SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

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>Robinhood CEO said that there is still work to be done on the bill and has offered help.</li><li>The legislation unveiled on Monday by the Senate Committee would define when crypto tokens are securities, commodities or fall into other categories.</li><li>Coinbase CEO Brian Armstrong said that the company could not support the current draft.</li></ul><p>Robinhood stock closed more than 7% lower on Thursday and was the top trending stock on Stocktwits during after-market hours after a U.S. Senate committee delayed a long-awaited debate on a landmark crypto bill.</p><p>The crypto bill, dubbed as the Clarity Act, is aimed to create a regulatory framework for cryptocurrencies. The legislation unveiled on Monday by the Senate Committee would define when crypto tokens are securities, commodities or fall into other categories, giving the industry long-awaited legal clarity. It was delayed after the CEO of Coinbase withdrew support for the bill.&nbsp;</p><h2 class="st-heading-2">Coinbase Withdrew</h2><p>Coinbase CEO Brian Armstrong announced the company could not support the current draft, arguing it would enact a "de facto ban" on tokenized equities and restrict stablecoin rewards.&nbsp;</p><p>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2011545247105355865">post</a> on X, Armstrong said “We appreciate all the hard work by members of the Senate to reach a bi-partisan outcome, but this version would be materially worse than the current status quo. We’d rather have no bill than a bad bill. Hopefully we can all get to a better draft”.</p><h2 class="st-heading-2">Robinhood Supports Congress</h2><p>On the contrary, Robinhood CEO Vlad Tenev, said that “staking is one of the most requested features on RobinhoodApp, but it’s still unavailable to customers in four U.S. states due to the current gridlock. Stock tokens are available to our customers in the EU, but not in our home market. It's time for the US to lead on crypto policy”.</p><p>“Let’s pass legislation that protects consumers and unlocks innovation for everyone. We support Congress’s efforts to pass the market structure bill. There is still work to be done, but we see a path and are here to help,” he said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/vladtenev/status/2011622052457783432?s=46&amp;t=yoL7WJcO9vZ3TjSE2j6FRQ">post</a> on X.&nbsp;</p><h2 class="st-heading-2">Stablecoin Popularity</h2><p>Several prominent Wall Street firms like Bank of America, Galaxy Digital have been pointing out the growing popularity of stablecoins.&nbsp;</p><p>In its recent earnings call this week, Bank of America CEO Brian Moynihan told analysts that about $6 trillion of total U.S. Commercial deposits could migrate to digital assets if permitted. He said that such a shift would move funds outside the traditional banking system and will result in shrinking of lending capabilities for the lenders.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around <a href="https://stocktwits.com/symbol/HOOD">HOOD</a>’s stock trended in ‘bullish’ territory amid ‘high’ message volume.</p><p>Shares of Robinhood have fallen 4% year-to-date, but have risen 151% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br><br>&nbsp;</p>

In this photo illustration, a person holds a smartphone displaying the logo of Robinhood Markets Inc. 

Robinhood Stock In Focus After Senate Delays Crypto Bill 

Robinhood CEO supported Congress efforts to pass the crypto market bill, after Coinbase CEO withdrew support. 

Equity

Robinhood CEO supported Congress efforts to pass the crypto market bill, after Coinbase CEO withdrew support. 


