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The SPDR S&P 500 ETF Trust is trending as escalating geopolitical tensions, specifically potential US tariffs on European economies related to Greenland and a 'Board of Peace' initiative, spark significant market uncertainty. Community discussions are rife with expectations of a market dip, though many anticipate a swift 'buy the dip' recovery, recalling past instances of market resilience to tariff-related volatility.

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 generating significant buzz due to Elon Musk's recent announcements regarding advanced AI chip development and ambitions to scale production with a "TeraFab." However, community sentiment is sharply polarized, with many bears citing concerns over declining sales, fierce global EV competition, and looming Q4 earnings, while bulls remain steadfast on the company's long-term vision in AI and robotics. The backdrop of global trade tensions and competition, notably Chinese EVs entering new markets, amplifies the debate around Tesla's immediate outlook.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending due to escalating U.S.-EU tariff tensions over Greenland, which has triggered a broad risk-off sentiment across the cryptocurrency market. This geopolitical uncertainty has led to substantial long liquidations, sparking community debate about Bitcoin's reliability as a safe haven asset, with some strategizing potential further declines and others viewing current levels as a buying opportunity.

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 as its highly engaged community champions the "OG meme" narrative of Rage Comics, positioning it as a "foundational meme reset" for the current market cycle. This dedicated base actively builds an ecosystem with platforms like RageMaker and RageGames, expressing strong conviction and urging fellow enthusiasts to "Return to the Memes" and "Rage On" to reclaim leadership in the meme coin space.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as investors eagerly await its upcoming earnings report, with community sentiment sharply divided on its potential impact. Speculation surrounding a significant acquisition of Warner Bros. Discovery assets is a key talking point, alongside recent bond purchases by President Trump, further fueling debate on the stock's immediate future. Many bulls anticipate a strong rebound given oversold conditions, while bears caution about continued downside and the financial implications of the potential deal.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending following recent international approvals for its cancer immunotherapies, notably in Saudi Arabia for lung cancer, alongside updated positive clinical study results. The community is enthusiastically discussing the potential of Anktiva to revolutionize cancer treatment and is vocal about perceived US FDA delays, which is fueling significant speculation around a short squeeze. Investors are expressing strong optimism regarding Dr. Soon-Shiong's strategic vision and the company's considerable growth trajectory.

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

Trump Media & Technology Group Corp.

DJT is trending amidst widespread discussion surrounding former President Trump's controversial geopolitical moves, specifically his asserted interest in Greenland and proposed tariffs on European allies, which many observers link to a past Nobel Peace Prize snub. Community perspectives are sharply divided, with intense debate on the potential market implications of these actions, reflecting broader concerns about global stability and U.S. foreign policy.

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

Critical Metals Corp.

Critical Metals Corp. is trending due to heightened geopolitical interest surrounding Greenland's critical mineral resources, driven by former President Trump's strong advocacy for US acquisition or strategic involvement. The community is actively discussing the potential for a transformative deal that would secure vital rare earth supplies, alongside the company's recent joint venture for processing. This strategic exposure is generating significant market buzz, with many anticipating substantial future gains ahead of its upcoming business update call.

Venus Concept, Inc. is a global medical technology company, which engages in the business of developing, commercializing, and selling minimally invasive and non-invasive medical aesthetic and hair restoration technologies. It operates under the United States and International geographical segments. The company was founded on November 22, 2002 and is headquartered in Toronto, Canada.

Venus Concept Inc

Venus Concept Inc. (VERO) is trending due to a single entity's acquisition of a significant 91% stake, which bulls are interpreting as a virtually 'locked' float that neutralizes short-selling pressure. This unprecedented ownership structure has fueled intense speculation among investors, with many anticipating an extraordinary price surge and others warning of a pump-and-dump scenario, citing the majority shareholder's intent to potentially delist the company. Community discussion is highly polarized, drawing comparisons to past volatile, low-float runners.

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

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSTR is experiencing significant volatility as the community intensely debates Bitcoin's near-term price trajectory. Bears are anticipating further downside if key BTC support levels fail, citing potential head-and-shoulders patterns, while bulls remain steadfast, highlighting the company's long-term Bitcoin accumulation strategy and recent institutional investment as catalysts for future growth.

