SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending downwards as investors react to increased spending forecasts related to AI, drawing comparisons to the company's metaverse investments; the community is debating whether this dip represents a buying opportunity or signals deeper concerns about Meta's direction, with some citing a one-time tax charge as the primary driver, while others point to overall market weakness or algorithmic reactions.

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 is trending as investors anticipate the company's earnings report and how effectively it's monetizing data through AI partnerships. Community members are discussing revenue estimates, daily active user growth, and the potential for a post-earnings rally or selloff. Some are also pointing to potential connections with other trending stocks and broader market factors.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is trending downwards as the community discusses concerns around declining traffic, margin pressures, and lowered sales outlook, potentially driven by consumer spending habits and pricing. Some traders believe the stock is oversold, presenting a buying opportunity, while others express concerns about the company's current leadership and competitive landscape. Community members are also debating if a change in strategy is needed to better appeal to a broader customer base.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending amid unconfirmed rumors of a potential buyout, sparking active discussions within the investment community. The speculation surfaces as the company focuses on oncology and prepares to report earnings in November. Community members are weighing the potential deal price and strategic implications for Moderna's future.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific (CORZ) is trending as shareholders prepare to vote on a proposed merger with CoreWeave ($CRWV); discussions center on whether the deal undervalues CORZ, especially given the potential for AI infrastructure growth. Some shareholders believe CORZ is worth more as a standalone company, citing peers and potential for new contracts, while others worry about financial stability without the merger. The vote outcome is uncertain, leading to speculation about future directions and potential board changes.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending as the community rallies around the iconic Rage Guy meme, emphasizing a return to OG meme culture and community-driven growth. Discussions highlight the importance of belief and shared effort, with community members expressing bullish sentiment and encouraging each other to "RAGE ON" and "work for their bags". The movement is positioned as a cultural correction against soulless memecoins.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending due to renewed optimism fueled by raised FY25 EBITDA guidance and a potential short squeeze, with the community actively discussing target prices and the possibility of further upside. A top-line Q3 beat and recent earnings surprise are adding to the positive sentiment. Some traders are closely monitoring the stock's short interest and anticipating a significant price movement.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

BMNR is trending due to a mix of frustration and hope as investors debate its correlation with Ethereum's price movements and the impact of potential ATM offerings. Concerns are rising about potential shareholder dilution and Tom Lee's strategy, while others remain optimistic about the company's long-term Ethereum accumulation and potential benefits from future staking.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors digest its earnings report, with community discussions focusing on the implications of increased AI spending and Azure's growth. Despite strong earnings, the stock's movement reflects broader market concerns about capital expenditure and future growth prospects in the tech sector. Bullish sentiment remains given the company's position in cloud and AI, but some are wary.

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 is seeing active discussion around its correlation to Bitcoin and upcoming earnings, with community members debating its valuation relative to its Bitcoin holdings and expressing concerns about potential downside. Some traders are closely watching options activity and speculating on potential catalysts, while others question the company's strategy and management. The stock's performance relative to Bitcoin's price movement remains a key talking point.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

NVIDIA Corp

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AI Payoff Worries Continue: What Lies Ahead of AI ETFs?

AI's growth outpaces profits as firms pour billions into infrastructure. Do lower P/E AI-focused ETFs ??? XT and ROBO ??? offer a smarter entry point?

