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JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan is a major talking point after its recent strong quarterly performance, which beat analyst expectations and was underpinned by solid results across its diverse business units. Community discussion also centers on CEO Jamie Dimon's optimistic assessment of U.S. economic resilience, alongside the strategic Apple Card portfolio transition, though some are actively debating the potential impact of proposed credit card interest rate caps on the broader financial sector.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is a trending topic following the completion of a significant $1 billion offering to a single institutional investor at a premium, sparking widespread speculation about major strategic acquisitions and accelerated growth. The community is actively discussing upcoming investor events and the company's strong positioning for potential large government contracts in the rapidly expanding drone and counter-drone defense sector, fueling expectations for substantial future upside.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is trending due to a strong quarterly earnings report that largely exceeded expectations, coupled with an optimistic outlook for the coming year. The community highlights the company's successful premium and loyalty strategy, driving robust revenue growth and reinforcing its leadership within the resilient travel sector.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently trending with immense bullish sentiment, as the 'Spacemob' community eagerly anticipates updates on key satellite deployments and future launch schedules, alongside the deepening of strategic partnerships with major global telecom and space entities. Discussions highlight ASTS's patented direct-to-device technology as a disruptive force, positioning it uniquely within the rapidly evolving space and defense communication sector, and sparking fierce debate between long-term holders eyeing significant future growth and persistent short interest.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas (BOIL) is heavily discussed amid a significant sell-off in natural gas prices, primarily due to warmer-than-anticipated winter weather forecasts reducing heating demand and contributing to an oversupplied market. The community is sharply divided, with many lamenting substantial losses and alleging market manipulation, while a determined subset anticipates a colder shift and potential short squeeze despite the ETF's inherent decay.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is a focal point of discussion, with its stock frequently consolidating around the low $30s amidst a surging AI sector and upcoming earnings. The community is split, with bulls highlighting the company's substantial projected revenue growth, key partnerships for AI infrastructure, and a recent credit facility as signs of deep undervaluation. Conversely, bears remain concerned about margin pressures, past accounting issues, and perceived management shortcomings, contributing to intense debate over the stock's delayed breakout despite broad market strength.

L3Harris Technologies, Inc. engages in the provision of defense and commercial technologies across the air, land, sea, space, and cyber domains. It operates through the following segments: Space and Airborne Systems, Integrated Mission Systems, Communication Systems, and Aerojet Rocketdyne. The Space and Airborne Systems segment provides full mission solutions as a prime and subsystem integrator in the space, airborne and cyber domains. The Integrated Mission Systems segment focuses on the differentiated mission capabilities and prime systems integration for the air, land and sea domains. The Communication Systems segment enables warfighters across all domains with solutions critical to mission success even in the most contested environments. The Aerojet Rocketdyne segment includes propulsion, power and armament products and systems to U.S. government, including the DoD, National Aeronautics and Space Administration (“NASA”) and major aerospace and defense prime contractors. The company was founded in 1890 and is headquartered in Melbourne, FL.

L3Harris Technologies Inc

L3Harris Technologies is trending amid plans for an IPO of its Missile Solutions unit, sparking community discussion about defense tech growth opportunities. This move, coupled with recent major contract wins for advanced missile tracking and electronic warfare systems, and a strategic partnership with Palantir, positions the company strongly within the burgeoning global defense spending and high-tech military landscape.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Nano Nuclear Energy is actively discussed amidst a burgeoning nuclear sector, fueled by urgent AI data center power demands and favorable regulatory tailwinds. The company is trending following recent milestones, including a federal lawsuit dismissal, acquisition news, commencement of drilling for its KRONOS microreactor, and substantial institutional investment, though community debate on its valuation and dilution persists. Investors are closely watching its progress in developing microreactors to address the critical need for clean, reliable energy solutions.

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.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics (TVTX) is trending due to intense investor speculation surrounding an upcoming FDA decision for its kidney therapy, FILSPARI, in Focal Segmental Glomerulosclerosis (FSGS). The community is sharply divided, with discussions fueled by notable insider selling and recent FDA requests for additional data, leading some to predict a regulatory setback while others aggressively buy the dip, anticipating a potential first-ever approval for FSGS.

