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Invesco QQQ Trust Series 1

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is generating significant discussion after presenting compelling data on its Alpha DaRT study, which demonstrated an 81% disease control rate in advanced pancreatic cancer at a recent major healthcare conference. The community is eagerly anticipating potential regulatory approval in Japan and closely following its expanding pipeline of U.S. clinical trials, while rumors of prominent institutional interest further elevate its profile as a revolutionary cancer treatment.

The ticket is $Testicle. EVERY SINGLE ONE OF YOU CAME FROM A $Testicle. $Testicle always bounce.   We have a website on which you can create art or memes. We have a community. We have a raid group. We aim to provide the best testicular care on CT.   We might even have to call on our nefarious leader, Harry Bolz. Alright Chad, SACK TF. Or else you’re a Low T beta male.   If you have questions and or concerns please feel to reach out to a team member on how you can acquire or become a high testosterone male in a sea of betas. I mean how else does one live if not as a High T male?

Testicle

TESTICLE CRYPTO is a top trending meme coin, sparking widespread discussion and a mix of humor and disbelief across the crypto community. Many are questioning its legitimacy, humorously debating its 'nuts' name and the speculative nature of such projects. Its rapid rise highlights a segment of the market drawn to highly speculative and often absurd digital currencies, with some embracing the joke and volatility inherent in these novel assets.

Hut 8 Corp. operates as a Bitcoin miner that focuses on mining. It provides digital asset mining, hosting, and managed infrastructure operation services. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is gaining significant attention following its major AI infrastructure partnership with Anthropic and Fluidstack, notably backed by Google, which positions it as a leading player beyond traditional Bitcoin mining. The community is buzzing about this strategic pivot, with many emphasizing the substantial contract potential and how this differentiates Hut 8 from its peers in the rapidly expanding AI data center sector.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin ($APP) is experiencing significant price volatility, drawing strong community debate between those who see recent sharp dips as 'market manipulation' and an 'oversold' opportunity, and those with short-term bearish views. Despite a string of recent analyst upgrades highlighting its AI-powered AXON platform and expanding e-commerce presence, the stock has seen considerable selling pressure, prompting discussion about whether this is a tactical play around options expiration or a broader sector re-evaluation.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors anticipate increased LNG cargo volumes from its rapidly expanding Plaquemines facility, coinciding with a favorable European market seeing cold weather and low gas inventories. The community is buzzing over VG's significant short interest, with many viewing the impact of ongoing legal disputes as overblown given its strong production growth and strategic position as a low-cost LNG exporter.

ETHZilla Corp. is a technology company in the decentralized finance (DeFi) industry, which intends to connect financial institutions, businesses, and organizations worldwide by enabling secure, accessible blockchain transactions through Ethereum Network protocol implementations. It continues to maintain the deployment and development of its biotech and gaming operations. The company was founded by Marc Feldmann, Lawrence J. Steinman, and Jonathan B. Rothbard on September 7, 2016 and is headquartered in Palm Beach, FL.

ETHZilla Corp

ETHZilla Corporation

ETHZilla is actively discussed after recent announcements including the cancellation of executive stock awards and significant debt retirement, paired with a new stock buyback program. Many bulls anticipate a substantial short squeeze and a value rebound, pointing to improved financials and the company's pivot into real-world asset tokenization, while others express deep frustration over historical underperformance and management's past actions. The broader community is weighing these fundamental shifts against its past as a volatile crypto-related entity.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox (BW) is attracting significant attention as investors anticipate the imminent finalization of a transformative $1.5 billion contract with Applied Digital (APLD). This pivotal deal, centered on providing 1 GW of natural gas power for a new AI data center, is widely viewed by the community as a game-changer, establishing BW as a crucial and rapidly deployable energy solution for the booming AI infrastructure.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending due to its recently announced strategic collaboration with OpenAI, integrating advanced AI models into its Athena marketing platform. The community is actively debating if this partnership signals a significant re-rating for Zeta, shifting it from an ad-tech firm to a higher-valued AI-enabled enterprise software company with potential for a short squeeze.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is trending due to its strengthened balance sheet from a completed pension reversion, fueling investor excitement around its strategic pivot into pharmaceutical API manufacturing and advanced battery materials. The community anticipates significant government contracts related to national security for domestic pharma supply chains and is discussing a potential revaluation alongside unexpected growth in film sales. Many expect a substantial "Kodak moment" surge as these strategic initiatives gain traction.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is experiencing significant trending activity following Saudi FDA approvals for its ANKTIVA drug in both bladder and lung cancer, alongside positive updates on its AI-driven manufacturing and strong revenue growth. The investment community is actively discussing the potential for a substantial short squeeze and the company's groundbreaking, chemo-free approach that could mark a paradigm shift in cancer treatment.

