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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is experiencing significant attention amidst sharp volatility, primarily driven by recent analyst downgrades from major banks, which many in the community are interpreting as market manipulation. This has led to a split sentiment, with some lamenting price drops while others view it as a prime opportunity to "buy the dip" ahead of anticipated strong earnings and potential S&P 500 inclusion.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending following its CES 2026 keynote, where CEO Lisa Su unveiled next-generation AI processors like the MI455 and MI500, projecting massive future AI adoption and detailing strategic partnerships. Despite these significant announcements and strong demand outlook, the stock has experienced a notable pullback, prompting community debate over "sell the news" dynamics and perceived market manipulation. Many investors see the current dip as a strategic long-term buying opportunity given the company's strong position in the AI and high-performance computing landscape.

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 significant market momentum, primarily fueled by reports of persistent memory shortages and increasing demand for its storage solutions within the rapidly expanding AI infrastructure. This has created a highly polarized community discussion, with some investors celebrating its 'unstoppable' rise as a 'generational shift,' while others caution about an overextended 'bubble' and potential for sharp pullbacks.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is actively trending following NVIDIA's unveiling of a new autonomous vehicle platform, which significantly intensifies competition in the self-driving sector. This development has sparked extensive community debate regarding Tesla's competitive lead in FSD and its high valuation, especially as reports circulate about softening sales in certain markets.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis Inc. (ALMS) is trending following the announcement of positive Phase 3 clinical trial results for its oral TYK2 inhibitor, envudeucitinib, in treating moderate-to-severe plaque psoriasis, demonstrating strong efficacy and high skin clearance rates. This success is fueling community discussions about its potential as a highly competitive oral therapy, positioning the company for a future New Drug Application. While some anticipate continued upward momentum and potential for a short squeeze, others express caution regarding possible stock offerings and the competitive landscape.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is currently trending with strong community anticipation for a potential short squeeze, driven by its high short interest. Investors are keenly discussing the company's pivotal role in next-generation AI data centers, particularly its GaN and SiC power solutions aligning with NVIDIA's 800V AI factory architecture and recent strategic partnerships. This foundational technology is fueling optimism for a significant breakout in energy-efficient AI infrastructure.

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 a major talking point amid accelerating AWS revenue, driven by AI infrastructure demand, and its expanded AI integrations like Alexa+. Market commentators are actively discussing its perceived undervaluation compared to peers and anticipating a significant re-rating as a compelling AI growth play.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is gaining significant attention following a U.S. Department of Energy (DOE) agreement for Project TETRA, which aims to accelerate the development of its Integral Molten Salt Reactor (IMSR) pilot plant. The community is buzzing about this as a potential "Oklo 2.0," highlighting its advanced nuclear technology as crucial for addressing the escalating energy demands from AI and industrial decarbonization. Despite prior volatility, many investors are viewing current price levels as key accumulation points in a rapidly expanding sector.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending strongly, driven by substantial ETF inflows and the recent rollout of new AI-powered market insight features. The community is buzzing with divided opinions, debating whether these developments signify sustained institutional adoption and utility for the asset or if current momentum will face profit-taking. This highlights the ongoing speculation surrounding XRP's long-term potential as a key bridge currency.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is actively discussed following its announcement to be an early adopter of NVIDIA's Vera Rubin NVL72 platform, reinforcing its position as a significant AI infrastructure provider. This comes amid recognition as a top stock for future growth by some analysts, driving conversations around its long-term potential. However, the community remains divided, with many expressing frustration over the stock's pronounced volatility and sharp intraday price movements.

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<ul class="summary-bullets"><li>UBS does not expect Lululemon's Americas sales growth to turn sustainably positive in 2026.</li><li>It said LULU will have to invest at least a year of time and effort to return its U.S. business to sustainable sales growth.</li><li>The firm kept a “Neutral” rating and $206 price target on the shares.</li></ul><p>A fresh annual global athletic wear survey from UBS is flashing caution on Lululemon’s U.S. outlook. An analyst at the firm said that Lululemon's Americas sales growth rate may not turn sustainably positive in 2026, despite leadership changes.</p><p>The survey indicated that U.S. trends likely "stay tough,” as per TheFly. The firm kept a “Neutral” rating and $206 price target on the shares.</p><p>The firm, in a note to investors, said that no matter who the new CEO is, Lululemon will need at least a year of time and effort to return its U.S. business to sustainable sales growth.&nbsp;</p><p>Lululemon’s U.S. sales have struggled amid rising competition and weak consumer demand due to macroeconomic uncertainties stemming from higher inflation and tariffs. In its recently announced third-quarter results, its net revenue in the U.S. region fell 2% to $1.7 billion.</p><p>In September, Lululemon warned that U.S. tariffs on Vietnam and China, and the removal of the de minimis rule, would hurt its 2025 gross profit by $240 million, with impacts possibly reaching $320 million in 2026.&nbsp;</p><h2 class="st-heading-2">Boardroom Uncertainty</h2><p>Lululemon founder Chip Wilson has launched a proxy fight by nominating three independent directors in an effort to remake the company’s board as the athletic-apparel retailer searches for a new chief executive.</p><p>He said that shareholders have no confidence that the existing board can select and support the next CEO without onboarding members with stronger product experience.</p><p>He further submitted a non-binding proposal calling for the board to immediately declassify, so that all directors are elected annually by shareholders.</p><p>Earlier this month, Lululemon said its CEO, Calvin McDonald, will leave the company. The firm named its finance chief, Meghan Frank, and chief commercial officer, André Maestrini, as co-interim CEOs.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2><p>Retail sentiment around LULU trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;</p><figure class="image"><img style="aspect-ratio:628/60;" src="https://news.stocktwits-cdn.com/LULU_PNG_e228cd885a.webp" alt="Retail sentiment around LULU trended in ‘bearish’ territory amid ‘extremely low’ message volume." width="628" height="60"></figure><p>Shares of Lululemon have fallen 43% so far in 2025.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

A customer enters a Lululemon store on June 02, 2023 in Corte Madera, California.  (Photo by Justin Sullivan/Getty Images)

Lululemon’s US Sales Struggles Are Likely To Extend Into 2026 Despite CEO Reset, Warns UBS

Lululemon’s net revenue from the U.S. region fell 2% in its Q3 earnings due to slowing consumer demand amid macro uncertainties. 

Equity

Lululemon’s net revenue from the U.S. region fell 2% in its Q3 earnings due to slowing consumer demand amid macro uncertainties. 


