<ul class="summary-bullets"><li>Goldman Sachs upgraded Coinbase to ‘Buy’ from ‘Neutral’ with a price target of $303, up from $294.</li><li>The analysts described Coinbase as a “best-in-class play” in the growth of crypto infrastructure, citing its scale and brand strength.</li><li>COIN was among the top trending tickers on Stocktwits in early morning trade, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day.</li></ul>Shares of Coinbase (COIN) rallied in pre-market trade on Monday after Goldman Sachs upgraded the cryptocurrency exchange, calling it a “best-in-class play” on the growth of crypto infrastructure.<a href="https://stocktwits.com/symbol/COIN/sentiment">COIN’s stock</a> gained as much as 4.5% as Bitcoin (BTC) also rose in early morning trade. It was among the top trending tickers on Stocktwits at the time of writing. Platform data showed retail sentiment around the cryptocurrency exchange improved to ‘neutral’ from ‘bearish’ territory over the past day, amid ‘normal’ levels of chatter.<h2 class="st-heading-2">COIN Stock Upgrade</h2>Goldman Sachs upgraded Coinbase to ‘Buy’ from ‘Neutral’ with a price target of $303, up from $294. It said that the company's recent product launches enhance the competitiveness of its core business, as per a research note cited by TheFly.&nbsp;At its ‘System Update’ keynote event in December, Coinbase&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-gains-as-coinbase-targets-robinhood-turf-with-stock-trading/cLegQuyREAE">outlined</a> several new initiatives aimed at broadening its platform. The company said it would introduce stock trading, allowing users to transact directly using their balance on the platform, including USD Coin. Coinbase also announced a partnership with Kalshi to support prediction markets, echoing a similar step taken by Robinhood and Gemini in 2025.&nbsp;Traders are also watching Coinbase’s international strategy. India’s Competition Commission recently approved Coinbase’s acquisition of a minority stake in CoinDCX, signaling renewed engagement with one of the world’s fastest-growing crypto markets.<h2 class="st-heading-2">'Best-In-Class' Crypto Play</h2>Goldman Sachs said it views Coinbase as a "best-in-class play" on the growth of crypto infrastructure, with the company's scale and brand recognition continuing to drive above-average revenue growth and market share gains.This follows Coinbase CEO Brian Armstrong’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-targets-everything-exchange-vision-for-2026-brian-armstrong-says/cmxNHGqRE65">statement</a> that he is looking to double down on making the platform an “everything exchange” in 2026 in a New Year’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2006855956840239265">post</a> on X as it builds out stablecoin payments and onboards new users.Needham, on the other hand, lowered its price target on Coinbase to $290 from $400 last week, citing weakness in crypto volumes for the next couple of quarters.&nbsp;Koyfin data shows the average analyst price target stands at $365.17, implying about 54% upside from COIN’s Friday close.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-stock-rises-on-signs-it-may-tap-bitcoin-sale-to-fund-ai-push/cmxMkZxR4bl">MARA Stock Rises On Signs It May Tap Bitcoin Sale To Fund AI Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City. (Photo by Robert Nickelsberg/Getty Images)

Coinbase Rallies After Goldman Calls COIN Stock A ‘Best-In-Class’ Crypto Play

Bitcoin’s price also rose in early morning trading, lifting crypto-linked equities higher.

Cryptocurrency

QXO, Inc. (QXO) announced on Monday that a group of investors led by affiliates of Apollo Global Management, Inc. (APO) agreed to pump roughly $1.2 billion into the company.&nbsp;The funding comes through a newly created series of perpetual convertible preferred shares and aims to give the building products distributor more firepower as it looks to expand through acquisitions.<h2 class="st-heading-2">Investment Agreement</h2>Under the terms of the deal, Apollo and other backers committed to purchasing the convertible preferred stock to help underwrite one or multiple qualifying buyouts through mid-July 2026.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/QXO">QXO stock</a> traded over 8% higher in Monday’s premarket.&nbsp;Get updates to this developing story directly on Stocktwits.