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Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal

SMH and other semiconductor ETFs to gain as a $500B Taiwan-US chip deal fuels massive U.S. fab investment.

<ul class="summary-bullets"><li>Taiwan will provide credit guarantees of at least $250 billion for additional investment by its companies in the U.S.&nbsp;</li><li>Taiwanese companies that build new chip capacity in the U.S. will be permitted to import up to 2.5 times planned capacity without additional tariffs during the construction period.</li><li>Companies from the island that complete new chip production projects in the U.S. will be allowed to import 1.5 times their new U.S. production capacity without paying additional tariffs.</li></ul>The United States and Taiwan have reached a trade agreement that will reduce tariffs on goods imported from the island and boost investment in the U.S. semiconductor industry.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership">statement</a> from the U.S. Department of Commerce, the tariff rate on Taiwanese goods will now be 15%, down from 20% before.Taiwanese semiconductor companies will also make direct investments of at least $250 billion to build and expand the semiconductor industry in the U.S., as per the statement.Taiwan will also provide credit guarantees totalling at least $250 billion for additional investment by Taiwanese companies in the U.S.As per the department, the “historic trade deal will drive a massive reshoring of America’s semiconductor sector” and “strengthen U.S. economic resilience, create high-paying jobs, and bolster national security.”<h2 class="st-heading-2">Additional Perks</h2>In addition, levies on Taiwanese auto parts, timber, lumber, and wood derivative products have also been capped at 15%, while reciprocal tariffs for generic pharmaceuticals, aircraft components, and unavailable natural resources have been removed, as per the fact sheet.The U.S. has also committed to rewarding Taiwanese semiconductor companies that invest in the country. Companies that build new chip capacity in the U.S. will be permitted to import up to 2.5 times planned capacity without additional tariffs during the construction period, with a lower tariff rate applicable for above-quota imports.Taiwanese companies that complete new chip production projects in the U.S. will be allowed to import 1.5 times their new U.S. production capacity without paying additional tariffs.The deal comes as a Supreme Court decision on the legality of President Trump’s global tariffs is expected.<h2 class="st-heading-2">Impact On TSMC</h2>While the fact sheet did not explicitly name Taiwan Semiconductor Manufacturing Corporation (TSM), the trade deal is likely to have an impact on Taiwan’s largest chip manufacturer.As per an earlier report from The New York Times on the deal, TSMC is likely to commit to building at least five more semiconductor facilities in the U.S. state of Arizona.Last year, TSMC expanded its U.S. investment to $165 billion, pledging to build three fresh fabrication plants, two new advanced packaging facilities, and a research and development team center.Earlier on Thursday, TSMC <a href="https://stocktwits.com/news-articles/markets/equity/tsmc-posts-blowout-q4-puts-spotlight-back-on-nvidia/cmU1XuCR47j">reported</a> fourth-quarter (Q4) earnings results, clocking in revenue of NT$1.046 trillion, a growth of 20.5% from a year ago, and a profit surge of 35%. The company also said that it would increase its 2026 capital expenditure by 37% to $56 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSM">TSM stock</a> jumped to ‘extremely bullish’ from ‘bullish’ a day ago, while message volume increased to ‘extremely high’ from ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_16_at_2_04_38_AM_png_14ddcda672.webp" alt="retail sentiment around TSM stock jumped to ‘extremely bullish’ from ‘bullish’ a day ago while message volume increased to ‘extremely high’ from ‘high’ levels." width="1283" height="163"></figure>&nbsp;Shares of TSM rose over 5% on Thursday at the time of writing and have gained over 66% in the past year.Shares of the <a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF</a> (SOXX), which tracks U.S.-listed semiconductor stocks, were up 2.5% at the time of writing and have gained over 52% in the past year.Meanwhile, U.S. equities were in green in Thursday’s mid-day trade. At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up 0.25%, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.39%, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.58%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

US, Taiwan Reach Deal To Cut Import Tariffs, Boost Chip Investment In America

According to a statement from the U.S. Department of Commerce, the tariff rate on Taiwanese goods will be 15% and Taiwan will invest at least $250 billion in America’s semiconductor industry. 

