SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as MSCI has decided to maintain Digital Asset Treasury Companies, including MSTR, in its indexes, alleviating a major overhang that had previously weighed on the stock. This news is fueling a strong bullish sentiment within the community, with many anticipating a significant short squeeze and further upside as Bitcoin's price shows strength.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is currently trending as heightened geopolitical focus on Greenland's strategic rare earth deposits, fueled by U.S. administration commentary, drives conversation. The community is actively discussing the potential for government investment and partnerships to secure a Western-aligned supply chain, with attention on the company's Tanbreez project and upcoming business updates. This surge reflects broader market interest in critical minerals and reducing reliance on key producing nations for essential resources.

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 is experiencing an explosive surge, fueled by strong investor interest in memory and storage solutions essential for burgeoning AI infrastructure. The community is hotly debating whether current valuations are sustainable or if these companies should be re-rated given the unprecedented AI-driven demand.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences is trending due to widespread reports of Eli Lilly nearing a multi-billion dollar acquisition, immediately sparking intense market speculation. This potential buyout highlights the strategic value of Ventyx's NLRP3 inhibitor pipeline, with the community actively discussing a possible bidding war among major pharmaceutical companies for its promising applications in chronic inflammatory, cardiometabolic, and neurodegenerative diseases. Many investors see Ventyx's assets as a crucial complementary class to the thriving GLP-1 market, also fueling strong short squeeze sentiment.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending amid intense community speculation surrounding imminent government contract announcements, especially concerning its secure AI capabilities for defense and potential involvement in TSA modernization. This optimism is fueled by the company's recent strategic debt reduction and the completion of its Ask Sage acquisition, significantly strengthening its financial position and market offerings.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is experiencing a significant uplift following news of an $880 million data center deal in Israel and plans to be an early adopter of NVIDIA's Vera Rubin NVL72 platform. The community is actively discussing this as a major catalyst, fueling optimism for substantial price recovery and long-term growth within the burgeoning AI infrastructure sector, despite the stock's noted volatility.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab (RKLB) is trending on the back of its significant pivot to an end-to-end national security space partner, highlighted by recent major U.S. and U.K. defense contracts totaling over a billion dollars. The community is discussing strong institutional interest and eagerly awaiting the Neutron rocket's debut, with many seeing substantial long-term potential in the expanding space sector, while some also raise questions about its current valuation.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is trending amid significant community excitement over increasing trading volume and technical breakouts, fueled by widespread anticipation for its 2026 developments. Discussions highlight its strategic focus on decentralized AI, DePIN, and secure data monetization via its Layer-2 network, alongside its strong regulatory standing in Japan, though some observers remain cautious regarding historical volatility.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis is trending due to highly positive Phase 3 clinical trial results for its oral TYK2 inhibitor, envudeucitinib, in plaque psoriasis, which demonstrated strong skin clearance and a favorable safety profile. This breakthrough has prompted significant analyst price target increases and robust community discussion, with many anticipating the drug to be a best-in-class contender in a lucrative market. While some debate potential future offerings, the company's solid cash position and pipeline for other immune-mediated diseases like lupus are fueling bullish sentiment among traders.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is trending due to its recent business combination and debut on NASDAQ, sparking extreme volatility and multiple trading halts. The community is actively discussing its 'low float' characteristics, with many celebrating rapid short-term gains while others struggle to enter positions amidst the aggressive price action.