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<ul class="summary-bullets"><li>RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</li><li>Barclays said that the recent recovery in DRAM spending makes the shares attractive.</li><li>AMAT shares are on track to open at their highest ever levels.</li></ul>Applied Materials (AMAT) tracked the interest in the semiconductor sector on Thursday, with the stock jumping 8% in pre-market trading. It is on track to open at its&nbsp;highest-ever levels following a slew of favourable brokerage action and Taiwan Semiconductor Manufacturing Co’s (TSMC) increased expenditure forecast, following a smashing fourth-quarter (Q4) earnings report.<h2 class="st-heading-2">What Are The Brokerages Saying?</h2>RBC Capital initiated coverage of Applied Materials with an ‘Outperform’ rating and a price target of $385, an 18% upside to the current premarket price of $325.4, according to The Fly. The stock beat the SOX index (PHLX Semiconductor Sector) last year but trailed U.S. equipment peers, weighed down by China-related headwinds, softer spending on mature nodes, and potential share losses. Despite this, the RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.Barclays upgraded the stock to ‘Overweight’ from ‘Equal Weight’ and raised the price target to $360 from $250. Analyst Tom O'Malley said that the recent recovery in DRAM spending makes the shares attractive, with AMAT’s exposure to the memory market turning more favorable in 2026.Wells Fargo raised Applied Materials' price target to $350 from $290, and maintained an ‘Overweight’ rating.<h2 class="st-heading-2">TSMC Raises 2026 CAPEX Plans</h2>Applied Materials, a chip equipment maker and a key supplier for TSMC, is also likely to benefit from the largest semiconductor manufacturer in the world increasing its capital expenditure for 2026 by 37% to $56 billion.Applied Materials also found favour with firms including Stifel, Bank of America (BoFA), and Bernstein, who expect the company to benefit from the increased expenditure in the semiconductor wafer fab equipment market.<h2 class="st-heading-2">How Did Retail React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/AMAT">AMAT</a> on Stocktwits remained in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/AMAT_jpg_109d275ba8.webp" alt="AMAT.jpg">The stock has gained around 76% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/blackrock-q4-results-beat-estimates-stock-rises/cmU1SKBR47A">BlackRock Stock Rises Pre-Market: Record Inflows Drive Q4 Revenue Beat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Stock Is Breaking Out – Here’s What Changed

Applied Materials Inc Stock - Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

AMAT Stock Surges Toward All-Time Highs On TSMC Spending Signal, Wall Street Optimism

Equity

Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

<ul class="summary-bullets"><li>Honeywell said the number of shares to be offered and the price range for the proposed offering have not yet been determined.</li><li>In Sept. Honeywell had raised $600 million in fresh capital for the computing company that gave Quantinuum a post money valuation of $10 billion.&nbsp;</li><li>Quantinuum is backed by major tech firms like Nvidia’s venture capital arm, Quanta Computers as well as JPMorgan and Mitsui &amp; Co.</li></ul>Honeywell shares garnered investor attention on Wednesday after it confirmed initial public offering plans for its quantum computing unit.&nbsp;Honeywell on Wednesday said that Quantinuum, which is majority owned by Honeywell, plans to make a confidential submission to the U.S. Securities and Exchange Commission, relating to the proposed initial public offering of Quantinuum's common stock.The number of shares to be offered and the price range for the proposed offering have not yet been determined. The offering is subject to market and other conditions and the completion of the SEC's review process.<h2 class="st-heading-2">Quantinuum Company</h2>Quantinuum makes powerful quantum computers that are capable of solving complex tasks that are usually beyond the abilities of traditional computers.&nbsp;In Sept. Honeywell said that it had raised $600 million in fresh capital for the computing company that gave Quantinuum a post money valuation of $10 billion.&nbsp;The company is backed by major tech firms like Nvidia’s venture capital arm, Quanta Computers as well as JPMorgan and Mitsui &amp; Co.It was formed through a merger of Cambridge Quantum and Honeywell Quantum Solutions in 2021.&nbsp;<h2 class="st-heading-2">Honeywell Updates</h2>In December, Honeywell secured a $58.5 million contract modification from the U.S. Department of War for work related to the automotive gas turbine 1500 engine platform. The latest award increased the combined value of the contract to $2.69 billion.&nbsp;Last week, Honeywell said it was selected by the U.S. Army to integrate innovative building automation systems that will help enhance energy management and resilience at Fort Benning, Georgia.It has also launched its own AI-enabled smart shopping platform which was developed in collaboration with Google Cloud and 66degrees that leverages Google's Gemini and Google Cloud's Vertex AI platform. It said the smart shopping platform will be available to customers beginning in February 2026.&nbsp;On Monday, Citi analyst Andrew Kaplowitz lowered the firm's price target on Honeywell to $262 from $267 and kept a ‘Buy’ rating on the shares.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around <a href="https://stocktwits.com/symbol/HON">HON</a> trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;A Stocktwits user posed if Honeywell shareholders would get shares in the new company.<stembedurl>https://stocktwits.com/Artster25/message/641764419</stembedurl>HON shares have risen nearly 3% over the past year.&nbsp; &nbsp;