Equity

<ul class="summary-bullets"><li>The rule would be applicable to Nvidia’s H200 and equivalent chips, as well as certain less advanced chips, including Advanced Micro Devices Inc.’s AMD MI325X.</li><li>The policy, however, limits the aggregate shipments of semiconductor products to China or Macau to 50% of the total products made for the United States.&nbsp;</li><li>Sellers are also required to have rigorous Know Your Customer (KYC) procedures to screen buyers.</li></ul>The U.S. Department of Commerce on Tuesday published a regulation updating the license review policy for exports of some semiconductors to China and Macau, changing it from a presumption of denial to a case-by-case review.The rule would be applicable to Nvidia’s H200 and equivalent chips, as well as certain less advanced chips, including Advanced Micro Devices Inc.’s AMD MI325X, the department <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&amp;utm_medium=email&amp;utm_source=federalregister.gov">said</a>.The change would ease an earlier U.S. stance that denied any request for permission to sell or export to China.<h2 class="st-heading-2">Policy Details</h2>The stipulations under the rule include commercial availability of the semiconductors in the U.S., sufficient supply of the product in the country, proof that the production of the product for exports to China will not impact domestic capacity, the buyer has sufficient security procedures, and the exported item undergoes independent, third-party testing in the U.S. to verify its performance specifications.In addition, the policy limits the aggregate shipments of semiconductor products to China or Macau to 50% of the total products made for the United States. Sellers are also required to have rigorous Know Your Customer (KYC) procedures to screen buyers.<h2 class="st-heading-2">China Vs The U.S.</h2>The U.S. and China are vying for dominance in the global AI industry. Last month, President Donald Trump reversed an earlier decision to ban semiconductor exports to China by legally allowing Nvidia to export its H200 chips to China.However, Nvidia more-advanced Blackwell generation chips are still banned from Chinese exports. The company is currently working to roll out its next generation of Vera Rubin chips that are touted to be five times faster than Blackwell and are expected to go on sale in the second half of the year.Meanwhile, Advanced Micro Devices, has been seeking clearance to sell its MI325X chips in China.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘bullish’ territory amid ‘normal’ message volumes at the time of writing.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/AMD/">AMD shares</a> was in the ‘extremely bullish’ territory amid ‘high’ message volumes.Shares of NVDA are up nearly 40% in the past year, while AMD shares have gained over 88% in the same time period.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

US Updates License Review For Advanced Computing, Makes Way For Nvidia, AMD To Sell To China

The Department of Commerce updated the license review policy for exports of some semiconductors to China and Macau, changing it from a presumption of denial to a case-by-case review.