<ul class="summary-bullets"><li>The deal will also help creators and publishers optimize how their data can be surfaced to AI companies that are willing to pay.</li><li>The company did not disclose details of the deal value or the timeline.&nbsp;</li><li>Cloudflare is expected to announce its fourth quarter 2025 results on Feb. 10, 2026.</li></ul><p>Internet infrastructure company Cloudflare, Inc. (NET) announced on Thursday that it will acquire Human Native, an AI data marketplace, in a push to transform content into high-quality, AI-ready data.</p><p>The company did not disclose details of the deal value or the timeline.</p><p>The acquisition is aimed to make content discovery and access for AI developers easier and faster, and also help creators and publishers optimize how their data can be surfaced to AI companies that are willing to pay, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cloudflare.com/en-in/press/press-releases/2026/cloudflare-strengthens-content-offering-to-ai-companies-with-acquisition-of-human-native/">said</a>.</p><p>Human Native will help Cloudflare build the tools needed to prepare content so AI developers “can find, access, and purchase reliable high-quality data through fair and transparent channels,” according to the company.</p><p>Shares of NET climbed 0.3% in Thursday’s after-market trading.</p><h2 class="st-heading-2">Leadership Commentary</h2><p>Matthew Prince, co-founder and CEO of Cloudflare said that content creators deserve full control over their work, irrespective of whether they want to write for humans or optimize for AI.</p><p>“Last year we gave publishers and creators the tools to control which bots can access their content, but the real goal has always been to help create a new economic model that actually works for the next phase of the Internet,” he said.</p><p>The Human Native acquisition is expected to help the company accelerate the next phase, to build content discovery, pricing, and purchase tools that promote transparency. “This acquisition is about building the tools needed to protect the longevity of the open internet,” he added.</p><p>“We started Human Native with the goal of getting Generative AI out of its Napster era. We believe that creators should have control, compensation and credit when their work is used to power AI products, ensuring equitable compensation for rights holders while enabling responsible AI development,” said Dr. James Smith, co-founder and CEO of Human Native.</p><h2 class="st-heading-2">Company Updates</h2><p>Last year, Cloudflare launched AI Crawl Control, a product that allows customers to restrict and or monetize data-scraping bots. The company added the feature as well as bot management into its free service package for organisations.</p><p>In its Fifth Annual Impact Report, the company noted a surge in cyber threats against public interest groups, election bodies and media outlets and said that it had blocked nearly 10 billion cyber attacks each month for vulnerable organisations in 2025 and stopped 200 million attacks against election infrastructure.</p><p>In December last year, the company expanded its partnership with JD Cloud that would reduce latency for its AI inference workloads by up to 80%.</p><p>Cloudflare is expected to announce its fourth quarter 2025 results on Feb. 10, 2026.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NET">NET stock</a> slipped from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_16_at_4_04_33_AM_png_008d2d2cb6.webp" alt="retail sentiment around NET stock slipped from ‘extremely bullish’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1282" height="158"></figure><p>&nbsp;</p><p>NET shares have climbed over 60% in the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

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

Cloudflare Acquires Human Native In A Push To Strengthen AI Data Marketplace

The acquisition is aimed to make content discovery and access for AI developers easier and faster, according to the company. 

<ul class="summary-bullets"><li>Goldman Sachs said its Board of Directors increased the quarterly dividend to $4.50 per common share from $4.00 per common share</li><li>Goldman Sachs advised on some of the biggest deals of 2025. It advised in a $56.5 billion leverage buyout of Electronic Arts.</li><li>Company’s Investment banking fees came at $2.58 billion, 25% higher than the fourth quarter of 2024.</li></ul><p>Shares of Goldman Sachs rallied on Thursday after it posted higher profit for the fourth quarter (Q4) and raised dividend for its shareholders.&nbsp;</p><p>Goldman Sachs reported a fourth quarter profit of $14.01 per share that surged past analyst estimates of $11.57 per share, as per data from Fiscal.ai.</p><h2 class="st-heading-2">M&amp;A Boost</h2><p>Major U.S. investment banks expect the rebound in mergers and acquisitions activity to continue in 2026, on the back of robust AI investment and tech deals.&nbsp;</p><p>Goldman Sachs advised on some of the biggest deals of 2025. It advised in a $56.5 billion leverage buyout of Electronic Arts, as well as a $32 billion deal from Alphabet to acquire Wiz.</p><p>Investment banking fees were $2.58 billion, 25% higher than the fourth quarter of 2024, primarily due to significantly higher net revenues in Advisory, reflecting a significant increase in completed mergers and acquisitions volumes, it said.&nbsp;</p><h2 class="st-heading-2">Dividend Rise</h2><p>Goldman Sachs said its Board of Directors increased the quarterly dividend to $4.50 per common share from $4.00 per common share, in a sign that the company expects a strong 2026.&nbsp;</p><p>Goldman Sachs saw its expenses rise in 2025, primarily driven by investments in AI operations and higher compensation and bonuses to its executives. Its operating expense during the fourth quarter rose 18% to $9.72 billion.&nbsp;</p><h2 class="st-heading-2">Plans To Enter Booming Prediction Markets</h2><p>Goldman Sachs CEO, David Solomon told analysts in an earnings call that the company is looking to enter the prediction market.&nbsp;</p><p>Solomon told analysts that he has met leaders of two major prediction market firms. Entry of a major Wall Street firm into this new and booming section of the financial world will give it the boost and more attention from investors as well as users.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around GS trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>Shares of Goldman Sachs have risen 63% over the past 12 months.&nbsp;<br>&nbsp;</p>

