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Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending following reports of increased AI infrastructure investment and advancements in AI chip technology, sparking bullish sentiment. The community is buzzing about the potential impact of these developments on the company's growth and competitive positioning. Some investors believe BABA is undervalued and poised for significant gains, while others remain cautious, awaiting further confirmation of its AI strategy's success.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending amid community discussions surrounding a recent $500,000 purchase order and its potential impact on future revenue and partnerships. Some traders express concerns about the order's size relative to the company's market cap, while others view it as validation of POET's technology and a catalyst for further growth in the AI and data center sectors. The stock is experiencing increased attention, with many anticipating further developments and potential for a short squeeze.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron's AI-fueled earnings and forward-looking statements are driving significant buzz, though the stock's reaction is muted, leading to discussions about whether gains were already priced in. Community members are weighing the potential for upgrades and debating the impact of the earnings call, while also speculating on a possible sell-the-news event. Bullish sentiment highlights Micron's position in the memory market and potential for future growth amid increasing AI data center demand.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors weigh its potential to catch up with the recent rallies of other Chinese tech giants like Alibaba, with community discussions focusing on its undervaluation and upcoming earnings report. Some believe JD's strong logistics and value proposition will drive gains, while others express frustration at its lagging performance and question its AI narrative. Trading volume has increased amid optimism over potential policy shifts and analyst upgrades.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels ($UUUU) is trending as community members discuss the potential impact of government contracts and increasing demand for uranium and rare earth elements. Some traders are pointing to the company's unique position in the U.S. supply chain and potential benefits from growing AI and EV sectors. Discussions also involve the stock's price action, technical analysis, and comparisons to other companies in the energy and materials sectors.

Firecoin is a digital asset inspired by the concept of the eternal flame, representing energy, resilience, and guidance. It is designed to act as a decentralized token that embodies light and strength, giving holders a sense of empowerment in the digital economy. The project’s purpose is to create a community-driven ecosystem where Firecoin symbolizes progress, illumination, and the ability to move forward regardless of challenges. By leveraging blockchain technology, Firecoin aims to provide transparency, security, and accessibility to its users while maintaining its thematic connection to the symbolic power of fire.

firecoin

FIRECOIN.X is trending as the community expresses excitement about its potential to break through resistance levels. Investors are eagerly buying in, anticipating a significant upward movement. The coin is being discussed in relation to other cryptocurrencies like BTC.X and SOL.X, suggesting interest in its performance within the broader crypto market.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

BIDU is trending as investors discuss Cathie Wood's renewed interest in Chinese tech stocks and Baidu's AI advancements. Community members are actively speculating on potential price targets and discussing the stock's valuation, with some noting its AI cloud growth and robotaxi initiatives. The discussion includes broader market sentiment towards Chinese equities and the potential impact of geopolitical factors.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending amid discussions about market valuations after recent comments from Fed Chair Powell, with community members debating whether the market is overvalued and a correction is imminent. Some traders are pointing to potential headwinds such as high market cap to GDP ratio and the unsustainability of the AI boom, while others highlight continued institutional accumulation and the potential for rotation into value stocks. The ETF's direction is also influenced by macro factors like upcoming economic data and geopolitical events.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is trending as investors discuss the potential of its Galleri multi-cancer early detection test and upcoming presentations, including at the ESMO Congress, with some highlighting the recent positive data from the PATHFINDER 2 trial. Community members are actively debating the test's total addressable market (TAM) and the impact of potential Medicare coverage following the Congressional House Ways and Means Committee passage of HR 842. Bullish sentiment is fueled by long-term potential, deep phase 3 trials, and mentions alongside companies like $DJT and $ORCL, though some remain skeptical about the test's efficacy and competition.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X ($CCCX) is trending as discussions emerge around its impending merger with Infleqtion, a quantum computing company. The community highlights Infleqtion's ties to Nvidia and existing contracts, with some suggesting it's undervalued compared to its peers in the quantum computing sector like IONQ. Speculation is also rising around the potential upside for $CCCX warrants.

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ULTA's Fragrance Category Grows Double Digits in Q2: Trend to Watch?

Ulta Beauty's fragrance sales surge in double digits in Q2, fueled by gift sets, exclusives and strong in-store engagement.



