SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A disappointing fiscal fourth-quarter report, including a revenue miss, wider loss and large impairment tied to the transition from Bitcoin mining to AI infrastructure, has driven IRENs sharp selloff. Traders are divided between concerns over heavy capital spending, dilution, unclear guidance and management credibility, and optimism that contracted AI-cloud demand and the Microsoft ramp will support the longer-term pivot.

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

NVIDIAs strong earnings and upbeat AI-demand outlook have been followed by a sharp pullback, with traders attributing the weakness to profit-taking, priced-in expectations, options activity and a hawkish interpretation of Fed Chair Warshs speech. Bulls view it as a healthy consolidation and maintain that AI demand remains strong, while bears debate valuation, circular financing and whether the AI trade is forming a bubble.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is drawing attention amid a broad AI/data-center selloff linked by traders to Treasury yields, Fed-rate concerns, sector rotation and positioning around Nvidias results. Bulls argue the weakness overlooks the companys contracted infrastructure backlog and potential project or ChronoScale updates, while skeptics point to management silence, technical deterioration and financing risks.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention after Marvell delivered a narrow beat and raised its outlook, but traders focused on near-term gross-margin compression, elevated valuation, and the fact that much of the Google custom-AI opportunity is reflected in forecasts with the largest impact expected later. The community is split between bears calling the stock overvalued and expecting further downside, and bulls viewing the reaction as an overdone repricing and buying opportunity ahead of additional Google details at investor day.

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

Reports that Advent International and Stripe have abandoned their potential acquisition of PayPal removed the takeover premium and triggered a sharp selloff. Traders are divided between bears who see renewed focus on competitive and growth concerns and bulls who view the decline as an overreaction, citing PayPals cash generation, buybacks, and standalone value; the consortium could potentially revisit talks.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Kevin Warshs Jackson Hole speech is driving attention, with traders focused on his concern about persistent inflation, nonrestrictive financial conditions and the possibility of tighter policy, contributing to volatility in SPY and Treasury yields. The community is divided between bearish interpretations warning of rate hikes and further selling, and bullish traders who view the lack of explicit September guidance as a reason to buy dips.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

SpaceXs request for FCC scrutiny of Rocket Labs proposed Iridium acquisition has intensified debate over regulatory risk, merger mechanics and potential dilution, contributing to the selloff. Traders are split between viewing the deal as a strategic expansion and fearing spectrum-related hurdles, ongoing ATM issuance and delays to the Neutron program.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A hawkish reading of Kevin Warshs Jackson Hole speech and rising expectations for a September rate hike are driving a broad semiconductor and AI-trade selloff, weighing heavily on SOXLs leveraged exposure. Traders are divided between expecting further downside amid rate, valuation, and memory-chip concerns and viewing the move as a temporary rotation, with long-term AI infrastructure demand still intact.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

The Treasury's expanded long-bond buyback operations are being read as de facto QE, fueling a debasement narrative that has traders piling into gold as a hedge against dollar weakness and U.S. fiscal instability. With the national debt topping $40 trillion and Warsh's Jackson Hole debut on deck, the community sees this intervention as a green light for precious metals, even as some warn of an overextended move.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Kevin Warshs Jackson Hole speech is driving attention, with traders interpreting his warning that inflation remains elevated and policy may need to stay restrictive as hawkish, lifting rate-hike expectations and Treasury yields while pressuring QQQ and high-growth technology shares. Others view the remarks as deliberately noncommittal or overreacted to, fueling sharp two-way volatility and dip-buying.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Baozun Q2 2026 Earnings Call: Complete Transcript

On Thursday, Baozun (NASDAQ:BZUN) discussed second-quarter financial results during its earnings call. The full transcript is provided below.
This transcript is brought to you by Benzinga APIs. For real-time access toread more...

Baozun Announces Second Quarter 2026 Unaudited Financial Results

Baozun Announces Second Quarter 2026 Unaudited Financial Results Baozun Announces Second Quarter 2026 Unaudited Financial Results PR Newswire SHANGHAI, Aug. 27, 2026 SHANGHAI, Aug. 27, 2026 /PRNewswire/ --Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading...

