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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

Shares of Super Micro Computer are seeing volatility, with community members discussing the potential reasons behind the price movement, including delayed revenue recognition and concerns about management's communication. Despite some worries, many allude to the company's long-term growth potential in AI and robust demand, viewing the current dip as a buying opportunity. Discussions also include speculation about potential acquisitions and the impact of broader market trends.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the community dissects recent price action and debates future prospects following earnings. Optimism around AI projects like Optimus is countered by concerns about EV sector challenges and valuation. Traders are actively discussing short squeezes and potential price movements.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop ($GME) is trending as traders discuss its potential to mirror Beyond Meat's ($BYND) recent surge, with some highlighting the possibility of a short squeeze and drawing parallels to the stock's 2021 frenzy. The community is actively analyzing technical indicators and waiting for a catalyst, while also debating the influence of key figures and market manipulation. Despite some skepticism, many express strong conviction in GME's long-term potential, citing its cash reserves and brand recognition.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending due to a new partnership with Anthropic focused on AI-powered software development, sparking excitement about IBM's growing presence in the AI space. Community members highlight IBM's existing strength in quantum computing and hybrid cloud as additional reasons for optimism. Despite positive developments, some caution is present, with discussion around valuations and whether IBM can maintain its competitive edge.

Bleichroeder Acquisition Corp. I is a blank check company. It was formed 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 Andrew Stephen Gundlach and Michel Combes on June 24, 2024 and is headquartered in New York, NY.

Bleichroeder Acquisition Corp. I - Ordinary Shares - Class A

Bleichroeder Acquisition Corp I

Bleichroeder Acquisition Corp I (BACQ) is trending following bullish sentiment from Citron Research and excitement around its merger with Merlin Labs, an AI autonomous flight technology company with government contracts. The community is discussing the potential for significant gains, partnerships with major aerospace companies, and a relatively low float which could lead to a substantial price increase. Some are comparing BACQ to other successful SPACs and highlighting its potential in the defense and AI sectors.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health ($OSCR) is trending amid speculation around the extension of ACA subsidies, with community members anticipating a potential rally if an agreement is reached. Recent partnerships and positive Q1 growth are also fueling optimism, while some traders point to technical indicators suggesting a breakout. However, negative sentiment persists among some investors who cite concerns about the company's financial health and competitive pressures within the healthcare insurance sector.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences ($VTYX) is trending due to Phase 2 trial hype, with discussions around its potential in cardiovascular treatment. Community members are actively debating shorting opportunities and potential price targets, fueled by unusually high trading volume. Bullish sentiment anticipates further upgrades and a potential squeeze, while bears cite cash runway concerns and an offering.

Integer Holdings Corp. engages in the manufacture and development of medical devices and components. The firm has the following product lines: Cardio and Vascular, Cardiac Rhythm Management and Neuromodulation, and Other Markets. The company was founded by Wilson Greatbatch in 1970 and is headquartered in Plano, TX.

Integer Holdings Corp

Integer Holdings ($ITGR) is trending due to a significant drop following earnings, despite the company beating expectations; the community is focused on understanding the reasons behind the price action, with concerns centering on weak guidance. Some investors view the dip as an overreaction and a buying opportunity, anticipating a potential rebound, while others point to a broader market correction or sector-specific headwinds as contributing factors.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending as investors react to recent earnings and analyst upgrades, with community members debating the impact of strong financials versus market manipulation. Bullish sentiment is fueled by Galaxy Digital's move into AI infrastructure and data centers, though some express frustration with price action relative to peers. Community chatter includes speculation around short squeezes and institutional accumulation.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile is trending as investors digest Q3 earnings results, with community chatter focusing on the revenue beat despite a year-over-year drop in net income; traders are weighing whether this presents a buying opportunity. Discussions also include T-Mobile's risk disclosures around macroeconomic risks, regulatory compliance, and supply chain impacts. Some are speculating on potential price movements and accumulation patterns.

