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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 evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

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 Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

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 trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

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 actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

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

CAVA is trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

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Is State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) a Strong ETF Right Now?

Should State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Be on Your Investing Radar?

5 High-Dividend ETFs to Earn Current Income 

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6 Dividend ETFs Under $50 to Buy Now

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Analysts Boost S&P 500 Target: ETFs in Focus 

Many analysts are making bullish calls on the S&P 500 target due to earnings, AI and U.S. growth. This has put the focus on VOO, IVV, SPY and SPMO.

Economist Peter Schiff on Sunday took a swipe at Treasury Secretary Scott Bessent’s comments on the economy, markets, and tariffs, even as he made the case against a rate cut by the Federal Reserve.Bessent’s denial that President Donald Trump’s tariffs are a tax and that they are a significant revenue source did not go down well with Schiff. In a post on X, the economist said he sees two reasons for such a denial: “1. Bessent doesn’t understand what taxes are. 2. He lied to avoid embarrassing Trump. Either possibility disqualifies him from his job as Treasury Secretary,” he said.While appearing on NBC’s Meet the Press, Bessent&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=MYevmBo6KWQ">said&nbsp;</a>that if the Supreme Court were to rule the tariffs are illegal, the Treasury would have to refund about half the tariffs, which he said would be “terrible for the treasury.”After the&nbsp;appeals court ruled the tariffs declared by Trump under the “International Economic Energy Powers Act” were illegal, the Trump administration has asked the Supreme Court to review the decision.Bessent was also asked on the show whether he acknowledged that the tariffs are a tax on U.S. consumers, due to the pass-through effect. He said, “I don’t know.”Schiff weighed in on Bessent’s comments about the labor market weakness, which he used as a premise for his argument for a Fed rate cut.“Scott&nbsp;Bessent said the weak jobs numbers prove Trump was right that the Fed is too late to cut rates,” the economist said. “But those numbers also prove that Trump was wrong to take credit for a booming economy. The economy and labor market are weaker now than under Biden, but with rising inflation.”He also countered Bessent’s remarks about the record-high stock market being proof of the success of Trump’s economic policies. “By that same benchmark, Biden's economic policies, which Trump called the worst in history, were also a success.”Bessent’s claim about stock market buoyancy, however, is accurate. The S&amp;P 500 Index, a measure of broader U.S. market performance, trades just shy of its record high. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund (ETF) that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> have gained 11.10% and 12.98%, respectively, for the year.In a separate post, Schiff referred to Labor Sec. Chavez-DeRemer’s comments regarding Fed Chair Jerome Powell being required to cut rates now, following the weak August payrolls report. “But rate cuts now will harm the labor market by weakening the dollar, driving up consumer prices, and pushing long-term interest rates higher,” the economist said.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-much-will-i-phone-17-cost-analysts-weigh-in/chwWVugRdAe">How Much Will iPhone 17 Cost? Analysts Weigh In Ahead Of Apple’s ‘Awe Dropping’ Event</a>

U.S. Treasury Secretary Scott Bessent speaks alongside President Donald Trump during a press availability in the Oval Office of the White House on September 05, 2025 in Washington, DC. 

Peter Schiff Shreds Scott Bessent For Denying Trump Tariffs Are Taxes: ‘Disqualifies Him From Job As Treasury Secretary'

The economist stated that Trump was incorrect to take credit for a booming economy, as the economy and labor market are now weaker than under Biden, despite rising inflation.

Equity

The economist stated that Trump was incorrect to take credit for a booming economy, as the economy and labor market are now weaker than under Biden, despite rising inflation.


4 Factors That Could Boost S&P 500 Even Further in 2026

AI momentum, strong earnings, resilient U.S. economy, and likely Fed rate cuts could keep fueling the S&P 500 rally, benefiting ETFs like VOO, SPY and IVV. 

ETF Strategies to Follow as Powell Hints at September Rate Cuts

Fed Chair Powell signaled a September rate cut, triggering rallies in stocks, bonds and cryptos. ETFs like GOVT, SDIV, SPYG, IBIT, VNQ and XLU are set to gain. 

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