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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 a major talking point following its recent earnings report, which, despite beating on revenue and EPS, presented cautious forward guidance and a decision to pause share buybacks. This has ignited community debate, with many investors split between seeing a massive 'buy the dip' opportunity and expressing concern over slowing growth and the financial implications of a potential Warner Bros. Discovery acquisition. The discussion reflects a mixed outlook on whether strategic shifts will accelerate long-term value or introduce short-term headwinds.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is trending due to recent positive Phase 1 clinical trial data for its eczema treatment, soquelitinib, which demonstrated strong efficacy and a favorable safety profile, initially fueling a significant surge in interest. This positive momentum is now tempered by a proposed $150 million public offering, sparking a community debate between those who see it as a strategic capital raise for a potentially breakthrough oral therapy and those concerned about dilution for an early-stage drug.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending after CEO Ryan Cohen and another board member significantly increased their stakes in the company through recent share purchases. This insider buying has ignited a strong bullish sentiment among investors, who are actively discussing the potential for a short squeeze and viewing the moves as a vote of confidence. The stock's resilience amidst broader market volatility further fuels community speculation about future catalysts.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares ETF ($GLD) is trending strongly as escalating geopolitical tensions, particularly surrounding U.S.-Europe tariff threats over Greenland, drive a significant risk-off sentiment across markets. The community is actively discussing gold's role as a premier safe haven, pushing prices to new highs amidst global instability and concerns over economic and financial system shifts.

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

Apple Inc

Apple is experiencing a significant downturn, with many in the community attributing the "brutal day" to broader geopolitical tensions and proposed tariffs. Traders are hotly debating whether the stock's historically oversold RSI levels present a "buy the dip" opportunity ahead of its upcoming earnings report or if further declines are imminent due to perceived stagnation in AI innovation.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility as former President Trump's strong stance on Greenland and related tariff threats generate global market uncertainty, prompting a shift away from U.S. assets. The community is split, with many anticipating a rapid rebound for tech stocks while others warn of a deeper correction driven by these geopolitical tensions and broader concerns about AI's market impact.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

Top Wealth Group Holding Ltd. is actively discussed following its announcement to acquire a wine authentication and trading business, a strategic move to diversify into luxury products. This development, however, coincides with a public offering of units, leading to significant price fluctuations. Community sentiment is divided between those anticipating a strong rally due to the news and low float, and others cautioning against a potential "Chinese pump and dump" given the offering and historical volatility.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending following robust preliminary 2025 Ojemda product revenue and optimistic 2026 guidance, alongside the recently completed acquisition of Mersana Therapeutics. The community is actively discussing significant options activity and renewed buyout speculation, as analysts upgrade ratings and view the Mersana deal as strengthening the company's pipeline and commercial prospects.

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

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is drawing significant attention following a long-term data center leasing agreement with Riot Platforms, seen as a strategic move to secure direct AI infrastructure. This development, combined with strong analyst conviction in AMD's growing AI market share and its impressive resilience during broader market weakness, is fueling active community discussion about its promising long-term trajectory.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is rapidly gaining attention following its strategic acquisition of Australian Strategic Materials and positive developments in expanding its rare earth processing capabilities. Investors are actively discussing the company's growing significance in securing America's critical mineral and uranium supply chains amidst increasing demand from AI and clean energy sectors, positioning UUUU as a cornerstone for national energy independence.

