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TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending due to accelerated U.S. efforts to streamline deep-sea mining permits, highlighted by a White House Press Secretary re-post of relevant news and an upcoming Congressional hearing featuring TMC's CEO. The community is highly bullish, anticipating a major breakout as regulatory clarity aligns with the growing recognition of deep-sea minerals as a national security priority. Many believe these developments signal significant long-term potential for the company.

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

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is dominating financial discussions after Chairman Ryan Cohen expanded his stake, acquiring an additional 500,000 shares. This bold insider buy has ignited fervent community speculation about a potential market catalyst, renewing hopes for a significant move in the high short interest stock. While some express frustration over muted price action, many view Cohen's increasing ownership as a definitive signal of underlying value and a potential turning point.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is experiencing a powerful rally, driven by analyst upgrades and the narrative of unprecedented demand for memory and data storage, particularly from the expanding AI infrastructure. This momentum is fueled by reports of memory producers prioritizing profit over increased NAND output amidst supply constraints, leading to a significant short squeeze. While many investors celebrate substantial gains, the community is intensely debating whether the stock's parabolic ascent signifies a new market leader or an unsustainable, manipulated bubble ahead of its upcoming earnings.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is surging due to promising long-term follow-up data for its personalized cancer vaccine for melanoma, developed in partnership with Merck, which has shown sustained improvement in patient outcomes. This breakthrough is fueling widespread community discussion about the transformative potential for cancer treatment, a significant new revenue stream, and strong speculation around the stock being undervalued and poised for substantial upside or even a buyout, intensifying a short squeeze.

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

Novavax, Inc.

Novavax Inc

Novavax is currently trending following a significant licensing deal with Pfizer, which is widely seen as a major validation for its Matrix-M adjuvant technology. This news has ignited intense community discussion around the stock's substantial short interest, with many anticipating a potential squeeze and predicting further partnerships that could establish Matrix-M as a pivotal asset in the vaccine industry.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending strongly, demonstrating remarkable resilience and outperformance compared to peers like NVIDIA and Intel, even amidst broader market weakness. This momentum is driven by growing community conviction in AMD's increasing market share within the burgeoning AI and data center sectors, ahead of anticipated earnings. While many celebrate its upward trajectory and foresee new highs, some investors caution about potential overvaluation and a possible bull trap.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing a significant surge ahead of its upcoming quarterly report, fueled by recent analyst upgrades, growing optimism for its turnaround strategy, and strong demand for server CPUs. The community is abuzz with speculation regarding potential major partnerships and government contracts, leading to intense debates about whether the positive news is already priced in or if a further breakout is imminent. This renewed confidence highlights Intel's strategic importance in domestic chip manufacturing and its progress in advanced process technology.

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

ImmunityBio Inc

ImmunityBio (IBRX) is trending as a clear FDA resubmission pathway for ANKTIVA in bladder cancer, coupled with recent Saudi FDA approval for lung cancer, de-risks its regulatory future. The community is highly engaged, actively discussing a potential short squeeze fueled by rapidly increasing cost-to-borrow rates and a strong conviction in the company's revolutionary cancer therapies, particularly as key figures hint at broader awareness initiatives.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed (PAVM) is trending after its subsidiary, Lucid Diagnostics, secured a significant U.S. Department of Veterans Affairs contract for its EsoGuard Esophageal DNA Test. This news has ignited intense community debate, with discussions centered on the stock's low float and high volatility, alongside speculation about short squeeze potential versus concerns over dilution and profit-taking. Traders are actively evaluating the contract's long-term valuation impact amid rapid price movements.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending due to its recent strategic partnership with Primary Digital Infrastructure to develop a significant AI data center campus in West Texas, alongside the finalization of a key acquisition. The community is actively discussing an imminent hyperscale tenant announcement, fueling speculation about major tech firms and the potential for a short squeeze within the rapidly expanding AI infrastructure sector.