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<ul class="summary-bullets"><li>The biggest upside impact on Tuesday came from healthcare and technology stocks.&nbsp;</li><li>S&amp;P 500 futures were up 0.48% and the tech-heavy Nasdaq-100 futures gained 0.72%.</li><li>Futures of the Russell 2000 index climbed 0.56% in mid-day trading.</li></ul>U.S. stock futures extended their rally in Tuesday’s mid-day trade, with the Dow futures climbing to a record high following a surge in flow into technology and healthcare stocks, overlooking the risk of Venezuela-related geopolitical tensions.The Dow futures rose over 0.9%, to reach a new all-time high of 49,704.00. The record high comes just a day after the index posted a new all-time intraday high and record close on Monday.The biggest upside impact on Tuesday came from healthcare and technology stocks.Meanwhile, the S&amp;P 500 futures were up 0.48% and the tech-heavy Nasdaq-100 futures gained 0.72% and futures of the Russell 2000 index climbed 0.56% in mid-day trading.<h2 class="st-heading-2">Healthcare And Tech Boost</h2>U.S. stocks on Tuesday were bolstered by a climb in healthcare and technology stocks following the arrest of Venezuelan President Nicolas Maduro.Shares of Moderna Inc. (MRNA) surged nearly 10% after Bank of America Global Research increased its price target on the stock.Meanwhile, Sandisk (SNDK) rose over 23%. Megacap technology stock Amazon (AMZN) also posted a climb of over 3.8%. Microchip Technology (MCHP) shares climbed over 10% after the company issued higher fiscal third-quarter revenue guidance.Nvidia’s (NVDA) stock was also in prime focus on Tuesday, rising about 0.7% on its new autonomous vehicle software launched at the 2026 CES global technology conference.OneStream, SoFi Technology, and Lockheed Martin were among the other stocks in focus.Meanwhile, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.57% at the time of writing, <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) gained 0.81% on Tuesday, and <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) rose 0.9%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/sandisk-shares-are-surging-again-after-648-rise-in-six-months-why-is-retail-still-bullish/cmxDGhsR4Tu">Sandisk Shares Are Surging Again After 648% Rise In Six Months — Why Is Retail Still Bullish?</a> &nbsp;

The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Dow Hits Record High Despite Venezuela Risk, Bolstered By Tech, Healthcare

The Dow futures rose over 0.9%, to reach a new all-time high of 49,704.00. 

Equity

<ul class="summary-bullets"><li>Firstly, Siegel stated that the possibility of another U.S. government shutdown is non-trivial, according to betting markets.</li><li>The second risk on the economist’s mind this month is the announcement of the next Federal Reserve Chair.</li><li>He added that the third risk this month is the Supreme Court’s ruling on tariffs, which is expected to be made this month.</li></ul>Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business, on Tuesday warned of three upcoming policy risks in January that could “materially” move the markets this month.“The immediate focus, however, shifts from macro fundamentals to January policy risk. Three events could materially move markets this month,” the economist said.Firstly, Siegel stated that the possibility of another U.S. government shutdown is non-trivial, according to betting markets, but added that policymakers understand how damaging it could be for confidence.The second risk on Siegel’s mind this month is the announcement of the next Federal Reserve Chair. White House National Economic Council Director Kevin Hassett and ex-Fed official Kevin Warsh are among the frontrunners for the position.“While I do not view any of the candidates as a problem, I see a Hassett appointment as putting modest upward pressure on long-term rates for perceptions of greater alignment with White House preferences for easier policy,” he said.The economist added that the third risk this month is the Supreme Court’s ruling on tariffs, which is likely in January.<h2 class="st-heading-2">Constructive Outlook On 2026</h2>Siegel maintained that he remains constructive on the outlook for the equity markets and the U.S. economy in 2026.The economist said that even as markets debate who will monetize the gains from increased productivity from the advent of artificial intelligence (AI) technology, investments in the sector remain robust. He added that productivity acceleration has benefited equity markets historically, even amid a change in the market leaders.He also added that the neutral policy rate is in the low-3% range, saying that the Fed should cut rates further. However, according to the CME FedWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>, the probability that the Federal Open Market Committee (FOMC) will keep rates unchanged at its January meeting has risen to 83.9%, from 65.4% a month ago.<h2 class="st-heading-2">Trump On Tariff Collections</h2>On Monday, President Donald Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-600-billion-tariffs-ahead-of-supreme-court-decision/cmxMoQaR4bC">stated that</a> the U.S. will soon receive more than $600 billion in tariffs. He called the upcoming Supreme Court’s tariff decision “one of the most important ever” in the apex court’s history.While a date for the Supreme Court ruling on tariffs is not known yet, Treasury Secretary Scott Bessent stated in a Fox Business&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxbusiness.com/politics/bessent-says-supreme-court-tariff-ruling-fed-chair-pick-expected-january">interview</a> last month that he expects the ruling to come in January.Meanwhile, U.S. equities were mixed in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down by 0.05%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.09%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.17%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) was down 0.13% at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-sales-in-germany-nearly-halve-in-2025/cmxwAaWR4TO">Tesla Sales In Germany Nearly Halve In 2025</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange during morning trading on May 12, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

Wharton's Jeremy Siegel Sees Three Policy Risks In January That Could ‘Materially’ Move Markets

Siegel maintained that he remains constructive on the outlook for the equity markets and the U.S. economy in 2026.