In this photo illustration, the QXO logo is seen displayed on a smartphone screen. 

Why Is QXO Stock Surging Over 8% Pre-Market Today? 

The $1.2 billion funding comes through a newly created series of perpetual convertible preferred shares. 

Why Apollo Is Betting $1.2 Billion On This Building Products Distributor

Equity

The $1.2 billion funding comes through a newly created series of perpetual convertible preferred shares. 


<ul class="summary-bullets"><li>MARA’s stock ranked among the top trending tickers on Stocktwits in early morning trade.</li><li>On-chain data showed Marathon deposited 288 Bitcoin, worth about $26.3 million, to Wintermute.</li><li>Such transfers are commonly linked to selling or hedging activity to raise fiat liquidity.</li></ul>Shares of crypto miner Marathon Holdings (MARA) rose in pre-market trade on Monday after on-chain data suggested the company may be preparing to sell some of its Bitcoin (BTC) holdings to fund its expanding AI and high-performance computing business.<a href="https://stocktwits.com/symbol/MARA/">MARA’s stock</a> was among the top trending tickers on Stocktwits at the time of writing. The shares gained as much as 3.5% in pre-market trade, but retail sentiment on the platform around the company dipped to ‘bearish’ from ‘neutral ‘territory over the past day, while chatter remained at ‘high’ levels.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 1.5% in the last 24 hours to $92,783 – paring gains after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-coin-clsk-stocks-gain-as-crypto-shares-rally-after-bitcoin-hits-93000/cmxMJr2R4bR">recovering</a> to $93,000 on Sunday. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘extremely bullish’ from ‘bullish’ territory over the past day.<h2 class="st-heading-2">Marathon Holdings Is Moving Its Bitcoin</h2>According to Arkham Intelligence&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://t.co/9DlN5ZPsBz">data</a>,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2007998063793881355">flagged</a> by Lookonchain, Marathon Holdings deposited 288 Bitcoin, worth about $26.3 million, to trading firm Wintermute on Sunday. Such transfers are often associated with preparations to sell or hedge crypto holdings to raise fiat liquidity.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2007998063793881355" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/752;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_05_061615_png_63e32e88a4.webp" alt="Screenshot 2026-01-05 061615.png" width="820" height="752"></a><figcaption>Source: @lookonchain/X</figcaption></figure>For Marathon, a transfer of 288 Bitcoin represents a mid-sized transaction and aligns with the company’s pattern of periodic sales used to fund more than 1.5 gigawatts (GW) of capacity buildouts, even as the company manages a debt load of around $2.4 billion.<h2 class="st-heading-2">Why Is Marathon Holdings Stock Gaining?</h2>One Stocktwits user noted that Marathon’s stock was forming a “falling wedge pattern” that could spell a potential bull rally ahead.<stembedurl>https://www.stocktwits.com/SvtnCapital/message/640799536</stembedurl>Another said they expect MARA’s stock to gain on Monday after the market opens on the basis of Bitcoin’s price movement.<stembedurl>https://www.stocktwits.com/greatwhiteshark88/message/640786872</stembedurl>Bitcoin Treasuries&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://bitcointreasuries.net/">data</a> shows that Marathon Holdings is the second-largest corporate holder of Bitcoin after Michael Saylor’s Strategy (MSTR), with around 53,230 BTC in its coffers.The company announced its strategic pivot into AI and HPC&nbsp; infrastructure in August last year alongside an investment agreement to acquire a majority stake in Exaion, a French EDF subsidiary focused on AI data centers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-coin-clsk-stocks-gain-as-crypto-shares-rally-after-bitcoin-hits-93000/cmxMJr2R4bR">MSTR, COIN, CLSK Gain As Crypto-Linked Stocks Rally After Bitcoin Breaks Above $93,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Stock Rises On Signs It May Tap Bitcoin Sale To Fund AI Push

The cryptocurrency market was also recovering in early morning trade with Bitcoin’s price trading at around $92,900.