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<ul class="summary-bullets"><li>Campos, the code name for the chatbot, will replace Siri in its current interface, as per the report.&nbsp;</li><li>The new chatbot will surpass current Siri capabilities, including a 2026 update.</li><li>According to a separate report from The Information, Apple is developing an AI-driven wearable pin that could come to market as soon as 2027.</li></ul>Apple Inc. (AAPL) is reportedly planning to overhaul its smart assistant Siri into an artificial intelligence chatbot later this year.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-21/ios-27-apple-to-revamp-siri-as-built-in-iphone-mac-chatbot-to-fend-off-openai">report</a> from Bloomberg that cited people familiar with the matter, the chatbot will be embedded deeply into Apple’s iPhone, iPad, and Mac operating systems. Campos, the code name for the chatbot, will replace Siri in its current interface, the report added.The chatbot capabilities are likely to come later in the year, as per the report. Apple is looking to reveal the chatbot in June at its Worldwide Developers Conference and release it later in September, according to the people cited by Bloomberg.Shares of AAPL were up 0.39% at the time of writing.<h2 class="st-heading-2">The Campos Chatbot</h2>The move will push Apple deeper into the generative AI space, dominated by OpenAI and Google at present. The new chatbot will surpass current Siri capabilities, including a 2026 update, as per the report.Users will be able to activate the new chatbot service just as they do with Siri now, saying “Siri” or by pressing and holding the side button on their iPhone or iPad.Campos, which will support both voice and text input, will be the flagship new feature across Apple’s next-generation operating systems. Apple plans to embed it into iOS 27 and iPadOS 27, code-named Rave, as well as macOS 27, which is internally called Fizz, according to Bloomberg. Apart from the chatbot interface, Apple’s operating systems won’t see any other big changes this year.Within the company, the chatbot is being tested as a standalone Siri app, similar to ChatGPT’s and Gemini’s App Store versions. The company will not offer that to customers yet, as per the report. Instead, Campos will be integrated across its operating systems, like Siri, as per Bloomberg.<h2 class="st-heading-2">Apple’s Wearable Pin</h2>Apple is reportedly developing an AI-driven wearable pin about the size of an AirTag, featuring multiple cameras, along with a speaker, microphones, and wireless charging.The device could come to market as soon as 2027, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-developing-ai-wearable-pin?utm_campaign=article_email&amp;utm_content=article-16439&amp;utm_medium=email&amp;utm_source=sg">report</a> from The Information that cited people familiar with the project.The development is reportedly in very early stages and could potentially be canceled as well. However, Apple seeks to push this forward faster than usual in a bid to stay ahead of OpenAI, as per the report. The company plans to make about 20 million units at launch.The AI push comes as OpenAI is working on its own AI-powered devices including earbuds, Meta Platforms is selling AI-assisted smart glasses, and Google is planning its own smart glasses, in partnership with Samsung.The iPhone maker is working on other pin AI-powered products, including AirPods with enhanced sensors, a security camera, smart glasses, and augmented reality glasses, The Information said, citing people familiar with the projects. The company is also developing a home product with a small display, speakers, and a robotic swiveling base that will have AI features and is looking to release it as soon as this spring, as per the report.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bullish’ territory amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_at_2_54_11_AM_png_10f78cd19a.webp" alt="On Stocktwits, retail sentiment around AAPL shares was in the ‘bullish’ territory amid ‘high’ message volumes." width="1284" height="146"></figure>&nbsp;Shares of AAPL have gained over 11% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The Apple Intelligence logo is being displayed on a smartphone, with the Apple Siri logo in the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Apple Pushes Further Into AI With Chatbot Plans, Wearable AI Pins: Reports

According to a report from Bloomberg, Apple is looking to reveal the chatbot in June at its Worldwide Developers Conference and release it later in September.