<ul class="summary-bullets"><li>According to Chris Caso, much of Nvidia’s upside comes from pricing.&nbsp;</li><li>While the market worries about competitive pressure from other chipmakers and AI players, Caso believes Nvidia will be able to maintain its market position.</li><li>The analyst also noted that Nvidia’s edge comes from its software advantage.</li></ul>Chris Caso, senior analyst at Wolfe Research, has switched gears from Micron Technology (MU) to Nvidia Corp. (NVDA) as its top pick in 2026 in the artificial intelligence space.In an interview with CNBC TV on Tuesday, Caso <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HCGOaDRR44E">said</a> that the analyst sees an opportunity in Nvidia right now as the multiple has pulled back.“In Nvidia's case right now, the multiple is in the low 20s right now on ’26 numbers. We see upside to those numbers,” he said. “The stock hasn’t done much in the last six months, and we do see some pretty strong fundamentals ahead for this year.”Shares of NVDA gained over 13% in the past six months. Meanwhile, shares of MU gained over 185% while shares of GOOG rose over 84% in the same time.Last year, Caso backed Micron, adding it to the ‘Wolfe Alpha List’. Caso said the firm considered it a poor man’s way of playing AI because of its attractive valuation at the time. MU stock is up over 250% in the last one year.<h2 class="st-heading-2">The Nvidia Upside</h2>According to Caso, much of Nvidia’s upside comes from pricing. While the market worries about competitive pressure from other chipmakers and AI players, Caso believes Nvidia will be able to maintain its market position.“And we think the pricing tells the story there about both the sustainable competitive advantage they have as well as their ability to sustain the margins,” he said in the interview.Caso noted Nvidia’s pricing dynamic going into 2027 on the back of its Rubin Ultra product cycle. “The whole premise of Nvidia right now is delivering value to the customers, providing more performance per watt, more performance per dollar, so that you can do more inference with the same amount of money, which folks like OpenAI surely need,” he said.That’s where Nvidia’s competitive advantage against everyone else comes from and it's the basis on which the analyst sees value in the company over the next two years.<h2 class="st-heading-2">Biggest Competition</h2>Caso noted that Nvidia’s biggest competitor in the market now would be Alphabet Inc.’s (GOOG) Gemini Tensor Processing Units (TPU) because its performance is closest to Nvidia’s.“TPU is going on its seventh generation right now. And it’s not just the chip itself, but it’s also all the networking and the systems,” Caso noted. The analyst added that at present, customers would not be impressed with chip performance alone. However, since TPU is owned by Google, Caso noted that it would be available to the entire market.Nvidia’s edge comes from its software advantage, he said. “They’ve got the best developed software tools, not just for the big hyperscalers but for some of the Fortune 500 companies that are developing their own AI, and that software provides them with the competitive advantage that even Google can’t match.”Earlier this week, “The Big Short” investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-says-ai-hitting-blue-collar-jobs-google-ahead-nvidia-just-got-lucky/cmU9tftR43A">called</a> Nvidia among the "luckiest" companies in the AI sector and said its advantage won’t last.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volume was at ‘normal’ levels.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/GOOG">GOOG shares</a> was in ‘bullish’ territory amid ‘high’ message volumes.Shares of NVDA are up nearly 40% in the past year, while shares of GOOG gained nearly 75% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/adbe-shares-slip-on-downgrades-but-why-is-retail-bullish/cmUX0hjR4IS">ADBE Shares Slip On Analyst Downgrades — But Why Is Retail Bullish?</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

Wolfe’s Chris Caso, Who Bet On Micron, Says This AI Stock Has A Competitive Advantage That “Even Google Can't Match”

The senior analyst at Wolfe Research has picked Nvidia as his top 2026 artificial intelligence stock due to an opportunity from pullback of its multiple. 

<ul class="summary-bullets"><li>The Chinese government is also planning on setting up additional meetings with more tech companies in the country to relay the purchase directive to them, as per the report.&nbsp;</li><li>It is unclear whether any new guidance would be issued in these meetings.</li><li>Earlier, a Reuters report said that China had already told multiple technology firms in the country to hit pause on new orders for Nvidia’s H200 processors.</li></ul>China will reportedly approve purchases of Nvidia's (NVDA) H200 AI chips into the country only under special circumstances.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances">report</a> from the Information, which cited two people familiar with the matter, the Chinese government informed technology companies that the American chips would only be permitted when “necessary,” without providing much additional detail.The directive was "deliberately vague," the report said, saying that importing the chips for special tasks such as university research would be permitted.The Chinese government is also planning on setting up additional meetings with more tech companies in the country to relay the purchase directive to them, as per the report, although it was unclear whether any new guidance would be issued.Shares of NVDA were up 0.14% at the time of writing.<h2 class="st-heading-2">China’s Nvidia Stance</h2>Last week, a Reuters report <a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-asks-domestic-companies-to-pause-on-nvidia-h200-chip-orders/cmxz4PDR421">said</a> that China had already told multiple technology firms in the country to hit pause on new orders for Nvidia’s H200 processors.In early December 2025, President Trump greenlit the export of H200 chips to China for a 25% fee to the U.S. government. Earlier on Monday, the AI chipmaking giant <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-rises-premarket-after-quelling-china-fears-over-h200/cmUXbuKR44X">denied</a> an earlier report that claimed Chinese customers were asked to make complete upfront payments for its H200 chips. In a response to Reuters, an Nvidia spokesperson said the company “would never require customers to pay for products they do not receive."Nvidia has been caught in the battle between the U.S. and China as they race to dominate the global AI race.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>On Stocktwits, retail sentiment around NVDA shares dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volumes also declined to ‘normal’ from ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_at_12_08_42_AM_png_0f1150104d.webp" alt="On Stocktwits, retail sentiment around NVDA shares dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volumes also declined to ‘normal’ from ‘high’ levels." width="1269" height="169"></figure>&nbsp;Shares of NVDA have climbed over 38% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

China Will Reportedly Allow Import Of Nvidia H200 Chips Only Under ‘Special Circumstances’

According to a report from The Information, the Chinese government informed technology companies that Nvidia chips would only be permitted for import when "necessary," without much additional detail. 