<ul class="summary-bullets"><li>Nvidia’s stock was&nbsp;nearly flat in Monday’s after-market session, following the company’s announcements and its CEO’s keynote at CES.</li><li>In response, Muster said Nvidia’s position is strong, and AI demand is healthy, shrugging off concerns of a slowdown.</li><li>NVDA rose marginally in early premarket trading on Tuesday.</li></ul>Nvidia CEO Jensen Huang's keynote at the CES trade show skipped any mention of AI demand – probably the reason for the stock&nbsp;staying muted after-hours on Monday – and the market shouldn’t “read into it,” according to veteran tech analyst and Deepwater Asset Management co-founder Gene Munster.Nvidia announced major AI updates at the event, including its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-launches-highly-anticipated-blackwell-successor/cmxwXSZR4RZ">highly anticipated Blackwell Successor</a>, but the stock barely moved in the after-hours session on Monday. “I was disappointed there was no direct commentary on demand. My take: don’t read into it,” Munster said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2008336420356702351?s=46">X post</a>.He said demand continues to run “ahead of expectations” and projected “65% or more growth this year” for the company’s revenue. “Looking back at last year’s keynote, this year’s high-level comments were similar.”Muster has a long track record of influential calls on Apple, Big Tech, and emerging technologies like AI and autonomous vehicles.He went on to say that Nvidia’s announcements, including a partnership with Siemens, underscore how AI hardware has emerged to the forefront of AI innovation. Nvidia’s peers, AMD and Intel, also announced a slew of processors on Monday.Meanwhile, Nvidia executives told analysts on the sidelines of CES that demand for its H200 chips from China has remained strong, even as the company awaits approvals from both Washington and Beijing before sales can start, according to a Nikkei report."We do have demand ... [for H200] definitely from China," Colette Kress, Nvidia's chief financial officer, told analysts at a question-and-answer session in Las Vegas on Monday afternoon, while Huang added "demand [is] strong" when asked about the China market.On Stocktwits, the retail sentiment for Nvidia was ‘neutral’ as the premarket trading kicked off, down from ‘bullish’ a few hours earlier. NVDA rose nearly 40% last year. Although the performance was below some of its Magnificent 7 peers, analysts remain overwhelmingly bullish about the company.Currently, 60 of the 64 analysts covering the company have a ‘Buy’ or higher rating on the stock, according to Koyfin. The average price target of $253.54 implies a 35% upside expectation.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a>, however, appeared on track to open in the green on Tuesday, going by its early premarket move.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-crashes-ces-2026-with-all-out-offensive-against-nvidia/cmxwVexR4Tb">AMD Crashes CES 2026 With All-Out Offensive Against Nvidia, Touts ‘World’s Best AI Rack’ — And Retail Is Delighted</a>

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Jensen Huang’s Nvidia CES Key Note Disappoints Gene Munster, But He Says ‘Don’t Read Into It’ — Here’s Why

The semiconductor giant announced a slew of AI chips, including its next-gen Vera Rubin AI system for data centers.

