SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Escalating US-Iran tensions, marked by military strikes and oil supply concerns, are driving intense SPY discussion as the community debates a potential market downturn against resilient "buy the dip" narratives amidst geopolitical uncertainty.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Surging as escalating Middle East tensions, including threats to oil supply routes and facilities, propel the energy sector, Battalion Oil (BATL) is captivating traders who are noting its explosive momentum and discussing potential for a short squeeze due to its low float.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd (INDO) is a top trending stock as escalating Middle East tensions, driven by reported attacks on oil infrastructure and disruption in the Strait of Hormuz, ignite community speculation of a massive price surge and potential short squeeze for this low-float oil play, drawing comparisons to past energy rallies.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid heightened US-Iran conflict, triggering debates over a potential market 'bloodbath' driven by rising oil prices and geopolitical instability. However, many in the community contend that the 'war is priced in,' anticipating another 'V recovery' as dip buyers and algorithmic trading systems demonstrate surprising resilience for tech stocks.

United States Commodity Funds LLC - United States Oil Fund

United States Oil Fund

USO is trending due to escalating geopolitical tensions in the Middle East following reported US-Israeli strikes on Iran and subsequent regional retaliation, raising significant concerns about global oil supply disruptions, particularly within the critical Strait of Hormuz. The community is actively discussing a potential surge in crude prices, with many anticipating oil could reach $100 or higher amid fears of a prolonged conflict and a short squeeze in the energy sector.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Heightened geopolitical tensions impacting global LNG supply routes, coupled with strong anticipation for its upcoming earnings, are driving significant conversation around Venture Global. The community is actively discussing the company's rapid production expansion, perceived undervaluation relative to peers, and the potential for a substantial short squeeze.

Ondas, 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 West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is seeing increased attention amid escalating geopolitical events in the Middle East, with the community actively discussing a potential short squeeze fueled by its high short interest and strategic position in defense technology, particularly its deep ties to Israeli defense programs and participation in key U.S. drone initiatives.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is seeing a dramatic surge driven by a strong earnings beat and highly ambitious revenue guidance for its AI-focused 800G/1.6T data center transceivers. The community is intensely debating whether this marks a legitimate re-rating and short squeeze due to massive industry demand, or if it's an overhyped run susceptible to an announced stock offering and the company's past execution challenges.

Exxon Mobil Corp. engages in the exploration, development, and distribution of oil, gas, and petroleum products. It operates through the following segments: Upstream, Energy Products, Chemical Products, and Specialty Products. The Upstream segment organizes the exploration of crude oil and natural gas. The Energy Products segment includes fuels, aromatics, and catalyst and licensing. The Chemical Products segment offers petrochemicals. The Specialty Products segment provides finished lubricants, basestocks and waxes, synthetics, and elastomers and resins. The company was founded by John D. Rockefeller in 1882 and is headquartered in Spring, TX.

Exxon Mobil Corp.

Exxon Mobil Corp

Exxon Mobil is trending amid escalating geopolitical tensions in the Middle East, with reports of attacks on oil facilities and threats to critical shipping routes like the Strait of Hormuz driving intense community discussion about a potential surge in crude oil prices and significant upside for integrated energy majors.

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 amid community anticipation of surging crude oil prices due to heightened Middle East geopolitical tensions, complemented by its strategic positioning for expanded Venezuela production and negotiations for a major Iraq oilfield.

