SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

A sharp price correction in iShares Silver Trust is driving conversation around alleged market manipulation and a notable disconnect between paper prices and robust global physical demand. The community is grappling with extreme volatility and debating potential further downside against strong long-term fundamentals.

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 undergoing a sharp selloff with massive liquidations, igniting fierce debate as investors either panic-sell or aggressively buy the dip, all while its "store of value" narrative is challenged amid broader market uncertainty.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid intense debate as a rapid "V-shaped" recovery in Nasdaq futures continues to reward "dip buyers," frustrating many who observe significant sell-offs in cryptocurrencies and precious metals, prompting questions about the broader tech market's underlying strength and the sustainability of its rallies.

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.

Oracle Corp.

Oracle is actively discussed after announcing plans to raise up to $50 billion via debt and equity to fund a massive cloud infrastructure buildout, driven by contracted demand from major AI and cloud clients. While many investors express concern over potential dilution and the financial strain of large-scale AI investments, others view this as a strategic move to cement Oracle's long-term role in the booming AI sector.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is sparking intense community debate following news of being fully financed through Q1 2027. Investors are highly divided between anticipating another parabolic short squeeze, recalling its history of extreme volatility, and expressing concerns over potential dilution in the current market, positioning it as a high-risk play.

Spore.fun is an innovative, AI-driven experiment in decentralized evolution, where autonomous agents compete, survive, and reproduce. Inspired by natural selection, successful agents create wealth, lease TEE (Trusted Execution Environment) servers, and pass their “DNA” to future generations. By fusing AI-generated value creation and community-driven growth, SPORE represents a new paradigm in autonomous economic ecosystems. Picture an evolutionary “Hunger Games” for AI on the blockchain.

Spore 

Spore Crypto is trending as its NFT marketplace launch and recent token burn spark renewed interest and hopes for significant gains, with the community actively discussing price surges while seeking clarity on inconsistent price tracking and trade execution across various platforms.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing significant attention due to intense community speculation about a potential multi-billion dollar Amazon Web Services deal for its Sweetwater campus, solidifying its transition to an AI infrastructure leader. Despite recent market and Bitcoin volatility, investors are actively buying dips, anticipating strong earnings and further growth in its high-power data center capacity.

Sprott Physical Silver Trust - Units

Sprott Physical Silver Trust ET

PSLV is seeing intense discussion after a sharp price movement that many in the community attribute to institutional attempts to manipulate the paper silver market, allegedly to cover short positions and accumulate physical assets. Despite the volatility, investors are actively accumulating, citing a growing global shortage of physical silver driven by industrial demand, critical export restrictions, and a perceived decoupling of physical from paper prices, all pointing to significant potential upside.

Elong Power Holding Ltd. engages in the research and development, manufacturing, sales and service of high-power lithium-ion batteries for electric vehicles and construction machinery, as well as large-capacity, long-cycle lithium-ion batteries for energy storage systems. The company was founded on August 18, 2023 and is headquartered in Ganzhou, China.

Elong Power Holding Ltd. - Ordinary Shares - Class A

Elong Power Holding Limited

Elong Power Holding Limited ($ELPW) is trending after a multi-thousand percent surge, fueled by retail trader interest in this low-float battery manufacturer. The community is actively debating its potential as a short-squeeze candidate against warnings of a pump-and-dump, drawing comparisons to other recent volatile micro-cap plays.

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 trending intensely as Bitcoin's price dips below Michael Saylor's average cost, sparking widespread community debate regarding the company's financial stability, potential shareholder dilution, and the broader implications for its Bitcoin accumulation strategy amid volatile crypto markets.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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SPDR S&P 500 ETF

Apple Inc.