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<ul class="summary-bullets"><li>The economist outlined that several factors are contributing to the U.S. economy’s resilience.</li><li>This includes a shift in immigration policy under the Trump administration, which has reduced the influx of less-productive labor, thereby lifting average output per worker.</li><li>Siegel added that firms are focusing on investing in technology and process efficiency amid a labor shortage.</li></ul>Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business, on Tuesday stated that the U.S. economy’s better-than-expected performance in the third quarter (Q3) is a sign of more efficient growth.“The macro message is clear. The U.S. economy is growing faster than expected, productivity is accelerating, and inflation pressures remain contained,” he said. “This is not a late-cycle stagnation story; it is a recalibration toward more efficient growth.”Siegel also highlighted the fact that the Federal Reserve Bank of Atlanta revised its fourth-quarter (Q4) GDP estimate to 5.4%, up sharply from under 3%. He characterized it as a “real shock.”<h2 class="st-heading-2">‘Exceptionally Strong Real Growth’</h2>The economist also touched upon the reasons behind the U.S. economy delivering a strong performance for the second straight quarter. Data from the Commerce Department showed that the U.S. GDP grew 3.8% in Q2, compared to Wall Street estimates of 2.5%.Siegel noted that the Atlanta Fed’s GDP estimate for Q4 implies “exceptionally strong real growth” even as employment gains remain modest, and the negative impact of the U.S. government shutdown percolates through the economy.“That arithmetic points to a powerful productivity surge, one of the strongest we’ve seen outside of post-recession rebounds,” Siegel said.<h2 class="st-heading-2">What’s Boosting The U.S. Economy?</h2>The economist outlined that several factors are contributing to the U.S. economy’s resilience.This includes a shift in immigration policy under the Trump administration, which has reduced the influx of less-productive labor, thereby lifting average output per worker. He added that firms are focusing on investing in technology and process efficiency amid a labor shortage.“Whether or not AI is fully showing up in the data yet, the productivity numbers are undeniable, and they are exactly what the economy needs to grow without reigniting inflation. This backdrop is extraordinarily supportive of profit margins,” he added.<h2 class="st-heading-2">Advice For Investors</h2>Siegel maintained that he remains constructive on equities, while adapting a selective approach. He cautioned that AI is competitive and that margins are unlikely to expand indefinitely.The economist noted that he would not be surprised if major tech names deliver modest gains while small caps and non-tech cyclical stocks deliver double-digit returns this year.“For investors, this backdrop argues for staying overweight equities, broadening exposure beyond the most crowded names, and preparing for a 2026 environment where earnings growth, not multiple expansion, does most of the work,” he noted.Meanwhile, U.S. equities declined in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down by 0.15%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 0.24%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.13%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) edged up by 0.01% at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lhx-stock-takes-off-pre-market-after-l3harris-announces-rocket-motor-spin-off-with-1-billion-pentagon-backing/cmUXPC2R44Z">LHX Stock Takes Off Pre-Market After L3Harris Announces Rocket Motor Spin-Off With $1 Billion Pentagon Backing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

American flag and cash dollar bills - Economics chart (USA, money, economy, inflation, elections, tariffs, government (Photo Courtesy of Javier Ghersi via Getty Images)

Wharton’s Jeremy Siegel Rejects Stagflation Fears, Stays Overweight US Equities: ‘This Is Not A Late-Cycle Stagnation Story’

Siegel called it a “real shock” that the Atlanta Fed dramatically lifted its Q4 GDP estimate to 5.4% from under 3%.