<ul class="summary-bullets"><li>KeyBanc pointed to strong demand from cloud service providers and hyperscalers as key drivers of the optimistic view.</li><li>The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors.</li><li>On January 5, Intel launched its new Core Ultra Series 3 laptop processors.</li></ul>Intel Corp (INTC) stock climbed over 3% higher in Tuesday’s premarket after receiving a rating boost from KeyBanc Capital Markets, sparking interest in the chipmaker’s stock among market participants.&nbsp;KeyBanc upgraded Intel’s stock to ‘Overweight’ from ‘Sector Weight’ with a price target of $60, according to TheFly. The upgrade underlined expectations for demand tied to data center computing and artificial intelligence growth.<h2 class="st-heading-2">Analyst Rationale</h2>KeyBanc pointed to strong demand from cloud service providers and hyperscalers as key drivers of the optimistic view. The upgrade reflects growing belief that server and AI workloads could give Intel’s revenue a meaningful push in 2026.The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors, effectively committing much of the company’s 2026 supply. That tight supply backdrop, according to the firm, could translate into pricing power and stronger top-line performance across Intel’s data center business.On Stocktwits, retail sentiment around Intel stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_060303_png_d0ba7ac196.webp" alt="INTC’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="934" height="96"><figcaption>INTC’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Foundry Progress</h2>Keybanc also cited improvements in Intel’s manufacturing yields for its 18A process, which are advancing toward levels needed to support higher volume production of next-generation chips.&nbsp;On January 5, Intel launched its new Core Ultra Series 3 laptop processors. Named “Panther Lake,” these chips use Intel’s 18A process, similar to a 2-nanometer node, and are described as the most advanced U.S.-made semiconductor technology. The company says it offers 60% higher performance than the previous Lunar Lake Series 2 processors.The company’s latest chip also received praise from President Donald Trump.&nbsp;In August 2025, the U.S. government acquired a 10% stake in Intel, making it the company's largest shareholder.&nbsp;Intel is scheduled to report its fourth-quarter (Q4) earnings on January 22. Analysts expect a Q4 revenue of $13.368 billion and earnings per share of $0.08, according to FiscalAI data.&nbsp;INTC stock has gained over 129% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nvts-stock-gaining-retail-attention-ai-power-play/cmUXcZPR44k">NVTS Stock Draws Retail Interest On AI Data Center Power Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

What’s Driving Intel’s Latest Rally? A Fresh Bull Case From KeyBanc

KeyBanc upgraded Intel’s stock to ‘Overweight’ from ‘Sector Weight’ with a price target of $60.

