SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial (RILY) is trending following the release of robust quarterly financial results that have brought the company back into NASDAQ compliance. This development is sparking extensive community discussion, with many anticipating a significant short and gamma squeeze given the substantial short interest and low float. Investors are highlighting the improved financials as a strong counter to previous bearish sentiment and a potential catalyst for institutional interest.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies (BMNR) is facing intense investor debate ahead of its critical shareholder meeting regarding a proposed massive increase in authorized shares and a new investment in Beast Industries. The community is sharply divided, fearing significant dilution and the stock's continued underperformance against Ethereum, while others believe these controversial moves are crucial for strategic growth. High-profile speakers at the upcoming meeting, including Vitalik Buterin and Sam Altman, are further fueling speculation about the company's future direction.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is trending due to excitement over its binding Letter of Intent with Crypto.com/us to enter the U.S. prediction markets space and a partnership with Power Protocol for Web3-enabled user engagement. The community is actively debating its potential as a multi-day runner, with strong bullish sentiment anticipating a significant short squeeze, while others express caution about an impending offering and the stock's parabolic move. This dual perspective creates high volatility as traders eye both extreme upside and potential pullbacks in the crypto-adjacent gaming sector.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor (TSM) is trending sharply higher following an exceptional Q4 earnings report and robust guidance, significantly beating market expectations. The community views these results, particularly the strong demand for advanced AI chips and ambitious capital expenditure plans, as a powerful validation that the 'AI megatrend' is firmly underway. This performance reinforces TSM's critical role as a foundational supplier and boosts confidence across the semiconductor industry.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is experiencing heightened activity, fueled by widespread community speculation around a potential gamma and short squeeze tied to upcoming options expiries. Investors are actively discussing the company's core Optical Interposer technology, which is seen as a crucial solution for energy-efficient, high-speed optical interconnects in AI and hyperscale data centers. This comes as the community keenly anticipates significant partnership updates or product announcements that could further validate its disruptive potential.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is a top trending stock following reports that Sanofi is preparing a substantially increased takeover offer after its initial $16 per share bid was rejected by Ocular's board. The market community is actively discussing this, largely viewing the rejection as a strong indicator that management sees significantly higher value in its late-stage pipeline, particularly AXPAXLI for wet AMD. This renewed speculation is driving conversation around the company's future and its promising retinal therapies.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as a pivotal player in the booming AI data center market, with its advanced GaN and SiC power solutions crucial for high-efficiency architectures, including NVIDIA's 800V ecosystem. The community is actively discussing the company's strategic positioning ahead of an industry conference, fueling speculation on potential contract developments and the impact of substantial short interest, which many believe could ignite a significant market move.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is actively discussed following strong quarterly results, highlighted by robust performance in equities trading, asset and wealth management, and a significant rebound in M&A activity. The financial giant is also gaining attention for its strategic shift from the Apple Card and an acquisition to expand its ETF offerings. Community sentiment is mixed, with many celebrating its impressive growth while some express caution regarding market dynamics.

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

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is surging, primarily driven by strong earnings from major chipmakers like TSM, which has propelled the broader semiconductor sector to new highs. The community is actively debating the sustainability of this rally, with many anticipating continued upside from robust AI demand, while others caution about potentially overbought conditions. This strong performance underscores prevailing confidence in the chip industry amidst an ongoing wave of positive catalysts and upcoming tech events.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research (LRCX) is currently trending with robust momentum, driven by surging demand for semiconductor equipment fueled by the accelerating AI chip industry. Recent strong performance from industry leaders like TSMC, coupled with multiple analyst upgrades, underscores investor confidence in LRCX as a key beneficiary of the ongoing chip cycle. The community is actively debating its impressive growth and strong financials, with many expecting continued upside despite discussions around valuation and geopolitical dynamics.