Equity

<ul class="summary-bullets"><li>Altman said ChatGPT faces conflicting criticism and stressed the need to protect vulnerable users.</li><li>The exchange comes amid continued scrutiny over chatbot safety and mental health use.</li><li>Altman cited Tesla Autopilot deaths and referenced Grok-related image issues under regulatory review.</li></ul>OpenAI CEO Sam Altman pushed back after Tesla’s Elon Musk warned users not to let their loved ones use ChatGPT, sparking a public spat over AI safety, mental health risks, and platform responsibility.<h2 class="st-heading-2">Altman Defends ChatGPT Amid Musk’s Criticism</h2>Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2013646828768518163">wrote on X</a>, “Don’t let your loved ones use ChatGPT,” after crypto-focused influencer DogeDesigner claimed the chatbot had been linked to nine deaths, including five alleged suicides involving teens and adults.Altman responded, saying criticism of ChatGPT often cuts both ways. “Sometimes you complain about ChatGPT being too restrictive, and then in cases like this, you claim it’s too relaxed,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/2013703158459978076">Altman wrote on X</a>. “Almost a billion people use it, and some of them may be in very fragile mental states.”“We will continue to do our best to get this right, and we feel [a] huge responsibility to do the best we can, but these are tragic and complicated situations that deserve to be treated with respect,” Altman said.&nbsp;Altman also drew a comparison to Tesla’s driver-assistance systems, saying that more than 50 people have reportedly died in crashes linked to Autopilot. He said the only time he rode in a car using it, he felt it was “far from a safe thing for Tesla to have released.”Altman added that he would not “even start on some of the Grok decisions,” referring to the recent surge of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grok-ai-is-in-the-spotlight-today-this-time-not-for-a-good-reason/cmxyCHvR42G">AI-generated nonconsensual&nbsp;explicit images</a> produced through Grok on X, which has prompted regulatory probes in Europe, India, and Malaysia.“You take ‘every accusation is a confession’ so far,” Altman wrote.The longstanding beef between the two entrepreneurs has been&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-says-elon-musk-left-openai-for-dead-after-tesla-ceo-accuses-him-of-stealing-a-nonprofit/cL2ZqkfR3yo">quite public</a>. Musk sued OpenAI last year over its plans to convert into a public benefit corporation, arguing that the company had strayed from its founding agreement by prioritizing profit over the broader benefit of humanity. Interestingly, he co-founded OpenAI with Altman in 2015, when it was launched as a research lab, but left the board in 2018. Since then, he has been a blunt critic of the company.<h2 class="st-heading-2">Lawsuit Put ChatGPT Safety Under Scrutiny</h2>The announcement comes amid heightened scrutiny of AI chatbots over lawsuits and media reports over their potential role in mental health crises.The parents of a 16-year-old boy sued OpenAI in August 2025 for wrongful death, saying ChatGPT aided their son’s suicide. They claimed their son became reliant on the chatbot for communication in the weeks leading up to his death, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nbcnews.com/tech/tech-news/family-teenager-died-suicide-alleges-openais-chatgpt-blame-rcna226147">report</a> by NBC News.The teen’s family alleged safeguards meant to trigger during emergencies did not work. The family’s lawsuit claimed wrongful death, design defects, and failure to warn. OpenAI maintained that ChatGPT directs users to crisis hotlines and other resources outside of the app. The case joins a growing number of wrongful death&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openais-legal-nightmare-isnt-over-judge-greenlights-jury-trial-in-elon-musks-lawsuit/cmUGw6vR4Pd">lawsuits</a> filed against OpenAI in recent months.The company has noted&nbsp;that safeguards can degrade over longer conversations, and said it’s working to improve safety tools for teens. Last year, OpenAI detailed plans to better respond to crises,&nbsp;including expanding safety measures for long conversations.<h2 class="st-heading-2">Tesla Safety Back In Focus</h2>Altman’s comments also come amid continued scrutiny of Tesla’s safety record. Public databases of Tesla-related deaths include scores of crashes in which Autopilot or other driver-assistance technologies were reported to have been engaged moments before impact, according to data from U.S.&nbsp;regulators, court filings, and news reports.Tesla has also been investigated by U.S. and foreign regulators over emergency door release systems. Regulators have looked at whether Tesla’s door controls are visible and easy to find in an emergency. Regulators in Europe have raised similar questions, and China reportedly mulled restrictions on fully retractable door handles.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward Tesla and OpenAI was ‘bearish’, with message volume being ‘low’ for TSLA and ‘extremely low’ for OpenAI.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_b301f42a5c.webp" alt="tsla ss.png" width="970" height="143"><figcaption>TSLA sentiment and message volume as of January 21 | Source: Stocktwits</figcaption></figure><figure class="image"><img src="https://news.stocktwits-cdn.com/openai_ss_png_60baf2c074.webp" alt="openai ss.png" width="969" height="154"><figcaption>OPENAI sentiment and message volume as of January 21 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has declined nearly 7% so far this year, trailing the benchmark S&amp;P 500 and Nasdaq indices.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of 'OpenAI' is displayed on a mobile phone screen in front of a computer screen displaying the photographs of Elon Musk and Sam Altman. (Photo by Muhammed Selim Korkutata/Anadolu via Getty Images)

Sam Altman Points Fingers At Tesla Autopilot, Grok Issues After Elon Musk Warns Against ChatGPT Use Over Safety 

The exchange took place after a post by a crypto-focused influencer drew attention to alleged links between ChatGPT and multiple deaths.

In this photo Illustration a X logo is seen on a smartphone screen and effigies of Elon Musk with the Twitter logos as background. (Photo Illustration by Nikolas Kokovlis/NurPhoto via Getty Images)

Elon Musk Opens The Black Box: X Releases Its Algorithm To The Public

The GitHub repository needs expert review, although Musk earlier said the now-released code covers how the post recommendation works in X.   