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<ul class="summary-bullets"><li>The latest approval marks the twelfth indication for Darzalex Faspro and fifth in newly diagnosed multiple myeloma.</li><li>The approval is based on results from a trial which enrolled 395 patients and showed that a higher percentage of patients achieved minimal residual disease (MRD)-negativity with the combination.&nbsp;</li><li>Earlier this month, Johnson &amp; Johnson reported oncology segment sales of $25.38 billion, marking growth of 22.1% year-on-year.</li></ul>Shares of Johnson &amp; Johnson (JNJ) rose 1.5% on Tuesday after the U.S. Food and Drug Administration (FDA) approved its cancer drug in combination with others in certain multiple myeloma patients.FDA <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.fda.gov/drugs/resources-information-approved-drugs/fda-approves-daratumumab-and-hyaluronidase-fihj-bortezomib-lenalidomide-and-dexamethasone-newly">approved</a> Darzalex Faspro in combination with bortezomib, lenalidomide, and dexamethasone (VRd) for adults with newly-diagnosed multiple myeloma who are ineligible for autologous stem cell transplant (ASCT).The combination was previously approved in the treatment of patients who are newly diagnosed with multiple myeloma and eligible for ASCT.<h2 class="st-heading-2">Latest Approval</h2>The latest approval marks the twelfth indication for Darzalex Faspro and fifth in newly-diagnosed multiple myeloma.The approval is based on results from a trial which enrolled 395 patients and showed that a higher percentage of patients achieved minimal residual disease (MRD)-negativity with the combination as compared to VRd alone at 22 months. MRD-negativity indicates that highly sensitive tests cannot detect any cancer cells in a patient’s bone marrow.Darzalex Faspro is a prescription medicine approved by the FDA in May 2020 and used to treat adult patients with multiple myeloma alone or in combination with other drugs. In November, the FDA also approved it as a single-agent treatment for adult patients with high-risk smoldering multiple myeloma, making it the first and only treatment for the disease.Multiple myeloma is a blood cancer arising from plasma cells in the bone marrow, causing them to grow uncontrollably, destroy bone, and impair immune function by producing abnormal proteins (M protein). Symptoms include bone pain (especially back or ribs), fatigue, weakness, kidney issues, and frequent infections. It is the second most common blood cancer worldwide.<h2 class="st-heading-2">JNJ’s Oncology Pipeline</h2>Earlier this month, Johnson &amp; Johnson reported oncology segment sales of $25.38 billion, marking growth of 22.1% year-on-year, and accounting for about 27% of the company’s overall sales. Darzalex revenue alone increased 95.9% to 1.89 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around JNJ stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/JNJ">JNJ stock</a> has gained 47% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-brand-value-reportedly-took-a-dive-in-2025/cmyOTliR4LF">Tesla’s Brand Value Tanked In 2025 — Consulting Firm Thinks Musk’s Politics Could Have Played A Role</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Johnson & Johnson logo seen displayed on a monitor. (Photo Illustration by Valera Golovniov/SOPA Images/LightRocket via Getty Images)

JNJ Stock Rises On Fresh FDA Approval For Multiple Myeloma Drug

FDA approved Darzalex Faspro in combination with bortezomib, lenalidomide, and dexamethasone for adults with newly diagnosed multiple myeloma who are ineligible for autologous stem cell transplant. 

