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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 is trending due to a mix of factors, including a reported record demand for its $25B bond sale aimed at funding AI expansion, and discussions around Zuckerberg's hints at selling compute power. Community chatter revolves around whether the AI spending is justified and if the stock's dip presents a buying opportunity, with some citing the company's cheap valuation compared to its peers. Despite positive revenue, a one-time tax bill seems to be weighing on sentiment.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is trending as investors anticipate the company's earnings report, with debates swirling around potential IV crush and the impact of ad revenue performance. Community members are weighing bullish predictions against concerns of a possible pullback, influenced by Meta's recent performance. Discussions also include the potential for a Google AI deal to boost the stock.

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Queen Kitty

Queen Kitty ($QKITTY) is trending amid discussions about its upcoming DEX and SWAP features, with the community expressing excitement for potential updates and passively earning interest via its trading bot. Despite some users reporting losses, the overall sentiment is optimistic, particularly within the Solana ecosystem.

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 downwards as discussions center on a recent sales outlook cut and concerns about slowing customer traffic, particularly among younger, lower-income demographics. Community sentiment is mixed, with some viewing the dip as a buying opportunity while others cite issues like high prices, shrinking portions, and inconsistent quality as reasons for the decline. The broader context involves concerns about consumer spending and potential recessionary pressures affecting the restaurant sector.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending amid unconfirmed buyout rumors, with some traders citing a STAT News report about the company being in talks for a deal. The community is actively debating the validity of these rumors and potential acquisition prices. Some investors also point to the company's pipeline beyond COVID-19 vaccines and short squeeze potential as reasons for optimism.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending amid increased FY25 EBITDA guidance, leading to community discussions around potential re-rating and short squeeze scenarios. Bullish investors are pointing to the company's perceived undervaluation and are hoping to see a short squeeze. Some community members believe that this stock is a feel good story because it is saving lives.

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 potential connections with NVDA, fueled by rumors of meetings in Korea and NVDA's interest in small-cap investments. The community is also focused on the company's reaffirmed guidance for 2025 and beyond, along with the potential impact of a significant contract, while some express frustration over the stock's current low price and trading patterns.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal ($PYPL) is trending amid mixed reactions to recent earnings, a new dividend announcement, and partnerships with OpenAI and Google. While some investors see the partnerships and buybacks as bullish signals and potential for long-term growth, others express frustration with the stock's historical performance and question its ability to sustain gains, pointing to broader market sentiment and sector concerns.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as community members discuss the potential for a short squeeze, driven by high short interest and optimism around the company's pipeline. Chatter revolves around buyout speculation, comparisons to competitors, and anticipation for upcoming presentations at ObesityWeek. The stock's recent performance and market dynamics in the obesity treatment sector are also fueling the conversation.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientific (CORZ) is trending due to shareholder discussions surrounding the pending merger with CoreWeave (CRWV). Many community members express concern that the all-stock offer undervalues CORZ, especially given the company's potential in AI infrastructure, while some believe the deal provides stability and growth opportunities. The rejection of the deal could lead to a repricing, but also carries risks associated with current management and future contracts.

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ETF Areas to Buy on Fed Cuts and Trade Truce Optimism

Fed turns dovish and trade tensions ease. Amid this scenario, tech & growth ETFs could soar along with some other areas. Watch SMH, QQQ, SPYG & IWO as markets may be up for a renewed rally.

Time for Emerging Markets ETFs?

Emerging markets are surging on a weak dollar, Fed cuts & AI-fueled Chinese tech rally. ETFs like EEM & CQQQ are outpacing the S&P 500 in 2025.

Momentum Builds for Emerging Market: ETFs in Focus

Morgan Stanley sees Asia EM recovery by 2026; India remains top ’overweight’

Investing.com-- Morgan Stanley remains cautious on the near-term outlook for Asia and emerging market (EM) equities, citing lingering tariff uncertainty and earnings downgrades, but expects conditions to improve into 2026 as the US dollar weakens and global interest rates fall.