Mobileye Global, Inc. (MBLY) shares ended over 8% higher on Tuesday and climbed marginally in after-hours trading after the autonomous driving technology firm revealed a partnership with a European auto giant.Volkswagen (VWAGY) is partnering with Valeo and Mobileye to enhance its driver assistance systems to Level 2+ in upcoming models built on the MQB platform.The upgrade, which will be rolled out in the next few years, aims to improve safety and driving comfort while meeting regulatory standards.The system will enable hands-free driving on approved highways and include features like traffic jam assist, hazard detection, parking assist, driver monitoring, and 360-degree emergency assist.&nbsp;Future updates may also incorporate augmented reality displays.That announcement sent message volume for Mobileye on Stocktwits soaring by 4,900% over the last 24 hours, with sentiment remaining ‘bullish’.<figure class="image"><img style="aspect-ratio:1318/302;" src="https://news.stocktwits-cdn.com/MBLY_sentiment_and_message_volume_as_of_March_25_png_03680df57c.webp" alt="MBLY sentiment and message volume as of March 25.png" width="1318" height="302"><figcaption>MBLY sentiment and message volume as of March 25. | source: Stocktwits</figcaption></figure>One watcher on the platform was encouraged by the broad prospects presented by Mobileye’s autonomous driving technology.<stembedurl>https://stocktwits.com/amkhk/message/609176041</stembedurl>Another wondered if it was a good time to enter the stock.<stembedurl>https://stocktwits.com/tradegames/message/609218283</stembedurl>Mobileye got a major boost last month after BofA Securities&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mbly-stock-soars-on-bofa-upgrade/ch5EL2GRtw">upgraded</a> the stock, saying that it sees the company’s 2025 guidance as offering stability despite cautious views on growth and profitability.&nbsp;The bullish call from&nbsp;the&nbsp;Wall Street&nbsp;brokerage came&nbsp;close&nbsp;on the heels of a report about ride-hailing company Lyft planning to introduce fully autonomous robotaxis, powered by Mobileye, on its platform in Dallas as soon as 2026.&nbsp;&nbsp;Shares of Mobileye are trading at an about 21% discount to analysts’ average price target of $20.13, according to Koyfin data.&nbsp;Of the 28 analysts covering the stock on Wall Street, 12 recommend ‘buy’, four ‘strong buy’, 10 ‘hold’ and two ‘strong sell.’<a href="https://stocktwits.com/symbol/MBLY">Mobileye stock</a> is down more than 17% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Mobileye Global, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 23, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Mobileye Sees Highest Spike In Auto Retail Chatter As Stock Jumps On Volkswagen Tie-Up

Volkswagen is partnering with Valeo and Mobileye to enhance its driver assistance systems to Level 2+ in upcoming models built on the MQB platform. 

Equity

Volkswagen is partnering with Valeo and Mobileye to enhance its driver assistance systems to Level 2+ in upcoming models built on the MQB platform. 


Shares of Mobileye Global surged more than 15% on Monday afternoon, reaching a one-month high and on track to register its biggest single-day gain ever.&nbsp;The rally came after Bank of America (BofA) Securities reportedly upgraded the stock to ‘Neutral’ from ‘Underperform,’ raising its price target to $19 from $12, bringing the stock just shy of that target.&nbsp;BofA said it sees Mobileye’s 2025 guidance as offering stability despite cautious views on growth and profitability.&nbsp;The analysts also pointed to potential contract wins as a catalyst for positive sentiment, with the company’s 2025 outlook reducing downside risks to estimates.Mobileye, which specializes in autonomous driving technology, had previously projected full-year revenue between $1.69 billion and $1.81 billion, and adjusted operating income between $175 million and $260 million.&nbsp;However, analysts had expected higher revenue of $1.92 billion.&nbsp;BofA analysts believe that while the outlook is below consensus, it limits risks and that contract wins, including deals for its SuperVision/Chauffeur system and advanced driver assistance systems (ADAS) with automakers in Japan, Europe, and the U.S., could provide a much-needed boost.Further details about the company’s trajectory suggest that widespread adoption of its technology could take time, with BofA predicting that significant earnings growth may not occur until 2027.&nbsp;The company currently faces stiff competition from companies like Alphabet’s Waymo and Tesla.<figure class="image"><img style="aspect-ratio:1318/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/MBLY_sentiment_and_message_volume_Feb_10_4d529f0d08.png" alt="MBLY sentiment and message volume Feb 10.png" width="1318" height="324"><figcaption>MBLY sentiment and message volume Feb 10 as of 1 pm ET | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment for Mobileye turned more bullish, with retail traders reacting to a major development earlier in the day.&nbsp;TechCrunch <a href="https://stocktwits.com/news-articles/markets/equity/lyft-to-launch-mobileye-powered-robotaxis-in-dallas-by-2026/ch5EWRURtH">reported</a> that Lyft plans to introduce fully autonomous robotaxis, powered by Mobileye, on its platform in Dallas as soon as 2026.&nbsp;Marubeni, a Japanese conglomerate, is expected to own and finance the vehicles equipped with Mobileye’s technology, which will be available on Lyft’s ride-hailing app.While some users were optimistic, believing the stock could reach $20 or even $30 this year, others remain cautious, considering the competition and challenges ahead.&nbsp;<stembedurl>https://stocktwits.com/diamondoptionsinc/message/603565260</stembedurl><stembedurl>https://stocktwits.com/Mistaowen/message/603565767</stembedurl><a href="https://stocktwits.com/symbol/MBLY">Mobileye’s stock</a> is still down over 20% in the past year and currently trades at around 63 times its forward 12-month earnings estimate, according to Koyfin.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mobileye Stock Poised for Best Day Ever: Retail Cheers As BofA Upgrade Adds Spark To Lyft Robotaxi Deal Buzz

