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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 amid discussions around its growth potential, analyst ratings, and overall market sentiment. Community members are actively debating its valuation, with some citing strong revenue growth and potential benefits from future rate cuts, while others express concerns about dilution and overvaluation. The stock's movements are also being tied to broader market trends and upcoming economic data releases.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

$SNAP is trending as traders discuss potential catalysts including AI integration, a possible buyout, and speculation around increased interest from Reddit's WallStreetBets community. Community members are actively debating price targets, potential acquirers, and the impact of AI on the platform's future, while also noting the stock's high short interest and recent trading volume.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue ($KVUE) is trending as the FDA considers the ineffectiveness of phenylephrine, an ingredient in popular decongestants like Sudafed PE, potentially impacting sales. Despite this, some analysts remain bullish, citing attractive entry points and a recent addition to the S&P 500, with the community actively monitoring price movements for potential buying opportunities.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending amid discussions around its correlation to crypto markets and AI data center prospects, with some traders expressing frustration over its price action and potential manipulation. Community members are debating its valuation and future performance, particularly in relation to upcoming earnings and Helios updates. Bearish sentiment is emerging with some traders targeting lower price points.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's stock is trending amid speculation about potential S&P 500 inclusion and excitement surrounding the launch of NFL and college football prediction markets on the platform. Community discussions revolve around whether the stock will be added to the S&P 500, with some anticipating a surge if it happens, while others focus on the potential revenue boost from the new sports betting feature. The stock's behavior relative to the broader market and key technical levels are also being closely monitored.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending due to positive sentiment around its role in AI and potential benefits from new export regulations impacting competitors. Community members are discussing Micron's commitment to AI education and the potential for increased demand for its HBM and DRAM products. Bullish sentiment is fueled by expectations of strong earnings and a possible breakout, with some anticipating significant gains in the coming months.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending amid mixed sentiments following its reverse stock split, with community discussions focusing on whether the company can avoid further dilution. Some investors express optimism, citing potential for a short squeeze and the closing of the Uber investment, while others remain bearish due to the company's cash burn and lowered price targets. The stock's performance is also being viewed in the context of the broader EV sector and comparisons to other companies in the space.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond ($BBBY) is trending amid discussions about its new corporate name and ticker symbol after Overstock acquired the rights, sparking confusion among investors. The community is buzzing about the potential of Tzero, a blockchain platform associated with the company, and its possible impact on preventing naked shorting, drawing comparisons to the $GME saga. Some traders are expressing skepticism while others speculate on Ryan Cohen's next move and the potential for new stores.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor is trending as investors discuss the potential impact of a recent FDA communication on their DMD drug, Deramiocel. Community members are analyzing the company's response and a potential new FDA approval pathway, while highlighting the drug's impact on patients. Some traders speculate on the likelihood of approval based on ongoing trials and are actively debating data endpoints.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI (SOUN) is trending as chatter increases around a potential short squeeze, driven by high short interest and bullish technical indicators. The community is also discussing recent partnerships in the healthcare sector and potential expansion into new verticals, with some speculating about a possible buyout. Bullish sentiment is building as traders focus on key price levels and the company's long-term potential in the AI voice space.

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Disney Beats on Q3 Earnings, Bets Big on NFL: ETFs in Focus

VOX, XLC, FCOM, RSPC and BNGE are in focus as DIS beats Q3 EPS estimates and seals a game-changing NFL media deal.


Hershey (HSY) has joined several consumer companies that have decided to remove artificial colors from food products sold in the United States, following government recommendations, according to a Reuters report.The consumer foods company, known for Kisses chocolates and Dot's Homestyle Pretzels, said on Monday that it would remove synthetic dyes from its snacks by the end of 2027."Removing these colors is a natural next step in our program to ensure consumers have options to fit their lifestyle while maintaining trust and confidence in our products," Hershey's spokesperson said in a statement to Reuters.On Stocktwits, the retail sentiment for the company shifted to 'neutral' from 'bearish.'&nbsp;<a href="https://stocktwits.com/symbol/HSY">HSY stock</a> is up 4% year-to-date.<figure class="image"><img style="aspect-ratio:638/78;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_02_at_11_15_13_AM_png_34a17ccf49.webp" alt="Screenshot 2025-07-02 at 11.15.13 AM.png" width="638" height="78"><figcaption>HSY sentiment and message volume as of July 1 | Source: Stocktwits</figcaption></figure>Last month, General Mills, Kraft Heinz, and Nestle announced similar moves.At the end of the first quarter, Health Secretary Robert F. Kennedy Jr. and FDA Commissioner Martin Makary unveiled plans to phase out six petroleum-based food dyes by the end of 2026, replacing them with natural alternatives as part of the so-called "MAHA" [Make America Healthy Again] movement.&nbsp;Kennedy has long criticized artificial colorants for offering no nutritional value and posing risks to children's health and development. However, no formal agreement has yet been struck between the regulator and the food industry.Supporters argue that artificial colorants pose health risks, including increased hyperactivity, while the industry counters that such claims lack solid scientific evidence.The planned shift would require packaged food companies to overhaul core formulas and adjust their production processes — changes that come with added costs. The companies have not disclosed details on the potential financial impact.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of The Hershey Company is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Hershey Joins US Food Giants In Pledge To Phase Out Synthetic Dyes

The move follows an April announcement by the U.S. food regulator outlining plans to urge the industry to eliminate artificial coloring.