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<ul class="summary-bullets"><li>Meta has reportedly laid off about 10% of its staff from the Reality Labs division, including those working on Metaverse.&nbsp;</li><li>An earlier report from The New York Times had said Meta’s chief technology officer Andrew Bosworth had called for a meeting on Wednesday and urged staff to attend in person.</li><li>Meta recently announced a new initiative, Meta Compute, to expand its artificial intelligence infrastructure and appointed Dina Powell McCormick as its new President and Vice Chairman.</li></ul>Meta Platforms Inc. (META) has reportedly laid off about 10% of its staff, or 1,500 people, from the Reality Labs division.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/meta-lays-off-1-500-people-in-metaverse-division-347008b0?mod=wsj_FV">report</a> from The Wall Street Journal that cited a person familiar with the matter, the layoffs include those working on metaverse.A Meta spokesman told WSJ that the move was in line with the company’s strategy to shift some of its investment from metaverse toward wearables.<a href="https://stocktwits.com/symbol/META">Shares of META</a> were down 2.4% on Wednesday at the time of writing.&nbsp;<h2 class="st-heading-2">Meta’s Pivot To Wearables</h2>An earlier <a href="https://stocktwits.com/news-articles/markets/equity/meta-to-reportedly-slash-10-percent-of-reality-labs-employees-shifting-focus-from-metaverse-to-next-gen-ai/cmUafeJR4EH">report</a> from The New York Times had reported the potential job cuts and touted that the decision would be announced by Tuesday.Meta’s chief technology officer Andrew Bosworth, leading the Reality Labs division, had reportedly called for a meeting on Wednesday and even urged staff to attend in person, adding that it would be the “most important” meeting of the year.The news comes as Meta announced a new top-level initiative, Meta Compute, to expand its artificial intelligence infrastructure. Earlier this week, the tech giant also appointed Dina Powell McCormick as its new President and Vice Chairman, in a move to bolster its AI initiatives.The pivot from its focus on V.R.-based social networking to artificial intelligence comes as Meta’s peers like OpenAI and Google have zoomed past the company in terms of AI initiatives. Reality Labs, which works on metaverse and other AR/VR initiatives, was once at the center of CEO Mark Zuckerberg’s priorities. However, since 2021, the division has reportedly accumulated losses of over $70 billion.Meanwhile, Meta’s wearables division has been gaining footing in the market. Its AI-equipped Ray-Ban smartglasses have reportedly sold over 2 million pairs since its launch. In 2025, Meta announced an investment of $600 billion in the U.S. by 2028 to build AI data centers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META stock jumped to ‘bullish’ from ‘bearish’ territory over the past 24 hours amid ‘high’ message volumes. The stock was also among the top trending on Stocktwits at the time of writing.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_at_12_47_00_AM_png_bdcc6ebbc3.webp" alt="On Stocktwits, retail sentiment around META stock jumped to ‘bullish’ from ‘bearish’ territory over the past 24 hours amid ‘high’ message volumes. " width="1277" height="145"></figure>One user called Reality Labs ‘a failed investment.’<stembedurl>https://stocktwits.com/Vietquant6969/message/641815472</stembedurl>&nbsp;Shares of META have gained about 3.7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

Meta Reportedly Cuts 1500 People In Reality Labs Division

A Meta spokesman told the Wall Street Journal that the layoffs were in line with the company’s strategy to shift investment from Metaverse to wearables.

