the promising African e-commerce market.

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Disney-Heavy ETFs to Watch Amid Q1 Earnings & CEO Change 

Mixed earnings and a shift in leadership put ETFs with heavy exposure to the Walt Disney Company in focus.

<ul class="summary-bullets"><li>Senator Cory Booker said that the sale of Warner Brothers to either Netflix or Paramount would have a significant impact on 10s of 1000s of Americans that work in the entertainment industry and American consumers.</li><li>Cory also raised concerns over President Donald Trump's purchase of $2 million in stocks and bonds in both Netflix and Warner Brothers, days after the Netflix Warner Brothers deal was announced.&nbsp;</li><li>WBD’s chief revenue and strategy officer, Bruce Campbell told the senate committee that Netflix was and remains the best opportunity for the company.&nbsp;</li></ul>Netflix Inc. (<a href="https://stocktwits.com/symbol/NFLX">NFLX</a>) co-CEO Ted Sarandos said in a testimony before the Senate on Tuesday that after its deal with Warner Bros Discovery (<a href="https://stocktwits.com/symbol/WBD">WBD</a>), both companies will largely operate as they are doing at present.&nbsp;“We plan to operate those businesses largely as they are today. Netflix and Warner Brothers both have streaming services, but they are very complimentary,” Ted Sarandos said in the testimony.&nbsp;“This deal keeps one of the most iconic Hollywood studios healthy and competitive. Warner and Netflix together will create value for consumers, more opportunities for the creative community, and more American jobs,” he added.&nbsp;Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market.&nbsp;<h2 class="st-heading-2">Critical Senators</h2>Democratic Senator Cory Booker said that the sale of Warner Brothers to either Netflix or Paramount would have a significant impact on 10s of 1000s of Americans that work in the entertainment industry and American consumers. “I've been hearing from people throughout this industry, concerns, fears, worries, legitimate folks that don't have a political ax to grind, who are very concerned about the matters,” he added.&nbsp;He also raised concerns over President Donald Trump's purchase of $2 million in stocks and bonds in both Netflix and Warner Brothers, days after the Netflix Warner Brothers deal was announced.&nbsp;“I think it is outrageous for any senator, any house member, or for the President or Vice President, for that matter, to be trading in individual stocks when they have extraordinary insider information and influence over policies that move corporate power,” he added.&nbsp;<h2 class="st-heading-2">Right Deal For WBD</h2>WBD’s chief revenue and strategy officer, Bruce Campbell told the senate committee that Netflix was and remains the best opportunity for the company.&nbsp;The vertical merger permits Netflix to expand its nascent movie and television production capabilities with the addition of the Warner Brothers studio assets and gives WBD’s production capabilities access to Netflix's popular and consumer friendly streaming and distribution platform, he added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around NFLX and WBD trended in ‘bearish’ amid ‘low’ message volume.&nbsp;One Stocktwits user wrote that ‘after watching the hearing today it doesn't look good for Netflix getting this across the finish line…’&nbsp;&nbsp;<stembedurl>https://stocktwits.com/Ben_Dover_U/message/643891022</stembedurl>Shares in WBD have jumped 165.5% over the past 12 months. Meanwhile, NFLX shares have fallen 18% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Netflix logo is seen displayed on a smartphone screen and a Warner Bros. Discovery logo in the background.

 Netflix, WBD Will Continue To Operate As They Are Doing Now, Ted Sarandos Tells Senate 

Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market. 

Equity

Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market. 