Equity

The move follows an April announcement by the U.S. food regulator outlining plans to urge the industry to eliminate artificial coloring.


Retail investors welcomed a key rating upgrade for Walt Disney (DIS), underscoring gains from the media giant's recent efforts to streamline its business.Jefferies upgraded Disney's stock&nbsp;to 'Buy' from 'Hold' and also bumped its price target handsomely to $144 from $100. The current target indicates a 16% upside from current levels.<a href="https://stocktwits.com/symbol/DIS">Disney's shares</a> rose 1.4% on Monday, marking the sixth straight day of gains.Jefferies noted that it sees improvement in several of the company's business lines. It said Disney will commission two new cruise ships in Q1 next year, a major catalyst that could drive incremental revenue of up to $1.5 billion.Jefferies is also optimistic about the core content business, given a strong slate of upcoming releases, including "Avatar 3" and "Zootopia 2," alongside the launch of ESPN's new streaming service."DIS is leaning more and more into its key differentiations of bundling, studio releases, and sports, where our data suggests this strategy is working, with DIS+ web visits growing 40%+ y/y in each of [the] last 3 months," Jefferies analysts said in the note."Stronger user growth and content coupled with advertising (new AMZN partnership) should drive enhanced scale and margins."On Stocktwits, the retail sentiment for DIS shifted to 'bullish' as of early Tuesday from 'neutral.'<figure class="image"><img style="aspect-ratio:613/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_01_at_2_07_39_PM_png_f51346a6bb.webp" alt="Screenshot 2025-07-01 at 2.07.39 PM.png" width="613" height="73"><figcaption>DIS sentiment and message volume as of July 1 | Source: Stocktwits</figcaption></figure>Disney's shares have gained considerably after the company's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-stock-rips-on-q2-earnings-beat-bullish-fy25-forecast/chiBXoJRbj3">second-quarter earnings report</a>, which also included a bullish outlook for 2025. DIS shares are up over 35% since May 7, and 11.4% year-to-date.Disney reinstated Bob Iger as CEO in late 2022, replacing Bob Chapek amid investor pressure. Since returning, Iger has cut costs, restructured divisions, and prioritized profitability in its streaming offering.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Disney contingent appears during the 2025 San Francisco Pride Parade on June 29, 2025 in San Francisco, California. (Photo by Arun Nevader/Getty Images)

Jefferies Upgrades Disney To 'Buy' On Future Cruise, Content Upsides: Retail Mood Improves

The shares of the media giant have gained considerably after its second-quarter earnings report, which also included a bullish outlook for 2025.

The New York Times Company (NYT) and Amazon.com Inc.(AMZN) have entered into a long-term licensing arrangement that will integrate journalism from the Times into a variety of Amazon services.The deal expands on the two entities’ current partnership, aiming to enrich the user experience for Amazon’s global audience and extend the reach of The Times’ journalism.Through this arrangement, Amazon will receive licensed access to a range of editorial content from The New York Times, including well-known brands like NYT Cooking and The Athletic, for use within its artificial intelligence products.&nbsp;The deal covers the integration of condensed news summaries and content snippets into Amazon services such as Alexa, as well as using the material to support the training of Amazon’s in-house language models.&nbsp;The move is part of a larger trend among tech giants seeking high-integrity, reliable content to power their AI systems.Neither company disclosed financial details of the deal, but it marks a significant step in how media organizations are partnering with technology firms to adapt to AI-driven platforms.&nbsp;For the Times, the licensing deal offers a new revenue stream while preserving its editorial integrity. For Amazon, it ensures access to trusted journalism, enhancing its AI capabilities.For the first quarter (Q1), The New York Times’ revenue grew 7.1% year-on-year (YoY) to $635.9 million, with Subscription revenue increasing 8.2% to $464.3 million.Advertising revenue climbed 4.2% to $108.1 million, and Affiliate, licensing, and other income improved 3.7% to $63.6 million.At the end of the reporting period, The New York Times had approximately 11.66 million subscribers across its print and digital offerings.&nbsp;Of those, 11.06 million were digital-only customers. The number of digital-only subscribers grew by 1.15 million YoY.&nbsp;On Stocktwits, retail sentiment around the New York Times remained in the ‘bearish’ zone.&nbsp;<figure class="image"><img style="aspect-ratio:638/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_105540_png_189e9299c3.webp" alt="NYT's Sentiment Meter and Message Volume as of 11:00 a.m. ET on May 29, 2025 | Source: Stocktwits" width="638" height="73"><figcaption>NYT's Sentiment Meter and Message Volume as of 11:00 a.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/NYT">The New York Times</a> stock has gained over 7% year-to-date and over 12% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/united-returns-to-jfk-with-jetblue-partnership/ch0AAgHRbtp">United Airlines Returns to JFK with JetBlue Partnership: Retail’s Expectation Fructifies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of signage during The New York Times Well Festival 2025 at Duggal Greenhouse on May 07, 2025 in New York City. 

The New York Times and Amazon Strike AI Content Deal: Retail’s Yet To React

The multi-year deal will integrate NYT’s content into Amazon's AI tools, including Alexa, expanding access to journalism and boosting customer experiences across platforms.

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