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Top Taiwanese Hedge Fund Manager Cashes Out Of Nvidia After Nearly 10-Year Ride: 'Can't Fall In Love With A Stock'
June 17, 2025
Jonah Cheng’s liquidation followed fears about delays in GB200 racks, inventory risks, a lack of upward revisions to earnings forecasts, competition from custom-designed chips, and uncertainty around...
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Accenture Analysts Divided Ahead Of Q3 Print As DOGE Actions Cloud Federal Contract Outlook: Retail Stays Wary
June 17, 2025
Morgan Stanley’s James Faucette expects the company to raise the bottom end of its 2025 revenue guidance by 100 basis points, layering in longer-duration managed services contracts.
Via
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Amazon Gets Another Complaint From Labor Board Over Treatment Of Warehouse Workers
June 17, 2025
The National Labor Relations Board has written to the e-commerce giant to reinstate fired workers and ensure union supporters receive the raises, bonuses, and promotions.
Via
Stocktwits
Topics
Law Enforcement
Beauty Retailer Coty Is Reportedly Looking To Sell Its Business: Retail Sentiment Jumps
June 16, 2025
One of the potential buyers for Coty's luxury business is perfume maker Interparfums, although talks are at an early stage.
Via
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Economy
Government
World Trade
Microsoft Strengthens European Cloud Compliance With New Data Protection Measures: Retail Sentiment Sees No Traction
June 16, 2025
Microsoft enhanced its European cloud offerings with advanced data control, sovereignty, and privacy tools, ensuring local data processing, stricter access oversight, and customer-managed encryption.
Via
Stocktwits
Topics
Artificial Intelligence
Leerink Initiates Boston Scientific Coverage With ‘Outperform’ Rating: Stock Rallies But Retail’s Not Overly Excited
June 16, 2025
The new price target of $118 represents an upside of over 18% from the stock’s closing price of $99.74 on Friday.
Via
Stocktwits
Celsius Stock Rallies With TD Cowen’s Bullish Outlook, But Retail Keeps Neutral Ground
June 16, 2025
The analyst highlighted the company’s improved sales, innovative products, strategic marketing, and the acquisition of Alani Nu.
Via
Stocktwits
NextCure Inks $745M Deal With Simcere For Cancer Drug: Retail’s More Optimistic Despite Stock’s 27% Decline
June 16, 2025
The newly announced partnership aims to develop SIM0505, a novel antibody-drug conjugate developed by Simcere Zaiming for the treatment of solid tumors.
Via
Stocktwits
AbbVie Says Cancer Drug Failed To Prolong Survival In Late-Stage Study: Retail’s On The Fence
June 16, 2025
The company stated that no safety signals were observed in the study comparing the efficacy and safety of Venetoclax in combination with Azacitidine compared to Azacitidine and placebo in the treatment...
Via
Stocktwits
Sonim Technologies Stock Doubles After Company Confirms DOOGEE's Acquisition Proposal, Retail Goes All In
June 16, 2025
Sonim’s Special Committee, tasked with overseeing strategic alternatives, acknowledged the proposal but noted that it lacks the information needed to properly assess the offer.
Via
Stocktwits
Sarepta Therapeutics Stock Plunges On Multiple Downgrades Following Patient Death: Retail Questions ‘Crazy’ Price Targets
June 16, 2025
Piper Sandler cut its Elevidys peak sales estimate to $1.7 billion from $2.4 billion.
Via
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Death
Adobe Draws Retail Praise After Its LLM Optimizer Targets AI-Era Brand Engagement
June 16, 2025
Adobe’s LLM Optimizer helps businesses track AI-driven traffic, improve brand visibility, and engage customers.
Via
Stocktwits
Topics
Artificial Intelligence
Eli Lilly To Offer Highest Doses Of Weight-Loss Medicine On Its Digital Health Platform, But Retail Wants More Good News
June 16, 2025
Healthcare providers can begin prescribing the 12.5 mg and 15 mg vials on July 7, and shipments to patients will start in early August.
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Stocks
Roku Stock Jumps After Amazon Ads Partnership, Retail Joins The Party
June 16, 2025
The arrangement will offer exclusive access to 80 million U.S. CTV households via Amazon DSP, enabling advertisers to improve reach, targeting accuracy, and reduce ad repetition significantly.
Via
Stocktwits
High-flying Palantir Stock Eyes Fresh Peak As Retail Exuberance Grows Despite Overbought Levels
June 16, 2025
Loop called Palantir an “early software leader” in enterprise AI, which, according to the research firm, was at a tipping point.