<ul class="summary-bullets"><li>Headlines from CES reignited enthusiasm around AI hardware and autonomous tech.</li><li>Despite the dip, retail sentiment on Stocktwits toward SPY and QQQ remained bullish.&nbsp;</li></ul>U.S. stock futures were trading in the red early Tuesday as investors balance AI optimism from CES, while awaiting crucial jobs data later this week.As of 3:50 a.m. ET on Tuesday, Nasdaq 100 futures and S&amp;P 500 futures fell 0.1%, and the Dow futures fell 0.2%, while Russell 2000 futures fell 0.4%.On Stocktwits, however, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bullish’, amid normal message volumes.Trending Stocks To Watch Nvidia (NVDA):&nbsp;At CES, Jensen Huang&nbsp;announced Nvidia’s next-generation AI chips, Vera Rubin, a successor to&nbsp;its Blackwell architecture, which would go on sale in the second half of the year. It is also joining the push to develop self-driving cars, reinforcing its position as a full-stack AI platform company, not just a chipmaker.&nbsp; Tesla (TSLA): CEO Elon Musk downplayed concerns around Nvidia’s newly unveiled Alpamayo autonomous driving AI.&nbsp; Advanced Micro Devices, Inc. (AMD)&nbsp;garnered retail attention on Stocktwits after the chipmaker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-crashes-ces-2026-with-all-out-offensive-against-nvidia/cmxwVexR4Tb">launched</a> a slew of AI chips for computers, data centers, and gaming at the CES trade show in Las Vegas. Intel (INTC)&nbsp;unveiled its latest laptop processors, the Core Ultra Series 3, which are set to roll out in new computers later this month. Also, keep an eye on Chevron (CVX), Exxon Mobil Corp (XOM), amid political developments in Venezuela. OneStream (OS):&nbsp;HG Capital is reportedly nearing a deal to acquire the financial software firm.&nbsp; Sellas Lifesciences (SLS)&nbsp;is the top trending ticker on Stocktwits at the time of writing.&nbsp; Aeva (AEVA)&nbsp;is on the retail radar after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tiny-lidar-player-aeva-stock-rockets-over-25-after-hours-on-nvidia-deal/cmxwXUUR4RV">announcing</a> its 4D LiDAR will be integrated into the Nvidia Drive Hyperion platform. PLTR (Palantir) and&nbsp;RCAT (Red Cat Holdings) are trending. Traders are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/red-cat-roars-back-venezuela-speculation-sends-drone-stock-flying/cmxw13MR4Rs">speculating</a> on increased contract awards for surveillance and drone technology.&nbsp; Zeta Global (ZETA)&nbsp;is gaining traction following the collaboration with OpenAI to enhance its marketing platform. And&nbsp;Alumis (ALMS) is scheduled to report topline Phase 3 data for envudeucitinib in plaque psoriasis before the open, with a conference call at 8:00 a.m. ET.&nbsp; Other noteworthy tickers trending on Stocktwits at the time of writing were Amazon (AMZN), Momentus In (MNTS), Bank of America (BAC), Alibaba (BABA), Paramount Skydance (PSKY), and Apteva Therapeutics (APVO) Other Catalysts To Watch With no significant economic releases due Tuesday, traders are expected to continue tracking CES developments and positioning ahead of key jobs data later this week. Siemens is expected to showcase its Industrial Metaverse, while Lenovo CEO is expected to unveil the “AI for All” strategy today. For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Lower Despite CES-Driven AI Optimism: Why NVDA, TSLA, AMD, AEVA, OS Are On Traders' Radar Today

Markets seem to be balancing CES-driven AI optimism with caution ahead of upcoming jobs data.

Markets seem to be balancing CES-driven AI optimism with caution ahead of upcoming jobs data this week.


<ul class="summary-bullets"><li>AMD announced new chips for computers, data centers, and gaming at CES 2026.</li><li>The chipmaker has been pushing to scale its data center business and reduce the gap with market leader Nvidia.</li><li>AMD shares gained an impressive 77% last year.</li></ul>Advanced Micro Devices, Inc. trended on Stocktwits as the chipmaker launched a slew of AI chips for computers, data centers, and gaming at the CES trade show in Las Vegas.<h2 class="st-heading-2">‘AI For Everyone,’ Says AMD</h2>The company expanded its Instinct MI400 accelerator lineup – its top-of-line data center chips – with the introduction of MI440X, designed for enterprise-scale AI workloads. It also previewed the next-gen Instinct MI500 Series processors, which would come next year.At its keynote, AMD CEO Lisa Su offered a sneak peek of Helios, a data-center rack system powered by AMD CPUs and GPUs for advanced AI workloads. Su brought a full Helios rack on stage at CES, calling it the “world’s best AI rack” — a clear challenge to Nvidia, which has so far set the benchmark for server-scale AI systems.<h2 class="st-heading-2">Trailing Nvidia</h2>Although behind Nvidia by a wide margin, AMD is scaling its data center business at a brisk pace. Last year, the company signed a major deal with OpenAI, part of which saw the ChatGPT maker buy AMD processors and invest in AMD – a big vote of confidence in AMD’s technology.In line with its template, AMD launched the Ryzen AI 400 Series, its latest AI-powered PC chip lineup. The new processor series - featuring 12 CPU Cores and 24 threads - offers 1.3 times faster multitasking than its competitors and is 1.7 times faster at content creation, AMD claimed.AMD also announced the AMD Ryzen 7 9850X3D, the latest version of its gaming-focused processor.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, the retail sentiment for AMD shifted to ‘extremely bullish’ as of early Tuesday, up from ‘neutral’ the previous day, with ‘high’ message volume. “$AMD watching CES and boy I don’t own nearly enough AMD,” a user&nbsp;<a href="https://stocktwits.com/TroyboyGT/message/640908426">said</a>.“The best thing about AMD is no hype, just a solid pipeline for the next few years,”&nbsp;<a href="https://stocktwits.com/JJNN/message/640911430">noted</a> another user. “They’re telling you exactly what they are going to do, and they will do it. The Mi355 was 6 months ahead of schedule. Mi400 series 2H 2026 and Mi500 series 2027.”<a href="https://stocktwits.com/symbol/AMD">AMD</a> shares gained over 77% in 2025, and are up 3.2% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musks-xai-goes-all-in-on-gas-power-to-fire-up-data-centers/cmxwlCZR4Rx">Elon Musk’s xAI Goes All-In On Gas Power To Fire Up Nvidia-Powered Data Centers</a>

