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SPY is trending amid reactions to the Trump-Xi meeting, with no immediate announcements fueling speculation and volatility. The community is discussing potential outcomes related to tariffs, trade deals, and the broader impact on the market. Some traders are anticipating major market swings as details emerge.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is seeing increased social media activity, with community members actively discussing its potential, often alongside mentions of $SOL. Sentiment appears optimistic with frequent use of "WAGMI" (We Are All Going To Make It), while some users are pointing to potential pumps.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders digest news from the Trump-Xi meeting and await key earnings reports from major tech companies. Community chatter revolves around potential market reactions, with some anticipating a pullback and others expecting continued upward momentum. Sentiment appears mixed as participants analyze the implications of the meeting's outcome and upcoming financial results in the tech sector.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as traders digest potential implications from the Trump-Xi meeting, with discussions possibly involving NVIDIA's business in China and Blackwell chip authorization; the community is closely monitoring for updates. Meanwhile, autonomous vehicle innovation powered by NVIDIA tech was on display at #nvidiagtc, underscoring the company's expanding influence in AI and accelerated computing. Some analysts are discussing the company's high valuation and over dependence on specific clients.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following its earnings report, which revealed strong revenue growth but a significant one-time tax charge impacting EPS. Community discussions revolve around the impact of increased AI spending and infrastructure costs on future profitability. Despite the earnings miss, some investors view the dip as a buying opportunity, citing the company's underlying strength and growth potential.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as community members discuss its potential, particularly around new projects and meme coins built on the network. The launch of a Solana ETF is also generating excitement. Despite some volatility, there's a strong sense of optimism and community support driving conversation around the cryptocurrency.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors analyze the implications of its recent earnings report, with discussions focusing on the company's AI spending and Azure cloud growth. Community members are debating whether the post-earnings dip presents a buying opportunity, while also considering the broader context of potential price target adjustments from analysts. Some are expressing concern over Azure outages and management's guidance.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle $CMG is trending down as the community discusses disappointing Q3 earnings and lowered sales outlook, with concerns around declining customer traffic and operating margins. Many traders are pointing to high prices, smaller portions, and increased competition as potential factors. Some investors are considering this pullback an oversold buying opportunity, while others anticipate further declines.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is experiencing volatility, with the community debating recent price drops and potential market manipulation. Some traders see a bullish setup and buying opportunity, while others fear a deeper correction and potential bear market. The discussions also include macroeconomic factors like interest rate decisions and their impact on Bitcoin's trajectory.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending amid speculation around potential U.S.-China trade deals impacting rare earth exports, leading to community discussion on whether the stock will decline if a deal is reached.  Despite these concerns, many investors believe that MP's role as a key U.S. rare earth supplier, supported by government initiatives, positions it for long-term growth regardless of trade outcomes.  Bullish sentiment remains due to the company's potential in a sector vital for defense and technology, emphasizing the importance of domestic rare earth production.

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Chinese companies have begun to dominate Southeast Asia's online shopping market

ByteDance's TikTok Shop and Alibaba's AliExpress are going global taking large chunks of the overseas e-commerce market, according to Bain and Company...

Wall Street Analysts Think Alibaba (BABA) Is a Good Investment: Is It?

According to the average brokerage recommendation (ABR), one should invest in Alibaba (BABA). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Cathie Wood pours $19.2 million on biotech stock, trims favorite

Love her or roll your eyes, Cathie Wood's bets are virtually impossible for investors to miss.With clear theses and gutsy bets early on, the ARK Invest boss is willing to flip the script when the...

Alibaba (BABA) Beats Stock Market Upswing: What Investors Need to Know

Alibaba (BABA) reached $179.45 at the closing of the latest trading day, reflecting a +2.72% change compared to its last close.