ULTA Launches Stores in Mexico, On Track With International Growth

Ulta Beauty debuts in Mexico with new stores, exclusive brands and immersive experiences, marking its international expansion.

Ulta Beauty Q2 Earnings & Sales Beat Estimates, FY25 Outlook Raised

ULTA posts strong second-quarter sales growth, beating estimates as comparable sales gains and new stores fuel momentum. Fiscal 2025 guidance is updated.

Ulta Beauty Inc. (ULTA) Hit a 52 Week High, Can the Run Continue?

Ulta (ULTA) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

U.S. stocks appear set for a negative opening on Friday as investors await the release of the Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures (PCE) index, due to be released before the opening bell.While Dow Jones futures were down 0.33% at the time of writing, the S&amp;P 500 futures fell 0.32%, and the tech-heavy Nasdaq 100’s futures declined 0.5%. Futures of the Russell 2000 index were down 0.27%.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.27% at the time of writing, while&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) fell 0.45% on Friday morning. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.Asian markets ended Friday’s trading session on a largely negative note, with the KOSPI declining the most at 0.32%, followed by the Nikkei 225 at 0.2%. The TWSE Capitalization Weighted Stock index closed 0.01% lower.The Hang Seng index gained 0.51%, while the Shanghai Composite closed higher by 0.37%.Stocks To Watch<ul><li>Marvell Technology Inc. (MRVL): Marvell shares plunged 15% in Friday’s pre-market trade after its CEO Matthew Murphy said during the second-quarter (Q2) earnings call that data center revenue in the third quarter (Q3) would be flat on a sequential basis.</li><li>Dell Technologies Inc. (DELL): Dell’s shares fell more than 7% pre-market after the company’s Q3 earnings per share (EPS) guidance of $2.45 fell short of Wall Street expectations of $2.49, according to Stocktwits data.</li><li>Ulta Beauty Inc. (ULTA): Ulta’s shares gained nearly 4% in pre-market trade after the company’s Q2 results beat Wall Street expectations, according to Stocktwits data. The retailer reported EPS of $5.78 on revenue of $2.79 billion, compared to estimates of $5.10 EPS on revenue of $2.68 billion.</li><li>Alibaba Group Holding (BABA) and Chagee Holdings (CHA) are among the companies scheduled to announce their latest quarterly results on Friday.</li></ul>&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-received-5-7-billion-from-us-government-cfo-david-zinsner/chs6hLkRdmC">Intel Received $5.7 Billion In Cash From US Government, Says CFO David Zinsner: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk by the New York Stock Exchange

Dow Futures Decline As Wall Street Awaits Inflation Data: MRVL, DELL, ULTA, BABA Among Stocks To Watch

While Dow Jones futures were down 0.33% at the time of writing, the S&P 500 futures fell 0.32%.

Equity

Ulta Beauty shares rose over 4% in extended trading on Thursday, after the beauty retailer raised its annual forecast following a strong quarterly report.On Stocktwits, the retail sentiment for the stock climbed multiple notches higher, reaching an 'extremely bullish' rating (97/100), and message volume increased from 'high' to 'extremely high.'Retail traders noted an instant surge followed by a pullback in Ulta’s stock&nbsp;in the post-market trading session&nbsp;and were cautiously optimistic about gains in Friday's session."$ULTA The dip back to 540 was ridiculous. Great quarter, conservative guidance. Playing it safe," a user posted. "Would be very surprised if this doesn't wind up at least 550+ tomorrow."<a href="https://stocktwits.com/Joethenovice/message/626941847">https://stocktwits.com/Joethenovice/message/626941847</a>&nbsp;Second-quarter sales rose 9%, and net profit came in at $5.78 per share, higher than analysts' expectations on both counts.The multi-brand beauty retailer, which sells its branded products and those from Estee Lauder, MAC, and Clinique,&nbsp;bumped up&nbsp;its annual revenue and EPS forecast. There was growth across all major categories, driving market share growth and better-than-expected profit, CEO Kecia Steelman said in a statement.The forecast reflects "both the strength of our year-to-date performance and our caution around how consumer demand may evolve in the second half of the year," while "near-term uncertainty persists," Steelman said.As of last close,&nbsp;<a href="https://stocktwits.com/symbol/ULTA">Ulta stock</a> is up 22% year-to-date, more than double the gains in the benchmark S&amp;P 500 index.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/canadian-e-tailer-ssense-under-trump-tariff-strain-files-for-bankruptcy/chtTbAnRdZa">Canadian E-Tailer Ssense, Under Trump Tariff Strain, Files For Bankruptcy</a>

The exterior of an Ulta Beauty store in Georgia. (Photo by John Greim/LightRocket via Getty Images)

Why Did Ulta Beauty Shares Rise After-Hours Today?

