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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is a hot topic as NVIDIA's new autonomous driving platform sparks intense community debate over its potential challenge to Tesla's Full Self-Driving and robotaxi ambitions. Investors are weighing competitive pressures, including rising EV competition from BYD and renewed questions on core automotive performance, against the company's high valuation and long-term technological promises in AI and robotics.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is currently trending amid mixed sentiment, experiencing a price pullback while some speculate on its valuation and near-term growth catalysts, particularly concerning AI. The community is actively debating if its current price action is a healthy consolidation or a sign of deeper weakness, especially as it has recently lagged broader market rallies. Despite some positive reports on iPhone sales in international markets, many are looking for strong AI integration updates and future product optionality to drive renewed momentum.

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 witnessing strong bullish momentum, driven by widespread community speculation around imminent regulatory clarity and significant institutional interest. Record ETF inflows and a perceived decoupling from Bitcoin's price action are fueling optimism, as the community eagerly discusses its potential for substantial future gains.

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.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

Ondas Holdings is experiencing strong upward momentum driven by the upcoming Investor Day, where the company will detail its updated business plan and 2026 financial outlook, alongside recent strategic announcements including a name change to Ondas Inc. and relocation of its headquarters. The community is actively discussing potential major contract announcements, technical breakouts, and the company's key position within the rapidly expanding autonomous drone and counter-drone defense sectors, fueling high expectations for future growth.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is a top trending topic following its CES 2026 keynote, which unveiled the next-generation Vera Rubin AI platform and new Alpamayo open-source models for autonomous vehicles. The community is actively discussing Rubin's reported early production and significant performance enhancements, alongside new partnerships reinforcing NVIDIA's expanding full-stack AI ecosystem across robotics and self-driving solutions, amidst ongoing debates about market valuation and future growth trajectories.

Aeva Technologies, Inc. develops sensing paradigm for autonomous vehicles and robotics. The firm offers drones, robotics, vehicle technology, and virtual and augmented reality products. The company was founded by Soroush Salehian Dardashti and Mina Rezk in 2017 and is headquartered in Mountain View, CA.

Aeva Technologies Inc

Aeva Technologies is experiencing a surge in attention following its collaboration with NVIDIA, integrating its 4D LiDAR as a reference sensor within the NVIDIA DRIVE Hyperion platform ecosystem. This major validation from an industry leader is igniting strong bullish sentiment and driving widespread discussion about a potential short squeeze, especially given reported high short interest. The community is actively debating the long-term implications for AEVA within the competitive autonomous driving and LiDAR market, though some express caution regarding the timeline to full production.

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 actively discussed following its announcement to integrate NVIDIA's next-gen Rubin AI platform, highlighting its critical role in the expanding AI infrastructure. This bullish news, coupled with recent revisions to GPU loan terms for improved liquidity, contrasts with community concerns regarding the company's substantial debt, insider selling activity, and potential project delays. The ongoing conversation reflects a highly divided sentiment as investors weigh long-term growth against immediate financial challenges and market volatility.

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

MP Materials Corporation

MP Materials is trending as escalating geopolitical tensions underscore the critical need for diversified rare earth supply chains, driving investor focus toward domestic producers. Recent reports of tightening Chinese export controls, coupled with strategic partnerships with the US Defense Department and Apple, highlight the company's pivotal role in establishing a secure mine-to-magnet ecosystem. The community is actively discussing MP's robust production growth and its long-term potential for Western rare earth independence, despite ongoing debates surrounding near-term profitability expectations.

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

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is a major talking point following its impactful CES 2026 keynote, where it unveiled next-generation AI accelerators like the MI500 series and highlighted strategic partnerships in critical sectors such as space technology. The community is actively discussing AMD's aggressive push into AI and advanced computing, anticipating significant long-term growth and a re-evaluation of its market position within the competitive semiconductor industry.

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Baidu (NASDAQ:BIDU) Shares Gap Down - Time to Sell?

Baidu (NASDAQ:BIDU) Shares Gap Down - Should You Sell...

Kercheville Advisors LLC Makes New Investment in Baidu, Inc. $BIDU

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Baidu (NASDAQ:BIDU) Sets New 12-Month High - Should You Buy...

