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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation about potential cannabis rescheduling, spurred by rumors of a Trump announcement and an upcoming Supreme Court case, igniting a flurry of activity. The community is buzzing with anticipation of federal policy changes and discussing potential short squeezes. Positive sentiment is fueled by analyst upgrades and developments in state-level cannabis programs.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as traders react to a surprise CEO exit alongside a monster earnings report and upbeat guidance, with community members pointing to potential new leadership and significant buyback programs. Despite some concerns over tariffs and international expansion, bulls are optimistic about the company's potential for growth, while bears express concern about market saturation from competing brands.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

Restoration Hardware is trending amidst mixed sentiment following its recent earnings report and CEO commentary, particularly around the housing market and tariff impacts. While some investors appreciate the honesty, others are critical of the company's performance and leadership's communication, sparking debates about the company's future and valuation. Discussions also involve potential short squeezes, long-term growth strategies, and the impact of macroeconomic factors such as interest rates and tariffs on RH's luxury furniture business.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading session spurred by speculation around a potential offering and its market cap requirements for continued listing. Community discussions revolve around whether a recently filed ATM shelf offering is responsible for the price swings and whether the company will be able to meet compliance by December 19th. Some traders believe the dip is a buying opportunity, while others caution about potential dilution and the company's history of reverse splits.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending amid an analyst upgrade from Cantor Fitzgerald, with a price target increase to $15, fueling bullish sentiment and community discussions about a potential short squeeze and future growth. Despite some skepticism and volatility, optimism persists around the company's AI technology and potential catalysts, including upcoming conference presentations and earnings reports. Community members are actively debating the stock's potential and the actions of short-sellers.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

$HOOD is trending due to recent news of slower trading volumes and mixed analyst opinions, causing a price dip. The community is debating whether to "buy the dip" or if the slowdown signals a concerning trend, while others are bullish due to expansion into Indonesia.

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U.S. Commerce Secretary Howard Lutnick said on Wednesday that the Trump administration has struck trade deals with Thailand and Cambodia, days after the countries agreed to a truce following deadly clashes due to a border dispute.In an interview with Fox News’s Sean Hannity, Lutnick said, “And you know what we did today? We made trade deals with Cambodia and Thailand.” However, he did not divulge any details before the interview ended.Both Thailand and Cambodia were slated to face a tariff rate of 36% from Friday, which would have dealt a blow to the trade-reliant countries as the U.S. is their largest destination for exported goods. Neighbors Indonesia and the Philippines have already secured lower rates of 19%, while Vietnam has agreed to 20% tariffs on its goods.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/THD">iShares MSCI Thailand ETF</a> (THD) was in the ‘neutral’ territory at the time of writing. At the same time, traders were ‘bullish’ about iShares MSCI Emerging Markets Asia ETF (EEMA).U.S. President Donald Trump has thus far utilized trade as a potent tool to mitigate global conflicts. He had threatened to pull out of trade discussions with both countries unless they agreed to a ceasefire after fatal clashes claimed the lives of dozens.According to a Bloomberg News <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-31/us-made-trade-deals-with-thailand-cambodia-lutnick-says">report</a>, Sun Chanthol, the Cambodian Deputy Prime Minister leading the trade talks, stated that he was unaware of any new agreement. Thailand reportedly expects the final levy to be between 18% and 20%, similar to its regional neighbors.The U.S. goods trade deficit with Thailand reached $45.6 billion in 2024, and $12.1 billion with Cambodia, which has a smaller economy than its neighbor. Thailand and Cambodia have already offered concessions to sweeten the tariff blow.Other countries are also rushing to ink a deal with the U.S. ahead of the Aug. 1 deadline. South Korea agreed to a 15% tariff rate, while the White House levied 25% tariffs on India and threatened a penalty for the country’s oil imports from Russia.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/china-factory-activity-slips-despite-trade-us-truce-is-the-dragon-losing-its-fire/chohDrgR5Cv">China Factory Activity Slips Despite Trade US Truce — Is The Dragon Losing Its Fire?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Howard Lutnick listens as U.S. President Donald Trump delivers remarks before Lutnick is sworn in as Commerce Secretary in the Oval Office at the White House on February 21, 2025.

Lutnick Says US Struck Trade Deals With Thailand, Cambodia Following Ceasefire — But Details Unclear

Both Southeast Asian countries were slated to face a tariff rate of 36% from Friday.