<ul class="summary-bullets"><li>Navitas&nbsp;develops advanced power chips that enable electronic systems to be faster, smaller, and more energy-efficient.</li><li>It specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, which are key components in powering AI data centers.</li><li>Investors are also looking forward to Navitas’ participation in the 28th Annual Needham Growth Conference.</li></ul>Navitas Semiconductor (NVTS) stock has attracted growing investor attention as interest builds around its role in powering next-generation artificial intelligence data centers.&nbsp;The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts to support growing demand for artificial intelligence.<a href="https://stocktwits.com/symbol/NVTS">Navitas stock</a> traded over 2% higher in Tuesday’s premarket.&nbsp;&nbsp;<h2 class="st-heading-2">Why Investors Are Paying Attention</h2>Market watchers point to Navitas Semiconductor’s focus on advanced power technologies as a potential enabler for increasingly energy-hungry, high-density computing systems that support AI workloads.The company develops advanced power chips that enable electronic systems to be faster, smaller, and more energy-efficient. It specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, which are key components in powering AI data centers, high-performance computing (HPC) systems, energy grids, and industrial equipment.<h2 class="st-heading-2">Conference Appearance In Focus</h2>Investors are also looking forward to Navitas’ participation in the 28th Annual Needham Growth Conference in New York City. The firm’s participation in the January 14 event highlights its ongoing efforts to expand engagement with the investment community and to spotlight its technology roadmap.The company announced Navitas 2.0 in November last year, to shift focus towards the high-power markets, including data centers, HPC, and power grid infrastructure.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>At the time of writing, Navitas was the top trending equity ticker on Stocktwits. Retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_050441_png_775c8d1952.webp" alt="NVTS’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="924" height="103"><figcaption>NVTS’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said that Trump’s emphasis on having technology companies pay more attention to using power more efficiently will help Navitas.&nbsp;<stembedurl>https://stocktwits.com/Doobio/message/641616396</stembedurl>Another user sounded optimistic about the company’s participation in the Needham Conference.&nbsp;<stembedurl>https://stocktwits.com/PureLand/message/641617996</stembedurl>NVTS stock has gained over 252% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/grayscale-expands-watchlist-flags-36-new-crypto-tokens-for-possible-products/cmUXTs7R441">Grayscale Expands Watchlist, Flags 36 New Crypto Tokens For Possible Products</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Navitas Semiconductor Corporation logo is seen displayed on a smartphone screen.

NVTS Stock Draws Retail Interest On AI Data Center Power Play 

Navitas Semiconductor - The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts.

AI’s Power Problem Is Putting This Semiconductor Stock On Investors’ Radar

The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts.


Why The VanEck Semiconductor ETF Rallied Almost 50% in 2025

Key PointsThis market-cap weighted ETF nearly tripled the performance of the S&P 500...

<ul class="summary-bullets"><li>TSMC will pledge to build at least five more semiconductor facilities in Arizona under the deal, according to the report.&nbsp;</li><li>The deal is being legally scrubbed and could be announced later this month, as per NYT.</li><li>Last year, TSMC expanded its investment in the U.S. to $165 billion, committing to three new fabrication plants, two new advanced packaging facilities, and a research and development team center.</li></ul>The Trump administration is reportedly nearing a trade deal with Taiwan to reduce U.S. tariffs on the island while its chipmaking company, Taiwan Semiconductor Manufacturing Corporation (TSM) will commit to building more manufacturing units in America.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/01/12/business/economy/trump-taiwan-deal.html">report</a> from The New York Times on Monday, citing three people familiar with the matter, the deal, which was being negotiated for months, would cut tariff rates on the island to 15% from the present 20%. This would bring its tariff rate at par with imports from other Asian countries like Japan and South Korea.Taiwan’s TSMC will pledge to build five more semiconductor facilities at the very least in the U.S. state of Arizona under the deal, the report added.American-listed <a href="https://stocktwits.com/symbol/TSM">shares of TSM</a> rose 2.49% at the time of writing on Monday.<h2 class="st-heading-2">TSMC’s U.S. Presence</h2>The deal is being legally scrubbed, NYT reported, adding that it could be announced later this month.While the timeline for the investments and other details of the deal are not immediately clear, TSMC’s commitment to build more facilities in Arizona would roughly double the plants it has in the state, as per the report.Last year, Taiwan’s largest chip manufacturer expanded its investment in the U.S. to $165 billion, committing to three fresh fabrication plants in addition to the existing three it has, two new advanced packaging facilities, and a research and development team center.<h2 class="st-heading-2">Why Is This Important?</h2>The U.S. and China are battling over advanced semiconductor chips for AI as both countries race to the top. President Xi Jinping has been pushing to ramp up China’s domestic semiconductor capabilities after the U.S. banned the export of top AI chips, including those from Nvidia, to the country.Taiwan is the leading producer of semiconductor chips globally. The Trump administration has also been in talks with Taiwan to increase its semiconductor investment in the U.S. Meanwhile, TSMC is Nvidia Corp.'s (NVDA) primary manufacturer, and the only chip partner for its advanced chips.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around American-listed TSM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSMC_png_c0cb7269c4.webp" alt="On Stocktwits, retail sentiment around American-listed TSM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1291" height="146"></figure>Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘extremely bullish’ territory over the past 24 hours, also amid ‘high’ message volumes.One bullish user predicted TSM’s shares could surge to $350. Shares of the company were trading around $330 at the time of writing.<stembedurl>https://stocktwits.com/Dipbuyerbaby/message/641559548</stembedurl>&nbsp;Shares of TSM have gained over 64% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

US, Taiwan Close In On Trade Deal, TSMC Pledges More Chip Plants In America: Report

According to a report from The New York Times, the deal would cut tariff rates on the island to 15% and Taiwan Semiconductor Manufacturing Corporation will commit to building more manufacturing units in America.