Equity

<ul class="summary-bullets"><li>The new layoffs are in addition to the 1000 corporate jobs cuts announced last summer, the report noted.</li><li>CEO Elliott Hill said in December that the company is in the “middle innings” of a multi-year turnaround after a period marked by leadership changes and excess inventory.</li><li>Late last month, several Nike insiders purchased shares of the company, hiking investor optimism.</li></ul>Nike Inc. (NKE) is reportedly laying off 775 employees as it ramps up the use of automation.CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/26/nike-to-lay-off-775-employees-at-us-distribution-centers.html">reported</a> on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi.The sneaker company operates warehouses in these regions, the report said, while adding that it is unclear how many distribution jobs the company has in total in the U.S.The new layoffs are in addition to the 1000 corporate jobs cuts announced last summer, the report noted.CNBC noted that it is unclear how Nike intends to increase automation at its distribution facilities and how many jobs were particularly impacted by the automation initiative.&nbsp;“Our actions to consolidate our operations footprint primarily impact our US distribution operations,” Nike said in an emailed statement to Stocktwits. “These actions are designed to reduce complexity, improve flexibility, and build a more responsive, resilient, responsible, and efficient operation and to support our path back to long-term, profitable growth, including contributing to improved EBIT margins over time,” they added.The company spokesperson also said that Nike is sharpening its supply chain footprint, upskilling its team, and accelerating use of “advanced technology and automation.”<h2 class="st-heading-2">Share Purchases And Other Efforts</h2>Late last month, several Nike insiders purchased shares of the company, hiking investor optimism. Tim Cook, Nike’s lead independent director, CEO Elliott Hill, and Bob Swan, who currently serves on Nike’s board and chairs its audit and finance committee, all purchased shares of the company.The insider buying followed Nike’s latest quarterly results, which beat Wall Street expectations but included a cautious outlook for the holiday quarter. Nike said U.S. tariffs were continuing to pressure costs while slowdown in demand in China also weighed down the company’s earnings.Hill also said the company is in the “middle innings” of a multi-year turnaround after a period marked by leadership changes and excess inventory.Nike has also been working to rebuild wholesale relationships after an earlier push toward direct-to-consumer sales, while accelerating product launches in running and performance categories to regain market share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NKE shares improved from ‘extremely bearish’ to ‘bearish’ territory over the past 24 hours while message volume increased from ‘extremely low’ to ‘low’ levels.A Stocktwits user voiced optimism for the automation efforts saving money for the company.<stembedurl>https://www.stocktwits.com/ConcernedCitizen23/message/642938313</stembedurl><a href="https://stocktwits.com/symbol/NKE">NKE stock</a> has dropped 14% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-cvm-shares-rally-today/cmyJRm7R4hj">Why DID CVM Shares Rally Over 7% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Nike store with its swoosh logo prominently displayed on the glass storefront is seen inside a shopping mall on February 22, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Nike To Reportedly Lay Off 775 Additional Employees

CNBC reported on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi

<ul class="summary-bullets"><li>Lululemon now urges buyers to pair the leggings with skin-tone, seamless underwear.</li><li>Customers can either opt to have the leggings shipped to them or pick it up from one of the company’s stores.&nbsp;</li><li>Company founder Chip Wilson slammed the company’s board over the pause in sales earlier this week.</li></ul> Shares of Lululemon Athletica Inc. (LULU) closed up 3% on Thursday after the company relaunched its ‘Get Low’ leggings online after a brief pause.Earlier this week, Bloomberg reported that Lululemon has removed the ‘Get Low’ collection from its website following customer complaints about their sheerness and see-through nature merely days after debut.Lululemon is now urging buyers to pair the leggings with skin-tone, seamless underwear. Other recommendations also involve sizing up. Customers can either opt to have the leggings shipped to them or pick it up from one of the company’s stores.<h2 class="st-heading-2">The Pullback</h2>The Get Low knit collection is designed for training, and is made of a combination of nylon, recycled polyester, and elastane. However, customer criticism regarding their see-through nature caused the company to pause sales online last week.“...we have temporarily paused sales online in the market to better understand some initial guest feedback and support with product education,” a company spokesperson reportedly told Bloomberg at the time of removal. “We expect to bring the collection back to our North America e-commerce channels soon and the collection continues to be available in other markets.”Following the pause, Lululemon founder and one of its largest shareholders, Chip Wilson, criticized the company in a LinkedIn post, terming it a “new low,” while also pinning the blame on the Lululemon’s board of directors.“Pulling back the “Get Low” product line after three days is clearly a total operational failure,” Wilson <a href="https://stocktwits.com/news-articles/markets/equity/lululemon-founder-pins-pullback-of-sheer-training-pants-on-boards-lack-of-experience/cmUx4CWR4QP">said</a> in the post. He highlighted that the company’s previous Breezethrough leggings launch had similar product flaws, subsequently leading to recall in mid-2024.Wilson alleged on Wednesday that Lululemon has “completely lost its way” as &nbsp;a technical apparel leader and that it has failed to deliver products that “work.” The founder further pinned the blame on the company’s board, with whom he is currently waging an activist campaign. Wilson launched a proxy fight in late December by nominating three independent directors to the company's board.Activist investor Elliott Investment Management is also reportedly pushing for retail executive Jane Nielsen as new CEO at the athletic apparel retailer. Current CEO Calvin McDonald is slated to leave in about a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LULU stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours while message volume stayed at ‘high’ levels.A Stocktwits user expects the rally on Thursday to continue through the end of the week.<stembedurl>https://www.stocktwits.com/una88/message/642563835</stembedurl>Another user said that the next major catalyst for the company would be a new CEO announcement.<stembedurl>https://www.stocktwits.com/weqwewqeq1111/message/642519584</stembedurl><a href="https://stocktwits.com/symbol/LULU">LULU stock</a> fell 49% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gm-intends-to-reshore-buick-envision-production-to-us-may-end-bolt-ev-production-report/cmUCJbhR4Xl">Elon Musk Says Self-Driving Cars Is ‘Essentially Solved’ In US Despite Regulatory Scrutiny On FSD: Eyes Launching The Software In Europe, China Next Month</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a lululemon athletica inc. logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Lululemon Shares Rise On See-Through Leggings Relaunch — New Recommendations Include Skin-Toned Underwear 