<ul class="summary-bullets"><li>Bitmine shareholders are going to vote on the company’s proposal to expand authorized shares from 500 million to 50 billion on Thursday.</li><li>In an interview with Sampro TV,&nbsp; Tom Lee dismissed dilution concerns, stating that Bitmine had never issued shares below net asset value.</li><li>He also hinted that Bitmine may have plans to buy a “financial institution”&nbsp; in the future.</li></ul>Bitmine Immersion Technologies (BMNR) chairman Tom Lee said OpenAI CEO Sam Altman and Ethereum (ETH) founder Vitalik Buterin are slated to attend Thursday’s shareholder vote and annual general meeting.“We have a great lineup of speakers. We have Vitalik, who is the founder and creator of Ethereum and we have Sam Altman from OpenAI speaking,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=J14AG23EIr8">interview</a> with Korean outlet Sampro TV on Wednesday. “We're going to lay out our roadmap for 2026, which includes the four pillars of growth beyond just staking income that'll render growth for Bitcoin.”<a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> was down 1.3% in overnight trade ahead of the AGM scheduled for 12:00 p.m. ET. Retail sentiment around the company trended in ‘bullish’ territory amid ‘high’ levels of chatter.Vitalik’s outlook for 2026 was positioned as a “rebellion” against centralized tech giants, and avoid hype like political meme coins. It will be interesting to see his take on a publicly listed company keeping Ethereum in its coffers.Meanwhile, Altman’s Worldcoin (WLD) project is the primary treasury asset of Eightco (ORBS). BMNR pitched in $20 million during the company’s $270 million strategic fund raise, and the ORBS’ stock is the company’s first ‘moonshot’ investment.<h2 class="st-heading-2">If Shareholders Vote No, The Company Won’t Grow</h2>Lee said&nbsp;the&nbsp;upcoming shareholder vote was pivotal because Bitmine is running out of authorized shares to buy more Ethereum. The company has proposed to increase its authorized shares from 500 million to 50 billion.Lee said that without shareholder approval, the company can’t issue new shares, which means it can’t buy&nbsp;more&nbsp;Ethereum or make any acquisitions. He positioned it as the company essentially stagnating without a catalyst. “If you don't vote in favor of increasing the shares, the company will stop growing,” he said, noting that for the proposal to pass, it need 50.1% votes.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.3% lower in the last 24 hours, holding ground above $3,300. Retail sentiment around the leading altcoin on Stocktwits dipped to ‘bearish’ from ‘neutral’ over the past day.<h2 class="st-heading-2">Is Bitmine Looking To Acquire Another Crypto DAT?</h2>Lee added that the reason the size of the increase is so large is that the process doesn’t have to be repeated. He said it's a time-consuming and expensive endeavour, which would require another full shareholder campaign if repeated.&nbsp;“There's no organic reason to go to 50 billion shares, but for share splits, we're going to need it in the future and we’re going to need it for future acquisitions. We may acquire another financial institution,” he said, hinting that Bitmine may have plans to buy a digital asset treasury (DAT) in the future.<h2 class="st-heading-2">Dilution Is Not A Concern</h2>The primary concern shared on social media around the increase in authorized shares to 50 billion centers on dilution. However, Lee said it's a non-issue. “The only way somebody is diluted is if you issue shares below asset value,” he said. “Bitmine has never issued stocks below investment values. So it has never diluted a single share.”Lee explained that the management only benefits if the share price&nbsp;rises and issuing stock&nbsp;below the net asset value (NAV),&nbsp;which&nbsp;would hurt management financially.&nbsp;The other argument against the proposal has been that BitMine also has the option to wait until BMNR’s share price is higher. Lee called&nbsp;the&nbsp;idea of&nbsp;delaying&nbsp;authorization “a really bad take.” He stated that it could take months for the stock price to be higher and share authorization campaigns are also not instantaneous. In the interim, the cost of repeating a shareholder campaign would add up, and the company would miss growth opportunities due to the delay.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-goes-long-on-strategy-betting-on-bitcoin-rebound-adds-zcash/cmU19D0R47L">Arthur Hayes Goes Long On Strategy, Metaplanet Betting On Bitcoin Rebound – Continues To Add To Zcash Stack</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee Says Sam Altman, Vitalik Buterin Slated To Attend BMNR AGM – Shareholders Gear Up To Vote On Massive Share Increase

Bitmine’s chairman said that without shareholder approval, the company can’t issue new shares, which means it can’t buy more Ethereum or make any acquisitions. 