David Solomon, Goldman Sachs CEO speaks during the Italian Tech Week 2025 at OGR Officina Grandi Riparazioni on October 3, 2025 in Turin, Italy.

Goldman Sachs Stock Rally After Upbeat Q4 Results, Increased Dividend

Goldman Sachs reported a fourth quarter profit of $14.01 per share that surged past analyst estimates of $11.67 per share, as per data from fiscal.ai.

Goldman Sachs reported a fourth quarter profit of $14.01 per share that surged past analyst estimates of $11.57 per share, as per data from fiscal.ai.


<ul class="summary-bullets"><li>As of 11:52 AM EST, Downdetector.com showed 112,856 users reporting problems while using Reddit.</li><li>As per Downdetector, 54% of users reported problems while using the application of Reddit.</li><li>Earlier in the day, Morgan Stanley raised the firm's price target on Reddit to $265 from $250.&nbsp;</li></ul><p>Social media platform Reddit was hit by an outage that affected more than 100,000 users on Tuesday, according to outage monitoring website Downdetector. However, shares continued to rally on Wall Street firms’ price target actions on the company from earlier in the day.&nbsp;</p><p>As of 11:52 AM EST, Downdetector.com showed 112,856 users reported problems while using Reddit. It said 54% of users reported problems while using the application of Reddit. 39% users reported problems while using its website and 7% reported server connection related issues.&nbsp;</p><p>Reddit <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.redditstatus.com/incidents/j9smpl5kwyl5">said</a> it is investigating elevated errors across reddit.com and native apps, according to its status page. It added that the issue has been identified and a fix has been implemented at 12:03 PM EST.&nbsp;</p><h2 class="st-heading-2">Analyst Action</h2><p>Morgan Stanley raised the firm's price target on Reddit to $265 from $250 and kept an ‘Overweight’ rating on the shares.&nbsp;</p><p>The firm thinks 2026 will be "thematically similar" to 2025 in the internet sector, with the market likely to reward companies demonstrating material positive return on invested capital (ROIC) from GenAI or GPU enabled technologies, the analyst told investors in a note, as per TheFly.&nbsp;</p><p>Evercore ISI also initiated coverage of Reddit with an ‘Outperform’ rating and $320 price target. The firm said it views Reddit’s valuation as very robust but reasonable, given its outlook for three-year revenue (Compound Annual Growth Rate) CAGR of 30%-40% and earnings before interest, taxes, depreciation, and amortization (EBITDA) CAGR of 40%-50%.&nbsp;</p><p>While the stock has performed well, the firm still sees significant opportunity for Reddit to gap up its average revenue per user, based on industry comps, recent product launches, and feedback from ad checks, the note said.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around RDDT trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>One user said that Reddit has given more returns than Microsoft.</p><p><stembedurl>https://stocktwits.com/iLoveTrading/message/641658183</stembedurl></p><p>Another user predicted the stock price of Reddit to reach $300 price.</p><p><stembedurl>https://stocktwits.com/Bom_Jesus/message/641645269</stembedurl></p><p>Shares of Reddit have risen 61% over the past year.&nbsp;<br>&nbsp;</p>

The Reddit logo appears on the screen of a smartphone that rests on top of a laptop keyboard in Reno, United States, on November 28, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Reddit Down For More Than 100,000 Users Globally – Here’s Why?

