The market rebounded Friday despite another rise in Treasury yields, with investors favoring catalyst-backed momentum over rate relief.

Materials led as copper and rare-earth names surged, banks pushed the Dow above 53,000, and Bitcoin’s 6.4% jump reignited crypto-linked stocks. The session’s split was just as telling: Tesla rallied through a massive China recall, while Alibaba sank despite 45% cloud growth because AI spending crushed earnings.

Stocktwits heat ran outside the blue chips. $SLS bulls chased another cancer-vaccine read-through, $BABA dip-buyers stayed extremely bullish, and $TGTX traders treated another unconfirmed takeover rumor with appropriate trust issues.

Today's Briefing: Powered by Stocktwits Community API.

Alibaba shares sank Friday after fiscal first-quarter results showed that its cloud business was accelerating, but the spending required to feed it was hitting earnings. The market liked the AI engine and hated the fuel bill. 🧾

The RIP: $BABA fell 8.6% to $119.34 on 2.3x recent volume. Revenue rose 9% to $39.64B, cloud revenue grew 45%, and adjusted earnings per ADS dropped 42% to 8.52 yuan, below the 11.28-yuan estimate. Quarterly capital spending reached 67.7B yuan.

Cloud growth is now strong enough to carry the long-term argument, but holders need it to outrun Alibaba’s planned 380B-yuan three-year AI infrastructure build. The Stocktwits room treated the selloff as an overreaction and kept pointing toward $135 and $150, even as Friday’s close left those levels well overhead. The next report must show that 45% cloud growth can produce expanding margins, not just bigger data-center receipts. ☁️

The Community Read: The $BABA room stayed extremely bullish, inspect the AI spending fight ->

Critical Metals led Friday’s materials rally after CEO Tony Sage said its Tanbreez rare-earth project in Greenland remained on schedule for first production in 2029. USA Rare Earth, Energy Fuels, and copper giant Freeport-McMoRan joined the rush as traders chased the Western critical-minerals buildout. ⛏️

The RIP: $CRML surged 22.6% to $7.11, $USAR jumped 12.6% to $19.26, $UUUU gained 8.9% to $15.14, and $FCX climbed 7.6% to $76.66. Freeport reached a new high, while Critical Metals traded at 2.7x its recent pace.

These stocks offer very different versions of the same trade. Freeport is producing copper and gold now, while Critical Metals is targeting 2029 production and USA Rare Earth burned roughly $184M across operations, capital spending, and equipment deposits during the first half. Retail’s mood captured the gap perfectly: the Critical Metals room stayed bearish despite the 23% rip, while USA Rare Earth and Freeport traders were already calling for $30 and $80. 🔥

The Community Read: The $CRML room stayed bearish as peers ripped, enter the geopolitical cage match ->

Futures data is now live on Stocktwits, powered by CME Group, giving traders real-time access to global markets.

Tradier empowers you to act on that data with fast, reliable execution, extended trading hours, ultra-low commissions, and low capital requirements. With desktop, web, and mobile access, react in real time and explore new opportunities - all with the speed and flexibility active traders need.

Tradier is now offering 1 Year of TradingView Essential PLUS CME Futures market data when you open and fund a futures account.*

Explore new strategies, react in real time, and move with the markets - powered by CME Group, tradable on Tradier.

We'd love to know more about you as a trader - click here to leave feedback

*The TradingView Futures promotion is available to new Tradier customers who register through this page and deposit at least $10,000 within 30 days of opening a Tradier Futures account. Qualified customers will receive 12 months of TradingView Essential and CME Level 1 market data at no cost, plus special Futures commission pricing equal to the Tradier Pro plan. After 12 months, standard rates for TradingView Essential and CME Level 1 market data (as listed on their respective websites) will apply. If you already have a TradingView Essential plan, you’ll receive 12 free months or a discount equal to its value toward your existing plan. To retain the complimentary plans, both the account and required balance must remain active for 12 months. Offer is non-transferable, cannot be combined with other promotions, and is limited to one account per customer or household. Tradier reserves the right to withhold or revoke the offer in cases of suspected fraud or abuse and to end the offer at any time. Before trading options, please read Characteristics and Risks of Standardized Options (https://www.theocc.com/company-information/documents-and-archives/options-disclosure-document). Supporting documentation for any claims, if applicable, will be furnished upon request.

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

Tesla rallied Friday as Nevada regulators cleared a path for a much larger commercial robotaxi service in Clark County. Hours later, China ordered the automaker’s largest recall, covering nearly 3M vehicles whose emergency door releases may be difficult to identify. 🚪

The RIP: $TSLA gained 5.1% to $362.86 on 58.6M shares, or 1.8x its recent pace. Nevada’s permit ceiling reaches 5,000 robotaxis. China’s 2.98M-vehicle recall covers Model 3, Model Y, Model S, and Model X vehicles beginning Sept. 25.