Equity

<ul class="summary-bullets"><li>The 11 bankers stressed the importance of the independence of central banks to the country’s economy, calling it a “cornerstone” of price, financial, and economic stability in the interests of the citizens they serve.</li><li>They called for preserving this independence by respecting the rule of law and maintaining democratic accountability.</li><li>At the heart of the DOJ’s criminal investigation into Fed Chair Powell is a $2.5 billion renovation of the Fed’s Eccles Building.</li></ul>Jerome Powell found support from central bankers worldwide after the U.S. Department of Justice launched a criminal investigation into the Federal Reserve Chair.“We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell,” said 11 central bankers in a joint statement.These bankers include Christine Lagarde, President of the European Central Bank, Andrew Bailey, Governor of the Bank of England, and Erik Thedéen, Governor of Sveriges Riksbank, among others.<h2 class="st-heading-2">What Did The Bankers Say?</h2>The 11 bankers stressed the importance of the independence of central banks to the country’s economy, calling it a “cornerstone” of price, financial, and economic stability in the interests of the citizens they serve.They called for preserving this independence by respecting the rule of law and maintaining democratic accountability.“Chair Powell has served with integrity, focused on his mandate and an unwavering commitment to the public interest. To us, he is a respected colleague who is held in the highest regard by all who have worked with him,” the joint statement said.<h2 class="st-heading-2">What Is Powell Being Investigated For?</h2>At the heart of the DOJ’s criminal investigation into Fed Chair Powell is a $2.5 billion renovation of the Fed’s Eccles Building.In July 2025, Rep. Anna Paulina Luna announced that she had referred Powell to the DOJ for potential perjury connected to his testimony about the Fed headquarters renovation project.Reacting to the probe, Powell warned that its outcome would determine whether the central bank could set monetary policy going forward, or whether it would instead be directed by political pressure or intimidation.“The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public, rather than following the preferences of the President,” he said.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nbcnews.com/politics/donald-trump/trump-denies-involvement-doj-fed-subpoena-jerome-powell-rcna253526">interview</a> with NBC News on Sunday, President Donald Trump denied knowledge of the investigation. “I don’t know anything about it, but he’s certainly not very good at the Fed, and he’s not very good at building buildings,” Trump said.Fed Chair front-runner and White House National Economic Council Director Kevin Hassett on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hassett-respect-fed-independence-doj-criminal-investigation-jerome-powell/cmUa2GWR4Eh">Monday said that</a> the renovation plans for the Fed building look inconsistent with Powell’s testimony, while holding himself back from giving a definitive opinion about whether the Fed Chair committed perjury.“I hope everything turns out okay with Jay,” he said.Meanwhile, U.S. equities declined in Tuesday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down by 0.14%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) fell 0.26%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.1%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) edged up by 0.01% at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wharton-jeremy-siegel-us-economy-stagflation-more-efficient-growth/cmUX5e9R44n">Wharton’s Jeremy Siegel Rejects Stagflation Fears, Stays Overweight US Equities: ‘This Is Not A Late-Cycle Stagnation Story’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Fed Chair Jerome Powell Draws Support From Global Central Bankers Amid Trump DOJ Scrutiny

Heads of the European Central Bank, the Bank of England, and Sveriges Riksbank on Tuesday came out in support of Powell.

TRB Advisors LP Buys Shares of 30,000 Invesco QQQ $QQQ

TRB Advisors LP purchased a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities...

Decker Retirement Planning Inc. Sells 10,684 Shares of Invesco QQQ $QQQ

Decker Retirement Planning Inc. reduced its stake in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 99.3% during the 3rd quarter, according to its most recent disclosure with the Securities and...

<ul class="summary-bullets"><li>The report said the trade deal would include commitments from TSMC to invest more in setting up fabs in the U.S.&nbsp;</li><li>TSMC is the world’s biggest contract chip manufacturer and a key vendor to Nvidia and Apple.</li><li>The Taiwanese giant already has one fab in the U.S. and is building four more.</li></ul>U.S.-listed shares of Taiwan Semiconductor Manufacturing Co.&nbsp;gained 0.2% in early premarket on Tuesday amid reports that the U.S. is close to completing a trade deal with Taiwan.The New York Times&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-taiwan-close-in-on-trade-deal-tsmc-pledges-more-chip-plants-in-america-report/cmUaEwaR4EF">reported</a> on Monday that the deal involves the U.S. lowering tariffs on the island nation to 15% – in line with the rates on Japan and South Korea – and commitments from TSMC to invest significantly more in the U.S.<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> had gained 2.5% on Monday, bringing its year-to-date gains to over 9%; shares gained 54% over 2025. On Stocktwits, the retail sentiment shifted to ‘bullish’ as of early Tuesday, from ‘neutral’ the prior day.<h2 class="st-heading-2">Complicated Geopolitical Situation</h2>TSMC is the world's largest contract chip manufacturer and a key vendor to Nvidia and Apple. Given its unique position, any disruption in its business or trade pipeline has ripple effects across the world and sectors, such as electronics, cars, and weaponry – as was seen during the COVID-19 pandemic.Meanwhile, Taiwan's autonomy is another issue of concern for businesses and lawmakers. Beijing has long asserted that Taiwan belongs to China and should one day be brought under Chinese control. China recently conducted live-fire drills around the island, raising the possibility of an invasion.In fact, China has reportedly advised European countries not to host Taiwanese officials, citing European Union laws and regulations, according to a Guardian&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theguardian.com/world/2026/jan/13/china-europe-pressure-block-taiwanese-politicians-visas">report</a>.The nexus is further complicated by the U.S. and China’s push to outpace each other in AI capabilities. Under the Joe Biden administration, the U.S. banned exports of advanced chips to China, while a more recent on-again, off-again stance on certain China-approved chips has added uncertainty – particularly for Nvidia.<h2 class="st-heading-2">US-Taiwan Deal Details</h2>As part of the reported U.S.-Taiwan trade deal, TSMC would commit to building at least five more semiconductor facilities, or fabs, in Arizona, roughly doubling the number of plants it has in the state, sources told the NYT.The company opened its first fab in 2020 and is working on a second one that would open in 2028. It had promised to build four more in the coming years, but as part of the U.S.-Taiwanese trade talks, it agreed to add at least five more.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-rises-premarket-after-quelling-china-fears-over-h200/cmUXbuKR44X">Nvidia Stock Rises Premarket After Quelling China Fears Over H200 Chip Sales</a>&nbsp;