Meta Reportedly Cuts 1500 People In Its Reality Labs Division

Equity

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

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

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

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

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

Meta Announces New Compute Initiative To Scale AI Infrastructure

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

<ul class="summary-bullets"><li>Powell McCormick, who previously served on Meta’s Board of Directors, will now play a central role in shaping the company’s strategic direction.</li><li>She will also focus on building strategic capital partnerships and exploring ways to expand Meta’s long-term investment capacity.</li><li>In a Truth Social post, President Donald Trump congratulated Dina Powell McCormick on her appointment.</li></ul>Meta Platforms Inc. (META) announced on Monday that Dina Powell McCormick will join the company as President and Vice Chairman, marking a major addition to its executive leadership team.&nbsp;Powell McCormick, who previously served on Meta’s Board of Directors, will now play a central role in shaping the company’s strategic direction and overseeing key operational initiatives.<h2 class="st-heading-2">Strategic Leadership Role</h2>In her new position, Powell McCormick will work closely with Meta’s compute and infrastructure teams to ensure that the company’s multi-billion-dollar investments in data centers, energy systems, and global connectivity meet the goals.She will also focus on building strategic capital partnerships and exploring ways to expand Meta’s long-term investment capacity.Powell McCormick had served as Deputy National Security Advisor&nbsp;from 2017 to 2018,&nbsp;under President Donald Trump’s&nbsp;first term. She also served&nbsp;as a Senior White House Advisor and Assistant Secretary of State under Secretary of State Condoleezza Rice during President George W. Bush's administration.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> inched over 0.4% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Experience In Finance&nbsp;</h2>Powell McCormick has over 25 years of experience in global finance, national security, and economic development. She spent 16 years at Goldman Sachs in senior leadership roles, including a seat on the firm’s Management Committee, as well as heading the Global Sovereign Investment Banking division.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/12/meta-dina-powell-mccormick-trump.html?__source=androidappshare">report,</a> Meta has been expanding its leadership team with former Trump administration officials, including the recent appointment of Curtis Joseph Mahoney as Chief Legal Officer.&nbsp;In a Truth Social&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump">post</a>, President Trump congratulated Powell McCormick on her appointment as Meta’s new president, praising her talent and service in his administration.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_094442_png_e4145fee54.webp" alt="Screenshot 2026-01-12 094442.png" width="578" height="221"></figure>META stock has gained over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-bdsx-stock-surging-premarket-today/cmUaR2sR4E9">BDSX Stock Shot Up 23% Pre-Market Today — What’s Fueling The Surge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Meta Names Dina Powell As President And Vice Chairman In Executive Shake-Up

Powell McCormick had served as Deputy National Security Advisor under President Donald J. Trump.

Who Is Dina Powell McCormick  – And Why Meta Just Gave Her A Top Job

Powell McCormick had served as Deputy National Security Advisor under President Donald J. Trump.


<ul class="summary-bullets"><li>The firm expects growth to come from investments in original programming, live entertainment events, and gaming expansion.</li><li>According to a Bloomberg report, the stock trades at roughly 28 times expected earnings over the next 12 months.</li><li>Netflix is expected to report its fourth-quarter earnings on January 20.&nbsp;</li></ul>Goldman Sachs has reduced its price target for Netflix Inc. (NFLX) to $112 from $130 while maintaining a ‘Neutral’ rating on the stock as investors weigh the streaming giant’s shift toward potential acquisitions over core subscriber growth.The firm highlighted that the streaming giant’s stock has fallen roughly 27% since the company’s last earnings report.<h2 class="st-heading-2">Content And Technology Growth</h2>Goldman Sachs emphasised that the stock’s decline reflected concerns about prioritizing content-related acquisitions from Warner Bros. Discovery (WBD) over organic expansion.According to the firm, growth is expected to come from investments in original programming, live entertainment events, and gaming expansion.&nbsp;Goldman Sachs also pointed to improvements in the company’s technology infrastructure and the adoption of digital advertising as key drivers for revenue growth.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.3% lower in Friday’s premarket.&nbsp;However, on Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_082842_png_815b9083c4.webp" alt="NFLX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="930" height="100"><figcaption>NFLX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stock Performance And Valuation</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-09/netflix-stock-is-pricey-even-after-warner-bros-induced-selloff">report</a>, while Netflix stock has dropped significantly from its June 30 high, its current valuation is actually below its five-year average multiple of 34.&nbsp;The report also noted that the stock trades at roughly 28 times expected earnings over the next 12 months, higher than peers such as Walt Disney (DIS), Amazon (AMZN), and Alphabet (GOOGL).&nbsp;&nbsp;It drew attention to the fact that the market’s focus currently has shifted to the $82.7 billion potential Warner Bros. (WBD) acquisition, which would merge Netflix’s streaming platform with Warner Bros.’s content library and HBO Max.<h2 class="st-heading-2">Warner Bros. Acquisition&nbsp;</h2>After the Netflix-Warner Bros. deal was announced in December,&nbsp;Paramount Skydance made an all-cash offer of $30 per share, which would cover all of WBD, including its Global Networks division, stating it is ‘superior’ to Netflix’s deal.&nbsp;However, Warner Bros called Paramount’s offer “illusory,” adding that it cannot be completed before its current expiration date, reinforcing support for its merger with Netflix.Netflix is expected to report its fourth-quarter earnings on January 20. Analysts expect the company to post a revenue of $11.96 billion and earnings per share of $0.55, according to Fiscal AI data.&nbsp;NFLX stock has gained 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asp-isotopes-stock-surged-today-why-the-company-stands-to-gain-from-meta-nuclear-energy-deal-with-terra-power/cmU2hJCR4dX">ASP Isotopes Stock Surged Over 13% Today – Why The Company Stands To Gain From Meta’s Nuclear Energy Deal With TerraPower</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Goldman Sachs Trims Netflix Price Target Ahead Of Earnings – The New Level Still Leaves A Good Upside Potential