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<ul class="summary-bullets"><li>ByteDance is partnering with Samsung to produce its own AI chips; the project is code-named SeedChip, according to Reuters.</li><li>As Chinese tech companies scale&nbsp;homegrown AI chips, Nvidia would face a greater challenge in reviving its China business.</li><li>Nvidia continues to face uncertainty over H200 sales to Chinese customers, a key overhang.&nbsp;</li></ul>Chinese tech giant ByteDance is developing an artificial intelligence chip and is in talks with Samsung Electronics to manufacture it, Reuters reported on Wednesday, citing sources.ByteDance —&nbsp;which holds a minority stake in TikTok after its U.S. sale&nbsp;— aims to receive sample chips&nbsp;by the end of March. It plans to produce 100,000 of those this year and eventually ramp up annual production to up to 350,000 units, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/bytedance-developing-ai-chip-manufacturing-talks-with-samsung-sources-say-2026-02-11/">report</a>.Chinese companies are ramping up efforts to develop advanced chips indigenously, in response to U.S. restrictions on the sale of high-end semiconductors from Nvidia and Advanced Micro Devices to Chinese customers.<h2 class="st-heading-2">Drag On Nvidia’s China Business</h2>If its plans&nbsp;come to fruition, it would mark a milestone for ByteDance, which has reportedly been working on the effort since 2022, and a new headache for Nvidia.The U.S. chip heavyweight has seen its China business crater amid shifting policies governing its chip sales in the country, an issue both Washington and Beijing have leveraged in diplomatic and trade negotiations.Nvidia, which is still awaiting approval to resume H200 sales, could face greater challenges rebuilding its China business if domestic tech giants succeed in developing their own advanced chips.On Stocktwits, retail sentiment for NVDA has remained ‘bearish’ over the last two days.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> are up 1% so far in 2026, compared to the 1.4% rise in the benchmark S&amp;P 500 index.<h2 class="st-heading-2">AI Chip Efforts</h2>Earlier reports from Reuters noted that ByteDance began hiring chip-related staff in 2022 and, in 2024, engaged U.S. chipmaker Broadcom to design chips that would ultimately be manufactured by TSMC.&nbsp;While ByteDance has yet to debut its own chip, rivals Alibaba and Baidu are further ahead in AI silicon. Alibaba unveiled its Zhenwu chip last month, aimed at large-scale AI workloads, while Baidu already markets chips to external customers and is preparing to spin off and list its chip unit, Kunlunxin.ByteDance’s chip project is code-named SeedChip, according to Reuters.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-reckons-with-internal-turmoil-over-doing-ice-contracts/cZb6PgXR4qR">Salesforce Reckons With Internal Turmoil Over Doing ICE Contracts Weeks Ahead Of Key Q4 Earnings</a>&nbsp;

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Nvidia’s Loss Is Samsung’s Gain: ByteDance Reportedly Turns To Korean Giant For In-House AI Chips

The TikTok U.S. minority owner plans to produce 100,000 of those chips this year as China races to cut reliance on U.S. chipmakers.

Equity

The TikTok U.S. minority owner plans to produce 100,000 of those chips this year as China races to cut reliance on U.S. chipmakers.


<ul class="summary-bullets"><li>In a year-end letter, Instagram’s Adam Mosseri acknowledges that AI content is flooding social media.</li><li>He says audiences will gravitate toward creators they trust and ‘raw’ content in the future.</li><li>Instagram is considering labeling content at the moment of capture and other platform tweaks to better surface authentic, non-AI content.&nbsp;</li></ul>Adam Mosseri, the head of&nbsp;Meta Platforms’ Instagram, has acknowledged what many users have sensed for some time: AI-generated and overly polished content is increasingly dominating social media feeds, making posts look slicker but also more uniform, and, at times, less inspiring.“Authenticity is becoming infinitely reproducible” as AI content tools improve, and “the feeds are starting to fill up with synthetic everything,” Mosseri said in his year-end&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.threads.com/@mosseri/post/DS76UiklIDf">letter</a>, posted on Threads.&nbsp;<h2 class="st-heading-2">Authenticity Over Opulence</h2>In this environment, creators who have earned their audience’s trust will matter even more, as user-generated, independent content overtakes that produced by media organisations and institutions.The trend has far-reaching implications for digital content and creators, coming at a time when independent creators and content businesses have exploded and now form a core pillar of the advertising business.Mosseri admitted the changing landscape, saying that success will hinge on uniqueness rather than production skills. “The bar is going to shift from ‘can you create?’ to ‘can you make something that only you could create?’ That’s the new gate.”He pointed out that the polished feed aesthetic is slowly being replaced by raw, imperfect content—“Rawness isn’t just aesthetic preference anymore—it’s proof (of non-AI content)”—and that more people are sharing stories and direct messages featuring blurry photos and shaky videos.<h2 class="st-heading-2">Instagram’s Dominant Position</h2>Instagram has 3 billion monthly active users, over one-third of the world population, Meta CEO Mark Zuckerberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/meta-ceo-zuckerberg-says-instagram-has-grown-3-billion-monthly-active-users-2025-09-24/">disclosed</a> in September. Industry estimates put TikTok’s MAUs at around 1.6 billion.&nbsp;In an October earnings call, Zuckerberg announced that Instagram and Facebook Reels had surpassed a $50 billion annual run rate. According to Sensor Tower&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/meta-reels-revenue-ade4179e">data</a>, users spend an average of 27 minutes a day on Instagram Reels, 21 minutes on YouTube Shorts, and 44 minutes on TikTok.The social media giant, which earns&nbsp;most of its revenue from online advertising, is clocking record revenue growth. The topline increased 26% to $51.2 billion in the last quarter, with an operating margin of over 40%. On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/META">META</a> had a ‘bearish’ retail sentiment reading on Friday.<h2 class="st-heading-2">Mosseri’s Workaround</h2>Admitting that identifying AI-generated content would become even harder, Mosseri discussed tweaks to help users discover authentic creators and content on Instagram.&nbsp;The company will “work with manufacturers” – likely camera firms – to verify authenticity at the moment of capture, and will surface more context about creator accounts so users can judge trustworthiness. Instagram will also offer more powerful creative tools to creators.&nbsp;With powerful AI video-generation tools — from OpenAI’s Sora to Google’s Nano Banana — now at creators’ fingertips and camera makers such as GoPro feeding vast troves of video data into AI training, AI-generated video is poised to explode“The creators who can maintain trust and signal authenticity—by being real, transparent, and consistent—will stand out,” Mosseri said.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-tech-is-back-ai-boom-drives-hong-kong-stocks-to-best-run-in-8-years/cmxN6jnRE6L">China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years</a>

