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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 trending as investors anticipate upcoming earnings, with community chatter focused on a potential breakout and significant price movement. Bullish sentiment is fueled by expectations of strong earnings and guidance, and some are pointing to potential tailwinds like future rate cuts and crypto integration. The stock's ability to break through the $30 resistance level is a key point of discussion.

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 as investors react to the company's plans to cut up to 30,000 corporate jobs, with community members discussing the implications for the broader economy and the potential impact of AI and automation on the workforce. Some view the layoffs as a cost-cutting measure before earnings, while others speculate about a potential recession. Despite the concerns, some investors see the dip as a buying opportunity, drawing comparisons to past layoff announcements that preceded stock rallies.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending amidst discussions about its new NFL partnership and an analyst report questioning the move, sparking debate about the company's direction. The community is also analyzing recent price action, pondering whether the stock is undervalued or if deeper issues are at play, while closely watching for potential catalysts.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending as the company recently launched new AI chips aimed at competing with Nvidia and AMD in the data center market, generating significant buzz and a surge in stock price. Community discussions revolve around the potential impact of these chips, revenue projections, and whether Qualcomm can truly challenge the dominance of existing players. Some analysts express skepticism, citing the chips' specifications and disclosed customer base, while others highlight the company's shift towards AI infrastructure.

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Trump Crypto is trending amid mixed community sentiment, with some users discussing potential pumps and scams while others express political opinions related to Trump. Bullish investors are anticipating gains, while bearish investors are pointing to the coin's performance since launch. The coin seems to be moving in response to triggers related to its namesake figure.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as investors weigh the potential impact of a new web browser from OpenAI, a possible competitor to Google Chrome. Despite the concerns, many community members view the dip as a buying opportunity, emphasizing Google's diverse portfolio and strong position in AI and cloud computing.  Additionally, some analysts have recently raised their price targets for the stock, citing positive advertising and cloud channel checks.

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

Lumen Technologies is trending amid discussions of a potential short squeeze and excitement around the company's role in the AI revolution, particularly its fiber network and recent partnership. Community members are pointing to institutional ownership and insider buying as bullish signals, with some speculating about upcoming announcements and positive earnings. Overall, the conversation is centered on the company's AI-driven growth potential and its undervaluation in the market.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

NTLA is trending due to a sharp decline following the pause of its Phase 3 trials for nex-z after a patient experienced liver problems, leading to a significant stock drop. The community is debating whether this is an overreaction and a buying opportunity, or a justified re-pricing due to potential issues with its leading program. Technical analysis suggests a potential rebound around the $15 support level, while some analysts remain optimistic about risk-mitigation strategies.

Click Holdings Ltd. operates as a holding company which provides temporary and permanent personnel solutions. Its services include professional solution services, nursing solution services, and logistics and other solution services. The company was founded by Chan Chun Sing on January 31, 2024 and is headquartered in Hong Kong.

Click Holdings Ltd. - Ordinary Shares - Class A

Click Holdings Limited

CLIK is trending due to a significant volume spike and discussions around its potential for a parabolic move. Community members are closely watching for continuation and a possible short squeeze, citing a very low float and insider ownership. Some traders are also pointing to a recent revenue growth update as a potential catalyst.

Semler Scientific, Inc. engages in the provision of technology and software solutions to improve the clinical effectiveness of healthcare providers. Its multi-test service platform, WellChec, comprehensively evaluates its customers’ patients for chronic disease, including heart attacks and strokes, using its QuantaFlo product as well as other tests. The company was founded by Herbert J. Semler, Guinasso Cindy and Shirley L. Semler on August 9, 2007 and is headquartered in Campbell, CA.

Semler Scientific Inc

Semler Scientific is trending following news of its acquisition by Strive in an all-stock deal, which represents a significant premium for SMLR shareholders. The community is actively discussing the implications of the merger, particularly the fixed exchange ratio and potential arbitrage opportunities, with some expressing concerns about dilution. Bullish sentiment centers around the combined company's increased Bitcoin holdings and potential for a short squeeze.

