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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as investors discuss the potential impact of upcoming events, including the O.N.E. Amazon initiative, and new government contracts in the APAC region. Community members are focused on the company's AI technology and partnerships, while also debating the significance of the company's announcements and revenue potential. Some traders express frustration with the stock's price action and are waiting for a breakout.

"What's Updog?" is a Community Led token.

UpDog

UpDog is trending as the community rallies around the project's mission, asking 'What's UpDog?' while highlighting its presence on Solana and Jupiter Exchange. Community members are congratulating various other tickers on being 'UpDog', spreading bullish sentiment and focusing on the coin's potential within the meme coin landscape. The project's commitment to donating to animal shelters is also a key talking point.

Biggie is a popular Pitbull across several social media platforms, such as Tiktok, Youtube and Instagram. With a blend of creativity and comedic gestures, Biggie brings animal loving entertainment to millions of viewers through images, videos and reels. With Biggie the Pitbull's growing popularity, the meme coin $BIGGIE was inspired and launched on the ethereum network, leveraging Biggies unique sense of humor and style.

Biggie

Biggie is trending as the community discusses its potential and expresses general bullish sentiment with "LFG". Comparisons to other cryptocurrencies like BTC, SOL, and SHIB are circulating, possibly indicating shared characteristics or investment strategies.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending amid mixed sentiment, with some traders highlighting technical indicators suggesting a potential downturn, while others focus on the upcoming ex-dividend date as a buying opportunity. Discussions also involve the company's strategic shifts, including a potential sale of Costa Coffee and the introduction of a cane sugar version of its flagship soda. Community members are actively debating the stock's short-term direction and long-term value, with some expressing frustration over recent performance.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is trending as traders discuss natural gas prices and potential market movements, with some highlighting a possible breakout. Community members are sharing technical analysis, potential price targets, and strategies around shorting KOLD or longing BOIL depending on market conditions. Factors like weather forecasts and storage data are also being considered as potential catalysts.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is trending due to positive sentiment around its upcoming earnings report and recent collaborations, as well as the buzz around a new hybrid model launch. The community is watching key metrics like delivery numbers and gross margins, with some expressing excitement about the company's innovation in areas like robotics and flying cars. However, some investors remain cautious, citing concerns about the Chinese EV market and the stock's volatile price action.

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

TSLA is trending amid increased optimism surrounding its energy storage business and potential advancements in robotics, offsetting concerns about declining vehicle deliveries. The community is actively discussing the stock's breakout above a key resistance level and potential for further gains, with some highlighting production increases at the German plant.  However, other investors remain cautious, pointing to a high P/E ratio and Elon Musk's recent political activity, which could impact the brand.

Equinix, Inc. is a digital infrastructure company, which engages in the provision of a platform that interconnects the foundational infrastructure. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia-Pacific. It offers digital services, data center services, interconnection services, and support services. The company was founded by Jay Steven Adelson and Albert M. Avery, IV on June 22, 1998 and is headquartered in Redwood City, CA.

Equinix Inc

Equinix is trending due to several factors, including a potential settlement with investors regarding financial reporting claims. Community discussions revolve around the company's robust growth potential, particularly with the increasing demand for data centers and AI infrastructure. Additionally, a CNBC interview with the Equinix CEO next week is seen as a bullish signal.

United Rentals, Inc. engages in the equipment rental business. It operates through the General Rentals and Specialty segments. The General Rentals segment includes the rental of construction, aerial and industrial equipment, general tools and light equipment, and related services and activities. The Specialty segment focuses on the rental of specialty construction products such as trench safety equipment, power and HVAC equipment, fluid solutions equipment, mobile storage equipment, and modular office space. The company was founded by Bradley S. Jacobs in 1997 and is headquartered in Stamford, CT.

United Rentals, Inc.

United Rentals ($URI) is trending amid analyst upgrades and anticipation for Q3 earnings, driven by expectations of strong equipment rental demand related to construction activity. The community is discussing the company's digital advancements using AI and AR, as well as potential impacts from infrastructure spending and homebuilder demand. Investors are also reacting to target price adjustments and pennant formations suggesting potential upward momentum.