<ul class="summary-bullets"><li>Meta said in an announcement that the Manus agent will unlock opportunities for businesses across its products.</li><li>Manus’ team will also join Meta’s but the company will continue to operate from Singapore.</li><li>Meta said that it will continue to operate and sell the Manus service while also integrating it into its products including Meta AI and scaling the service to more businesses.</li></ul><p><br>Meta Platforms (META) on Monday said that it has agreed to acquire Singapore-based tech startup Manus for an undisclosed sum.</p><p>Manus is focused on building a general-purpose AI agent designed to help users tackle research, automation, and complex tasks.</p><h2 class="st-heading-2">Why Is Meta Buying Manus?</h2><p>Meta <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.facebook.com/business/news/manus-joins-meta-accelerating-ai-innovation-for-businesses">said</a> in an announcement that the Manus will unlock opportunities for businesses across its products. The company’s autonomous general purpose agent can independently execute complex tasks like market research, coding, and data analysis, Meta added.</p><p>Meta said that it will continue to operate and sell the Manus service while also integrating it into its products and scaling the service to more businesses.</p><p>Manus’ team will also join Meta’s but the company will continue to operate from Singapore. It will also continue to sell and operate its product subscription service through its app and website.</p><p>“Joining Meta allows us to build on a stronger, more sustainable foundation without changing how Manus works or how decisions are made,” said Manus CEO Xiao Hong. The company said earlier this month that its annual run rate for revenue is over $125 million including usage-based and other revenue, merely eight months after launching its first general AI agent. Prior to the launch, it raised $75 million led by Benchmark.</p><p>META traded 0.3% lower after hours on Monday at the time of writing.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around META stayed within the ‘bearish’ territory over the past 24 hours, while message volume fell from ‘normal’ to ‘low’ levels.</p><figure class="image"><img style="aspect-ratio:586/58;" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAkoAAAA6CAYAAABPnnZxAAAQAElEQVR4AexdCXQUVbr+KunQ2Ug6AUKaRYggGkQkLDPAjDrE5UmYnMemMuSIR5YMm/N00KejPHQcfPMcURwgkcP6YAwDCkFfhuARiQeVAAoJm0kIYIKJdkgg3dnTpJN+969OQ3en16QTsvx96lbV/e9//3vvV1Vf/rukysfIP0aAEWAEGAFGgBFgBBgBuwj4gH+MACPACDACjEC3QYAbwgh4FwGnjtKNGw3Q6apQWlqOn38u48AY8D3A94BH9wBxB3EIcYl3qQsgm2SbymB+Yn7me4DvAU/uAeIN4g/iEVfc5NBRIgNabSUUCgXCwkKgVvfFgAH9ODAGfA/wPeDWPUCcQdxBHEJcQpxij5BaIyNbZJNsUxlUFvMT8zPfA3wPuHMPEF8QbxB/EI8QnzjjIR97idevV8jiiIhwBAcHwM9PAUmSZBnvGAFGgBFwBwFJkmTuIA4hLqE8Zm6h89YGsw2ySbaZn1qLJOdjBHomApLkGTe1cJTIs/L19YFK1Zudo555D7loNSczAp4jIEmSzCnELcQxnlsw5aC8ZIP5yYQH7xkBRqBtCEiSa26ycpRork6vv4HQ0OC2lcy5GQFGgBGwgwBxC3EMcY2dZKciykN5yYZTRU5kBBgBRsATBIQu8QrxC/GMiFptVo5SbW09goICeSTJCiKOMAKMgLcQkCRJ5hjiGk9tUh7mJ09RY31GgBFwBwFJcsxNVo4SeVJKpZ87NlmHEWAEGIFWIUAcQ1zjaWbKQ3k9zcf63Q4BbhAj0C4IEL8Qz9gat3KUDIZGKBS+tjocZwQYAUbAawgQxxDXeGqQ8lBeT/OxPiPACDAC7iBA/EI8Y6tr5ShRoiTxf7cRDhwYAUbASwjYmJGk1nOMJLU+r001OMoIMAKMgBUCkmSfX1o4Sla5OMIIMAKMACPACDACjEAPRoAdpR588R00ncWMACPACDACjAAj0IxAJ3eUGlFaVAZDc2X5wAgwAowAI2CLQDEy9x9Hka2Y44wAI9CMQNsOXnGUanIPYtv6D7A+WYSNe5FxqbbVtco7sAeZZc3Zdd/hUGoGvtU1x9vrUHYcKQfy28s622UEGIHbhEDp0T1I3vw58posKnDlCLZt3HOLZyySbvep4UwaktNyrKpRcWIvdnxZYiWzjmjxc2EJyq2FHGMEGAEvIdB2R6npHA5+Xol75y/Bc0tFmBuDOwICW1m9SpRf16Pe0JxdNREJ//EUJqua4+11KNeivE7fXtbZLiPQLggYjUCduG+rqmqh1Vbh2jWd/AHrkpLr0GjKRLiGq1evo6xMC/rsR0VFNaqr6+SPybZLhTqh0Ua9HgpjMc6fu1W5vLNXUA/9LZ65lXTbzxQj1AgtvIK8mzWpxPcXtIiIirwp6Qkn3MaujUB346a2O0qCiKxcjJBhGD6w+SI3aXFm/04kb9yM5E17kfmTSU6jRhmnj2L35s1Y//fNSMk09ZZIfkoriGG/0JdHePKRtvFgM2mI8w8zcCJjLzZt2IC11Eu8moO0HWTjA6seV82lI7Lt5OTN2Cbs1FCxNGqUdhLnD4j6mPPXiQSSH7oMw0/fiHp2zl6mqCVvjICMgPHyD2jcsg0NixbDmJ2NiooqVFXVCIepXnaA6F9bm5qaQERlFLvGxiY0NBhAb5ytqalDZWU16EiOk1Y8a+RokZ5svJvuFCEhKL94ztS6pnzklYYgwrIvV3MZGbu3iedf8M5WwTcyYQCao4JrBIckb9yG3V8Xy0sA7MnKTx/EDsFlyRvEiPrOI9CYR69+Om7iIeI/OewxjWI5KE+uYMAIRIUWo6BQjglPOB8FFYMQNVTEzXxKdUreibRcOyP3xGcfHkepUKeNRtRSjpqG6Ok87eg5fLKdOJN4txhFX+/FtuQNWLsxDWea2w1zOVRnC94mexwYAUcIdGduarujFDAeseOBb7dsxo4DJ1FUeQvGvAN7cSr0MSxdvAhLZ6hx8fBx0Od29XVlyLsShqkLFuG5p0fCcCpbdobumRaPe4NDcO8MoT9thDCkh170mE2OmDgvK0bpHXFIXL4cUyMu4+C/SjBmrrCxcAIUZ7/DeZED5cex93MtooV86dL5+MWNI8i4IBIMIn/hBZSPTsDS5vwnskRl+01EwgODgIG/FvUUo1f9hC5vjEAnQ8AoRhkMK19Hw4JENH64C8aLl2A8eQpKZS+Pa9qrVy/ZcSIniZyl0tJy2XkSfpXHtkwZOvk+YhiitBdwijpGFwQHDByE8AZznbXI3JeB8ug54vlfhMSJBmRk5IvEHJw4CfySuGvxfMyeOAgK2JMBSnUMpgsuW7p8CR4NzcHnxwSvoAwZn+Wgz2OCy4SNxwYrMfgR4hdH5Yki5S0E9w4LRFF+sRzTn7uM8qHDcI+I5R3YjVO9BZ8uFTafiUHN4f3ItJ1vI54TnddGoU8bjajp9aYYnRde0ePBZwRnEu+eSMMJYW/+0uWIH1yCU9+aHCpHvE32ODACtgj0BG7ysW10a+LqXz2F5xbHYxQuIE30VkwjRFdQ8JMvwv01OJWVjVNFBiirS2DuKEUMHYlQKj08BEH0cMOdXwjuGB4oK4b2DkJo1EgM9hPRICWUTY0gOtBfuoJK0YM0XBBlZp2FvpcSZT+ZRqwQOAh3DfYVGQDK36i30yOTU3nHCHQOBIwlJTCs/m80PLsQTd8ctapU06msVjlKPvTcWViiUSealiOHiZwni6RucqrGqGG1uPh9LfLytRgcLTpG5pbVXRYjNiEIbRSOlOCpM3UK+JdqoMFQRA3U4sTeIziv0UNBPGNXBgT174fGwmxkHEjD6WuAiVeIjQQv9Yb88/XVo7JcdPkclierybvQ6KFQFl0WdQDyfizH0BHUaSQ+DcLQ+yNlHQTdhzFDKlFwSdg0SdzaB0UKJ5Guf7jgXahx15gQOV9QgBIwUp2pHF+HvC0r844REAj0JG6iR0Y02QubMhLjponRmn8fgpqzZ1EAPQwNlnZDcNfEGAy2FLXDeb2YZrAyq74Pv7g7zErU0yPc/i6AQKNw/LduR0PCM2j6IkP8ETO2qLTx4kUoG60eshY6tgJ68+yNG+ZFgNapjaJMGmGitU40hWed2rVj6jHDoM//HOcrhmDUEIu26A2wQsMnEvdPvBvhCMT9s8VI0vggFHwupuv35whGsycTI0QfbsPBS0rc9cBjeCgqqNl4JH4Zo8SZfXvwyf49+LJ0hBh5VwIOy2vORofwYYIni1FQfg4XS4birrtJSHzqC38/Or8VDA2eOUq3cjo6o3Is0zqGty1L5PNOjoDgicYexk1td5R+OomvvqehZouL66eEP4ZgQL9a1CjuxrixMaYwZoggIAs9u6cGNDbZTXBLGDpIDWWtAeFjzGXGYNRApeu8bSjTtXHWYATcR8BYVIyG3y9F4z9SxPAE9fId5G0yQjp9Br6+7j/GSjFVR+uVHFiUxfSto7IyrTwdJwu6wy58JKIailETNRpqy/aoBmGAsgaG8Ga+IK6KjoQSjaKj54vwO8cj/pmJiPjxMi7alRXjZ63oJD4mRrdDlKipMzsulTiT04hxs6ZjysPTMX/eQ1DTZXJYnmWlIhEd1YiCjMsoHWyadoPMp1oU5NeaFJvEyI9GiQGDTCNCJqHY9xcuXrUWpTKf1aL0Wo0QerINaSVve1IG63ZVBDoxN7UrpPTotq0AVRgMZ/Zg/YbN8mLI9f8qQ9TDEwUZKTEu/jGEnNmB5J2fYO/Obdh0IB9mGrFfqCCIOxU4nyps7T7eun93HRKL+Hu1OJi8EymiJyf/G/B1+6XdlIqh7ajSI1i/UfQML9yU8gkj0OEIGM+dR8PiZTBeuuxW2Z5Ov/n5+cGd0SJa4E3TcTpdlVv16PxKYXhwzjzMnhhmU9VBeHTaSJR/9gG27UpDytbNSDmuBcqysXf7NuzYS7LjqBk9AaPsyTAIUf1KcGjrHqTsSEFuXWCz/RAMjqjBiV2Ch0RI3r4HaV9fRo3Qt1serH/qYYNQU6TBAMFNphRLPk3BtuTPUX5vHB6VR8fCEBpUjFNflwA+IzDqDg0yaMH3xv0oDQo3ZXd7b1mOu7zttnFW7MII9GRuarujFDQMsXMX4bnfJyBh7jw8tzwBjw5tHsEJGoH4RUuQOCsWU383H4nxI0RPDWJIezlm34/m332Y/cJ0mKPqKfPwQuI8JM6ZKEafLNMszwF17DzMj22er4dN2q+ewtKlT+G31JMTx8l9RFHqhzB/gejViVParPIHjMT05aKez87H1LsplQMj0PEINB06jIbnV0AM5bhduNHDdUpGozzU4Lb92tp6+dUCxi660tvqOVeGIEieuopE7IJ5iDUPLQ2ciITFS5Dw24cw+9lFSJgsnKl+4zEncT4Spj6E6fMW4ZkpkYA9GcIwbs4iJD4xFbOfTkD87AQTLzXl4/RPgzCdFl4vFulPToR//lGc0Ajo7ZUnxFab6PAlvrAE06MtpDf5NB4Jwm7Cr0Sd5GTh7C1cgnlyXIlRM5Zg6bynsCBRcPG0p0z1EXpWWNhypiWf3iwn1oq3hQnvbWypSyHQ07nJx2tXyy8QoWLo2Z49RZCZoOyl2pEplVDYEXsk8lE6rA/s/nwhigX/GIHbgUDTJ/8Hw1t/dT7VZqdixvJy+EtAaGgwwsJC0LevChER4VCr+8qBzklGaSpVb9A6JDtmnIpoqo5eJ9BVnSWnjbNIVIaEQGnDiPa4y56sRV59jZiGq0W5zjR12lipQWljGCIs3gnXIo9FXZydUvm29YSPLxQWdW+tbctyqRyTY2kp5fOehgBzE2DxaPW0y8/tZQQ6BwJN6Z/B8P469yvj6wuff3sUfuvfR6+0TyH5KxEUFICAACV69fIDLdiWJAmSJMnnJKO0wEB/hIQEo1+/MAQHB3qytkl+RxM5S+5XsodrBsRg9qwhKD2Sjk/2p+HgGYWY+ovHqIAejgs3v0shwNxkulw+pgPvGQFG4HYgYKT3I3ngJPlMGA+/lB1Q/OllSPeNAnwkj6vt56cQDlMQ+vfvI47BskMFN360yLuy0tPFwW4Y7qYqiv4xmDojHtMpPD4eg0O6aUO5Wd0SAeamW5eVHaVbWHSfM25J10Dgxg0Y/ut1iOEa1/UV00KK116B4p3/gRQZ6VrfTY3g4AAxVRcmpp17uZWjurpWflmlW8qsxAgwAl0TAeYmq+vmYxXjCCPACHQYAoa/bwD9u62rAqWhQ+C3bRN8Hn3ElWqr0n3FVF6fPqHy9J07BrTaKtBLKt3RZR1GgBHoegh0Rm5yB8X24iZ2lNxBn3UYAS8jYKysQtPX37i0Kt0/Gn7J6yH17etSt60KtCCc1jq5skPfkqurq3elxumMACPQBRFgbmp50dhRaokJSxiBdkegwd8fvXZ/CN/ZswDbb4o0ly6Nvg9+a94GAgObJe1/cOUsKRQK9OmjElXyF6NKpv/oav9acQldDwGucVdFgLmp5ZVjR6klJixhBNoVgYYGA+gzD0oUkAAADllJREFUIWU1ejQmLoTfzu2gkSPLQqW+feC3+k3Az89S3CHn5CzRG7wtC/PxkeRXEPTrp5LXKF29Wo6KCl7YbYkRnzMCXR0B5ib7V9DHvtgzaf21EpSUmIMO7ToofykJk8PCMG17idNKFnwwDerB05BU6FSNExmBDkegqsr0GQozKemCesPnvTVQvPUmpAFqgP6t/41VQEhvdNTPtpzw8BD51QIkp+m4iIg+oloSSkvLQQu66Z1K9fV6t97yTTZuW6jXydykq79tNeCCGYEugwBzk/1L5QVHqQBJU9RQq80hDAFSAMb+MQM6tNOv3g3Wqy5ASXEB6q2+eNlO9WGzjICbCNDnQ8jBsFSvq9PLDkjN6DFQ/O9WKP72V0ij7rVU6fBzSZIQHh4q/0ccvYPp+nUddLqWi7jJaerwynlS4KFlMjctO+RJJtZlBHoeAsxNjq+5FxylZuP3vIZMjQYazQ84/FIUstdOw0rXa1WbM3twGL4MmXV1OPBspAeZXKu+8cYbePLJJ10rdgoNrkRXRYA+CWKv7jRCU1VVg1JtFaTx4+ypOJR99913iI6Olkd8JEnCyy+/jIaGBlm/uroav/nNb26mSZIkx0kuKzjZKRS+qK+/IU8T0uiXPVVy8qju9tJ6qoy5pKde+a7d7vbgJjMixcXFMkcFBQXh1KlTsph4Iz8/H88//zwCAwPx9ttvy3J3dh3NTd5zlBRhiIyMFCEKsTPjoBITcPVVMP0MOqT/cawYaZJkwlbHbUWuwZSkO56EhAlhslySJKhn3kqTp88eS8KxtIVQ+4m889KBwiRMG6zGtA8KTAaKdyFhsEgTeSU7I1magy9ipJ8pXT0/HTrY/xG5jRw5kp0l+/Cw1EsIOCIjs3kiAEmSzFGXx5qaGrz++uuYMmUKCgsLkZSUhDVr1mDnzp1yXkovKirC3Llz8fHHH8uB7nV/f3853dWOXk7pTIfIjpwpZzqdNs1gzUsBMS8i/ZqptrlrJ4up+4VIrTbF0/+gFvGHkXTJFJe5afBCpNsZ3CZ8mUtMOPG+6yDgbW4yt5w4gjiJeEhp8Z2w2tparFq1Crt27UKdGPyAOYObx47kJu85SteykP5xKlL/8S5mPf0udMNfw7JHTS3OXjUW09bqkPBRDjTntmDysYWY/J/HTIkFGciNWY0D32XhwJ9iodu/EMvN649o+uzQckxOzEHCun04/GosYKhHQXEJCswE9moCdimW4UCBBj98twEJMWqoYP7l4t11OizbtQ9rZqhQsn2W01EuJjgzbnxsDwTozdb0r/XObAcHBzlLbpEWJHpoaWlpsoM0ZMgQzJgxA4MGDcJXX30l61J5BoMBo0ePxuzZs+VAI0z032uygoudUtkLrgiprou+KsDESwWI+9thZAnuiCt8F9MmrES2AYieMBa64q1I/5oAykbmxyViKj8DqV/S2sh6HDuYjpK7JmGsP6W3DMwlLTFhSedFoD24ydzaL774Ajt27MDChQuh1+vNYhB37d69GwcPHpRHlG4muHnSkdzkPUepJBWr/7gMy15djVTR6/IPFs4McQrSkfRXMfrzu9VY/UAY0Hcali2Kgu5QJoQUqt/tQ9amZYgdqoL6gRjECJAyjmWJvXnzF45OJtYsmYnYexywUkkBCq4B6vELsOLpaHNGcYzGmoNbsOyJmVjx6jJEoh5arRA72ZjgnIDDSW1CwNXIi6+vD5RKz//LzdfXF5IkyXW7fv06KisrQSMaJKCP4FLIyclBYmIi/vKXv4ipNPGwUKKbgb4R50xVr29wltxJ05p5KT4JKS/FImb8MqQkxwGFbyGJ1jNNjMVMUfPM07lCloH0kljEio5fxpeZQiocJ6ETOXEsIkXM0dbNucRRs1neBRFoL24iPnrttdcwZ84cPPjgg15HpqO4yXuO0qjVyCzSQFOkhVG7DzPztmLWH3ah/lIuiFrwzwR5USUt+n74HXKRTJjpjotenFpCQL+RiEvcimMkNtDOHKIQNdh83vIYt+4wVtyTgeUT1AgIGIsXv3QwuaYKg3DTWhpgCSPQQQg4WudjLt7VQ2/Wc3SkdUnr1q0Tz0EAZs2aJatRD27AgAEIDQ3FHXfcIU/L0YhSaWkp3P0FBPg7VaWhdYOhi71TSaeRO2rRD0yCuXX+E2JB3azM84KfFJMROwXIpQ7dsQxkR07Ciidigf0ZOHYpExn1/pgVFwP+MQLdAYH24CbihU2bNqGqqgrkLPm1w6tOOoqbvOcoWd4tKkEyk4TgonCchkcjRpz6LzkMAu5mOLcCUcItWjnlRaRHb8APYo5SU5SCuULXo00VizXZdajTHMbqSWKqLXYBdjVPy3lkp1mZeoHU+/7oo4+aJXxgBLyDADkyzizRULKzdGdp9FytXbsW27dvx/r16zF8+HBZfdiwYfj222+xTjhQK1euRHJyMr7//nuYF1TKSi529A4lPz+FUy1XbXOa+XYkqtSCf4QjlJ19q/TcLIjxI0weFSVkkYidKtymL49h67ksYMpYxMVMQmR9JjL3Zwk9McI9Uag52d544w0wlzgBiJM6DQKunt/WcFNWVhZWr14tT7G9+eabMi/RWiSSnT592itt7yhu8p6jZNBCfpfS+QzsWpUgRnaAqBlxgoxikfCsCvUfLMTCj3NlnYKTqcgQ03OAFvX1gH+kGOvRlSB3+1akewSfDumrXkTqeTGKFCmcs/FqkVsYFPvWbExsrUGN87iDAH0branJ6FTVlTPiKDM5SbQG4M9//jPIWZo5kyaNTNo07Ubpphjk0SY6NxgMdHA7uKpbQ0PnHlEq+DoVqbSGUg7ZKEEcFjynAv65Giu/LEBJYQZWvrkLUC3AzAdMsERNmYlI7EPSByWImRADjBEcg2xs3SacqymxmKww6dnbM5fYQ4VlnRGB9uImrVaLPn36gEavP/vsM5w8eVIeLDl69KjH0//OcOsIbvKeo5T3FibTu5TuexgJYmot9m+ZyFolemTwR9ymTGyZWoetT46Up9/unLAMScfE8LYgqxXvTUK9mJa7U+SN/TgKcaOcQWKTZqhHfUk6Zt0XBnp30+R36kRZazA32EbPjejQoUM7U+/PjRqzSldCoKmpyWl1FYpb64ycKtokkhNE/+m2YMECPP744+jfvz/27dsnL5Ck/yp57733sGTJEly8eBG5ubl4//33MXDgQIwa5cmDBpcLul21z6baHR499s4szHrSHBKQIjpqk94jXtLgrdg7oY56GG8Vx2HLsS2IM/PH+MmYBh10On9MnhAFKMaapuPychE9NRaRsP9jLrGPC0s7JwKunt3WctMjjzyCH3/88Wagzhy9BoAWb1NaeXk5Pv30U9Bi7xs3buDs2bNynOSeIOXKUXLVPnfK8nFHyblOFFacM8qeIpG2HOp+wL6XJkGlaM6piMaCdA2MVVpoNFrUNWiw72lBPCI5+oVMk1xbB036GqSQrZ1xIgWIeilH2M3BCtMsgizD8BXIMRqR85LIr4jEzE1Cp+6W3QOLyDmzk7c5X0q8yYztvrCwEDzdZosKx72FgKuH1cfHp1VF0SjuO++8A7Kfmpoqv97iiSeewOLFi1FRUQFaj3TkyBGMGDECtMA7Ly8PmzdvRlSUeH48KNHX13n9qHwPzHWcanyK4BAbfjI2c4olL5XVwag5gAX3WFYtDlsE1xiNddjwa5JHYkGGyZbMPySyE5hL7IDCok6LgKtn16eV3NSywdaSgoIC+bUlr7zyCmiEm14TQK8xIbm1pvNYR3CTc/ZzXj/PU4NViIxUwV9hk5XkKn8boQdRfwd2PTDBqoxAeyLQ5GLazcdHalXx9M8RV65caeEMkIzSJkyYII8k0TD41atXRUdFg6lTp3pcliuybHIxYuZxgR2Zgfinr39HlshlMQKdBoGmduIm2wbGx8eD3us2btw4OYmOFJcHV+QOidEqXVZyY9cR3NSxjpIbjWYVRqA7IhAQoMSAAf0cBvpcSHu2W6VSISIiAr6+vq0qplcvP4d1p3b17RvWKrucqfMiwDXrGQjcbm5qK8odwU3sKLX1KnF+RoARYAQYAUaAEei2CLCj1G0vLTesZyHArWUEGAFGgBFoDwTYUWoPVNkmI8AIMAKMACPACHQLBNhRuk2XkYtlBBgBRoARYAQYgc6PQAtHiVagd/5qcw0ZAUagqyLQFo5pS96uihfXmxHoIgh0+Wo64hcrR4leLGXoat9s6vKXhhvACPQsBIhjiGs8bTXlobye5mN9RoARYATcQYD4hXjGVtfKUaJ/s9PrG2x1OM4IMAKMgNcQII4hrvHUIOWhvJ7mY30HCLCYEWAErBAgfiGesRKKiJWjFBjoj5qaWvnldSKNN0aAEWAEvIoADW0TxxDXeGqY8lBesuFpXtZnBBgBRsAZAsQrxC/EM7Z6Vo4SeVL0leCKimpbPY4zAozA7UWgW5RO3EIcQ1zjaYMoD+UlG57mZX1GgBFgBJwhQLxC/EI8Y6tn5ShRokrVG42NTdDpqnhkiQDhwAgwAm1GgHprxCnELcQxrTVIeckG2SKbrbXD+RgBRoARIASIR4hPiFeIX0hmG1o4SqTQp08oHVBaWo7q6jo0NBjYaZIR8WDHqoxAD0eACIi4gziEuITgMHMLnbc2mG2QTbJNZVBZrbXH+RgBRqBnIUB8QbxB/EE8Qq038wqd2wa7jhIpkWcVFhYif9VXq62ERnMNP/9cxoEx4HuA7wG37gHiDOIOg8EA4hLiFOIWbwSyRTbJNpVBZTE/MT/zPdC+90B3wZf4gniD+IN4hPjEGS85dJQoE83VkYGIiHAMGNCPA2PA9wDfAx7dA8QdxCHEJcQp3gxkk2xTGcxPzM98D/A94Mk9QLxB/EE84oqXnDpKrjJzOiPACDACjEBnRYDrxQgwAt5A4P8BAAD//9K1DZgAAAAGSURBVAMAc4IHWummhd8AAAAASUVORK5CYII=" alt="META’s Sentiment Meter and Message Volume as of 6:12 p.m. ET on Dec. 29, 2025 | Source: Stocktwits" width="586" height="58"><figcaption>META’s Sentiment Meter and Message Volume as of 6:12 p.m. ET on Dec. 29, 2025 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/META">META stock</a> has gained 13% this year and by about 11% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-supplier-reportedly-slashes-contract-in-part-due-to-lower-than-expected-cybertruck-demand/cL7dT7ARExx">Tesla Supplier Reportedly Slashes Contract In Part Due To Lower-Than-Expected Cybertruck Demand</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Meta Acquires Singapore-Based Startup To Enhance AI-Capability For Undisclosed Sum