Reddit said it is investigating elevated errors across reddit.com and native apps. It further added that a fix to the problem has been implemented.  

<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><p>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.</p><p>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.</p><p>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.</p><p>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.</p><h2 class="st-heading-2">Microsoft’s Commitment</h2><p>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.</p><p>“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.</p><p>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.</p><h2 class="st-heading-2">Trump’s Comments</h2><p>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.</p><p>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.</p><p>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.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>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.</p><p>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.</p><p><stembedurl>https://stocktwits.com/DamnTooHigh/message/641607210</stembedurl></p><p>&nbsp;</p><p>Shares of MSFT rose over 12% in the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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>ICE CEO Jeffrey Sprecher said stablecoins have “dollarized the world”, as they are denominated in US dollars.</li><li>Robinhood has launched 24/7 trading offering trading of selected stocks and exchange-traded funds.</li></ul><p>NYSE-parent, Intercontinental Exchange’s Chief Executive Officer said on Monday that the company is trying to catch up with firms like Robinhood on crypto and 24/7 trading markets.&nbsp;</p><p>“New York Stock Exchange, by law, has to close the stock exchange at four in the afternoon,” Jeffrey Sprecher said. “Robinhood has come out, and they're trading 24 hours a day, and a lot of that volume is coming from overseas, because all these overseas people, they all want to own the Magnificent Seven, and they all have dollars in an account, and it's like they're buying US stocks,” he added.&nbsp;</p><p>“These innovators have created twenty-four by seven markets, twenty-four by seven capital movements, and we're trying to catch up, much like the regulators, and figure out what this means for our business,” he said at Rotary Club of Atlanta.&nbsp;</p><h2 class="st-heading-2">Stablecoin Popularity</h2><p>Sprecher said that stablecoins have “dollarized the world,” as they are denominated in US dollars, prompting European central bank and UK central bank and even China to rush and launch their own stablecoin type currency.&nbsp;</p><p>Last year Intercontinental Exchange signed a memorandum of understanding with Circle, issuer of the world’s second-largest stablecoin, to explore integrating Circle’s products into its trading and clearing business.&nbsp;</p><p>Firms like Visa have launched stablecoin settlement in the United States as it gains popularity globally.&nbsp;</p><h2 class="st-heading-2">24*7 Trading Push</h2><p>NYSE has been planning to extend weekday trading on its NYSE Arca equities exchange to 22 hours a day on all weekdays, excluding weekends. Last month, Nasdaq also filed for a 23-hours a day trading for five weeks a day to U.S. Securities and Exchange, as demand from investors pile.</p><p>Robinhood has launched 24/7 trading offering trading of selected stocks and exchange-traded funds as it pushes to go beyond traditional Wall Street operating hours. It also introduced tokenized U.S. equities and exchange-traded funds (ETFs) on Arbitrum for its European Union customers.&nbsp;</p><p>Robinhood’s CEO had said that “Tokenization will unlock 24/7 markets, and once people experience it, they'll never go back,”.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around ICE trended in ‘bearish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares of Intercontinental Exchange have risen nearly 18% over the past year and shares of Robinhood have rallied more than 200%.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Traders work on the floor of the New York Stock Exchange (NYSE) on December 02, 2025 in New York City. After losing over 400 points on the first day of December, the market began to recover with the Dow up over 120 points in morning trading. 

NYSE-parent ICE’s CEO Jeffrey Sprecher Says ‘Trying To Catch Up’ With Firms Like Robinhood On 24/7 Markets

NYSE has been planning to extend weekday trading on its NYSE Arca equities exchange to 22 hours a day on all weekdays.

