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Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending strongly amid positive developments in its AI and Cloud divisions, fueled by news of H200 GPU availability in China. The community is actively discussing a significant technical breakout on high volume, with many anticipating a substantial re-rating for the Chinese tech giant as it gains recognition in the AI sector.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is a focal point of market discussion following its new "Meta Compute" initiative and recent nuclear energy partnerships aimed at powering its extensive AI infrastructure buildout. While these ambitious investments underline a long-term strategic shift towards AI, community sentiment is divided, with many debating the immediate impact on the stock amid reports of job cuts in the Reality Labs division. Investors are closely scrutinizing whether this significant capital allocation will translate into tangible returns and address the company's recent price stagnation compared to other tech giants.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as market participants navigate concerns over renewed tariff threats and a deepening debate around Federal Reserve independence. Despite these geopolitical and monetary policy uncertainties, the community notes a remarkably resilient market where dips are consistently bought, fueling discussions about a potential AI-driven 'zombie grind higher' and its long-term sustainability.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems (OSS) is generating significant excitement following a new pre-production order from a major U.S. defense contractor for AI-powered vision systems, coupled with a strategic asset sale to sharpen its core focus. The community is actively anticipating a much larger military contract and is bullish on OSS's undervalued position within the rapidly growing Edge AI and defense sectors, noting its notably low share float as a factor for potential rapid movement.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is actively discussed as the market evaluates new 25% tariffs imposed on countries trading with Iran, fueling community debate on potential trade war implications, particularly with China. This geopolitical development unfolds as investors anticipate the upcoming CPI report, amid widespread discussion about market resilience despite ongoing concerns surrounding political influence on economic data and the Federal Reserve.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is a central topic of discussion, driven by its presentation at the J.P. Morgan Healthcare Conference, alongside recent announcements including the appointment of a Chief Commercial Officer and completion of enrollment for its VK2735 maintenance dosing study. The community is sharply divided: bulls emphasize the drug's "best-in-class" potential, robust clinical data, and strategic leadership moves positioning the company for significant partnerships in the rapidly expanding GLP-1 obesity market. Conversely, skeptics point to persistent stock underperformance, past insider selling, and the formidable competition, questioning the company's ability to capitalize on its assets and anticipating a "sell the news" reaction from the conference.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending after a recent CFO transition and mixed investor reactions to its preliminary Q4 results and a lowered price target, intensifying a significant decline in its stock value. The community is sharply divided, with bulls arguing the sell-off is an overreaction given strong user growth and AI integration into new learning areas, while bears express concern over its valuation, perceived AI threats, and alleged market manipulation.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as global efforts intensify to secure non-Chinese rare earth supply chains, a critical necessity for defense and advanced technologies. The community is actively discussing MP's strategic position as a vertically integrated U.S. producer, with many anticipating significant governmental support and partnerships to reduce reliance on foreign sources.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is trending due to the FDA's decision to waive the Advisory Committee meeting for its FILSPARI supplemental New Drug Application in Focal Segmental Glomerulosclerosis (FSGS). The community interprets this as a significant de-risking signal, fostering optimism for a potential approval given the high unmet need for FSGS treatments. With FILSPARI already approved for IgA nephropathy, the focus is on this crucial label expansion and its implications for the company's market position.

Biodesix, Inc. provides blood-based diagnostics services for patients with lung disease. The firm offers GeneStrat, a genomic blood test for patients who have been diagnosed with advanced lung cancer and VeriStrat, a serum proteomic test that provides prognostic and predictive information for patients with non-small cell lung cancer. It also offers six diagnostic tests including: Nodify XL2, Nodify CDT, GeneStrat, VeriStrat, Bio-Rad SARS-CoV-2 ddPCR test and the Platelia SARS-CoV-2 test. The company was founded by David Brunel and Robert E. Cawthorn in 2005 and is headquartered in Louisville, CO.

