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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after Novo Nordisk filed a lawsuit for alleged patent infringement over its compounded GLP-1 medications, intensifying regulatory pressure from the FDA and DOJ following the company's withdrawal of its oral semaglutide pill. The community is sharply divided between those who see this as a terminal blow to a "copycat" business model and others who view the sell-off as an overreaction, creating a potential "buy the dip" or "short squeeze" opportunity against big pharma.

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

ELF Beauty is trending after strong earnings and raised guidance were overshadowed by a market reaction many attribute to a recent Super Bowl commercial. The community is actively discussing this perceived overreaction, with many viewing the subsequent dip as a compelling buying opportunity.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending due to reports of an SEC review into its accounting practices and the abrupt departures of its CFO and General Counsel, triggering a steep sell-off driven by concerns over financial integrity; however, a vocal part of the community views the severe decline as an oversold opportunity for a rebound.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its significant all-stock acquisition of Valaris, a move the community largely views as a transformative consolidation poised to enhance market leadership and pricing discipline in the offshore drilling sector. Many anticipate the deal will accelerate debt reduction and position the combined entity for an emerging industry upcycle, though some investors are questioning its immediate impact on existing debt and asset strategy.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending after its latest earnings report revealed a revenue miss and net loss, prompting a significant share price drop. Despite an adjusted EPS beat, the community is divided between investors highlighting management's optimistic outlook for 2026, including improving market conditions and strategic partnerships, and skeptics pointing to a history of underperformance and uncertainty around future growth.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum (LITE) is currently trending due to a significant earnings beat and exceptionally strong guidance, fueled by robust demand for its optical components essential for AI data center infrastructure. The community is polarized, with bulls highlighting the company's critical role in the AI build-out and massive analyst upgrades, while bears warn of extreme overvaluation and an inevitable market correction.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as the community highlights significant commitments from Tether for advertising and cloud spending, alongside its strategic acquisition of Northern Data, positioning it as a key AI cloud infrastructure player. Discussion is also centering on record-high short interest and the potential for a short squeeze, further amplified by the return of prominent content creators.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending following a mixed earnings report where strong Q4 results were overshadowed by conservative forward guidance, leading to a significant stock decline. This has sparked intense community debate, with some investors viewing the dip as an extreme overreaction and a buying opportunity, while others express concerns about the company's future growth and its position within the competitive software sector amidst rising AI advancements.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as its massive $200 billion capital expenditure plan for 2026, primarily for AI infrastructure and AWS, is being re-evaluated by the community from an initial concern to a strategic long-term growth investment. This shift in perspective, backed by strong AWS performance and broader industry comments on sustainable AI demand, is driving significant discussion and buying interest.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending due to renewed bullish sentiment, sparked by reports highlighting its leadership in autonomous AI agent security through its Prompt Security acquisition, which contrasts sharply with widespread community frustration over the stock's persistent undervaluation and multi-year lows despite robust growth and improving profitability.

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Federated Hermes Inc. Sells 53,386 Shares of Starbucks Corporation $SBUX

Federated Hermes Inc. cut its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 91.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and...