<ul class="summary-bullets"><li>Stifel lowered the firm's price target on DraftKings to $44 from $46.</li><li>Guggenheim has also lowered the firm's price target on DraftKings to $42 from $45.</li><li>JPMorgan said that Gaming stocks "are carrying a lot of baggage and negativity," so investors should be selective.&nbsp;</li></ul>Shares of DraftKings (<a href="https://stocktwits.com/symbol/DKNG">DKNG</a>) fell more than 6% on Friday after several analysts slashed their price targets on the stock ahead of its expected fourth quarter (Q4) earnings results on Monday.&nbsp;<h2 class="st-heading-2">Price Cuts</h2>Stifel lowered the firm's price target on DraftKings to $44 from $46 and kept a ‘Buy’ rating on the shares.The firm said it has approached Q4 earnings for the online gambling group cautiously despite mostly attractive valuations, noting that it tactically favors DraftKings in the near-term given NBA handle share momentum, de-risked consensus FY26 (fiscal year 2026) estimates, potential upside from the Winter Olympics and World Cup.&nbsp;Guggenheim also lowered the firm's price target on DraftKings to $42 from $45 and kept a ‘Buy’ rating on the shares after updating the firm's model for Q4 and "an initially more conservative" 2026 outlook.&nbsp;Given recent guidance challenges, it would be prudent for DraftKings to start 2026 in "a very reasonable zone and hopefully exceed expectations throughout the year," the analyst said in a note.&nbsp;JPMorgan last week also lowered the firm's price target on DraftKings to $41 from $42 and kept an ‘Overweight’ rating on the shares.&nbsp;Gaming stocks "are carrying a lot of baggage and negativity," so investors should be selective, the analyst said.&nbsp;<h2 class="st-heading-2">Upcoming Q4 Earnings</h2>Draftkings is expected to post a revenue of $1.97 billion in Q4, according to data from fiscal.ai.&nbsp;It had missed analyst estimates for third quarter revenue.&nbsp;The company is also expected to report a &nbsp;profit of $0.12 per share in the quarter. It posted a loss of $0.28 per share in the corresponding quarter of 2024.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around DKNG trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;One user said that the gaming segment “is filled with too much risk from all angles.”&nbsp;“And it’s a low margin business to be home with. Risk reward is not in the bulls camp,” they added.<stembedurl>https://stocktwits.com/Balls_deeper/message/643458827</stembedurl>One bullish user said that they are adding more of Draftkings stock amid the selloff.<stembedurl>https://stocktwits.com/howyee1234/message/643455001</stembedurl>Shares in the company have fallen 34% over the past 12 months.&nbsp; &nbsp;

In this photo illustration, the logo of DraftKings Inc. is displayed on a smartphone screen. 

DraftKings Shares Are Falling Today – Here’s Why

Analysts from Stifel, JPMorgan and Guggenheim have slashed their price target on Draftkings ahead of its Q4 earnings due Monday.

<ul class="summary-bullets"><li>The company anticipates incurring total pre-tax restructuring charges of approximately $35 million to $45 million.</li><li>Pinterest said it is taking these actions to support its transformation initiatives, reallocating resources to its AI push.&nbsp;</li><li>BofA in a note to investors said that the Pinterest announcement suggests tariff-related pressure on ad spend has likely continued into Q1.</li></ul>Shares of Pinterest plunged on Tuesday after it announced a board-approved global restructuring plan.&nbsp;The company’s restructuring plan includes a reduction in workforce that is expected to affect less than 15% of the company’s overall headcount as well as office space reductions.<h2 class="st-heading-2">Charges It Expects To Incur</h2>The company anticipates incurring total pre-tax restructuring charges of approximately $35 million to $45 million, which are expected to be primarily cash-related expenditures. The company intends to exclude the restructuring charges from its non-GAAP financial measures, including adjusted core profit.Pinterest had 5,205 full-time employees as of September last year. The job cut would translate to less than 780 positions.<h2 class="st-heading-2">AI Push</h2>The company said it is taking these actions to support its transformation initiatives, reallocating resources to AI-focused roles and teams that drive AI adoption and execution, prioritizing AI-powered products and capabilities, and accelerating the transformation of its sales and go-to-market approach.The company also added that although it is reducing its overall staffing levels with these actions in the near term, Pinterest plans to reinvest in key development areas and strategic opportunities.&nbsp;The company expects to complete the restructuring plan by the end of its third quarter ending September 30, 2026, subject to local law and consultation requirements, according to a regulatory filing.&nbsp;<h2 class="st-heading-2">Analysts Take</h2>Evercore ISI analyst Mark Mahaney notes the stock is currently trading off about 8%, which it believes is indicative of concerns around Pinterest's ability to reaccelerate U.S.-Canada (UCAN) growth in 2026.&nbsp;Evercore in a note to investors said that the announced restructuring slightly decreases the odds of a UCAN reacceleration this year. That said, the firm believes Pinterest has very reasonable valuation support at these levels, as per TheFly. Evercore has an ‘Outperform’ rating on the stock with a price target of $40.BofA in a note to investors said that the Pinterest announcement suggests tariff-related pressure on ad spend has likely continued into Q1. However, the reduction could enable Pinterest to maintain a margin growth trajectory toward low-30s EBITDA margins, the firm noted.&nbsp;The firm maintained a ‘Buy’ rating and $39 price target on Pinterest shares.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around PINS trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bearish user said that ‘company has no chance of surviving on it’s own,’ while adding that it is a takeover candidate.&nbsp;<stembedurl>https://stocktwits.com/TrueGuru/message/643038834</stembedurl>Another user predicted stock to continue to fall on Wednesday.<stembedurl>https://stocktwits.com/BearBoB/message/643041538</stembedurl>Shares in the company have fallen 27.5% over the past 12 months. &nbsp;