Airship AI Holdings, Inc. engages in a video, sensor, and data management surveillance platform which focuses on the provision of software services. Its products include Airship Acropolis OS, Airship Command, and Airship Outpost. The company was founded by Derek Xu on June 30, 2003 and is headquartered in Redmond, WA.

Airship AI Holdings Inc - Ordinary Shares - Class A

AISP is trending as investors discuss its potential in AI-driven surveillance, particularly with government contracts and the upcoming vote on the "Big Beautiful Bill" that may boost the defense and security sectors. Community members are highlighting potential takeover interest, insider buying activity, and technical indicators suggesting a possible breakout. The stock is viewed by some as undervalued, with speculation around future contracts driving interest.

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Research and consultancy firm Deloitte on Wednesday forecast that U.S. holiday sales will grow at their slowest pace since the pandemic, a warning for retail businesses already pushed against the wall navigating tariff headwinds.The holiday season,&nbsp;spanning from early November to New Year's, marks the busiest shopping period of the year, as retailers lure consumers with deep discounts to drive sales.Sales during the November 2025-January 2026 period are expected to rise between 2.9% and 3.4%, compared to a 4.2% increase&nbsp;in the same period last year, according to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/us-holiday-sales-set-slowest-growth-since-pandemic-deloitte-report-forecasts-2025-09-10/">report</a> from Reuters, citing Deloitte.The forecasts are based on data from agencies including the United States Commerce Department and the United States Bureau of Economic Analysis.Sales increased by 7.2% during the holiday season of 2020-2021, following a 4.9% rise in 2019-2020.Deloitte also forecast e-commerce sales to increase between 7% and 9%, in line with 8% growth last year, and in-store sales to rise between 2% and 2.2% versus 3.4% growth a year ago.The projections are worrisome and could compound the disruption from higher operational costs associated with U.S. tariffs, ultimately hurting their earnings. Tariffs have prompted some retailers and brands to raise product prices, which might potentially deter purchases.Retailers have issued mixed forecasts recently. Target and Best Buy have maintained their annual outlooks, while Walmart and Macy's have raised theirs.So far this year, the&nbsp;<a href="https://stocktwits.com/symbol/XRT">SPDR S&amp;P Retail ETF (XRT)</a>, which tracks retail stocks covering supermarkets, automotive, apparel, and restaurants, has gained 8.2%, below the 10.3% gains in the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>.The Stocktwits retail sentiment for these funds is 'neutral' and 'bullish,' respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-mulls-data-centers-in-india-south-korea-after-opening-local-offices-report/chwkP2wRdMn">OpenAI Mulls Data Centers In India, South Korea After Opening Local Offices: Report</a>

Visitors walk through a shopping center. (Photo by Markus Scholz/picture alliance via Getty Images)

US Retailers Beware: Deloitte Projects Lowest Holiday Sales Growth Since Pandemic

The holiday season, stretching from early November through New Year's, marks the busiest shopping window of the year, as retailers lure consumers with deep discounts to drive sales.

Equity

The holiday season, stretching from early November through New Year's, marks the busiest shopping window of the year, as retailers lure consumers with deep discounts to drive sales.