Baozun to Announce Second Quarter 2026 Unaudited Financial Results on August 27, 2026

Baozun to Announce Second Quarter 2026 Unaudited Financial Results on August 27, 2026 Baozun to Announce Second Quarter 2026 Unaudited Financial Results on August 27, 2026 PR Newswire SHANGHAI, Aug. 13, 2026 SHANGHAI, Aug. 13, 2026 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991...

Baozun Announces Results of Annual General Meeting of Shareholders

Baozun Announces Results of Annual General Meeting of Shareholders Baozun Announces Results of Annual General Meeting of Shareholders PR Newswire SHANGHAI, June 16, 2026 SHANGHAI, June 16, 2026 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a...

Baozun (BZUN) Q1 2026 Earnings Call Transcript

@media (max-width: 768px) {
 .image-container {
 width: 100% !important;
 float: none !important;
 margin: 0 0 1rem 0 !important;
 }
 }

Image source: The Mo...

Full Transcript: Baozun Q1 2026 Earnings Call

Baozun Announces First Quarter 2026 Unaudited Financial Results

Baozun Announces First Quarter 2026 Unaudited Financial Results Baozun Announces First Quarter 2026 Unaudited Financial Results PR Newswire SHANGHAI, May 20, 2026 SHANGHAI, May 20, 2026 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading...

Baozun Schedules Annual General Meeting of Shareholders

Baozun Schedules Annual General Meeting of Shareholders Baozun Schedules Annual General Meeting of Shareholders PR Newswire SHANGHAI, May 15, 2026 SHANGHAI, May 15, 2026 /PRNewswire/ -- Baozun Inc...

Baozun to Announce First Quarter 2026 Unaudited Financial Results on May 20, 2026

Baozun to Announce First Quarter 2026 Unaudited Financial Results on May 20, 2026 Baozun to Announce First Quarter 2026 Unaudited Financial Results on May 20, 2026 PR Newswire SHANGHAI, May 8, 2026...

Baozun (NASDAQ:BZUN) Shares Cross Above 50-Day Moving Average - What's Next?

Baozun (NASDAQ:BZUN) Stock Crosses Above 50 Day Moving Average - What's Next...

$BZUN Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.19 up 246.15% YoY
• Reported revenue of $403.74M up 13.31% YoY
• Baozun revised its 2028 annual non-GAAP income from operations target upward to at least RMB700M from RMB550M, expecting margin expansion in BEC and operating leverage in BBM to achieve this target.

Stocktwits

Baozun

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.19 up 246.15% YoY
• Reported revenue of $403.74M up 13.31% YoY
• Baozun revised its 2028 annual non-GAAP income from operations target upward to at least RMB700M from RMB550M, expecting margin expansion in BEC and operating leverage in BBM to achieve this target.

This account has been verified as an official STOCKTWITS representative.

Verified Account

Stocktwits Earnings

• Reported GAAP EPS of $0.19 up 246.15% YoY
• Reported revenue of $403.74M up 13.31% YoY
• Baozun revised its 2028 annual non-GAAP income from operations target upward to at least RMB700M from RMB550M, expecting margin expansion in BEC and operating leverage in BBM to achieve this target.

Baozun faced soft consumer sentiment, a 9.6% drop in E-Commerce product sales across home and cosmetics categories, ongoing Brand Management operating losses of RMB33M, and higher sales and marketing expenses.

Baozun generated 7.5% net revenue growth to RMB2.74B, returned to operating profitability of RMB63.4M, expanded product gross margin by 499 basis points, and saw Brand Management revenue increase 21.9%.

Baozun, Inc. is a holding company, which engages in the provision of brand electronic commerce (e-commerce) services and solutions. Its services include apparel and accessories, appliances, electronics, home and furnishings, food and health products, beauty and cosmetics, fast moving consumer goods, and mother and baby products, and insurance and automobiles. The firm operates through the E-Commerce and Brand Management segments. The company was founded by Wen Bin Qiu, Jun Hua Wu, and Qing Yu Zhang in August 2007 and is headquartered in Shanghai, China.

Baozun Inc - ADR

Extremely Bullish Sentiment

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

The S&P 500 ($SPY) is headed towards a positive week. What do you think the index's return will look like next week? Vote and explain your reasoning in the comments.

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Feed

News

Sentiment

Earnings

Fundamentals

Info

BZUN Baozun

Fundamentals

Connect Stocktwits to ChatGPT

Latest BZUN News