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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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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 trending following its earnings release, with community members closely watching for sustained gains. Discussions revolve around AWS growth, overall profitability, and whether the stock can maintain its upward momentum or if profit-taking will lead to a reversal, similar to other tech stocks.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple's earnings are driving significant discussion, with debates focusing on whether the results justify the company's high valuation and PE ratio. Community members are closely watching guidance for the next quarter, particularly regarding iPhone sales and growth in China. Some traders express concerns about overvaluation and are considering short positions, while others remain bullish, anticipating a continued climb towards higher price targets.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit's stock is trending following a strong earnings report, with revenue and EPS exceeding analyst expectations and user growth remaining solid. The community is buzzing about the potential for a continued rally towards previous highs, although some traders are wary of a possible pullback. Discussions also include the impact of AI and data licensing deals on Reddit's revenue streams, as well as a debate on the stock's valuation relative to its growth.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy (MSTR) is trending amid mixed reactions to its earnings report, which featured strong revenue growth but missed EPS estimates. The community is debating whether the company's heavy Bitcoin holdings and unrealized gains justify the current stock price, with some anticipating a short squeeze while others point to manipulation and dilution concerns. Analysts remain bullish with high price targets despite recent volatility.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

RKT is trending as investors discuss the potential impact of AI integration and the recent earnings report. Community members are focused on Q4 expenses, the Redfin/Mr. Cooper merger, and future earnings potential amid fluctuating interest rates. Bullish sentiment is building around the company's long-term growth prospects in the mortgage industry.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to community discussion around earnings and a recent offering, with debates focusing on the significance of new deals and the company's growth potential. Bulls emphasize the disruptive nature of GSIT's technology and potential partnerships, while bears express concerns about disappointing results and valuation. Some investors speculate about a possible buyout or strategic investment from larger players in the semiconductor industry.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as investors digest recent earnings and pipeline developments, with discussions focused on revenue guidance and the potential of their next-generation inhibitor. Community sentiment appears mixed, with some expressing confidence in management's vision and others concerned about market undervaluation and the ongoing CMS legal battle. Bullish investors are hoping for a breakout driven by strong execution and potential M&A activity.

DexCom, Inc. is a medical device company, which engages in the design, development, and commercialization of glucose monitoring systems for ambulatory use by people with diabetes. Its products include Dexcom G6, Dexcom G7, Dexcom Stelo, Dexcom Share, Dexcom Real-Time API, and Dexcom ONE. The company was founded by John F. Burd on May 13, 1999 and is headquartered in San Diego, CA.

Dexcom Inc

DXCM is trending amid mixed sentiment following earnings and news of a leadership transition. While some investors see a buying opportunity due to growth in key markets and a raised full-year revenue outlook, others are concerned about margin pressures, competition, and product quality, particularly with the G7 sensor; the community is actively debating the stock's near-term trajectory.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as investors react to an analyst upgrade from JP Morgan citing potential in Base monetization and USDC yield opportunities. Community chatter suggests a possible run to $400, while others express skepticism based on past earnings performance, and anticipate volatility ahead of the Q3 report. The stock's recent decoupling from Bitcoin's price action is also being noted.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

LUMN is trending due to positive sentiment surrounding its AI connectivity fabric and recent partnerships, particularly with Palantir, fueling speculation about future government contracts. Community members are actively discussing the potential for a significant earnings beat and a re-rating as a tech company, while also weighing the company's debt against its growth prospects in the AI infrastructure space.

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Should Invesco NASDAQ Next Gen 100 ETF (QQQJ) Be on Your Investing Radar?

Will Nasdaq ETFs Continue Their Rally Going Into Q2 Earnings?

QQQ, QQQM, QQEW, QQQJ and QQQE surge as Nasdaq hits highs on earnings momentum, AI optimism and rate cut hopes.