Earlier this week, Bloomberg reported that Lululemon had removed the ‘Get Low’ collection from its website following customer complaints about their sheerness, merely days after debut.

<ul class="summary-bullets"><li>A Lululemon spokesperson said in a statement to Bloomberg that the collection, however, remains at its stores in North America.</li><li>Bloomberg noted that customers have been raising complaints about the sheerness of the tights.</li><li>Separately, Semafor reported earlier on Tuesday that Lululemon founder and second-biggest shareholder Chip Wilson is trying to remove private equity firm Advent from the company’s board.</li></ul>Shares of Lululemon Athletica Inc. (LULU) slipped 6% on Tuesday on the heels of reports that the company has removed a new line of training apparel from its website following customer complaints. &nbsp;The ‘Get Low’ collection has been removed from the firm’s website merely days after its debut, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-20/lululemon-pulls-new-get-low-collection-days-after-debut-amid-complaints">reported</a>. &nbsp;A Lululemon spokesperson reportedly said in a statement to Bloomberg that the collection, however, remains at its stores in North America.“...we have temporarily paused sales online in the market to better understand some initial guest feedback and support with product education,” the spokesperson told Bloomberg. “We expect to bring the collection back to our North America e-commerce channels soon and the collection continues to be available in other markets.”Bloomberg noted that customers have been raising complaints about the sheerness of the tights, reminiscent of 2013 when the firm recalled many of its black yoga pants over their see-through nature.<h2 class="st-heading-2">Other Updates At Lululemon</h2>Last week, Lululemon said that it expects net revenue and diluted earnings per share for the fourth-quarter of fiscal 2025 to be toward the high-end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively. The company pinned the announcement to its performance over the holiday period.Separately, Semafor <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/01/19/2026/lululemons-founder-seeks-advents-ouster-in-proxy-fight">reported</a> earlier on Tuesday that Lululemon founder and second-biggest shareholder Chip Wilson is trying to remove private equity firm Advent from the company’s board as part of a proxy fight launched late last year. Wilson is not looking for a board seat for himself but wants two legacy Advent-linked directors to resign, Semafor reported, citing people familiar with the matter. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LULU stock jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/LULU">LULU stock</a> fell 49% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-slides-after-fda-requests-more-data-for-genetic-disorder-therapy/cmUusx1R4O7">CAPR Stock Slides After FDA Requests More Data For Genetic Disorder Therapy — What Does Retail Think?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A Lululemon corporate logo hangs on the front of their store in Brookfield Place on June 21, 2023, in New York City. (Photo by Gary Hershorn/Getty Images)

Lululemon Stock Slips 6% After Reportedly Removing “See-Through” Leggings From Website

The ‘Get Low’ collection has been removed from the firm’s website merely days after its debut, Bloomberg reported. 