Biodesix Inc

Biodesix is trending following its preliminary Q4 and full-year 2025 results, which reported strong revenue growth exceeding guidance and reaffirmed Adjusted EBITDA positivity. The community is actively discussing the stock's significant price and volume surges, fueled by positive financial updates and speculation around its low float and high insider ownership. However, some market participants remain cautious about its long-term cash position and potential for dilution, while others are anticipating further upside in the oncology diagnostics company.

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<ul class="summary-bullets"><li>Pfizer scrapped its own obesity drug candidate, Danuglipron, in early 2025, citing risks of liver enzyme elevations.&nbsp;</li><li>The company purchased Metsera in November for up to $10 billion to reignite its obesity portfolio.&nbsp;</li><li>Pfizer is eyeing higher research and development expenses this year but is not planning any buybacks, the CEO said on Monday.</li></ul>Pfizer (PFE) CEO Albert Bourla on Monday said that the company is now looking to initiate over 20 late-stage drug trials this year, including several involving its newly-acquired obesity drugs.Pfizer scrapped its own obesity drug candidate, Danuglipron, in early 2025, citing risks of liver enzyme elevations. The move left the company with no in-house obesity drug candidate and created concerns about the firm’s competitiveness in the fast growing obesity drug marketplace.However, in November, the company bought obesity drug maker Metsera for up to $10 billion after a bidding war with Danish drugmaker Novo Nordisk, reigniting hopes in the segment.In December, the company also entered an exclusive global collaboration and license agreement with YaoPharma for the development, manufacturing and commercialization of YP05002, a small GLP-1 drug, currently in early-stage development for chronic weight management.<h2 class="st-heading-2">Acquisition Reignites Portfolio</h2>The purchase of Metsera added several candidates to Pfizer’s portfolio including MET-097i, a monthly injectable GLP-1 drug.Bourla said on Monday at the JP Morgan Healthcare Conference that the company expects to be able to release data from the monthly program this year. According to Bourla, the obesity market will "grow rapidly" to about $150 billion by 2030.Pfizer is eyeing higher research and development expenses this year. However, the company does not intend to do buybacks, the CEO said.“We never say no to buybacks, but it's not in our plan to do buybacks,” he said.Shares of the company closed down 1% on Monday.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PFE rose from ‘bearish’ to ‘neutral’ territory while message volume remained at ‘normal levels.A Stocktwits user expressed surprise at how the stock is trading in the red despite positive updates.<stembedurl>https://www.stocktwits.com/Micheal_Pothead/message/641575990</stembedurl><a href="https://stocktwits.com/symbol/PFE">PFE stock</a> has dropped 6% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/srpt-stock-tumbles-on-lackluster-preliminary-revenue-numbers/cmUaBWtR4Et">SRPT Stock Tumbles 12% On Lackluster Preliminary Revenue Numbers Due To Elevidys Safety Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pfizer CEO Albert Bourla leaves a meeting between CEOs and Senators to discuss Israel's war with Hamas on Capitol Hill on June 18, 2024. (Photo by Andrew Harnik/Getty Images)

Pfizer CEO Eyes Big Push Towards Obesity Drug Development In 2026 After $10B Metsera Acquisition

Pfizer’s CEO Albert Bourla is looking to initiate about 10 late-stage trials of the company’s new obesity drugs.

Equity

Pfizer’s CEO Albert Bourla is looking to initiate about 10 late-stage trials of the company’s new obesity drugs.