<ul class="summary-bullets"><li>Bernstein upgraded ASML to ‘Outperform’ and raised its price target on the stock to $1,528 from $935.</li><li>The firm also designated ASML as its top choice among European semiconductor equipment makers for 2026.</li><li>Bernstein pointed to a looming “super cycle” in dynamic random-access memory (DRAM) chipmaking.</li></ul>ASML Holding (ASML) has come on the retail investors’ radar on Monday, after&nbsp; Bernstein upgraded the stock to ‘Outperform’ from ‘Market Perform’, signaling confidence in the chipmaker’s prospects amid robust industry trends.On Sunday, the firm also raised its price target on the stock to $1,528 from $935, according to TheFly.&nbsp;<h2 class="st-heading-2">ASML Demand Prospects&nbsp;</h2>Bernstein now projects a stronger demand for ASML’s advanced lithography systems in 2026 and 2027, particularly driven by expanding memory production and advanced logic fabrication.&nbsp;The firm also designated ASML as its top choice among European semiconductor equipment makers for 2026, underscoring expectations that the company will outpace regional peers in growth and share gains.&nbsp;<a href="https://stocktwits.com/symbol/ASML">ASML stock</a> traded over 2% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:926/97;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_05_054107_png_2409fa0b79.webp" alt="ASML’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 5, 2026 | Source: Stocktwits" width="926" height="97"><figcaption>ASML’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Memory Chip Gains&nbsp;</h2>Bernstein pointed to a looming “super cycle” in dynamic random-access memory (DRAM) chipmaking. Major memory manufacturers plan significant capacity additions in 2026, with accelerated transitions to next-generation process nodes that require intensive use of lithography tools. This trend, the firm says, bodes well for ASML’s extreme ultraviolet (EUV) systems, which are critical for cutting-edge semiconductor production.&nbsp;The firm’s rationale sits well at a time when global chipmakers continue to ramp investments in both memory and logic segments to support artificial intelligence and high-performance computing workloads.&nbsp;ASML plays a key role in the global chip industry because it makes photolithography machines needed to produce cutting-edge semiconductors. China is a major customer for the company. However, in its latest quarterly earnings, ASML warned of a sharp decline in Chinese sales in 2026 due to tightening export restrictions.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/?utm_source=ts2.tech">report</a>, researchers in China are testing an early version of an advanced chipmaking machine that was reportedly recreated with help from former ASML employees.&nbsp;ASML stock has gained over 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-tsm-stock-jumping-over-3-premarket-today/cmxM1yjR4b0">Why Is TSM Stock Jumping Over 3% Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

ASML Stock On Retail Radar After Bernstein Flags Strong Chip Demand Outlook

Bernstein now projects a stronger demand for ASML’s advanced lithography systems in 2026 and 2027, particularly driven by expanding memory production. 

Tesla Inc.’s (TSLA) China shipments reportedly declined in 2025, continuing a trend of declines in most of the months during the year.This comes after Tesla&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-q4-2025-deliveries/cmxV2RmRE6p">lost the crown</a> of the world’s largest EV maker to China’s BYD last week, after its fourth-quarter (Q4) deliveries slipped 16% year-on-year.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-05/tesla-china-sales-drop-in-2025-as-ev-maker-sees-global-slowdown">report</a> citing data from the China Passenger Car Association (CPCA), Tesla’s shipments from its Shanghai plant in 2025 stood at 851,732 vehicles, declining by 7% from 2024.This is despite a surge in December, which pushed Tesla’s wholesale sales to 97,171 units, rising by 3.6% compared to the year-ago period, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/01/05/tesla-china-dec-wholesale-97171-2nd-highest-ever/">report</a>. This was the only fourth month during the year when Tesla’s sales rose on a YoY basis.<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> were up more than 1% in Monday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bearish’ territory at the time of writing.Get updates to this story developing directly on Stocktwits.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-tech-stocks-rally-up-to-25-in-2026/cmxVIAdR4Gc">Dan Ives Says Tech Stocks Could Rally 20% To 25% In 2026, But Cautions That This Is A ‘Prove It Year’ For AI: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Aerial view of Tesla Shanghai Gigafactory on June 2, 2023 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Tesla China Shipments Reportedly Fell 7% In 2025 Despite A December Surge, Days After Losing Largest EV Maker Crown To BYD

Tesla’s shipments from its Shanghai plant in 2025 stood at 851,732 vehicles, declining by 7% from 2024.

