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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 trending with significant buzz, driven by renewed analyst optimism and intense speculation around a potential short squeeze due to its high short interest. The community is keenly awaiting announcements from the ongoing J.P. Morgan Healthcare Conference, hoping for pivotal news on partnerships or strategic updates for its Matrix-M platform. This comes amidst strong calls for tangible execution from management as investor scrutiny intensifies.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is drawing significant attention amid discussions about its strategic positioning in Agentic AI at a recent conference and the introduction of a new leveraged ETF. Community sentiment is sharply divided, with many highlighting strong fundamentals and partnerships as a "gift" on current dips, while others express frustration over persistent volatility and perceived manipulation that has prevented a sustained breakout despite its S&P MidCap 400 inclusion.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is a top trending stock after reporting impressive preliminary revenue growth, positioning it as a rapidly expanding player in the defense drone industry. The community is actively anticipating updates from the CEO's upcoming conference appearance and the highly-watched Drone Dominance Gauntlet, as investors seek clarity on future contracts and production capabilities for U.S.-made unmanned systems amidst heightened global defense needs.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending due to ongoing concerns about increased competition from AI-powered alternatives and a recent series of analyst downgrades, despite the company reporting strong earnings and robust AI integration into its own offerings. While many in the community express frustration over the market's negative sentiment and see the stock as undervalued with a strong business moat, others anticipate continued pressure from AI disruption and competitive risks.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

Ryvyl is surging amidst strong community buzz around its planned merger with Roundtable, a Web3 digital media platform that includes a Bitcoin treasury. Recent announcements regarding a strategic partnership and a key litigation settlement are seen as clearing the path for this transformative deal, with many anticipating a significant short squeeze due to the stock's exceptionally low float.

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

Viking Therapeutics Inc

Viking Therapeutics is trending due to recent developments, including a new Chief Commercial Officer appointment, completed enrollment in its VK2735 obesity maintenance study, and an upcoming presentation at a major healthcare conference. The community is intensely debating these moves, with many expressing strong conviction in VK2735's "best-in-class" potential and anticipating a significant strategic partnership or buyout, while others voice frustration with the company's management and perceived underperformance compared to competitors in the rapidly evolving GLP-1 market.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan is trending following its latest earnings report, which despite beating expectations, saw the stock dip due to investor focus on rising credit loss provisions and a proposed credit card interest rate cap. While this regulatory concern is a key talking point impacting the financial sector, the community is also actively discussing JPMorgan's evolving, more bullish stance on Bitcoin and its deepening involvement in blockchain technology.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

Ambitions Enterprise Management Co. L.L.C. (AHMA) is actively trending with a significant surge in trading volume and rapid price movement. The community attributes this to its low float and potential for a short squeeze, frequently comparing its trajectory to past explosive runners like SMX. Traders are intently watching key resistance levels, with many speculating on further upside despite a lack of specific recent news driving the momentum.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is captivating market attention amid escalating geopolitical tensions and recent CME margin adjustments, sparking intense debate on its future trajectory. Bulls confidently point to silver's strategic industrial demand and its role as a hedge against currency debasement, while a vocal bear contingent anticipates a significant pullback from its parabolic ascent. This strong conviction on both sides continues to drive extreme volatility and a notable short squeeze within the commodity.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is trending as its latest earnings report, highlighting strong "Agentforce" AI adoption and an optimistic outlook, challenges prevailing skepticism about the stock's performance. The community is actively debating whether these results signal a true turnaround and re-rating for the enterprise software giant, especially given its perceived undervaluation compared to other SaaS peers.