<ul class="summary-bullets"><li>The order would also strengthen the company’s position to compete for, and win, larger production opportunities with the army, OSS said.&nbsp;</li><li>In December 2025, OSSwon a $1.2 million production order from Safran Federal Systems.</li><li>In its latest quarterly update, One Stop Systems posted revenues of $18.76, up about 37% from the same period last year.</li></ul>Shares of One Stop Systems Inc. (OSS) have rallied over 50% in the last five days, gaining nearly 30% on Monday. Despite the steep surge, retail investors continue to remain ‘extremely bullish’ on the stock’s performance.Retail optimism comes amid the company’s approximately $1.2 million pre-production order from a U.S. defense prime contractor announced last week. Some investors are touting the potential of multi-year contracts up to $200 million in the U.S. defense and other commercial sectors based on past contracts.<h2 class="st-heading-2">Surge In Orders</h2>On Jan. 7, One Stop Systems said that the company had received a pre-production order from a new U.S. defense prime contractor for the design, development, and delivery of ruggedized integrated compute, and visualization systems for U.S. Army combat vehicles."It also strengthens our position to compete for, and win, larger production opportunities as the Army pursues next-generation vision, sensor distribution and sensor processing technologies across its fleet of manned and unmanned platforms," <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://onestopsystems.com/blogs/press-releases/oss-announces-new-partnership-with-leading-u-s-defense-prime-to-develop-enhanced-integrated-vision-system-for-u-s-army">said</a> Mike Knowles, President and CEO of One Stop Systems.In December 2025, the company won a $1.2 million production order from Safran Federal Systems, which brought the aggregate order value to about $1.9 million with the company following a September 2025 order, OSS said at the time.The company also sold all its assets and operations of Bressner Technology GmbH in December 2025 for $22.4 million. OSS had acquired Bressner in October 2018 for about $5.6 million.In its latest quarterly update, One Stop Systems posted revenues of $18.76, up about 37% from the $13.7 million in the same period last year. The company also posted earnings per share of $0.01 compared to a loss per share of $0.32 in the same period last year.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/OSS">OSS stock</a> was in ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volumes.One bullish user noted the U.S. Army’s potential funding for a rugged 360-degree Situational Awareness system, anticipating that this could lead to over $200 million in orders for the company over the next three to five years.<stembedurl>https://stocktwits.com/DisneyTrader/message/641562227</stembedurl>&nbsp;Another user called OSS an ‘under the radar’ AI stock that has been left behind.<stembedurl>https://stocktwits.com/RetireQuick/message/641566304</stembedurl>&nbsp;A third user forecasted that the stock’s price could go to $20.<stembedurl>https://stocktwits.com/GoChiefs15/message/641571302</stembedurl>&nbsp;Shares of OSS have gained over 239% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, the One Stop Systems (OSS) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OSS Stock Rallied Over 50% In The Last 5 Days — Why Is Retail Still Bullish?

Retail optimism for One Stop Systems comes amid the company’s about $1.2 million pre-production order from a U.S. defense prime contractor announced last week.

<ul class="summary-bullets"><li>Friedland proposed an eight-point plan aimed at turning the company around, including immediate governance reforms and operational leadership changes.</li><li>His recommendations include reconstitution of the company’s board of directors and suspension of all cash board compensation until the stock value improves to $10 per share.&nbsp;</li><li>He further recommended forming an independent special committee to evaluate strategic alternatives, including sale, take-private transaction, or merger scenarios.</li></ul>&nbsp;Shares of Lulu's Fashion Lounge Holdings, Inc. (LVLU) jumped 123% on Monday after activist investor Friedland Enterprises acquired approximately 5% of the company’s common stock and called for governance reforms in the company.Friedland Enterprises founder Christian Friedland <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/01/12/3217092/0/en/Friedland-Enterprises-Discloses-5-Stake-in-Lulu-s-Fashion-Lounge-Holdings-Calls-for-Governance-Reforms-and-Strategic-Review.html">said</a> that LVLU shares are “significantly undervalued” despite the company achieving two consecutive quarters of positive adjusted core profit and expanding gross margins."Management has been working through an operational turnaround, achieving positive EBITDA, improved margins, and balance sheet improvements," said Friedland. "What remains is governance reform, transparency, and strategic direction."<h2 class="st-heading-2">Friedland’s Proposal</h2>Friedland proposed an eight-point plan aimed at turning the online retailer around, including immediate governance reforms and operational leadership changes. His recommendations include reconstitution of the company’s board of directors and suspension of all cash board compensation until stock value improves to $10 per share.He further recommended hiring a permanent chief financial officer (CFO) within 120 days, returning founder Colleen Winter to the board and forming an independent special committee to evaluate strategic alternatives including sale, take-private transaction, or merger scenarios."My intent is constructive engagement, not confrontation,” Friedland said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LVLU rose from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user voiced optimism for the stock hitting as high as $25.<stembedurl>https://www.stocktwits.com/flytomoonwee/message/641550673</stembedurl>Another user opined that the stock jump implies a “solid bounce off recent lows” that could signal a trend change.<stembedurl>https://www.stocktwits.com/topstockalerts/message/641534077</stembedurl><a href="https://stocktwits.com/symbol/LVLU">LVLU stock</a> has dropped 5% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/atra-stock-nearly-halves-in-value-after-fda-refuses-approval-for-immunotherapy/cmUaE0tR4Em">ATRA Stock Nearly Halves In Value After FDA Refuses Approval For Immunotherapy: Retail Sees ‘Big Fight Back’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Lulu's Fashion Lounge logo is displayed on the screen of an iPad. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Why Did LVLU Stock More Than Double Today?