Cryptocurrency

<ul class="summary-bullets"><li>According to a report from CNBC that cited people close to the company, the deal is worth over $10 billion.&nbsp;</li><li>Cerebras said that the partnership was a decade in the making, with teams of both companies having met frequently since 2017 to share research and other work.&nbsp;</li><li>Cerebras is an artificial intelligence company that builds Wafer-Scale Engines (WSEs) designed to train and run generative AI models that are touted to respond up to 15 times faster than GPU-based systems.</li></ul>ChatGPT’s OpenAI and AI chipmaker Cerebras Systems on Wednesday announced that they have signed a 750 megawatts multi-year computing power agreement.Both companies announced the plans on their websites. The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.Meanwhile, OpenAI said in its statement that capacity will go online in multiple tranches through 2028.<h2 class="st-heading-2">Deal Contours</h2>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/14/cerebras-scores-openai-deal-worth-over-10-billion.html">report</a> from CNBC that cited people close to the company, the deal is worth over $10 billion.Cerebras said that the partnership was a decade in the making, with teams having met frequently since 2017 to share research. Under the deal, Cerebras will deploy its wafer-scale systems to serve OpenAI customers.“For Cerebras, 2026 is shaping up to be an extraordinary year. In collaborating with OpenAI, the wafer-scale technology we pioneered will reach hundreds of millions—and eventually billions—of users,” the company said.“OpenAI’s compute strategy is to build a resilient portfolio that matches the right systems to the right workloads. Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people,” said Sachin Katti, who works with OpenAI’s compute infrastructure.<h2 class="st-heading-2">What Is Cerebras?</h2>Cerebras is an artificial intelligence company that positions itself as a high-speed solution for AI. The company builds Wafer-Scale Engines (WSEs) or large processors designed to train and run generative AI models touted to provide responses up to 15 times faster than GPU-based systems.This makes Cerebras a competitor to companies like Nvidia Corp. (NVDA), which provides GPU-based solutions and is the largest semiconductor company in the world.Earlier, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-13/cerebras-in-discussions-to-raise-funds-at-22-billion-valuation">reported,</a> citing a person familiar with the matter, that Cerebras was in talks to raise about $1 billion in a new funding round, valuing it at $22 billion before the investment. The company was still planning to pursue an initial public offering, as per the report.Cerebras <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2021728/000162828024041596/cerebras-sx1.htm">filed</a> for an IPO with the U.S. Securities and Exchange Commission in 2024, without a set share price or expected market cap. The company was expected to go public in 2025, but <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2021728/000119312525230382/d886849drw.htm">withdrew</a> its plans in October 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around OpenAI was in the ‘neutral’ territory amid ‘high’ message volumes.Meanwhile, retail sentiment around Cerebras Systems was in the ‘neutral’ territory amid ‘normal’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the logo of OpenAI Voice Engine is seen on the mobile phone. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

OpenAI Partners With Cerebras For 750 MW Computing Power Deal Through 2028

The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.

<ul class="summary-bullets"><li>Walmart stock has gained nearly 20% in the last three months.</li><li>After an AI shopping partnership with ChatGPT, Walmart announced a similar integration with Google’s Gemini earlier this week.</li><li>Stocktwits sentiment for WMT has moved up to ‘extremely bullish.’</li></ul>Walmart, Inc. is poised to see sales acceleration on the back of its AI shopping partnerships with OpenAI’s ChatGPT and Google’s Gemini, Goldman Sachs said in an investor note, following the management’s comments at a conference on Tuesday.Walmart plans to push AI tools and features to its customers in a big way this year, which could deliver material gains given the company’s massive scale, according to the investment research firm, which reiterated its ‘Buy’ rating on the WMT stock.<h2 class="st-heading-2">AI Partnerships</h2>In October, Walmart and OpenAI announced a partnership to let shoppers browse and buy Walmart products directly inside ChatGPT using a built-in Instant Checkout feature. The integration, which also spans Sam’s Club products, was hailed as a major move by America’s largest retail chain in AI-assisted shopping.Earlier this month, the retailer announced a similar shopping integration with Google’s AI assistant Gemini. Although there are concerns that AI bots could divert traffic from Walmart’s sites, investors are largely positive about the integrations.&nbsp;<h2 class="st-heading-2">Stock Move &amp; Retail View</h2><a href="https://stocktwits.com/symbol/WMT">Walmart shares</a> have climbed nearly 20% over the past three months, with sharp gains over the past four sessions pushing the stock to yet another record high. On Stocktwits, the retail sentiment shifted to ‘extremely bullish’ as of early Wednesday, from ‘bullish’ the prior day.&nbsp;The stock is also <a href="https://stocktwits.com/news-articles/markets/equity/why-is-walmart-stock-rising-premarket-today/cmU9udWR43t">set to join</a> the Nasdaq 100 Index next week, replacing drugmaker AstraZeneca.&nbsp;<h2 class="st-heading-2">Walmart’s 2026 AI Plan</h2>Speaking at the ICR Conference, Walmart’s executive vice president for AI acceleration, product, and design, Daniel Danker, said the company is now focusing on agentic AI, which involves customer features evolving from recommendations to taking actions on behalf of customers.He hinted that Walmart might launch auto-ordering – customers could set AI to automatically order essentials periodically. “We’re not quite there yet, but we’re moving fast. So I think it’s coming,” he said, according to a transcript of the presentation on Koyfin.&nbsp;&nbsp;Regarding the ChatGPT and Gemini partnerships, Danker clarified that they are demand expanders, not traffic stealers. “We’re actually not receiving just orders, we’re actually receiving customers who are in the midst of placing an order,” he said, meaning that Walmart is getting access to consumer shopping journeys that begin outside of Walmart’s e-commerce sites.Moreover, the Gemini integration allows users to build a basket in ChatGPT, which is then mirrored in Walmart. That significantly improves customer convenience, Danker said.Walmart is scheduled to report fiscal 2026 fourth-quarter results on Feb. 19. The retailer’s revenue is expected to increase 5.3% to $188.4 billion, and adjusted earnings by 10% to $0.72 per share, according to analyst estimates from Koyfin.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-stock-under-pressure-as-warner-bros-deal-saga-spills-over/cmUh63HR4It">Netflix Stock Under Pressure As Warner Bros. Deal Saga Spills Over</a>

The Walmart logo displayed at the Walmart storefront in Edmonton, Alberta, Canada, on February 15, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Walmart’s AI Push With Google Gemini And ChatGPT Is Starting To Pay Off: Goldman Flags Sales Upside Ahead

Investors have pushed WMT stock to another record high on AI-driven optimism.

