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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 currently a major focus of community debate as investors weigh record-breaking financial results and a massive share buyback against a muted market reaction that many attribute to volatility-harvesting by market makers. While long-term holders view the company's dominant AI infrastructure role as a clear buy signal, traders are actively analyzing whether the stock will break out of its post-earnings consolidation or suffer from the typical sell-the-news rotation.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently at the center of investor focus as excitement builds around an expected SpaceX IPO, with the community actively debating whether this will serve as a rising tide for the space sector or trigger a rotation of capital away from companies like RKLB. While some investors are concerned about share offerings and high valuations, bulls remain heavily focused on the company's backlog, execution of its Neutron launch vehicle, and its positioning as a leading, vertically integrated aerospace provider.

Applied Digital Corporation

Applied Digital is trending as it surpasses 1 GW of contracted capacity, highlighted by a major 15-year hyperscaler lease at its Polaris Forge 3 campus, which now secures $31 billion in total contracted revenue. While the stock has seen significant volatility, the community is intensely focused on this rapid expansion, with many investors debating whether this price dip is a tactical entry point for long-term growth or a sign of broader market cooling.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is facing intense volatility following a significant workforce reduction and mixed market reactions to its latest earnings report, prompting community debate over the company's long-term competitive moat against AI. While some investors see a bargain opportunity at current support levels, others are actively questioning whether AI disruption poses an existential threat to its core tax and accounting software business.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing high volatility as investors balance a strong earnings beat against a softer fiscal outlook, with community sentiment deeply divided between those viewing the pullback as a buying opportunity and critics concerned about margin pressures and valuation. The active discussion is currently centered on the stock's significant decline from its highs, the potential impact of consumer spending shifts, and intense speculation regarding a possible short squeeze following recent negative price action.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as traders debate a potential rebound, fueled by the launch of an AI-powered shopping integration with Google Gemini and optimism surrounding the upcoming World Cup. While bulls view the stock's significant decline as a generational buying opportunity, skeptics remain focused on weak fundamental metrics and ongoing competitive pressures in the athletic apparel space.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility following a massive pre-market surge, fueling intense debate across the community over whether the price action is a legitimate reaction to its automotive software sector position or a classic pump-and-dump scheme. Investors are closely tracking the stock's sharp technical swings and high volume as they speculate on whether it can reclaim previous highs or if the rapid sell-off signals a permanent cooling period.

Paimon SpaceX SPV Token (SPCX) offers investors exclusive access to SpaceX's growth potential through a British Virgin Islands Special Purpose Vehicle structure. Each token represents fractional ownership in the underlying SPV that invests in venture capital funds with SpaceX exposure. SPCX provides a unique opportunity to participate in the space industry's leading innovator. The token structure enables global qualified investors to access this premium late-stage venture equity that would typically be unavailable to most. SPCX is deployed on BNB Chain with plans for multi-chain expansion.

Paimon SpaceX SPV Token

Market excitement is surging following reports that SpaceX has selected the Nasdaq under the ticker $SPCX for a potential historic IPO in mid-June. Investors are actively debating the massive valuation, the impact on index-tracking funds, and the potential for spillover momentum into other space and aerospace-related equities.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is trending as the community actively debates whether current price pullbacks represent a long-term accumulation opportunity or a signal to exit, with discussions heavily focused on technical levels and comparisons to other major altcoins. Investors are sharply divided, with some betting on a massive cycle breakout driven by institutional interest while others voice frustration over recent price volatility.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is experiencing high community engagement and volatility as investors weigh the company's ambitious helium and nuclear fuel supply agreements against significant frustration over delayed production timelines and unanswered questions regarding Si-28 isotope shipments. While recent strategic updates and institutional position increases have sparked bullish sentiment, skepticism remains high due to persistent management silence on concrete milestones and ongoing legal scrutiny.

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Disney-Heavy ETFs to Watch After Impressive Q2 Earnings 

Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.

The Zacks Analyst Blog Highlights SPY, DIA, QQQ, WCLD, XTL, RSPC, IHF and XOP

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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.

Current Price	$37.62
Prev Close	$37.52
Open	$37.47
Dividend Yield	N/A
50-Day Moving Average	$37.95
Beta	N/A
Avg. Volume	5,081.95
PE Ratio	N/A

52-Week High	$41.47
52-Week Low	$35.76
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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