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<ul class="summary-bullets"><li>The analyst said that while it expects the company to be a leader in the AI server market in the medium term, there was limited visibility into it improving its profitability.&nbsp;</li><li>Goldman Sachs added that this was due to large margin dilutive deals, increasing competition from OEMs and ODMs, as well as pressure from higher input costs.</li><li>Earlier this month, Mizuho lowered the price target on Super Micro to $31 from $45 while maintaining a ‘Neutral’ rating on the shares.</li></ul>Shares of Super Micro Computer Inc. (SMCI) fell nearly 7% on Tuesday after Goldman Sachs initiated coverage on the company with a ‘Sell’ rating and a price target of $26 ahead of its second quarter (Q2) earnings due on Feb. 9, 2026.According to TheFly, Goldman Sachs said that while it expects Super Micro to ‘continue to be a leader in the AI server market in the medium term,’ there is limited visibility on the company improving its profitability.The analyst cited the reason above due to large margin dilutive deals, increasing competition from original equipment manufacturers (OEMs) and original design manufacturers (ODMs), as well as pressure from higher input costs.Super Micro Computer is a California-based technology solutions company that deals in enterprise, cloud, artificial intelligence, metaverse, and IT infrastructure.<h2 class="st-heading-2">AI-Powered Retail Solutions</h2>On Jan 11, Super Micro announced collaborations with several technology partners to deliver AI-powered in-store retail solutions that would meet changing customer expectations and provide partners with scalability, improved productivity and increased profitability.The company will employ its own Supermicro Edge AI infrastructure as well as the Nvidia RTX PRO Blackwell series to provide intelligent retail stores and supply chain solutions.Super Micro is partnering with Everseen, Kinetic Vision, ALLSIDES, LiveX, Wobot AI, and Aible to create intelligent stores and provide longer term supply chain management."By working with Supermicro and NVIDIA at the edge, we’re able to deploy Video AI Agents in a way that's scalable, reliable, and focused on real-time operational insight— not experimentation," said Will Kelso, President, Revenue &amp; Growth at WobotAI.<h2 class="st-heading-2">What Are Other Analysts Saying?</h2>Earlier this month, Mizuho lowered the price target on Super Micro to $31 from $45 while maintaining a ‘Neutral’ rating on the shares after it adjusted targets for semiconductors companies in 2026.Mizuho said that while it sees continued upside for semiconductor companies in 2026 because of attractive valuations, the analyst believes this will be more modest than 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.Retail traders disregarded the ‘Sell’ target from Goldman Sachs. One bullish user said the downgrade was a sign to buy more.<stembedurl>https://stocktwits.com/Dentinvest/message/641633142</stembedurl>&nbsp;Another user noted that the analyst has a stake in the company. As of Sept. 20, 2025, Goldman Sachs owned about 7.11 million shares in Super Micro, as per data from Yahoo Finance.<stembedurl>https://stocktwits.com/Stockdaddy2011/message/641646407</stembedurl>&nbsp;Shares of SMCI fell over 8% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/rzlv-stock-declines-despite-strong-revenue-outlook/cmUXaI8R4I2">RZLV Stock Declines 9% Despite Strong Revenue Outlook: Retail Is Buying The Dip</a>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

Why Is SMCI Stock Price Falling Today?

Goldman Sachs initiated coverage on Super Micro Computer with a ‘Sell’ rating and a price target of $26.