<ul class="summary-bullets"><li>OpenAI made a string of acquisitions last year, the most prominent being the acquisition of Jony Ive’s design studio.</li><li>The trend highlights OpenAI’s strategy of acquiring capabilities through inorganic expansion to sustain the pace of technological development.</li><li>OpenAI has made two deals already this month.</li></ul>OpenAI said on Monday that it has acquired health-tech startup Torch, reportedly for $100 million, marking its second acquisition of the year just two weeks into 2026.Torch uses AI to analyze and unify medical records, helping clinicians and patients better manage healthcare data. OpenAI is subsuming Torch’s technology and team into its ChatGPT Health division, it said.The ChatGPT operator has been acquiring small and big startups at a rapid clip (see table), often hiring their entire teams and leadership. The strategy is not unusual for large companies, which often pursue inorganic expansion to access new technologies and sustain the pace of product and capability growth.&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td>Company</td><td>Product &amp; Services</td><td>Deal Size</td><td>Date</td></tr><tr><td>Windsurf (formerly Codeium)</td><td>AI-assisted coding tools</td><td>$3B; reported</td><td>May-25</td></tr><tr><td>io Products (Jony Ive's startup)</td><td>AI hardware design</td><td>$6B; reported</td><td>May-25</td></tr><tr><td>Statsig</td><td>Product experimentation, feature flags, analytics tools</td><td>$1.1B; all-stock</td><td>Sep-25</td></tr><tr><td>Roi</td><td>Personal finance app</td><td>Undisclosed</td><td>Oct-25</td></tr><tr><td>Sky (Software Applications Incorporated)</td><td>AI natural-language interface for macOS</td><td>Undisclosed</td><td>Oct-25</td></tr><tr><td>Neptune (neptune.ai)&nbsp;</td><td>Monitoring and de-bugging tools for AI</td><td>Undisclosed</td><td>Dec-25</td></tr><tr><td>Convogo</td><td>HR tools</td><td>Undisclosed</td><td>Jan-26</td></tr></tbody></table></figure>Source: OpenAI blog, media reports In December, OpenAI appointed Google veteran Albert Lee to head its corporate development efforts, signaling that the company intends to stay active on the M&amp;A front.The largest deal for OpenAI recently was the May 2025 acquisition of io, the design studio founded by former Apple chief designer Jony Ive. The high-profile move was widely covered at the time, and OpenAI soon announced plans to use its new resources to develop the company’s first AI gadget.Few details have been officially shared about the device, but OpenAI CEO Sam Altman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-eyes-iphone-moment-with-openais-forthcoming-ai-device/cL52dHEREXI">recently said</a> it would be intuitive, easy to use, and highly personalized. Later, however, a leaker said it might not be a wearable but an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openais-first-ai-device-could-be-a-pen/cL7B3unREzQ">AI-powered pen</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-joins-coveted-4t-club-powered-by-ai-strength/cmUQMjrR442">Alphabet Joins Coveted $4T Club Powered By AI Strength; Nvidia Leads, Apple’s Out</a>

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI’s Torch Acquisition Adds To A Busy M&A Push — Here’s What The ChatGPT Maker Has Snapped Up Recently

With Torch, OpenAI has already made two deals this year.