BofA said it sees Mobileye’s 2025 guidance, which missed estimates, as offering stability despite cautious views on growth and profitability.

TempusAI, Inc. (TEM) stock jumped on Tuesday after the company launched an artificial intelligence (AI)-enabled healthcare concierge app for patients, sending the retail community into a tizzy.The Chicago, Illinois-based company provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care.TempusAI announced the nationwide launch of “olivia,” an AI-enabled healthcare concierge app that empowers patients by bringing their healthcare-related data into one central location. It will also leverage advanced AI to provide actionable insights.Olivia includes features such as smart profile summary, AI-enabled notetaker, medical image sharing, health monitoring and direct data import. The app is now available for both iOS and Android devices.Eric Lefkofsky, CEO of Tempus, said, “Now, as AI becomes increasingly integrated into healthcare, tools like olivia will be essential in helping patients understand and navigate their care.”“This app goes beyond organizing information; it’s a proactive partner empowering patients to steer their health with confidence and clarity.”Separately, Rep. Nancy Pelosi (D-Calif) recently added TempusAI to her portfolio of holdings. The “Periodic Transaction Report”&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026590.pdf">filed</a> by the former House Speaker on behalf of her and her husband Paul Pelosi showed that she bought&nbsp;50 call options to buy&nbsp;<a href="https://stocktwits.com/symbol/TEM">TempusAI stock</a> worth $50,001-$100,000. The call options have a strike price of $20 and an expiration date of Jan. 16, 2026.<figure class="image"><img style="aspect-ratio:631/143;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/temp_sentiment_ac8f9637df.png" alt="temp-sentiment.png" width="631" height="143"><figcaption>TEMP sentiment and message volume January 21, 2025, as of 11:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward TempusAI stock stayed ‘bullish’ (73/100). Retail chatter on the stock grew louder following these developments, with message volume at ‘extremely high’ levels.The stock was among the top five trending tickers on the platform.A watcher on the platform linked the move to Pelosi’s buy, with some suggesting a run up to $70.<stembedurl>https://stocktwits.com/EveryTimeICash/message/600850925</stembedurl>Another watcher commented that the duo of catalysts have squeezed the shorts out. According to Yahoo Finance data, about 5.54% of the outstanding shares were shorted as of Dec. 31.<stembedurl>https://stocktwits.com/Boring_Kitty/message/600850996</stembedurl>By mid-session, the stock jumped over 39% to $48.97, marking the highest level since early December.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: Nancy Pelosi Reveals Big Tech Trades With Apple, Nvidia, Amazon, Alphabet: How Does Retail Sentiment Stack Up?

In this photo illustration logo of Tempus AI is seen on a smartphone against a screen displaying a trade markets illustration on April 15, 2024 in Krakow, Poland. 

TempusAI Stock Surges On AI-Enabled Healthcare App Launch, Pelosi Buy: Retail Mood Stays Buoyant

TempusAI’s olivia includes features such as smart profile summary, AI-enabled notetaker, medical image sharing, health monitoring and direct data import.