&nbsp;<ul class="summary-bullets"><li>Alibaba’s Quark AI Glasses went on presale Friday for $660, with a price as low as $519 for its e-commerce platform members.&nbsp;</li><li>Goldman expects long battery life and powerful AI features that focus on interaction with real subjects to attract more potential customers.</li><li>Morgan Stanley sees wearables as generally a "long-term call options" unlikely to affect numbers over the next few years.</li></ul>Last week, Alibaba Group Holding Ltd. (BABA) unveiled its <a href="https://stocktwits.com/news-articles/markets/equity/alibaba-ai-glasses-to-be-priced-at-659-presale-on-oct-24/cLG4WFER3AY">Quark AI Glasses</a>, with presales starting on Friday, just in time for capitalizing on the ‘Singles Day’ shopping festival. Meta Platforms, Inc. (META), the frontrunner, now faces competition not only from Alibaba but also from a slew of Chinese names.Against this backdrop, Goldman Sachs analysts weighed in on the competitive dynamics shaping up and their impact on the supply chain.<h2 class="st-heading-2">Smart AI Glasses — A Crowded Field?</h2>Goldman sees the continuous launch of glasses with artificial intelligence (AI) and augmented reality (AR) benefiting the supply chain in Greater China, a CNBC report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/26/chinese-rivals-to-metas-ai-glasses-pile-up-how-goldman-is-playing-the-trend.html">stated</a> on Sunday.Mark Zuckerberg-led Meta announced&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-inches-up-after-hours-as-zuckerberg-unveils-799-ai-glasses-analyst-calls-it-best-bang-for-the-buck/chDchFWRd6w">upgrades to its smartglass lineup</a> in mid-September, including the Meta Ray-Ban Display glasses, advanced AI glasses with a full-color, high-resolution display, priced at $799. Alibaba’s Quark AI Glasses went on presale for $660, with a price as low as $519 for its e-commerce platform members. Deliveries would start in December.&nbsp;Xiaomi, known for its smartphones, began selling smartglasses in China last summer that allow users to tap the frame to change the lens tint. Meizu, HTC and startup INMO have all launched smartglasses over the past three months, while ByteDance and Chinese startup RayNeo are also due to release their versions in the next few months, the report said.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> is among the top five trending equity tickers on Stocktwits by late Sunday. Retail sentiment toward the stock remained 'bearish,' with 'low' message volume on the stream, ahead of the company's quarterly results on Wednesday.<figure class="image"><img style="aspect-ratio:619/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_26_at_11_32_07_PM_png_11228a77c7.webp" alt="Screenshot 2025-10-26 at 11.32.07 PM.png" width="619" height="53"><figcaption>META sentiment and message volume as of 11:30 p.m. ET, Oct. 26 | source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Tech Features To Increase Uptake&nbsp;</h2>Goldman expects long battery life and powerful AI features that focus on interaction with real subjects to attract more potential customers. The firm noted that Meta has sold more than 3 million units of its second-generation Ray-Ban Meta Glasses in less than two years.&nbsp;Following the Meta Connect annual event in which the company launched its latest smart AI glasses, Morgan Stanley analyst Brian Nowak said, “META's leading proprietary hardware, AI native integration and unique data sets are key differentiators to capture this outsized opportunity.”The analyst, however, sees wearables as generally a "long-term call options" unlikely to impact numbers over the next few years. “That said, it is important to monitor how these products are improving as META continues on its multi-year vision to integrate leading large-language models (LLMs) and agentic capabilities into next-generation wearables,” they said.<h2 class="st-heading-2">Advantage Supply Chain</h2>Goldman listed the following Greater China suppliers as beneficiaries of the slew of smartglass launches:-Omnivision, which makes liquid crystal on silicon (LCoS) used in Meta Rayban Display-Shenzhen-based Lingyi, which has 15% revenue exposure to the AI/AR glasses supply chain-Hong Kong-listed AAC that makes a range of sensors and slim speakers used in consumer electronics and has about 5% exposure to the AI/AR glasses supply chainFor updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-china-trade-talks-huge-groundbreaking-moment-for-tech-sector-says-analyst/cLGitJjR3tU">US-China Trade Talks In Malaysia Could Pave Way For ‘Huge Groundbreaking Moment’ For Tech Sector, Says Analyst: ‘Darker Bear Scenarios Off The Table’</a>

People visit the booth of the smart glasses during the Hong Kong Electronics Fair on October 13, 2025 in Hong Kong, China. 