Consumer stocks gained last week, in line with the broader market, which hit another record high on renewed expectations of a rate cut by the Federal Reserve this month.The Consumer Discretionary Select Sector SPDR Fund (XLY) rose 1.5%. The Consumer Staples Select Sector SPDR Fund (XLP) rose 0.1% after a significant 2% decline in the week prior.Here are the consumer and retail stocks that posted the highest gains:&nbsp;Williams-Sonoma, Inc. (weekly gain 7.6%)The home decor and furniture retailer saw a relief rally last week, after shares fell over concerns about its annual forecast issued late last month. Shares also received a lift after Argus raised its price target to $212 from $190, alongside growing expectations for rate cuts.Williams-Sonoma's business is closely linked to the housing market, which would significantly benefit from lower interest rates.&nbsp;D.R. Horton Inc. (weekly gain 7.6%)Momentum continued for home builders last week, as confidence after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/against-the-odds-homebuilder-stocks-climb-as-incentives-offset-housing-market-gloom-dr-horton-pulte-group-pop/ch8wlEPR5Mh">strong quarterly results</a> from the sector's top companies was compounded by rate cut expectations.Lower interest rates translate to lower mortgage rates, which typically boost real estate purchases.Peers PluteGroup and Lennar Corp gained 6.9% and 6.6%, respectively, last week, while DHI shares have gained in six of the previous seven weeks.&nbsp;The Campbell's Co. (weekly gain 7.6%)Shares of the soups and snacks company gained 7% on Wednesday after it forecast fiscal 2026 net sales largely above expectations and beat the fourth-quarter profit estimate.Although the results were mixed (the 2026 profit forecast was below expectations), investors found solace in Campbell's comments on cost-saving and tariff mitigation efforts. A string of analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/campbells-gains-wall-street-confidence-with-multiple-price-target-hikes/chwdg4yRdp2">raised</a> their price target on the stock in the aftermath.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coca-cola-market-share-in-turkey-pakistan-drops-amid-boycotts-over-perceived-links-to-israel/chwWYKeRdAX">Coca-Cola Market Share In Turkey, Pakistan Drops Amid Boycotts Over Perceived Links To Israel</a>

 A sign is posted in front of an available home at a KB Home housing development on March 22, 2023 in Folsom, California. (Photo by Justin Sullivan/Getty Images)

Housing-Linked Stocks Led Consumer Sector Gains Last Week On Renewed Rate Cut Expectations

The benchmark S&P 500 index reached another record high on Thursday.

U.S. holiday spending is projected to decline about 5% in 2024, the first notable drop since the pandemic, as Gen-Z shoppers cut back sharply due to inflation, tariffs, and rising living costs.More than eight in 10 consumers said they plan to reduce spending over the next six months, with Gen Z (ages 17–28) expecting to slash holiday outlays by 23%, while millennials, Gen X, and baby boomers anticipate spending the same or more, according to a PwC survey released Wednesday.The pullback comes as tariffs weigh more heavily on retailers and consumers.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/de-minimis-ends-today-heres-whos-likely-to-win-and-lose-after-us-tariff-shift/chtThciRdNB">The U.S. ‘de minimis’ exemption</a>, which allowed tariff-free imports under $800 for nearly 90 years, ended Friday after U.S. President Donald Trump scrapped the rule.&nbsp;Chinese e-commerce platforms Shein, Temu, and Alibaba (BABA) had already been hit when the exemption for goods from mainland China and Hong Kong ended in May. By Aug. 29, the exemption ceased worldwide, forcing price hikes and squeezing cross-border sellers.Shein and Temu both raised prices ahead of the May deadline, with Shein’s sales sliding 23% year-on-year in June and Temu’s plunging 33%, before stabilizing post-rule change.Smaller importers and online sellers on eBay (EBAY) and Etsy (ETSY) are getting squeezed by the tariff changes, while giants like Amazon (AMZN), Walmart (WMT), Prologis (PLD) and DHL stand to benefit as more products shift to domestic supply chains.Walmart CEO Doug McMillon had already warned that costs were climbing week by week as the last of the tariff-free inventory disappeared. For shoppers, that means more attention on stretching dollars by picking products that deliver the best value,&nbsp; even as worries about jobs and inflation linger.Fresh signs of consumer anxiety came last week as the Conference Board’s confidence index fell to 97.4 in August from 98.7 in July, following a weak jobs report that underscored cracks in the labor market. Expectations for business conditions slipped, and the gauge of future income edged lower.“Notably, consumers’ appraisal of current job availability declined for the eighth consecutive month,” said Stephanie Guichard, senior economist at the Conference Board.On Stocktwits, sentiment around consumer staples ETF XLP swung sharply this year — from ‘extremely bullish’ in March to ‘extremely bearish’ by month-end, back to ‘bullish’ in August, and now bearish again. Meanwhile, sentiment toward consumer discretionary ETF XLY started the year ‘neutral,’ turned ‘bullish’ in April, softened mid-year, bounced in July, and now sits back at ‘neutral.’For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. holiday spending is projected to decline about 5% in 2024, the first notable drop since the pandemic, as Gen-Z shoppers cut back sharply due to inflation, tariffs, and rising living costs. (Photo credit: Getty Images)

Gen Z Tightens Wallets: US Holiday Spending To Fall For First Time Since Pandemic As Inflation And Tariffs Bite

PwC’s survey indicates that overall spending will decrease by about 5% from last year, with Gen Z reducing their holiday budgets by nearly a quarter, while older shoppers plan to maintain their current spending levels or increase it.