<ul class="summary-bullets"><li>RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</li><li>Barclays said that the recent recovery in DRAM spending makes the shares attractive.</li><li>AMAT shares are on track to open at their highest ever levels.</li></ul>Applied Materials (AMAT) tracked the interest in the semiconductor sector on Thursday, with the stock jumping 8% in pre-market trading. It is on track to open at its&nbsp;highest-ever levels following a slew of favourable brokerage action and Taiwan Semiconductor Manufacturing Co’s (TSMC) increased expenditure forecast, following a smashing fourth-quarter (Q4) earnings report.<h2 class="st-heading-2">What Are The Brokerages Saying?</h2>RBC Capital initiated coverage of Applied Materials with an ‘Outperform’ rating and a price target of $385, an 18% upside to the current premarket price of $325.4, according to The Fly. The stock beat the SOX index (PHLX Semiconductor Sector) last year but trailed U.S. equipment peers, weighed down by China-related headwinds, softer spending on mature nodes, and potential share losses. Despite this, the RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.Barclays upgraded the stock to ‘Overweight’ from ‘Equal Weight’ and raised the price target to $360 from $250. Analyst Tom O'Malley said that the recent recovery in DRAM spending makes the shares attractive, with AMAT’s exposure to the memory market turning more favorable in 2026.Wells Fargo raised Applied Materials' price target to $350 from $290, and maintained an ‘Overweight’ rating.<h2 class="st-heading-2">TSMC Raises 2026 CAPEX Plans</h2>Applied Materials, a chip equipment maker and a key supplier for TSMC, is also likely to benefit from the largest semiconductor manufacturer in the world increasing its capital expenditure for 2026 by 37% to $56 billion.Applied Materials also found favour with firms including Stifel, Bank of America (BoFA), and Bernstein, who expect the company to benefit from the increased expenditure in the semiconductor wafer fab equipment market.<h2 class="st-heading-2">How Did Retail React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/AMAT">AMAT</a> on Stocktwits remained in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/AMAT_jpg_109d275ba8.webp" alt="AMAT.jpg">The stock has gained around 76% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/blackrock-q4-results-beat-estimates-stock-rises/cmU1SKBR47A">BlackRock Stock Rises Pre-Market: Record Inflows Drive Q4 Revenue Beat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Stock Is Breaking Out – Here’s What Changed

Applied Materials Inc Stock - Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

AMAT Stock Surges Toward All-Time Highs On TSMC Spending Signal, Wall Street Optimism

Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

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

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>UBS does not expect Lululemon's Americas sales growth to turn sustainably positive in 2026.</li><li>It said LULU will have to invest at least a year of time and effort to return its U.S. business to sustainable sales growth.</li><li>The firm kept a “Neutral” rating and $206 price target on the shares.</li></ul>A fresh annual global athletic wear survey from UBS is flashing caution on Lululemon’s U.S. outlook. An analyst at the firm said that Lululemon's Americas sales growth rate may not turn sustainably positive in 2026, despite leadership changes.The survey indicated that U.S. trends likely "stay tough,” as per TheFly. The firm kept a “Neutral” rating and $206 price target on the shares.The firm, in a note to investors, said that no matter who the new CEO is, Lululemon will need at least a year of time and effort to return its U.S. business to sustainable sales growth.&nbsp;Lululemon’s U.S. sales have struggled amid rising competition and weak consumer demand due to macroeconomic uncertainties stemming from higher inflation and tariffs. In its recently announced third-quarter results, its net revenue in the U.S. region fell 2% to $1.7 billion.In September, Lululemon warned that U.S. tariffs on Vietnam and China, and the removal of the de minimis rule, would hurt its 2025 gross profit by $240 million, with impacts possibly reaching $320 million in 2026.&nbsp;<h2 class="st-heading-2">Boardroom Uncertainty</h2>Lululemon founder Chip Wilson has launched a proxy fight by nominating three independent directors in an effort to remake the company’s board as the athletic-apparel retailer searches for a new chief executive.He said that shareholders have no confidence that the existing board can select and support the next CEO without onboarding members with stronger product experience.He further submitted a non-binding proposal calling for the board to immediately declassify, so that all directors are elected annually by shareholders.Earlier this month, Lululemon said its CEO, Calvin McDonald, will leave the company. The firm named its finance chief, Meghan Frank, and chief commercial officer, André Maestrini, as co-interim CEOs.&nbsp;<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around LULU trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;<figure class="image"><img style="aspect-ratio:628/60;" src="https://news.stocktwits-cdn.com/LULU_PNG_e228cd885a.webp" alt="Retail sentiment around LULU trended in ‘bearish’ territory amid ‘extremely low’ message volume." width="628" height="60"></figure>Shares of Lululemon have fallen 43% so far in 2025.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A customer enters a Lululemon store on June 02, 2023 in Corte Madera, California.  (Photo by Justin Sullivan/Getty Images)