Activist investor Friedland Enterprises acquired approximately 5% of Lulu's Fashion Lounge’s common stock and also called for governance reforms in the company. 

<ul class="summary-bullets"><li>This is the second time that the FDA has refused to approve EBVALLO.</li><li>Atara said in a statement on Monday that the FDA’s new position is “contrary” to its prior alignment with the company on the trial design.</li><li>Atara had transferred its application seeking approval for EBVALLO to a U.S. pharma unit of Pierre Fabre Laboratories in November.</li></ul>Shares of Atara Biotherapeutics, Inc. (ATRA) slumped 53% on Monday after the U.S. Food and Drug Administration refused approval for its immunotherapy EBVALLO in treating patients two years of age and older with Epstein-Barr virus positive post-transplant lymphoproliferative disease.Epstein-Barr Virus (EBV)-positive Post-Transplant Lymphoproliferative Disorder (PTLD) is a serious, often life-threatening complication after organ or stem cell transplantation, characterized by uncontrolled growth of EBV-infected B-cells due to suppressed immunity, ranging from mononucleosis-like illness to aggressive lymphoma.The FDA <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.atarabio.com/news-events/press-releases/detail/380/atara-biotherapeutics-provides-regulatory-and-business">said</a> in a letter to the company that it is unable to approve its EBVALLO application in present form, stating that the trial conducted by the company is not adequate to provide evidence of effectiveness for accelerated approval. The authority also stated that the trial’s interpretability is confounded due to trial study design, conduct, and analysis.<h2 class="st-heading-2">Back-To-Back Rejection</h2>This is the second time that the FDA has refused to approve EBVALLO. The company resubmitted its application in 2025 after it was rejected the first time due to a concern with manufacturing.Atara said in a statement on Monday that the FDA’s new position is “contrary” to its prior alignment with the company on the trial design. “This prior alignment had been reached by Atara and the FDA through multiple, documented meetings held over the past five plus years,” it said. &nbsp;Atara had transferred its application seeking approval for EBVALLO to a U.S. pharma unit of Pierre Fabre Laboratories in November. Pierre will now seek a meeting with the FDA, which is expected to be granted within 45 days. The company said that it intends to urgently interact with FDA to find a path forward for EBVALLO approval with Pierre.<h2 class="st-heading-2">Company’s Reaction</h2>Atara CEO Cokey Nguyen said that the company is “surprised and disappointed” by the FDA decision.“The issues highlighted in the CRL were issues Atara and the FDA aligned on in previous reviews or communications. We had aligned with the agency to accept an Accelerated Approval and to perform a post marketing confirmatory study to support full approval. We proceeded with the BLA submission on this basis and continued all remediation efforts after the resubmission in 2025, in full reliance of the confirmation provided by the FDA,” the CEO said.Atara ended 2025 with cash, cash equivalents and short-term investments of $8.5 million after trimming down workforce by about 90% year-over-year and transitioning almost all activities and costs pertaining to EBVALLO to Pierre Fabre laboratories.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ATRA stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.A Stocktwits user expressed disappointment over the news.<stembedurl>https://www.stocktwits.com/BwesY/message/641538764</stembedurl>Yet another said that they added more shares of the company. “I am already sensing a big fight back,” they said.<stembedurl>https://www.stocktwits.com/Niddi/message/641533765</stembedurl><a href="https://stocktwits.com/symbol/ATRA">ATRA stock</a> has dropped 60% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-planet-labs-stock-gain-today/cmUad7cR4Ej">Planet Labs Stock Gained 7% Today — What Is The Swedish Military Deal About?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Esperion’s stock (ESPR) has risen 40.5% so far in 2025. (Representative Image: Getty Images)

