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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 Inc. (IBRX) is experiencing significant bullish momentum driven by its innovative cancer treatment, Anktiva, following recent global regulatory advancements and ongoing clinical discussions, with many investors anticipating a potential short squeeze fueled by considerable short interest.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is surging following its Japan PMDA marketing approval for Alpha DaRT and encouraging clinical updates for a second Glioblastoma (GBM) patient. The community is highly bullish, anticipating a significant breakout as institutional interest grows and the company transitions to global commercialization of its physics-based 'universal killer' cancer treatment.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is trending due to its relentless technical development, including new SDKs for Web2 integration, compliant institutional privacy solutions, and expanding BTCFi capabilities, alongside a surge in on-chain TradFi markets. The community points to its advanced ZK-STARKs, quantum-resistant design, and high developer activity as reasons why the network's long-term infrastructure value is currently being mispriced.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is trending after UBS significantly increased its lithium price outlook by 74%, fueling community discussions about an impending lithium deficit and potential short squeeze. This bullish sentiment is further supported by the company's sale of high-purity lithium fines at premium prices, consistent insider buying, and active efforts to counter inaccurate media reports.

DHT Holdings, Inc. engages in the operation of a fleet of crude oil tankers. It operates through its integrated management companies in Monaco, Singapore, and Oslo, Norway. The company was founded in 2005 and is headquartered in Hamilton, Bermuda.

DHT Holdings Inc

Surging VLCC spot rates and advantageous long-term charter agreements are fueling community excitement around DHT Holdings, widely regarded as a "profit machine" due to its 100% net income payout policy and low operational breakeven. Discussion centers on how global tariffs are creating a "tonne-mile explosion" and an undersupplied tanker market as trade routes lengthen and the "shadow fleet" faces disruption, positioning DHT for substantial returns.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon is experiencing significant upward momentum after its strong earnings report revealed robust revenue growth and an incredibly bullish outlook, fueling community discussions around its successful transition to SaaS and AI-driven solutions as major catalysts for future margins and its "Moonshot" vision.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending as Paramount Skydance's significantly revised all-cash offer, now at $31 per share plus a ticking fee and commitment to cover Netflix's breakup cost, has prompted WBD's board to consider it a potentially superior proposal. The community is sharply divided on whether Netflix will increase its own complex bid or opt to accept the breakup fee amidst mounting regulatory concerns and debt implications.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is a focal point of intense debate, with some traders fearing significant drops amidst broader crypto market corrections and global uncertainties, while a strong contingent sees current levels as a prime "buy the dip" opportunity, highlighting its continued ecosystem growth and high transaction volume.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending as its privacy features gain traction, highlighted by BitMEX co-founder Arthur Hayes including ZEC in his portfolio and the recent favorable conclusion of an SEC investigation. The community is actively discussing these catalysts alongside the launch of a new wallet by the original development team, fueling a renewed interest in privacy-focused cryptocurrencies.

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 the bidding war for Warner Bros. Discovery intensifies with Paramount's revised offer, igniting strong community discussion on whether Netflix should raise its bid or walk away to collect a substantial breakup fee, all while facing heightened regulatory and political pressure.

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ETFs to Gain as Japan Pledges to Invest $36B in U.S. Projects

Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

<ul class="summary-bullets"><li>Wells Fargo analyst Aaron Rakers cut his price target to $135 from $165 and emphasized ongoing memory supply concerns that are pressuring handset guidance.</li><li>Susquehanna analyst Christopher Rolland downgraded the stock to ‘Neutral’ from ‘Positive’, sharply lowering his price target to $140 from $210.</li><li>Bank of America pointed to continued weakness in the handset sector, noting that demand pressures appear both cyclical and structural.</li></ul>Qualcomm Inc. (QCOM) stock saw a slew of price target and rating changes from Wall Street as the chipmaker&nbsp;navigates headwinds in the memory market.For the second quarter (Q2), Qualcomm expects adjusted earnings per share (EPS) in the range of $2.45 to $2.65, and revenue between $10.2 billion and $11.0 billion, both below the analysts’ consensus estimate of $2.87 and $11.02&nbsp;billion, respectively, according to Fiscal AI data.&nbsp;<blockquote>“In the coming quarters, the handset industry will be constrained by the availability and pricing of memory, particularly DRAM.”-Cristiano Amon, President and CEO, Qualcomm</blockquote><h2 class="st-heading-2">Market Sentiment Shifts After Earnings And Headset Pressures</h2>JPMorgan analyst Samik Chatterjee trimmed the 12-month price target for Qualcomm to $185 from $195 while retaining an ‘Overweight’ rating on the stock, according to TheFly.&nbsp;&nbsp;The firm noted that management pointed to challenges in the wider smartphone industry as memory producers shift capacity toward high-bandwidth memory, tightening DRAM availability.Meanwhile, Wells Fargo analyst Aaron Rakers cut his price target to $135 from $165 and kept an ‘Underweight’ rating. The firm emphasized ongoing memory supply concerns that are pressuring handset guidance, as well as potential reductions in modem content with Apple’s iPhone lineup, a key driver of Qualcomm’s revenue.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://qualcomm">Qualcomm stock</a> traded over 7% lower by Thursday mid-morning. However, on Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_113000_png_73ca6c5d60.webp" alt="QCOM’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="924" height="105"><figcaption>QCOM’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Susquehanna And Bank of America Downgrade Qualcomm</h2>Susquehanna analyst Christopher Rolland downgraded the stock to ‘Neutral’ from ‘Positive’, sharply lowering his price target to $140 from $210. Rolland said the firm is choosing to remain on the sidelines as Qualcomm navigates what he described as a “memory-related handset storm.”&nbsp;Bank of America downgraded Qualcomm to ‘Neutral’ from ‘Buy’ and slashed its price target to $155 from $215. The firm pointed to continued weakness in the handset sector, noting that demand pressures appear both cyclical and structural.QCOM stock has declined 20% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ross-gerber-warns-of-intense-hardware-battle-as-ai-spending-sparks-competition-among-tech-leaders/cZbZaDhR4Vr">Ross Gerber Warns Of Intense Hardware Battle As AI Spending Sparks Competition Among Tech Leaders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The microchip maker Qualcomm company logo.  (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

Qualcomm Slides as Weak Q2 Outlook And Memory Market Headwinds Trigger Analyst Downgrades, Price Target Revisions

JPMorgan analyst Samik Chatterjee trimmed the 12-month price target for Qualcomm to $185 from $195 while retaining an ‘Overweight’ rating, citing challenges in the wider smartphone industry amid tightening DRAM availability. 

Equity

Tap the Super-Hot Memory Market With These ETFs

Micron stands to benefit as AI demand drives a memory chip crunch through 2027, pushing prices higher and steering investors toward targeted ETFs.

Is First Trust NASDAQ Semiconductor ETF (FTXL) a Strong ETF Right Now?

ETFs to Buy as Intel Plunges 17% Despite Q4 Earnings Beat 

INTC shares plummet 17% after Q4 earnings release as weak Q1 guidance rattled investors, pushing Intel-heavy ETFs into focus for diversified exposure.  

