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Springview Holdings Ltd. engages in the design and construction of residential and commercial buildings. It involves new construction, reconstruction, alterations, and other general contracting services. The company was founded in 2002 and is headquartered in Singapore.

Springview Holdings Ltd - Ordinary Shares - Class A

Springview Holdings Ltd

Springview Holdings (SPHL) is experiencing intense investor interest driven by a newly announced strategic partnership for solar and green-energy solutions in Singapore. The community is actively discussing the stock's extremely low float, fueling speculation about significant short squeeze potential and prompting expectations of highly volatile price action. While many anticipate a substantial upward move, a segment of traders urges caution, referencing the ticker's history of sharp price fluctuations.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending after securing approval for an additional 830 megawatts at its Helios Data Center Campus, doubling its total power capacity to over 1.6 Gigawatts. The community is hailing this as a game-changing development, significantly re-rating GLXY's valuation as a key hybrid player in both the institutional crypto market and the burgeoning AI infrastructure sector.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial (RILY) is trending after filing its Q3 financial results, showcasing renewed profitability and NASDAQ compliance. This development has ignited intense community discussion around a potential short and gamma squeeze, with many comparing it to past explosive market events due to high short interest and a constrained float.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

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Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending strongly after delivering an impressive earnings report that surpassed expectations, fueled by robust demand for advanced AI chips. The semiconductor giant's optimistic guidance and substantial capital expenditure plans are widely viewed by the community as a powerful affirmation of the accelerating AI infrastructure build-out. This performance is boosting sentiment across the broader semiconductor sector and reinforcing confidence in the long-term AI megatrend.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is a focal point of discussion following a recent stock split and strategic acquisitions, which has coincided with a notable price decline despite a history of strong earnings. This divergence fuels a polarized community debate, with many investors highlighting the stock's oversold status and its strong position as an AI software leader as a compelling long-term opportunity, while others remain cautious due to valuation concerns and broader headwinds facing the software sector.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

CNS Pharmaceuticals, Inc. is a preclinical stage pharmaceutical company, which engages in the development of anticancer drug candidates for the treatment of primary and metastatic brain and central nervous system tumors. Its product pipeline includes berubicin, and CNS-12. The company was founded by Waldemar Priebe in July 2017 and is headquartered in Houston, TX.

Cns Pharmaceuticals Inc

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending amidst high anticipation for imminent Japanese regulatory approval and a key presentation at a major healthcare conference this week, further bolstered by recent compelling pancreatic cancer data. The community is actively discussing the stock's pioneering Alpha DaRT technology and its life-saving potential in difficult-to-treat cancers, believing it remains significantly undervalued as it garners increasing institutional interest and ETF attention.

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<ul class="summary-bullets"><li>The rule would be applicable to Nvidia’s H200 and equivalent chips, as well as certain less advanced chips, including Advanced Micro Devices Inc.’s AMD MI325X.</li><li>The policy, however, limits the aggregate shipments of semiconductor products to China or Macau to 50% of the total products made for the United States.&nbsp;</li><li>Sellers are also required to have rigorous Know Your Customer (KYC) procedures to screen buyers.</li></ul>The U.S. Department of Commerce on Tuesday published a regulation updating the license review policy for exports of some semiconductors to China and Macau, changing it from a presumption of denial to a case-by-case review.The rule would be applicable to Nvidia’s H200 and equivalent chips, as well as certain less advanced chips, including Advanced Micro Devices Inc.’s AMD MI325X, the department <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://public-inspection.federalregister.gov/2026-00789.pdf?utm_campaign=pi+subscription+mailing+list&amp;utm_medium=email&amp;utm_source=federalregister.gov">said</a>.The change would ease an earlier U.S. stance that denied any request for permission to sell or export to China.<h2 class="st-heading-2">Policy Details</h2>The stipulations under the rule include commercial availability of the semiconductors in the U.S., sufficient supply of the product in the country, proof that the production of the product for exports to China will not impact domestic capacity, the buyer has sufficient security procedures, and the exported item undergoes independent, third-party testing in the U.S. to verify its performance specifications.In addition, the policy limits the aggregate shipments of semiconductor products to China or Macau to 50% of the total products made for the United States. Sellers are also required to have rigorous Know Your Customer (KYC) procedures to screen buyers.<h2 class="st-heading-2">China Vs The U.S.</h2>The U.S. and China are vying for dominance in the global AI industry. Last month, President Donald Trump reversed an earlier decision to ban semiconductor exports to China by legally allowing Nvidia to export its H200 chips to China.However, Nvidia more-advanced Blackwell generation chips are still banned from Chinese exports. The company is currently working to roll out its next generation of Vera Rubin chips that are touted to be five times faster than Blackwell and are expected to go on sale in the second half of the year.Meanwhile, Advanced Micro Devices, has been seeking clearance to sell its MI325X chips in China.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘bullish’ territory amid ‘normal’ message volumes at the time of writing.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/AMD/">AMD shares</a> was in the ‘extremely bullish’ territory amid ‘high’ message volumes.Shares of NVDA are up nearly 40% in the past year, while AMD shares have gained over 88% in the same time period.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