Goldman Sachs expressed concern about Netflix prioritizing content-related acquisitions from Warner Bros. Discovery (WBD) over organic expansion.

<ul class="summary-bullets"><li>ASP Isotopes’ collaboration with TerraPower focuses on constructing a new uranium enrichment facility in South Africa.&nbsp;</li><li>The agreement also ensures delivery of the initial fuel cores for TerraPower’s Natrium reactor in Wyoming.</li><li>Meta will fund the construction of up to eight Natrium plants, with delivery of initial units as early as 2032.</li></ul>ASP Isotopes Inc. (ASPI) stock drew a lot of investor attention on Friday after Meta Platforms (META) entered into a long-term agreement with TerraPower to secure a substantial supply of nuclear energy.In 2025, ASP Isotopes finalized several agreements with TerraPower to finance and supply fuel for advanced nuclear projects.<h2 class="st-heading-2">Advanced Enrichment Technology</h2>The company focuses on uranium enrichment, a process essential for powering modern nuclear reactors. Naturally occurring uranium is largely composed of U-238, which cannot sustain nuclear fission. To generate energy, reactors require U-235, which must be separated through a process known as enrichment.&nbsp;ASP Isotopes uses its proprietary Aerodynamic Separation Process, a method that increases efficiency and reduces costs compared with traditional techniques. The company’s strategy centers on producing High-Assay Low-Enriched Uranium (HALEU), the fuel necessary for small modular reactors (SMRs) and other advanced nuclear systems.<a href="https://stocktwits.com/symbol/ASPI">ASP Isotopes’ stock</a> traded over 13% higher in Friday’s premarket.<h2 class="st-heading-2">Agreement With TerraPower&nbsp;</h2>ASP Isotopes’ collaboration with TerraPower focuses on constructing a new uranium enrichment facility in South Africa and ensuring a long-term supply of HALEU for TerraPower’s Natrium reactor in Wyoming.The agreement ensures delivery of the initial fuel cores for TerraPower’s Natrium reactor in Wyoming, while a 10-year contract, starting in 2028, will supply up to 150 metric tons of HALEU through 2037.&nbsp;Friday’s agreement between Meta and TerraPower is significant because the tech giant will fund the construction of up to eight Natrium plants, with delivery of the initial units as early as 2032.<h2 class="st-heading-2">&nbsp;What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_075629_png_abdb545c66.webp" alt="ASPI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="933" height="98"><figcaption>ASPI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user suggested going long on the stock.<stembedurl>https://stocktwits.com/lefthanders/message/641313934</stembedurl>Another user expressed optimism about nuclear power.&nbsp;<stembedurl>https://stocktwits.com/mikesterz7/message/641312104</stembedurl>ASPI stock has gained over 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-vistra-stock-surge-pre-market-today/cmU2fYrR4de">Why Did Vistra Stock Surge 11% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ASP Isotopes Stock Surged Over 13% Today – Why The Company Stands To Gain From Meta’s Nuclear Energy Deal With TerraPower

In 2025, ASP Isotopes finalized several agreements with TerraPower to finance and supply fuel for advanced nuclear projects.

