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TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is actively discussed following its submission of a consolidated application for deep-sea polymetallic nodule mining to NOAA, a process now streamlined by updated US regulations. The community is highly bullish, interpreting this as a critical step towards commercialization and a national security imperative to secure vital minerals, with many anticipating rapid permit approval and significant share price upside. Talk of a potential short squeeze is also prevalent, as investors believe government support solidifies TMC's position as a key player in securing essential resources.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is generating significant buzz following news of a substantial government investment from the U.S., driving community excitement around a potentially much higher implied valuation and short squeeze opportunities. Further discussions highlight French government backing for a new rare earth facility in Europe, underscoring USAR's expanding role in securing critical mineral supply chains and reducing reliance on foreign sources.

Zoracles

Zoracles ($ZORA) is trending as the crypto community anticipates a significant market reversal and "ALT token coin season," driven by upcoming catalysts like the "Clarity Act," potential FED rate cuts, and government actions influencing broader market liquidity. Many investors are "loading up" and expressing strong conviction in its long-term growth, despite some recent stagnant price action. The token is closely watched for its correlation with Bitcoin's movements and its potential within the creator economy on Coinbase's Base app.

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.

Trump Media & Technology Group Corp. (DJT) is trending as intense public debate surrounds a recent controversial shooting involving federal agents in Minneapolis. This incident has sparked highly polarized discussions across social media regarding government actions, constitutional rights, and broader political tensions, significantly influencing sentiment around this politically associated company.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

The Vanguard Total Stock Market ETF is a focal point for market sentiment, as investors closely monitor how evolving government policy and trade dynamics influence the broader economy. Community discussions reflect a blend of anxiety over sustained economic pressures like inflation and job market shifts, alongside debates about indexing's enduring value amid sector-specific growth trends. This comprehensive fund remains a key indicator of the overall market's reaction to macro-level developments.

BYD Co., Ltd. engages in the research, development, manufacture, and sale of rechargeable batteries and photovoltaic business. It operates through the following segments: Rechargeable Batteries and Photovoltaic Products, Mobile Handset Components, Assembly Service and Other Products, and Automobiles and Related Products and Other Products. The Rechargeable Batteries and Photovoltaic Products segment is involved in the manufacture and sale of lithium-ion batteries and nickel batteries, photovoltaic products, and iron batteries products for mobile phones, electric tools, and other portable electronic instruments, photovoltaic products, energy storage products, and electric vehicles. The Mobile Handset Components, Assembly Service and Other Products segment focuses on the sale of mobile handset components such as housings, electronic components, assembly services, and medical protection products. The Automobiles and Related Products and Other Products segment consists of automobiles and auto-related moulds and components and automobile leasing and after sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on February 10, 1995 and is headquartered in Shenzhen, China.

BYD Co - Ordinary Shares - Class H

BYD Co

BYD Co is trending amid impressive Q4 earnings, strong Q1 guidance, and significant global sales growth that continues to outpace rivals, particularly in Europe. The company's aggressive expansion and innovative fast-charging technology are key talking points, fueling community discussion about its increasing dominance in the competitive EV market. Investors are closely watching BYD's strategic moves as it solidifies its position as a leading global electric vehicle manufacturer.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending as the market anticipates a Supreme Court tariff ruling expected to bolster its U.S.-manufactured, China-independent solar panels against imports, a critical advantage amidst rising global energy demand. Community discussions highlight FSLR's unique cadmium telluride technology and domestic supply chain as key assets for powering the rapidly expanding AI data center sector. Recent analyst upgrades and a robust earnings outlook, despite some volatility, are reinforcing its position as a favored clean energy play.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is trending amid heightened global geopolitical tensions and a proposed significant increase in the defense budget, driving investor interest in the aerospace and defense sector. The community is actively discussing recent major contract wins for missile defense and radar systems, anticipating continued strong demand. Despite some market volatility, sentiment remains largely bullish due to the company's strong positioning in critical defense technologies.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is actively discussed following multiple analyst upgrades and an optimistic outlook on its Vector AI platform's ad performance and market share gains. The community is bullish, emphasizing Unity's strategic partnerships and viewing recent dips as buying opportunities, while some speculate on potential meme stock interest and its competitive advantage over rivals.

iShares Ethereum Trust (The) - Undivided Beneficial Interest

iShares Ethereum Trust ETF

iShares Ethereum Trust ETF (ETHA) is a major focus as institutional adoption of Ethereum intensifies for real-world asset tokenization and network upgrades like Fusaka approach. The community is actively debating Ethereum's potential to significantly outperform Bitcoin, with many viewing current price levels as key accumulation opportunities ahead of anticipated catalysts and potential ETF staking developments.