A general exterior view of the logo sign on the Honeywell International Inc office building on January 15, 2024 in Basildon, United Kingdom. (Photo by John Keeble/Getty Images)

What’s Driving Honeywell Shares Up Today?

Honeywell said that Quantinuum, which is majority owned by Honeywell, plans to make a confidential submission for IPO to U.S. Securities and Exchange Commission.

<ul class="summary-bullets"><li>Microsoft has committed to paying for electricity costs for its datacenters so that they don’t increase consumer electricity prices.&nbsp;</li><li>The company said it would work towards a 40% improvement in datacenter water-use intensity by 2030.</li><li>Other points included were the company’s commitment to creating more jobs, adding to the tax base for local infrastructure development, and investing in AI training and nonprofits.</li></ul>Microsoft Corp. (MSFT) on Tuesday announced a five-point plan detailing its artificial intelligence infrastructure goals, including absorbing costs and curtailing water usage for its data centers in the U.S.The company has committed to paying for electricity costs for its data centers so that they don’t increase consumer electricity prices. Microsoft has also committed to minimizing its water use and to replenishing the water that it uses.The announcement comes a day after U.S. President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-wants-big-tech-to-pick-up-the-tab-as-rapid-ai-datacenter-buildout-drives-up-power-bills/cmUQpzLR44b">said</a> in a social media post that his administration is working with technology giants, including Microsoft, to lower high power costs of running data centers.Apart from this, the company also said it would create more jobs, add to the tax base for local infrastructure development, and strengthen local communities by investing in AI training and nonprofits.<h2 class="st-heading-2">Microsoft’s Commitment</h2>Amid rising electricity consumption for AI usage, Microsoft’s power usage plan outlined four actions—paying utility rates that fully reflect datacenter costs so households aren’t burdened; working early and transparently with utilities to expand generation, transmission, and substations; improving datacenter efficiency through innovation and AI; and advocating for policies that speed up permitting, modernize the grid, and create fair rates for large power users.“Especially when tech companies are so profitable, we believe that it’s both unfair and politically unrealistic for our industry to ask the public to shoulder added electricity costs for AI,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://blogs.microsoft.com/on-the-issues/2026/01/13/community-first-ai-infrastructure/">said</a> Microsoft Vice Chair and President Brad Smith in a statement. “Instead, we believe the long-term success of AI infrastructure requires that tech companies pay their own way for the electricity costs they create,” he added.The tech giant also said that its goal is to reduce water use for its data centers and invest in infrastructure that would help replenish more water than it uses. The company said it would work towards a 40% improvement in datacenter water-use intensity by 2030 using optimization strategies like deploying closed-loop cooling systems. Microsoft also said it plans to be water-positive by restoring more water to local watersheds than its data centers consume.<h2 class="st-heading-2">Trump’s Comments</h2>President Trump said on Monday on Truth Social, “I never want Americans to pay higher Electricity bills because of Data Centers. Therefore, my Administration is working with major American Technology Companies to secure their commitment to the American People, and we will have much to announce in the coming weeks.The rapid growth of data centers to meet AI demand has sharply raised electricity demand and in turn, prices, in many parts of the U.S. According to the International Energy Agency (IEA), data center electricity demand in the U.S. will more than triple by 2035, growing from 200 terawatt-hours to 640 terawatt-hours per year.A <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/graphics/2025-ai-data-centers-electricity-prices/">report</a> from Bloomberg in Sept. 2025 showed that wholesale electricity costs went up by as much as 267% in areas near data centers compared to five years ago.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> rose to ‘neutral’ from ‘bearish’ territory over 24 hours as message volume stayed in the ‘high’ level.One user said that Trump’s comment made them bullish on MSFT as it indicated the company may have already reached an agreement with the administration for an energy deal.<stembedurl>https://stocktwits.com/DamnTooHigh/message/641607210</stembedurl>&nbsp;Shares of MSFT rose over 12% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Unveils Five-Point ‘Community-First AI’ Infrastructure Plan That Includes Capping AI Data Center Costs

Microsoft on Tuesday unveiled a five-point plan that included absorbing power costs, and reducing water usage for its data centers in the U.S.