In this photo illustration, the Pinterest logo is seen displayed on a smartphone screen.

Pinterest Is Plunging Today – What’s Its Global Restructuring Plan As Retail Sees It As Takeover Candidate

The company’s restructuring plan includes a reduction in workforce that is expected to affect less than 15%.

<ul class="summary-bullets"><li>Last week, Coupang said that the leak perpetrator, a former employee, accessed 33.7 million accounts, but only retained user data from approximately 3,000 accounts.</li><li>The South Korea government dismissed Coupang’s investigation findings as a "unilateral" conclusion of a still ongoing investigation.</li><li>The head of South Korea's Fair Trade Commission also told Yonhap that it could consider temporarily suspending the business operations of Coupang.</li></ul>The South Korean government on Wednesday reportedly pledged to take "all available legal measures" against Coupang Inc (CPNG) over its recent data leak.Yonhap News Agency <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://en.yna.co.kr/view/AEN20251231004056320?input=tw">reported</a> on Wednesday that the government slammed the online retail company’s lukewarm response in addressing the issue during a parliamentary hearing."The company's lukewarm and passive attitude in explaining the situation during the parliamentary hearing, and its attempts to underestimate the damage and dodge responsibility, are further fueling public concern and distrust," the government reportedly said in a statement while adding that it will review all available legal measures.<h2 class="st-heading-2">The Leak</h2>Coupang <a href="https://stocktwits.com/news-articles/markets/equity/coupang-stock-slides-as-korea-biggest-data-breach-triggers-ceo-exit/cLeJZ5jREpO">said</a> it detected unauthorized access to customer data on Nov. 18 and reported it to authorities, initially estimating about 4,500 affected accounts. Further review later showed that the incident may have exposed personal information tied to as many as 33.7 million customers, including names, phone numbers, email addresses, shipping details and some order history.However, last week, the company <a href="https://stocktwits.com/news-articles/markets/equity/christmas-party-stocks-still-ongoing-2025/cLeULetRED2">said</a> that the leak perpetrator, a former employee, accessed 33.7 million accounts, but only retained user data from approximately 3,000 accounts. The perpetrator also subsequently deleted the user data, the company said after an investigation that it claimed was conducted in close coordination with the government.<h2 class="st-heading-2">Government Is Not Convinced</h2>Science Minister Bae Kyung-hoon on Wednesday reportedly slammed the company’s probe findings. "While they claim that information from 3,000 accounts was deleted, the data can still be stored somewhere. If it is kept on a cloud platform, it is even harder to trace," Bae said, as reported by Yonhap. The government also rejected Coupang’s investigation findings as a "unilateral" conclusion of a still ongoing investigation.“Coupang should have disclosed fact-based investigation findings or plans for compensation. We urge the company to faithfully fulfill its role as the subject of the investigation," Bae said while adding that the government intends to impose punitive measures if the probe uncovers any problems.The head of South Korea's Fair Trade Commission also told Yonhap that it could consider temporarily suspending the business operations of Coupang.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CPNG stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.A Stocktwits user termed Coupang’s situation as “serious” and urged others to take their money “away from Coupang.” “They may fall big time in short term and may be wiped out in longer term,” the user wrote.<stembedurl>https://www.stocktwits.com/goguryo2000/message/640477869</stembedurl>Another noted that the company seems to be in “big trouble.”<stembedurl>https://www.stocktwits.com/eatfreshsubway/message/640480869</stembedurl><a href="https://stocktwits.com/symbol/CPNG">CPNG stock</a> has gained 10% this year.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/khosla-ventures-partner-sees-robotics-have-gpt-3-moment-in-2026/cL7B4e1REzW">Khosla Ventures Partner Sees Robotics Have A ‘GPT-3 Moment’ In 2026; Warns Of Anti-AI Protests From White-Collar Employees</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Coupang Inc. on July 31, 2025. (Photo illustration by Cheng Xin/Getty Images)