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What's Driving the Surge in Rare Earth Stocks

Here's what you need to know about critical materials, the latest front in the trade war.

Rare Earth ETF (REMX) Hits New 52-Week High

REMX hits 52-week high, soaring 136% from its low as China export curbs spark U.S.-China tensions -- momentum could keep the rare metals ETF rising.

Here's Why These Metal & Mining ETFs Gained 7%+ Monday

Rare earth and lithium ETFs surged as U.S.-China trade tensions flared. ILIT, REMX, LITP and SETM jumped by double digits on Oct. 13, 2025 amid China's export curbs.

Top-Performing ETF Areas of Q3

Small caps led Q3 gains, while other standout ETF areas are Bitcoin mining (WGMI, MNRS), cannabis (MSOS, WEED), Ethereum (ETH, ETHW) and rare earths (REMX).

5 Best-Performing Sector ETFs of August

Marijuana, crypto, materials, healthcare and space ETFs led August gains despite tech volatility. These ETFs are MSOS, REMX, IHF, UFO, and ETHW. 

The Zacks Analyst Blog Highlights WEED, BDRY, ETHV, APED and REMX

WEED, BDRY, and ETHV surged as tariff fears, crypto momentum, and rare earth tensions drove ETF outperformance last week.

Best-Performing ETF Areas of Last Week 

Trump's sweeping new tariffs on Canada, the EU, and Mexico weight on markets slightly last week. However, crypto (i.e. ETHV and APED) and cannabis ETFs (i.e. WEED) surged on their own fundamentals.

China has reportedly granted temporary export licenses to rare-earth suppliers of General Motors (GM), Ford (F), and&nbsp;Jeep-maker Stellantis (STLA),&nbsp;known as&nbsp;Detroit’s ‘Big Three.’According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/china-issues-rare-earth-licenses-suppliers-top-3-us-automakers-sources-say-2025-06-06/">report</a>, at least some of the licenses are valid for six months. It remains unclear how much material is covered under the approvals or whether the move indicates a broader shift in China’s licensing policy.Shares of Ford and Stellantis rose more than 2% in morning trade on Friday. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GM">General Motors’ stock</a> gained around 1%.However, VanEck&nbsp;<a href="https://stocktwits.com/symbol/REMX">Rare Earth and Strategic Metals ETF</a> (REMX) continued to trend lower, falling 1.1% on Friday.The approvals come after a 90-minute&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-xi-jinping-hold-first-call-since-inauguration-amid-us-china-trade-tensions/chkDnh5Rbx2">phone call</a> between U.S. President Donald Trump and Chinese President Xi Jinping on Thursday.&nbsp;Trump posted on social media that “there should no longer be any questions respecting the complexity of Rare Earth products,” referring to the licensing challenges and U.S. reliance on China’s supply chain.In April, China imposed broad restrictions on exports of rare earths and related magnets, citing national security concerns in the context of escalating U.S. tariffs. The restrictions triggered supply chain disruptions across sectors, including automotive, aerospace, semiconductors, and defense.China accounts for roughly 90% of global rare-earth production and has used its dominance as a strategic lever in trade negotiations.Stellantis told Reuters it was working closely with suppliers to ensure an “efficient licensing process,” and had so far managed to address immediate production risks without significant disruptions.Ford recently halted production of its Explorer SUV at a Chicago facility due to rare-earth shortages. The company also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-retail-traders-bullish-despite-tariff-hit-pulled-outlook/chi4wErRb1k">suspended</a> its full-year financial outlook for 2025, citing tariff-related uncertainty. Ford expects a $2.5 billion gross profit impact and a $1.5 billion hit to net profit.Stellantis likewise&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stellantis-suspends-full-year-2025-guidance/chXT7fuRbib">pulled</a> its full-year guidance, while General Motors&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gm-cuts-full-year-guidance-citing-trump-tariffs/chLv4lDRbiH">lowered</a> its 2025 adjusted earnings target to between $8.25 and $10 per share, citing a $4 billion to $5 billion projected tariff-related impact on adjusted earnings before interest and tax (EBIT).<a href="https://stocktwits.com/symbol/F">Ford’s stock</a> is the only one in the green among the three, with gains of more than 3% this year. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/STLA">Stellantis’ stock</a> has fallen more than 23%, and General Motors’ shares are down more than 10% over the same period of time.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-not-interested-in-call-with-elon-musk-say-reports/chkzrevRbUc">Trump ‘Not Interested’ In Call With Elon Musk, Say Reports</a>