Via
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Artificial Intelligence
Apple India iPhone Sales Reportedly Sparkle In Q2 — But Retail On Sidelines Amid Intensifying Israeli-Iran Conflict
June 16, 2025
After the steep China levies imposed by the Trump administration, Apple quickly shifted some of its iPhone assembly to India.
Via
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Government
World Trade
More Activist Heat On Victoria’s Secret: Barington Capital Reportedly Pushes For Big Changes After Building Stake
June 16, 2025
The lingerie brand is already fighting to fend off a challenge from key shareholder BBRC International, which is blaming the company's board for poor performance.
Via
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World Trade
Newell Brands Upgraded To 'Overweight' By JPMorgan On Sharper Product Focus, Lower Headcount
June 16, 2025
The investment bank also noted that the company, which primarily manufactures in the US, is largely insulated from tariff headwinds.
Via
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World Trade
Amazon Bets Big On Australia With $13B Cloud Infrastructure Push To Support AI Boom
June 16, 2025
This development follows similar capacity expansion in India, Thailand, Taiwan, and the U.S.
Via
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Topics
Artificial Intelligence
Economy
World Trade
End Of An Era: Leonard Lauder, Who Turned Estée Lauder Into A Global Beauty Empire, Passes Away At 92
June 15, 2025
He helped transform the business from a handful of products sold under a single brand in U.S. stores to a multi-brand cosmetics and beauty giant.
Via
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Death
Jefferies Names Akero Therapeutics, Scholar Rock As Biotech Companies With Takeover Potential, But Retail Isn’t Pleased
June 13, 2025
Jefferies thinks big pharma companies are "still on the hunt" for deals.
Via
Stocktwits
Merck Gets FDA Approval For Keytruda To Treat A Broader Population Of Head And Neck Cancer Patients: Retail Stays Bullish
June 13, 2025
In the U.S., it is estimated there will be approximately 72,680 new cases of head and neck cancer diagnosed and more than 16,680 deaths from the disease in 2025, Merck said.
Via
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Death
Adobe Stock Slides as AI Optimism Reportedly Fades, But Retail Remains Defiantly Bullish
June 13, 2025
Investors are growing cautious about the timeline and payoff of Adobe’s AI initiatives, despite the company beating Q2 estimates and raising its full-year revenue forecast.
Via
Stocktwits
Topics
Artificial Intelligence
Curiosity’s New Global Content, AI Licensing Deals Fail To Lift Retail Mood
June 13, 2025
Curiosity expands global reach through new international licensing deals across broadcasters and platforms, while tapping into AI training markets with its vast library of factual video and audio...
Via
Stocktwits
Topics
Artificial Intelligence
Google May Escape UK Ad Oversight After Privacy Sandbox Shift, But Retail Investors Remain Cautious
June 13, 2025
The UK’s CMA is reviewing whether to lift commitments on Google’s Privacy Sandbox after the tech firm dropped plans to prompt Chrome users on third-party cookie blocking.
Via
Stocktwits
Topics
Economy
AST SpaceMobile Secures 80-Year US Spectrum Rights In $550M Deal: Retail Applauds The Arrangement
June 13, 2025
AST SpaceMobile secured rights to 45 MHz of mid-band satellite spectrum, enabling faster mobile data from space and boosting plans for nationwide broadband coverage with speeds up to 120 Mbps.
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Supply Chain
Apple Supplier Reportedly Sends More India-Made iPhones To US To Mitigate Tariff Impact: Retail Turns Cheery
June 13, 2025
A Reuters report stated that between March and May 2025, nearly 97% of iPhones assembled by Apple's primary supplier in India, Foxconn, were shipped to the U.S.
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Government
Supply Chain
World Trade
Tesla Launches Upgraded Model S, X In US, Raises Prices On All Variants By $5,000
June 13, 2025
While the Model S sedan now has a starting price of $84,990, the Model X SUV comes with a tag of $89,990.
Via
Stocktwits
Luxury Furnishing Firm RH Surprises With Q3 Profit: Retail Enthusiasm Jumps As Shares Rally
June 13, 2025
The company said it is working to mitigate the impact of tariffs by reorganizing its production globally.
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Earnings
Government
World Trade
AMD Launches New AI Chips To Take On Nvidia — Market Shrugs, But Retail Turns Bullish
June 13, 2025
The Lisa Su-led company also said its end-to-end, open-standards rack-scale AI infrastructure meant for hyperscalers will be broadly available in the second half of 2025.
Via
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Artificial Intelligence
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