Nasdaq Turns Positive in 2025: ETFs to Ride the Rally

Logitech International S.A. (LOGI) division Streamlabs announced substantial enhancements to its AI-powered streaming assistant on Tuesday, ahead of its full-scale launch, which is anticipated later in 2025.&nbsp;The latest version of the Streamlabs Intelligent Streaming Agent was showcased at Computex, highlighting a leap in live content creation and audience engagement capabilities for streamers.The upgraded platform integrates advanced systems developed by NVIDIA Corp. (NVDA) and the narrative-focused AI engine Inworld AI.&nbsp;Designed to respond instantly to live gameplay and viewer engagement, the system allows for a more interactive and immersive streaming experience.The latest capabilities enable content creators to streamline elements of their livestreams using real-time, context-sensitive triggers, executing tasks like switching scenes, playing sound effects, or having the avatar speak tailored messages, eliminating the need for manual intervention.The refined Streaming Agent empowers creators with advanced avatar customization, letting them tailor personality, voice, and expressions using NVIDIA's digital human tools and Inworld AI.&nbsp;It also acts as a real-time assistant, offering technical guidance and creative support drawn from a knowledge base, helping streamers of all skill levels navigate live broadcasts more effectively.&nbsp;“Together with NVIDIA and Inworld AI, we’re advancing interactive technology to help streamers engage with their audiences in new and creative ways,” said Head of Streamlabs, Ashray Urs.&nbsp;“The tools we’re unveiling today represent an entirely new era of digital storytelling, and the new demo at Computex is a crucial step closer to bringing these solutions to market at scale.”The upgrade also improves how streamers connect with their audiences through chat.&nbsp;The assistant can now generate quick recaps for viewers who join late and launch interactive polls that let the audience influence decisions mid-stream.&nbsp;On Stocktwits, sentiment around Logitech improved from ‘bearish’ to ‘neutral’.<figure class="image"><img style="aspect-ratio:632/75;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_20_071509_png_fb3b91ea6e.webp" alt="Screenshot 2025-05-20 071509.png" width="632" height="75"><figcaption>LOGI's Sentiment Meter and Message Volume as of 07.30 a.m. ET on May 20, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/LOGI">Logitech</a> stock has&nbsp;gained 5% in 2025 but shed 3.7% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-india-ambitions-gain-momentun-with-foxconn-s-1.5-b-investment/ch0doKSRb8x">Apple’s India Ambitions Gain Momentum As Foxconn Invests $1.5B In Local iPhone Assembly Arm</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Logitech’s Streaming Agent Gets Smarter, More Personal: Retail Sentiment Improves 

The upgraded AI assistant provides real-time automation, avatar customization, and interactive tools to boost livestream production and audience engagement.

Equity

The upgraded AI assistant provides real-time automation, avatar customization, and interactive tools to boost livestream production and audience engagement.


Shares of BioNTech slipped 0.83% in after-hours trading on Friday after the company said it would pay $791.5 million in a settlement payment with the National Institutes of Health, drawing a cautious response from retail investors.The payment reportedly comprises $750 million as a settlement for claimed royalties during calendar years 2020-2023, and $41.5 million consideration for the NIH towards an amended and restated license agreement, dated December 20.BioNTech, a clinical-stage biotechnology company, focuses on patient-specific immunotherapies for the treatment of cancer and other serious diseases.BioNTech had been in discussions with the National Institutes of Health concerning royalties and other amounts allegedly owed on certain sales along with its collaboration partner Pfizer in connection to COVID-19 vaccine, the Fly.com reported.Retail sentiment on the stock leaned cautious as many commenters noted concerns regarding the mRNA prospects and BioNTech’s capabilities.<stembedurl>https://stocktwits.com/taxplanr/message/597983247</stembedurl> <stembedurl>https://stocktwits.com/taxplanr/message/597861544</stembedurl> &nbsp;The Fly.com report said the company's execution of the settlement agreement wasn’t an admission of liability as the company denied it had any legal liabilities or was in violation of any laws.NIH has reportedly agreed to consider any alleged noncompliance under the amended license agreement to be resolved for the period up to and including January 1, 2024, including any claimed historical royalty payments allegedly owed by the company prior to January 1, 2024.In parallel, BioNTech and the NIH also entered into the amended license agreement that provides a “framework” for a license for use in combination products including the COVID-19 vaccine used in combination with other active pharmaceutical ingredients.The settlement agreement requires Pfizer to reimburse BioNTech for $364.5 million of the claimed royalties paid to the NIH for 2020-2023 sales, the report added.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image. Source: Getty Images

BioNTech Stock In Focus After $791.5M Settlement With NIH: Retail Cautious

Retail sentiment on the stock leaned cautious as many commenters noted concerns regarding the mRNA prospects and BioNTech’s capabilities.