South Korea Vows ‘All Available Legal Measures’ Against Coupang After Massive Data Leak

Yonhap News Agency reported on Wednesday that the government slammed the online retail company’s lukewarm response in addressing the data leak during a parliamentary hearing. 

Should You Invest in the Invesco NASDAQ Internet ETF (PNQI)?

<ul class="summary-bullets"><li>While it is unclear how many jobs will be affected by the layoff, the report said it is expected to be large-scale.&nbsp;</li><li>The layoffs could reportedly affect up to 40% of the workforce in some teams.</li><li>Roles related to artificial intelligence and cloud computing will largely be protected, Reuters added, citing sources.</li></ul>Chinese tech firm Baidu (BIDU) has initiated layoffs expected to impact different business units, Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/world-at-work/chinas-baidu-starts-layoffs-after-reporting-third-quarter-loss-sources-2025-11-28/">reported</a> on Friday, citing multiple unnamed sources.According to the report, the layoffs began this week and follow the company's announcement of a third-quarter loss earlier this month. The layoffs are expected to run till the end of the year, sources told Reuters.While it is unclear how many jobs will be impacted by the layoff, the report said it is expected to be large-scale, adding that it could reach as high as 40% for some teams.Roles related to artificial intelligence and cloud computing will largely be protected, and more resources would be directed to AI, sources said.As of the end of 2024, the company had 35,900 employees.<h2 class="st-heading-2">Baidu’s Disappointing Q3</h2>For the third quarter of 2025, which ended September 30, Baidu reported a 7% drop in total revenue to RMB31.17 billion ($4.40 billion).Net loss attributable to Baidu was RMB11.2 billion in the quarter, compared to the net income of $7.6 billion reported in the corresponding quarter of 2024."Our strategic AI investments are yielding strong returns. Revenue from AI-powered businesses grew over 50% year-over-year to roughly RMB 10 billion in the third quarter of 2025, laying a solid foundation for sustainable long-term growth," Baidu CFO Haijian He said earlier this month, reiterating the company’s faith in the field of AI despite building competition. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/BIDU">Shares of BIDU</a> rose 1% in the pre-market session at the time of writing. On Stocktwits, retail sentiment around BIDU jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours while message volume stayed at ‘low’ levels.BIDU stock has gained 38% this year and about 37% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/is-2025-new-2008-paul-krugman-two-ways-trump-cronies-undermining-stability/cL5abEeREL7">Two Moves Trump’s ‘Cronies’ Made That Have Krugman Worried About 2008-Style Meltdown</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Exchange Rate: RMB1= $0.14

 In this photo illustration - The Baidu logo is displayed on a smartphone screen in front of a stock chart showcasing Baidu's financial performance on February 16, 2025, in Chongqing, China.

Baidu Reportedly Begins Layoffs In Bid To Cut Costs After Disappointing Quarter, AI Roles Largely Safe 

According to Reuters, layoffs began this week and are expected to continue through the end of the year.