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<ul class="summary-bullets"><li>Lam Research reported strong earnings over the past few quarters, driven by AI-driven strength in its chief customer segment, chipmakers.</li><li>RBC initiated coverage on the company with an ‘Overperform’ and a 25% stock upside forecast.</li><li>Several analysts have raised their price targets on LRCX this month.</li></ul>Lam Research Corp.’s stock gained by over 5% in early premarket trading on Thursday, following a bullish rating by RBC Capital Markets and a string of price target hikes.RBC&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-micron-asml-tipped-for-strength-but-qualcomm-amd-lack-catalysts/cmU1euhR47X">initiated coverage</a> on the semiconductor sector and placed an ‘Outperform’ rating and $260 price target on LRCX. That’s 25% higher than the stock’s last closing price.&nbsp;That follows upward rating actions by at least nine brokerages, including Bernstein and Goldman Sachs, this month alone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_at_3_02_57_PM_png_7e0560ce48.webp" alt="Screenshot 2026-01-15 at 3.02.57 PM.png" width="534" height="89"><figcaption>sentiment and message volume as of January 15 | Source: Stocktwits</figcaption></figure>Lam, which supplies wafer fabrication equipment and services that chipmakers use to produce semiconductors, has posted strong results in recent quarters, which highlighted robust demand, especially in advanced logic and memory segments (AI-related chips), and upbeat China sales.In October, the company announced a $10 billion share repurchase program and a 10-for-1 stock split, both of which reinforced investor optimism despite geopolitical headwinds, such as China's export controls.Currently, 23 of 35 analysts covering the stock recommend ‘Buy’ or higher, 11 recommend ‘Hold,’ and one recommends ‘Strong Sell,’ according to Koyfin. Their average price target of $208.79 implies a 13% upside to the stock’s last closing price.<a href="https://stocktwits.com/symbol/LRCX">LRCX stock</a> gained 22% over 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Why Is Lam Research Stock Rising Premarket Today?

RBC Capital Markets placed a bullish rating on LRCX.

Equity

<ul class="summary-bullets"><li>RBC Capital Markets initiated coverage on the semiconductor sector.</li><li>It placed a ‘Sector Perform’ rating on most legacy chipmakers, including Intel and AMD, citing limited near-term catalysts.</li><li>Brokerage sees substantial upside in Arm, Marvell, and Astera Labs stocks.</li></ul>RBC Capital Markets initiated coverage of semiconductor stocks, issuing bullish recommendations for sector leader Nvidia, memory chipmaker Micron,&nbsp;as well as fab equipment makers ASML and Lam Research.The brokerage shared steep stock forecasts for Arm, Astera Labs, and Marvell. It, however, expects limited upside for legacy chipmakers like Intel, AMD, Broadcom, and Qualcomm.In a research note, RBC said its analysis shows continued momentum for Nvidia, despite concerns that Big Tech firms might slow the pace of their chip orders. It noted that the memory chip shortage could be a tailwind for Micron, but likely less so for SanDisk, whose shares have already surged roughly tenfold since it began trading independently in February last year.Here’s the full list of RBC’s latest predictions on key chip stocks:&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Company</td><td>Rating</td><td>Price Target&nbsp;</td><td>Implied Upside</td><td>Notes</td></tr><tr><td>Nvidia</td><td>Outperform</td><td>$240</td><td>31.2%</td><td>Unrivalled dominance; Hyperscaler capex spending slowdown to be gradual, and current price reflects a potential slowdown</td></tr><tr><td>Intel&nbsp;</td><td>Sector Perform</td><td>$50</td><td>2.7%</td><td>Business performance has improved but higher memory prices and supply constraints could impact near term revenue and margin</td></tr><tr><td>AMD</td><td>Sector Perform</td><td>$230</td><td>2.9%</td><td>Price reflects OpenAI deal gains, and potential revenue acceleration; no catalysts on the horizon</td></tr><tr><td>Broadcom</td><td>Sector Perform</td><td>$370</td><td>8.9%</td><td>Gain potential from Anthropic and OpenAI deals is unclear</td></tr><tr><td>Micron</td><td>Outperform</td><td>$425</td><td>27.4%</td><td>Memory-chip supply (DRAM) to remain tight through 2027, which could drive strong profits and revenue gains</td></tr><tr><td>SanDisk</td><td>Sector Perform</td><td>$400</td><td>3.1%</td><td>Upside from NAND cycle and AI capabilities</td></tr><tr><td>Marvell</td><td>Outperform</td><td>$105</td><td>29.2%</td><td>Optimism around Amazon's Trainium chips, co-developed with Marvell</td></tr><tr><td>Astera Labs</td><td>Outperform</td><td>$225</td><td>30.7%</td><td>UALink opportunity, plus boost from Nvidia's H200 sales in China</td></tr><tr><td>Arm</td><td>Outperform</td><td>$140</td><td>33.3%</td><td>Upside from CSS adoption and data center segment growth</td></tr><tr><td>Lattice Semiconductor</td><td>Outperform</td><td>$105</td><td>23.1%</td><td>Upside from communications segment growth</td></tr><tr><td>Qualcomm</td><td>Sector Perform</td><td>$180</td><td>9.4%</td><td>No major catalysts in horizon</td></tr><tr><td>ASML</td><td>Outperform</td><td>$1,550</td><td>22.7%</td><td>Wafer Fab Equipment demand remains healthy</td></tr><tr><td>Skyworks</td><td>Sector Perform</td><td>$65</td><td>8.6%</td><td>Fundamentals stable, with potential upside from the Qorvo acquisition</td></tr><tr><td>Lam Research</td><td>Outperform</td><td>$260</td><td>24.5%</td><td>Wafer Fab Equipment demand remains healthy</td></tr><tr><td>Silicon Labs</td><td>Sector Perform</td><td>$160</td><td>7.4%</td><td>Progress in the WiFi segment could prompt a rating upgrade</td></tr><tr><td>KLA Corp</td><td>Sector Perform</td><td>$1,550</td><td>8.1%</td><td>Wafer Fab Equipment demand remains healthy</td></tr></tbody></table></figure>Source: The Fly&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intuit-stock-falls-off-a-cliff-amid-market-pressure-but-retail-sees-a-strong-buy/cmU1dLSR47B">Intuit Stock Falls Off A Cliff Amid Market Pressure, But Retail Sees A Strong Buy</a>

