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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending due to recent details about CEO Ryan Cohen's performance-based compensation plan, which links his payout to achieving substantial market cap and EBITDA targets. This news has sparked widespread debate, with many retail investors seeing it as a strong alignment of interests and a bullish signal, while others express skepticism regarding the ambitious goals and potential for dilution. Community discussion is heavily focused on the stock's long-term trajectory, persistent short interest, and speculative catalysts.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax (NVAX) is trending as investors eagerly anticipate potential announcements from its upcoming participation in the J.P. Morgan Healthcare Conference, following an extended period of management silence. Community discussions are heavily centered on extreme frustration with CEO John Jacobs, fueling speculation around an imminent major partnership, a full company buyout, or a looming proxy battle from activist investor Shah Capital to unlock shareholder value. Many are also eyeing its significant short interest for a potential squeeze, given underlying optimism about its vaccine technology.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is a trending topic amidst an escalating bidding war for Warner Bros. Discovery assets, where Paramount Skydance's all-cash offer is positioned as a superior alternative to Netflix's deal, further fueled by recent analyst price target adjustments. The community remains sharply divided, with some investors seeing a "falling knife" due to potential acquisition debt and regulatory scrutiny, while others view the current price action as an "oversold" opportunity ahead of anticipated earnings.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending due to heightened speculation surrounding former President Trump's renewed interest in a U.S. acquisition or strategic involvement in Greenland, where CRML holds significant rare earth deposits. The community is buzzing with bullish sentiment, anticipating a potential short squeeze as upcoming diplomatic meetings underscore Greenland's critical role in securing vital minerals for national security and emerging technologies.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending due to widespread community belief in an ongoing short squeeze, fueled by reports of tightening physical silver supply and its growing designation as a critical mineral for industrial demand from sectors like AI and EVs. While many anticipate substantial price appreciation, a significant bearish contingent warns of an impending sharp pullback, pointing to potential rebalancing activities and historical market behavior.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Concerns over the Federal Reserve's independence, amplified by news of its Chair being under criminal investigation, are driving significant safe-haven demand for GLD. This, alongside escalating geopolitical tensions and fears of currency debasement, has the community actively discussing gold's role as a vital hedge, despite some warnings of an overextended market.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing significant volatility and trending due to reports of a Department of Justice criminal investigation into Federal Reserve Chair Jerome Powell, with Powell asserting it's political retaliation over the Fed's independent rate policies. This development is causing widespread market uncertainty, as investors and traders discuss the potential impact on the Federal Reserve's autonomy and broader financial stability. The community is actively debating whether this represents a critical attack on the central bank's independence or an overreaction to politically charged events.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as the biopharma sector anticipates significant M&A activity, driven by major patent expirations and a demand for late-stage oncology assets. Community discussion centers on the potential for a partnership or acquisition, buoyed by recent favorable regulatory developments, though some investors voice frustration over the company's valuation amidst its promising clinical pipeline.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is a major topic due to a recent Bank of America downgrade and intensifying competition in the weight-loss market with Amazon Pharmacy now offering Novo Nordisk's GLP-1 pill. While many in the community are bracing for further declines, a strong contingent of bulls views the sell-off as a compelling long-term buying opportunity, emphasizing Hims' vertical integration, international expansion, and potential for a short squeeze.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings Limited (ANPA) is seeing significant trending interest following news of a strategic acquisition involving a prominent TikTok personality and a recent private placement. The community is actively discussing the stock's low float and the potential for a massive short squeeze, drawing comparisons to other historically volatile Hong Kong-based IPOs. While many are anticipating further explosive price action, others are expressing strong caution about its current valuation and the sustainability of its rapid ascent.