US Holiday Spending To Fall For First Time Since Pandemic As Inflation And Tariffs Bite

Amazon stock moved lower in Tuesday’s early premarket session, after it fell 1.12% last Friday before settling at $229.The stock has traded within a 52-week range of $161.38 to $242.52, which is its all-time high on an intraday basis.&nbsp;Tuesday’s premarket weakness comes amid a worsening of sentiment toward mega-cap stocks with exposure to technology.&nbsp; Amazon’s public cloud business — Amazon Web Services (AWS) – announced in a blog post on Monday the general availability of the AWS Asia Pacific (New Zealand) Region with three Availability Zones and API name ap-southeast-6.&nbsp;With the new region, customers can now run workloads and securely store data in New Zealand while serving end users with even lower latency.AWS has made a&nbsp;NZ$7.5 billion&nbsp;($4.4 billion)&nbsp;investment to establish the AWS Region in New Zealand. The service is expected to contribute NZD $10.8 billion ($6.3 billion) to New Zealand’s gross domestic product (GDP), create 1,000 new jobs annually, and enable Kiwi organizations of all sizes to innovate and scale faster using the most secure and resilient infrastructure.Amazon's AWS business contributed $30.87 billion to the company's top line results in the second quarter and its generated an operating income of $10.16 billion. AWS is among the frontrunners among the cloud service providers, although it faces an increasing threat to its lead position from Microsoft's Azure and Alphabet's Google Cloud Platform.&nbsp;Separately, Amazon announced that the Prime Invitee Program, which allowed Prime members to share their fast, free delivery with others, will end on October 1, 2025.On Stocktwits, retail sentiment toward Amazon stock remained ‘bearish’ (31/100) by early Tuesday, with the message volume at ‘low’ levels.<figure class="image"><img style="aspect-ratio:618/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_02_at_5_45_49_AM_png_ef1f3539d4.webp" alt="Screenshot 2025-09-02 at 5.45.49 AM.png" width="618" height="57"><figcaption>AMZN sentiment and message volume as of 5:45 a.m., Sept. 2 | source: Stocktwits</figcaption></figure>&nbsp;Amazon stock has gained just over 4% this year. The Koyfin-compiled analysts' consensus price target for Amazon stock is $263.18, implying nearly 15% upside from Friday's close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/why-lam-research-stock-is-down-3-in-today-s-premarket/chv6VIFRdnj">Why Lam Research Stock Is Down 3% In Today’s Premarket</a>

Amazon Web Services (AWS) logo, a division of Amazon displayed during the 9th edition of the VivaTech show at Parc des Expositions Porte de Versailles on June 12, 2025 in Paris. 

Amazon Stock Slips Over 1% Premarket: Tech Giant Commits $4.4B To Expand Asia-Pacific Cloud Reach In New Zealand

The service is expected to contribute NZ$10.8 billion ($6.3 billion) to New Zealand’s gross domestic product (GDP), and create 1,000 new jobs annually.