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AMF Tjanstepension AB Buys New Shares in Oracle Corporation $ORCL

AMF Tjanstepension AB purchased a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange...

What TikTok's new owners mean for your feed

TikTok is officially under new ownership in the US, and that could spell big changes for the video-sharing app. On January 22nd, ByteDance - TikTok's Chinese parent company - and a group of investors...

Oracle's TikTok Win Isn't Social Media It's a Cloud Power Move

Strategic acquisition of a major equity stake in TikTok US cements Oracle as the primary landlord for one of the most data-intensive platforms in the world...

Oracle (NYSE:ORCL) Shares Gap Down - Should You Sell?

Oracle (NYSE:ORCL) Shares Gap Down - What's Next...

<ul class="summary-bullets"><li>Morgan Stanley said in a note to investors that while it sees Oracle’s GPU-as-a-Service as "a sizable revenue opportunity," the buildout will likely push its EPS below targets and increase its funding needs.&nbsp;</li><li>Morgan Stanley added that even after underperformance, it thinks the company’s own new, higher forecasts for funding needs and leverage are key risks not reflected in its credit spreads.</li><li>On Thursday, Trump said TikTok would continue to operate in the U.S. under a proposed joint venture, with Oracle being a key cloud infrastructure partner and investor.</li></ul>Oracle Corp. (ORCL) drew attention from retail investors on Friday after U.S. President Donald Trump confirmed in a social media post that TikTok would continue operating in the U.S.Trump said on Thursday that the social media platform would operate under a proposed U.S.-China joint venture, with Oracle <a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-eyes-another-day-in-the-green-thanks-to-tik-tok-s-us-revival-deal/cmybxeGR4Xx">being a key</a> cloud infrastructure partner and investor, owning 15% stake.However, Morgan Stanley on Friday lowered the price target on Oracle to $213 from $320. The analyst kept an ‘Equal Weight’ rating on the shares, according to TheFly. While the target represents a 20% upside from Oracle’s current $178 level, the analyst cut it back by 33%.<h2 class="st-heading-2">Morgan Stanley’s Rationale</h2>Morgan Stanley said in a note to investors that while it sees Oracle’s GPU-as-a-Service, or artificial intelligence infrastructure, as "a sizable revenue opportunity," its own analysis suggests that the buildout will likely push its earnings per share below targets as well as increase its funding needs.The analyst said that it also struggles to see a viable path to Oracle's EPS targets, which it has factored into the current share price and reduced price target. Oracle reported a $2.26 non-GAAP EPS for the second-quarter (Q2) 2026 and said it anticipates a 12-14% growth in non-GAAP EPS for the following quarter.Morgan Stanley added that even after underperformance, it thinks Oracle’s own new, higher forecasts for funding needs and leverage are key risks and are not reflected in its credit spreads. The analyst said that it recommends buying credit default swaps (CDS) and selling benchmark bonds.The analyst made no mention of the recent TikTok deal in its note to investors.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ORCL shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_10_15_57_PM_png_ddc3e06b43.webp" alt="On Stocktwits, retail sentiment around ORCL shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘extremely high’ message volumes." width="1296" height="173"></figure>One bullish user said the company’s stock would push past $180, and Trump’s support would raise it to over $190.<stembedurl>https://stocktwits.com/KnuckleSandwich/message/642691020</stembedurl>&nbsp;Shares of ORCL lost over 4% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

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

Oracle Just Sealed The TikTok Deal, So Why Did Morgan Stanley Cut Its Price Target?

The analyst lowered the price target on Oracle to $213 from $320 while maintaining an ‘Equal Weight’ rating on the shares. 

Equity

TikTok Announces Formation Of US Majority-Owned Joint Venture To Prevent Ban

TikTok Announces Formation Of US Majority-Owned Joint Venture To Prevent Ban Authored by Aldgra Fredly via The Epoch Times, TikTok said on Jan. 22 it has formed an American majority-owned joint...

TikTok closes deal to remain in the United States

TikTok's US arm has officially spun off from Chinese parent company ByteDance. A consortium of investors, including Oracle (ORCL), bought the business. Yahoo Finance Tech Editor Dan Howley outlines...

TikTok closes on Oracle-led US deal, Intel stock sinks on weak Q1 outlook

Morning Brief Anchor Julie Hyman breaks down the latest market news for January 23, 2026. TikTok has closed on a deal to divest its US business from its Chinese parent company ByteDance. The US arm...

This Is What Whales Are Betting On Oracle

JLB & Associates Inc. Has $46.37 Million Stake in Oracle Corporation $ORCL

JLB & Associates Inc. cut its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 6.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

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Earnings season is heating up, and several major companies report next week, including Microsoft, Apple, Tesla, and Meta. Which are you most excited for?

Which earnings report are you most excited for next week? 
 
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