ATRA Stock Nearly Halves In Value After FDA Refuses Approval For Immunotherapy: Retail Sees ‘Big Fight Back’

The Food and Drug Administration said in a letter to the company that it is unable to approve its EBVALLO application in present form, citing inadequate evidence of effectiveness for accelerated approval.

<ul class="summary-bullets"><li>Apple’s shipment surge was driven by strong sales of the iPhone 17 series and continued demand for the iPhone 16.</li><li>Looking ahead, Counterpoint predicts a slowdown in 2026 due to rising DRAM and NAND costs.</li><li>Memory now accounts for over 10% of the iPhone 17 Pro Max bill of materials, compared with just 8% in the iPhone 12 Pro Max in 2020.</li></ul>Apple Inc. (AAPL) grabbed 20% of the global smartphone market in 2025, boosted by the launch of the iPhone 17, but faces a potential 50% spike in DRAM prices as AI data centers compete with smartphones for memory bandwidth,&nbsp;according to the latest industry data.According to market research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://counterpointresearch.com/en/insights/global-smartphone-shipments-grew-2-percent-YoY-in-2025">firm&nbsp;</a>Counterpoint Research,&nbsp;worldwide smartphone shipments rose by 2% year-over-year in 2025, fueled by strong interest in high-end devices and growing adoption of 5G in emerging economies.<h2 class="st-heading-2">Apple Tops Market Share</h2>Apple’s 2025 shipments marked 10% year-on-year increase, the highest growth among the top five brands. The research firm attributed the success to strong sales of the iPhone 17 series and continued demand for the iPhone 16 in regions such as Japan, India, and Southeast Asia.Analyst Varun Mishra noted that the pandemic-era upgrade cycle also contributed to a surge in replacement demand.<blockquote>“Apple’s growth in 2025 was driven by its expanding presence and rising demand across emerging and mid‑size markets, supported by a stronger product mix.”- Varun Mishra, Senior Analyst, Counterpoint Research&nbsp;</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘high’ from ‘extremely high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_074320_png_19b67ebd59.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Jan. 12, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Jan. 12, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">2026 Outlook&nbsp;</h2>Looking ahead, Counterpoint predicts a slowdown in 2026 due to rising DRAM and NAND costs and the prioritization of AI data center components over smartphone production.<blockquote>“The global smartphone market is set to soften in 2026 amid DRAM/NAND shortages and rising component costs, as chipmakers prioritize AI data centers over smartphones.”-Tarun Pathak, Research Director, Counterpoint Research</blockquote>For instance, memory now accounts for over 10% of the iPhone 17 Pro Max bill of materials, compared with just 8% in the iPhone 12 Pro Max in 2020. Flagship devices. The firm predicted that memory costs could rise by 40%-50% in the fourth-quarter of 2025, with similar growth projected in the first-quarter of 2026 and around 20% in the second-quarter.&nbsp;However, Pathak stated that Chinese OEMs focusing on low-end devices may feel the greatest pressure, while Apple and Samsung are expected to remain more resilient due to strong supply chains and premium positioning.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-soun-stock-rising-premarket-today/cmU9USqR4ET">Why SOUN Stock Is In The Spotlight Today — What Is The Link With CES?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters.