Equity

<ul class="summary-bullets"><li>The company announced its current Chief Financial Officer, Matt Skaruppa, would be stepping down and be replaced by Gillian Munson, Board Member and Chair of the Audit Committee.</li><li>The company said that the transition would happen on February 23, 2026.&nbsp;</li><li>In addition, Duolingo provided a preliminary update on operating metrics for the fourth quarter, indicating a DAU growth of about 30% year over year and bookings at or slightly above the high end of its previously announced guidance range.</li></ul>Shares of language-learning app Duolingo Inc. (DUOL) closed over 8.4% lower on Monday after the company announced the current Chief Financial Officer, Matt Skaruppa, will step down and will be replaced by Board Member and Chair of Audit Committee Gillian Munson.The company said that the transition would happen on February 23, 2026.In addition, Duolingo provided a preliminary update on operating metrics for the fourth quarter ended Dec. 31, 2025.Shares of DUOL traded slightly higher in after-market hours, climbing 0.28% at the time of writing.<h2 class="st-heading-2">New Era</h2>Skaruppa will step down after almost six years with the company, during which Duolingo went public.“Duolingo has been the most rewarding chapter of my career,” Skaruppa said in the statement, highlighting his experience of taking the company public, and building a finance organization that matched its creativity.Meanwhile, Munson will step up as the CFO after having served on the company’s Board of Directors since 2019. Her experience includes being CFO of Vimeo, Iora Health, Inc. and XO Group Inc., in addition to other leadership positions."Having worked closely with leadership as a Board member, I’ve developed deep respect for Duolingo’s culture, operating discipline, and momentum. Few companies combine this level of engagement and impact with strong financial fundamentals, and I’m honored to step into the CFO role to help advance Duolingo’s long-term mission to bring the best education to the world,” Munson said.<h2 class="st-heading-2">Financial Update</h2>In addition to the CFO transition, Duolingo also announced a preliminary update on operating metrics for the fourth quarter ended Dec. 31, 2025. The company said that its preliminary results indicated a fourth quarter DAU growth of about 30% year over year and bookings at or slightly above the high end of its previously announced guidance range of $329.5 million - $335.5 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/DUOL">DUOL shares</a> jumped to ‘extremely bullish’ from ‘bullish’ territory over the past day amid ‘extremely high’ message volumes.One bullish user noted the drop despite the new CFO announcement and said that they would be ‘buying this dip.’<stembedurl>https://stocktwits.com/Mj6095/message/641559882</stembedurl>&nbsp;Another user called the drop in share prices an ‘overreaction’.<stembedurl>https://stocktwits.com/drbob512/message/641565257</stembedurl>&nbsp;Shares of DUOL have lost over 48% of their value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A laptop keyboard and Duolingo on App Store displayed on a phone screen are seen in this illustration photo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Duolingo Shares Declined After CFO Transition Announcement — Retail Says ‘Buying This Dip’ 

Duolingo shares ended in red on Monday after the company announced a CFO transition and reported a preliminary update on operating metrics.

<ul class="summary-bullets"><li>While the president did not provide any further details, he added that “This Order is final and conclusive.”</li><li>Trump’s tariff announcement comes amid widespread protests in the country that have reportedly killed hundreds of protesters.&nbsp;</li><li>The new tariff against Iran’s trading partners comes ahead of the Supreme Court ruling on the legality of Trump’s global tariffs, with the next hearing scheduled for Wednesday.</li></ul>President Donald Trump announced on Monday in a social media post that he is imposing a 25% tariff on all countries doing business with Iran.“Effective immediately, any Country doing business with the Islamic Republic of Iran will pay a Tariff of 25% on any and all business being done with the United States of America,” Trump said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115884319075881590">post</a> on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_at_3_44_44_AM_png_5e6a14025b.webp" alt="Trump's Post on Truth Social" width="1089" height="485"></figure>&nbsp;While the president did not provide any further details, he added that “This Order is final and conclusive.”<h2 class="st-heading-2">Iran Protests</h2>Trump’s tariff announcement comes amid widespread protests in the country that have reportedly killed hundreds of protesters. Beginning December 2025, protests in Iran erupted over soaring inflation and have now evolved to a call against the country’s clerical rule of Iran's Supreme Leader, Ayatollah Ali Khamenei.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/01/12/iran-strikes-trump-nuclear-talks-protests">report</a> from Axios, Trump was considering a strike on Iran, although a final decision had not been made. The president was also exploring Iranian proposals for negotiations, according to a White House official with knowledge on the matter, as per Axios.Earlier in the week, Trump <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115872214156165257">posted</a> on Truth Social in support of the protestors, saying, “Iran is looking at FREEDOM, perhaps like never before. The USA stands ready to help!”Trump’s announcement of new tariffs against Iran’s business partners also comes ahead of the Supreme Court ruling on the legality of Trump’s global tariffs, with the next hearing scheduled for Wednesday.<h2 class="st-heading-2">Economic Implications</h2>Another tariff is likely to disrupt global markets and have implications on trade relationships for countries with the U.S. Iran’s trading partners include large economies like India, Turkey, and China.At present, India is looking at 50% tariffs on its exports to America, largely due to its Russian crude oil imports. While both countries have been negotiating for months, a deal has not yet been finalized. China, which is the largest importer of Iranian crude oil, could face a disruption of the trade deal reached late last year.Meanwhile, U.S. equities were largely unchanged in Monday’s after-hours trading after ending the day in green. At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was largely unchanged after closing 0.16% higher at the end of the day. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.The <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF </a>(QQQ) was also unchanged after ending the day 0.08% higher, while the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.09% in after-market hours after closing 0.18% higher.The <a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) was also unchanged after having closed down by 0.12%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump looks on during a meeting of his Cabinet in the Cabinet Room of the White House on December 02, 2025 in Washington, DC.