<ul class="summary-bullets"><li>TSMC stock rallied over 5% on the Taiwan Stock Exchange on Monday, logging its best&nbsp;session since April.</li><li>TSM shares gained by over 3% in the U.S. premarket session.</li><li>Goldman&nbsp;Sachs increased its price target on the stock by 35%, estimating substantial AI-driven gains for the company this year.</li></ul>U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. Ltd. jumped by over 3% in Monday’s premarket trading, tracking the gains in the semiconductor major’s Taiwan stock driven by analyst action.In Taipei, TSMC stock gained 5.4% to a record high on Monday, its best single-day gain since April 2025. That came after Goldman Sachs raised its price target on the stock by 35% to NT$2,330, citing its growth expectations from the company this year, according to Bloomberg.The boom in artificial intelligence (AI) applications, which is powering growth in the semiconductor and data center industries as a second-order effect, is the central tailwind for TSMC, the investment research firm noted. It also said the company’s profit margins are improving, while its capacity expansion plans paint an upbeat picture.TSMC is the world’s largest contract chip manufacturer and a key supplier to top firms such as Nvidia and Apple. The company logged a strong 2025, with its U.S. stock rising about 54%, and blowing past the $1 trillion market capitalization mark.In March, TSMC committed another $100 billion to advanced semiconductor manufacturing in the U.S. That figure builds on earlier plans, including a previous $65 billion investment committed for its fabrication facilities in Phoenix, Arizona.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSM</a> was ‘bullish’ as of early Monday, climbing higher over the past week.<figure class="image"><img style="aspect-ratio:694/87;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_05_at_3_44_07_PM_png_2296ceaa47.webp" alt="Screenshot 2026-01-05 at 3.44.07 PM.png" width="694" height="87"><figcaption>TSM sentiment and message volume as of January 5 | Source: Stocktwits</figcaption></figure>In related news, Taiwanese prosecutors stated on Monday that they had filed additional indictments against Tokyo Electron’s Taiwan unit and three other defendants over the alleged theft of trade secrets from TSMC. If convicted, the unit could face fines of up to T$120 million ($3.8 million), prosecutors reportedly said.TSMC’s Monday gains in Taipei also came alongside a broader rise in Asian equities, which largely shrugged off fresh geopolitical tensions following President Donald Trump’s raid into Venezuela that saw the capture of its leader, Nicolas Maduro.TSMC is due to report earnings on Jan. 15.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ces-2026-kicks-off-this-week-as-consumer-tech-mecca-leans-harder-into-everyday/cmxMLMkR4bg">CES 2026 Kicks Off This Week As Consumer Tech Mecca Leans Harder Into Everyday AI: Here's What Is In Store</a>

Visitors visited the TSMC exhibition area at the 2025 World Semiconductor Expo in Nanjing, Jiangsu Province, China on June 20, 2025. 

Why Is TSM Stock Jumping Over 3% Premarket Today?

A positive analyst action revived interest in the contract chipmaker’s stock.