<ul class="summary-bullets"><li>U.S. President Donald Trump indicated that the proposed framework would ensure that Americans do not bear higher electricity costs linked to the rapid data center buildout.</li><li>While tech companies have pushed back on claims that data centers are driving up electricity costs, consumer backlash is growing and the issue has emerged as a political flashpoint ahead of the midterm elections.</li><li>Trump said Microsoft, the first of the tech companies working on the plan, will make ‘major changes beginning this week.’</li></ul>U.S. President Donald Trump said on Monday that his administration is working with Microsoft and other technology giants on a plan to ensure that the high power costs of running data centers do not spill into household utility bills.“I never want Americans to pay higher Electricity bills because of Data Centers. Therefore, my Administration is working with major American Technology Companies to secure their commitment to the American People, and we will have much to announce in the coming weeks,” Trump said in a Truth Social&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/115884759090137876%20Under%20Sleepy%20Joe%20Biden%20and%20the%20Radical%20Left%20Democrats,%20the%20average%20American%20Household%E2%80%99s%20monthly%20Utility%20bills%20went%20up%20MASSIVELY%20%E2%80%94%20over%2030%!%20I%20never%20want%20Americans%20to%20pay%20higher%20Electricity%20bills%20because%20of%20Data%20Centers.%20Therefore,%20my%20Administration%20is%20working%20with%20major%20American%20Technology%20Companies%20to%20secure%20their%20commitment%20to%20the%20American%20People,%20and%20we%20will%20have%20much%20to%20announce%20in%20the%20coming%20weeks.%20First%20up%20is%20Microsoft,%20who%20my%20team%20has%20been%20working%20with,%20and%20which%20will%20make%20major%20changes%20beginning%20this%20week%20to%20ensure%20that%20Americans%20don%E2%80%99t%20%E2%80%9Cpick%20up%20the%20tab%E2%80%9D%20for%20their%20POWER%20consumption,%20in%20the%20form%20of%20paying%20higher%20Utility%20bills.%20We%20are%20the%20%E2%80%9CHOTTEST%E2%80%9D%20Country%20in%20the%20World,%20and%20Number%20One%20in%20AI.%20Data%20Centers%20are%20key%20to%20that%20boom,%20and%20keeping%20Americans%20FREE%20and%20SECURE%20but,%20the%20big%20Technology%20Companies%20who%20build%20them%20must%20%E2%80%9Cpay%20their%20own%20way.%E2%80%9D%20Thank%20you,%20and%20congratulations%20to%20Microsoft.%C2%A0More%20to%20come%20soon!%20President%20DJT">post</a> in the evening.<h2 class="st-heading-2">Whom Does It Impact?</h2>Details of the plan were not disclosed; however, the President said his team is working with Microsoft, “which will make major changes beginning this week to ensure that Americans don’t ‘pick up the tab’ for their power consumption.”Alphabet, Amazon, and Oracle are among the major data center operators, also known as hypercalers, in the U.S., while companies like Meta Platforms and OpenAI also rent substantial server space – all of them have committed to increasing their already record investments in the area.<h2 class="st-heading-2">The Flashpoint</h2>The breakneck build-out of data centers to support AI development is sharply raising electricity demand and, in some regions, pushing power prices higher.Although data center companies, such as Amazon, have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.aboutamazon.com/news/sustainability/data-centers-electricity-bills-grid-power-amazon">argued</a> that such is not the case, a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/graphics/2025-ai-data-centers-electricity-prices/">Bloomberg analysis</a> from September showed that wholesale electricity costs rose as much as 267% in areas near data centers compared to five years ago.Soaring electricity bills have emerged as a polling issue ahead of the U.S. midterm elections later this year, with Democrats&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/12/electricity-prices-data-center-ai-new-jersey-virginia-midterm-election.html">accusing</a> the Trump administration of failing to address the issue. Trump hit back in his Monday post, saying that electricity prices rose by over 30% under his predecessor Joe Biden.While Trump has championed data centers in the country’s AI race with China – including signing an executive order to significantly ease and accelerate the approval process for large-scale AI data centers and their associated energy infrastructure – the resulting surge in utility bills might threaten the Republican majority in Congress.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Microsoft logo displayed on a phone screen and photo of Donald Trump displayed on a laptop screen in the background. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Trump Wants Microsoft, Big Tech To ‘Pick Up The Tab’ As Rapid AI Data Center Buildout Drives Up Consumer Power Bills  

The President said a plan would be announced in the coming weeks.