A woman holding a phone with its screen showing the Instagram logo. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

Instagram’s Head Admits AI Poses Threat To ‘Authentic Content’, Says Success Will Hinge On This Factor

He pointed out that the polished feed aesthetic is slowly being replaced by raw, imperfect content.

<ul class="summary-bullets"><li>ByteDance is reportedly planning to spend $23 billion next year, mainly on AI infrastructure.</li><li>The plans underscore how the Chinese tech industry is aggressively investing in AI and competing with the U.S. in the emerging field.</li><li>Alibaba, Baidu, and Chinese semiconductor companies have had a strong run this year, driven by AI advancements.</li></ul>Fresh off a successful&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tiktok-stays-alive-in-us-under-new-deal-forged-by-trump-but-critics-warn-of-a-backroom-powerplay/cLeiYH7REru">divestiture</a> of TikTok’s U.S. operations, ByteDance is now planning to scale aggressively.&nbsp;The Chinese tech giant – one of the world’s most valued private companies – plans to spend 160 billion yuan ($22.7 billion) on capital expenditure next year, mainly towards artificial intelligence (AI) infrastructure, Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/9f550bb6-5708-41e3-aef6-ce8d7bb405ad">reported</a> on Monday. That’s up from 150 billion yuan in 2025.Together with Alibaba’s $53 billion AI spending pledge – which CEO Eddie Wu has said could rise further – and the rapid pace of rollouts, China’s AI industry is already expanding and appears set for continued rapid growth.Although the capital spending of Chinese tech giants is well below that of American heavyweights such as Amazon and Google, the gap in AI advancement is diminishing.&nbsp;<figure class="image"><img style="aspect-ratio:673/387;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_2_44_06_PM_png_8d96aeec46.webp" alt="Screenshot 2025-12-23 at 2.44.06 PM.png" width="673" height="387"></figure>&nbsp;Earlier in the year, Chinese startup DeepSeek stunned the market by producing benchmark AI models at a fraction of the cost of those from OpenAI. Around the same time, Alibaba launched an aggressive AI plan, which later saw the release of several iterations of its Qwen AI technology and a ChatGPT-like Qwen AI app, which would be rolled out globally next year.&nbsp;AI development strengthened Alibaba’s cloud business and lifted the company’s stock, reviving interest in the Chinese tech sector and drawing renewed attention from global investors. BABA is up about 80% year-to-date and is on track to record its second-best annual gain since its 2014 listing.The momentum has trickled into AI-adjoining industries, such as semiconductors. Stocktwits&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-probably-won-t-need-nvidia-for-long-beijing-s-homegrown-ai-chip-empire-is-rising-stealthily/cLIrvzgREZK">reported</a> earlier this month that Chinese chip makers, too, had a strong year. Companies such as Cambricon Technologies, viewed as a key challenger to Nvidia, and long-established Hua Hong Semiconductor, have logged strong share gains, while new chipmaker IPOs – most notably Moore Threads – have delivered standout performances.As Chinese tech advanced, concerns about an AI bubble began to emerge in the U.S. That led to a sharp sell-off in the market last month, driven by AI-linked tech stocks, even though the market later rebounded to a record high. In a recent,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf">detailed report</a> on the state of AI, Morgan Stanley noted the growing influence of China in the emerging field.&nbsp;<figure class="image"><img style="aspect-ratio:742/507;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_1_17_21_PM_png_9bf281b52d.webp" alt="Screenshot 2025-12-23 at 1.17.21 PM.png" width="742" height="507"></figure>&nbsp;The investment bank dismissed concerns about an AI bubble. “We believe this potent technology will disrupt labor markets and boost productivity globally while creating value across public and private markets. Yes, tech stocks keep driving market gains, but no, we do not see a bubble about to burst.”So far this year, BABA and BIDU have risen 80.3% and 50%, respectively. In comparison, GOOGL is up 62.5%, while MSFT and AMZN have increased 14% and 3%, respectively.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Although the capital spending of Chinese tech giants is well below that of American heavyweights such as Amazon and Google, the gap in AI advancement is diminishing. (Image: Getty Images)