<ul class="summary-bullets"><li>The solution helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.</li><li>Teradyne earlier said it is opening a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.</li></ul><p>Teradyne Robotics shares rallied to all-time high on Tuesday after it unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.&nbsp;</p><p>The solution combines Robotiq’s PAL Ready palletizing cell with Teradyne Robotics’ unit Universal Robots’ UR20 robot arm, which is integrated into Siemens’ automation hardware and uses its new digital twin composer software, the company said in a statement. &nbsp;</p><p>It helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.&nbsp;</p><p>“Our work with Robotiq and Universal Robots exemplifies what can happen when you mix together advanced automation and real-time digital twins with the power of industrial AI,”said Stuart McCutcheon, global vice president of sales and customer success, Siemens.</p><h2 class="st-heading-2">U.S. Expansion</h2><p>Teradyne in December announced that it is expanding its operations in the United States. It said it will open a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.&nbsp;</p><p>The new U.S. Operations Hub will support the re-industrialization of America with advanced robotics. The company is seeking to support the evolving needs of American industry, including productivity, reshoring, upskilling, and increased automation to address workforce challenges and enhance global competitiveness.</p><p>“This new U.S. Operations Hub is a pivotal step to support the growth of advanced robotics in America and demonstrates our commitment to customers in the United States,” said Jean-Pierre Hathout, President of the Teradyne Robotics Group.</p><p>Teradyne already has a large robotics customer base in North America and a regional robotics office in Novi, Michigan. The company is based in North Reading, Massachusetts with its robotics Research and Development based in Denmark.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in Teradyne have surged nearly 69% in the past one year.&nbsp;<br>&nbsp;</p>

A boxing robot makes appearance at the opening ceremony of the 7th Beijing Academy of Artificial Intelligence (BAAI) Conference on June 6, 2025 in Beijing, China. 

Teradyne Shares Soars To All-Time High — What’s Driving The Rally?

Teradyne on Tuesday unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.

<ul class="summary-bullets"><li>Bank of America (BofA) put a $20.50 price target on the stock.</li><li>BofA viewed SoFi’s recent capital raise of $1.5 billion as a "modest positive".&nbsp;</li><li>Goldman Sachs analyst Michael Ng lowered the firm's price target on SoFi Technologies to $24 from $27.</li></ul><p><br>Shares of SoFi Technology (SOFI) slumped on Tuesday after Bank of America (BofA) said that the firm's capital raises have led to more questions about the potential for acquisitions as it resumed coverage on the stock with an ‘underperform’ rating.&nbsp;</p><p>BofA assigned a $20.50 price target on the stock. The firm told investors that SoFi completed its second capital raise of the 2025 in December, issuing 54.5 million shares for a total of $1.5 billion and viewed the capital raise as a "modest positive" as it provides ammunition to power continued growth, as per TheFly.</p><p>The analyst told investors in a note that the company's capital raises have led to more questions about its potential for acquisitions. Any deal is "likely to be smaller and more complementary than game changing," it added.&nbsp;</p><p>Goldman Sachs analyst Michael Ng lowered the firm's price target to $24 from $27. However, it maintained a ‘Neutral’ rating on the shares.</p><h2 class="st-heading-2">Top Choice Among Retail To Join S&amp;P 500&nbsp;</h2><p>SoFi topped the leaderboard of a <a href="https://stocktwits.com/news-articles/markets/equity/sofi-tops-retail-poll-for-s-and-p-500-inclusion-in-q1-its-next-earnings-decide-everything/cmxwmA8R4RC">Stocktwits poll</a> in partnership with Polymarket in the most likely pick for S&amp;P 500 benchmark index inclusion by March. 58% retail traders picked SoFi over MicroStrategy, which was chosen by 27% pollers.&nbsp;</p><p>Since December, news of SoFi’s inclusion in the index has kept investors gripped, as the company’s strong membership growth has been a key driver of its inclusion.&nbsp;</p><h2 class="st-heading-2">Earnings Incoming</h2><p><a href="https://stocktwits.com/symbol/SOFI">Sofi</a> is expected to post results for its fourth quarter (Q4) on Jan. 30 with Wall Street expecting the company to post revenue of $985.4 million and a profit of $0.12 per share, according to data from Fiscal.ai.</p><p>SoFi in its third quarter (Q3) results reported a net revenue of $950 million, beating analysts’ estimates of $895 million.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around SOFI trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.<br>One user called the stock ‘overpriced’ and other user predicted the stock to go down to $15.&nbsp;<br><stembedurl>https://stocktwits.com/BearishCandle/message/640968265</stembedurl></p><p><stembedurl>https://stocktwits.com/BearishCandle/message/640965174</stembedurl></p><p>Shares of SoFi have risen 72% in the past one year.&nbsp;<br>&nbsp;</p>