<ul class="summary-bullets"><li>Northland Securities noted the company’s strategic importance to the U.S. and called the guidance “very likely to be conservative.”</li><li>Stifel described Intel’s Q4 results as a “robust beat,” but emphasized that Q1 projections reflect temporary inventory shortages.</li><li>Bank of America suggested that&nbsp; Intel’s current stock price exceeds its near-term ability to execute a profitable business model.&nbsp;</li></ul>Intel Corp. (INTC) stock continued to be in the spotlight on Friday after multiple analysts adjusted their price targets following the company’s fourth-quarter (Q4) earnings and cautious guidance for the first quarter (Q1) of 2026.&nbsp;Despite reporting stronger-than-expected earnings per share in Q4, Intel’s forecast for Q1 fell short of analysts’ predictions. The company expects revenue between $11.7 billion and $12.7 billion, with the lower end notably below the $12.5 billion analysts’ consensus estimate, according to Fiscal.ai.&nbsp;<h2 class="st-heading-2">Street Opinion</h2>Northland Securities raised its price target on Intel to $54 from $46 while maintaining an ‘Outperform’ rating, noting the company’s strategic importance to the U.S. and calling the guidance “very likely to be conservative,” according to TheFly.&nbsp;Meanwhile, UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential.&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> traded 16% lower on Friday morning and was the top-trending equity ticker 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 src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_093030_png_56b886397e.webp" alt="INTC’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>INTC’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stifel Sees Long-Term Prospects Improving&nbsp;</h2>Stifel also adjusted its forecast, increasing the target to $42 from $35 while keeping a ‘Hold’ rating. The firm described Intel’s Q4 results as a “robust beat,” but emphasized that Q1 projections reflect temporary inventory shortages and high demand for server CPUs. Stifel expects Q1 to represent a fundamental low point, with longer-term prospects improving as production scales up.Meanwhile, Bank of America reaffirmed an ‘Underperform’ rating with a $40 price target, suggesting Intel’s current stock price exceeds its near-term ability to execute a profitable business model.&nbsp;In the Q4 earnings call, Intel CEO Lip-Bu Tan told that the rapid growth and broader adoption of AI tasks are putting heavy pressure on both existing and new hardware systems, highlighting how important CPUs have become in supporting AI technology.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/intel-stock-earnings-q4-2025-supply.html">report</a>, Jefferies said that though it recognizes the recent optimism around Intel’s potential, the firm still doesn’t see a clear direction ahead as the company lacks a defined AI plan, and faces uncertainty around its manufacturing and packaging business.INTC stock has gained over 117% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-stock-gains-momentum-as-q2-earnings-date-sparks-investor-interest/cmyR4ABR4gg">Super Micro Stock Gains Momentum As Q2 Earnings Date Sparks Investor Interest</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

Intel Draws Mixed Street Reaction After Strong Q4 But Cautious 2026 Outlook 

UBS raised its target to $52 from $49, with a ‘Neutral’ rating, citing supply bottlenecks and structural limitations that may constrain Intel’s AI growth potential. 

<ul class="summary-bullets"><li>The company’s earnings per share also beat estimates, coming in at $0.15 versus street estimates of $0.08.</li><li>Intel projected a revenue of $11.7 billion to $12.7 billion for the next quarter, while street expectations were at $12.5 billion, as per Fiscal.ai data.</li><li>The company attributed the lower guidance to chip supply constraints, expected to be at its lowest level in Q1.</li></ul>Shares of Intel Corp. (INTC) slid over 12% in Thursday’s after-market hours as the company provided a soft outlook for the first-quarter (Q1) 2026 in its latest earnings update.Intel’s fourth-quarter (Q4) results, however, beat analyst expectations, reporting higher-than-expected revenue and earnings per share.<h2 class="st-heading-2">Results Snapshot</h2>Intel reported Q4 revenue of $13.7 billion, down 4% year-on-year, but beating analyst expectations of $13.3 billion, as per data from Fiscal.ai. The company’s earnings per share also beat estimates, coming in at $0.15 versus street estimates of $0.08.Meanwhile, the company’s full-year revenue for 2025 came in at $52.9 billion, beating street consensus of $52.5 billion.“We delivered a solid finish to the year and made progress on our journey to build a new Intel. The introduction of our first products on Intel 18A – the most advanced process technology developed and manufactured in the United States – marks an important milestone, and we’re working aggressively to grow supply to meet strong customer demand,” said Lip-Bu Tan, Intel’s CEO.However, the company’s outlook for Q1 2026 came in below street expectations. Intel projected a revenue of $11.7 billion to $12.7 billion, with the lower-end of the projection coming in much below street expectations of $12.5 billion, as per Fiscal.ai data.The chipmaker also projected earnings per share to be nil in the upcoming quarter, versus a street expectation of $0.05.<h2 class="st-heading-2">Supply Constraints</h2>The company attributed the lower guidance to chip supply constraints, expected to be at its lowest level in Q1. “As we enter 2026, our buffer inventory is depleted and the mix shift in wafers towards servers, which began in Q3, will not come out of fab until late Q1 26,” said Dave Zinsner, Intel’s Chief Financial Officer, during the earnings call.“As a result, and as we stated last quarter, our internal supply constraints are most acute in Q1,” he said. Zinsner added that while this is expected to improve in the following quarter, the company still “won’t be completely out of the woods here.”However, he said that things would improve through the year progressively. “We expect our factory network to improve available supply beginning in Q2, and for each of the remaining quarters in 2026,” Zinsner said.To manage limited capacity, Zinsner said Intel will be shifting its wafer supply away from lower-end PC products to prioritize mid- to high-end client chips. Any additional capacity would be redirected to data center products, where demand and strategic importance are higher.As a result, Intel expects some market-share fluctuations, but its priority is ensuring reliable supply to its largest and most important customers across both data center and client segments, Zinsner added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> remained in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volumes.One user predicted the company’s shares would tank to $37 next week from the current $47 levels.<stembedurl>https://stocktwits.com/ProKnifeCatcher87/message/642621328</stembedurl>&nbsp;Another bearish user wondered about how the guidance could be lower, given the recent surge in AI, while touting ‘bubble popping’.https://stocktwits.com/azstockguy/message/642615489A bullish user, however, said the earnings were not so bad, highlighting the slew of products that Intel has lined up that would propel it forward in the long run.<stembedurl>https://stocktwits.com/Torjaner/message/642617742</stembedurl>&nbsp;Shares of INTC gained over 148% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Intel Shares Tank On Lackluster Q1 Outlook Despite Earnings Beat