China’s Tech Giants Race To Close AI Capex Gap With US Rivals — ByteDance’s Post-TikTok Pivot Is The Latest Signal

China’s AI industry is already expanding and appears set for continued rapid growth.

<ul class="summary-bullets"><li>RBC said that the deal could ease concerns about Oracle’s reliance on a small number of major cloud customers.</li><li>Oracle will own a minority stake in TikTok’s U.S. operations as part of the buyer consortium.</li><li>Oracle becomes central to a politically sensitive, regulation-driven tech deal.</li></ul>Oracle Corp. (ORCL) could be one of the biggest beneficiaries of TikTok’s long-awaited U.S. divestment, with Wall Street viewing the deal as more than a regulatory workaround for the short-video app.&nbsp;<h2 class="st-heading-2">A Cloud Catalyst For Oracle</h2>RBC Capital said Oracle’s involvement in the buyer consortium could support Oracle Cloud Infrastructure&nbsp;(OCI) growth at a time when investors have been watching customer concentration risks, particularly its reliance on OpenAI.The brokerage firm said the transaction could deliver both strategic and economic benefits for Oracle, including deeper involvement in TikTok’s U.S. data infrastructure and an equity stake in one of the world’s most valuable private companies.&nbsp;The firm said this positioning could help offset concerns around OCI growth while strengthening Oracle’s role in large-scale consumer data platforms.<h2 class="st-heading-2">How The TikTok US Deal Is Structured</h2>Under the proposed agreement,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tiktok-stays-alive-in-us-under-new-deal-forged-by-trump-but-critics-warn-of-a-backroom-powerplay/cLeiYH7REru">TikTok’s U.S. operations will move into a new entity</a>, TikTok USDS Joint Venture LLC. Oracle, Silver Lake, and Abu Dhabi-based MGX will reportedly own about 45% of the venture, while existing ByteDance investors will hold roughly 33% and ByteDance will retain around a 20% stake.&nbsp;The deal, reportedly signed by ByteDance and expected to close next month at an implied valuation of about $14 billion, gives Oracle exposure to a platform whose parent is projected to generate nearly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tik-tok-parent-byte-dance-reportedly-nears-50-billion-profit-milestone/cLe0RMmREsv">$50 billion in net profit</a> by the end of this year.<h2 class="st-heading-2">Regulatory Relief</h2>The deal ends more than a year of uncertainty for TikTok, which faced the threat of a forced shutdown amid U.S.–China tensions. While it ensures continuity for U.S. users, creators, and advertisers, the agreement has drawn political attention.&nbsp;Some critics have questioned whether the structure fully addresses national security concerns, particularly over control of TikTok’s recommendation algorithm, while others have raised concerns about U.S. President Donald Trump’s direct involvement in the process.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>On Stocktwits, retail sentiment for Oracle was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:971/145;" src="https://news.stocktwits-cdn.com/orcl_ss_png_3176134b1c.webp" alt="orcl ss.png" width="971" height="145"><figcaption>ORCL sentiment and message volume as of December 19| Source: Stocktwits</figcaption></figure>One user urged investors to accumulate shares, saying the stock was “going way higher today.”<stembedurl>https://stocktwits.com/buyitall888/message/639731972</stembedurl>Another user suggested the stock could attempt to reach the $200 level during the session.<stembedurl>https://stocktwits.com/cockpit/message/639725688</stembedurl><a href="https://stocktwits.com/symbol/ORCL">Oracle’s stock</a> has risen 17% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Oracle logo is seen displayed on a smartphone screen and the TikTok logo in the background. 