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

US Updates License Review For Advanced Computing, Makes Way For Nvidia, AMD To Sell To China

The Department of Commerce updated the license review policy for exports of some semiconductors to China and Macau, changing it from a presumption of denial to a case-by-case review.

Equity

<ul class="summary-bullets"><li>According to Chris Caso, much of Nvidia’s upside comes from pricing.&nbsp;</li><li>While the market worries about competitive pressure from other chipmakers and AI players, Caso believes Nvidia will be able to maintain its market position.</li><li>The analyst also noted that Nvidia’s edge comes from its software advantage.</li></ul>Chris Caso, senior analyst at Wolfe Research, has switched gears from Micron Technology (MU) to Nvidia Corp. (NVDA) as its top pick in 2026 in the artificial intelligence space.In an interview with CNBC TV on Tuesday, Caso <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HCGOaDRR44E">said</a> that the analyst sees an opportunity in Nvidia right now as the multiple has pulled back.“In Nvidia's case right now, the multiple is in the low 20s right now on ’26 numbers. We see upside to those numbers,” he said. “The stock hasn’t done much in the last six months, and we do see some pretty strong fundamentals ahead for this year.”Shares of NVDA gained over 13% in the past six months. Meanwhile, shares of MU gained over 185% while shares of GOOG rose over 84% in the same time.Last year, Caso backed Micron, adding it to the ‘Wolfe Alpha List’. Caso said the firm considered it a poor man’s way of playing AI because of its attractive valuation at the time. MU stock is up over 250% in the last one year.<h2 class="st-heading-2">The Nvidia Upside</h2>According to Caso, much of Nvidia’s upside comes from pricing. While the market worries about competitive pressure from other chipmakers and AI players, Caso believes Nvidia will be able to maintain its market position.“And we think the pricing tells the story there about both the sustainable competitive advantage they have as well as their ability to sustain the margins,” he said in the interview.Caso noted Nvidia’s pricing dynamic going into 2027 on the back of its Rubin Ultra product cycle. “The whole premise of Nvidia right now is delivering value to the customers, providing more performance per watt, more performance per dollar, so that you can do more inference with the same amount of money, which folks like OpenAI surely need,” he said.That’s where Nvidia’s competitive advantage against everyone else comes from and it's the basis on which the analyst sees value in the company over the next two years.<h2 class="st-heading-2">Biggest Competition</h2>Caso noted that Nvidia’s biggest competitor in the market now would be Alphabet Inc.’s (GOOG) Gemini Tensor Processing Units (TPU) because its performance is closest to Nvidia’s.“TPU is going on its seventh generation right now. And it’s not just the chip itself, but it’s also all the networking and the systems,” Caso noted. The analyst added that at present, customers would not be impressed with chip performance alone. However, since TPU is owned by Google, Caso noted that it would be available to the entire market.Nvidia’s edge comes from its software advantage, he said. “They’ve got the best developed software tools, not just for the big hyperscalers but for some of the Fortune 500 companies that are developing their own AI, and that software provides them with the competitive advantage that even Google can’t match.”Earlier this week, “The Big Short” investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-says-ai-hitting-blue-collar-jobs-google-ahead-nvidia-just-got-lucky/cmU9tftR43A">called</a> Nvidia among the "luckiest" companies in the AI sector and said its advantage won’t last.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volume was at ‘normal’ levels.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/GOOG">GOOG shares</a> was in ‘bullish’ territory amid ‘high’ message volumes.Shares of NVDA are up nearly 40% in the past year, while shares of GOOG gained nearly 75% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/adbe-shares-slip-on-downgrades-but-why-is-retail-bullish/cmUX0hjR4IS">ADBE Shares Slip On Analyst Downgrades — But Why Is Retail Bullish?</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

Wolfe’s Chris Caso, Who Bet On Micron, Says This AI Stock Has A Competitive Advantage That “Even Google Can't Match”

The senior analyst at Wolfe Research has picked Nvidia as his top 2026 artificial intelligence stock due to an opportunity from pullback of its multiple. 