<ul class="summary-bullets"><li>The automaker noted on Thursday that consumer demand for EVs in North America began to slow in 2025.</li><li>The automaker also hinted that it expects to incur further charges in 2026, though less than the EV-related charges in 2025.</li><li>However, the company also clarified on Thursday that its EV capacity realignment will not impact the portfolio of current EVs in production.</li></ul> Automaker General Motors (GM) said on Thursday that it will incur special charges of $7.1 billion in the fourth quarter of 2025 as it pulls back on its EV capacity in North America and restructures its China joint venture.The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001467858/000146785826000005/gm-20260108.htm">said</a> in a filing with the Securities and Exchange Commission (SEC) that it expects to record $6 billion in charges for the three months through the end of December pertaining to its EV business in North America. The remaining $1.1 billion charge is non-EV related and mainly relates to the company’s previously announced restructuring of its China joint venture SAIC General Motors Corporate Limited.GM shares slipped 2% after-hours at the time of writing.<h2 class="st-heading-2">EV-Related Charges</h2>GM in October said that it took a $1.6 billion charge in the third quarter (Q3) after it pulled back on EV capacity and also signaled that more write-downs are in store.The automaker noted on Thursday that consumer demand for EVs in North America began to slow in 2025 as a result of the expiry of $7,500 federal tax credit on the purchase of EVs by September-end, forcing the company to review its EV capacity and investments. The incentive termination was also reflected in GM’s <a href="https://stocktwits.com/news-articles/markets/equity/general-motors-q4-deliveries-dive-on-lower-ev-sales/cmxMtAZR4RJ">Q4 delivery</a> numbers, where EV sales dived 43% to 25,219 units.GM said that the $6 billion in Q4’s EV-related charges includes non-cash impairments and other non-cash charges of approximately $1.8 billion as well as supplier commercial settlements, contract cancellation fees, and other charges of approximately $4.2 billion. The automaker hinted that it expects to incur further charges in 2026, though less than the EV-related charges in 2025. The automaker also said it may incur additional charges related to the proposed regulatory changes to the greenhouse gas emission standards which could result in impairment of its emission credits.However, the company also clarified on Thursday that its EV capacity realignment will not impact the portfolio of current EVs in production as it plans to continue making them.<h2 class="st-heading-2">Rival Moves</h2>GM’s rival Ford <a href="https://stocktwits.com/news-articles/markets/equity/ford-stock-rallies-on-piper-sandler-upgrade-plans-to-launch-autonomous-driving-on-30000-ev/cmUbiTNR45X">said</a> in December that it expects to take $19.5 billion in EV-related special charges through Q4 2025, 2026 and 2027. The company realigned its EV strategy, dropping plans for larger electric vehicles and committing to manufacture cheaper EVs based on its new vehicle platform.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GM fell from ‘bearish’ to ‘extremely bearish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.A Stocktwits user now sees the stock dip below $80 per share.<stembedurl>https://www.stocktwits.com/Arunas1/message/641279400</stembedurl>Another sees the stock lose about half its value.<stembedurl>https://www.stocktwits.com/Arunas1/message/641279819</stembedurl><a href="https://stocktwits.com/symbol/GM">GM stock</a> has gained 67% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/merck-looks-to-buy-cancer-drugmaker-revolution-medicines-report/cmUbkVCR450">Merck Looks To Buy Cancer Drugmaker Revolution Medicines As Keytruda Nears Patent Expiry: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of General Motors is seen on a smartphone screen with a steering wheel in the background. (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)

General Motors Incurs $7.1B In Charges In Q4 Pertaining To Slowing EV Demand, China Business Restructuring

The company said in a filing with the Securities and Exchange Commission that it expects to record $6 billion in charges for the three months through the end of December pertaining to its EV business in North America.