Trump Targets Countries Trading With Iran, Slaps 25% Tariff

President Donald Trump announced on Monday on Truth Social that he is imposing a 25% tariff on all countries doing business with Iran “effective immediately.”

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

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

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

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

<ul class="summary-bullets"><li>The official announcement could come as soon as Tuesday, as per the report from The New York Times.&nbsp;</li><li>Meta’s chief technology officer Andrew Bosworth, who heads the Reality Labs division, has reportedly called for a meeting on Wednesday, urging staff to attend in person, as per the report.</li><li>Bosworth has also said that the meeting was the “most important” of the year, without giving more details, as per the report.</li></ul>Meta Platforms Inc. (META) is reportedly planning to lay off about 10% of its workers in the Reality Labs business, including those working on metaverse.The potential cuts comes as the tech giant shifts its focus to next-generation artificial intelligence, as per a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/01/12/technology/meta-layoffs-reality-labs.html">report</a> from The New York Times which cited three people familiar with the matter.Reality Labs employs about 15,000 people, a small fraction of Meta’s total 78,000 workforce, but the layoffs would disproportionately affect people in the metaverse unit, working on virtual reality headsets and a virtual reality-based social network, according to the report.The news comes amid Meta’s announcement of a new “top-level initiative” called Meta Compute as well as the appointment of a new President and Vice Chairman, both focusing on expanding the company’s artificial intelligence infrastructure.Shares of META were up 0.13% in Monday’s after-market trade at the time of writing. The stock was also among top trending tickers on the platform.<h2 class="st-heading-2">Strategic Pivot</h2>The official announcement could come as soon as Tuesday, as per NYT.&nbsp; Meta’s chief technology officer Andrew Bosworth, who runs the Reality Labs division, has reportedly called for a meeting on Wednesday, urging staff to attend in person, as per a memo seen by NYT.Bosworth also mentioned that the meeting was the “most important” of the year, without giving more details, as per the report.An earlier report from Bloomberg <a href="https://stocktwits.com/news-articles/markets/equity/meta-reportedly-plans-deep-metaverse-budget-cuts/cLILCDXRESD">said</a> the company was planning budget cuts as high as 30% for its metaverse division in 2026, including layoffs targeting the Meta Horizon Worlds platform and the Quest VR unit. The metaverse division was touted to have been asked to take a deeper cut amid lackluster adoption of virtual worlds by consumers. Since 2021, Reality Labs has accumulated losses of over $70 billion, as per the report.This a pivot for the company that had rebranded to Meta from Facebook as Zuckerberg chased a V.R.-based social networking vision.According to the NYT report and earlier report from Bloomberg, Meta plans to divert funds from metaverse to bolster its efforts in artificial intelligence and associated hardware, as well as boost its wearables division, including smart glasses and wristband computing devices.<h2 class="st-heading-2">Artificial Intelligence Push</h2>Earlier, the social media giant’s chief Zuckerberg <a href="https://stocktwits.com/news-articles/markets/equity/meta-announces-new-compute-initiative-to-scale-ai-infrastructure/cmUaBagR4Es">announced</a> that the company is establishing a new “top-level initiative” called Meta Compute to build tens of gigawatts this decade and amp this up to hundreds of gigawatts or more over time.The company also <a href="https://stocktwits.com/news-articles/markets/equity/dina-powell-mccormick-joins-meta-president-vice-chairman/cmUaRFNR4Ea">named</a> Dina Powell McCormick as President and Vice Chairman, to work closely on its compute and infrastructure goals. In 2025, Meta announced an investment of $600 billion in the U.S. by 2028 to build AI data centers as it plays catch-up on its AI strategy to compete with the likes of OpenAI and Google.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META stock remained in the ‘bearish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_at_3_24_44_AM_png_b0f58e77e2.webp" alt="On Stocktwits, retail sentiment around META stock remained in the ‘bearish’ territory over the past 24 hours amid ‘high’ message volumes." width="1287" height="161"></figure><a href="https://stocktwits.com/symbol/META">Shares of META </a>have gained over 5.5% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A visitor wears a virtual reality headset Meta Quest as he takes part in an immersive experience.