A smart phone is displaying the NVIDIA Corporation stock price on the NASDAQ market, with an NVIDIA chip visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia, Micron, ASML Tipped For Strength But Qualcomm, AMD Lack Catalysts: RBC Capital Markets

Brokerage says there is little threat to Nvidia’s dominance and the market has priced in the view that cloud firms would gradually reduce their chip purchases.

<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.


<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>Arm executives see robotics as a market with immense potential for growth in the long run.</li><li>The company last year disclosed plans to develop its own chips.</li></ul>Chip technology firm Arm has reportedly reorganized the company and formed a Physical AI unit to expand its presence in the robotics market.Arm will now operate three main lines of business: its Cloud and AI, Edge - which includes its mobile devices and PC products - and Physical AI, which also folds in its automotive business, Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bing.com/ck/a?!&amp;&amp;p=504087cf0c07b2a7234eba5a3834a56818a5b5593858b18a080ec24a782406f5JmltdHM9MTc2Nzc0NDAwMA&amp;ptn=3&amp;ver=2&amp;hsh=4&amp;fclid=1d765aec-c24d-68e4-2641-4c29c39b69bd&amp;psq=Arm+Reportedly+Launches+%27Physical+AI%27+Division+to+Expand+in+Robotics+Market&amp;u=a1aHR0cHM6Ly93d3cucmV1dGVycy5jb20vYnVzaW5lc3MvYXV0b3MtdHJhbnNwb3J0YXRpb24vYXJtLWxhdW5jaGVzLXBoeXNpY2FsLWFpLWRpdmlzaW9uLWV4cGFuZC1yb2JvdGljcy1tYXJrZXQtMjAyNi0wMS0wNy8">reported</a>, citing company executives.&nbsp;Arm executives see robotics as a market with immense potential for growth in the long run. The head of the newly formed unit, Drew Henry said that physical AI solutions could "fundamentally enhance labor, free up extra time" and may have a considerable impact on gross domestic product as a result, the report added.&nbsp;The potential for growth in robotics spurred discussions inside Arm for months about how best to tackle the market. The company formally reorganized recently and created the Physical AI division, the report added.&nbsp;<h2 class="st-heading-2">Company Updates</h2>The company in its third quarter (Q3) results reported a revenue of $1.23 billion, which was ahead of analysts’ expectation, as per data from Fiscal.ai.Arm generates revenue from licensing fees for its semiconductor designs and collects a royalty fee over every chip sold that uses its technology.&nbsp;The company last year disclosed its plans to develop its own chips. It said it will invest a portion of its profit, in a move to diversify its operations and open more sources of revenue.&nbsp;The company is facing pressures from President Trump’s tariffs. Tariff volatility and macroeconomic challenges have been tapering demand for smartphones, which is a stronghold for Arm.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ARM trended in ‘bullish’ territory amid ‘high’ message volume.<a href="https://stocktwits.com/symbol/ARM">Shares of Arm</a> have fallen nearly 22% over the past year.&nbsp; &nbsp;

The technician laying CPU in the motherboard socket. (Photo from GettyImages)

Arm Reportedly Launches 'Physical AI' Division To Expand In Robotics Market

Arm will now operate three main lines of business that will be its Cloud and AI, Edge and Physical AI, the report said. 