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<ul class="summary-bullets"><li>Google said it is partnering with top retail chains that have signed up for its new agent AI tool.</li><li>Walmart, Papa John’s, Kroger, and others are using Google AI technology to power bespoke features in their consumer applications.</li><li>Google, as well as AI rival OpenAI, now allows shopping from within Gemini and ChatGPT apps.</li></ul>Alphabet-owned Google is stepping up its push into AI-powered retail, rolling out a range of new tools and partnerships with retailers and consumer brands.Walmart, Papa John’s, Kroger, and others said on Sunday they were using Google’s technology in AI-assisted shopping. The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://blog.google/company-news/inside-google/message-ceo/nrf-2026-remarks/">development</a> comes as Google's latest Gemini 3 AI model is getting&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-ceo-goes-gaga-over-google-gemini-3-after-openai-ceo-sam-altman-elon-musk-heap-praise/cL5GxbIREf1">high praise</a> from users.The AI push in retail has been underway since last year. OpenAI rolled out Instant Checkout last fall, enabling users to purchase products directly inside its ChatGPT chatbot; Walmart later said its products are available to purchase from the AI bot.&nbsp;Microsoft&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-s-ai-powered-shopping-agents-aim-to-streamline-retail-operations/cmUbgsIR457">followed</a> in January 2026, unveiling a comparable checkout capability for its Copilot assistant. Meanwhile, consumers&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rise-of-agentic-shopper-ai-makes-shopping-a-background-affair-walmart-amazon-join/cLICKplREFV">heavily used AI</a> – from AI recommendations to virtual trails – during the bygone holiday shopping season.Here’s how consumers are using Google AI, as per the latest disclosure.WalmartWalmart and Google plan to launch a new experience that pairs Google's Gemini with Walmart and Sam's Club's assortment to make shopping more "intuitive, reliable and perfectly aligned with the rhythms of everyday life," the company said.&nbsp;The new experience will be built by Walmart and accessible directly within Gemini using the Universal Commerce Protocol.Walmart also plans to expand its drone delivery program to cover an additional 150 stores and over 270 consumer locations, as part of a separate partnership with Google’s drone unit Wing.Papa John'sThe pizza chain expanded its deal with Google Cloud, where it's using Google’s new Good Ordering Agent. The tool, part of Gemini Enterprise for Customer Experience, offers a fully unified voice-and-text AI ordering system to remove friction across customer touchpoints.&nbsp;The capabilities would be available in Papa John’s mobile app and website, as well as for ordering via telephone, kiosks, and in-car systems.Home DepotHome Depot also expanded its partnership with Google Cloud. Through the deployment of Google Cloud's AI, The Home Depot is "extending its home improvement expertise from the store aisles to customers' fingertips, including new capabilities in its Magic Apron assistant, AI-powered product list builders for pros, and new tools to improve customer and store support," the company said.Customers can now describe their projects in plain language, and Magic Apron moves beyond simple search results to provide expert conversational advice and personalized recommendations for everything from&nbsp;fixing a leaky faucet to full kitchen remodels, the home goods retailer said.KrogerThe Kroger Co. said it is using the new slate of tools in Google Cloud. The retailer is testing Google’s shopping agent, which helps customers compare grocery items, personalizes their shopping experience, and handles purchasing, the company’s chief digital officer and executive vice president told the Wall Street Journal.The capabilities are available in the Kroger mobile app.HoneywellApart from retailers, Honeywell launched a new AI-enabled retail tool to enhance the in-store shopping experience for consumers, developed in collaboration with Google Cloud and 66degrees.The Smart Shopping Platform helps shoppers locate their desired products, compare similar items, and find relevant substitutions when products are unavailable, Honeywell said.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-to-surge-35-wedbushs-dan-ives-predicts-ai-packed-2026/cmU9VsTR43n">Apple Stock To Surge 35%? Wedbush’s Dan Ives Predicts AI-Packed 2026, Tim Cook Staying On — And A Google Tie-Up</a>

A consumer scanning a product in a mobile app at a retail store. (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Google Turns AI Into A Checkout Button For Big Retail — Walmart, Kroger, Papa John’s Are Already In

AI players such as Google and OpenAI have made big moves in the retail and consumer spaces lately.

Equity

AI players such as Google and OpenAI have made big moves in the retail and consumer spaces lately.


<ul class="summary-bullets"><li>Dan Ives has set a $350 price target on Apple shares, citing strong iPhone momentum and upcoming AI updates.</li><li>Amid speculation about Apple's CEO transition, Ives said Tim Cook is expected to stay on until the end of next year.</li><li>Stocktwits sentiment for AAPL has climbed consistently over the past&nbsp;week to ‘extremely bullish.’</li></ul>Apple, Inc. CEO Tim Cook is expected to stay on till the end of 2027 to support the iPhone maker’s effort in artificial intelligence, a top analyst said, adding that Apple would announce significant AI features in partnership with Google this spring.Wedbush analyst Dan Ives said Cook’s tenure “remains an integral period for Cupertino to design and execute on its broader Al Revolution strategy.” Over the past year, CEO succession at Apple has emerged as a hot topic. While some reports say Cook, 65, and the Apple board have begun preparing for an eventual transition, others suggest such discussions are premature.<h2 class="st-heading-2">Ives’ Bullish View</h2>The analyst, known for his often bullish views on tech, set a $350 price target for Apple, implying about 35% upside from the last close. By comparison, analysts on average expect the stock to rise around 11% over the next 12 months, according to Koyfin.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> have had a relatively muted run lately, gaining just 8.5% in 2025 and falling 4.6% so far this month.Ives made two major forecasts in his preview he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2010501128329318643/photo/1">posted</a> on X on Sunday: Apple would sign up with Google as its exclusive partner for Apple’s AI feature, and it would finally launch its revamped, AI-powered Siri assistant at the Worldwide Developers Conference (WWDC) in March-April.“We would expect an AI-driven subscription service to be launched,” Ives said. Apple has faced persistent delays in rolling out long-promised AI features that are already available on rival devices, attracting a string of negative publicity.Bloomberg reported in November that Apple was close to signing a $1 billion-a-year deal to use Google AI for Siri. Apple has about 2.4 billion active iOS devices and 1.5 billion iPhones in the market – one of the highest installed bases for any consumer gadget company.<h2 class="st-heading-2">Business Strength, Retail View</h2>On the business side, Ives noted a rebound in Apple’s China business and strong momentum for its latest iPhone 18 line.&nbsp;“We are seeing strength in the China market in particular which should continue for Apple as a growth tailwind heading into the tail end of this iPhone 17 cycle and kicking off iPhone 18 this September,” he said, also forecasting that Apple will announce its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-has-at-least-8-i-phone-models-in-the-works/cLeJ0srREpE">rumoured foldable iPhone</a> at the September–October launch event.On Stocktwits, retail sentiment for AAPL has climbed steadily over the past week and was ‘extremely bullish’ as of late Sunday.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_at_9_58_52_AM_png_335de3b95a.webp" alt="Screenshot 2026-01-12 at 9.58.52 AM.png" width="724" height="332"><figcaption>AAPL stock and retail sentiment over the past week. | Source: Stocktwits</figcaption></figure>“Apple is playing AI very smart,”&nbsp;<a href="https://stocktwits.com/jobTrader/message/641449361">said</a> on user. “All the companies spending money on AI are going to have [a] hard time when their earnings hit. $1 billion a year for Gemini is just peanuts for Apple AI. They don’t need AI to do anything crazy than Gemini can do.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trumps-10-credit-card-rate-cap-explained-visa-mastercard-at-risk/cmU9mHzR43m">Trump’s 10% Credit Card Rate Cap Explained: Are Visa, Mastercard, American Express At Risk?</a>

Apple CEO Tim Cook holds up a new iPhone 17 Pro during an Apple special event at Apple headquarters on September 09, 2025 in Cupertino, California. 

Apple Stock To Surge 35%? Wedbush’s Dan Ives Predicts AI-Packed 2026, Tim Cook Staying On — And A Google Tie-Up 

Apple may partner with Google to power Apple Intelligence and the revamped Siri, according to the analyst.

Alphabet Inc. $GOOG Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.9% in the third quarter, according to its most recent filing with the SEC. The...

CWA Asset Management Group LLC Grows Stake in Alphabet Inc. $GOOG

CWA Asset Management Group LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.2% in the third quarter, according to the company in its most recent 13F filing with the Securities...

Fischer Financial Services Inc. Sells 5,129 Shares of Alphabet Inc. $GOOGL

Fischer Financial Services Inc. trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 7.9% in the third quarter, according to the company in its most recent 13F filing with the...

Suncoast Equity Management Increases Stake in Alphabet Inc. $GOOGL

Suncoast Equity Management grew its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC...

Alphabet Inc. $GOOGL Stock Position Trimmed by Lazard Freres Gestion S.A.S.

Lazard Freres Gestion S.A.S. cut its stake in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 0.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities...

Alphabet Inc. $GOOGL Shares Acquired by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 12.2% in the 3rd quarter, according to its most recent disclosure with the...

Sterling Investment Counsel LLC Has $6.83 Million Stock Holdings in Alphabet Inc. $GOOGL

Sterling Investment Counsel LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 26.7% during the third quarter, according to its most recent disclosure with the Securities and...

Alphabet Inc. $GOOGL Stock Position Increased by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR grew its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 0.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and...

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

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Yes — Rates Move Meaningfully Lower

Short-Term Dip, No Lasting Impact

No — Mostly Political Noise

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President Trump says he’s directing $200 billion into mortgage bond purchases to bring down rates and improve housing affordability. With questions around execution, authority, and real market impact, do you think this move will actually lower mortgage rates in 2026?

Will Trump’s Mortgage Bond Plan Actually Lower Rates in 2026?

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