Tesla (TSLA) CEO Elon Musk signaled Friday that the company’s long-running ‘Master Plan Part Deux’ may finally be completed next year, nearly a decade after it was first unveiled.&nbsp;Part Deux&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/master-plan-part-deux">laid out</a> Tesla’s ambition to create solar roofs with integrated battery storage, expand its EV lineup across major segments, develop self-driving capabilities “10 times safer than that of humans,” and enable cars to generate income for owners when idle.&nbsp;Investors have traditionally tracked Musk’s master plans as roadmaps for Tesla’s future direction.<a href="http://stocktwits.com/symbol/TSLA">Tesla’s stock</a> was down as much as 2.8% in midday trade on Friday. However, retail sentiment on Stocktwits continued to trend in ‘bullish’ territory over the past day.&nbsp;In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1961450257176502656">post</a> on X, Musk acknowledged that Tesla’s most recent strategy blueprint, the Master Plan Part 3, proved “too complex for almost anyone to understand,” despite its sweeping vision for a global shift to sustainable energy. He promised that Master Plan 4 would be “concise,” hinting at a pared-down approach, rather than the sprawling targets across electric vehicles, energy storage, and autonomous driving&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/en_in/master-plan-part-3">described</a> in Master Plan Part 3.&nbsp;<figure class="image"><a href="https://x.com/elonmusk/status/1961450257176502656" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1080/1771;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_21_57_08_14_0b2fce7a16bf2b728d6ffa28c8d60efb_jpg_97856c6a10.webp" alt="Screenshot_2025-08-29-21-57-08-14_0b2fce7a16bf2b728d6ffa28c8d60efb.jpg" width="1080" height="1771"></a><figcaption>Source: @elonmusk/X</figcaption></figure>Musk’s comments come after the CEO had already hinted that he was working on Master Plan 4 during Tesla’s second-quarter 2025 earnings call in July.&nbsp; “What’s going to happen over the next several years is a fundamental transformation of the company from a pre-autonomy world to a post-autonomy [world],” Musk said. “And I’m working on a new Master Plan to articulate that to the Tesla team.” He added that the future will be full of “exciting things” and hinted that the plan will be “profoundly world-changing,” without sharing any additional details.<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.teslarati.com/tesla-ceo-elon-musk-new-master-plan-what-to-expect/">Reports</a> suggest that Master Plan 4 will likely pave the way for a world where self-driving vehicles, such as the Cybercab, and humanoid robots, like Optimus, are in widespread use.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla CEO Elon Musk attends the official opening of the new Tesla electric car manufacturing plant on March 22, 2022 in Germany. (Photo by Christian Marquardt - Pool/Getty Images)

Musk Says Tesla Will Finish Master Plan Part Deux In 2026, Promises ‘Concise’ Master Plan 4

The company’s Master Plan Part Deux was first unveiled to the public in 2016, and Master Plan Part 3 was unveiled in 2023.

Consumer staples led the declines among the 11 core S&amp;P 500 sectors on Monday as the market corrected after substantial gains at the end of last week, following the Fed's comments that raised hopes for an interest rate cut.After largely staying resilient during the early tariffs-related selloffs and range-bound moves the last few months, the&nbsp;<a href="https://stocktwits.com/symbol/XLP">Consumer Staples Select Sector SPDR Fund (XLP)</a> fell 1.7% on Monday, its steepest in two months.Healthcare and utilities stocks followed up, with the Health Care Select Sector SPDR Fund (XLV) and Utilities Select Sector SPDR Fund (XLU) declining 1.4% and 1.1% respectively, as part of declines in nine sectoral indices. Communication and financial sector stocks rose.Shares of&nbsp;<a href="https://stocktwits.com/symbol/COST">Costco</a>,&nbsp;<a href="https://stocktwits.com/symbol/WMT">Walmart</a>, and&nbsp;<a href="https://stocktwits.com/symbol/PG">Procter &amp; Gamble</a>, the top three XLP constituents based on their weight, fell 0.8% to 1.6%, signaling defensiveness among the top companies. However, Stocktwits sentiment data shows that retail investors are slightly more optimistic on consumer discretionary stocks than staple stocks.The fall comes as investors peruse rate cut predictions ahead of the September meeting of the Fed and Nvidia earnings this week. The latter would determine the broader market sentiment for big tech stocks.A more than 11% drop in shares of&nbsp;<a href="https://stocktwits.com/symbol/KDP">Keurig Dr Pepper</a> also&nbsp;weighed heavily on the sector. Investors grew jittery after the U.S. beverages company announced a $18.4-billion acquisition of European coffee and tea giant JDE Peet's.To be sure, strong earnings from Walmart and Amazon recently have shown that U.S. consumer trends are upbeat, at least for regular and essential items. However, with frequent changes to the tariff policy continuing —&nbsp;President Donald Trump has indicated potential tariffs on furniture, while trade negotiations with the European Union and China are ongoing — risks could emerge.So far this year, XLP has gained 3.12%, while the&nbsp;<a href="https://stocktwits.com/symbol/XLY">Consumer Discretionary Select Sector SPDR Fund (XLY)</a> has gained 3.7%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Customers shop at a supermarket in Manhattan on July 15, 2025 in New York City. (Photo by Liao Pan/China News Service/VCG via Getty Images)

Consumer Staples Stocks Among Worst S&P 500 Performers: What's Behind The Slide?