<ul class="summary-bullets"><li>Bank of America lowered the firm's price target on JD.com to $38 from $39 and maintained a ‘Buy’ rating, according to TheFly.</li><li>Bank of America forecasts JD’s retail revenue growth of 3.0% and 2.5% for the fourth quarter and 2026, respectively.</li><li>Benchmark also cut its price target on the stock to $38 from $42 and kept a ‘Buy’ rating on the shares.</li></ul>JD.com Inc. (JD) became one of the top trending tickers on Stocktwits after its U.S.-listed shares fell nearly 3% in afternoon trading following multiple brokerages lowering their price targets, flagging tougher comparisons for the fourth quarter.Bank of America lowered the firm's price target on JD.com to $38 from $39 and maintained a ‘Buy’ rating, according to TheFly. The firm noted that for the fourth quarter, the company’s management expects a tougher comparison for appliances, while the smartphone, healthcare, fashion, and supermarket categories all performed well during the Double 11 campaign.The firm forecasts JD retail revenue growth of 3.0% and 2.5% for the fourth quarter and 2026, respectively.<h2 class="st-heading-2">Benchmark’s Take</h2>Benchmark also cut its price target on JD.com to $38 from $42 and kept a ‘Buy’ rating on the shares. The firm noted that the third-quarter results showed healthy topline growth, but tough year-on-year comparisons in computers, communication, and consumer electronics categories, as well as home appliances.This, coupled with uncertainties around the trade-in program, poses headwinds heading into the fourth quarter and fiscal year 2026, Benchmark said. The firm said it was lowering its fourth-quarter and fiscal year 2026 revenue growth projections and adjusting its earnings forecast accordingly.On Thursday, JD.com beat Wall Street expectations for the third quarter. The company’s earnings per share came in at $0.52, compared to analyst expectations of $0.39, according to Stocktwits data. Its quarterly revenue was $42 billion, topping estimates of $41.44 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on JD.com remained unchanged in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.A user on Stocktwits noted that “best news is we're in Q4” and added that signs point to some real strength.<stembedurl>https://stocktwits.com/Congostockchat/message/636258324</stembedurl><a href="https://stocktwits.com/symbol/JD">Shares of JD.com</a> have declined nearly 16% in the last 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/feds-jeff-schmid-warns-rate-cuts-could-have-long-lasting-impact-on-inflation/cLPQLsXRE4m">Fed’s Jeffrey Schmid Warns Rate Cuts Could Have Long-Lasting Impact On Inflation</a>

The JD.com (Jing Dong) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Is JD.Com Stock Falling Today?

 Multiple brokerages lowered their price targets on the stock, flagging tougher comparisons for the fourth quarter.

<ul class="summary-bullets"><li>Baidu stated that its autonomous ride-hailing service, Apollo Go, and U.A.E.-based autonomous mobility company AutoGo signed a next-phase partnership agreement to scale their fleet to hundreds of vehicles by 2026.&nbsp;</li><li>The companies are eyeing the construction of the largest fully driverless fleet in Abu Dhabi.</li><li>Baidu’s weekly rides surpassed 250,000 by the end of October.</li></ul>Baidu, Inc. (BIDU) on Tuesday announced that it is now expanding its fleet of autonomous vehicles in Abu Dhabi, as it accelerates toward large-scale, fully driverless commercial operations.Baidu’s autonomous ride-hailing service Apollo Go and U.A.E.-based autonomous mobility company AutoGo signed a next-phase partnership agreement to scale their fleet to hundreds of vehicles by 2026, Baidu <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/baidus-apollo-go-and-k2s-autogo-announce-fleet-expansion-plan-in-abu-dhabi-winning-one-of-the-emirates-inaugural-fully-driverless-commercial-permits-302611516.html">said.</a>The companies also secured Abu Dhabi's inaugural fully driverless commercial permits issued by the Integrated Transport Centre, allowing it to commence fully driverless robotaxi service for the public, including residents and visitors. The companies are eyeing the construction of the largest fully driverless fleet in Abu Dhabi.<h2 class="st-heading-2">Executive Take</h2>Liang Zhang, Managing Director of EMEA, Baidu Apollo, stated that moving from the initial announcement to fully driverless testing in just a few months, and now securing the permit, shows incredible potential and strong support for autonomous mobility in the U.A.E.<blockquote>“This next phase, focused on larger-scale operation, brings us one step closer to a future of safer, smarter, and more sustainable transportation for the region."&nbsp; - Liang Zhang, Managing Director of EMEA, Baidu Apollo.</blockquote>Earlier this month, it was reported that Baidu’s autonomous ride-hailing business is expanding rapidly worldwide, with weekly rides surpassing 250,000 by the end of October. This matched the weekly ride figure reported in April by Waymo, Alphabet's self-driving car unit, for its U.S. operations.In September, the company also<a href="https://stocktwits.com/news-articles/markets/equity/baidu-apollo-go-gets-dubais-first-autonomous-driving-test-permit-commences-on-road-trials/chD1EPjR33u"> announced</a> that Apollo Go has commenced trials in designated areas on open roads in urban Dubai since August.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/BIDU">BIDU stock</a> stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.BIDU stock is up by 56% this year and by 49% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/engn-stock-soars-on-hopeful-data-from-bladder-cancer-study/cLPdq03REPn">ENGN Stock Soars On Hopeful Data From Bladder Cancer Study</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Baidu logo is seen displayed on a smartphone screen. 

