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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing intense selling pressure driven by two recent court rulings that found the company liable for addictive design features and inadequate safety protections, effectively bypassing traditional liability shields. The community is sharply divided, with bearish traders predicting a structural decline toward lower support levels due to the threat of thousands of follow-on lawsuits, while long-term investors are debating whether the sell-off presents a buying opportunity based on the company's strong cash flow and current valuation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense downward pressure and negative sentiment, with community members expressing frustration over a prolonged sell-off that has erased recent gains. Many investors are debating whether the current price represents a generational buying opportunity or if the stock is trapped in a structural downtrend amid broader macroeconomic concerns and skepticism regarding the company's aggressive AI-related capital expenditures.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Carnival Corp is facing downward pressure as investors weigh strong operational fundamentals against the geopolitical instability in the Middle East and rising oil prices. While the community is actively debating whether these concerns are overblown given the company's solid bookings and reduced Middle Eastern exposure, sentiment remains sharply divided between those viewing the pullback as a buying opportunity and those fearing further macro-driven volatility.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA Biologics is currently trending due to a vigorous public rebuttal against a short-seller report, with the company providing data-backed evidence to refute claims of channel stuffing and business malpractice. Investors are actively debating the long-term outlook, with many expressing strong confidence in management's growth trajectory and share buyback strategy while keeping a close watch on stock volume and potential institutional support.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is seeing high volatility as investors weigh solid financial results and accelerating growth against broader concerns about AI-driven disruption and high valuation multiples. Market sentiment is heavily divided, with some community members highlighting the firm's strategic importance in the AI era while others focus on technical patterns and skepticism surrounding the stock's premium pricing.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is seeing high volatility and intense short-selling pressure as the community debates whether the stock is an oversold buying opportunity or a declining asset facing disruption from AI. Investors are actively tracking upcoming product catalysts like the AI beta unveil, the potential divestiture of its China business, and improved EBITDA margins as key signals for a long-term turnaround.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing intensified scrutiny as jury verdicts find the company negligent regarding youth social media addiction, while traders weigh legal risks against a significant new partnership with DTE Energy to scale AI infrastructure. Despite these legal headwinds and broader market volatility, the community remains focused on Alphabet's massive capital expenditure in data centers and its competitive positioning in the enterprise AI race.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is facing significant volatility as investors weigh the company's strong earnings against concerns over rising integration costs and a softened profit outlook. The community is actively debating whether these headwinds are temporary fiscal adjustments or early indicators of broader sector pressure from next-gen AI, with many traders looking for a bottoming point to capitalize on long-term cybersecurity demand.

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Market volatility is surging as investors grapple with escalating geopolitical tensions in the Middle East and concerns over potential U.S. troop deployments, leading to widespread anxiety regarding the sustainability of the current economic environment. The community is actively debating the credibility of recent administration announcements, with many traders expressing skepticism toward market-moving headlines and bracing for further downside in the face of inflation and supply chain uncertainty.

Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Inc

Newsmax is trending as retail traders heavily discuss a potential short squeeze, driven by a recent spate of Trump-related news and the company's expanding global distribution and growing viewership in the conservative media sector.

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Tencent Q4 Earnings Beat Estimates, Revenues Increase Y/Y

TCEHY beat Q4 earnings as revenues rise 13% y/y, driven by gaming and marketing services, along with margin expansion despite higher expenses.

Tencent Gears Up to Report Q4 Earnings: What's in the Cards?

TCEHY heads into Q4 earnings with the Zacks Consensus Estimate implying strong YoY growth as gaming hits, AI-powered ads and fintech recovery stay in focus.