<ul><li>The payment for the deal includes $2.3 billion in cash, $0.9 billion of Vistra stock consideration and assumption of $1.5 billion in outstanding debt.&nbsp;</li><li>Vistra expects high single-digit accretion on average over 2027-2029.</li><li>It also reiterated its previously announced capital allocation plan.&nbsp; &nbsp;</li></ul>Vistra Corp shares soared in after-market trading on Monday, after it announced that it will acquire Cogetrix Energy, which will add 5,500 megawatts of natural gas generation capacity to its portfolio.&nbsp;Vistra said it will acquire these assets at a net purchase price of approximately $4.0 billion, which include payment of about $2.3 billion in cash, $0.9 billion of Vistra stock consideration and assumption of $1.5 billion in outstanding debt.&nbsp;Vistra said it will acquire these assets at a net purchase price of approximately $4.0 billion, which include payment of about $2.3 billion in cash, $0.9 billion of Vistra stock consideration and assumption of $1.5 billion in outstanding debt.&nbsp;The company expects the acquisition to deliver mid-single digit Ongoing Operations adjusted free cash flow before growth per share accretion in 2027 and high single-digit accretion on average over 2027-2029."The Vistra team is excited to announce the acquisition of the Cogentrix portfolio, marking the second opportunistic expansion of our generation footprint over the past year to support our ability to serve growing customer demand in our key markets," said Vistra President and CEO Jim Burke."Our diversified fleet, anchored on natural gas and nuclear generation, will play a critical role in the reliability, affordability, and flexibility of U.S. power grids. The addition of this natural gas portfolio is a great way to start another year of growth for Vistra as we've completed, acquired, or developed projects in each of the competitive power regions where we operate,” he added.&nbsp;Vistra also reiterated its previously communicated capital allocation plan, including long-term net leverage target of less than 3x, the expected return of capital to shareholders by way of the planned $300 million in annual dividends, and at least $1 billion of share repurchases each year.<h2 class="st-heading-2">How Did Stocktwits User React?</h2>Retail sentiment around VST trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;Get updates to this developing story directly on Stocktwits.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, a mobile phone with the logo of American energy company Vistra Corp. is seen in front of business website. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Vistra Soars After Hours As It Acquires Cogentrix Energy For $4B

The deal will add 5,500 megawatts of natural gas generation capacity to its portfolio. 

Vistra Corp shares soared in after-market trading on Monday, after it announced that it will acquire Cogetrix Energy, which will add 5,500 megawatts of natural gas generation capacity to its portfolio. 


<ul class="summary-bullets"><li>Vehicle sales in the U.S. through 2025 increased 5.5% to 2.85 million units.</li><li>The company also witnessed the best retail sales for its Cadillac brand since 2007 in 2025 as sales touched 173,515 units, marking a year-on-year growth of over 8%.</li><li>GM is now looking to appeal to budget-driven customers with the launch of the next-generation Bolt EV in the first quarter of 2026 with a starting price of $29,990.</li></ul> Automaker General Motors (GM) on Monday reported fourth-quarter (Q4) deliveries of 703,001 units in the U.S., a decline of about 7%, as electric vehicle demand took a dive.The company’s EV sales <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.gm.com/static-files/23adce96-ea26-4a6e-82dd-68a0042df51c">dropped</a> 43% to 25,219 units, after federal tax credit on the purchase of new EVs expired on Sept. 30, driving down consumer demand. Sales of the company’s Equinox EV SUV fell about 72% in the quarter while sales of the Blazer EV fell more sharply by 77%.<h2 class="st-heading-2">Next-Generation Bolt EV</h2>However, General Motors is now looking to appeal to budget-driven customers with the launch of the next-generation Bolt EV in the first quarter of 2026 with a starting price of $29,990. The previous generation of the Bolt EV was among the company’s best-sellers until its discontinuation in late 2023.The company took a $1.6 billion charge in October after it pulled back on its EV capacity. The automaker also signaled that more write-downs are in store.“We continue managing our EV business to protect our brands and products. Our EV incentives remain approx. half the industry average,” the company said in a statement on Monday.<h2 class="st-heading-2">2025 Overall Sales</h2>Vehicle sales in the U.S. through 2025 increased 5.5% to 2.85 million units. Sales of the GMC Sierra rose about 10% during the full year while sales of the Chevrolet Silverado rose 5%. The company also witnessed the best retail sales for its Cadillac brand since 2007 in 2025 as sales touched 173,515 units, marking a year-on-year growth of over 8%.Full-year EV sales rose 48% to 169,887 units, spurred by a strong third quarter when customers rushed to make their EV purchase before incentives expired.Shares of GM traded 2% higher on Monday at the time of writing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GM stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/GM">GM stock</a> is up by 55% in the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/lucid-hits-highest-delivery-numbers-in-q4-while-rivals-rivian-tesla-witness-demand-drop/cmxMsCZR4Rd">Lucid Hits Highest Delivery Numbers In Q4 While Rivals Rivian, Tesla Witness Demand Drop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

General Motors Q4 Deliveries Dive On Lower EV Sales — Automaker Looks To Next-Generation Bolt EV For Bounceback 

The company’s EV sales dropped 43% to 25,219 units after federal tax credit on the purchase of new EVs expired on Sept. 30, driving down consumer demand.

 A CSX locomotive is seen in Orlando. A pay dispute between rail workers and unions threatens a nationwide freight rail strike as early as September 16, 2022. 

CSX Stock Slips After Train Derailment, Chemical Leak In Rural Kentucky

Associated Press reported, citing CSX, that no injuries were reported in the incident.

<ul class="summary-bullets"><li>AccuLynx has notified Verisk that it believes the termination of the merger is invalid.&nbsp;</li><li>Verisk also announced the redemption of $1.5 billion of senior notes issued in relation to the acquisition at 101% of principal plus accrued and unpaid interest.</li><li>Verisk had announced plans to acquire AccuLynx for $2.35 billion in July 2025.</li></ul>Verisk Analytics Inc. (VRSK) announced on Monday that it has cancelled its acquisition of AccuLynx after the Federal Trade Commission (FTC) failed to complete the transaction’s review by the specified deadline date of Dec. 26, 2025.The global insurance data analytics company had agreed to purchase AccuLynx, a SaaS platform, for $2.35 billion in July 2025. The deal was expected to be completed by the third quarter of 2025.Meanwhile, AccuLynx has notified Verisk that it believes the termination of the merger is invalid. Verisk said that it strongly disagrees with the assertion and will defend its stance.Shares of VRSK were up 0.5% at the time of writing.<h2 class="st-heading-2">Debt Redemption</h2>Verisk also said it will redeem $1.5 billion of senior notes issued in relation to the acquisition. The redemption will be at 101% of the principal amount plus accrued and unpaid interest as of the redemption date.After the debt redemption, Verisk’s leverage would have been 1.9x trailing twelve-month adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) as of Sept. 30, 2025. The company had $1.2 billion capacity left over under its share repurchase authorization.“Verisk remains committed to our capital allocation discipline – balancing organic investment in our highest return on capital opportunities while returning capital to shareholders through dividend and repurchases. We continue to have confidence in our ability to deliver results in line with our long-term growth targets for this year, for 2026 and beyond,” said Lee Shavel, president and CEO of Verisk.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VRSK">VRSK shares</a> jumped to ‘bullish’ from ‘neutral’ territory over the past day, while message levels remained at ‘low’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1292/155;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_29_at_7_57_53_PM_png_33cfd2efd7.webp" alt="On Stocktwits, retail sentiment around VRSK shares jumped to ‘bullish’ from ‘neutral’ territory over the past day, while message levels remained at ‘low’ levels at the time of writing." width="1292" height="155"></figure>Shares of VRSK have lost over 20% of their value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The Verisk Analytics, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 31, 2024. (Photo Illustration by Jaque Silva/NurPhoto via Getty Images)

Verisk Terminates $2.35 Billion AccuLynx Acquisition Amid FTC Deadline Delay

Verisk Analytics said it has cancelled the AccuLynx acquisition after the Federal Trade Commission failed to complete its review by the Dec. 26, 2025, deadline. 