Why TikTok’s US Deal May Be More About Oracle Than You Think — RBC Weighs In

RBC said Oracle’s TikTok role could support cloud growth via expanded data infrastructure exposure.

<ul class="summary-bullets"><li>If achieved, the projected 2025 profit would bring ByteDance’s results in the range of Meta Platforms.</li><li>ByteDance has reached an agreement to sell TikTok’s U.S. business.</li><li>Oracle Corp. (ORCL), Silver Lake, and Abu Dhabi-based MGX would together hold about 45% of the new venture.</li></ul>ByteDance, the privately held Chinese technology company best known as the parent of TikTok, is reportedly poised to report a record profit of around $50 billion in 2025.&nbsp;ByteDance has reached an agreement to sell TikTok’s U.S. business after facing the risk of a shutdown for over a year amid ongoing tensions between the United States and China, which repeatedly pulled TikTok into broader trade talks.<h2 class="st-heading-2">Projected Profits Surge</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-19/tiktok-owner-bytedance-on-track-for-50-billion-profit-in-2025?srnd=homepage-americas">report</a>, the latest financial projections suggest ByteDance will finish 2025 with net earnings of nearly $50 billion, after generating about $40 billion in profit through the first three quarters of the year.&nbsp;If achieved, the projected 2025 profit would bring ByteDance’s results in the range of those expected from U.S. social media giant Meta Platforms Inc. (META), the report stated. ByteDance’s earnings growth reflects the success of TikTok, its flagship short-form video platform, and the company’s diversified digital offerings.ByteDance is said to be targeting approximately 20% sales growth to about $186 billion in 2025.<h2 class="st-heading-2">The TikTok Deal</h2>TikTok’s rapid rise drew intense attention after the Biden administration pushed to ban the Chinese-owned app in the U.S. over national security worries. Even with the risk of being blocked in the U.S., ByteDance’s overseas business has continued to grow as TikTok spreads worldwide.The possibility of being forced to sell TikTok’s U.S. business had been a major concern for ByteDance. However, with the deal now finalized, it would help the company avoid the worst-case scenario of a ban.TikTok’s U.S. business will be moved into a new company called TikTok USDS Joint Venture LLC.According to an Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/18/tiktok-sale">report</a>, Oracle Corp. (ORCL), Silver Lake, and Abu Dhabi-based MGX would together hold about 45% of the new venture, current ByteDance investors would own roughly 33%, and ByteDance would keep close to a 20% stake. The transaction is expected to be completed on Jan. 22, 2026.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ccl-stock-surge-today/cLeiCeTREso">Why Did CCL Stock Surge 9% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of TikTok is displayed on a smartphone screen.

TikTok Parent ByteDance Reportedly Nears $50B Profit Milestone As US Ownership Shift Looms: Report 

Latest financial projections suggest ByteDance will finish 2025 with net earnings close to $50 billion.