 AMD Lisa Su onstage at CES 2023 on January 04, 2023 in Las Vegas, Nevada. (Photo by David Becker/Getty Images)

AMD Crashes CES 2026 With All-Out Offensive Against Nvidia, Touts ‘World’s Best AI Rack’ — And Retail Is Delighted

The chipmakers' AI data center chips, including the new MI440X and the upcoming MI500 Series, delighted retail investors.

<ul class="summary-bullets"><li>Energy and megacap technology stocks led gains in the prior session.</li><li>Gold and other precious metals advanced on safe-haven demand, while oil prices edged lower.</li><li>Investors are watching Fed commentary and U.S. services PMI data for near-term policy and growth signals.</li></ul>U.S. stock futures were&nbsp;marginally higher late Tuesday after a strong rally that pushed the Dow to a record, with equity markets showing little sign of risk aversion despite Venezuela-related geopolitical tensions.As of 1.10 A.M. ET, S&amp;P 500 futures were up 0.2%, Nasdaq-100 futures gained 0.3%, and Dow futures edged higher by 0.02%.<h2 class="st-heading-2">Dow Sets New Record As Energy And Tech Drive Gains</h2>U.S. stocks jumped on Monday following a weekend seizure and ousting of Venezuelan President Nicolas Maduro that was immediately echoed in markets, with the situation further buoyed by President Donald Trump’s request to American energy companies to boost oil production in the country.The Dow led the advance, climbing 595 points, or 1.2%, to 48,977. While the S&amp;P 500 rose 0.6%, the Nasdaq 100 gained 0.8%.Megacap technology stocks helped anchor the rally, with firms such as Tesla, Amazon and Palantir posting strong gains. Energy shares also surged. Oilfield-services firms like Baker Hughes jumped, while refiners including Valero and producers such as Chevron, ConocoPhillips and Exxon Mobil moved higher.&nbsp;<a href="https://stocktwits.com/symbol/SPY">The SPDR S&amp;P 500 ETF Trust (SPY)</a> rose 0.7%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> gained 0.8%, and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> climbed 1.3%.<h2 class="st-heading-2">Gold Shines On Safe Haven Demand</h2>Oil prices edged lower, with Brent crude futures down $0.17 at $61.59 a barrel, while U.S. West Texas Intermediate crude fell $0.21 to $58.11.Gold extended its rally on Tuesday, rising 0.5% to $4,469.96 an ounce, while U.S. gold futures gained 0.7% to $4,481.30, as safe-haven demand picked up. Silver climbed 3.5%, and copper prices hit record highs on supply concerns.<h2 class="st-heading-2">Manufacturing Slump Weighs On Yields&nbsp;</h2>In bonds, U.S. 10-year Treasury yields dipped to about 4.16% after data indicated U.S. manufacturing activity fell more than expected in December and the sector contracted for a 10th straight month.Ryan Detrick, chief market strategist at Carson Group,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RyanDetrick/status/2008223219913036143">said on X</a> that the S&amp;P 500 is up 132% over the last six years, driven by sales growth, margin expansion and dividends. “This isn't a bubble is our take, it is a bull market being supported by the right things,” he wrote.Among the catalysts for the day are remarks from Richmond Fed President Tom Barkin and the release of the final U.S. services PMI.<h2 class="st-heading-2">Asia Rides Wall Street’s Momentum&nbsp;</h2>Asian markets saw Wall Street’s gains extend into Tuesday’s session and continue their record rally. MSCI’s broad Asia-Pacific index gained 1.1% to another all-time high, led by Japan, South Korea and Taiwan. Hong Kong’s Hang Seng jumped 1.8%, while mainland Chinese blue chips added 1.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

S&P 500, Nasdaq Futures Hold Firm After Dow Hits Record High As Investors Look Past Venezuela Risk

Energy stocks outperformed, with gains across oilfield services, refiners and major producers.

