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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as its community fervently debates and anticipates a potential S&P 500 inclusion, which has sharply divided sentiment between expectations of a significant rally and fears of a decline, amidst broader market volatility.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as news circulates about the departure of a key FDA official, which the community believes removes a significant hurdle and could accelerate the approval path for their Duchenne Muscular Dystrophy (DMD) therapy, Deramiocel; this development, combined with upcoming Phase 3 data presentations, is intensifying short squeeze and buyout speculation.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is surging as a key FDA official's departure and reports of a less invasive trial design for its Huntington's gene therapy ignite community hopes for accelerated approval, triggering a significant short squeeze after a week of regulatory setbacks.

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 Holdings (LITE) is trending amid its S&P 500 inclusion and a significant strategic investment from NVIDIA, solidifying its critical position in AI infrastructure expansion. The community is actively discussing whether its high valuation is justified by its role in supplying advanced optical components, particularly in light of industry perspectives on optical versus copper solutions for data center connectivity.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as CEO Doug Ingram's upcoming retirement, prompted by a personal family health challenge, sparks community discussion about potential M&A and a fresh leadership direction. This, coupled with optimism over a potentially evolving FDA regulatory landscape and anticipation for new siRNA pipeline data, fuels talks of the company's significant undervaluation and short-squeeze potential.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings Co. (VRT) is a major talking point among investors after its announcement to join the S&P 500 index on 3/23, leading to widespread discussion around anticipated 'inclusion play' gains and the implications of forced buying by index funds.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

NVIDIA's substantial investment and strategic partnership for optical interconnects has put Coherent at the forefront of the AI infrastructure conversation, with investors also discussing its recent S&P 500 inclusion as a key sector player.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as its fortified balance sheet, recent defense contract wins, U.S. Army qualification, and a new CEO compensation plan tied to aggressive valuation milestones spark intense community debate, balancing optimism for its critical role in aerospace and defense against concerns over institutional exits, high short interest, and potential dilution.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

XBI is trending as the biotech community expresses optimism over recent FDA leadership shifts, perceived as favorable for drug approvals, and a Supreme Court ruling removing certain tariffs, with active M&A further highlighting potential value within the sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is surging as escalating conflict with Iran significantly disrupts oil traffic through the vital Strait of Hormuz, driving the biggest weekly crude gains in decades. The community is actively debating whether this is a genuine physical supply squeeze or fear-driven, with many expecting oil to climb well past $100 as regional producers face storage limits.

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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