<ul class="summary-bullets"><li>The U.S. recently allowed exports of Nvidia’s H200 chips to China, reportedly affecting Beijing’s self-sufficiency plans.</li><li>The report said Chinese officials asked the big tech firms to report demand and will decide after reviewing the responses.</li><li>Major companies involved include Alibaba, ByteDance, and Tencent.</li></ul>China reportedly called the country’s largest tech companies, such as Alibaba (BABA), ByteDance (BYTEDANCE), and Tencent (TCEHY), to the table to discuss whether they should be allowed to buy Nvidia’s (NVDA) advanced H200 chips.&nbsp;According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-weighs-nvidia-chip-purchase-emergency-meetings-tech-companies">report</a> by The Information, President Donald Trump’s announcement on Monday to approve exports of these high-performance chips to China has complicated Beijing’s plan to become self-sufficient.<a href="https://stocktwits.com/symbol/NVDA/">Nvidia’s stock</a> edged 0.8% higher in pre-market trade, amid weakness in the broader market ahead of the Federal Reserve’s rate cut decision later today. Retail sentiment on Stocktwits around the AI bellwether trended in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA’s stock</a> was also in the green, edging 0.5% higher in pre-market trade. On Stocktwits, retail sentiment around the Chinese tech giant trended in ‘bearish’ territory over the past day. The iShares MSCI China ETF (MCHI) gained 0.3%, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day, accompanied by ‘high’ levels of chatter.<h2 class="st-heading-2">Gauging Demand For Nvidia H200 Chips</h2>The report said government officials asked these companies to report their demand for the H200 chips. It added that once the officials collect these responses, they will decide whether the companies can purchase the chips.The move comes after Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-greenlights-shipping-nvidia-h200-chips-to-china/cLIpcS9REmC">announced</a> Monday that H200 exports would be permitted, subject to a 25% sales fee. The H200, described as the “second-best” Nvidia chip allowed for shipment, remains the most advanced GPU available under U.S. rules, while Blackwell-class B300 parts continue to be restricted.This was followed by a Financial Times report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-to-reportedly-restrict-nvidia-h200-chip-use/cLIruVQREZO">stating</a> that Beijing intends to restrict access to H200 chips even after the U.S. greenlight, signaling efforts to discourage Chinese companies from relying on U.S. high-end GPUs.The chips are also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-china-bound-h200-chips-to-undergo-us-security-screening/cLIs4K4RENk">expected</a> to undergo security screening measures before being exported to China.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-volatility-may-be-mispriced-on-ahead-of-fed-rate-cut-decision/cLIu6xuRENu">Bitcoin Volatility May Be ‘Mispriced’ On Prediction Markets Ahead Of Fed Rate Decision, Says Analyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the NVIDIA logo is displayed on a smartphone with national flag of USA and China in the background.

Nvidia H200 Export Approval To China Prompts Beijing’s Emergency Meetings With Alibaba, ByteDance, Tencent: Report

According to a report by The Information, China is reportedly evaluating whether its tech firms should buy Nvidia’s H200 chips.

Nvidia H200 Export Approval To China Prompts Beijing’s Emergency Meetings With Alibaba, ByteDance, Tencent: Report 

<ul class="summary-bullets"><li>According to a report by The Information, ByteDance currently has a large inventory of Nvidia AI chips it can’t use.</li><li>Chinese regulators have reportedly told the company it can’t use the chips in its new data centres.&nbsp;</li><li>The report adds to the growing narrative that China is pushing domestic chip alternatives over Nvidia’s.</li></ul>ByteDance, the parent company of TikTok, was reportedly the largest Chinese buyer of Nvidia (NVDA) chips in 2025, but recent regulatory restrictions in China have left the company holding chips it can’t use.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia">report</a> from The Information, citing sources,&nbsp;<a href="https://stocktwits.com/symbol/BYTEDANCE">ByteDance</a> purchased more Nvidia chips than any other Chinese firm last year. The report added that Bytedance did so as it was racing to secure computing power for its billion-plus user base amid fears that U.S. supply could be restricted under the Trump administration. However, instead of Washington, Beijing emerged as a blocker.&nbsp;<h2 class="st-heading-2">China Says Bytedance Can’t Use Nvidia Chips</h2>The report said Chinese regulators have recently prohibited the company from using Nvidia chips in newly built data centers. The move leaves Bytedance with a large inventory of high-end chips it cannot currently utilize, creating both operational and financial challenges.Simply put, Bytedance stockpiled Nvidia GPUs in anticipation of potential bottlenecks – and now it can’t use them. On Stocktwits, retail sentiment around Bytedance, which is not a publicly traded company, was in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.4% lower in pre-market trade. Retail sentiment around the AI bellwether also remained in ‘extremely bullish’ territory alongside ‘extremely high’ levels of chatter over the past day.&nbsp;<h2 class="st-heading-2">Beijing Pushes Domestic Chip Priorities</h2>The report comes after the Cyberspace Administration of China (CAC) reportedly told companies like ByteDance and Alibaba (BABA) in September to cease testing and ordering the RTX Pro 6000D chip, which Nvidia designed for the Chinese market.&nbsp;According to the report, China’s restrictions are part of a broader policy to reduce reliance on U.S. chips while prioritizing domestic options from companies such as Huawei and Cambricon Technologies.Nvidia CEO Jensen Huang has lobbied to be able to sell advanced chips in China. According to U.S. Commerce Secretary Howard Lutnick, negotiations between the U.S. and China include&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/lutnick-says-nvidia-ceo-has-good-reasons-to-sell-ai-chips-to-china/cL5bX3UREQm">easing export licenses</a> for advanced AI hardware.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-xrp-ada-struggle-ahead-of-thanksgiving-analyst-warns-no-catalyst/cL53V2sREWP">Bitcoin, XRP, ADA Struggle Ahead Of Thanksgiving – Analyst Warns There’s No Clear Catalyst For Q4</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The ByteDance Building is in Shanghai, China, on December 8, 2020. (Photo by Costfoto/NurPhoto via Getty Images)