<ul class="summary-bullets"><li>Intel unveiled its Core Ultra Series 3 processors at CES on Monday.</li><li>Laptops built on the new chipset will be available this month.</li><li>The development marks a boost for Intel’s foundry business, which has weighed on the company in recent years.</li></ul>Intel Corp. on Monday unveiled its latest laptop processors, the Core Ultra Series 3, which are set to roll out in new computers later this month.The processors, codenamed “Panther Lake,” are built on Intel’s 18A process – roughly equivalent to a 2-nanometer-class node – which the company calls the most advanced semiconductor manufacturing process ever developed and produced in the United States.&nbsp;Intel said the chipset would deliver 60% better performance than the prior-generation Lunar Lake Series 2. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_at_9_33_13_AM_png_5d24811789.webp" alt="Screenshot 2026-01-06 at 9.33.13 AM.png" width="764" height="391"><figcaption>An Intel® Core™ Ultra series 3 processor. (Credit: Intel Corporation)</figcaption></figure><h2 class="st-heading-2">Retail Reaction</h2>The launch – at CES 2026 – drew significant buzz for Intel on Stocktwits, with the retail sentiment for the ticker shifting to ‘bullish’ as of late Monday from ‘bearish’ the previous day. <a href="https://stocktwits.com/symbol/INTC">Intel shares</a> rose 0.2% in the after-market, following a flat close in the regular session.<figure class="image"><img 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" width="624" height="81"><figcaption>INTC sentiment and message volume as of January 5 | Source: Stocktwits</figcaption></figure>“Panther Lake is now going to set the standard and everyone is going to be piling in now,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Smitten/message/640895019">said</a> a user, while another&nbsp;<a href="https://stocktwits.com/Smitten/message/640906034">said</a>, “Intel’s fab has proven to be successful, (and) new customers will be coming at any time.”<h2 class="st-heading-2">Major Development For Intel</h2>The development is a major one for Intel, which has struggled in recent years. Unlike Nvidia and AMD, which focus solely on design, Intel handles its own manufacturing.&nbsp;While once a competitive edge, this vertical integration had become a drag on the company, slowing its ability to keep pace with the rapid speed of chip development.Last year, Intel appointed Lip-Bu Tan as its CEO, and the U.S. government announced that it was acquiring a 10% stake in the&nbsp;chipmaker. That, along with an improving financial profile, drove the stock&nbsp;up by a whopping 84% last year.<h2 class="st-heading-2">Core Ultra Series 3 Specs</h2>Intel’s Core Ultra Series 3 is said to be proficient for AI-related tasks. Intel&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.intc.com/news-events/press-releases/detail/1757/ces-2026-intel-core-ultra-series-3-debuts-as-first-built">claims</a> it offers 1.9 times higher large language model (LLM) performance, 2.3 times higher performance per watt per dollar for end-to-end video analytics, and 4.5 times higher throughput for vision-language action (VLA) models.The first consumer laptops powered by the chipset are available for pre-order from&nbsp;Tuesday, with&nbsp;full availability starting Jan. 27. Edge laptops built on Core Ultra Series 3 will be available in the second quarter of the year, while the core chips will receive upgrades throughout the year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-launches-highly-anticipated-blackwell-successor/cmxwXSZR4RZ">Nvidia Launches Highly Anticipated Blackwell Successor: Here’s What Its New Rubin AI Chips Can Do</a>&nbsp;

A microchip and Intel logo displayed on a phone screen in this multiple illustration photo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Intel Draws Retail Buzz After Launching Its Most Advanced, Locally-Produced ‘Panther Lake’ Laptop Chips

Intel’s new chips are built on its 18A process, roughly equivalent to a 2-nanometer-class node.

Intel Stock Ticks Higher After Hours As CES 2026 Brings Fresh AI Chip Updates 

Intel’s new chips are built on its 18A process, roughly equivalent to a 2-nanometer-class node.