Shares of Costco, Walmart, and Procter & Gamble, the top three XLP constituents based on their weight, fell 0.8% to 1.6%, signaling defensiveness among the top companies.

Nine of the 11 core sector indices fell on Monday.

Consumer stocks advanced last week,&nbsp;with a significant boost coming in on Friday following Federal Reserve Chair Jerome Powell's indication of an interest rate cut next month.The Consumer Discretionary Select Sector SPDR Fund (XLY) rose 1.8%, notching gains for the third straight week, while the Consumer Staples Select Sector SPDR Fund (XLP) rose 0.6%.The benchmark S&amp;P 500 gained 1.5% on Friday and 0.3% for the whole week, after Powell's dovish remarks at the Jackson Hole conference.Here are the top gainers in the consumer and retail space:&nbsp;Royal Caribbean Group (weekly gain 9.8%)The cruise line operator's share gained for the second week, driven by steady investor confidence after the company reported strong second-quarter results and raised its annual profit forecast late last month.Signals from the travel sector, including from booking sites and airlines, suggest a rebound in activity, especially international travel.Last week, investment advisory firm Tigress Financial raised its price target on the stock to $415 from $330, providing some lift.&nbsp;Deckers Outdoor Corp (weekly gain 6%)Shares of the shoe retailer also registered gains for a second straight week, sans a significant catalyst.While the U.S. tariffs on Southeast Asian manufacturing hubs, such as Vietnam, are expected to weigh on the fundamentals for brands like Deckers, the industry is aggressively&nbsp;seeking ways to mitigate those challenges.Deckers, known for its Hoka and UGG shoes, won investors' vote of confidence after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/deckers-stock-sparks-extremely-bullish-buzz-on-stocktwits-after-ceo-flags-strategic-reset/chob34cR5wB">outlining plans</a> to strategically pace new launches and implement stricter inventory controls last month.&nbsp;MGM Resorts (weekly gain 6%)MGM Resorts and its fellow casino and hotel chains&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hotel-and-casino-stock-investors-cheer-powell-s-rate-cut-signal-buoying-hopes-of-expansion-plans/chssXfIRdKv">rallied</a> strongly after Friday's rate cut signal.&nbsp;Given their real estate-heavy businesses, where expansion largely occurs through debt, even small changes to the borrowing rate have a significant impact on the company's financials.MGM is investing millions in ongoing renovations across its Las Vegas properties, as well as developing Japan's first integrated casino-resort in Osaka and another in Dubai.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-open-sources-old-grok-ai-model-to-woo-developers-as-rivarly-with-openai-google-gemini-heats-up/chssKSFRd1P">Elon Musk Open-Sources Old Grok AI Model To Woo Developers As Rivarly With OpenAI, Google Gemini Heats Up</a>

Royal Caribbean's passenger cruise ship Allure of the Seas arrives at the French Mediterranean port of Marseille. (Photo by Gerard Bottino/SOPA Images/LightRocket via Getty Images)

Royal Caribbean, Deckers, MGM Shine As Consumer Stocks Extend Weekly Gains After Powell's Rate-Cut Tease

Overall, discretionary stocks gained more than staples last week.