In this photo illustration, the SoFi Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SoFi Technology Shares are Down More Than 10% — What’s Driving The Sell Off?

Bank of America resumed coverage on the stock with an ‘underperform’ rating. 

<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;<br>&nbsp;</li></ul><p>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;</p><p>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;</p><p>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;</p><p>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.</p><p>"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.</p><p>"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;</p><p>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.</p><h2 class="st-heading-2">How Did Stocktwits User React?</h2><p>Retail sentiment around VST trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;</p><p>Get updates to this developing story directly on Stocktwits.</p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.<br><br>&nbsp;</p>

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>Stellant makes and designs high-power electronic components and subsystems for the aerospace and defense markets.</li><li>The closing of the transaction will be subject to regulatory approvals and customary closing conditions.</li><li>TransDigm CEO Mike Lisman said that the transaction is aimed at adding more products and services to its portfolio.</li></ul><p>Aircraft component maker TransDigm Group Incorporated (TDG) on Wednesday announced that it has entered into an agreement to buy Stellant Systems for about $960 million in cash, including certain tax benefits.</p><p>TDG shares traded more than 1% higher at the time of writing.</p><h2 class="st-heading-2">Acquisition Intent</h2><p>Stellant Systems was formed in October 2021 when private equity firm Arlington Capital Partners (ACP) acquired L3Harris Technologies' Electron Devices and Narda Microwave-West divisions, combining them into the new independent company. The company now makes and designs high-power electronic components and subsystems for the aerospace and defense markets. It is expected to generate about $300 million in revenue for the calendar year 2025.</p><p>TransDigm CEO Mike Lisman <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/transdigm-announces-acquisition-of-stellant-systems-inc-302651043.html">said</a> that the transaction is aimed at adding more products and services to its portfolio. The company currently designs, produces and supplies aircraft components for use on nearly all commercial and military aircraft in service today. &nbsp;</p><p>“As with all TransDigm acquisitions, we expect this acquisition to create equity value in-line with our long-term private equity-like return objectives," Lisman added. The closing of the transaction will be subject to regulatory approvals and customary closing conditions.</p><p>According to TransDigm, Stellant’s proprietary components have a strong presence across major aerospace and defense platforms and nearly all of the company's revenue is generated from proprietary products. Stellant employs about 950 people and has manufacturing locations in California, Pennsylvania, New York and Massachusetts.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around TDG stayed within the ‘neutral’ territory at the time of writing while message volume stayed at ‘low’ levels.</p><p><a href="https://stocktwits.com/symbol/TDG">TDG stock</a> has gained over 5% this year.&nbsp;</p><p>Read also: <a href="https://stocktwits.com/news-articles/markets/equity/uber-reportedly-in-talks-to-acquire-parking-app-spothero/cL7BXTpRECB">Uber Reportedly In Talks To Acquire Parking App SpotHero</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the TransDigm Group Incorporated (Trans Digm) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TransDigm Group To Buy Stellant Systems For $960M To Expand Aircraft Component Portfolio

Stellant is expected to generate about $300 million revenue for calendar year 2025.

Stellant is expected to generate about $300 million in revenue for the calendar year 2025.

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