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Shares of Xcel Brands surged nearly 70% in after-hours trading on Friday after the company disclosed a major settlement agreement resolving disputes related to its stake in the Isaac Mizrahi brand.A filing with the SEC on Thursday showed that Xcel Brands entered into a settlement agreement with IM Topco, IMWHP, and IMWHP2 — affiliates of brand management firm WHP Global that control the Isaac Mizrahi brand.Under the agreement, Xcel will transfer its 17.5% equity interest in IM Topco to IMWHP2 on Oct. 1, effectively exiting its ownership position.As part of the settlement, Xcel received a capital appreciation right entitling it to 15% of the net consideration received by IM Topco, IMWHP, IMWHP2, and other equity holders in excess of $46 million from any qualifying capital transaction involving IM Topco through Sept. 1, 2032. The filing clarified that this right would be payable within 10 business days of any such transaction’s closing.The agreement also releases Xcel-CT MFG, a unit of Xcel Brands, from any future liability under certain provisions of a prior License Termination Agreement between IM Topco and Xcel-CT.As part of the settlement terms, Xcel executives Joe Falco and Ken Downing will continue providing services to IM Topco through&nbsp;Dec. 31, with compensation of $33,333 per month. IM Topco may choose to retain Falco’s services on a month-to-month basis through 2026 at a rate of $12,500 per month.The filing further noted that Xcel Brands, Xcel-CT, and IM Brands will continue to provide support to IM Topco’s team through workspace access and operational assistance until the end of 2025.On Stocktwits, retail sentiment for Xcel Brands was ‘extremely bullish’ amid ‘extremely high’ message volume.One retail trader noted that short sellers appeared to be under mounting pressure,&nbsp;citing&nbsp;a rise in short interest to 14.3% of the float and suggesting that a sharp squeeze could be imminent if momentum persists.&nbsp;<stembedurl>https://stocktwits.com/S2K_TP/message/630867701</stembedurl>Another user predicted the stock could climb further to $10 on Friday.<stembedurl>https://stocktwits.com/Aburose/message/630870098</stembedurl><a href="https://stocktwits.com/symbol/XELB">Xcel Brands stock</a> has declined 66% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Isaac Mizrahi (L) and Robert D'Loren attend Xcel Brands, Inc. rings The NASDAQ Closing Bell at NASDAQ MarketSite on September 2, 2015 in New York City. (Photo by Rob Kim/Getty Images)

Why Xcel Brands Stock Surged 70% After-Hours Today

The company announced a settlement involving its exit from IM Topco, the owner of the Isaac Mizrahi brand, as part of a deal with WHP Global affiliates IMWHP and IMWHP2.

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XCel Brands (XELB) Reports Q2 Loss, Misses Revenue Estimates

XCel Brands (XELB) delivered earnings and revenue surprises of +26.00% and -28.21%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

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On Holding (ONON) delivered earnings and revenue surprises of -145.83% and +6.69%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

Tapestry (TPR) Earnings Expected to Grow: Should You Buy?

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Analysts Estimate XCel Brands (XELB) to Report a Decline in Earnings: What to Look Out for

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XCel Brands Inc. ($XELB) stock was down 6.15% on Monday morning, even as the media and consumer product company posted slightly better-than-expected third-quarter results, drawing a divided reaction from retail investors.The company, known for its livestream shopping and social commerce, posted a narrower loss per share, coming in at $0.06 compared to the expected loss per share of $0.13, according to Stocktwits data. It reported revenue of $1.91 million, beating consensus estimates of $1.88 million.The company’s revenue of $1.9 million declined 28% from the third quarter of 2023. The fall was driven by a decrease in net licensing revenue, particularly the divestiture of the Lori Goldstein brand, and delayed sales due to canceled shows caused by hurricanes, the company said.“I am pleased with the continued improvements in our operating results,” Robert W. D'Loren, CEO of Xcel Brands, said. “Despite some headwinds in the industry, this is an exciting time for our company given the growth in our brands with key retail partners and the strong pipeline of planned new brand launches in 2025. I believe we are positioned nicely for where things are going in retail.”Retail reaction on Stocktwits has been mixed following the results.<stembedurl>https://stocktwits.com/Stocksrockman/message/597492222</stembedurl><a href="https://stocktwits.com/symbol/XELB">XCel Brands stock</a> has lost nearly 73% of its value year-to-date, trading at a year-low as of Monday morning.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xcel Brands Stock Slips Following Q3 Earnings: Retail’s Divided

The company posted a narrower loss per share, coming at $0.06 compared to the expected loss per share of $0.13. 

XCel Brands, Inc. engages in the design, production, marketing, wholesale, and direct-to-consumer sales of branded apparel, footwear, accessories, jewelry, home goods and other consumer products. It owns and manages Isaac Mizrahi, Judith Ripka, Halston, C Wonder, Longaberger, and Lori Goldstein brands. The company was founded by Robert W. D'Loren on August 31, 1989 and is headquartered in New York, NY.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	-$0.82	--	--	N/A
Q2 '25	-$0.75	-$0.37	50.67%	BEAT
Q1 '25	-$1.12	-$0.58	48.21%	BEAT
Q4 '24	-$0.81	-$0.69	14.29%	BEAT
Q3 '24	-$0.13	-$0.60	-361.54%	MISSED

XELB
Xcel Brands Inc

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