Manus is focused on building a general-purpose AI agent designed to help users tackle research, automation, and complex tasks.

<ul class="summary-bullets"><li>Chip Wilson said the board must be refreshed to empower a creative, brand-first experience.</li><li>He has nominated three independent directors to the board.</li><li>Wilson has called for the board to immediately declassify so that all directors are elected annually by shareholders.<br>&nbsp;</li></ul><p>Lululemon founder Chip Wilson has launched a proxy fight by nominating three independent directors in an effort to remake the company’s board as the athletic-apparel retailer searches for a new chief executive.&nbsp;</p><p>Wilson has also submitted a non-binding proposal calling for the board to immediately declassify, so that all directors are elected annually by shareholders.</p><p>The Lululemon founder has nominated three candidates to the company's board, including former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg.</p><p>He noted that CEO selection must follow a significant board change to ensure shareholders can trust that the right decision is made and that the new leader can succeed.</p><p>“The recent CEO change announcement was the third total failure of board oversight, with no clear succession plan in place. Shareholders have no faith that this board can select and support the next CEO without input from a board with stronger product experience,” Wilson stated.</p><p>“The Board must be refreshed so that a creative, brand-first experience is empowered,” he added.</p><h2 class="st-heading-2">CEO Departure Sparking Reset</h2><p>Earlier this month, Lululemon said its CEO, Calvin McDonald, will leave the company. The firm named its finance chief, Meghan Frank, and chief commercial officer, André Maestrini, as co-interim CEOs.</p><p>The reset at retailers is becoming a sector norm as U.S. President Donald Trump’s tariffs have been hurting sales and eating into profits at several top retailers and wholesalers. Firms have also been seeing consumer demand slow as price pressures continue to weigh on consumers' pockets. Firms from Nestle and Walmart to Coty and Coca-Cola have all changed their CEOs this year.</p><p>Shares in Lululemon have fallen nearly 44% so far in 2025.</p><p>Get updates to this developing story <a href="https://stocktwits.com/news-articles/markets/equity/lululemon-founder-launches-proxy-fight-to-change-baord/cL75M5PREx2">directly on Stocktwits.</a><br>&nbsp;</p>