U.S. equities are staging a recovery rally in 2025, buoyed by easing trade tensions after the shock dealt by President Donald Trump’s sweeping tariff blitz last month.&nbsp;As of the last close, the S&amp;P 500 is up about 1% for the year, rebounding sharply after briefly dipping into bear market territory in early April.However, emerging markets have shown more promise. The MSCI Emerging Markets Index — which captures large and mid-cap representation across 24 emerging markets (EM) countries — is up over 10% year-to-date, fueled by optimism over global growth and a weakening U.S. dollar.Still, Wells Fargo investment strategist Austin Pickle thinks the tide may be turning. In a note this week, he argued that investors are too optimistic about EM performance, and that U.S. stocks, particularly large- and mid-cap equities, are poised to outperform in the second half of 2025.“The EM sentiment pendulum has swung too far positive,” Pickle said. “The global economic rebound we expect later in 2025 and the eventual resolution of many trade-related concerns will push EM prices higher, but those returns will lag U.S. markets.”He also cited increased fiscal spending in Europe, the stability of developed markets, and a potential rebound in the dollar (which has fallen over 10% from its January peak) among reasons to overweight advanced-economy equities.Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-05-20/wells-fargo-says-to-buy-us-stocks-and-cut-em-after-strong-rally">noted</a> that his view contrasts with calls from Morgan Stanley, Bank of America, and JPMorgan, which are more favorable toward developing markets.However, Pickle is not alone in his U.S.-leaning stance. BlackRock’s Rick Rieder recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/blackrock-rieder-sticks-to-short-term-bonds-after-moodys-downgrade/ch0dViRRb8s">reaffirmed</a> his bullish view of America’s economy, despite the Treasury market volatility following Moody’s downgrade of the U.S. credit rating.Retail sentiment is shifting in the same direction. On Stocktwits, sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) — which tracks the benchmark index's performance — remains ‘extremely bullish’ as it did six months ago.Over the past three months, retail following for SPY has risen by more than 4%, and message volume has jumped 18%.Meanwhile, sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/EEM">iShares MSCI Emerging Markets ETF</a> (EEM) has changed from ‘bullish’ to ‘bearish’ in the last six months.&nbsp;Its Stocktwits following is up only 0.6% in the past three months, while message volume has barely moved, reflecting growing caution among retail traders.<figure class="image"><img style="aspect-ratio:1322/1536;" src="https://news.stocktwits-cdn.com/SPY_sentiment_meter_and_messahe_volume_as_of_May_20_png_3e9fa22e18.webp" alt="SPY sentiment meter and messahe volume as of May 20.png" width="1322" height="1536"><figcaption>SPY sentiment meter and message volume as of May 20. | source: Stocktwits</figcaption></figure><figure class="image"><img style="aspect-ratio:1314/1346;" src="https://news.stocktwits-cdn.com/EEM_sentiment_meter_and_messahe_volume_as_of_May_20_png_ad8f0236eb.webp" alt="EEM sentiment meter and messahe volume as of May 20.png" width="1314" height="1346"><figcaption>EEM sentiment meter and message volume as of May 20. | source: Stocktwits</figcaption></figure>Recent polls on the platform also indicate renewed optimism toward U.S. markets and economic health. Most retail traders&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/will-the-us-enter-a-recession-this-year-most-retail-traders-feel-it-s-unlikely/ch0ciVORbFL">believe</a> America will not enter a recession in 2025, and a majority&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-investors-embrace-bull-market-stocktwits-poll-reveals-majority-buy-or-hold/chitVyDRbVd">want</a> to buy more or hold their positions following the recent rebound.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange during morning trading on May 12, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

S&P 500 Lags Emerging Markets In 2025, But Wells Fargo Says It’s Time To Reenter US Equities — Retail Traders Agree

Recent polls on Stocktwits also indicate renewed retail investor optimism toward U.S. markets and economic health.

Equity

JPMorgan more upbeat on EM equities, points to country-specific opportunities

Investing.com -- JPMorgan has upgraded emerging market (EM) equities to overweight, citing a combination of improving macro conditions, supportive policy developments, and compelling valuations.

Stock gains may fade as U.S. trade talks progress, BofA’s Hartnett says

Investing.com -- Cash attracted the strongest investor interest in the week to May 7, with money market funds pulling in $51.9 billion, the largest weekly inflow in over two months, according to Bank of America.

BlackRock Institutional Trust Company N.A. - iShares MSCI Emerging Markets ETF

Will Amazon.com ($AMZN) beat quarterly earnings? 
 
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