<ul class="summary-bullets"><li>Security firm SlowMist warned of a fraud posing as "MetaMask Support" that used fake 2FA verification emails and webpages to obtain wallet passwords and recovery phrases.</li><li>Some users on Reddit stated that the emails appeared authentic at first, as Mask Network's $MASK traded near $1.00 as retail sentiment on Stocktwits shifted bearish.</li><li>MetaMask stated that the company never sends unsolicited emails, requests 2FA, or requests sensitive information, emphasizing the ongoing phishing concerns in cryptocurrency.</li></ul>MetaMask is facing a new phishing scam that impersonates a “2FA Security Verification” process, according to SlowMist.On Monday,&nbsp;blockchain security firm SlowMist <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SlowMist_Team/status/2008072132153291082?s=20">posted</a> that the scam attempts to trick users into believing their wallets require urgent two-factor authentication (2FA) verification. Screenshots shared by 23pds showed emails and web pages branded as “MetaMask Support,” urging recipients to click links to verify their wallets.<figure class="image"><a class="st-link-external" href="https://x.com/SlowMist_Team/status/2008072132153291082?s=20" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:798/730;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_05_at_3_52_47_AM_png_718403dc73.webp" alt="Screenshot 2026-01-05 at 3.52.47 AM.png" width="798" height="730"></a><figcaption>SlowMist flags new MetaMask email scam. | Source: @SlowMist_Team/X</figcaption></figure>Metamask's protocol network&nbsp;token, Mask Network ($MASK), was trading around $0.64, down 0.2% over the last 24 hours. On Stocktwits, retail sentiment around the Mask Network changed from ‘bullish’ to ‘bearish’ territory over the day, as chatter levels dropped from ‘extremely high’ to ‘high’ levels over the past day.&nbsp;&nbsp;The fraudulent messages falsely warn that wallet functionality may be restricted or suspended if users fail to complete the verification process. The links redirect users to phishing websites designed to collect sensitive information, including wallet credentials and recovery phrases.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reddit.com/r/BinanceUS/comments/1awq4zx/believe_i_got_a_phishing_scam_regarding_metamask/">Reddit thread</a> discussing the emails, a user said the message “looked official at first but came from a random address and asked me to enable 2FA through a link,” prompting concerns that it was a phishing attempt.<h2 class="st-heading-2">MetaMask Warns Against Unsolicited Emails</h2>MetaMask previously&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://support.metamask.io/stay-safe/safety-in-web3/i-received-an-email-claiming-to-be-from-metamask-is-it-legit">warned</a> users that it does not initiate unsolicited contact. In its official support documentation, the wallet provider states: “MetaMask will never send you unsolicited emails and will not initiate email correspondence with you.”The company also noted that it does not collect personally identifiable information, such as email addresses, during wallet creation, meaning it cannot contact users directly unless they first open a support ticket.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-xrp-solana-etf-fresh-inflow-ethereum-stable/cmxMhCzR4ba">Crypto ETF Money Is Moving – And Not Just Toward Bitcoin Anymore</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Fake ‘MetaMask Support’ Emails Are Stealing Wallet Credentials, SlowMist Warns 

MetaMask's official support documentation warns users that the wallet provider never initiates unsolicited contact.