The Nevada approval sets a regulatory ceiling, not a deployment count, so holders still need to see how quickly Tesla adds paying rides and whether its Cybercab clears federal requirements. The China fix relies largely on warning labels and an over-the-air window-control update, limiting repair complexity but leaving an ugly safety headline. Stocktwits bulls were already eyeing the $370s, while bears treated Friday’s strength as another upper-trendline rejection. 🤖

The Community Read: The $TSLA room stayed extremely bullish, follow the robotaxi rollout ->

Bitcoin jumped 6.4% to $77,448 Friday as renewed ETF demand and the liquidity trade sparked by Treasury’s expanded long-bond buybacks lit up crypto-linked stocks. Robinhood led the charge, while Coinbase and Strategy confirmed the move was bigger than one broker. 🚀

The RIP: $HOOD surged 13.7% to $108.13, $COIN gained 8.2% to $186.49, and $MSTR rose 6.1% to $119.25. Robinhood traded at 2.8x its recent volume pace, while Coinbase traded at 2.1x.

Robinhood holders now need Bitcoin’s move to translate into sustained trading activity, not another one-day volume sugar rush. Coinbase traders were already taking weekend profits near $188, while the Strategy room complained that a 6% gain alongside Bitcoin’s rip was “a move for ants,” with dilution getting the blame. The next test is whether Bitcoin holds near $77,000 through thin weekend trading and ETF demand returns Monday. 🐜

The Community Read: The $HOOD room stayed neutral, inspect the resistance fight ->

Where retail traders find their next setup.

Clean setups, key levels, and charts actually worth your screen time, curated from millions of Stocktwits traders. No noise, no guru upsell. In your inbox daily by 8PM ET.

60.7K WATCHERS · 80% BULLISH · HIGH ACTIVITY

SELLAS surged as Moderna and Merck’s cancer-vaccine breakthrough continued spilling into smaller immunotherapy names ahead of the REGAL leukemia trial’s final analysis. No REGAL results have been released, leaving the bullish room to decide whether the delayed 80-event trigger strengthens the survival case or merely stretches the binary wait.

21.6K WATCHERS · 68% BULLISH · LOW ACTIVITY

TG Therapeutics jumped after an unconfirmed Betaville alert suggested renewed takeover interest from an unnamed biopharma company. The speculation landed after BRIUMVI revenue rose 64% in the second quarter, but the community still has to price a growing standalone franchise against another buyout rumor with no identified bidder.

7.7K WATCHERS · 70% BULLISH · HIGH ACTIVITY

Trulieve rallied as its NYSE listing and the DEA’s defense of moving marijuana to Schedule III renewed interest in U.S. cannabis operators, with Green Thumb adding 2%. The bullish room is debating whether better exchange access and tax treatment can finally attract institutions or whether federal reform remains one hearing away from another delay.

17.3K WATCHERS · 40% BULLISH · LOW ACTIVITY

Cameco gained 7.2% and Uranium Energy surged 14.2% as investors returned to the nuclear-fuel trade built around data-center demand and tightening long-term uranium supply. Cameco issued no fresh company announcement Friday, leaving its bearish room to argue whether the move restarted the nuclear cycle or merely bounced a stock still well below its January high.

💰 PSKY-WBD Deal: California Governor Gavin Newsom Reportedly Open To Settlement, But Paramount Could Still Leave The State

💵 Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency

💰 Labubu maker Pop Mart shares fall as key ex-China sales data drop, Citi cuts price target

📊 SLS Stock Clocks Three Straight Weeks Of Gains On Cancer Vaccine Spillover, REGAL Trial Data Anticipation

🤖 Nvidia Reportedly Strikes $7B Licensing And Investment Deal With AI Startup Poolside — NVDA Stock Ends Week 5% Lower

💰 TGTX Stock On Track For Best Day In 3.5 Months Amid Fresh Buyout Rumors

Want to see some change? Email me, Kevin Travers with feedback, and follow me on Stocktwits. Refer a friend for this quarter’s edition of The RIP Forecast 😎

_{Securities Disclaimer: STOCKTWITS IS NOT A TAX ADVISOR, BROKER, FINANCIAL ADVISOR OR INVESTMENT ADVISOR. THE SERVICE IS NOT INTENDED TO PROVIDE TAX, LEGAL, FINANCIAL OR INVESTMENT ADVICE, AND NOTHING ON THE SERVICE SHOULD BE CONSTRUED AS AN OFFER TO SELL, A SOLICITATION OF AN OFFER TO BUY, OR A RECOMMENDATION FOR ANY SECURITY. Trading in such securities can result in immediate and substantial losses of the capital invested. You should only invest risk capital and not capital required for other purposes. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should also consult an attorney or tax professional regarding your specific legal or tax situation. The content is to be used for informational and entertainment purposes only and the service does not provide investment advice for any individual. Stocktwits, its affiliates and partners specifically disclaim any and all liability or loss arising out of any action taken in reliance on content, including but not limited to market value or other loss on the sale or purchase of any company, property, product, service, security, instrument, or any other matter. You understand that an investment in any security is subject to a number of risks and that discussions of any security published on the Service will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which content is published on the service have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information. Read the full terms & conditions here. 🔍
Author Disclosure: The author of this newsletter does not hold positions in any of the securities or assets mentioned. 📋}