<ul class="summary-bullets"><li>The Chinese government is also planning on setting up additional meetings with more tech companies in the country to relay the purchase directive to them, as per the report.&nbsp;</li><li>It is unclear whether any new guidance would be issued in these meetings.</li><li>Earlier, a Reuters report said that China had already told multiple technology firms in the country to hit pause on new orders for Nvidia’s H200 processors.</li></ul>China will reportedly approve purchases of Nvidia's (NVDA) H200 AI chips into the country only under special circumstances.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances">report</a> from the Information, which cited two people familiar with the matter, the Chinese government informed technology companies that the American chips would only be permitted when “necessary,” without providing much additional detail.The directive was "deliberately vague," the report said, saying that importing the chips for special tasks such as university research would be permitted.The Chinese government is also planning on setting up additional meetings with more tech companies in the country to relay the purchase directive to them, as per the report, although it was unclear whether any new guidance would be issued.Shares of NVDA were up 0.14% at the time of writing.<h2 class="st-heading-2">China’s Nvidia Stance</h2>Last week, a Reuters report <a href="https://stocktwits.com/news-articles/markets/equity/china-reportedly-asks-domestic-companies-to-pause-on-nvidia-h200-chip-orders/cmxz4PDR421">said</a> that China had already told multiple technology firms in the country to hit pause on new orders for Nvidia’s H200 processors.In early December 2025, President Trump greenlit the export of H200 chips to China for a 25% fee to the U.S. government. Earlier on Monday, the AI chipmaking giant <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-rises-premarket-after-quelling-china-fears-over-h200/cmUXbuKR44X">denied</a> an earlier report that claimed Chinese customers were asked to make complete upfront payments for its H200 chips. In a response to Reuters, an Nvidia spokesperson said the company “would never require customers to pay for products they do not receive."Nvidia has been caught in the battle between the U.S. and China as they race to dominate the global AI race.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>On Stocktwits, retail sentiment around NVDA shares dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volumes also declined to ‘normal’ from ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_at_12_08_42_AM_png_0f1150104d.webp" alt="On Stocktwits, retail sentiment around NVDA shares dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volumes also declined to ‘normal’ from ‘high’ levels." width="1269" height="169"></figure>&nbsp;Shares of NVDA have climbed over 38% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

China Will Reportedly Allow Import Of Nvidia H200 Chips Only Under ‘Special Circumstances’

According to a report from The Information, the Chinese government informed technology companies that Nvidia chips would only be permitted for import when "necessary," without much additional detail. 

<ul class="summary-bullets"><li>KeyBanc pointed to strong demand from cloud service providers and hyperscalers as key drivers of the optimistic view.</li><li>The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors.</li><li>On January 5, Intel launched its new Core Ultra Series 3 laptop processors.</li></ul>Intel Corp (INTC) stock climbed over 3% higher in Tuesday’s premarket after receiving a rating boost from KeyBanc Capital Markets, sparking interest in the chipmaker’s stock among market participants.&nbsp;KeyBanc upgraded Intel’s stock to ‘Overweight’ from ‘Sector Weight’ with a price target of $60, according to TheFly. The upgrade underlined expectations for demand tied to data center computing and artificial intelligence growth.<h2 class="st-heading-2">Analyst Rationale</h2>KeyBanc pointed to strong demand from cloud service providers and hyperscalers as key drivers of the optimistic view. The upgrade reflects growing belief that server and AI workloads could give Intel’s revenue a meaningful push in 2026.The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors, effectively committing much of the company’s 2026 supply. That tight supply backdrop, according to the firm, could translate into pricing power and stronger top-line performance across Intel’s data center business.On Stocktwits, retail sentiment around Intel stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_060303_png_d0ba7ac196.webp" alt="INTC’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="934" height="96"><figcaption>INTC’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Foundry Progress</h2>Keybanc also cited improvements in Intel’s manufacturing yields for its 18A process, which are advancing toward levels needed to support higher volume production of next-generation chips.&nbsp;On January 5, Intel launched its new Core Ultra Series 3 laptop processors. Named “Panther Lake,” these chips use Intel’s 18A process, similar to a 2-nanometer node, and are described as the most advanced U.S.-made semiconductor technology. The company says it offers 60% higher performance than the previous Lunar Lake Series 2 processors.The company’s latest chip also received praise from President Donald Trump.&nbsp;In August 2025, the U.S. government acquired a 10% stake in Intel, making it the company's largest shareholder.&nbsp;Intel is scheduled to report its fourth-quarter (Q4) earnings on January 22. Analysts expect a Q4 revenue of $13.368 billion and earnings per share of $0.08, according to FiscalAI data.&nbsp;INTC stock has gained over 129% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nvts-stock-gaining-retail-attention-ai-power-play/cmUXcZPR44k">NVTS Stock Draws Retail Interest On AI Data Center Power Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