<ul class="summary-bullets"><li>Nvidia announced Vera Rubin at CES, the company’s latest data center system meant for AI workloads.</li><li>Nvidia is said to have announced the chips earlier than usual.</li><li>Shares of the chip designer were flat in Monday’s after-market session.</li></ul>Nvidia on Monday officially announced its next-generation AI chips, Vera Rubin, a successor to its paradigm-shifting Blackwell architecture, which would go on sale in the second half of the year.&nbsp;Named after midcentury astronomer Vera Florence Cooper Rubin,&nbsp;Nvidia’s Rubin architecture&nbsp;comprises six chips designed to be used together as a single system.&nbsp;The company touted that the system is five times faster than Blackwell and delivers a 10-fold reduction in inference cost, while also addressing certain storage and interconnection issues with the previous-generation chips. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/nvidia_rubin_platform_jpg_b26aeb8aca.webp" alt="nvidia-rubin-platform.jpg" width="1600" height="900"><figcaption>Nvidia Rubin system | Source: Nvidia</figcaption></figure>“Vera Rubin is designed to address this fundamental challenge that we have: The amount of computation necessary for AI is skyrocketing.” Nvidia CEO Jensen Huang said at a keynote at CES 2026. “Today, I can tell you that Vera Rubin is in full production.”<h2 class="st-heading-2">Faster AI Hardware Cycle</h2>The notable development is that the unveiling came ahead of schedule – Nvidia typically details the specs and capabilities of its latest chips at its spring developer conference – seen as a response to the swift pace of AI development and the burgeoning demand for consumer and enterprise AI applications.&nbsp;<h2 class="st-heading-2">Market Reaction</h2><a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were flat in the after-market session on Monday, after dropping 0.4% in the regular session,&nbsp;indicating that the latest offering did not entirely captivate investors. On Stocktwits, retail sentiment for NVDA shifted to ‘bullish’ from ‘bearish,’ with upbeat member commentary on Nvidia’s CES&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-unveils-alpamayo-open-source-ai-models-for-autonomous-vehicles-with-human-like-judgement/cmxuGg4R4R0">announcements</a>.&nbsp;&nbsp;&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_at_7_51_02_AM_png_7f4df45df4.webp" alt="Screenshot 2026-01-06 at 7.51.02 AM.png" width="672" height="89"><figcaption>NVDA sentiment and message volume as of January x | Source: Stocktwits</figcaption></figure>In response to the news, Tesla and xAI founder Elon Musk <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2008337257082622287?s=20">said</a> on X: “It will take another 9 months or so before the hardware is operational at scale and the software works well.” &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_at_7_50_13_AM_png_d9da6e1972.webp" alt="Screenshot 2026-01-06 at 7.50.13 AM.png"></figure><h2 class="st-heading-2">Rubin Capabilities</h2>The Rubin system will replace Blackwell – and Hopper and Lovelace before that&nbsp; – architectures that have helped make Nvidia one of the world’s most valuable companies.&nbsp;&nbsp;The Rubin chips are likely to be used by every major cloud provider, including high-profile Nvidia partnerships with Anthropic, OpenAI, and Amazon Web Services. They will also be used in HPE’s Blue Lion supercomputer and the upcoming Doudna supercomputer at Lawrence Berkeley National Lab, Nvidia had previously disclosed.The biggest draw of Vera Rubin is its dramatic reductions in inference and training costs compared to Blackwell. After China’s DeepSeek demonstrated last year that benchmark AI models can be built at a fraction of the price – and as executives and investors grow uneasy about soaring data-center spending – AI companies are scrambling to rein in the cost of developing their models.Nvidia’s stock gained nearly 40% in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Nvidia Launches Highly Anticipated Blackwell Successor: Here’s What Its New Rubin AI Chips Can Do

The new system is five times faster than Blackwell and delivers a 10-fold reduction in inference cost.