A few artificial intelligence-levered companies evinced enough confidence in a Wedbush analyst that he either upgraded or increased his price targets for their shares. Retail sentiment toward these stocks, however, remained muted.Biggest Tech Transformation: AI marks the biggest tech transformation in over 40 years and it is now time for the broader tech sector to get in on the "AI party" following Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) and hyperscalers such as Microsoft Corp. (<a class="mention" data-mention="$MSFT" data-symbol-id="MSFT" href="https://stocktwits.com/symbol/MSFT" target="_blank">$MSFT</a>) and Alphabet, Inc. (<a class="mention" data-mention="$GOOGL" data-symbol-id="GOOGL" href="https://stocktwits.com/symbol/GOOGL" target="_blank">$GOOGL</a>) (<a class="mention" data-mention="$GOOG" data-symbol-id="GOOG" href="https://stocktwits.com/symbol/GOOG" target="_blank">$GOOG</a>), said Daniel Ives in a note published on Sunday."The AI Software era is now here in our view," said the analyst.To reflect his bullish view, Ives made adjustments to his models for Snowflake, Inc. (<a class="mention" data-mention="$SNOW" data-symbol-id="SNOW" href="https://stocktwits.com/symbol/SNOW" target="_blank">$SNOW</a>), Elastic N.V. (<a class="mention" data-mention="$ESTC" data-symbol-id="ESTC" href="https://stocktwits.com/symbol/ESTC" target="_blank">$ESTC</a>), Palantir Technologies, Inc. (<a class="mention" data-mention="$PLTR" data-symbol-id="PLTR" href="https://stocktwits.com/symbol/PLTR" target="_blank">$PLTR</a>) and Salesforce, Inc. (<a class="mention" data-mention="$CRM" data-symbol-id="CRM" href="https://stocktwits.com/symbol/CRM" target="_blank">$CRM</a>).Snowflake: Ives upgraded Snowflake shares from "Neutral" to "Outperform," with a $190 price target. The "optimization" phase has ended as sequential revenue growth continues to improve, the analyst said.&nbsp;"Snowflake is in the sweet spot to benefit from AI use cases over the next 12 to 18 months," Ives said.&nbsp;Snowflake recently reported a<a href="https://stocktwits.com/news-articles/markets/equity/snowflake-q3-2025-earnings-beat-estimates/cJITVQNRXi"> double beat&nbsp;</a>for the third quarter and upped its revenue guidance for the year.<figure class="image"><a href="https://stocktwits.com/symbol/SNOW"><img style="aspect-ratio:632/130;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/snow_sentiment_598f1f97ec.png" alt="snow-sentiment.png" width="632" height="130"></a><figcaption>&nbsp;SNOW sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Following the nearly 30% post-earnings run-up in the stock, retail sentiment took a high. On the Stocktwits platform, users harbored a ‘neutral’ sentiment (47/100) toward Snowflake stock.Elastic: Shares of Elastic climbed nearly 15% on Friday, reacting to the AI search company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elastic-nv-stock-surges-after-q2-2025-earnings-beat/cJI5LCQRXu">second-quarter results.</a> Upgrading the stock to Outperform with a $135 price target, Ives said, "This is the right time at the right place for Elastic."The company is looking to consolidate spend from legacy vendors to next-gen migration, while also accelerating its express migration platform, the analyst said.On Stocktwits, the mood toward Elastic stock was ‘neutral,’ (49/100) with message volume remaining ‘neutral.’<figure class="image"><a href="https://stocktwits.com/symbol/ESTC"><img style="aspect-ratio:636/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/ESTC_SENTIMENT_cdd61f609e.png" alt="ESTC-SENTIMENT.png" width="636" height="133"></a><figcaption>&nbsp;ESTC sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Palantir:&nbsp;Ives hiked Palantir’s stock price target from $57 to $75, attributing the action to his increased confidence in the game-changing AIP strategy. "The Messi of AI growth story will see unprecedented demand as more enterprises realize the value of PLTR’s entire product suite with more AI use cases," he said.Wedbush has an "Outperform" rating on Palantir stock.<figure class="image"><a href="https://stocktwits.com/symbol/PLTR"><img style="aspect-ratio:638/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/PLTR_SENTIMENT_5255d1d74b.png" alt="PLTR-SENTIMENT.png" width="638" height="133"></a><figcaption>&nbsp;PLTR sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retail sentiment toward the stock is 'bullish' (60/100), although message volume remained 'low.'Salesforce:&nbsp;Citing positive customer feedback, Wedbush hiked its price target for Salesforce stock from $325 to $375. The firm has an "Outperform" rating for the stock.&nbsp;The company is “advancing into its next wave of growth and capitalizing on the transformational demand for AI solutions,” said Ives.Salesforce is due to report its fiscal year 2025 third-quarter results after the market closes on Dec. 3. Analysts, on average, expect the customer relationship management software provider to report earnings per share of $2.44, up from $2.11 earned a year ago, and revenue of $9.35 billion, up from the year-ago’s $8.72 billion.<figure class="image"><a href="https://stocktwits.com/symbol/CRM"><img style="aspect-ratio:632/132;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/crm_sentiment_4e9256c26f.png" alt="crm-sentiment.png" width="632" height="132"></a><figcaption>CRM sentiment and message volume November 25, 2024, premarket as of 1:35 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retail is mostly sidelined on the stock, with the mood "neutral" (/46100), with “low” message volume.For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/zoom-video-to-report-q3-2025-results-monday/cJIfdZ4RgB">Zoom Video’s Q3 Results In Spotlight Following Stock’s Stellar Run: Retail Upbeat</a>