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Stock Traders Purchase High Volume of Baidu Call Options (NASDAQ:BIDU)

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Baidu (NASDAQ:BIDU) Sees Strong Trading Volume - Here's What Happened...

<ul class="summary-bullets"><li>Baidu said its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange on January 1, setting the stage for a spin-off and separate debut.</li><li>According to Jefferies’ estimates, Kunlunxin could command a valuation of between $16 billion and $23 billion upon listing independently.</li><li>Based on Baidu’s ownership stake, Jefferies’ analyst believes this translates into roughly $9 billion to $13 billion in attributable value.</li></ul>Baidu Inc. (BIDU) shares were in the spotlight on Friday after Jefferies lifted its price target on the Chinese technology company, citing value creation tied to a planned separation of its artificial intelligence chip business.Jefferies analyst Thomas Chong raised his price target on the stock to $181 from $159 while reiterating a ‘Buy’ recommendation, according to TheFly. The price target&nbsp;implies a potential upside of 39% to the stock’s closing price on Wednesday.<h2 class="st-heading-2">Kunlunxin Valuation Impact</h2>Baidu said on Friday that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange on January 1, setting the stage for a possible spin-off and separate debut. The company added that Kunlunxin would remain under Baidu’s control following any listing.&nbsp;According to Jefferies’ estimates, Kunlunxin could command a valuation of between $16 billion and $23 billion upon listing independently. Based on Baidu’s 59% ownership stake&nbsp;in Kunlunxin, Chong believes this translates into roughly $9 billion to $13 billion in attributable value for the parent company.&nbsp;Analyst Thomas Chong stated that the move will not only help clarify Kunlunxin’s market value but also strengthen Baidu’s overall AI business positioning by unlocking hidden value.&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu stock</a> traded over 12% higher by Friday mid-morning. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:926/102;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_02_104448_png_08373390f8.webp" alt="BIDU’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Jan. 2, 2026 | Source: Stocktwits" width="926" height="102"><figcaption>BIDU’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Jan. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Spin-Off Strategy</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/02/jefferies-says-this-chinese-tech-giant-will-get-a-boost-from-its-ai-chip-subsidiary-spin-off.html">report</a>, Baidu’s proposed strategy is aimed at spotlighting Kunlunxin’s individual worth and attracting capital specifically focused on semiconductor innovation.&nbsp;As per the report, Jefferies believes that listing Kunlunxin separately may enhance transparency, broaden investor interest, and allow the unit to access equity and debt markets on its own. Baidu plans to retain majority control of the chip maker after the separation.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/baidus-ai-chip-arm-kunlunxin-files-confidentially-hong-kong-listing-2026-01-01/">report</a>, the timing reflects a broader effort by China to strengthen its domestic chip industry as U.S. export controls tighten around advanced semiconductor technologies. Several Chinese AI and chip designers have recently moved toward public listings, seeking capital to scale operations and reduce reliance on foreign suppliers.BIDU stock has gained over 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-eyes-2026-expansion-after-rebranding-and-relocation-of-strategic-headquarters/cmxV2HwRE6w">Ondas Eyes 2026 Expansion After Rebranding And Relocation Of Strategic Headquarters</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Baidu’s AI Chip Spin-Off Strategy Could Ignite 39% Upside In The Stock, Says Jefferies

Jefferies analyst Thomas Chong raised his price target on the stock to $181 from $159 while reiterating a ‘Buy’ recommendation.

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Ironwood Pharmaceuticals, Baidu, Vertiv Holdings And Other Big Stocks Moving Higher On Friday

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

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As markets head into 2026, investors are debating whether the next phase favors speculation or real-world execution. With capital rotating toward infrastructure, energy, and undervalued sectors like healthcare, which area do you think will matter most for portfolios in the year ahead?

Which Theme Will Matter Most for Portfolios in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$1.45	--	--	N/A
Q3 '25	$1.08	$1.59	46.81%	BEAT
Q2 '25	$1.84	$1.92	3.88%	BEAT
Q1 '25	$1.99	$2.58	29.75%	BEAT
Q4 '24	$1.97	$2.66	34.76%	BEAT

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