Baidu Eyes Autonomous Vehicle Fleet Expansion In Abu Dhabi 

The companies also secured Abu Dhabi's inaugural fully driverless commercial permits issued by the Integrated Transport Centre, allowing it to commence fully driverless robotaxi service for the public.

<ul class="summary-bullets"><li>In Q3, the company’s revenue increased 20% to $13.5 billion.&nbsp;</li><li>While revenue from the company’s delivery segment rose 29% to $4.5 billion in the quarter, revenue from the mobility segment grew 20% to $7.7 billion, even as freight division revenue remained flat year-on-year.</li><li>Adjusted EBITDA rose 33% to $2.3 billion in the quarter, above an analyst estimate of $2.27 billion. &nbsp;</li></ul>Uber Technologies, Inc. (UBER) reported a stronger-than-expected third-quarter earnings, but a soft forecast for the forthcoming quarter weighed on investor sentiment, sending its shares lower in the pre-market session.The ride-hailing firm now <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.uber.com/news-events/news/press-release-details/2025/Uber-Announces-Results-for-Third-Quarter-2025/default.aspx">expects</a> gross bookings in the fourth quarter to be between $52.25 billion and $53.75 billion, representing a year-over-year growth of 17% to 21% on a constant currency basis.Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) in the busiest quarter of the year is expected to be $2.41 billion to $2.51 billion, representing 31% to 36% growth. This is, however, marginally below the $2.49 billion expected by Wall Street analysts.<h2 class="st-heading-2">Q3 Numbers</h2>In the third quarter, the company’s revenue increased 20% to $13.5 billion, driven by a 21% rise in gross bookings to $49.7 billion, primarily due to growth in the company’s mobility and delivery businesses. This is higher than the $13.3 billion expected by analysts, according to data from Fiscal AI.Trips in the quarter grew 22% to 3.5 billion, marking the largest trip volume increase in Uber’s history outside the post-COVID-19 rebound, CEO Dara Khosrowshahi noted.While revenue from the company’s delivery segment rose 29% to $4.5 billion in the quarter, revenue from the mobility segment grew 20% to $7.7 billion, even as freight division revenue remained flat year-on-year. The company is now expanding its delivery business with partnerships with more grocery and retail merchants.Uber's adjusted EBITDA rose 33% to $2.3 billion in the quarter, above an analyst estimate of $2.27 billion.<h2 class="st-heading-2">How Did Stocktwits User React?</h2><a href="https://stocktwits.com/symbol/UBER">Uber shares </a>slipped 7% in the pre-market session at the time of writing. On Stocktwits, retail sentiment around Uber stayed within the 'bullish' territory over the past 24 hours, while message volume rose from 'high' to 'extremely high' levels.UBER stock is up by 65% this year and by about 36% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-china-made-ev-sales-reportedly-drop-10-percent-in-october/cL28BCjR3CD">Tesla’s China-Made EV Sales Reportedly Drop 10% In October, Lowest Since May</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Uber Technologies Inc logo is seen displayed on a smartphone screen. 

Uber Delivers Solid Earnings, But Tepid Q4 Guidance Sends Stock Lower 

The company now expects adjusted EBITDA in Q4 to be $2.41 billion to $2.51 billion, marginally below an analyst estimate of $2.49 billion. 

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