Wedbush’s Dan Ives said AI marks the biggest tech transformation in over 40 years.

AI Plays Palantir, Salesforce Get Price Target Hikes, Snowflake, Elastic Upgraded But Retail Mood Subdued

The AI software stocks have now joined in the “AI Party”  following Nvidia and hyperscalers

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.

Luminar Technologies, Inc. ($LAZR) shares rallied in premarket trading on Tuesday after the lidar maker reported a double miss for the third quarter and guided to sequential revenue growth for the fourth quarter.&nbsp;Speaking on the earnings call, CFO Thomas Fennimore weighed in on any potential impact from the just concluded 2024 presidential election.&nbsp;Responding to an analyst’s question on whether the election result and the incoming administration’s electric-vehicle policies would have any implications for the company, Fennimore said the management continues to monitor the geopolitical events and how those can impact its business.In the election held on Nov. 5, Republican Party’s Donald Trump emerged victorious, with the party gaining a majority in the Senate and inching toward taking control of the House too.Trump’s proposed policy measures are seen as largely anti-EV and clean energy, with the former president pledging to remove tax subsidies for green-energy companies.&nbsp;Luminar’s CFO said, “With regards to the election, look, I think it's too early for us to tell.”&nbsp;“We continually monitor geopolitical events and how that can impact our business,” he said.That said, the executive wasn’t losing sleep over the post-election dynamics. He said Luminar Tech is focused on executing its business plan, and developing and producing the best lidar in the industry.“We do that, we're going to be fine, no matter what happens in the geopolitical realm,” the CFO said.Orlando, Florida-based Luminar Tech reported a third-quarter non-GAAP loss per share of $0.16, narrower than the year-ago loss of $0.21 per share but wider than the consensus of $0.15 per share.Revenue fell year-over-year from $16.96 million to $15.49 million&nbsp;and missed the consensus estimate of $17.7 million.&nbsp;The company said it expects fourth-quarter revenue to grow moderately from the third quarter and the gross loss to improve significantly.Luminar Tech announced expanded partnerships with two global original-equipment manufacturers - an unnamed major Japanese automaker and Geely Automobile Holdings Ltd. ($GELYF)-owned Volvo Cars.In premarket trading as of 7:25 am ET, Luminar Tech shares rose 3.92% to $1.06.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/live-nation-reports-mixed-q3/cJ4iHm3ROQ">Live Nation Stock Rises Despite Mixed Q3 As CEO Touts 'Even Bigger 2025:' Retail Stays Cautious</a>For updates and corrections email newsroom@stocktwits.com&nbsp;

Luminar Tech CFO says the company is focused on producing the best lidar. | Source: Luminar Technologies Inc.

Luminar CFO Brushes Off Geopolitical Jitters After Trump's Presidential Win: ‘We’re Going To Be Fine’

Luminar Tech expects revenue and gross loss to improve sequentially in the fourth quarter.

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