 A Lululemon corporate logo hangs on the front of their store in Brookfield Place on June 21, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Lululemon Founder Targets Board Change Ahead Of CEO Search

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO. 

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO

<ul class="summary-bullets"><li>Citi, Truist, and Stifel have maintained a “Buy” rating on the stock.</li><li>Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.”</li><li>Truist said the reported $20 billion cost is high, but it is small relative to Nvidia's cash position and cash flow generation.</li></ul><p>Nvidia’s stock was in focus on Monday after several top brokerages voiced their confidence in the chipmaker’s $20 billion licensing deal with AI chip startup Groq, saying that it could extend its leadership in the AI infrastructure space.</p><p>Analysts at Truist said that Nvidia's licensing agreement with Groq is intended to "fortify" its competitive positioning in inference versus tensor processing units, per TheFly. While the reported $20 billion cost is high, it is small relative to Nvidia's cash position and cash flow generation. The firm kept a “Buy” rating on the shares with a $275 price target.</p><p>Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target.</p><p>Stifel said that Nvidia's deal with Groq could extend AI infrastructure leadership and also kept a “Buy” rating on Nvidia with a $250 price target. UBS also remained bullish on Nvidia shares heading into 2026. It said that it expects appreciation from here to be driven almost by higher earnings estimates.</p><h2 class="st-heading-2">$20 Billion Groq Deal</h2><p>Last week, Groq said that it had entered into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, CNBC reported the deal could be valued at $20 billion.</p><p>As per the deal, Nvidia will onboard Groq’s senior management team, including founder Jonathan Ross and President Sunny Madra, to help advance and scale the licensed technology.</p><p>The deal comes at a time when Nvidia is facing stiff competition in the AI inference space from firms like Advanced Micro Devices and Broadcom, among others. Groq specializes in fast AI inference, which will give Nvidia more breathing room on the leaderboard, as it already dominates the market for training AI models.</p><h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2><p>On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume.&nbsp;</p><figure class="image"><img style="aspect-ratio:637/64;" src="https://news.stocktwits-cdn.com/nvidia_PNG_0fec69aa4e.webp" alt="On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume. " width="637" height="64"></figure><p><br>Shares of Nvidia have gained 36% so far in 2025.&nbsp;<br>&nbsp;</p>

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Analysts See Nvidia’s Groq Licensing Deal As A Clear Win For AI Leadership

Despite the reported $20 billion price tag, brokerages believe the deal is small relative to Nvidia's scale and long-term earnings power.

Nvidia’s Groq Tie-Up Draws Bullish Calls From Wall Street

<ul class="summary-bullets"><li>Konik said early signs of Hill’s strategy are already visible in North America, where inventory is healthier, and margins are improving.</li><li>He acknowledged Nike’s weakness in China, especially in the latest quarter, but added that it could even out when you lap those comparisons in four quarters.</li><li>Nike’s position in a highly attractive footwear category, limited competitive threats, leadership status, and strong brand moat will make it special in 2026, he added.</li></ul><p>Jefferies believes Nike is poised for a comeback under the leadership of Elliott Hill, a long-time company veteran who became the footwear company’s chief executive officer in October 2024.</p><p>“Nike is going to get its act together,” said Randy Konik, Jefferies managing director, on CNBC’s 'Squawk on the Street'. “They had the wrong CEO. They have the right CEO now,” he added.</p><p>Konik said early signs of Hill’s strategy are already visible in North America, where inventory is healthier, and margins are improving.</p><p>Shares of Nike are up marginally, climbing 0.05% in Friday morning trade at the time of writing.</p><h2 class="st-heading-2">Better Solutions</h2><p>Nike has struggled with leadership changes, management resets, excess inventory, and slow turnaround over the past few years. The sneaker brand also faced stiff competition and a challenging economic climate, particularly in China, which was further squeezed by the recent tariff wars.</p><p>Given Hill's 35 years of experience at Nike, he is implementing better solutions, Konik added. “He knows how to fix the culture, and he knows how to fix the problem through an easy playbook: fixing product and balancing distribution,” he said.</p><p>In its latest quarterly results, Nike’s sales in China fell 17% in the second quarter (Q2) of 2026, while footwear sales declined 21% for the same period. Nearly 15% of Nike’s annual revenue comes from China. Meanwhile, overall sales in North America grew by 9% in the same period.</p><p>Konik acknowledged the weakness in China, saying it was a tough quarter for Nike but added that “it can become good when you lap those comparisons in four quarters.”</p><h2 class="st-heading-2">Cook’s Confidence</h2><p>Recently, Apple CEO Tim Cook purchased about $3 million of Nike’s stock in the open market, reiterating his confidence in the company. Cook is also on Nike’s board.</p><p>Konik said that in the global sneaker market, only about 10 players truly matter, and even after giving up some share, Nike remains the leader and is still well positioned. He cited the company’s position in a highly attractive category, &nbsp;limited competitive threats, leadership status, and strong brand moat as favorable.</p><p>“That’s what makes Nike special for next year. And that’s what Tim Cook saw, I think, with his stock purchase,” Konik noted. “The best part of Nike is it can use its own playbook,” he added.</p><p>Earlier on Friday, UBS also expressed its confidence in Nike’s brand and said it continues to believe its business will improve. The firm maintained a price target of $62 on Nike shares and reiterated its ‘Neutral’ rating.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around NKE shares trended in ‘extremely bullish’ amid ‘high’ message levels.</p><figure class="image"><img style="aspect-ratio:1289/154;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_26_at_10_18_01_PM_png_0dc354e658.webp" alt="On Stocktwits, retail sentiment around NKE shares trended in ‘extremely bullish’ amid ‘high’ message levels." width="1289" height="154"></figure><p><a href="https://stocktwits.com/symbol/NKE">Shares of NKE</a> are down over 22% in the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p><strong>Also Read: </strong><a href="http://stocktwits.com/news-articles/markets/equity/nike-stock-ubs-neutral-brand-strong-turnaround-slower/cLeUJo3REw8">Nike Turnaround Faces A Longer Road Despite Brand Strength, UBS Says</a></p>

Pedestrians walk past a large Nike flagship store on a rainy day

Jefferies' Randy Konik Sees Nike Getting 'Its Act Together' Under CEO Elliott Hill 

Konik said on CNBC’s 'Squawk on the Street' that Nike “had the wrong CEO” before, and the company would implement better solutions under the new CEO.

Jefferies' Randy Konik Sees Nike Getting 'Its Act Together' Under CEO Elliott Hill

