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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is the top trending stock as investors fiercely debate whether its upcoming earnings will validate the immense AI sector enthusiasm or trigger a 'sell the news' event, with many believing its performance will heavily influence the broader market's short-term direction.

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 trending as the community eagerly discusses its new 10 kW DC-DC power platform, which promises 98.5% efficiency for next-gen AI data centers, with many anticipating major contracts from hyperscalers like NVIDIA. Investors are debating whether its innovative GaN and SiC technology will soon translate into significant revenue growth, given current low revenue figures and a high market valuation without definitive deals.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant surge following a strong Q4 earnings report that exceeded expectations and showcased robust USDC adoption, fueling widespread discussion of a short squeeze and its long-term potential as a core financial infrastructure as stablecoin regulatory clarity is anticipated. However, a divided community also highlights concerns regarding its valuation and sustainability amid the rapid climb.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending following FDA Breakthrough Therapy Designation for its Friedreich's ataxia treatment, nomlabofusp, which showed compelling efficacy in clinical trials and is now on a path towards accelerated approval. The community is debating the drug's strong outcomes against manageable safety concerns, while analysts are boosting price targets, signaling significant long-term potential for this rare disease therapy.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending following recent partnerships with VAST Data and EHC Investment for advanced AI data center solutions, and ahead of anticipated NVIDIA earnings that could further boost the AI infrastructure sector. The community is actively discussing the stock's undervaluation, anticipating a potential short squeeze, and largely dismissing bearish analyst calls amidst perceived market manipulation.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending as activist investor Jana Partners has disclosed a stake and aggressive call buying follows a Q4 EPS beat, prompting community discussions on the company's significant undervaluation and potential for a turnaround by new management within a broadly challenged fintech sector.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

A robust earnings report, featuring beats on revenue and earnings per share, alongside strong same-store sales and ambitious plans for new restaurant openings, is driving significant bullish sentiment for CAVA; the community is actively debating its potential for a short squeeze and sustained growth versus its high valuation compared to peers.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is actively discussed following its report of robust revenue growth and record contract value, alongside expanding AI-driven partnerships in precision oncology. Despite mixed views on its path to profitability and valuation, high short interest and notable investor accumulation are fueling speculation of a potential short squeeze.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery considers a higher bid from Paramount Skydance, putting pressure on Netflix to either counter or exit the contentious acquisition. Shareholders are actively debating if walking away to secure a substantial breakup fee is the better strategic move, freeing the company from potential debt and regulatory hurdles.

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Disney-Heavy ETFs to Watch Amid Q1 Earnings & CEO Change 

Mixed earnings and a shift in leadership put ETFs with heavy exposure to the Walt Disney Company in focus.

<ul class="summary-bullets"><li>Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the level reported in 2025.</li><li>The company also expects broadband and mobility service revenue to rise by about 2% to 3%, to nearly $93 billion.</li><li>For Q1, the company reported a revenue of $36.4 billion with an adjusted EPS of $1.09.</li></ul>Verizon Communications Inc. (VZ) on Friday outlined 2026 expectations, suggesting a sharp increase in customer additions and solid earnings growth as the telecommunications company builds on momentum from a strong finish to 2025.&nbsp;The company provided a 2026 outlook following its fourth-quarter (Q4) and full-year 2025 earnings.&nbsp;<h2 class="st-heading-2">Customer Growth&nbsp;</h2>Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the level reported in 2025, marking a sign of renewed traction.The company also expects broadband and mobility service revenue to rise by about 2% to 3%, to near $93 billion, even as traditional wireless service revenue growth remains flat.&nbsp;Verizon anticipates adjusted earnings per share (EPS) in the range of $4.90 to $4.95, reflecting a 4%–5% improvement year over year (YoY).Following the update,&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon stock</a> traded over 4% higher in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;Operating cash flow is forecasted at $37.5 billion to $38.0 billion, with free cash flow of at least $21.5 billion, which would mark the highest free cash generation since 2020. Capital expenditures for infrastructure upgrades, including fiber expansion, are set between $16 billion and $16.5 billion.&nbsp;<h2 class="st-heading-2">Q1 Financial Performance</h2>For Q1, the company reported a revenue of $36.4 billion and adjusted EPS of $1.09, both exceeding analysts’ consensus estimates of $36.19 billion and $1.06, respectively, according to Fiscal AI data.&nbsp;<blockquote>“Verizon will no longer be a hunting ground for our competitors.”-Dan Schulman, CEO, Verizon&nbsp;</blockquote>In the fourth quarter of 2025, Verizon reported more than 1 million total net additions across mobility and broadband, its strongest quarterly result for those segments since 2019, with 616,000 postpaid phone net additions.VZ stock has only gained 0.8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-gcl-stock-soar-pre-market-today/cmyS1PmR4S2">Why Did GCL Stock Soar 53% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Verizon Communications logo is seen displayed on a smartphone screen. 

VZ Stock Rises Pre-Market As Verizon Lays Out Bullish 2026 Growth Outlook

Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the 2025 level. 

Verizon Projects Sharper Customer Growth, Revenue In 2026

Equity

Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the 2025 level. 


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.

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.

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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Invesco S&P 500 Equal Weight Communication Services ETF

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