<ul class="summary-bullets"><li>In early December, President Trump approved the export of the H200 chip to China.</li><li>Chinese companies have reportedly placed orders for over two million H200 chips.</li><li>Nvidia CEO Jensen Huang said demand in China for the company’s H200 AI chips is very strong.</li></ul>China has reportedly instructed several domestic technology firms to pause new orders for advanced artificial intelligence chips made by Nvidia Corp. (NVDA), signaling a possible shift in China’s procurement strategy for high-end computing hardware.&nbsp;The move comes amid broader efforts by Chinese authorities to strengthen reliance on locally produced semiconductor technology.<h2 class="st-heading-2">Orders For Nvidia’s H200 Face Scrutiny</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-asks-tech-firms-halt-orders-nvidias-h200-chips-information-reports-2026-01-07/">report</a>, Chinese officials have asked companies to stop purchasing Nvidia’s H200 processors.&nbsp;In early December, President Trump approved the export of the H200 chip to China, provided that a 25% fee is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.&nbsp;Following the lifting of the export ban, Chinese companies have reportedly placed orders for over 2 million H200 chips, scheduled for delivery in 2026, far higher than the roughly 700,000 units Nvidia can currently supply.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% higher on Wednesday mid-morning. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid a ‘high’ message volume level.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_113824_png_3fbfd08aa2.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 7, 2026 | Source: Stocktwits" width="927" height="103"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 7, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Strategic Stakes For Both Sides</h2>China has long sought to reduce dependence on foreign semiconductor suppliers, particularly as AI becomes central to economic and military competitiveness.&nbsp;Nvidia has encountered growing challenges in China in recent years, particularly after the U.S. government imposed export limits on high-end chips. To adapt, the company developed a tailored version of its chip for the Chinese market, named the H20, intended to comply with the rules.The latest development comes even as Nvidia CEO Jensen Huang said demand in China for the company’s H200 AI chips is very strong and that the company has restarted production and is finalizing export approvals with U.S. officials, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/06/huang-nvidia-seeing-very-high-demand-for-h200-ai-chips-from-china.html">report</a>.&nbsp;NVDA stock has gained over 35% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/roblox-tightens-safety-rules-with-global-age-verification-push-retail-chatter-spikes-700-in-24-hours/cmxzdrZR42X">Roblox Tightens Safety Rules With Global Age Verification Push: Retail Chatter Spikes 700% In 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

China Reportedly Asks Domestic Companies To Pause On Nvidia H200 Chip Orders

The move comes amid broader efforts by Chinese authorities to strengthen reliance on locally produced semiconductor technology.