Meta To Reportedly Slash 10% Of Reality Labs Employees, Shifting Focus From Metaverse To Next-Gen AI

As per a report from The New York Times, employees in the Reality Labs business working on metaverse, including virtual reality headsets and a V.R.-based social network, would be affected most.

<ul class="summary-bullets"><li>The announcement comes shortly after Meta named Dina Powell McCormick as President and Vice Chairman of the company.</li><li>Meta Compute will be led by Santosh Janardhan, the company’s head of global infrastructure and Daniel Gross, who will work closely with Powell McCormick, according to Zuckerberg.</li><li>In November 2025, Meta announced that it will invest $600 billion in the U.S. by 2028 to build AI data centers.</li></ul>Meta Platforms Inc. (META) chief Mark Zuckerberg announced on Monday that the company is establishing a new “top-level initiative” called Meta Compute.In a post on Threads, Zuckerberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.threads.com/@zuck/post/DTa3-B1EbTp">said</a> that the tech giant plans to build “tens of gigawatts this decade,” and scale this to hundreds of gigawatts or more over time in a move to expand its artificial intelligence infrastructure.The effort will be led by Santosh Janardhan, Meta's head of global infrastructure and co-head of engineering, as well as former CEO of Safe Superintelligence Daniel Gross, according to Zuckerberg's post.The announcement comes shortly after Meta <a href="https://stocktwits.com/news-articles/markets/equity/dina-powell-mccormick-joins-meta-president-vice-chairman/cmUaRFNR4Ea">named</a> Dina Powell McCormick as President and Vice Chairman of the company earlier on Monday. Powell McCormick will work closely with both Janardhan and Gross, Zuckerberg added.<h2 class="st-heading-2">Meta Compute Plans</h2>Santosh will continue to run Meta’s technical architecture, software stack, silicon program, developer productivity, and building and operating its global datacenter fleet and network, as per the post.Meanwhile, Gross, who joined Meta Platforms' superintelligence lab last year, will take over a fresh group that will be in charge of long-term capacity strategy, supplier partnerships, industry analysis, planning, and business modeling.“How we engineer, invest, and partner to build this infrastructure will become a strategic advantage,” Zuckerberg said in his post.“I'm looking forward to working closely with Daniel, Santosh, Dina and their teams to scale Meta Compute and deliver personal superintelligence to billions of people around the world,” he added.<h2 class="st-heading-2">AI Relevance</h2>Meta has been boosting its AI efforts to catch up with its peers. In November 2025, the company announced that it will invest $600 billion in the U.S. by 2028 to build AI data centers, without providing much details at the time.Powell McCormick’s leadership to “work on partnering with governments and sovereigns to build, deploy, invest in, and finance Meta's infrastructure,” followed closely by Meta Compute’s announcement, also focused on scaling AI infrastructure, suggests the company is moving towards its next strategic expansion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META stock remained in the ‘bearish’ territory over the past day amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_at_1_05_45_AM_png_5e011f4d1a.webp" alt="On Stocktwits, retail sentiment around META stock remained in the ‘bearish’ territory over the past day amid ‘high’ message volumes." width="1270" height="153"></figure>Shares of META were down 0.8% on Monday at the time of writing. The company’s stock has gained over 6% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In Créteil, France, on September 29, 2025, the Meta AI logo appears on a smartphone.

Meta Announces New Compute Initiative To Scale AI Infrastructure

Meta chief Mark Zuckerberg announced in a social media post on Monday that the company’s new “top-level initiative” will build tens of gigawatts this decade and scale to hundreds of gigawatts or more over time.