Retail investors' sentiment toward Ross Stores improved Friday as management's assurances on mitigating tariff pressures helped temper concerns over weak earnings and guidance.Discount store chain Ross Brands, known for its private label clothes and household items, missed revenue expectations for the second quarter and issued weak guidance for&nbsp;the&nbsp;third- and fourth-quarter adjusted earnings per share. Still, the stock rose 2% in extended trading.On Stocktwits, the retail sentiment shifted to 'extremely bullish' (93/100) as of early Friday, from the previous day. The message volume was 'extremely high' compared to 'neutral' previously.<figure class="image"><img style="aspect-ratio:635/66;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_22_at_11_10_43_AM_png_a8b018e3bf.webp" alt="Screenshot 2025-08-22 at 11.10.43 AM.png" width="635" height="66"><figcaption>ROST sentiment and message volume as of August 22 | Source: Stocktwits</figcaption></figure>User comments were mixed; some noted mistrust for the after-market move and said the stock will fall in Friday's session, while others said the results were better than feared.On the earnings call, Ross Stores CEO Jim Conroy blamed the additional costs from tariffs&nbsp;for the weak outlook, adding that the company's mitigation strategies were showing results."We are confident that we can continue to offset most of the impact of tariffs, but we do anticipate modest pressure in the third quarter, which we expect will be further mitigated in the fourth quarter," Conroy said.He highlighted the company's efforts in vendor negotiations, diversifying the sourcing mix, and adjusting prices.Conroy admitted that prices are higher across retailers, but Ross Stores would maintain its "value proposition," as the "off-price sector has historically benefited from disruptions" such as those in the current market.<a href="https://stocktwits.com/symbol/ROST">Ross Stores' stock</a> is up 3.8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cracker-barrel-s-controversial-logo-change-sparks-criticism-plummets-shares/chsmqo9Rd0c">Cracker Barrel's Controversial Logo Change Sparks Criticism, Plummets Shares</a>

A Ross Stores outlet in Las Vegas, Nevada.

Retail Turns Bullish After Ross Stores Signals Gains From Tariff Mitigation Strategies

Shares of the retailer rose after hours on Thursday despite the company missing second-quarter revenue expectations and issuing a weak profit outlook.

Even as the recent earnings from homebuilders soothed some concerns around the persisting sluggishness in the U.S. housing market, results from Home Depot and Lowe's Companies — major retailers of home improvement products — this week will paint a clearer picture of the consumer demand and inflation impact.Home Depot is set to release its quarterly report Tuesday, ahead of the market open, while Lowe’s would report a day later.&nbsp;Home Depot is expected to report a 5%&nbsp;year-over-year (YoY) increase in second-quarter revenue, its lowest in the past four quarters, according to analyst estimates from Koyfin. Lowe's revenue is expected to rise 1.5%, after nine straight quarters of decline.In the first quarter, Home Depot missed quarterly profit estimates, while Lowe's reported results above expectations after raising product prices. Home Depot, which has been trimming its catalog to a smaller number of products, said it would not raise prices yet.RBC Capital Markets said in a recent note that both retailers are likely to miss Wall Street expectations for comparable sales, with Lowe's running the risk of cutting its 2025 earnings forecast.Meanwhile, a July&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inflation-report/chrxPu3RdJG">inflation reading</a> that aligned with estimates has raised hopes for an interest rate cut at the Federal Reserve's September monetary policy meeting. Lower interest rates translate into cheaper mortgages, spurring home sales and lifting housing-related industries.On Stocktwits, the retail sentiment was 'extremely bullish' for&nbsp;<a href="https://stocktwits.com/symbol/HD">Home Depot</a>, and 'bullish' for&nbsp;<a href="https://stocktwits.com/symbol/LOW">Lowe's</a>. Their stocks have gained 2.7% and 2.1%, respectively, year-to-date.In recent weeks, several analysts, including Evercore ISI, JPMorgan, and Jefferies, have raised their price targets on Home Depot stock. The latter two also raised the targets on Lowe's shares.Last month, Home Depot&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/home-depots-srs-distribution-to-buy-home-building-materials-company-gms-for-5-5b-retail-mood-bullish/chFWRedRRN7">announced</a> a $4.3-billion acqusition of GMS, a major building-products distributor, which is planned to be merged with its roofing services unit SRS Distribution.The move underscores Home Depot's pivot more towards the so-called Pro customers, such as contractors and other home services professionals.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lennar-e-bay-chipotle-lead-consumer-stock-gains-last-week-as-consumer-price-inflation-stays-steady/chsOR1yRdQS">Lennar, eBay, Chipotle Lead Consumer Stock Gains Last Week As Consumer Price Inflation Stays Steady</a>

A person walks inside a Home Depot store in Midtown Manhattan in New York City. (Photo by Eduardo MunozAlvarez/VIEWpress)

Home Depot, Lowe's To Report Earnings This Week: Retail Traders Stay Hopeful Despite Fears Of Price Hikes, Outlook Cut 

A sluggish housing market and high inflation have hurt businesses at these home improvement product retailers.