<ul class="summary-bullets"><li>Raymond James noted that strong December sales from Hon Hai Precision, better known as Foxconn, a key Nvidia partner, further support potential upside for the stock.</li><li>The firm highlighted Nvidia’s investments in “Physical AI” systems, describing it as a long-term trend.</li><li>Bank of America said Nvidia remains a leading choice in AI and reiterated a ‘Buy’ rating.&nbsp;</li></ul>Nvidia Corp. (NVDA) received a ‘Strong Buy’ rating from Raymond James, which pinned a price target of $272 on the stock, following CEO Jensen Huang’s Keynote address at the Consumer Electronics Show (CES).The price target implies a potential 42% upside to the stock price of $191, on Tuesday.&nbsp;According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/nvidia-stock-rating-reiterated-at-strong-buy-by-raymond-james-93CH-5173720">report</a>, Raymond James said Huang’s presentation reinforced confidence in the company’s leadership in artificial intelligence, even though it contained no groundbreaking announcements.<h2 class="st-heading-2">Market Confidence Bolstered</h2>Raymond James said Huang described demand as "really good," without sharing specifics. The firm noted that strong December sales from Hon Hai Precision, better known as Foxconn, a key Nvidia partner, further support potential upside for the stock.&nbsp;The firm also emphasized Nvidia’s two-year advance planning with supply chain partners, suggesting the company has mitigated potential memory chip shortages that have affected the industry.Raymond James highlighted Nvidia’s investments in “Physical AI” systems, designed to function in real-world environments, describing it as a long-term trend extending into the next decade.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_095633_png_4b906c0f92.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 6, 2026 | Source: Stocktwits" width="928" height="98"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Next-Generation Platforms</h2>Nvidia on Monday unveiled its new AI chips, called Vera Rubin, which follow its groundbreaking Blackwell chips and are expected to be available in the second half of the year. The company said the new chips are five times faster than Blackwell, cut inference costs by ten times, and improve storage and connectivity compared with the previous generation.Speaking to CNBC after his address, Huang said, “We are the only AI company in the world working with every AI company in the&nbsp;world.” He also emphasized that Nvidia runs every model from OpenAI to XAI and Google’s Gemini.&nbsp;The company also launched&nbsp;Alpamayo, a collection of AI tools and data that helps companies build self-driving cars more quickly and safely.<h2 class="st-heading-2">Analysts Express Confidence</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/06/tuesdays-biggest-analyst-calls-include-nvidia-apple-and-palantir.html">report</a>, Bank of America said Nvidia remains a leading choice in AI and reiterated a ‘Buy’ rating on the stock. The firm continues to emphasize Nvidia’s strong position in AI computing, networking, systems, and overall ecosystem.Wedbush analyst Dan Ives said the CES presentations from Nvidia and AMD confirmed that AI represents a “once-in-40-years tech spending paradigm shift” and that the AI investment phase is still in its early stages.NVDA stock traded over 28% higher in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/why-did-drug-stock-rocket-today/cmxwv6NR4TV"> Why Did DRUG stock Rocket 51% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Nvidia Gains Strong Wall Street Backing After CES AI Showcase – Raymond James Reportedly Expects A 42% Upside For The Stock

According to an Investing.com report, Huang’s presentation reinforced confidence in the company’s leadership in artificial intelligence, even though it contained no groundbreaking announcements.

<ul class="summary-bullets"><li>The Alpamayo model includes Alpamayo 1, AlpaSim and Physical AI Open Datasets.&nbsp;</li><li>“The ChatGPT moment for physical AI is here — when machines begin to understand, reason and act in the real world,” said Huang.</li><li>Companies including Lucid, JLR, Uber and Berkeley DeepDrive are already expressing their interest in Alpamayo.</li></ul>NVIDIA Corp. (NVDA) announced the launch of its ‘Alpamayo’ open AI models, simulation tools and datasets that will enable self-driving vehicles to perceive, reason and act with humanlike judgment.At the Consumer Electronics Show (CES) 2026, Nvidia CEO Jensen Huang released the open reasoning vision language action (VLA) model including Alpamayo 1, AlpaSim and Physical AI Open Datasets.This model will enable developers to fine-tune, distill and test models that unlock greater safety, robustness and scalability.“The ChatGPT moment for physical AI is here — when machines begin to understand, reason and act in the real world,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development">said</a> Huang in a statement.“Robotaxis are among the first to benefit. Alpamayo brings reasoning to autonomous vehicles, allowing them to think through rare scenarios, drive safely in complex environments and explain their driving decisions — it’s the foundation for safe, scalable autonomy,” he added.<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> climbed 0.5% in Tuesday’s after-market hours.<h2 class="st-heading-2">What Is Alpamayo?</h2>Alpamayo 1 is at the center of Nvidia’s open AI model. Touted to be the industry’s first chain-of-thought reasoning VLA model that is designed for the AV research community, it has a 10-billion-parameter architecture that can be used to adapt it into smaller runtime models for vehicle development. It is available on Hugging Face.AlpaSim is the company’s fully open‑source, end-to-end simulation framework for high‑fidelity AV development that is available on GitHub. It comes with realistic sensor modeling capabilities, configurable traffic dynamics, and scalable closed‑loop testing environments that can be leveraged for rapid validation and policy refinement.The company also announced physical AI open datasets for AV that contain 1,700+ hours of driving data across wide geographies and conditions for advancing reasoning architectures.“Not only does [Alpamayo] take sensor input and activate steering wheel, brakes and acceleration, it also reasons about what action it is about to take,” Huang said at the CES on Monday. “It tells you what action is going to take, the reasons by which it came about that action. And then, of course, the trajectory.”Companies including Lucid, JLR, Uber and Berkeley DeepDrive are already expressing their interest in Alpamayo to develop reasoning-based AV stacks to enable level 4 autonomy, the company said in the release.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares jumped to ‘bullish’ from ‘bearish’ territory a day ago amid ‘normal’ message levels at the time of writing.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_at_4_29_10_AM_png_aba69bcd36.webp" alt="On Stocktwits, retail sentiment around NVDA shares jumped to ‘bullish’ from ‘bearish’ territory a day ago amid ‘normal’ message levels at the time of writing." width="1271" height="150"></figure>Shares of NVDA are up over 25% in the past year.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 on November 24, 2025 in Chongqing, China.