<ul class="summary-bullets"><li>The drug JNJ-5939 was being evaluated in the treatment of moderate to severe atopic dermatitis in a mid-stage study.</li><li>JNJ, however, committed to progressing its remaining pipeline of candidates for atopic dermatitis.</li><li>Johnson &amp; Johnson is developing several potential therapies for moderate to severe atopic dermatitis, including NM26, PX128, PX130 and KP-723.</li></ul><p>Johnson &amp; Johnson (JNJ) said on Friday that it is terminating its experimental drug study in the treatment atopic dermatitis due to lack of clinical benefit.</p><p>The drug JNJ-5939 was being evaluated in the treatment of moderate to severe atopic dermatitis in a mid-stage study. Atopic dermatitis (AD), commonly called eczema, is a chronic, non-contagious inflammatory skin condition causing intense itching, redness, dryness, and cracking.</p><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jnj.com/media-center/press-releases/johnson-johnson-statement-on-the-phase-2b-duplex-ad-study">said</a> that the drug did not achieve the “high-bar” efficacy targets in a planned interim analysis. The drug was, however, well tolerated in the study, the company said.</p><h2 class="st-heading-2">Other Eczema Candidates</h2><p>JNJ committed to progressing its remaining pipeline of candidates for atopic dermatitis on Friday, highlighting that the condition impacts over 100 million people worldwide.</p><p>Johnson &amp; Johnson is developing several potential therapies for moderate to severe atopic dermatitis, including NM26, PX128, PX130 and KP-723. J&amp;J bought the global rights to NM26 from Numab Therapeutics for over $1 billion and acquired PX128 and PX130 through the purchase of Proteologix, both in 2024. KP-723, meanwhile, was developed by Kaken Pharmaceutical and licensed by JNJ in late 204.</p><p>The company does not currently have an FDA-approved drug specifically for eczema on the market.</p><h2 class="st-heading-2">Other Discontinued Trials This Year</h2><p>The discontinued eczema study now joins a longer list of study terminations from JNJ this year. At the onset of 2025, JNJ and partner Sanofi discontinued its E.coli vaccine trial after a study review showed that the vaccine candidate was not sufficiently effective at preventing the E.coli disease compared to placebo.</p><p>In March, the company discontinued a late-stage program evaluating Aticaprant as an adjunctive treatment for major depressive disorder due to insufficient efficacy in the target patient population. More recently, in November, the company discontinued the trial of Posdinemab in early Alzheimer’s disease after the experimental drug failed to achieve statistical significance in slowing clinical decline.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around JNJ fell from ‘neutral’ to ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.</p><figure class="image"><img style="aspect-ratio:621/58;" src="data:image/png;base64,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" width="621" height="58" alt="JNJ’s Sentiment Meter and Message Volume as of 11:21 a.m. ET on Dec. 26, 2025 | Source: Stocktwits"><figcaption>JNJ’s Sentiment Meter and Message Volume as of 11:21 a.m. ET on Dec. 26, 2025 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/JNJ">JNJ stock</a> has gained 43% this year and about 42% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/waymo-leads-on-cities-but-tesla-wins-on-manufacturing-muscle-ark-invest-says/cLetIIfREvv">Waymo Leads On Cities, But Tesla Wins On Manufacturing Muscle, Ark Invest Says</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

 Johnson and Johnson American multinational of medical, pharmaceutical and perfumery products headquartes on 28 January 2025 in Madrid, Spain.

Johnson & Johnson Terminates Experimental Eczema Drug Study After It Fails To Show Benefit

The company said that the drug did not achieve the “high-bar””efficacy targets in a planned interim analysis.

The company said that the drug did not achieve the “high-bar" efficacy targets in a planned interim analysis.


<ul class="summary-bullets"><li>UBS reiterated its Neutral stance on Nike, citing strong brand equity but a prolonged recovery timeline.</li><li>It believes Nike’s brand strength should support a long-term recovery.</li></ul><p>Shares of Nike (<a href="https://stocktwits.com/symbol/NKE">NKE</a>) were in the spotlight on Friday after UBS analyst Jay Sole said Nike’s brand remains strong, which will help the sportswear firm turn around its ongoing struggles; however, the turnaround will take longer than the market expects.</p><p>As per TheFly, UBS said in a note that it continues to believe Nike's business will improve. It rated the stock as “Neutral,” saying that the rating reflects the view that the company's turnaround will take longer than the market expects. UBS maintained a $62 price target on Nike shares.</p><h2 class="st-heading-2">Turbulent Few Years</h2><p>Nike has seen leadership changes, management resets, excess inventory, and renewed focus on innovation, leading to a slow, uneven turnaround under scrutiny.</p><p>Nike has worked to clean up excess inventory, particularly by reducing production of legacy franchises such as Air Jordans and Air Force 1s. While the reset pressured near-term results, the company said in December that inventory levels are now healthy across North America, EMEA, and other key regions.</p><h2 class="st-heading-2">Struggles In China</h2><p>The struggle in China has been longstanding for Nike, as it is continuing to face steep competition from other retailers. The recent tariff war between the two largest economies has further slowed Nike’s efforts to gain market share in China’s booming outdoor sports market.</p><p>Nike, in its recently reported second-quarter results, said its footwear sales in China fell 21%, and overall sales fell 17% to $1.42 billion. The China region accounts for nearly 15% of Nike’s annual revenue.</p><h2 class="st-heading-2">Tim Cook’s Vote Of Confidence</h2><p>Apple CEO Tim Cook has, time and again, through strategic shifts, market scepticism, and operational missteps, publicly and privately reinforced his confidence in Nike, lending credibility when the brand needed it most.</p><p>Cook has been on Nike’s board since 2005. He recently echoed his long-standing relationship with Nike after it made an open-market purchase of about $3 million worth of the company’s stock, a personal investment.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment on NKE trended in ‘extremely bullish’ amid ‘high’ message levels.</p><figure class="image"><img style="aspect-ratio:638/65;" src="https://news.stocktwits-cdn.com/NKE_Sentiment_PNG_da214e3bac.webp" alt="Retail sentiment on NKE trended in ‘extremely bullish’ amid ‘high’ message levels." width="638" height="65"></figure><p><br><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

A garden in the shape of a Nike corporate logo is seen in an office building patio in midtown Manhattan on April 6, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Nike Turnaround Faces A Longer Road Despite Brand Strength, UBS Says 

It maintained a $62 price target as inventory, China weakness, and competition weigh on momentum.

<ul class="summary-bullets"><li>The F‑35 program is the DoD’s largest acquisition program with an estimated cost of over $2 trillion to buy, operate and sustain the F-35 over its lifetime.</li><li>The watchdog alleged that the F-35 JPO did not always hold Lockheed Martin accountable for poor performance related to F‑35 sustainment.</li><li>As a result, the Department paid Lockheed $1.7 billion by July 1, 2025 without economic adjustment although it failed to meet “minimum military service requirements,” it added.</li></ul><p>&nbsp;</p><p>The U.S. fleet of F-35 fighter jets’ lack of availability in 2024 was largely because of Lockheed Martin’s poor maintenance, according to a report from the Defense Department's Office of the Inspector General.</p><p>“Although the F‑35 JPO monitored Lockheed Martin’s performance, it did not always hold Lockheed Martin accountable for poor performance related to F‑35 sustainment,” the watchdog report <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://media.defense.gov/2025/Dec/23/2003848755/-1/-1/1/DODIG-2026-039_FINAL%20SECURE.PDF">said</a>. It added that this occurred because of the lack of aircraft readiness performance or other measurable contract requirements and the dearth of material inspection and government property reporting requirements in the June 2024 contract with Lockheed.</p><p>As a result, the Department paid Lockheed $1.7 billion by July 1, 2025 without economic adjustment although it failed to meet “minimum military service requirements,” it added. The F-35 aircraft was not available to fly 50% of the time in 2024, 17% lower than the average minimum performance requirement, it said.</p><h2 class="st-heading-2">About the F35 program</h2><p>The F‑35 program is the DoD’s largest acquisition program with an estimated cost of over $2 trillion to buy, operate and sustain the F-35 over its lifetime. The F-35 Joint Program Office (JPO) is responsible for the jet’s production and sustainment contracting.</p><h2 class="st-heading-2">Trump Heightens Pressure On Defense Contractors</h2><p>Earlier this week, President Donald Trump said he plans to confront major defense contractors over slow military production, while signaling tighter scrutiny of buybacks, capital spending and executive pay.</p><p>Trump said the upcoming meetings with defense companies would focus on production timelines, capital expenditures and how firms allocate cash. He also said companies should prioritize expanding factories, shipyards and production lines.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around LMT stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/LMT">LMT stock</a> has fallen about 1% this year and over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-confirms-death-of-patient-enrolled-in-hemophilia-drug-study/cLepu4KREHO">Pfizer Confirms Death Of Patient Enrolled In Hemophilia Drug Study</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

U.S. Air Force Lockheed Martin F-35 Lightning stealth fighter flies over the San Francisco Bay in San Francisco, California on October 13, 2019.