Apple Captures 20% Of Global Smartphone Market, But Rising Memory Costs Cast Shadow On 2026 Growth 

According to market research firm Counterpoint Research, Apple’s 2025 shipments marked 10% year-on-year increase, the highest growth among the top five brands.

<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.

<ul class="summary-bullets"><li>The company announced pricing of pre-funded warrants to purchase an additional 1.375 million shares at $23.9999 per warrant.</li><li>Monte Rosa also provided underwriters with a 30-day option to purchase up to 1.875 million additional shares at the public offering price.</li><li>The transaction is expected to close by January 12, 2026.</li></ul>Shares of Monte Rosa Therapeutics (GLUE) remain on the retail radar this week after the company priced a $300 million underwritten public offering at a discount to its last closing price.&nbsp;At the time of writing, <a href="https://stocktwits.com/symbol/GLUE">GLUE stock</a> fell 0.7% in premarket trading on Friday.&nbsp;The offering includes 11.125 million shares of common stock priced at $24.00 per share, a 5.1% discount to Thursday’s close at $25.31. Monte Rosa Therapeutics also announced pricing of pre-funded warrants to purchase an additional 1.375 million shares at $23.9999 per warrant.In addition, Monte Rosa also provided the underwriters with a 30-day option to purchase up to 1.875 million additional shares at the public offering price, net of underwriting discounts and commissions. All shares and pre-funded warrants in the offering are being sold by the company.The transaction is expected to close on or about January 12, 2026, with Jefferies, TD Cowen, and Piper Sandler serving as joint book-running managers for the offering. The $300 million raise represents an upsizing from the $200 million offering announced earlier this week.<h2 class="st-heading-2">Stock On Retail Radar</h2>The stock has been in the limelight lately. On Wednesday, GLUE shares surged more than 50% in premarket, before paring some of the gains after the opening bell. The move followed the <a href="https://stocktwits.com/news-articles/markets/equity/why-did-glue-stock-surge-over-50-in-premarket-today-1/cmxzbnHR42E">release</a> of encouraging interim Phase 1 data for MRT-8102 showing strong anti-inflammatory effects in patients with elevated cardiovascular risk.In the study, C-reactive protein levels fell by 85% after four weeks of treatment, with most participants reaching levels associated with lower cardiovascular risk. The drug also delivered deep and sustained target engagement across multiple dose levels. Based on the results, the company plans to advance MRT-8102 into a Phase 2 study later this year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the premarket slide, retail sentiment on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours, amid ‘extremely high’ message volumes. GLUE was among the top trending tickers at the time of writing.<img src="https://news.stocktwits-cdn.com/GLUE_jpg_c79d022259.webp" alt="GLUE.jpg">One user said that the offer price came in higher than expected.<stembedurl>https://stocktwits.com/JacquelineWilder431/message/641308567</stembedurl>Over the past year, GLUE stock has surged nearly 300%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-aqst-stock-plunge-40-in-pre-market-today/cmU2g5ER4df">Why Did AQST Stock Plunge 40% In Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

GLUE Stock Slips Pre-Market After Pricing $300 Million Public Offer At Discount

The offering includes 11.125 million shares of common stock priced at $24.00 per share, a 5.1% discount to Thursday’s close at $25.31.