Bytedance Reportedly Tops Chinese Nvidia Chip Buyers – But Now It Can't Use Them 

The TikTok-owned company stockpiled GPUs to prepare for potential U.S. supply restrictions.

TikTok’s parent company, ByteDance, will reportedly still receive 50% of the profits from the U.S. spinoff of its social media app, even after selling a majority ownership stake.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-26/bytedance-to-get-about-50-of-tiktok-us-profit-under-trump-deal">report</a>, citing sources familiar with the matter,&nbsp;<a href="http://stocktwits.com/symbol/BYTEDANCE">Bytedance</a> is likely to receive a “licensing fee” of all revenue generated from making its algorithm available to the U.S. operating entity, which includes Oracle (ORCL), Silver Lake, and MGX.&nbsp;Retail sentiment on Stocktwits around Bytedance, which is not a publicly traded company, was in ‘extremely bearish’ territory even as chatter trended at ‘high’ levels.The report added that TikTok U.S. would compensate ByteDance for revenue derived from its algorithm, representing around 20% of incremental revenue under the new proposal. Additionally, ByteDance would also receive around 20% of the profits from its remaining equity stake. The U.S.-backed consortium and existing investors would share the remaining profitTikTok’s three U.S. investors are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-silver-lake-mgx-line-up-as-key-tik-tok-us-investors/chDl1cfR34C">expected</a> to collectively hold approximately 45% of the company’s American entity, while ByteDance is expected to retain a 19.9% stake in the company. The remaining 35% would be owned by other ByteDance investors.&nbsp;<a href="http://stocktwits.com/symbol/ORCL">Oracle’s stock</a> fell as much as 2.3% in morning trade, with retail sentiment dipping to ‘bullish’ from ‘extremely bullish’ territory amid ‘high’ levels of chatter.&nbsp;Friday’s report comes after President Donald Trump signed executive orders on Thursday finalizing ByteDance’s divestment from TikTok. Trump had repeatedly delayed the sale while negotiating a compromise to keep the platform operational.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pce-report-core-inflation-holds-steady-at-2-9-in-august/chDViYeR3eE">PCE Report: Core Inflation Holds Steady At 2.9% In August</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TikTok logo displayed on a smartphone screen, with the American flag in the background. 

ByteDance To Get 50% Of US TikTok Profit Despite Majority Sale: Report

According to a Bloomberg report, Bytedance is likely to receive a “licensing fee” of all revenue generated from making its algorithm available to the U.S. operating entity. 