Pentagon Blames Lockheed Martin For F-35’s Lack Of Availability 

The F-35 aircraft was not available to fly 50% of the time in 2024, 17% lower than the average minimum performance requirement, as per the Defense Department's Office of the Inspector General. 

<ul class="summary-bullets"><li>Bloomberg reported, citing sources familiar with the matter, that Powell McCormick is now considering retaining an advisory role.</li><li>Meta is also not looking to replace her board seat, the report added.</li><li>Powell McCormick and Stripe co-founder Patrick Collison joined the company’s board in April.</li></ul><p>Meta Platforms’ Dina Powell McCormick is stepping down from the board months after joining the company in April.</p><p>Meta said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001326801/000162828025058337/meta-20251219.htm">filing</a> with the Securities and Exchange Commission that Powell McCormick notified the company on Friday that she will resign effective immediately.</p><p>Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-19/meta-board-member-powell-mccormick-resigns-after-eight-months">reported,</a> citing sources familiar with the matter, that she is now considering retaining an advisory role. McCormick is looking to continue working with Meta’s senior leadership team in a broad ranging role that would be focused on investments and strategic counsel, the report said. Meta is also not looking to replace her board seat, the report added.</p><h2 class="st-heading-2">Board Shakeups At Meta</h2><p>Powell McCormick and Stripe co-founder Patrick Collison joined the company’s board in April, as part of the multiple board shuffles at the company. Other new joinees on the board this year include yet another Trump ally and Ultimate Fighting Championship CEO Dana White and Exor CEO John Elkann.</p><p>Powell McCormick is a former top adviser to President Donald Trump and has also served as Assistant Secretary of State for Secretary of State Condoleezza Rice under President George W. Bush. She is currently president of Global Client Services at BDT &amp; MSD Partners. Her husband Dave McCormick is a Republican senator from Pennsylvania.</p><h2 class="st-heading-2">Executive Exits</h2><p>In addition to board members, executives are also in constant flux at Meta. Last month, it was reported that Chief Revenue Officer John Hegeman is leaving the company as well as Business AI unit head Clara Shih. Chief AI scientist Yann LeCun also <a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-s-yann-le-cun-in-the-spotlight-today/cLPdta0REPo">announced</a> that he is leaving the company at the end of the year to put up his own startup.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around Meta stayed within the ‘bearish’ territory while message volume remained at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/META">META stock</a> has gained 13% this year and by 11% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-intel-shares-jump-after-us-antitrust-agencies-clear-5-billion-deal/cLe0d1gREtc">Nvidia, Intel Shares Jump After US Antitrust Agencies Clear $5B Deal That Deepens Their Chip Partnership</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Dina Powell McCormick speaks at the French-American Foundation - United States Gala 2023 at The Rainbow Room on June 05, 2023 in New York City. (Photo by Sean Zanni/Patrick McMullan via Getty Images)

Meta Sees Another Board Shakeup As Former Trump Adviser Resigns Just Months After Joining

Meta said in a filing with the Securities and Exchange Commission that Powell McCormick notified the company on Friday that she will resign effective immediately.

<ul class="summary-bullets"><li>The company studied Orforglipron for weight maintenance over 52 weeks in patients who were on 72 weeks of popular injectable weight-loss drugs.</li><li>Orforglipron delivered superior weight maintenance when coupled with a healthy diet and physical activity as compared to placebo in the trial.</li><li>According to analyst H.C. Wainwright, the positive study result from Lilly materially de-risks Viking's (VKTX) oral VK2735 program.</li></ul><p>&nbsp;</p><p>Eli Lilly and Company (LLY) said on Thursday that its oral weight loss drug Orforglipron helped weight maintenance in patients who were previously treated with other injectable weight loss therapies in a late-stage study.</p><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/lillys-orforglipron-helped-people-maintain-weight-loss-after-switching-from-injectable-incretins-to-oral-glp-1-therapy-in-first-of-its-kind-phase-3-trial-302645471.html">studied</a> Orforglipron for weight maintenance over 52 weeks in patients who were on 72 weeks of popular injectable weight-loss drugs Wegovy and Zepbound. While Zepbound is Lilly’s own injectable weight-loss drug, Wegovy is owned by its rival Novo Nordisk. Orforglipron delivered superior weight maintenance when coupled with a healthy diet and physical activity as compared to placebo in the study, the company said.</p><p>The overall safety and tolerability profile of Orforglipron in the trial was consistent with previous studies, the company added.</p><h2 class="st-heading-2">Lilly Awaits FDA Green Light</h2><p>Orforglipron is eligible for a fast-track review by the FDA after it was granted a Commissioner's National Priority Voucher aimed at reducing review time for important drugs in November. Lilly has already submitted an application to the FDA seeking approval for the drug for the treatment of adults with obesity and a decision is expected in early 2026. Lilly’s rival Novo Nordisk is also seeking approval for its oral Wegovy pill, intensifying competition.</p><p>Orforglipron was discovered by Chugai Pharmaceutical Co., Ltd. and licensed by Lilly in 2018. The company is studying the drug in the treatment of type 2 diabetes in addition to obstructive sleep apnea, hypertension, and knee osteoarthritis in adults with obesity.</p><h2 class="st-heading-2">Viking Therapeutics Investors Cheer Lilly’s Trial Data</h2><p>According to analyst H.C. Wainwright, the positive study result from Lilly materially de-risks Viking's (VKTX) oral VK2735 program and its maintenance dosing strategy. The firm believes the data helps reinforce the commercial viability of an oral maintenance approach.</p><p>Wainwright has a ‘Buy’ rating on Viking Therapeutics with a price target of $102 on the shares.</p><p>Viking Therapeutics is currently evaluating several VK2735 dosing options, including a potential once-monthly subcutaneous injection and daily or weekly oral doses, in an ongoing early-stage clinical trial to sustain the initial weight loss achieved after weekly injections. &nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>While shares of LLY traded 3% higher at the time of writing, VKTX rose 1%. On Stocktwits, retail sentiment around LLY stayed within the ‘bullish’ territory over the past 24 hours, while message message volume fell from ‘high’ to ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/LLY">LLY stock</a> has gained 38% this year while <a href="https://stocktwits.com/symbol/VKTX">VKTX</a> has dropped 14%.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/spacex-says-starlink-satellite-tumbling-toward-earth-after-anomaly/cLegMrNREr4">SpaceX Says Starlink Satellite Is Tumbling Toward Earth After Anomaly — International Space Station Not At Risk</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

Eli Lilly’s Oral Obesity Drug Passes Maintenance Test After Wegovy, Zepbound — Wall Street Flags Win For Viking Therapeutics

Lilly’s Orforglipron is eligible for a fast-track review by the FDA in treating obesity.

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