2024 World Semiconductor Congress in Nanjing

Why Is Taiwan Semiconductor Stock Rising Premarket Today?

An NYT report says the U.S. is close to completing a trade deal with Taiwan, where TSMC is based.

<ul class="summary-bullets"><li>Nvidia clarified that it has not asked Chinese customers to pay up front for its H200 chips, as Reuters reported earlier.</li><li>Retail investors saw Nvidia’s comment as a positive signal and speculated that the company could be close to resuming sales.</li><li>The technology trade dispute has been a years-long issue between Washington and Beijing, which has hammered Nvidia’s business in China.</li></ul>Shares of Nvidia Corp.&nbsp;rose 0.4% in the early premarket session on Tuesday, amid a bullish signal regarding its China business.The&nbsp;AI chipmaking giant refuted an earlier&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-eyes-another-day-in-the-green-whats-powering-it-premarket/cmUbTENR4Pi">report</a> claiming it was asking Chinese customers for complete upfront payments for its H200 chips, even as regulatory issues have kept those sales on pause.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/nvidia-says-no-upfront-payment-needed-its-h200-chips-2026-01-13/">response</a> to Reuters, which broke the story, an Nvidia spokesperson said the company “would never require customers to pay for products they do not receive."<h2 class="st-heading-2">Retail’s Reaction</h2>On Stocktwits, retail investors view Nvidia’s clarification as a positive signal, fueling speculation that Beijing is close to re-allowing H200 sales. In recent weeks, reports have emerged forecasting China’s imminent approval, while Nvidia’s management&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huangs-nvidia-ces-keynote-disappoints-gene-munster-but-he-says-dont-read-into-it/cmxwFnxR4TE">told analysts</a> at the CES trade show that Chinese demand for its chips remained strong despite uncertainties.&nbsp;“Making H200 chips easier to grab = massive U.S. sales to China + global AI dominance. Let's go!” a user commented.&nbsp;<stembedurl>https://stocktwits.com/lilliandsmcgrath/message/641616372</stembedurl>Retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>, however, climbed a few notches lower in the ‘bullish’ zone as of early Tuesday, as compared to the previous day.&nbsp;<h2 class="st-heading-2">China Uncertainty</h2>Nvidia’s sales in China have now been upset for years amid U.S.-China diplomatic and trade tensions. The Biden administration had banned the export of advanced AI chips to China, but President Donald Trump reversed that policy last month, allowing H200 sales with a 25% fee paid to the U.S. government.&nbsp;Previously, Nvidia had to write down $5.5 billion in inventory after the Trump administration expanded the ban to include Nvidia’s H200 chip, the most powerful processor the company was previously allowed to sell in China.The China holdup remains a major issue for Nvidia investors; pending a clear or official signal, the stock has declined about 11.3% since its lifetime high of $206.88 on Nov. 3.<h2 class="st-heading-2">Latest Developments</h2>In other news, Nvidia on Monday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-lilly-team-up-for-1b-drug-ai-lab/cmUa2w0R4EK">announced</a> a collaboration with drug giant Eli Lilly for a new AI lab for advanced drug development. It also announced a collaboration with the life sciences tools company Thermo Fisher and launched new models in its BioNeMo program, an open development platform for AI-driven biology and drug discovery projects.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-alibaba-stock-falling-premarket-today/cmUXbguR44Q">Why Is Alibaba Stock Falling Premarket Today?</a>

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

Nvidia Stock Rises Premarket After Quelling China Fears Over H200 Chip Sales 

New developments suggest Nvidia could be close to resuming H200 sales in China.