Oracle, Silver Lake, and MGX are reportedly set to become the primary investors in TikTok’s U.S. operations, in a deal designed to address U.S. national security concerns over the Chinese-owned social media app.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/25/oracle-silver-lake-mgx-tiktok.html">report</a>, the three investors would collectively hold about 45% of TikTok US, while ByteDance, TikTok’s Chinese parent company, would retain a 19.9% stake. The remaining 35% would be owned by other&nbsp;<a href="http://stocktwits.com/symbol/BYTEDANCE">ByteDance</a> investors.<a href="http://stocktwits.com/symbol/ORCL">Oracle’s stock</a> fell as much as 6.3% in afternoon trade on Thursday after the company received a ‘Sell’ rating from Rothschild Redburn, which predicted a 40% pullback because the “market materially overestimates” how much Oracle’s recent AI deals will boost the company’s core cloud business.&nbsp;However, retail sentiment around the company remained at ‘extremely bullish’ levels amid ‘high’ levels of chatter over the past, according to Stocktwits data. Meanwhile, retail sentiment around ByteDance, which isn’t a publicly listed company, was in the ‘neutral’ zone.The proposed deal comes after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-xi-hold-pivotal-call-to-finalize-tik-tok-deal-report/chD3cUNR3TG">months</a> of negotiations aimed at allowing TikTok to continue operating in the U.S. while mitigating concerns about user data access by foreign entities. Under the agreement, Oracle is expected to provide cloud infrastructure support, while Silver Lake and MGX would contribute as strategic financial partners.&nbsp;The U.S. government will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-government-wont-have-any-take-equity-stake-in-tiktok-new-entity/chDQsItR32F">reportedly</a> not have any equity stake or ‘golden share.’President Donald Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-confirms-news-corp-s-murdochs-larry-ellison-michael-dell-lining-up-to-take-over-tik-tok-us/chDQBrbR3cR">said</a> on Sunday that Rupert Murdoch, Lachlan Murdoch, Oracle's Larry Ellison, and Dell Technologies’ (DELL) Michael Dell would all have roles in the transaction.According to the report, Trump is scheduled to sign an executive order on Thursday backing the arrangement. The order would formalize the deal, ensuring TikTok’s ongoing operations in the U.S. under the new ownership structure after several&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-delays-tik-tok-ban-by-90-days/chlxcWxRR2M">postponed</a> deadlines.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ken-griffin-warns-trump-tariff-impact-only-halfway-through/chDlLeNR34D">Ken Griffin Reportedly Warns Trump’s Tariff Impact Only Halfway Through, Says Inflation Could Stay Near 3%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

TikTok logo displayed on a phone screen and photo of Donald Trump taken on June 25 in The Hague. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Oracle, Silver Lake, MGX Line Up As Key TikTok US Investors Ahead Of Trump’s Executive Order: Report 

According to a CNBC report, the three investors would collectively hold about 45% of TikTok US.

The U.S. government will reportedly hold no equity stake, or ‘golden share,’ in the new entity that will oversee TikTok’s operations in the country.A White House official&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-22/no-golden-share-for-trump-in-tiktok-deal-white-house-says">told</a> Bloomberg on Monday that the revamped board will not include a member selected by the U.S. government. They stated that the consortium set to run TikTok U.S. will consist of Oracle (ORCL) and private equity firm Silver Lake Management.&nbsp;Meanwhile, ByteDance, TikTok’s current owner, would see its stake fall below 20% to comply with national security requirements, the report added. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/BYTEDANCE">Bytedance</a> on Stocktwits was in ‘bearish’ territory even as chatter was at ‘high’ levels.The official stated that, under the proposed structure, U.S. citizens are expected to occupy six of the seven board seats, adding that the full roster of investors has not yet been finalized. They also did not disclose the final valuation, describing it only as “many billions of dollars.”There was speculation that the Trump administration might take a stake in the company, following previous investments this year in Intel (INTC), U.S. Steel (X), and MP Materials (MP), as well as its brokered deal with chipmakers Nvidia (NVDA) and AMD (AMD) to secure 15% of revenue from their chip sales to China.The official clarified that Oracle would rebuild and secure the U.S. version of TikTok’s algorithm, leasing a copy from ByteDance and retraining it “from the ground up” to prevent manipulation or foreign surveillance. According to them, Oracle would also manage U.S. user data on a secure cloud designed to block access by foreign adversaries, including China. The official stated that ByteDance would have no control over the algorithm or U.S. subscriber data.<a href="http://stocktwits.com/symbol/ORCL">Oracle’s stock</a> rose more than 3% in midday trade on Monday. Meanwhile, retail sentiment around the company on Stocktwits remained in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter over the past day.&nbsp;President Donald Trump is expected to sign an executive order later this week approving the transaction, according to Press Secretary Karoline Leavitt. He may reportedly extend the deadline for ByteDance to divest by another 120 days, following a previous 90-day extension to mid-December.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/strive-merge-with-semler-scientific-boosts-bitcoin-holdings-to-nearly-11000-btc/chDQ82SR32f">Strive To Merge With Semler Scientific, Boosts Bitcoin Holdings To Nearly 11,000 BTC</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US Government Won’t Have Any Take Equity Stake In TikTok’s New American Entity: Report 

Officials told Bloomberg that Oracle and Silver Lake will join the board as ByteDance’s ownership drops below 20%, with six of seven seats slated for American investors.

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