Nvidia Unveils ‘Alpamayo’, Open-Source AI Models For Autonomous Vehicles With ‘Human-Like’ Judgement

Nvidia CEO Jensen Huang released the open reasoning vision language action model at the Consumer Electronics Show (CES) 2026. 

<ul class="summary-bullets"><li>Nvidia has reportedly turned to Taiwan Semiconductor Manufacturing Co. (TSM) to expand output using its 4-nanometer process.</li><li>It has settled on offering both standalone H200 chips and GH200 Grace Hopper superchips to Chinese buyers.</li><li>Major internet companies are driving most of the demand.</li></ul>Nvidia Corp. (NVDA) is reportedly reshaping its production plans, hustling to secure more capacity for its H200 artificial intelligence processors due to surging demand from China.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/nvidia-sounds-out-tsmc-new-h200-chip-order-china-demand-jumps-sources-say-2025-12-31/">report</a>, Chinese firms have lined up requests for more than 2 million H200 units slated for delivery in 2026, far more than the roughly 700,000 chips Nvidia currently has.<h2 class="st-heading-2">Manufacturing Push At TSMC&nbsp;</h2>To bridge the gap, Nvidia has turned to Taiwan Semiconductor Manufacturing Co. (TSM) to expand output using its 4-nanometer process. According to the report, the chipmaker has asked TSMC to begin additional production, with work likely to start in the second quarter of 2026.Nvidia has settled on offering both standalone H200 chips and GH200 Grace Hopper superchips to Chinese buyers, stated the report.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.5% higher in Monday’s premarket.&nbsp;In early December, President Trump announced that shipments of the H200 chip could proceed, provided a 25% sales charge is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.<h2 class="st-heading-2">Chinese Tech Giants Lead Orders</h2>Major internet companies are driving most of the demand, seeing the H200 as a substantial leap beyond alternatives available domestically. According to another Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/bytedance-spend-about-14-billion-nvidia-chips-2026-scmp-reports-2025-12-31/">report</a>, ByteDance expects to spend around 100 billion yuan ($14.3 billion) on Nvidia’s artificial intelligence chips in 2026, a sharp rise from an estimated ¥85 billion spent in 2025.The situation also carries regulatory risk, since Beijing has not yet formally approved imports of the H200. Chinese chip companies seeking government approval to build new factories or expand existing ones are being required by local officials to show that at least half of their equipment comes from domestic suppliers.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:932/102;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_31_051931_png_9c0cb94fa2.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 04:45 a.m. ET on Dec. 31, 2025 | Source: Stocktwits" width="932" height="102"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 04:45 a.m. ET on Dec. 31, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user expected the ‘average price target to jump close to $300.’<stembedurl>https://stocktwits.com/BEGUIN/message/640481008</stembedurl>NVDA stock has gained over 39% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-is-ramping-ai-compute-at-breakneck-speed/cL7BTsJREzG">Elon Musk Is Ramping AI Compute At Breakneck Speed — Inside xAI’s Expanding Data Center Footprint</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

Nvidia’s China Orders Are Surging – And Retail Believes Price Targets Will Follow

According to a Reuters report, Chinese firms have lined up requests for more than 2 million H200 units slated for delivery in 2026, far more than the roughly 700,000 chips Nvidia currently has.

BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF

Short-Term Volatility, Then Markets Move On

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Little Impact — Fundamentals Still Rule

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