<ul class="summary-bullets"><li>Investors are kicking off the first full trading week of 2026 amid geopolitical tensions.</li><li>&nbsp;Energy stocks, defense names, and crypto-linked equities are drawing high retail attention.</li></ul>U.S. stock futures were trading slightly higher early Monday as investors assessed the developments, with the capture of Venezuelan President Maduro sparking fresh geopolitical risk.&nbsp;As of 2:45 a.m. ET on Monday, Nasdaq 100 futures were up 0.3%, S&amp;P 500 futures rose 0.1%, and the Dow futures were flat, while Russell 2000 futures fell 0.1%.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, moved to ‘bullish’ from ‘neutral’. While sentiment 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.Post the US military action over the weekend, President Donald Trump said in a statement that the US will "run" Venezuela to secure energy interests, which has sent ripples through currency and commodity markets – gold and silver prices have risen, while oil has reversed its earlier losses.&nbsp;Trending Stocks To Watch Chevron&nbsp;(CVX), ConocoPhillips (COP), Exxon Mobil (XOM), Shell (SHEL), and TotalEnergies (TTE):&nbsp;Energy majors are seeing high retail attention as traders speculate on the US's new role in "running" Venezuela and tapping its oil reserves. GE Vernova (GEV) is also gaining traction.L3Harris (LHX):&nbsp;Reports over the weekend suggest the company is nearing a deal to sell a 60% stake in a portfolio of space and propulsion businesses to AE Industrial Partners.&nbsp;ASML (ASML):&nbsp;Bernstein has upgraded the stock to Outperform from Market Perform with a price target of $1,528, up from $935, citing the upcoming DRAM "super cycle."&nbsp;MSTR (MicroStrategy), COIN (Coinbase), and CLSK (CleanSpark) are gaining traction as&nbsp;<a href="https://stocktwits.com/news-articles/cryptocurrency/markets/mstr-coin-clsk-stocks-gain-as-crypto-shares-rally-after-bitcoin-hits-93000/cmxMJr2R4bR">Bitcoin</a> trades above $93K. Taiwan Semiconductor Manufacturing Co. (TSMC):&nbsp;The world’s largest contract chipmaker will be in the spotlight after receiving a 35% price target upgrade from Goldman Sachs Group over the weekend to NT$2,330, citing expectations of another year of solid growth. Other noteworthy tickers trending on Stocktwits at the time of writing were Nio, Navitas Semiconductor, Palantir, PSKY, BBAI, Schlumberger (SLB), and Micron (MU).&nbsp; Other Catalysts To Watch Investors will also be watching the CES tech show in Las Vegas, which runs from Tuesday through Friday this week. Nvidia’s Jensen Huang is set to take the stage at 4 pm today. On the economic front, traders are looking ahead to the release of the ISM Manufacturing PMI at 10:00 a.m. ET.&nbsp; For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Higher Amid Venezuela Geopolitical Jolt: Why CVX, XOM, ASML, TMSC, COIN Are On Traders' Radar Today

A surprise escalation involving Venezuela injected fresh geopolitical risk into global markets.

A surprise escalation involving Venezuela injected fresh geopolitical risk into global markets

<ul class="summary-bullets"><li>The U.S. conducted a military operation in Venezuela in the early hours of Saturday and arrested the country’s President Nicolas Maduro and his wife, Cilia Flores.</li><li>In a major boost for oil stocks for the first week of 2026, Chevron, ConocoPhillips and Valero Energy gained 9% each, while ExxonMobil shares gained nearly 4% in overnight trading.</li><li>According to CNBC, U.S. West Texas Intermediate crude was up 11 cents at $57.43 a barrel and Brent crude futures rose 17 cents to $60.92 a barrel by 7:24 p.m. ET.</li></ul>With pre-market trading set to open, overnight action suggested U.S. oil majors could add more than $100 billion in combined market capitalization following weekend developments in Venezuela, as the United States moves to rebuild the South American nation’s energy infrastructure.In the early hours of Saturday, the U.S. conducted a military operation in Venezuela and arrested President Nicolás Maduro and his wife, Cilia Flores. U.S. officials said Maduro is being held at the Metropolitan Detention Center in Brooklyn and faces charges related to drug trafficking and weapons offenses.U.S. President Donald Trump on Saturday reportedly said that American firms will spend several billion dollars on rebuilding Venezuela’s energy resources following the arrest. Aboard Air Force One, Trump said the oil companies were informed both before and after the operation. “They want to go in, and they’re going to do a great job for the people of Venezuela,” he <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Acyn/status/2008001198474076559">reportedly</a> added.<h2 class="st-heading-2">Oil Stock Moves</h2>In a major boost for oil stocks for the first week of 2026, Chevron, ConocoPhillips and Valero Energy gained 9% each, while ExxonMobil shares gained nearly 4%, and Marathon Petroleum Corp gained more than 9% in overnight trading, according to Yahoo Finance.Oilfield services stocks also saw a surge following developments in Venezuela, with Halliburton shares jumping 11% and SLB rising 12% during overnight trading as of 3:20 a.m. ET.<h2 class="st-heading-2">Oil Prices</h2>Oil prices also saw a boost after the U.S. airstrike on OPEC-member Venezuela. According to CNBC, U.S. West Texas Intermediate crude was up 11 cents at $57.43 a barrel and Brent crude futures rose 17 cents to $60.92 a barrel by 7:24 p.m. ET.<h2 class="st-heading-2">What Are Retail Traders Thinking?</h2>Retail sentiment on ConocoPhillips improved to ‘extremely bullish’ from ‘bullish’ a week ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.While sentiment on both ExxonMobil and Chevron jumped to ‘extremely bullish’ from ‘bearish’ a week ago. On the other hand, retail sentiment on SLB and Halliburton also improved to ‘extremely bullish’ from ‘bullish’ territory a day ago.Retail sentiment on the United States Oil Fund ETF was in the ‘extremely bullish’ territory compared to ‘bearish’ a week ago.<a href="https://stocktwits.com/symbol/XOM">Shares of ExxonMobil</a> have gained over 14% in the last 12 months while&nbsp;<a href="https://stocktwits.com/symbol/CVX">Chevron’s stock</a> has jumped 6.3% for the same period. <a href="https://stocktwits.com/symbol/SLB">SLB’s stock</a> has gained nearly 4% and <a href="https://stocktwits.com/symbol/HAL">Halliburton</a> has seen a 7% increase in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-2026-opens-with-a-9-pop-an-insider-sale-neutron-launch/cmxMgJOR4bJ">Rocket Lab’s 2026 Opens With A 9% Pop, An Insider Sale — And Neutron Launch Looming Large</a>