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Several Asian economies are racing to strike last-minute trade deals with the U.S. ahead of an Aug. 1 deadline that could trigger steep new tariffs under President Donald Trump’s global tariff strategy.South KoreaSouth Korea’s top trade official said Monday that the country may reach an “agreement in principle” with the U.S. on tariffs before the Aug. 1 deadline, according to local media cited by&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/society-equity/south-korea-trade-envoy-may-be-able-strike-framework-deal-with-us-by-aug-1-2025-07-14/">Reuters</a>.&nbsp;Trade Minister Yeo Han-koo, following high-level talks in Washington last week, said “twenty days are not enough to come up with a perfect treaty that contains every detail,” and noted “considerable progress” on industrial cooperation.Yeo said that South Korea may need to make a “strategic judgment” on&nbsp;the agriculture and livestock sectors, suggesting that while “sensitive” areas may require protection, some aspects could be considered within the broader deal framework.&nbsp;He added that South Korea is working to avoid “unfair” U.S. tariffs on autos and steel that could damage industrial ties with its closest security ally.Trump said, “South Korea wants to make a deal right now,” without providing details.South Korea is hoping to avoid a 25% tariff set to begin Aug. 1, after a delayed start to negotiations following President Lee Jae-myung’s June 4 inauguration.&nbsp;According to Korea Customs Service data, South Korea recorded a $55.6 billion trade surplus with the U.S. in 2024, up 25% from the prior year due to rising car exports.ThailandIn Thailand, Finance Minister Pichai Chunhavajira said Monday the government is considering zero tariffs on more U.S. imports, according to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/thailand-considering-offering-zero-tariffs-more-us-imports-finance-minister-says-2025-07-14/">Reuters</a>.&nbsp;He also said 200 billion baht ($6.1 billion) in soft loans would be made available to cushion the blow from U.S. tariffs.&nbsp;Thailand faces a 36% tariff from Washington if no agreement is reached before Aug.1.VietnamVietnamese Prime Minister Pham Minh Chinh said Friday that the U.S. and Vietnam have reached a consensus on a tariff deal framework, according to&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-13/vietnam-urges-us-business-group-to-help-in-tariff-talks-media">Bloomberg</a>, citing local media outlet The Investor.&nbsp;Chinh made the remarks during a meeting with the U.S.-ASEAN Business Council in Hanoi, which includes companies such as Apple, Boeing, and Amazon.Vietnam was&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-11/vietnam-surprised-by-trump-tariff-announcement-seeks-lower-rate">reportedly</a> surprised by Trump’s recent announcement of a 20% tariff deal, and the country is now supposedly seeking a lower rate.&nbsp;Chinh urged U.S. businesses to support a detailed agreement on product-level terms, oppose trade defense actions against Vietnamese goods, and press the U.S. to recognize Vietnam as a market economy.JapanMeanwhile, tensions have also emerged in U.S.-Japan trade relations.&nbsp;Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/rubio-says-no-drama-or-division-us-relations-with-japan-2025-07-11/">reported</a> Friday that the U.S. Secretary of State Marco Rubio downplayed concerns, saying there was “no drama or division,” despite Japanese Prime Minister Shigeru Ishiba stating Thursday that Japan needed to reduce dependence on the U.S. in areas like security, food, and energy.Trump announced a 25% tariff on Japanese imports last week.&nbsp;Japanese media previously reported the U.S. had asked Japan and other Asian allies to raise defense spending to 5% of GDP, which the Financial Times said led to Japan canceling a key bilateral defense and foreign ministers meeting.Rubio rejected claims of pressure, saying Washington merely encouraged Tokyo to invest in certain capabilities.He added that Japan's push for greater military autonomy was welcomed by the U.S. “Anyone looking for drama or division... shouldn’t be doing it,” Rubio said.&nbsp;A former Biden official told Reuters the relationship was strained, but said tensions could ease if a deal is reached by Aug. 1.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> and iShares&nbsp;<a href="https://stocktwits.com/symbol/EWJ">MSCI Japan ETF (EWJ)</a> both saw ‘high’ message volume, with sentiment rated ‘neutral’ for EWY and ‘bearish’ for EWJ.<a href="https://stocktwits.com/symbol/THD">iShares MSCI Thailand ETF (THD)</a> recorded ‘neutral’ sentiment with ‘extremely high’ message volume.&nbsp;<a href="https://stocktwits.com/symbol/VNM">VanEck Vietnam ETF (VNM)</a> showed ‘extremely bullish’ sentiment amid ‘extremely high’ message volume.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> showed ‘bearish’ sentiment amid ‘low’ message volume.See also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oil-prices-edge-higher-as-trump-teases-russia-sanctions/ch8BjnnR5Nt">Oil Prices Edge Higher As Trump Teases Russia Sanctions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sentiment on Stocktwits for iShares MSCI South Korea ETF (EWY), iShares MSCI Japan ETF (EWJ), iShares MSCI Thailand ETF (THD), VanEck Vietnam ETF (VNM), SPDR S&P 500 ETF Trust (SPY) were mixed ahead of Trump's August 1 Deadline/ Photo credit: Getty Images

Asia Braces For Trump’s Tariffs: South Korea, Thailand, Vietnam, Japan Scramble Ahead Of August Deadline

Trump’s tariff push is drawing responses across Asia, with Vietnam pushing for revisions, Japan signaling strategic shifts, and South Korea and Thailand accelerating deal talks.

BlackRock Institutional Trust Company N.A. - iShares MSCI Thailand ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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