<ul class="summary-bullets"><li>“I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump said in his post.&nbsp;</li><li>Retail users anticipate big news from the company, likely in association with Apple, Elon Musk, or the U.S. military.</li><li>Trump said in his post that the U.S. had benefitted from its shareholding in Intel and had made “tens of billions of dollars for the American people” in just four months.</li></ul>Intel Corp. (INTC) stock surged over 11% on Friday to a near two-year high after President Donald Trump praised the company in a social media post on Thursday.Trump <a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-climbs-after-trump-praises-company-post-meeting-with-ceo/cmUbNE1R45l">said</a> on Truth Social that the U.S. was proud to be a shareholder of Intel, also praising the company for its design and manufacturing process in the U.S.“I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump said in his post.Retail investors anticipate big news from Intel following the CEO’s meeting with the president, with some speculating a potential deal with <a href="https://stocktwits.com/symbol/AAPL">Apple Inc.</a> (AAPL) or a defense-related contract.<h2 class="st-heading-2">Trump’s Praise</h2>Trump said that the U.S. had benefitted from its shareholding in Intel and had made “tens of billions of dollars for the American people” in just four months.Trump’s comments come as the administration is amping up efforts to boost the semiconductor industry in the U.S. even as it attempts to outdo China. In August 2025, the U.S. government acquired a 10% stake in Intel, making it the biggest shareholder in the company.In a reply on X, Tan <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LipBuTan1/status/2009405221772869974">said</a> he was “honored and delighted to have the full support and encouragement” of the President “as we bring leading edge chip manufacturing back to America!”At the Consumer Electronic Show (CES) 2026, Intel launched its Intel Core Ultra Series 3 processors, designed and manufactured in the United States.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around INTC stock remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_10_at_2_35_08_AM_png_c3a03e18b9.webp" alt="On Stocktwits, retail sentiment around INTC stock remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes." width="1282" height="146"></figure>One bullish user speculated that news from the company is imminent, questioning whether a deal with Apple, Elon Musk, or perhaps the U.S. military would be involved.<a href="https://stocktwits.com/Life_is_a_Carnival/message/641372924">https://stocktwits.com/Life_is_a_Carnival/message/641372924</a>&nbsp;Another bullish user said that CEO Tan’s statement about Intel being 14A-ready in 2027 could indicate that an Apple deal is on the cards.<stembedurl>https://stocktwits.com/EcoStonk/message/641362226</stembedurl>&nbsp;A third user anticipated that the company’s share price would rocket over $50 soon.<stembedurl>https://stocktwits.com/EcoStonk/message/641357670</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/INTC">Shares of INTC </a>have gained over 137% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

 In this photographic illustration, the Intel logo appears on a smartphone reflecting an abstract illustration dominated by blue and black, on September 22, 2025. 

Intel Shares Surge On Trump Praise — Retail Anticipates ‘Big News’

Intel’s shares rallied over 11% after President Donald Trump announced he had met with its CEO while also praising the company in a social media post on Thursday.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Significant chatter points to semiconductor overvaluation, with fears of a "blow off top" and calls for major corrections from current "parabolic" levels.

TSMC's stronger-than-expected earnings report, with a 35% jump in net income and dismissal of bubble fears, provided a significant boost to the sector.

Active traders are sharing specific 2026 leap call strike prices, entry points, and high-profit targets on SMH, eyeing future gains.

Investors are debating a potential rotation from red-hot semiconductor stocks to lagging software names, seeking new growth opportunities.

Current Price	$400.96
Prev Close	$396.41
Open	$402.85
Dividend Yield	N/A
50-Day Moving Average	$360.88
Beta	N/A
Avg. Volume	5.4M
PE Ratio	N/A

52-Week High	$405.31
52-Week Low	$170.11
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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