Intel reported fourth-quarter revenue of $13.7 billion, beating analyst expectations of $13.3 billion, as per data from Fiscal.ai. 

<ul class="summary-bullets"><li>Analysts expect Intel to report $13.32 billion in quarterly revenue, 6.6% lower from the $14.26 billion reported in the same period last year, according to data from Fiscal.ai.&nbsp;</li><li>Street expectations for 2025 annual revenue are at $52.5 billion, compared to $53.1 billion posted for 2024.&nbsp;</li><li>RBC Capital said that it believes the company will post a "slight" beat with its Q4 results and largely provide an in-line outlook.</li></ul>Shares of Intel Corp. (INTC) surged nearly 11% on Wednesday, ahead of the company’s fourth-quarter (Q4) earnings expected on Jan. 22.While Wall Street expects Intel to beat earnings estimates, retail investors are hoping for a deal announcement from the company.<h2 class="st-heading-2">Earnings Expectations</h2>Analysts expect Intel to report $13.32 billion in quarterly revenue, 6.6% lower from the $14.26 billion reported in the same period last year, according to data from Fiscal.ai. Street expectations for 2025 annual revenue are at $52.5 billion, compared to $53.1 billion posted for 2024.Meanwhile, consensus estimates for earnings per share for the quarter are at $0.08, down about 38.5% from $0.13 reported last year.Meanwhile, RBC Capital said that it believes the company will post a "slight" beat with its Q4 results and largely provide an in-line outlook. The analyst reiterated a ‘Sector Perform’ rating on Intel with a price target of $50 on its shares, according to TheFly.RBC Capital also noted that PC demand for the company seemed alright at present, although flagging higher memory prices as an impact on 2026 volume growth. The analyst touted server CPU demand to be solid with wafer supply constraints peaking in Q1 as the main "limiting" factors.Bernstein raised Intel’s price target to $36 from $35 with a ‘Market Perform’ rating ahead of quarterly results, adding that the analyst is increasing its server market assumptions but lowering its PC assumptions going forward.<h2 class="st-heading-2">Strategic Investments</h2>Intel shares have gained significant attention from the market and retailers after a series of strategic deals in 2025.In Dec. 2025, Intel <a href="https://stocktwits.com/news-articles/markets/equity/intel-completes-5-billion-private-share-sale-to-nvidia/cL75r7YREDD">completed</a> a privately negotiated share sale to Nvidia Corp. (NVDA), generating $5 billion in cash. Earlier in September, Nvidia had committed to investing $5 billion in Intel stock as well as to co-developing data center and PC technologies with the company.In August, the chipmaker also <a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-takes-off-in-extended-trading-after-masayoshi-son-s-soft-bank-picks-2-b-stake/chsgbiLRdXo">entered</a> a definitive securities purchase agreement with Masayoshi Son-led SoftBank (SFTBY) for $2 billion, giving SoftBank about 2% stake in Intel.The company also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to">signed</a> an agreement with the Trump Administration for the U.S.government to purchase $8.9 billion common stock or about 10% stake in the company. Earlier this month, President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/intel-shares-surge-on-trump-praise-retail-anticipates-big-news/cmU2A1JR4dC">praised</a> the company for its design and manufacturing process in the U.S., adding that the U.S. was proud to be a shareholder of the company.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> trended in the ‘extremely bullish’ territory amid ‘high’ message volumes.One user hoped for a deal announcement with Apple at the earnings, adding that the share price would soon rocket to $60. INTC shares were trading near $53.9 at the time of writing.<stembedurl>https://stocktwits.com/Bigblock6/message/642396693</stembedurl>&nbsp;Another bullish user anticipated prices surging, adding that the climb from $50 to $100 would take people by surprise.<stembedurl>https://stocktwits.com/DopamineHit/message/642399695</stembedurl>&nbsp;A third user hoped for a deal announcement from Tesla, adding that Intel has the lead on Wafer Fab capacity in the U.S.<stembedurl>https://stocktwits.com/Tyme2ryme/message/642370023</stembedurl>&nbsp;Shares of INTC have surged over 145% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