<ul class="summary-bullets"><li>Investors remain cautious as the first major earnings reports of 2026 collide with high-stakes inflation data.</li><li>For JPMorgan, Wall Street analysts expect total revenue of $46.25 billion and earnings per share of $5.02 in the fourth quarter, according to data compiled by Fiscal AI.&nbsp;</li><li>Nvidia has reportedly clarified that&nbsp;it does not require upfront payments for H200 chips</li></ul>U.S. stock futures&nbsp;were slightly lower early Tuesday morning as Wall Street&nbsp;braced for December CPI data and the official kickoff of&nbsp;another earnings season, with JPMorgan&nbsp;due to report&nbsp;before the&nbsp;opening bell. It sets the stage for earnings reports by Bank of America, Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley throughout the week.&nbsp;As of 3:30 a.m. ET on Tuesday, Nasdaq 100 futures and the Russell 2000 futures traded 0.1% lower, while the S&amp;P 500 futures and Dow futures were flat with a negative bias.On Stocktwits, however, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, remained ‘neutral’, down from ‘bullish’ last week. While sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has moved to ‘bullish’ levels amid high message volumes.&nbsp;Trending Stocks To Watch JPMorgan Chase (JPM): Shares are in focus ahead of their premarket earnings release. For the fourth quarter, Wall Street analysts are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/all-eyes-on-jpm-as-big-banks-enter-earnings-season-with-trump-credit-card-rate-cap/cmUQvxDR444">expecting</a> a total revenue of $46.25 billion and earnings per share of $5.02, according to data compiled by Fiscal AI. Investors will be watching for any commentary around the credit card business after President Trump proposed a 10% cap on credit card interest rates starting January 20.&nbsp; Microsoft (MSFT), Amazon (AMZN), Oracle (ORCL):&nbsp;Trump&nbsp;<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> on Monday that tech giants must pay for their own energy costs to cover the massive energy needs of AI data centers, shielding consumers. The President said he has "much to announce in [the] coming weeks."&nbsp; Nvidia (NVDA):&nbsp;The chipmaker has reportedly clarified that&nbsp;it does not require upfront payments for H200 chips, responding to rumors of stringent terms in China. Alphabet (GOOGL):&nbsp;Shares briefly hit the historic $4 trillion market cap milestone on Monday after Apple (AAPL) reportedly selected Gemini to power its AI-enhanced Siri. AbbVie (ABBV):&nbsp;The pharma major has&nbsp;secured tariff exemptions and pricing protection in exchange for a massive $100 billion US R&amp;D commitment. BlackRock (BLK): Reports suggest that it is looking to cut 1% of staff to pivot resources toward its $12B private credit acquisition (HPS Investment Partners). Some other tickers trending on Stocktwits at the time of writing were American Battery Technology Company (<a href="https://stocktwits.com/news-articles/markets/equity/abat-stock-is-already-up-50-in-january-retail-traders-see-winning-lottery-ticket/cmUQu5SR44P">ABAT</a>), PayPal Holdings (PYPL), Lilly &amp; Co (LLY), Duolingo (DUO), and Taiwan Semiconductor Manufacturing Co (TSMC) Other Catalysts To Watch On the economic front, investors are looking ahead to the release of December's Consumer Price Index (CPI) before the bell. Any upside surprise could toughen the Fed’s stance on rates heading into the new year, amid a DoJ probe into Fed Chair Jerome Powell. Apart from this, the new home sales data and the Treasury’s buyback announcement may move housing- and interest-rate-sensitive stocks.&nbsp; On the earnings radar, apart from JPM, Delta Air Lines (DAL), BNY Mellon (BK), and UnitedHealth (UNH) also report earnings before the market opens. Investors will also be watching for the quarterly report from Anixa Biosciences (ANIX), Park Aerospace (PKE), and Phoenix Education Partners (PXED) after hours today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Edge Lower Ahead Of CPI, JPMorgan Earnings: Why MSFT, NVDA, ABBV, ABAT Are Also On Traders' Radar Today

Retail sentiment remained mixed on Stocktwits, with a neutral view on SPY but growing bullishness around QQQ. 

Invesco QQQ $QQQ is American Financial Advisors LLC's Largest Position

American Financial Advisors LLC boosted its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 18.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The...

The Google logo on a smartphone screen. (Photo Illustration by Costfoto/NurPhoto via Getty Images)

Alphabet Joins Coveted $4T Club Powered By AI Strength; Nvidia Leads, Apple’s Out

Search and AI giant’s stock rose 1% on Monday, and is up 6% already in the new year. 

Alphabet Stock Joins Elite $4 Trillion Club As Apple’s AI Bet Crowns Google The Kingmaker 

Search and AI giant’s stock rose 1% on Monday, and is up 6% already in the new year. 