<ul class="summary-bullets"><li>Luckin has been expanding profusely in overseas markets, including Singapore, Malaysia, and the United States.</li><li>Macquarie said last year that China's coffee market is experiencing a boom, with the number of coffee drinkers and per-capita consumption rising, and that Luckin has overtaken Starbucks.</li><li>Luckin has been profitable over the last six quarters, while Starbucks has seen profit growth taper over the last year.</li></ul>Luckin Coffee is in the spotlight for retail traders and investors on Monday after the Chinese coffee chain’s official announcement of the opening of its 30,000th store, the first Origin Flagship, in Shenzhen.As part of the company’s core theme of Global Origins, the opening signifies a strategic evolution for the brand and underscores Luckin's extensive network, which now spans over 300 cities across China.Luckin has been expanding&nbsp;rapidly in overseas markets, including Singapore, Malaysia, and the United States, to capitalize on growing demand for its coffee offerings as consumers shift away from its U.S. rival, Starbucks.&nbsp;&nbsp;<h2 class="st-heading-2">SBUX Vs Luckin In China</h2>Starbucks has failed to lift sales in China, and Luckin Coffee is replacing it as the top go-to place for coffee in the country, even as its U.S. operations were marked by accounting fraud and eventual bankruptcy.In November, as part of a turnaround at Starbucks under new CEO Brian Niccol to focus on its core business operations in the United States, the coffee giant said that Starbucks announced it has entered an agreement to form a joint venture with Boyu Capital, an investment firm, to operate Starbucks retail in China, in a $4 billion deal.Luckin has been profitable over the last six quarters, while Starbucks has seen profit growth taper over the last year. Macquarie expects Luckin to post continued net profit growth of at least 20% per year.Last year, Macquarie said China's coffee market is experiencing a boom, with the number of coffee drinkers and per-capita consumption rising, and that Luckin has overtaken Starbucks as China's largest coffee chain, operating 26,000 stores as of mid-2025.<h2 class="st-heading-2">What Is Retail Thinking About Luckin?</h2>Retail sentiment on Luckin Coffee jumped to ‘extremely bullish’ from ‘bullish’ a week ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.Sentiment on Starbucks was in the ‘bearish’ territory, compared to ‘extremely bullish’ a week ago.A bullish user on Stocktwits about Luckin <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/PairFace/message/644431024">said</a> the Flagship store looked “tremendous” and hopes one will be built in Manhattan someday.<stembedurl>https://www.stocktwits.com/PairFace/message/644431024</stembedurl>In the last seven days, retail message volume on Stocktwits for the stock jumped 233%, and over the past year, the ticker saw an 8% spike in followers on the platform.<a href="https://stocktwits.com/symbol/LKNCY">Shares of Luckin Coffee</a> have gained more than 12% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-reveals-nasa-to-make-up-just-5-of-space-x-revenue-this-year-as-ipo-looms/cZbHtIXR488">Elon Musk’s Biggest Cash Cow Is Starlink: Billionaire Says NASA To Make Up Just 5% Of Revenue This Year</a>

The newly opened Luckin Coffee container themed store in Gushan Tourist Scenic Area, Fuzhou, Fujian Province, China on November 16, 2025.

Starbucks Rival Luckin Coffee Opens New China Flagship To Rave Reviews

China’s homegrown coffee chain tightens its grip on the market while Starbucks struggles to regain its footing.

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China’s homegrown coffee chain tightens its grip on the market while Starbucks struggles to regain its footing.


Starbucks Corporation $SBUX Holdings Increased by Lantz Financial LLC

Lantz Financial LLC lifted its stake in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 346.6% in the third quarter, according to the company in its most recent 13F filing with the Securities...

Walmart surprises shoppers with bold new restaurant offering

Walking into Walmart used to mean being hit with the distinctive smell of McDonald's food cooking. For some, that's a comforting smell, while others find it out of place in a department store and...

Diamond Hill Capital Management Inc. Acquires 43,745 Shares of Starbucks Corporation $SBUX

Diamond Hill Capital Management Inc. lifted its holdings in Starbucks Corporation (NASDAQ:SBUX - Free Report) by 1.5% in the 3rd quarter, according to its most recent Form 13F filing with the...

China's Luckin Coffee opens first high-end store as it takes on Starbucks

The Chinese coffee upstart is expanding from budget drinks into the premium market with a new flagship store...

3 Ways This Little-Known Company Is Running Laps Around Starbucks

Key PointsCompared to industry leaders, this business is generating more buzz after the morning daypart...

Starbucks' revamped rewards program goes far beyond free drinks

Loyalty programs require members to make purchases to earn rewards and are designed to increase visitor frequency. Whether it's a local car wash that gives you a free wash after your fifth visit, or...

Starbucks (NASDAQ:SBUX) Shares Unloaded Sen. Shelley Moore Capito

Senator Shelley Moore Capito (R-West Virginia) recently sold shares of Starbucks Corporation (NASDAQ:SBUX). In a filing disclosed on February 05th, the Senator disclosed that they had sold between...

Starbucks Shares Are Up 13.7% Year-to-Date: Is It a Buy?

Key PointsStarbucks shares are rallying in 2026, though down about 24% from their mid-2021 all-time high...

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

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What do you expect from $HOOD earnings on Tuesday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.41	--	--	N/A
Q1 '26	$0.59	$0.56	-4.38%	MISSED
Q4 '25	$0.56	$0.52	-6.53%	MISSED
Q3 '25	$0.65	$0.50	-22.75%	MISSED
Q2 '25	$0.49	$0.41	-16.00%	MISSED

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