INTC Stock Is Surging Today — What Are Traders Watching?

Intel’s fourth-quarter (Q4) 2025 earnings are expected on Jan. 22, with the street expecting the company to beat earnings estimates.

Should You Invest in the First Trust NASDAQ Semiconductor ETF (FTXL)?

<ul class="summary-bullets"><li>KeyBanc pointed to strong demand from cloud service providers and hyperscalers as key drivers of the optimistic view.</li><li>The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors.</li><li>On January 5, Intel launched its new Core Ultra Series 3 laptop processors.</li></ul>Intel Corp (INTC) stock climbed over 3% higher in Tuesday’s premarket after receiving a rating boost from KeyBanc Capital Markets, sparking interest in the chipmaker’s stock among market participants.&nbsp;KeyBanc upgraded Intel’s stock to ‘Overweight’ from ‘Sector Weight’ with a price target of $60, according to TheFly. The upgrade underlined expectations for demand tied to data center computing and artificial intelligence growth.<h2 class="st-heading-2">Analyst Rationale</h2>KeyBanc pointed to strong demand from cloud service providers and hyperscalers as key drivers of the optimistic view. The upgrade reflects growing belief that server and AI workloads could give Intel’s revenue a meaningful push in 2026.The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors, effectively committing much of the company’s 2026 supply. That tight supply backdrop, according to the firm, could translate into pricing power and stronger top-line performance across Intel’s data center business.On Stocktwits, retail sentiment around Intel stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_060303_png_d0ba7ac196.webp" alt="INTC’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="934" height="96"><figcaption>INTC’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Foundry Progress</h2>Keybanc also cited improvements in Intel’s manufacturing yields for its 18A process, which are advancing toward levels needed to support higher volume production of next-generation chips.&nbsp;On January 5, Intel launched its new Core Ultra Series 3 laptop processors. Named “Panther Lake,” these chips use Intel’s 18A process, similar to a 2-nanometer node, and are described as the most advanced U.S.-made semiconductor technology. The company says it offers 60% higher performance than the previous Lunar Lake Series 2 processors.The company’s latest chip also received praise from President Donald Trump.&nbsp;In August 2025, the U.S. government acquired a 10% stake in Intel, making it the company's largest shareholder.&nbsp;Intel is scheduled to report its fourth-quarter (Q4) earnings on January 22. Analysts expect a Q4 revenue of $13.368 billion and earnings per share of $0.08, according to FiscalAI data.&nbsp;INTC stock has gained over 129% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nvts-stock-gaining-retail-attention-ai-power-play/cmUXcZPR44k">NVTS Stock Draws Retail Interest On AI Data Center Power Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

What’s Driving Intel’s Latest Rally? A Fresh Bull Case From KeyBanc

KeyBanc upgraded Intel’s stock to ‘Overweight’ from ‘Sector Weight’ with a price target of $60.

First Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

Current Price	$159.42
Prev Close	$157.51
Open	$159.03
Dividend Yield	N/A
50-Day Moving Average	$144.49
Beta	N/A
Avg. Volume	165,443.25
PE Ratio	N/A

52-Week High	$162.31
52-Week Low	$59.72
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

FTXL
First Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF

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FTXLFirst Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF