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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to a major earnings beat and raised guidance that triggered a surge in institutional interest and multiple analyst price target upgrades. The community is actively debating whether this represents a sustainable AI-driven structural shift or an overextended bubble, with many traders watching closely for profit-taking signals.

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 as investors react to strong earnings guidance and a significant improvement in gross margins, signaling a potential recovery in profitability. The community is heavily focused on the stock's potential for a massive short squeeze, with many users dismissing negative sentiment as manipulation and viewing the current valuation as a prime opportunity for long-term growth.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors digest management's request for additional compensation and share issuance ahead of the annual meeting, while simultaneously weighing the company's potential as an adjuvant platform play via its Matrix-M technology. Community sentiment is deeply divided, with vocal shareholders demanding leadership accountability and a shift toward deal-making, while others speculate that strategic partnerships with major pharmaceutical firms could serve as a significant catalyst for the stock.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV remains a polarizing stock as the community debates its long-term viability amid Disney's partial stake and shifting sports media rights. While bulls highlight improving Adjusted EBITDA and potential short-squeeze opportunities from high interest, many bears point to years of consistent decline and skepticism regarding management's ability to drive profitability.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending as investors weigh strong Orladeyo revenue growth against frustration over the stock's stagnant price action and the lack of updates on its pipeline assets like DME and Nethertons. The community remains heavily divided between those holding for a potential buyout or institutional accumulation and those critical of management's strategy and the high overhead of the company's employee base.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors rally behind the potential for global commercialization and the anticipation of upcoming clinical data, creating a highly volatile environment marked by intense speculation of a short squeeze. The community is focused on the founder's recent communications regarding global expansion efforts, which many interpret as a strategic push to bypass regulatory hurdles and accelerate market entry.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is gaining momentum as investors eye the potential for a blockbuster valuation driven by the successful enrollment of its subcutaneous Briumvi and Azer-cel trials. The community is actively discussing bullish expectations for sustained revenue growth and the possibility of a strategic acquisition, fueled by increased institutional interest and a growing market presence for its core MS therapy.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics Inc

Ernexa Therapeutics is trending as investors react to a new cell therapy manufacturing partnership aimed at advancing its ovarian cancer candidate toward clinical trials. While community members are optimistic about potential breakthroughs in iMSC cell technology, sentiment remains sharply divided due to concerns regarding historical dilution, reverse stock splits, and the company's financial stability.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending following reports of a strategic $10 billion pivot toward autonomous vehicle fleets, a shift that has sparked significant debate within the community regarding the company's move away from its traditional asset-light business model. Investors are actively discussing the potential impact of these large-scale investments on long-term margins and how the stock might react amid ongoing volatility and mixed sentiment regarding its competitive positioning in the robotaxi space.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is seeing heavy bullish sentiment driven by a major expansion of its autonomous freight network, including a deal with Hirschbach to scale its autonomous fleet. The community is actively discussing the stock's potential for a short squeeze as investors bet on the company's long-term commercialization strategy amid high institutional ownership and significant insider conviction.

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<ul class="summary-bullets"><li>Baidu said its buyback will run through 2028.</li><li>The Chinese internet giant will pay its first-ever dividend this year, though details are pending.</li><li>Stocktwits sentiment for BIDU remained in the ‘bearish’ zone.</li></ul>U.S.-listed shares of Baidu, Inc. jumped nearly 5% in after-hours trading on Wednesday after the Chinese search and internet giant announced its maiden dividend and a fresh buyback plan.Baidu said it expects to pay its first-ever dividend this year, though it will announce the amount and timing later. The company’s board approved a new share repurchase program for up to $5 billion that will run through December 2026.“With our substantial cash reserves and sound financial management capabilities, we aim to create and continuously enhance long-term value for our shareholders through our proactive shareholder return initiatives,” the company said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/baidu-announces-new-share-repurchase-program-and-dividend-policy-302679608.html#:~:text=The%20Board%20has%20authorized%20a,terms%20and%20size%20as%20appropriate.">statement</a>.Baidu’s peer Alibaba approved a $25 billion stock repurchase program in 2024, while Tencent rolled out a plan to buy back $10 billion worth of company shares last year.BIDU drew heavy buzz on Stocktwits late Wednesday, although retail sentiment for the stock continued to track ‘bearish,’ unchanged over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_8_18_03_AM_png_82c5f29ba3.webp" alt="Screenshot 2026-02-05 at 8.18.03 AM.png" width="586" height="82"><figcaption>BIDU sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure>Several users cheered Baidu’s latest capital return policies. “A $5 billion buyback which is almost 10% of the company mind you and the first ever dividend. This is why you sit tight and be patient and make the big money!” said a user.<stembedurl>https://www.stocktwits.com/BigG75/message/644045704</stembedurl>Another praised Baidu’s new CFO Haijian He, who was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/baidu-appoints-haijian-he-cfo-2025-07-01/">appointed</a> last July.&nbsp;“Our new CFO has a lot of experience and knows exactly what he’s doing- he will guide BAIDU into the future growth and future market cap it deserves… Baidu's bull market has just begun!” this person said.<stembedurl>https://stocktwits.com/BigG75/message/644047682</stembedurl>The plans come amid a sharp slide in&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu’s shares</a>. The stock has declined for five sessions straight, cumulatively losing about 14%. It has lagged peer Alibaba, whose stock has risen 60% over the past 12 months versus 53% gains in BIDU.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did BIDU Stock Jump Nearly 5% After-Hours Today?