<ul class="summary-bullets"><li>Apple would reduce its App Store cut in China to 25% from 30% from Mar. 15.</li><li>Apple previously made similar reductions in the European Union under a new bloc-wide law.</li><li>U.S. shares of NetEase rose in Friday’s premarket session.&nbsp;</li></ul>Apple, Inc. has reduced the commission it charges app developers in China, a rare move aimed at avoiding an antitrust review from the local regulator, which was looking into the company’s App Store practices.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://developer.apple.com/news/">statement</a> on Friday, Apple said the App Store commissions on in-app purchases and paid app transactions would be reduced to 25% from 30% Monday. The lower rate offered to certain eligible small developers would be reduced from 15% to 12%.The move would directly translate into higher earnings for Chinese internet companies, and could be a potentially sizable boost for game developers such as Tencent and NetEase. The two publishers lauded the move, according to a report in the South China Morning Post.Tencent, which has long fought to reduce the so-called “Apple tax”, said in a statement on Friday that the move had “excited the industry”. NetEase, China’s second-biggest games developer, said the reduction “achieves a win-win situation for both the platform and developers.”“The news is positive for the entertainment sector in general (gaming, music, live-streaming),” investment bank Jefferies said in a report on Friday, as quoted in the SCMP&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.scmp.com/tech/big-tech/article/3346470/apple-reduces-app-store-commissions-china-move-applauded-tencent-netease">report</a>. “We estimate low-single-digit earnings impact in 2026 for key players.”<h2 class="st-heading-2">Stock Move</h2><a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were 0.3% lower in early premarket trading on Friday, amid broader market weakness linked to the U.S.-Iran war. U.S.-listed shares of NetEase jumped 0.7%. U.S.-listed shares of Tencent do not trade outside of the market hours.On Stocktwits, retail sentiment was ‘neutral’ for NTES and ‘bearish’ for TCEHY as of early Friday. Retail sentiment for AAPL was also ‘bearish.’<h2 class="st-heading-2">App Store Fee Backlash</h2>Apple’s App Store commissions, which can reach 30%, have drawn pushback from several top Internet companies and scrutiny from regulators worldwide.In the European Union, Apple reduced its commission to 17%, with an optional 3% payment processing fee, following the passage of the Digital Markets Act. In Japan, a similar regulatory push led the company to allow alternative app stores and payment systems.In the U.S., a series of court rulings in the Epic Games litigation have largely dismantled Apple’s ability to collect a workaround commission on external web purchases.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A security guard stands in an Apple store in Hong Kong. (Photo by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Apple Bows To Chinese Regulatory Pressure With App Store Fee Cut: These Firms Could Be The Big Winners

Apple’s move follows pressure from Tencent and TikTok owner Bytedance, which had prompted a review of Apple’s App Store practices by local regulators.

Equity

Apple’s move follows pressure from Tencent and TikTok owner Bytedance, which had prompted a review of Apple’s App Store practices by local regulators.


Tencent (TCEHY) Surges 10.4%: Is This an Indication of Further Gains?

Tencent (TCEHY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Top China Tech Plays in the US That Could Boost Returns in 2026

Chinese tech stocks like Tencent gain momentum in 2026 as a U.S.-China trade detente stabilizes tariffs and opens a window for AI, EV and chip advances.

Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

<ul class="summary-bullets"><li>The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.</li><li>The report indicated that regulators are still finalizing requirements tied to the licenses.</li><li>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China.</li></ul>Beijing has reportedly authorized several of its largest technology firms to move forward with purchases of advanced artificial intelligence hardware from Nvidia Corp. (NVDA). The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.<h2 class="st-heading-2">Conditional Green Light</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">report</a>, the Chinese government approved applications from ByteDance, Alibaba Group (BABA), and Tencent (TCEHY) to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.However, the approvals come with strings attached. The report indicated that regulators are still finalizing requirements tied to the licenses. Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia's stock</a> traded over 1% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_050159_png_47793a8864.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="930" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timing Matters</h2>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China, where he met employees as part of long-planned engagements.&nbsp;Earlier this month at the Consumer Electronics Show in Las Vegas, Huang said Chinese buyers are showing strong interest in Nvidia’s H200 chips and that the company has begun manufacturing them again.In December, President Trump announced that shipments of the H200 chip could proceed, provided a 25% sales charge is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.Chinese companies have submitted orders for over 2 million H200 chips expected to be delivered in 2026, which is much higher than the about 700,000 units Nvidia currently has available.NVDA stock has gained over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-uuuu-stock-jumping-in-premarket-trading-today/cmyXzFRR4iY">Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

NVDA Stock Gains Pre-Market: China Reportedly Clears H200 Chip Orders For Big Tech With Conditions

According to a Reuters report, the Chinese government approved applications from tech companies to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.