Oil rigs at sunset. (Photo: Getty Images)

Big Oil Set For $100B Windfall? Trump Admits Tipping Them Off 'Before And After' Maduro Extraction In Venezuela

Collectively, the big oil giants are set to see a boost to their valuations once the market opens following news that the U.S. is eyeing Venezuela for oil production.

<ul class="summary-bullets"><li>The CES will run from Jan. 6 to Jan 9 in Las Vegas.</li><li>The world’s largest annual consumer electronics showcase, CES, typically sees launches from leading tech companies across multiple categories.&nbsp;</li><li>Deeper AI integration would remain a common theme across devices.</li></ul>The world's biggest consumer electronics showcase, CES, kicks off on Tuesday in Las Vegas, bringing together scores of tech enthusiasts, journalists, and the top tech companies in one place.Companies from Samsung to Nvidia, as well as up-and-coming startups, typically unveil their latest products – and even prototypes – at the event. Formerly known as the Consumer Electronics Show, the event sees a heavy dose of launches across laptops, gaming, smart home, health-tech, wearables, robotics, TV, and audio segments, as well as the hardware and software powering next-gen gadgets.This year’s edition runs from Jan. 6 to Jan. 9 and is expected to feature new launches in the usual categories, with deeper AI functionality as a common theme.The event will host several panel talks and keynotes (agenda&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ces.tech/schedule/?date=2026-01-06">here</a>).According to The Verge, laptop makers are expected to debut new processors: Intel’s Panther Lake, Qualcomm’s Snapdragon X2, and AMD’s rumored “Gorgon Point” processors. Laptop could debut new foam factors, given the hype around foldable phones and screens. Last year, Lenovo launched a ThinkBook laptop with a screen that rolls up and down.Smart home gadgets are a big category at CES, and consumers could expect a string of new robot vacuum cleaners, smart locks, security cameras, and even humanoids.&nbsp;CES 2025 featured several high-profile gaming releases, including new flagship Nvidia graphics cards, SteamOS handhelds, and 27-inch 240Hz 4K OLED displays. The Verge reports that this year might be dull in comparison: Nvidia’s RTX 50 Super is likely postponed, while there might not be new GPUs from AMD, and Razer doesn’t have a booth on the floor for the second year in a row.On the wearables front, the focus could shift away from fitness trackers toward XR and AI-powered devices, while familiar players such as Samsung and LG are expected to roll out a spate of TVs, according to the tech news site.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gamestop-stock-trends-again-after-brutal-2025/cmxMQh2R4b7">GameStop Stock Trends Again After Brutal 2025 — And Some Retail Traders Smell A ‘Roaring Kitty’ Return</a>