<ul class="summary-bullets"><li>As electricity demand continues to grow, data centers are under pressure to control how much power they use.</li><li>Power gating helps reduce wasted energy, cut operating expenses, and keep hardware working longer.</li><li>With rivals facing similar energy and labor bottlenecks, Meta may find more flexibility to slow its own infrastructure spending.</li></ul>CNBC’s Jim Cramer said power constraints are beginning to reshape how companies think about data center expansion, and one potential beneficiary of tighter power economics could be Meta Platforms Inc. (META)In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2008459717333369099">post</a> on the X platform, Cramer stated that Investors are increasingly focused on “power gating,” a strategy that limits energy usage and forces firms to prioritize efficiency over scale at any cost.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_052906_png_fcefeacef4.webp" alt="Screenshot 2026-01-06 052906.png"><h2 class="st-heading-2">Power Gating In Data Centers&nbsp;</h2>As electricity demand continues to grow, data centers are under pressure to control how much power they use. One effective approach is power gating, which means turning off IT equipment when it is not needed. Using this method helps reduce wasted energy, cut operating expenses, keep hardware working longer, and contribute to overall sustainability efforts.According to Cramer, the concept helps steer companies away from unchecked spending toward tighter discipline. The result could be slower construction of massive server farms but stronger margins for companies that adapt quickly.Cramer remarked that the dynamic marks a cooling of the once-frenzied race to build ever-larger data centers, especially as electricity availability and infrastructure limits become more pressing. While demand for advanced chips remains intact, hyperscale projects may no longer dominate capital spending plans.&nbsp;<h2 class="st-heading-2">How Meta Platforms Will Benefit</h2>Meta can gain comparatively as it can afford to slow its infrastructure spending without falling behind on its AI goals, while its competitors, including OpenAI, won't be able to match a large-scale buildout without trimming expenses.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_054707_png_465cdf6989.webp" alt="Screenshot 2026-01-06 054707.png"><a href="https://stocktwits.com/symbol/META">Meta’s stock</a> inched 0.2% lower in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_06_054600_png_6c8c3894a3.webp" alt="META’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Jan. 6, 2026 | Source: Stocktwits" width="925" height="99"><figcaption>META’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Jan. 6, 2026 | Source: Stocktwits</figcaption></figure>As an example for investors favouring companies with efficiency over increased spending, Cramer pointed to firms such as Honeywell (HON), Dover (DOV), and DuPont de Nemours (DD) outperforming. These companies are less exposed to data center spending cycles and more aligned with automation, materials, and efficiency upgrades.META stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-space-stock-logs-explosive-start-to-2026-erases-most-of-2025-losses-in-2-days/cmxwF92R4Td">This Space Stock Logs Explosive Start To 2026 — Erases Most Of 2025 Losses In Just 2 Days</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

Why Jim Cramer Thinks META Can Be The Biggest Winner In A ‘Power Gating’ Scenario

In a post on the X platform, Cramer stated that Investors are increasingly focused on “power gating,” a strategy that limits energy use and forces firms to prioritize efficiency over scale at any cost.

Will Alphabet Outshine NVIDIA in the MAG-7? ETFs to Watch

Alphabet may beat NVIDIA in the MAG-7 race over the long term as GOOGL surges and TPUs gain traction. ETFs like GXPC, FCOM, IXP and VOX offer targeted exposure.

Is Alphabet Berkshire's New "Mag-7" Favorite? ETFs in Focus 

Berkshire's surprise Alphabet buy sparks buzz. Is GOOGL the new Mag-7 favorite? ETFs like GXPC, FCOM, IXP and VOX stand to gain from the momentum.

Telecom ETFs in Focus This Earnings Season 

The telecom sector surges ahead of the S&P 500 as Verizon and AT&T post solid Q3 results, fueling optimism for 2025 growth.

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