<ul class="summary-bullets"><li>TSMC will pledge to build at least five more semiconductor facilities in Arizona under the deal, according to the report.&nbsp;</li><li>The deal is being legally scrubbed and could be announced later this month, as per NYT.</li><li>Last year, TSMC expanded its investment in the U.S. to $165 billion, committing to three new fabrication plants, two new advanced packaging facilities, and a research and development team center.</li></ul>The Trump administration is reportedly nearing a trade deal with Taiwan to reduce U.S. tariffs on the island while its chipmaking company, Taiwan Semiconductor Manufacturing Corporation (TSM) will commit to building more manufacturing units in America.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/01/12/business/economy/trump-taiwan-deal.html">report</a> from The New York Times on Monday, citing three people familiar with the matter, the deal, which was being negotiated for months, would cut tariff rates on the island to 15% from the present 20%. This would bring its tariff rate at par with imports from other Asian countries like Japan and South Korea.Taiwan’s TSMC will pledge to build five more semiconductor facilities at the very least in the U.S. state of Arizona under the deal, the report added.American-listed <a href="https://stocktwits.com/symbol/TSM">shares of TSM</a> rose 2.49% at the time of writing on Monday.<h2 class="st-heading-2">TSMC’s U.S. Presence</h2>The deal is being legally scrubbed, NYT reported, adding that it could be announced later this month.While the timeline for the investments and other details of the deal are not immediately clear, TSMC’s commitment to build more facilities in Arizona would roughly double the plants it has in the state, as per the report.Last year, Taiwan’s largest chip manufacturer expanded its investment in the U.S. to $165 billion, committing to three fresh fabrication plants in addition to the existing three it has, two new advanced packaging facilities, and a research and development team center.<h2 class="st-heading-2">Why Is This Important?</h2>The U.S. and China are battling over advanced semiconductor chips for AI as both countries race to the top. President Xi Jinping has been pushing to ramp up China’s domestic semiconductor capabilities after the U.S. banned the export of top AI chips, including those from Nvidia, to the country.Taiwan is the leading producer of semiconductor chips globally. The Trump administration has also been in talks with Taiwan to increase its semiconductor investment in the U.S. Meanwhile, TSMC is Nvidia Corp.'s (NVDA) primary manufacturer, and the only chip partner for its advanced chips.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around American-listed TSM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSMC_png_c0cb7269c4.webp" alt="On Stocktwits, retail sentiment around American-listed TSM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1291" height="146"></figure>Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘extremely bullish’ territory over the past 24 hours, also amid ‘high’ message volumes.One bullish user predicted TSM’s shares could surge to $350. Shares of the company were trading around $330 at the time of writing.<stembedurl>https://stocktwits.com/Dipbuyerbaby/message/641559548</stembedurl>&nbsp;Shares of TSM have gained over 64% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

US, Taiwan Close In On Trade Deal, TSMC Pledges More Chip Plants In America: Report

According to a report from The New York Times, the deal would cut tariff rates on the island to 15% and Taiwan Semiconductor Manufacturing Corporation will commit to building more manufacturing units in America.