BeiGene (<a class="mention" data-mention="$BGNE" data-symbol-id="BGNE" href="https://stocktwits.com/symbol/BGNE" target="_blank">$BGNE</a>) shares jumped over 5% pre-market Wednesday, with the oncology company’s stock poised to reach a two-week high after the European Commission approved its drug Tevimbra (Tislelizumab) for first-line treatment of gastric and esophageal cancers.The approval allows Tevimbra, in combination with chemotherapy, to treat esophageal squamous cell carcinoma (ESCC) and gastric or gastroesophageal junction adenocarcinoma.&nbsp;Clinical trial data showed that Tevimbra improved median overall survival to 17.2 months versus 10.6 months with chemotherapy alone, demonstrating statistically significant and clinically meaningful benefits.Mark Lanasa, Chief Medical Officer for Solid Tumors at BeiGene, emphasized Tevimbra’s role as the cornerstone of the company’s solid tumor portfolio, noting that more than 1.3 million patients worldwide have been treated with the drug.&nbsp;The latest approval adds to BeiGene’s momentum, marking six EU indications granted in just over a year.Esophageal cancer, which accounts for over 90% of esophageal squamous cell carcinoma cases, is one of the deadliest cancers. Beigene says it is projected to increase by nearly 60% to 957,000 annual cases by 2040, highlighting the urgent need for better treatment options.BeiGene has been expanding rapidly, recently reporting $1 billion in quarterly revenue, driven by U.S. and European product sales, and opening an $800 million R&amp;D and manufacturing facility in New Jersey.&nbsp;The company had also announced plans to rebrand as “BeOne Medicines Ltd.” and change its ticker to “ONC” following shareholder approval, signaling its commitment to global oncology leadership.<figure class="image"><a href="https://stocktwits.com/symbol/BGNE"><img style="aspect-ratio:1318/318;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/BGNE_sentiment_and_message_volume_Nov_27_premarket_749418ab8f.png" alt="BGNE sentiment and message volume Nov 27 premarket.png" width="1318" height="318"></a><figcaption>BGNE sentiment and message volume Nov 27 premarket as of 7:30 am ET | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment shifted from ‘neutral’ to ‘extremely bullish’ early on Wednesday following the approval news, accompanied by a surge in message volume.&nbsp;TD Cowen recently reiterated a ‘Buy’ rating on BeiGene and raised its price target to $260, citing the company’s robust pipeline, which it described as among the best in biotech.BeiGene stock has gained more than 8% 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/aspi-stock-slides-after-fuzzy-panda-short-call/cJIWDFNRWc">ASP Isotopes Stock Fizzles After Fuzzy Panda Short Call: Retail Eyes Opportunity</a>

Clinical trial data showed that Tevimbra improved median overall survival to 17.2 months versus 10.6 months with chemotherapy alone.

BeiGene Stock Eyes 2-Week High After EU Approves Cancer Treatment: Retail Enthusiasm Grows

The latest approval adds to BeiGene’s momentum, marking six EU indications granted in just over a year.

Chinese search engine and artificial intelligence (AI) company Baidu, Inc. (<a class="mention" data-mention="$BIDU" data-symbol-id="BIDU" href="https://stocktwits.com/symbol/BIDU" target="_blank">$BIDU</a>) reported sub-par third-quarter earnings amid weakness in its core online marketing business.Beijing, China-based Baidu reported third-quarter non-GAAP earnings per ADS of 16.60 yuan or $2.37, marking a 19% year-on-year (YoY) decline and a 21% sequential drop. Analysts, on average, estimated 17.90 yuan per ADS for the quarter, according to Yahoo Finance.Total revenue slipped 3% YoY and 1% sequentially to 33.56 billion yuan or $4.78 billion, slightly ahead of the 33.43-billion-yuan consensus estimate polled by LSEG, according to Reuters.Baidu Core revenue was flat YoY to 26.5 billion yuan, with online marketing revenue slipping 4% to 18.8 billion yuan. The decline was offset by a 12% increase in online non-marketing revenue, driven by the AI Cloud business.Revenue from iQIYI, Baidu’s&nbsp;Chinese subscription video on-demand over-the-top streaming service, fell 10% to 7.2 billion yuan.Commenting on the quarterly performance, Robin Li, CEO of Baidu said, "Core's flattish third quarter top line reflected the ongoing weakness in our online marketing business, offset by the growth of our AI Cloud business."Li, however, said Baidu’s AI&nbsp; capabilities are gaining broader market recognition, as evidenced by increasing adoption of the ERNIE humanoid robot.&nbsp;The company’s robotaxi service “Apollo Go” has achieved another milestone with its sixth-generation autonomous vehicle RT6, which is now operating on public roads across multiple Chinese cities, he added.Rides provided by Apollo Go's fully driverless vehicles accounted for over 70% of total rides nationwide in the third quarter, rising further to 80% in October."Despite the near-term pressures, we remain steadfast in our AI-focused strategy and are confident in our long-term trajectory," Li said.Interim CFO Junjie He said core operating margins remained stable as the company managed to further optimize costs and realized cost efficiencies between business units.<figure class="image"><a href="https://stocktwits.com/symbol/BIDU"><img style="aspect-ratio:637/188;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/bidu_sentiment_bf502ab31c.png" alt="bidu-sentiment.png" width="637" height="188"></a><figcaption>NVDA sentiment and message volume November 21, 2024, as of 10:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Baidu stock stayed 'bullish’ (61/100), with message volume spiking to 'extremely high.'Baiidu was among the top 10 trending stocks on Stocktwits on&nbsp;Thursday.Some retailers on&nbsp;the platform lamented over the company’s lack of shareholder return policy. Others said the stock is undervalued.Baidu's ADS listed on Nasdaq fell 6.98% to $80.69. It is down more than 27% so far this year amid the fundamental woes and general caution toward Chinese stocks.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-jensen-huang-weighs-in-on-tariff-threat/cJIT8NfRX1">Nvidia CEO Commits To Trump Policy Support, Reveals Strategy To Offset Tariff Challenges: Retail Stays Bullish</a>

Baidu said it remains steadfast in its AI-focused strategy and is confident in its long-term trajectory. 

Baidu Stock Pulls Back On Mixed Q3 Results: Retail Applauds Company’s Positive Long-Term Commentary

Baidu said the ongoing weakness in the online marketing business was offset by the growth of its AI Cloud business.

Trip.com Holdings Limited (<a class="mention" data-mention="$TCOM" data-symbol-id="TCOM" href="https://stocktwits.com/symbol/TCOM" target="_blank">$TCOM</a>), a one-stop travel platform, is scheduled to report its third-quarter results after the market closes on Monday.Shanghai, China-based Trip.com’s quarterly earnings per share (EPS) is widely expected to decline from $1.10 in 2023 to $0.96 in 2024. The consensus, however, models an increase in revenue from $1.93 billion to $2.18 billion.&nbsp;&nbsp;In the preceding quarter, Trip.com’s revenue climbed 14% year-over-year (YoY), with the company attributing the growth to strong travel demand, especially cross-border travel. Adjusted earnings before interest, taxes and depreciation climbed about 19%.On the second-quarter earnings call, co-founder and executive chair of the board Jianzhang Liang said, "We are committed to harnessing the power of AI and unlocking its full potential, ensuring we deliver exceptional value and continuous innovation to meet the evolving needs of our customers."In June, the company launched its AI-powered 2024 Trip.Best Global and Asia 100 lists which are based on real user reviews and year-round sales popularity.&nbsp;CEO Jie Sun highlighted the resilience of the Chinese travel market and said the travel market will see robust growth following a strong start in 2024.Data from Statista&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.statista.com/statistics/1215457/most-visited-travel-and-tourism-websites-worldwide/">showed</a> that Trip.com was the fourth-most visited website worldwide in October, with 100.83 million visitors compared to Booking Holdings, Inc.’s (<a class="mention" data-mention="$BKNG" data-symbol-id="BKNG" href="https://stocktwits.com/symbol/BKNG" target="_blank">$BKNG</a>) 528.03 millionThe anticipated economic recovery in China on the back of copious stimuli from the government and the central bank should bode well for the company.Last week, BofA raised the price target for Trip.com stock from $56 to $67, assuming a 20-30% rise in non-GAAP profit for the 2024-25 period due to efficiency measures implemented by the company and its strong operating leverage.Ahead of it, Mizuho Securities bumped up the price target from $65 to $78, citing China’s stimulus policies. Despite a mixed outlook due to tariff threats and the structural challenges faced by the Chinese economy, the firm remained positive about outbound travel demand in China.&nbsp;Trip.com shares have rallied over 65% for the year-to-date period. They ended Friday’s session down 0.73% at $59.49.Commenting on the Stocktwits platform, an options trader said Trip.com shares have notable relative strength among Chinese ADRs.<stembedurl>https://stocktwits.com/ivanhoff/message/591135201</stembedurl>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chinese-urban-air-mobility-company-ehang-is-due-to-report-q3-2024-results/cJ4HqbIRQc">Chinese Flying Taxi Company EHang Expected To Report Strong Revenue Growth In Q3: Retail Sentiment Soars</a>For updates and corrections email newsroom@stocktwits.com&nbsp;

Trip.com shares have gained over 65% for the year. 

Trip.com Analysts Optimistic Amid Robust Travel Trends In China As Stock Looks To Extend Strong Gains For Year 

Mizuho’s optimism regarding Trip.com is premised on strong outbound travel trends in China despite the domestic economy’s structural challenges and the looming tariff threat.

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