Meta Faces Rising China Challenge As Alibaba, Xiaomi Join AI Smartglasses Race: Goldman Sees Supply Chain Winners

Goldman expects long battery life and powerful AI features that focus on interaction with real subjects to attract more potential customers.

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 Meta stock, Meta stock price, Alibaba stock, Alibaba stock price, BABA stock, BABA stock price, AI Glasses, artificial intelligence, AI, Xiaomi, HTC


Cathie Wood buys $17.2 million of tumbling tech stock

Cathie Wood, head of Ark Investment Management, targets tech companies she believes will lead the next wave of innovation.Sometimes she buys them on the way down, hoping for a bargain. That's what...

<ul class="summary-bullets"><li>China’s market regulator conducts checks at major food-delivery firms’ offices.</li><li>These inspections are part of ongoing probes as Beijing reviews the sector for anticompetitive and quality concerns.</li><li>With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.</li></ul>Officials from China’s competition regulator conducted checks at the offices of the country’s leading food delivery operators, Alibaba Group Holding Ltd.’s Ele.me, Meituan, and JD.com Inc. this month, according to a Bloomberg report citing an article in the Chinese publication Economic Observer.ByteDance Ltd.’s Douyin was also among the companies investigated.The reported inspections are the latest in Beijing’s scrutiny of the domestic food delivery sector. The country’s three largest platforms have been locked in an intense price war this year, drawing criticism from top leadership concerned about price distortion and anticompetitive practices.&nbsp;In July, President Xi Jinping backed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-warns-against-disorderly-ai-race-as-local-tech-giants-chase-us-rivals/chtTBDeRdZz">campaign</a> to curb “disorderly competition,” and earlier this month, China’s economic planning agency and market regulator announced new measures to support the initiative. Authorities have also cited consumer complaints about food and service among the issues they are probing.The investigations are ongoing, and platforms are preparing materials requested by the authorities, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-24/beijing-probes-food-delivery-companies-quality-control-report">report</a>.&nbsp;The development comes amid a high-stakes war in China's food-delivery space, where companies have resorted to aggressive discounting to undercut rivals.The competition escalated earlier this year when JD.com entered&nbsp;the space, prompting Meituan and Alibaba's&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://ele.me">Ele.me</a> to double down on promotions and subsidies to keep customers from jumping to rival services.On Stocktwits, the retail sentiment was ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> and ‘extremely bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/JD">JD</a> as of early Friday. Alibaba’s shares are up 105% year-to-date, while JD’s shares have declined 2.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A food delivery rider of JD Takeaway, the food delivery service under China's e-commerce giant JD.com, rides an electric bicycle along a road on April 22, 2025 in Beijing, China. (Photo by VCG/VCG via Getty Images)

Alibaba, Meituan, JD.com: Watch These Stocks As China’s Latest Probe Said To Target Food-Delivery Quality

With JD’s entry earlier this year, China’s food-delivery market has become highly competitive.