Lululemon’s US Sales Struggles Are Likely To Extend Into 2026 Despite CEO Reset, Warns UBS

Lululemon’s net revenue from the U.S. region fell 2% in its Q3 earnings due to slowing consumer demand amid macro uncertainties. 

<ul class="summary-bullets"><li>Meta said in an announcement that the Manus agent will unlock opportunities for businesses across its products.</li><li>Manus’ team will also join Meta’s but the company will continue to operate from Singapore.</li><li>Meta said that it will continue to operate and sell the Manus service while also integrating it into its products including Meta AI and scaling the service to more businesses.</li></ul> Meta Platforms (META) on Monday said that it has agreed to acquire Singapore-based tech startup Manus for an undisclosed sum.Manus is focused on building a general-purpose AI agent designed to help users tackle research, automation, and complex tasks.<h2 class="st-heading-2">Why Is Meta Buying Manus?</h2>Meta <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.facebook.com/business/news/manus-joins-meta-accelerating-ai-innovation-for-businesses">said</a> in an announcement that the Manus will unlock opportunities for businesses across its products. The company’s autonomous general purpose agent can independently execute complex tasks like market research, coding, and data analysis, Meta added.Meta said that it will continue to operate and sell the Manus service while also integrating it into its products and scaling the service to more businesses.Manus’ team will also join Meta’s but the company will continue to operate from Singapore. It will also continue to sell and operate its product subscription service through its app and website.“Joining Meta allows us to build on a stronger, more sustainable foundation without changing how Manus works or how decisions are made,” said Manus CEO Xiao Hong. The company said earlier this month that its annual run rate for revenue is over $125 million including usage-based and other revenue, merely eight months after launching its first general AI agent. Prior to the launch, it raised $75 million led by Benchmark.META traded 0.3% lower after hours on Monday at the time of writing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META stayed within the ‘bearish’ territory over the past 24 hours, while message volume fell from ‘normal’ to ‘low’ levels.<figure class="image"><img style="aspect-ratio:586/58;" src="data:image/png;base64,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" alt="META’s Sentiment Meter and Message Volume as of 6:12 p.m. ET on Dec. 29, 2025 | Source: Stocktwits" width="586" height="58"><figcaption>META’s Sentiment Meter and Message Volume as of 6:12 p.m. ET on Dec. 29, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/META">META stock</a> has gained 13% this year and by about 11% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-supplier-reportedly-slashes-contract-in-part-due-to-lower-than-expected-cybertruck-demand/cL7dT7ARExx">Tesla Supplier Reportedly Slashes Contract In Part Due To Lower-Than-Expected Cybertruck Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

Meta Acquires Singapore-Based Startup To Enhance AI-Capability For Undisclosed Sum

Manus is focused on building a general-purpose AI agent designed to help users tackle research, automation, and complex tasks.