<ul class="summary-bullets"><li>Both companies together have submitted a Non-Binding Indicative Offer (NBIO), together with Steel Dynamics, for SGH to acquire 100% of BlueScope Steel.</li><li>If the deal is implemented SGH would on-sell BSL’s North American operations to Steel Dynamics.&nbsp;</li><li>In early 2025, Steel Dynamics had offered to acquire all of BlueScope and retain its North American operations.&nbsp;</li></ul>Shares of Steel Dynamics (<a href="https://stocktwits.com/symbol/STLD">STLD</a>) jumped 2.5% in after-market hours after the Australian firm SGH confirmed that it has submitted a Non-Binding Indicative Offer (NBIO), together with Steel Dynamics, for SGH to acquire 100% of BlueScope Steel Ltd by way of a scheme of arrangement, in a deal that values Bluescope at $8.8 billion.&nbsp;If the Proposal is implemented and following the transaction close, SGH would on-sell BSL’s North American operations to Steel Dynamics, which include BSL’s North Star flat rolled steel mill and Building and coated products North America businesses, the statement said. &nbsp;Bluescope earlier in the day had confirmed that it has received an unsolicited, non-binding and indicative proposal on December 11 from an Australian and US consortium to acquire all of the shares in BlueScope by way of a scheme of arrangement at a price of A$30.00 ($19.92) cash per BlueScope share.&nbsp;The Consortium comprises SGH Limited and US-based Steel Dynamics, Bluescope said. It also said that in early 2025, Steel Dynamics had offered to acquire all of BlueScope, retain its North American operations, and distribute the non-North American assets to BlueScope shareholders, valuing North America assets at A$24.00 per share and asserting the value of the remaining assets to be at least $9.00 per share.&nbsp;<h2 class="st-heading-2">Steel Tariffs</h2>The deal comes at a time when the global steel sector is adjusting to the U.S. President Donald Trump’s 50% tariffs on steel imports.&nbsp;The tariffs have intensified concerns over global trade war and have forced U.S. companies to move production to the U.S. to safeguard themselves from tariffs.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around STLD remained in ‘neutral’ territory amid ‘normal’ message volumes.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

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

Steel Dynamics Jumps After Buyout Deal of BlueScope Metal With Australia’s SGH

The proposal, submitted on December 12, valued BlueScope at A$30 a share, representing a near 27% premium to its December 11 close.  

<ul class="summary-bullets"><li>U.S. headquartered multinationals will remain subject to only U.S. global minimum taxes.</li><li>G7 and the U.S. had agreed a deal in June last year to exempt some U.S. companies from an existing global agreement.&nbsp;</li><li>Earlier in the day more than 145 countries agreed to amend the 2021 global minimum corporate tax agreement where it kept 15% as minimum tax on the multinationals. &nbsp;</li></ul>The U.S. Treasury on Monday said that it has reached an agreement with more than 145 countries in the Organisation for Economic Cooperation and Development (OECD)/G20 inclusive framework to have U.S. headquartered multinationals remain subject to only U.S. global minimum taxes and exempted them from pillar two.&nbsp;Pillar two aims to ensure an appropriate level of tax is paid by the multinationals on the income arising in each jurisdiction where they operate.&nbsp;Donald Trump last January criticized the 2021 deal negotiated by the Biden administration, saying it wasn’t applicable to the U.S.The U.S. Treasury said that the agreement protects the value of the U.S. Research and Development credit and other Congressionally approved incentives for investment and job creation in the United States. The U.S. Treasury will continue engaging with foreign countries to ensure full implementation of the agreement, it added.&nbsp;G7 and the U.S. had agreed to a deal in June last year to exempt some U.S. companies from an existing global agreement.&nbsp;<h2 class="st-heading-2">15% Global Tax Agreement&nbsp;</h2>Earlier in the day more than 145 countries agreed to amend the 2021 global minimum corporate tax agreement where it kept 15% as minimum tax on the multinationals. &nbsp;&nbsp;The deal excluded U.S.-based multinationals from the 15% global minimum tax negotiated through the OECD.Under the agreement, other nations will be blocked from imposing additional taxes on foreign subsidiaries of U.S. multinationals to compensate for profits that are under-taxed in the given jurisdiction.&nbsp;The Invesco QQQ Trust ETF and SPDR S&amp;P 500 ETF Trust were up 1% on Monday.&nbsp;Get updates to this developing story <a href="https://stocktwits.com/news-articles/markets/equity/us-reaches-global-mnimum-tax-agreement-with-oecd/cmxMM9iR4RB">directly on Stocktwits</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.

US President Donald Trump gives pauses to answer a reporter’s question at the Oval Office on September 30, 2019. (Photo by Chip Somodevilla/Getty Images)

US Reaches Global Minimum Tax Agreement With OECD

Under the deal, U.S. multinationals are exempted from the global minimum tax agreement of 15% agreed by OECD.

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