<ul class="summary-bullets"><li>iBio intends to use the proceeds from the private placement toward advancing its preclinical cardiometabolic programs.</li><li>This includes the IBIO-610, IBIO-600, and the myostatin and activin A bispecific programs.</li><li>The company also stated that it will use the funds to continue to progress other preclinical assets in the pipeline.</li></ul>Shares of iBio Inc. (IBIO) surged more than 12% in Friday’s pre-market trade after the company announced a private placement of securities worth $26 million.In its announcement, iBio stated that it has entered into a securities purchase agreement with existing healthcare-focused, high-quality institutional investors for private placement financing. It expects the offering to close on or about Jan. 13, 2026, subject to customary closing conditions.iBio stated that it is selling more than 11 million shares of its common stock at a purchase price of $2.35 apiece.<h2 class="st-heading-2">Here’s What iBio Intends To Use Funds For</h2>In its announcement, iBio noted that it intends to use the proceeds from the private placement toward advancing its preclinical cardiometabolic programs. This includes the IBIO-610, IBIO-600, and the myostatin and activin A bispecific programs.Additionally, iBio said it will use the funds to advance other preclinical assets in the pipeline. The balance, if any, would be used toward meeting the company’s working capital requirements, iBio stated.The company added that the $26 million private placement extends its cash runway into 2028. It is also worth nearly 50% of iBio’s current market capitalization, which stood at nearly $53 million on Thursday.<h2 class="st-heading-2">What Does iBio Do?</h2>iBio is a San Diego, California-based company that is working on the development of cardiometabolic and obesity medicines to promote higher quality weight loss and enhance overall metabolic health and function.The company states that current GLP-1 treatments result in muscle loss in addition to fat loss. However, its therapeutic candidates for cardiometabolic diseases and obesity aim to preserve and build muscle mass during weight loss.iBio says it uses its patented artificial intelligence and machine learning platform to accelerate the discovery of novel therapies for obesity and cardiometabolic disorders.<h2 class="st-heading-2">Here’s What Stocktwits Users Think</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/IBIO">iBio</a> trended in the ‘neutral’ territory at the time of writing.One user on the platform stated that the private placement is “bullish” news for the company, and that the “science here intrigues the industry.”<stembedurl>https://stocktwits.com/MiltonMilkyMilkovich/message/641313031</stembedurl><a href="https://stocktwits.com/symbol/IBIO">IBIO stock</a> is up 22% year-to-date, but down 14% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-is-fueling-smr-stock-surge-today/cmU2QIKR4dB">What Is Fueling SMR Stock's Surge Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of a trending stock chart.

IBIO Stock Soars 12% Pre-Market After Company Announces $26 Million Private Placement

iBio stated that it is selling more than 11 million shares of its common stock at a purchase price of $2.35 apiece.

<ul class="summary-bullets"><li>The pact aims to support existing reactors and to add additional clean generation to serve Meta’s regional electricity requirements.</li><li>The energy Meta is buying includes roughly 2,176 MW from the existing Perry and Davis-Besse nuclear stations in Ohio.&nbsp;</li><li>Vistra anticipates that the initial output under the long-term contracts will begin flowing to the grid in late 2026.&nbsp;</li></ul>Vistra (VST) and Meta Platforms (META) announced on Friday that they have finalized long-term energy agreements that will channel a considerable amount of low-carbon nuclear power into the PJM grid.&nbsp;The pact aims to support existing reactors and to add additional clean generation to serve Meta’s regional electricity requirements starting later this decade.The PJM region refers to a vast, connected electricity system run by PJM Interconnection, a nonprofit organization that manages power transmission.<h2 class="st-heading-2">Agreement Details And Scale</h2>Under the contracts, Vistra will supply more than 2,600 megawatts of carbon-free electricity through power purchase agreements spanning two decades to back Meta’s data center operations.The commitments mix output from three operating plants with expanded capacity made possible by planned uprates at those facilities.Following the agreement,&nbsp;<a href="https://stocktwits.com/symbol/VST">Vistra stock</a> jumped over 11% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.<h2 class="st-heading-2">Breakdown Of Nuclear Supply</h2>The energy Meta is buying includes roughly 2,176 MW from the existing Perry and Davis-Besse nuclear stations in Ohio. Another 433 MW will come from planned equipment enhancements at Perry, Davis-Besse and the Beaver Valley plant in Pennsylvania that will raise generation capacity.&nbsp;Vistra anticipates that the initial output under the long-term contracts will begin flowing to the grid in late 2026. Additional increased capacity is expected to come online incrementally through 2034.<h2 class="st-heading-2">Meta’s AI Bet</h2>Along with Vistra, Meta also signed a similar power&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-oklo-stock-surged-premarket-today-meta-deal/cmU2fX3R4dI">agreement&nbsp;</a>with Oklo (OKLO) and TerraPower, signaling the importance of powering its AI ambitions.&nbsp;<blockquote>"At Meta, we are investing in nuclear energy because it provides clean, reliable power that is essential for advancing our AI ambitions and strengthening American leadership in energy innovation.”-Urvi Parekh, Head of Global Energy, Meta</blockquote>On Thursday, Cantor raised its price target on Meta Platforms to $750 from $720 and kept an Overweight rating, according to TheFly. The firm said that even amid economic uncertainty, it sees a brighter outlook for major internet companies heading into 2026, driven by artificial intelligence that is boosting growth and returns.&nbsp;VST stock has declined by over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inmd-stock-draws-investor-attention-on-q4-financial-update/cmU2fuWR4d7">INMD Stock Draws Investor Attention On Q4 Financial Update</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this aerial view, the shuttered Three Mile Island nuclear power plant stands in the middle of the Susquehanna River.