The Ford logo is displayed outside a Ford dealership in Edmonton, Alberta, Canada, on March 22, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Ford, GM, Stellantis Reportedly Get Rare-Earth Supply Boost From China After Trump-Xi Call

According to a report by Reuters, at least some of the temporary export licenses are valid for six months. 

Equity

Shares of rare earth specialty materials miner MP Materials Corp (MP) gained 5.5% to $25.93 after Morgan Stanley upgraded the stock rating and raised its price target.In a note released on Thursday, Morgan Stanley&nbsp;upgraded MP Materials stock rating to ‘Overweight’ from ‘Equal Weight’ while increasing the price target to $34 from $23,&nbsp;Fly reported.&nbsp;This represents a 31% premium on the current stock price.The brokerage firm sees rising geopolitical tensions and growing long-term demand for robotics as key factors that could boost MP Materials’ strategic value.The company is establishing a fully integrated rare earth-to-magnet supply chain within the U.S., aiming to start commercial production of permanent magnets by the end of 2025.These magnets are critical for most electric vehicle motors and are experiencing rising demand in offshore wind turbines and the rapidly expanding robotics industry.Morgan Stanley lauded&nbsp;MP Materials’ focus on managing the critical rare earth minerals supply chain, believing that it is the most vertically integrated rare earth metals company ex-China.Retail sentiment toward the MP Materials stock&nbsp;among Stocktwits users was ‘extremely bullish’ accompanied by ‘extremely high’ message volumes.<figure class="image"><img style="aspect-ratio:943/94;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_06_110110_png_f333976d6e.webp" alt="MP Materials sentiment and message volume as of 1:34 a.m. ET, June 6 | source: Stocktwits" width="943" height="94"><figcaption>MP Materials sentiment and message volume as of 1:34 a.m. ET, June 6 | source: Stocktwits</figcaption></figure>One user believes that MP Materials is on the cusp of a massive government investment.<stembedurl>https://stocktwits.com/infomike/message/617022068</stembedurl>Another user expects the stock to breach $30 by next week.<stembedurl>https://stocktwits.com/cleanair/message/616979849</stembedurl>The discussion on rare earth minerals has been central to the trade war between the US and China. In response to US President Donald Trump’s broader tariffs on goods, Chinese President Xi Jinping suspended exports of a broad range of rare earths and related magnets in April.The decision disrupted global supply chains vital to automakers, aerospace firms, semiconductor makers, and military contractors.&nbsp;However, on a positive note, Trump signaled a potential resolution following his call with X on Thursday, the second since he took office in January.“There should no longer be any questions respecting the complexity of Rare Earth products. Our respective teams will be meeting shortly at a location to be determined,” Trump said in a Truth Social post.“We will be represented by Secretary of the Treasury Scott Bessent, Secretary of Commerce Howard Lutnick, and United States Trade Representative, Ambassador Jamieson Greer.”Year-to-date, MP Materials stock has risen over 66%.For updates and corrections, email newsroom[at]stocktwits[dot]com

Stock market data with uptrend vector | Illustration Source: Getty Images

MP Materials Retail Traders Elated After Morgan Stanley Upgrades Stock On ‘Strategic Value’ Of Rare Earth Miner

Morgan Stanley lauded MP Materials’ focus on managing the critical rare earth minerals supply chain, believing that it is the most vertically integrated rare earth metals company ex-China.

VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF

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