<ul class="summary-bullets"><li>The President of the Federal Reserve Bank of New York said underlying inflation trends have been pretty favorable, and he sees no signs of broader inflationary pressures.</li><li>Williams said that he sees real GDP growth between 2.5% to 2.75% in 2026.</li><li>Williams said that the tariffs have meaningfully increased U.S. prices of imported goods, although the full effects have likely not yet been felt.&nbsp;</li></ul>John Williams, President of the Federal Reserve Bank of New York, said on Monday that he sees no near-term reason to cut interest rates.&nbsp;“Monetary policy is now well positioned to support the stabilization of the labor market and the return of inflation to the FOMC’s longer-run goal of 2%,” he <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.newyorkfed.org/newsevents/speeches/2026/wil260112">said</a> in a written speech prepared for delivery at the Council on Foreign Relations in New York.&nbsp;According to data from the CME FedWatch tool, there is a 95.6% probability of the Fed holding interest rates steady at the current 3.50% to 3.75% in the next policy meeting.Wiiliams said that he expects a healthy economy in 2026 and added that the interest-rate-setting Federal Open Market Committee has moved the modestly restrictive stance of monetary policy closer to neutral.&nbsp;He expects GDP growth in the U.S. to pick up in 2026 and sees the real GDP growth between 2.5% to 2.75% which is expected to be fueled by tailwinds from fiscal policy, favorable financial conditions, and increased investments in artificial intelligence.&nbsp;<h2 class="st-heading-2">Inflation</h2>Williams said that “the tariffs have already meaningfully increased U.S. prices of imported goods, although the full effects have likely not yet been felt.” Inflation is likely to peak sometime in the first half of 2026 as the full effects of tariffs are felt, he added.&nbsp;He estimates that the increase in tariffs to date has contributed around one half of a percentage point to the current inflation rate of about 2.75%. Tariffs aside, underlying inflation trends have been pretty favorable, and he sees no signs of broader inflationary pressures.<h2 class="st-heading-2">Cooling Labor Market</h2>Williams said the labor market continued to cool during 2025, with labor demand not keeping up with supply. Over the course of last year, the unemployment rate moved up, and ended the year at 4.4%.Nonfarm payrolls rose lower than expected by 50,000 in December, according to the latest <a href="https://stocktwits.com/news-articles/markets/equity/us-jobs-employment-report-december-2025/cmU2hD6R4dW">report</a> from the Bureau of Labor Statistics (BLS). Analysts had expected an addition of 73,000 payrolls during the month.&nbsp;<h2 class="st-heading-2">Market Reaction</h2>U.S. equities were largely unchanged in Monday’s after-hours trading after ending the day in green. At the time of writing, the SPDR S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/SPY">SPY)</a>, which tracks the S&amp;P 500 index, was largely unchanged after closing 0.16% higher at the end of the day. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.The Invesco QQQ Trust ETF (<a href="https://stocktwits.com/symbol/QQQ">QQQ</a>) was also unchanged after ending the day 0.08% higher, while the SPDR Dow Jones Industrial Average ETF Trust (<a href="https://stocktwits.com/symbol/DIA">DIA</a>) declined 0.09% in after-market hours after closing 0.18% higher. &nbsp;

John C. Williams, President and CEO of the Federal Reserve Bank of New York, speaks at the Milken Institute's Global Conference on May 6, 2024 in Beverly Hills, California. (Photo by Apu Gomes/Getty Images)

Fed’s Williams Sees No Near-Term Reason To Cut Rates, Expects Inflation To Peak In H1 Of 2026

Fed’s John Williams said he expects a healthy economy in 2026, adding that the interest-rate-setting Federal Open Market Committee has moved the modestly-restrictive stance of monetary policy closer to neutral.

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Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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Traders are skeptical of the market's organic growth, frequently noting rapid "V" shaped recoveries, instant dip buying, and programmed algorithms fueling seemingly manipulated rallies regardless of news.

High anticipation surrounds tomorrow's CPI data release, with many expecting a low number or market pumps regardless of the outcome, suggesting an "everything priced in" mentality or outright manipulation.

President Trump's immediate imposition of a 25% tariff on countries trading with Iran sparks concerns about trade wars and potential economic volatility, particularly concerning China.

The market remains driven by mega-cap tech, as seen with Alphabet joining the $4T club, Nvidia's AI dominance, and Apple's new AI deals with Google, underpinning continued growth expectations.

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