Why Did Vistra Stock Surge 11% Pre-Market Today? 

Under the contracts, Vistra will supply more than 2,600 megawatts of carbon-free electricity through power purchase agreements spanning two decades to back Meta’s data center operations.

<ul class="summary-bullets"><li>The agreement allows Meta to prepay for power and provide funding for Oklo’s Aurora powerhouse deployment.</li><li>Oklo plans to use the funds to secure nuclear fuel and advance Phase 1 development on its 206-acre site in southern Ohio.</li><li>Pre-construction is slated to begin in 2026, with initial operations targeted for 2030.</li></ul>Oklo Inc. (OKLO) shares surged 20% in pre-market trading on Friday after the company announced an agreement with Meta Platforms (META) to advance plans for a 1.2-gigawatt clean power campus in Pike County, Ohio, aimed at supporting Meta’s regional data center operations.The agreement allows Meta to prepay for power and provide funding that increases project certainty for Oklo’s Aurora powerhouse deployment. Oklo plans to use the funds to secure nuclear fuel and advance Phase 1 development on its 206-acre site in southern Ohio. The project is expected to create thousands of construction and long-term jobs, Oklo added.Pre-construction is slated to begin in 2026, with initial operations targeted for 2030 and full capacity expected by 2034. This is part of Meta’s power agreements, which include Vistra Corp (VST) and&nbsp;TerraPower.“Our agreement with Oklo enables the development of 1.2 gigawatts of nuclear energy in Southern Ohio, supporting Meta’s operations in the region - including our AI supercluster in New Albany. This project will create jobs, spur local innovation, and advance American leadership in energy technology,” said Urvi Parekh, head of global energy, Meta.Oklo stock has attracted strong buying interest in recent sessions. Earlier this week, shares of the Sam Altman-backed nuclear company posted their best day in a month. Investor attention also picked up after the Department of Energy announced a $2.7 billion investment to strengthen domestic uranium enrichment over the next decade.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained ‘extremely bullish’ over the past 24 hours, amid ‘extremely high’ message volumes. <a href="https://stocktwits.com/symbol/OKLO">OKLO</a> was also among the top trending tickers on the platform at the time of writing.One bearish user was sceptical about the stock movement given the company’s low revenue.<stembedurl>https://stocktwits.com/Rodriguez2004/message/641314713</stembedurl>The stock has seen strong buying interest over the past year, surging more than 250%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/glue-stock-slips-pre-market-after-pricing-300-million-public-offer-at-discount/cmU2ghYR4dQ">GLUE Stock Slips Pre-Market After Pricing $300 Million Public Offer At Discount</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Oklo Inc.

OKLO Stock Surged 20% In Premarket Today – What’s The Meta Agreement About?

Oklo’s agreement with Meta Platforms advances its plans to develop a 1.2 GW power campus in Ohio to support Meta’s data centers.

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