<ul class="summary-bullets"><li>The co-innovation lab will use Nvidia’s new Vera Rubin chips and be built on its BioNeMo platform, while leveraging Lilly’s pharmaceutical expertise.</li><li>Apart from drug discovery, the collaboration will also explore AI’s use in clinical development, manufacturing, and commercial operations that can integrate multimodal models, agentic AI, robotics, and digital twins.</li><li>The lab is expected to begin operations early this year.</li></ul>Nvidia Corp. (NVDA) and Eli Lilly (LLY) announced on Monday that the two companies will jointly invest $1 billion over five years to build a new joint research lab in the San Francisco Bay area.The co-innovation lab will leverage Nvidia’s new Vera Rubin chips and be built on the company’s BioNeMo platform, while leveraging Eli Lilly’s pharmaceutical expertise to accelerate medicine development, the companies said.The lab will expand on the U.S. pharma giant’s previously-announced artificial intelligence (AI) supercomputer and will use Nvidia’s next-generation architectures.Apart from drug discovery, the collaboration will also seek to explore ways to use AI in clinical development, manufacturing, and commercial operations that can integrate multimodal models, agentic AI, robotics, and digital twins. The lab is expected to begin operations early this year.<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> were up 0.09% at the time of writing, while <a href="https://stocktwits.com/symbol/LLY">shares of LLY</a> were up 0.79% at the same time.<h2 class="st-heading-2">Eli Lilly’s AI Push</h2>Nvidia and Lilly’s joint announcement comes at the start of the 44th Annual JPMorgan Healthcare Conference in San Francisco and follows the drugmaker’s announcement from October 2025 of launching a supercomputer, also leveraging 1,000 Nvidia Blackwell Ultra GPUs.The supercomputer would power an AI factory or a specialized computing infrastructure to manage the entire AI lifecycle from data input and training to fine-tuning and high-volume inference, the company had announced then.The AI factory will now be used to train large biomedical foundation and frontier models for identifying, optimizing and validating new molecules with exceptional speed and accuracy while also supporting advanced applications in manufacturing, medical imaging and scientific AI agents.“For nearly 150 years, we’ve been working to bring life-changing medicines to patients,” David A. Ricks, chair and CEO of Eli Lilly said. “Combining our volume of data and scientific knowledge with NVIDIA’s computational power and model-building expertise could reinvent drug discovery as we know it.”Lilly’s competitor Novo Nordisk (NVO) has also been making a significant push into AI, partnering with major tech firms including Nvidia, Microsoft, and AWS across its value chain.<h2 class="st-heading-2">Nvidia’s Healthcare Market Exploration</h2>Nvidia, the most valuable corporation in the world, has been exploring healthcare and pharmaceuticals as new markets for its AI chips.Apart from the deal with Lilly, the semiconductor company also announced a collaboration with research company <a href="https://stocktwits.com/symbol/TMO">Thermo Fisher Scientific Inc.</a> (TMO) for manufacturing scientific instruments that are intelligent as well as autonomous labs.Nvidia’s BioNeMo and NeMo platforms are also being adopted by other firms for biotech and drug discovery to power foundation models, AI-driven molecular design, and autonomous “AI scientist” systems as well as for robotics and lab automation to introduce simulation, and physical AI technologies.“AI is transforming every industry, and its most profound impact will be in life sciences,” said Jensen Huang, Nvidia’s founder and CEO.“NVIDIA and Lilly are bringing together the best of our industries to invent a new blueprint for drug discovery — one where scientists can explore vast biological and chemical spaces in silico before a single molecule is made,” he said about the deal with Lilly.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares were in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes at the time of writing.Meanwhile, retail sentiment around LLY shares were ‘bullish’ at the same time with ‘high’ message volumes.Shares of NVDA climbed over 38% in the past year while LLY shares rose over 34% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Nvidia, Lilly Team Up For $1B Drug AI Lab

The two companies will invest the funds over five years to build a new joint research lab in the San Francisco Bay area. 

<ul class="summary-bullets"><li>VCI Global’s new lounge will offer a subscription-based model, allowing enterprises to scale compute resources according to actual workload demand instead of upfront capital investment.&nbsp;</li><li>The facility will also support testing, orchestration, and command-and-control functions for robotics, autonomous systems, and drone technologies.</li><li>The facility is expected to begin enterprise workloads by late January 2026.</li></ul>Cybersecurity and artificial intelligence company VCI Global Limited (VCIG) announced on Friday that its Enterprise AI GPU Lounge, powered by NVIDIA’s Blackwell technology, has reached turnkey readiness and is close to its operational phase.The company said that the new lounge, located in Kuala Lumpur, Malaysia, is a co-working data center for enterprise AI, providing access to the Blackwell computing infrastructure for multinational corporations, regulated enterprises, and government entities, without needing upfront capital investment.VCI Global’s facility is expected to begin enterprise workloads by late January 2026.<a href="https://stocktwits.com/symbol/VCIG">Shares of VCIG </a>closed over 41% higher on Friday but lost over 7% in after-market hours.<h2 class="st-heading-2">Subscription-Based Enterprise AI</h2>VCI Global’s new AI GPU will offer a subscription-based, usage-driven model, allowing enterprises to scale compute resources according to actual workload demand.The facility will be powered by NVIDIA Blackwell GPUs and managed by its subsidiary V Gallant’s Intelli-X platform, the company said.The new facility will also support testing, orchestration, and command-and-control functions for robotics, autonomous systems, and drone technologies outlined in the company’s 2026 development roadmap.“With the AI GPU Lounge entering operational readiness, we are introducing a scalable and capital-efficient platform that enables enterprises to deploy advanced AI capabilities without the traditional burden of infrastructure ownership. This marks an important step as we advance toward Physical AI and intelligent automation use cases,” said Dr. Chan Wai Mun, Chief Operating Officer of V Gallant.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around VCIG stock jumped to ‘extremely bullish’ from ‘bullish’ territory over the past day while message volume jumped to ‘high’ from ‘low’ levels.One bullish user noted the company’s strong financials and other positive news while also highlighting the positives of its largest shareholder being the world’s largest stablecoin issuer, Tether.<stembedurl>https://stocktwits.com/Mullenistas/message/641403687</stembedurl>&nbsp;However, another user warned against too much optimism, pointing out that there was no information on how many Nvidia GPUs were being used.<stembedurl>https://stocktwits.com/hoohoovc/message/641410225</stembedurl>&nbsp;Shares of VCIG have lost almost all their value in the past year, dropping from around $1,044 levels in January 2025 to $0.96 at present.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, an Nvidia chip is seen through a magnifying glass on August 1, 2025 in Beijing, China. 