<ul class="summary-bullets"><li>According to a CNBC report, Nvidia CEO Jensen Huang is slated to visit China in his latest bid to discuss logistical challenges involved in supplying U.S.-approved chips to buyers in the country.</li><li>Huang is also expected to attend an Nvidia party in Beijing on Monday next week.</li><li>This comes after a report by The Information last week stated that Chinese authorities will only approve purchases of Nvidia H200 chips for limited purposes, such as research.</li></ul>Chinese authorities have reportedly granted in-principle approval to Alibaba Group Holdings (BABA), Tencent Holdings (TCEHY), and ByteDance to prepare their orders for Nvidia Corp.’s (NVDA) H200 AI chips.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-23/china-tells-alibaba-top-tech-firms-to-prep-nvidia-h200-orders?srnd=homepage-americas">report</a> citing people familiar with the matter, regulators in the country have told top technology firms they can move to the next stage in preparing orders for Nvidia H200 chips.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were up nearly 2% in Friday’s pre-market trade. Retail sentiment on Stocktwits around the company was in the ‘neutral’ territory, with the stock being among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Huang Heads To China</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/nvidia-ceo-jensen-huang-china-visit-chip-sales-restrictions.html">report</a>, Nvidia CEO Jensen Huang is slated to visit China in his latest bid to discuss logistical challenges involved in supplying U.S.-approved chips to buyers in the country.Huang is also expected to attend an Nvidia party in Beijing on Monday next week. This comes after a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances?rc=73cmd4">report</a> by The Information last week stated that Chinese authorities will only approve purchases of Nvidia H200 chips for limited purposes, such as research.During the Consumer Electronics Show in Las Vegas earlier this month, Huang said demand for Nvidia H200 chips in China is very strong. He also said that the company has restarted production and is awaiting approvals from the U.S.<h2 class="st-heading-2">China’s Reported Flip-Flops</h2>Earlier this month, China reportedly asked domestic companies to pause their orders for Nvidia H200 chips as it sought to strengthen its local semiconductor industry. While the H200 is not the most powerful AI chip in Nvidia’s portfolio, it is currently the highest-level chip allowed for export by the Trump administration.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is down 2% year-to-date and 88% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-expands-review-meta-manus-2-billion-acquisition/cmyRbzhR4gP">China Expands Review Of Meta's $2 Billion Manus Acquisition To Cross-Border Currency Flows, Tax Issues: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nvidia Corporation logo is seen displayed on a smartphone screen and the Chinese flag in the background. 

China Reportedly Signals Green Light For Nvidia H200 Chips — NVDA Stock Rises Pre-Market

Chinese regulators have told top technology firms that they can move to the next stage in preparing orders for the Nvidia H200 chips.

In this photo illustration US flag is displayed on computer screen while Chinese flag is displayed on mobile phone screen. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Hong Kong’s benchmark Hang Seng Index rose 26.7% – its best annual gain since 2017 – while the Shanghai Composite Index climbed 19.7%, its best performance in six years.

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?

BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.

Tencent Holdings Ltd. provides value-added services, online advertising services, and fintech and business services. It operates through the following segments: Value-Added Services, FinTech and Business Services, Online Advertising, and Others. The Value-Added Services segment is involved in online and mobile games, community value-added services, and applications across various Internet and mobile platforms. The FinTech and Business Services segment offers fintech and cloud services, which include commissions from payment, wealth management and other services. The Online Advertising segment refers to the display based and performance-based advertisements. The Other segment is composed of trademark licensing, software development services, software sales, and other services. The company was founded by Yi Dan Chen, Hua Teng Ma, Chen Ye Xu, Li Qing Zeng, and Zhi Dong Zhang on November 11, 1998, and is headquartered in Shenzhen, China.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$1.06	--	--	N/A
Q4 '25	$1.00	$1.01	1.32%	BEAT
Q3 '25	$0.98	$1.07	9.12%	BEAT
Q2 '25	$0.90	$0.95	5.01%	BEAT
Q1 '25	$0.88	$0.91	3.53%	BEAT

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