<ul class="summary-bullets"><li>Chip Wilson said the board must be refreshed to empower a creative, brand-first experience.</li><li>He has nominated three independent directors to the board.</li><li>Wilson has called for the board to immediately declassify so that all directors are elected annually by shareholders. &nbsp;</li></ul>Lululemon founder Chip Wilson has launched a proxy fight by nominating three independent directors in an effort to remake the company’s board as the athletic-apparel retailer searches for a new chief executive.&nbsp;Wilson has also submitted a non-binding proposal calling for the board to immediately declassify, so that all directors are elected annually by shareholders.The Lululemon founder has nominated three candidates to the company's board, including former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg.He noted that CEO selection must follow a significant board change to ensure shareholders can trust that the right decision is made and that the new leader can succeed.“The recent CEO change announcement was the third total failure of board oversight, with no clear succession plan in place. Shareholders have no faith that this board can select and support the next CEO without input from a board with stronger product experience,” Wilson stated.“The Board must be refreshed so that a creative, brand-first experience is empowered,” he added.<h2 class="st-heading-2">CEO Departure Sparking Reset</h2>Earlier this month, Lululemon said its CEO, Calvin McDonald, will leave the company. The firm named its finance chief, Meghan Frank, and chief commercial officer, André Maestrini, as co-interim CEOs.The reset at retailers is becoming a sector norm as U.S. President Donald Trump’s tariffs have been hurting sales and eating into profits at several top retailers and wholesalers. Firms have also been seeing consumer demand slow as price pressures continue to weigh on consumers' pockets. Firms from Nestle and Walmart to Coty and Coca-Cola have all changed their CEOs this year.Shares in Lululemon have fallen nearly 44% so far in 2025.Get updates to this developing story <a href="https://stocktwits.com/news-articles/markets/equity/lululemon-founder-launches-proxy-fight-to-change-baord/cL75M5PREx2">directly on Stocktwits.</a> &nbsp;

Lululemon Founder Targets Board Change Ahead Of CEO Search

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO. 

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO

<ul class="summary-bullets"><li>Citi, Truist, and Stifel have maintained a “Buy” rating on the stock.</li><li>Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.”</li><li>Truist said the reported $20 billion cost is high, but it is small relative to Nvidia's cash position and cash flow generation.</li></ul>Nvidia’s stock was in focus on Monday after several top brokerages voiced their confidence in the chipmaker’s $20 billion licensing deal with AI chip startup Groq, saying that it could extend its leadership in the AI infrastructure space.Analysts at Truist said that Nvidia's licensing agreement with Groq is intended to "fortify" its competitive positioning in inference versus tensor processing units, per TheFly. While the reported $20 billion cost is high, it is small relative to Nvidia's cash position and cash flow generation. The firm kept a “Buy” rating on the shares with a $275 price target.Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target.Stifel said that Nvidia's deal with Groq could extend AI infrastructure leadership and also kept a “Buy” rating on Nvidia with a $250 price target. UBS also remained bullish on Nvidia shares heading into 2026. It said that it expects appreciation from here to be driven almost by higher earnings estimates.<h2 class="st-heading-2">$20 Billion Groq Deal</h2>Last week, Groq said that it had entered into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, CNBC reported the deal could be valued at $20 billion.As per the deal, Nvidia will onboard Groq’s senior management team, including founder Jonathan Ross and President Sunny Madra, to help advance and scale the licensed technology.The deal comes at a time when Nvidia is facing stiff competition in the AI inference space from firms like Advanced Micro Devices and Broadcom, among others. Groq specializes in fast AI inference, which will give Nvidia more breathing room on the leaderboard, as it already dominates the market for training AI models.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume.&nbsp;<figure class="image"><img style="aspect-ratio:637/64;" src="https://news.stocktwits-cdn.com/nvidia_PNG_0fec69aa4e.webp" alt="On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume. " width="637" height="64"></figure> Shares of Nvidia have gained 36% so far in 2025.&nbsp; &nbsp;

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Analysts See Nvidia’s Groq Licensing Deal As A Clear Win For AI Leadership

Despite the reported $20 billion price tag, brokerages believe the deal is small relative to Nvidia's scale and long-term earnings power.

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