VCI Global Shares Surge On Launch Of NVIDIA-Powered AI GPU Lounge

VCI Global Limited announced that its Enterprise AI GPU Lounge, powered by NVIDIA’s Blackwell technology, had reached turnkey readiness and was close to its operational phase.

<ul class="summary-bullets"><li>“I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump said in his post.&nbsp;</li><li>Retail users anticipate big news from the company, likely in association with Apple, Elon Musk, or the U.S. military.</li><li>Trump said in his post that the U.S. had benefitted from its shareholding in Intel and had made “tens of billions of dollars for the American people” in just four months.</li></ul>Intel Corp. (INTC) stock surged over 11% on Friday to a near two-year high after President Donald Trump praised the company in a social media post on Thursday.Trump <a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-climbs-after-trump-praises-company-post-meeting-with-ceo/cmUbNE1R45l">said</a> on Truth Social that the U.S. was proud to be a shareholder of Intel, also praising the company for its design and manufacturing process in the U.S.“I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump said in his post.Retail investors anticipate big news from Intel following the CEO’s meeting with the president, with some speculating a potential deal with <a href="https://stocktwits.com/symbol/AAPL">Apple Inc.</a> (AAPL) or a defense-related contract.<h2 class="st-heading-2">Trump’s Praise</h2>Trump said that the U.S. had benefitted from its shareholding in Intel and had made “tens of billions of dollars for the American people” in just four months.Trump’s comments come as the administration is amping up efforts to boost the semiconductor industry in the U.S. even as it attempts to outdo China. In August 2025, the U.S. government acquired a 10% stake in Intel, making it the biggest shareholder in the company.In a reply on X, Tan <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LipBuTan1/status/2009405221772869974">said</a> he was “honored and delighted to have the full support and encouragement” of the President “as we bring leading edge chip manufacturing back to America!”At the Consumer Electronic Show (CES) 2026, Intel launched its Intel Core Ultra Series 3 processors, designed and manufactured in the United States.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around INTC stock remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_10_at_2_35_08_AM_png_c3a03e18b9.webp" alt="On Stocktwits, retail sentiment around INTC stock remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes." width="1282" height="146"></figure>One bullish user speculated that news from the company is imminent, questioning whether a deal with Apple, Elon Musk, or perhaps the U.S. military would be involved.<a href="https://stocktwits.com/Life_is_a_Carnival/message/641372924">https://stocktwits.com/Life_is_a_Carnival/message/641372924</a>&nbsp;Another bullish user said that CEO Tan’s statement about Intel being 14A-ready in 2027 could indicate that an Apple deal is on the cards.<stembedurl>https://stocktwits.com/EcoStonk/message/641362226</stembedurl>&nbsp;A third user anticipated that the company’s share price would rocket over $50 soon.<stembedurl>https://stocktwits.com/EcoStonk/message/641357670</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/INTC">Shares of INTC </a>have gained over 137% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

 In this photographic illustration, the Intel logo appears on a smartphone reflecting an abstract illustration dominated by blue and black, on September 22, 2025. 

Intel Shares Surge On Trump Praise — Retail Anticipates ‘Big News’

Intel’s shares rallied over 11% after President Donald Trump announced he had met with its CEO while also praising the company in a social media post on Thursday.