<ul class="summary-bullets"><li>Citi, Truist, and Stifel have maintained a “Buy” rating on the stock.</li><li>Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.”</li><li>Truist said the reported $20 billion cost is high, but it is small relative to Nvidia's cash position and cash flow generation.</li></ul>Nvidia’s stock was in focus on Monday after several top brokerages voiced their confidence in the chipmaker’s $20 billion licensing deal with AI chip startup Groq, saying that it could extend its leadership in the AI infrastructure space.Analysts at Truist said that Nvidia's licensing agreement with Groq is intended to "fortify" its competitive positioning in inference versus tensor processing units, per TheFly. While the reported $20 billion cost is high, it is small relative to Nvidia's cash position and cash flow generation. The firm kept a “Buy” rating on the shares with a $275 price target.Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target.Stifel said that Nvidia's deal with Groq could extend AI infrastructure leadership and also kept a “Buy” rating on Nvidia with a $250 price target. UBS also remained bullish on Nvidia shares heading into 2026. It said that it expects appreciation from here to be driven almost by higher earnings estimates.<h2 class="st-heading-2">$20 Billion Groq Deal</h2>Last week, Groq said that it had entered into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, CNBC reported the deal could be valued at $20 billion.As per the deal, Nvidia will onboard Groq’s senior management team, including founder Jonathan Ross and President Sunny Madra, to help advance and scale the licensed technology.The deal comes at a time when Nvidia is facing stiff competition in the AI inference space from firms like Advanced Micro Devices and Broadcom, among others. Groq specializes in fast AI inference, which will give Nvidia more breathing room on the leaderboard, as it already dominates the market for training AI models.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume.&nbsp;<figure class="image"><img style="aspect-ratio:637/64;" src="https://news.stocktwits-cdn.com/nvidia_PNG_0fec69aa4e.webp" alt="On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume. " width="637" height="64"></figure> Shares of Nvidia have gained 36% so far in 2025.&nbsp; &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)

Why Analysts See Nvidia’s Groq Licensing Deal As A Clear Win For AI Leadership

Despite the reported $20 billion price tag, brokerages believe the deal is small relative to Nvidia's scale and long-term earnings power.

Nvidia’s Groq Tie-Up Draws Bullish Calls From Wall Street

<ul class="summary-bullets"><li>The F‑35 program is the DoD’s largest acquisition program with an estimated cost of over $2 trillion to buy, operate and sustain the F-35 over its lifetime.</li><li>The watchdog alleged that the F-35 JPO did not always hold Lockheed Martin accountable for poor performance related to F‑35 sustainment.</li><li>As a result, the Department paid Lockheed $1.7 billion by July 1, 2025 without economic adjustment although it failed to meet “minimum military service requirements,” it added.</li></ul>&nbsp;The U.S. fleet of F-35 fighter jets’ lack of availability in 2024 was largely because of Lockheed Martin’s poor maintenance, according to a report from the Defense Department's Office of the Inspector General.“Although the F‑35 JPO monitored Lockheed Martin’s performance, it did not always hold Lockheed Martin accountable for poor performance related to F‑35 sustainment,” the watchdog report <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://media.defense.gov/2025/Dec/23/2003848755/-1/-1/1/DODIG-2026-039_FINAL%20SECURE.PDF">said</a>. It added that this occurred because of the lack of aircraft readiness performance or other measurable contract requirements and the dearth of material inspection and government property reporting requirements in the June 2024 contract with Lockheed.As a result, the Department paid Lockheed $1.7 billion by July 1, 2025 without economic adjustment although it failed to meet “minimum military service requirements,” it added. The F-35 aircraft was not available to fly 50% of the time in 2024, 17% lower than the average minimum performance requirement, it said.<h2 class="st-heading-2">About the F35 program</h2>The F‑35 program is the DoD’s largest acquisition program with an estimated cost of over $2 trillion to buy, operate and sustain the F-35 over its lifetime. The F-35 Joint Program Office (JPO) is responsible for the jet’s production and sustainment contracting.<h2 class="st-heading-2">Trump Heightens Pressure On Defense Contractors</h2>Earlier this week, President Donald Trump said he plans to confront major defense contractors over slow military production, while signaling tighter scrutiny of buybacks, capital spending and executive pay.Trump said the upcoming meetings with defense companies would focus on production timelines, capital expenditures and how firms allocate cash. He also said companies should prioritize expanding factories, shipyards and production lines.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LMT stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/LMT">LMT stock</a> has fallen about 1% this year and over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-confirms-death-of-patient-enrolled-in-hemophilia-drug-study/cLepu4KREHO">Pfizer Confirms Death Of Patient Enrolled In Hemophilia Drug Study</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

U.S. Air Force Lockheed Martin F-35 Lightning stealth fighter flies over the San Francisco Bay in San Francisco, California on October 13, 2019.

Pentagon Blames Lockheed Martin For F-35’s Lack Of Availability 

The F-35 aircraft was not available to fly 50% of the time in 2024, 17% lower than the average minimum performance requirement, as per the Defense Department's Office of the Inspector General. 

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