Strong earnings and an optimistic outlook drove gains, but retail investors noted a slight pullback after the market closed. 

Jobless Claims Decreased More Than Expected 

Big Morning for Q2 Numbers: GDP +3.3%, Earnings Beats for Retailers

Q2 GDP improves by 30 bps from the initial print, +3.3%, and 20 bps above expectations.

Shares of Nvidia declined in pre-market trade on Thursday as investors digested the AI bellwether’s second-quarter (Q2) results and outlook to gather clues about the AI demand outlook going forward amid a dynamic trade policy environment.Nvidia projected sales of $54 billion in the third quarter (Q3), which is lower than some analyst expectations of over $60 billion, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown">report</a>.While Dow Jones futures were up 0.15% at the time of writing, the S&amp;P 500 futures edged up by 0.03%, while the tech-heavy Nasdaq 100’s futures were down 0.03%. Futures of the Russell 2000 index were up 0.63%.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.07% at the time of writing, while&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) edged up by 0.02% on Thursday morning. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.Asian markets ended Thursday’s trading session on a largely positive note, with the Shanghai Composite surging 1.13%, followed by the Nikkei 225 at 0.63%, and the KOSPI at 0.29%.The TWSE Capitalization Weighted Stock index fell 1.17%, while the Hang Seng index declined 0.75%.Stocks To Watch<ul><li>Nvidia Corp. (NVDA): Nvidia’s shares were down nearly 2% pre-market despite the company’s Q2 results beating Wall Street expectations. Nvidia posted an earnings per share (EPS) of $1.05 on revenue of $46.74 billion, ahead of analyst estimates of an EPS of $1.01 on revenue of $46.05 billion, according to Stocktwits data.</li><li>Snowflake Inc. (SNOW): Snowflake shares gained 14% pre-market after the company’s Q2 results surpassed expectations. Snowflake reported EPS of $0.35 on revenue of $1.14 billion, beating an estimated EPS of $0.27 on revenue of $1.09 billion, according to Stocktwits data.</li><li>HP Inc. (HPQ): HP reported an EPS of $0.75 in Q3, in line with estimates, while its revenue of $13.93 billion beat expectations of $13.69 billion, according to Stocktwits data. HP’s shares fell nearly 2% pre-market.</li><li>Marvell Technology Inc. (MRVL), Dell Technologies Inc. (DELL), Ulta Beauty Inc. (ULTA), Dollar General Corp. (DG), and Dick’s Sporting Goods Inc. (DKS) are among the companies scheduled to report their latest quarterly earnings on Thursday.</li></ul>&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lisa-cook-to-sue-trump-administration-firing-her-federal-reserve-board/chsH6GARdjs">Lisa Cook To Sue Trump Administration For Firing Her From Federal Reserve Board: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia Declines Pre-Market As Wall Street Digests Results: SNOW, HPQ, DG, MRVL, DELL Among Stocks To Watch

While Dow Jones futures were up 0.15% at the time of writing, the S&P 500 futures edged up by 0.03%.

2 Consumer-Centric Stocks to Consider as Earnings Approach: OLLI, ULTA

Set to report Q2 results on Thursday, August 28, Ollie's Bargain Outlet and Ulta Beauty stock have drifted toward 52-week highs and are sporting a Zacks Rank #2 (Buy), respectively. 

Ulta Beauty, Inc. engages in the retail of beauty products. The company has one reportable segment, which includes retail stores, salon services, and e-commerce. Its products include makeup, skin care, tools and brushes, fragrance, and bath and body. The company was founded on January 9, 1990 and is headquartered in Bolingbrook, IL.

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