A robot from Emage Vision plays the piano at the Consumer Electronics Show (CES) on January 8, 2025. (Photo by Artur Widak/Anadolu via Getty Images)

CES 2026 Kicks Off This Week As Consumer Tech Mecca Leans Harder Into Everyday AI: Here's What Is In Store

CES features a broad lineup of launches across laptops, gaming, smart homes, health tech, wearables, robotics, TVs, audio, and next-gen hardware and software.

SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending due to its exceptionally active community passionately championing the "OG meme" narrative of Rage Comics, positioning it as the foundational "meme reset" for an upcoming market cycle. This dedicated base is consistently building out an ecosystem with tools like RageMaker and RageGames, expressing strong conviction for significant long-term growth and leadership in the meme coin space.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amid strong community anticipation for regulatory clarity, especially regarding the Clarity Act, which is widely seen as a catalyst for increased institutional adoption and XRPL utility. Discussions are highlighting a diminishing supply with significant token lock-ups and rising demand, fueling optimism for its crucial role in global finance. Further excitement stems from developments like the potential Ripple National Trust Bank and integrations with major retail payment systems.

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 (MSTR) is garnering significant attention amid a rallying Bitcoin, fueling bullish sentiment that the company is an undervalued, leveraged play on the cryptocurrency. Community discussion is vibrant, with many anticipating MSTR's upside potential in line with Bitcoin's momentum, while others remain cautious due to ongoing share dilution and concerns over a potential index reclassification.

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 a major trending topic following its completed acquisition of Ask Sage and a substantial debt reduction initiative. The community is actively debating the strategic implications of potential share dilution against a much stronger balance sheet, while anticipating significant new contracts within the defense and secure AI sectors. Investors are keenly watching BBAI's positioning to become a leading player, drawing frequent comparisons to Palantir.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevron is trending with significant premarket gains as recent geopolitical developments in Venezuela, a nation with massive oil reserves, position the company uniquely. The community is actively discussing Chevron's strategic advantage as the sole major U.S. oil operator there, driving bullish sentiment amid global supply considerations.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amidst significant geopolitical events tied to Donald Trump's actions in Venezuela, particularly the capture of Nicolas Maduro. The community is sharply divided, with supporters viewing the developments as a decisive move that could benefit the company and lead to a short squeeze, while critics voice concerns over legality and motives, framing it as a distraction. This politically charged environment continues to drive highly speculative sentiment around the stock.

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

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following its acquisition of AI startup Manus, signaling a strategic pivot to enhance AI agent capabilities across its platforms. Many in the community view this as a potentially transformative step for future growth, drawing comparisons to past successful acquisitions and highlighting its role in the competitive AI landscape. However, a notable segment remains highly skeptical, labeling the increased AI spending as wasteful and predicting further share declines.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending after announcing record December and Q4 vehicle deliveries, bringing it close to one million cumulative units. Despite this strong operational performance and approaching profitability, the community is actively debating perceived stock manipulation, arguing that institutional short-selling is keeping shares significantly undervalued amidst its technological advancements like battery swapping.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as market participants actively debate the broader implications of the US military operation in Venezuela and its potential impact on global stability and oil prices. Community sentiment is divided, with some anticipating a bullish market reaction due to access to vast oil reserves, while others express concerns about escalating geopolitical risks and potential retaliatory actions from other global powers. Amidst this, discussions also continue around the underlying strength of key semiconductor and AI-related stocks that heavily influence the tech-centric ETF.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing renewed attention amid an optimistic outlook for AI infrastructure, driven by recent analyst upgrades and speculation around easing debt agreements and government contract activations. The community is actively debating its long-term potential, citing NVIDIA's backing and significant revenue backlog against concerns over its debt profile and past insider selling, as the broader sector anticipates key developments from upcoming tech events.

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