Consumer stocks delivered a mixed performance last week amid the release of key inflation and retail sales data.The Consumer Discretionary Select Sector SPDR Fund (XLY) climbed 2.6%, marking its second straight weekly gain, but the Consumer Staples Select Sector SPDR Fund (XLP) declined 0.6% last week, after a 2.9% rise in the prior week.Official data showed that annual U.S. consumer price inflation growth held steady, controlled by lower fuel prices. The Consumer Price Index&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inflation-report/chrxPu3RdJG">rose</a> 2.7% in the 12 months through July, unchanged from the June rate and less than what economists had expected.Retail sales&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-sales-rise-in-july-driven-by-auto-demand/chsPqOiRdfK">rose</a> at 0.5% in the month, in line with expectations and lower than the 0.9% growth in June, according to data released on Friday.Here are the consumer sector stocks that posted top gains:&nbsp;Lennar Corp (weekly gain 9.2%)The stock is on a four-week winning streak&nbsp;and has been high on investors' radar since the U.S. home builder's quarterly report early last month. Lennar&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lennars-homebuyer-incentives-curtail-sales-drop-but-hit-profit-retail-enthused-after-unexpectedly-strong-report/chlYYMyRRTk">topped</a> sales estimates&nbsp;in the previous&nbsp;quarter.&nbsp;This, coupled&nbsp;with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/against-the-odds-homebuilder-stocks-climb-as-incentives-offset-housing-market-gloom-dr-horton-pulte-group-pop/ch8wlEPR5Mh">strong results</a> from peers D.R. Horton and PulteGroup, has fueled optimism of a nascent rebound in a housing market that has remained sluggish for years.The stock bump last week came mainly from Warren Buffett's Berkshire Hathaway disclosing that it bought shares in the company in the June quarter. On Stocktwits, the retail sentiment for LEN is 'extremely bullish.'&nbsp;Ebay (weekly gain 8.1%)Ebay, which has over the years pivoted to focusing on products that appeal to enthusiasts and collectors, has also&nbsp;advanced after its quarterly results. Investors are calling eBay a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ebay-emerges-as-rare-winner-amid-trump-s-trade-war-retail-feels-bullish-as-stock-leads-weekly-consumer-gains/chrXIomRdRj">surprise winner in the tariff era</a> after it reported better-than-expected second-quarter results and offered an upbeat forecast.The shares have surged 30% since&nbsp;the company’s&nbsp;July 30 earnings report and continued to advance last week,&nbsp;despite Argus cutting its rating to 'Hold' from 'Buy'. On Stocktwits, the retail sentiment for EBAY is 'bullish.'&nbsp;Chipotle Mexican Grill (weekly gain 6.3%)Shares of the burrito chain broke a five-week losing streak last week, staging a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-chipotle-stock-rise-after-hours-today/chrDY9WRdeM">relief rally</a> after a stretch of declines&nbsp;dragged by weak earnings.On July 23, Chipotle reported worse-than-expected quarterly sales and lowered its topline outlook for the full year, citing weak dine-out trends due to economic uncertainty.President Donald Trump's policies, particularly tariffs, are seen as fueling inflation and squeezing businesses, prompting consumers to rein in spending. On Stocktwits, the retail sentiment for CMG is 'bearish.'&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Close-up of a row of single family homes in Alexandria, Virginia. (Image courtesy: Grace Cary/Getty Images)

Lennar, eBay, Chipotle Lead Consumer Stock Gains Last Week As Consumer Price Inflation Stays Steady 

The Consumer Price Index rose 2.7% in the 12 months through July, according to data published last Tuesday, unchanged from the June rate and less than what economists had expected.

Current Price	$238.20
Prev Close	$237.40
Open	$237.03
Dividend Yield	N/A
50-Day Moving Average	$226.58
Beta	N/A
Avg. Volume	5.8M
PE Ratio	N/A

52-Week High	$240.28
52-Week Low	$173.10
Market Capitalization	N/A
EPS (Annual)	N/A
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