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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.

Donald Trump's highly anticipated State of the Union address is driving significant speculative interest and intense political debate around DJT, with the community focused on his economic claims, character, and the broader political divide, anticipating increased volatility for the stock.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending due to record-breaking battery swap milestones, including surpassing 100 million total swaps and new daily highs, which is intensifying community debate around its unique business model, future profitability, and stock price movements often linked to claims of market manipulation.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULF is surging as its strategic pivot to AI/HPC data centers, coupled with expanding power infrastructure and heavy institutional interest, drives widespread community discussion of a short squeeze and potential new highs, particularly in light of recent policy-adjacent remarks on data center energy.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

Fuelcell Energy is trending due to renewed optimism for its fuel cell and carbon capture technology, positioned to meet the surging power demands of AI data centers following a significant strategic collaboration. The community is actively debating its potential for major contract wins against a backdrop of historical dilution concerns and calls for concrete execution from management.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following a sharp decline driven by concerns that Anthropic's AI tool for COBOL modernization could disrupt its core legacy software and consulting revenues. Despite these fears, a strong counter-narrative suggests the market has overreacted, emphasizing IBM's robust AI strategy, ongoing partnerships, and resilient mainframe business.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR Protocol is actively discussed for its leading position in the AI sector, including its NVIDIA Inception Program participation, and its expanding cross-chain utility through NEAR Intents. The community is noting institutional interest and recent tokenomics adjustments, driving a sentiment of accumulation despite market volatility.

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

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is a trending topic as its board reviews an enhanced acquisition offer from Paramount Skydance, which includes additional financial protections, triggering a matching period for Netflix's existing bid. The community is actively debating the merits of a fixed-value, all-cash proposal versus Netflix's current offer, amidst ongoing discussions about regulatory approvals and the future landscape of media consolidation.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF ($VTI) is generating significant discussion as a bellwether for the U.S. market, with investors observing strong inflows and its proximity to all-time highs. The community is weighing these positive signals against prevailing political and economic uncertainties, prompting ongoing debate about diversification and market direction.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is a top trending stock ahead of its crucial earnings report, where high expectations for AI sector growth collide with market concerns over increasing competition and the impact of ongoing geopolitical factors on China sales. Community discussion heavily revolves around the potential for a "blowout" quarter versus predictions of post-earnings price volatility, reflecting the market's dependence on its performance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is rallying following its Q4 earnings, which showed revenue growth and strong restaurant expansion, although community discussion is split over its high valuation, tempered same-store sales growth, and comparisons to Chipotle's financial metrics.

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Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now?

ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat

AMD shares sink 17% despite a Q4 earnings beat as a softer Q1 outlook spooks investors, pushing ETFs with heavy AMD exposure into focus. 

Should You Invest in the Invesco Semiconductors ETF (PSI)?

<ul class="summary-bullets"><li>On Wednesday, AMD announced the appointment of KC McClure, former Chief Financial Officer of Accenture, to its board of directors.</li><li>Bernstein raised the price target on the company to $225 from $200 while maintaining a ‘Market Perform’ rating on the shares.</li><li>Last week, AMD and Riot Platforms signed a data center lease and service agreement deal for Riot’s Rockdale data center.</li></ul>Shares of Advanced Micro Devices Inc. (AMD) gained over 6% on Wednesday morning, drawing significant retail attention amid a new board appointment, a price target update, and a recent data center lease agreement.Bernstein raised the price target on the company to $225 from $200 while maintaining a ‘Market Perform’ rating on the shares ahead of its quarterly results expected on Feb. 3.On Wednesday, AMD announced the appointment of KC McClure, former Chief Financial Officer of Accenture, to its board of directors.<h2 class="st-heading-2">Analyst Take</h2>Bernstein analyst Stacy Rasgon said the firm was adjusting its estimates to reflect better server and weaker PC assumptions, according to TheFly.The analyst said it now models AMD's fourth-quarter (Q4) 2025 at a revenue of $9.7 billion or earnings per share of $1.31, up from its previous estimate of $9.6 billion revenue and $1.30 EPS before, in line with street consensus.According to data from Fiscal.ai, the street expects a revenue of $9.61 billion for the quarter, based on 35 estimates, and an EPS of $1.31.<h2 class="st-heading-2">Board Appointment</h2>McClure will <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.amd.com/en/newsroom/press-releases/2026-1-20-amd-appoints-kc-mcclure-to-board-of-directors.html">join</a> AMD’s board from her recent role as a senior advisor to Accenture. Throughout her more than 37-year tenure at Accenture, McClure held multiple finance and accounting leadership roles, including overseeing financial operations and investor relations.“We are delighted to welcome KC to AMD’s Board of Directors,” said Dr. Lisa Su, AMD chair and CEO. “KC is a proven finance leader whose operating expertise and global perspective will be an asset as we execute our strategy and extend AMD’s leadership in high-performance and AI computing.”<h2 class="st-heading-2">Data Center Deal</h2>Last week, AMD <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">signed</a> a data center lease and service agreement deal with Riot Platforms Inc. (RIOT) for the latter’s Rockdale data center.As per the agreement, Riot’s data center will provide 25 megawatts (MW) of critical IT load capacity under a 10-year initial term. The agreement includes three five-year extension options.AMD will also get an option to expand the IT load capacity by 75 MW and a right of first refusal for an additional 100 MW, bringing total potential leased capacity to 200 MW. The initial deployment will leverage Riot’s existing infrastructure, with delivery expected in two phases in January 2026 and May 2026, under a modified gross lease with annual escalators.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">AMD shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user called the company the next trillion-dollar AI firm.<stembedurl>https://stocktwits.com/H2Now/message/642429916</stembedurl>&nbsp;Another bullish user predicted the company’s shares would rise to $300 in the next quarter. Shares of AMD were trading around $245 levels at the time of writing.<stembedurl>https://stocktwits.com/SqueezerOfTheShorts/message/642422234</stembedurl>&nbsp;Shares of AMD have doubled in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp; &nbsp;

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

What's Sending Advanced Micro Devices Shares Higher This Morning?

Advanced Micro Devices drew attention amid a new board appointment, a price target update, and a recent data center lease agreement. 

Equity

Strategic Semiconductor ETF Picks as China's Inflation Hits Three-Year High

China's inflation surge raises cost risks for global chipmakers, pushing investors toward US-leaning semiconductor ETFs like PSI.

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Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.

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Invesco Capital Management LLC - Invesco Semiconductors ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

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

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