<ul class="summary-bullets"><li>The company did not disclose the deal value at which it is acquiring the startup.</li><li>As part of the deal, Torch co-founders Ilya Abyzov and Eugene Huang will join OpenAI.&nbsp;</li><li>Rival Anthropic on Sunday launched Claude for Healthcare, a complementary set of tools and resources that allows healthcare providers, payers, and consumers to use Claude for medical purposes.&nbsp;</li></ul>OpenAI on Monday said it has acquired healthcare startup Torch as the ChatGPT owner continues to push and expand its offerings in the healthcare sector.&nbsp;The company did not disclose the deal value at which it is acquiring the startup. As part of the deal,&nbsp;Torch co-founders Ilya Abyzov and Eugene Huang will join OpenAI, it <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OpenAI/status/2010813780671021106">said</a> in a post on X.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/openai_Torch_deal_PNG_2bb36ed0e7.webp" alt="OpenAI did not disclose the deal value at which it is acquiring the startup" width="746" height="263"></figure>“We designed Torch to be a unified medical memory for AI, bringing every bit of data about you from hospitals, labs, wearables, and consumer testing companies into one place,” Ilya Abyzov said in a post on X.&nbsp;<h2 class="st-heading-2">OpenAI’s Healthcare Push</h2>OpenAI last week launched its ChatGPT Health to bring user health information and ChatGPT’s intelligence together that will give tailored responses to users to help them navigate their healthcare better.&nbsp;OpenAI said that ChatGPT Health has been developed in close collaboration with physicians around the world to provide clear and useful health information and it worked with more than 260 physicians for the platform over two years.&nbsp;<h2 class="st-heading-2">Rival Anthropic Joins The Party</h2>Anthropic on Sunday launched Claude for healthcare which is a complementary set of tools and resources that allow healthcare providers, payers, and consumers to use Claude for medical purposes through Health Insurance Portability and Accountability Act (HIPAA)-ready products.With Claude, Anthropic aims to attract healthcare startups by supporting them in building new products, and for large enterprises looking to integrate AI more deeply into their operations.<h2 class="st-heading-2">NVIDIA, Google Already Ahead</h2>Nvidia has been in the healthcare sector as it offers high-performance computing platforms and hardware that helps pharma firms in their deployment of AI models for medical imaging. Its Clara platform is a family of open-source AI foundation models, tools, and recipes for biomedical research.Google has also stepped up its efforts in the sector with the help of Google Health and Google DeepMind that are focused on applying advanced machine learning to detect early cancer, drug development and environmental research. Last year, Google also unveiled an AI co-scientist tool, developed by DeepMind.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around OpenAI trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp; &nbsp;

OpenAI Acquires Startup Torch In Push Towards Healthcare Sector

OpenAI last week launched its ChatGPT Health to bring user health information and ChatGPT’s intelligence together. 

<ul class="summary-bullets"><li>TD Cowen kept a ‘Hold’ rating on the shares.</li><li>Last week, Susquehanna lowered the firm's price target on PayPal to $90 from $94.</li><li>Susquehanna trimmed the company's Q4 estimates, saying its branded experiences may decelerate a few points in the quarter.</li></ul>PayPal stock garnered investor attention on Monday as a Wall Street downgrade triggered fear among traders.&nbsp;TD Cowen lowered the firm's price target on PayPal to $65 from $80 and kept a ‘Hold’ rating on the shares. The firm adjusted its targets in the payments group as part of fourth quarter (Q4) preview, as per TheFly.&nbsp;The fintech companies start the new year on "mostly stable fundamental footing but largely suspect sentiment," the analyst told investors in a research note. TD does not expect the Q4 reports to be a "material catalysts for many”, the note added.&nbsp;<h2 class="st-heading-2">More Price Cuts</h2>Last week, Susquehanna also lowered the firm's price target on PayPal to $90 from $94 and kept a ‘Positive’ rating on the shares.&nbsp;The firm trimmed the company's Q4 estimates, saying its branded experiences may decelerate a few points in the quarter. The segment may not be ramping as fast as initially expected, the analyst told investors in a research note.&nbsp;Susquehanna said that PayPal's overall growth outlook could be more gradual than initially anticipated.Shares in the company were down around 1.5% and were among the trending stocks on Stocktwits at the time of writing.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around PYPL trended in ‘bullish’ territory amid ‘high’ message volume. Shares of PayPal have fallen 30% over the past year.&nbsp;One user criticized the company’s phone application saying it impedes its user growth.<stembedurl>https://stocktwits.com/r49/message/641527390</stembedurl>Another user said it sold the stock at a 20% loss.<stembedurl>https://stocktwits.com/vogias/message/641533370</stembedurl>Another bearish user on the stock opined to buy the stock at $51.<stembedurl>https://stocktwits.com/Stockstunks/message/641522274</stembedurl><h2 class="st-heading-2">Cautious Spending</h2>PayPal during its third quarter results flagged the ongoing worries of consumers cutting down their spending as elevated inflation and rising fears of macro uncertainty due to global tariffs imposed by the U.S. President Donald Trump.&nbsp;PayPal’s CFO during an earnings call had said that the company is seeing smaller basket sizes, as well as average order value being down especially among the retail consumers.<h2 class="st-heading-2">AI Push</h2>PayPal in 2025 also teamed up with OpenAI in a bid to allow ChatGPT users to make payments instantly using PayPal, and PayPal is also supporting payments processing for merchants leveraging OpenAI Instant Checkout.&nbsp;Under this partnership, PayPal has also expanded its AI strategy with OpenAI beyond commerce — scaling access to ChatGPT Enterprise for its 24,000+ employees, enabling engineers with Codex, and broadly expanding direct use of OpenAI's APIs.&nbsp; &nbsp;

PayPal logo can be seen at its office in San Jose, California, United States on November 23, 2019. (Photo by Yichuan Cao/NurPhoto via Getty Images)

PayPal Stock Dives – What’s Behind The Selloff?

Analyst at TD Cowen has lowered the firm's price target on PayPal to $65 from $80.

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