Baidu joins peers Alibaba and Tencent in enhancing shareholder returns.

Equity

Baidu joins peers Alibaba and Tencent in enhancing shareholder returns.


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.

Alibaba&nbsp;Group Holding Ltd said that the U.S.'s National Basketball Association will use the tech giant's cloud services for its digital operations in China, according to a Reuters report on Wednesday.The NBA, the world's largest basketball league, is the first prominent U.S. client for the Chinese tech giant, marking a shift in the status quo.Alibaba's cloud services are used by only a handful of mid-size American firms, such as Citrix and EPAM Systems, according to Alibaba Cloud's customer success page. It does not mention any Fortune 500 companies.Why The Tie-Up MattersThe deal is significant also because the U.S. is deterring technology collaboration in another area: semiconductors. America has barred sales of high-end chips to China, citing national security concerns and the desire to maintain a technological edge.Under the agreement, Alibaba will develop applications to enhance fan experiences on the NBA app in China, and NBA China will leverage Alibaba's technologies, including a proprietary AI model based on the Qwen series of foundational models.The multi-year deal makes Alibaba Cloud the official cloud computing and AI partner for NBA China, according to Alibaba, which did not disclose the financial terms.The partnership comes after the NBA signed an 11-year deal for&nbsp;its&nbsp;U.S. broadcasting&nbsp;rights, worth $77 billion, last year. It ditched its long-time partner, TNT Sports, now owned by Warner Bros Discovery, for joint licenses with Walt Disney's ESPN, Comcast-owned NBCUniversal, and Amazon Prime Video.In China, Tencent holds the broadcast rights to the NBA games.Cloud With Silver LiningsThe development is another win for Alibaba Cloud, which has<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-stocks-rocket-rally-isnt-slowing-analysts-see-more-cloud-fueled-gains/chDMrSpR37f">&nbsp;powered</a> Alibaba Group's earnings and stock this year. AliCloud is poised to evolve into a super AI cloud player, supported by its global footprint, strong financials, and competitive full-stack AI capabilities across models, infrastructure, chips, and software, Deutsche Bank<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-stock-looks-to-break-3-day-losing-run/ch6EgBhR3LH">&nbsp;said</a> in a recent investor note.On Stocktwits, the retail sentiment for<a href="https://stocktwits.com/symbol/BABA">&nbsp;BABA</a> was 'bearish' as of late Wednesday. The company's shares have gained 116% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/microsofts-copilot-to-answer-health-queries-using-harvards-medical-data-research/ch67O69R30Q">&nbsp;Microsoft's Copilot To Answer Health Queries Using Harvard's Medical Data, Research: Report</a>

NBA star LeBron James during his 2025 China Tour on in Chengdu, Sichuan Province of China. (Photo by Zhang Lang/China News Service/VCG via Getty Images)

Alibaba Cloud To Power NBA China Operations In Multi-Year Deal

Bagging a prominent American brand as a cloud customer marks a shift in the status quo amid U.S.-China tech tensions.

China's popular AI chatbots have temporarily disabled their image-recognition feature during a key college entrance exam in China, according to a Bloomberg News report.Approximately 13.4 million students&nbsp;will take the&nbsp;prestigious “gaokao” between June 7 and 10. The high-stakes exam—covering Chinese, Math, and English—is among the world’s toughest and determines undergraduate admissions in China.According to the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-06-09/alibaba-tencent-freeze-ai-tools-during-high-stakes-china-exam">report</a>, apps, including Tencent's Yuanbao and Moonshot’s Kimi, have suspended photo-recognition services during exam hours.When asked to explain, the chatbots responded, “To ensure the fairness of the college entrance examinations, this function cannot be used during the test period.”Alibaba's (BABA) Qwen and ByteDance's Doubao still offered photo recognition as of Monday.But when asked to answer questions about a photo of a test paper, Qwen responded that the service was temporarily frozen during exam hours. Doubao said the picture uploaded was “not in compliance with [the] rules.”China doesn’t have a broad university application system like the U.S., where admissions consider years of academic records, tests, and personal essays.The centralized gaokao is tightly regulated to prevent cheating and ensure fairness.&nbsp;Last month, the education ministry issued rules urging schools to nurture AI talent early but forbidding students from submitting AI-generated content in homework and exams.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Students walk into an exam venue on the second day of the Gaokao, or National College Entrance Examination, on June 8, 2025 in Fuyang, Anhui Province of China. (Photo by VCG/VCG via Getty Images)

China's Top AI Bots From Alibaba, Tencent, Others Go Dark On Key Features During High-Stakes Gaokao Exam To Curb Cheating

Approximately 13.4 million students will take the “gaokao” between June 7 and 10.

TENCENT
Tencent Holdings Limited

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TENCENTTencent Holdings Limited

Latest TENCENT News

TENCENT
Tencent Holdings Limited