<ul class="summary-bullets"><li>According to a CNBC report, the price of the product, known as Quark AI Glasses, during pre-sale would be at 4,699 yuan.</li><li>The report added that Alibaba will begin shipping the product&nbsp;in December.</li><li>The eyewear would help with a variety of tasks, including hands-free calling, music streaming, and real-time language translation, the report said.</li></ul>Alibaba (BABA) has reportedly announced the price of its soon-to-launch artificial intelligence glasses, which would go on pre-sale on October 24 on its e-commerce platform Tmall.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/23/alibaba-prices-ai-glasses-at-660-and-launches-chatgpt-rival.html">CNBC report</a> on Thursday, the price of the product, known as Quark AI Glasses, during pre-sale would be at 4,699 Chinese yuan ($659.4), and after applying several discounts, it would cost 3,999 yuan.The report added that Alibaba will begin shipping the product&nbsp;in December. U.S.-listed shares of Alibaba rose nearly 2% in premarket trading on Thursday.<h2 class="st-heading-2">Quark AI Glasses</h2>The CNBC report noted that Alibaba had first unveiled the Quark AI Glasses launch in July. It was one of the first products of its kind from Alibaba, and the glasses use the company’s Qwen large language model and its Quark AI assistant, it said.The report added that the eyewear would help with a variety of tasks, including hands-free calling, music streaming, and real-time language translation.CNBC reported that the Quark AI glasses are competing with Meta Platforms (META) smart glasses, which are made in collaboration with Ray-Ban.&nbsp;With the launch of Quark AI glasses, Alibaba will compete with another China-based consumer electronics player, Xiaomi, which unveiled its AI glasses this year, the report said.<h2 class="st-heading-2">AI Chat Assistant In Quark App</h2>Alibaba said it has launched advanced AI chat features in its Quark app as part of its plans to reach more individual users.&nbsp;Quark's chat feature enables users to communicate via text or voice, leveraging Alibaba’s advanced Qwen3 models. According to the company, the feature delivers improved reasoning, understanding, and task-handling performance.Retail sentiment on Alibaba remained unchanged in the ‘bearish territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/BABA">U.S.-listed shares of Alibaba</a> have gained over 95% this year.1 Chinese Yuan = $0.14For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/alibaba-puts-ai-chat-in-quark-app-eyes-consumers-in-latest-growth-push/cLG4ayxR3AL">Alibaba Puts AI Chat In Quark App, Eyes Consumers In Latest Growth Push</a>

2025/07/18: The "Alibaba" logo on a blue background at the 3rd China International Supply Chain Expo. 

Alibaba’s AI Glasses To Be Priced At $659, Pre-Sale Planned On October 24 Via Its E-commerce Platform Tmall: Report

According to a CNBC report, the price of the product, known as Quark AI Glasses, during pre-sale would be 4,699 yuan.

Alibaba prices AI glasses at $660 to rival Meta and launches ChatGPT challenger

The Quark AI glasses and chatbot product highlight an increasing area of focus for Alibaba AI that is aimed at consumers...

<ul class="summary-bullets"><li>Alibaba introduces an AI chat assistant in its Quark app.</li><li>The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.</li><li>BABA shares have declined this month but are still up about 97% year-to-date.</li></ul> Alibaba Group Holding Ltd. on Thursday introduced advanced AI chat features to its Quark app, which originally launched as a browser but was repositioned earlier this year as the company’s flagship consumer platform.&nbsp;The move underscores the Chinese tech giant’s broader play targeting individual users, after previously focusing its AI efforts primarily on enterprise clients.Alibaba’s U.S.-listed shares rose 1.9% in early premarket trading; the company’s Hong Kong stock closed 1.7% up on Thursday.Quark’s new chat feature lets users interact through text or voice, and is powered by Alibaba’s latest Qwen3 models. It offers enhanced reasoning, comprehension, and task execution capabilities, the company said.The app had 6.96 million monthly active users in September, Reuters reported, citing figures from AI product tracker Aicpb.com. Market leader ByteDance's Doubao had 150 million monthly active users, while DeepSeek had 73.4 million, and Tencent followed with 64.2 million.Alibaba has moved swiftly in launching new AI features and upgrades to its large language models, bolstering investor confidence and helping its stock nearly double in value this year.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA</a> was ‘bearish,’ unchanged from the previous day. The stock, down about 13% from its recent record high earlier this month, remains up 97% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Puts AI Chat In Quark App, Eyes Consumers In Latest Growth Push

The feature is powered by the company's latest Qwen3 models and offers enhanced reasoning, comprehension, and task execution capabilities.

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.

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