What’s Driving Intel’s Latest Rally? A Fresh Bull Case From KeyBanc

KeyBanc upgraded Intel’s stock to ‘Overweight’ from ‘Sector Weight’ with a price target of $60.

<ul class="summary-bullets"><li>Navitas&nbsp;develops advanced power chips that enable electronic systems to be faster, smaller, and more energy-efficient.</li><li>It specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, which are key components in powering AI data centers.</li><li>Investors are also looking forward to Navitas’ participation in the 28th Annual Needham Growth Conference.</li></ul>Navitas Semiconductor (NVTS) stock has attracted growing investor attention as interest builds around its role in powering next-generation artificial intelligence data centers.&nbsp;The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts to support growing demand for artificial intelligence.<a href="https://stocktwits.com/symbol/NVTS">Navitas stock</a> traded over 2% higher in Tuesday’s premarket.&nbsp;&nbsp;<h2 class="st-heading-2">Why Investors Are Paying Attention</h2>Market watchers point to Navitas Semiconductor’s focus on advanced power technologies as a potential enabler for increasingly energy-hungry, high-density computing systems that support AI workloads.The company develops advanced power chips that enable electronic systems to be faster, smaller, and more energy-efficient. It specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, which are key components in powering AI data centers, high-performance computing (HPC) systems, energy grids, and industrial equipment.<h2 class="st-heading-2">Conference Appearance In Focus</h2>Investors are also looking forward to Navitas’ participation in the 28th Annual Needham Growth Conference in New York City. The firm’s participation in the January 14 event highlights its ongoing efforts to expand engagement with the investment community and to spotlight its technology roadmap.The company announced Navitas 2.0 in November last year, to shift focus towards the high-power markets, including data centers, HPC, and power grid infrastructure.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>At the time of writing, Navitas was the top trending equity ticker on Stocktwits. Retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_050441_png_775c8d1952.webp" alt="NVTS’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="924" height="103"><figcaption>NVTS’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said that Trump’s emphasis on having technology companies pay more attention to using power more efficiently will help Navitas.&nbsp;<stembedurl>https://stocktwits.com/Doobio/message/641616396</stembedurl>Another user sounded optimistic about the company’s participation in the Needham Conference.&nbsp;<stembedurl>https://stocktwits.com/PureLand/message/641617996</stembedurl>NVTS stock has gained over 252% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/grayscale-expands-watchlist-flags-36-new-crypto-tokens-for-possible-products/cmUXTs7R441">Grayscale Expands Watchlist, Flags 36 New Crypto Tokens For Possible Products</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Navitas Semiconductor Corporation logo is seen displayed on a smartphone screen.

NVTS Stock Draws Retail Interest On AI Data Center Power Play 

Navitas Semiconductor - The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts.

AI’s Power Problem Is Putting This Semiconductor Stock On Investors’ Radar

The stock has also received a boost after President Trump said on Monday that he is working with big tech companies to ensure that U.S. consumers do not face higher utility costs due to expanding data center buildouts.


Why The VanEck Semiconductor ETF Rallied Almost 50% in 2025

Key PointsThis market-cap weighted ETF nearly tripled the performance of the S&P 500...

<ul class="summary-bullets"><li>TSMC will pledge to build at least five more semiconductor facilities in Arizona under the deal, according to the report.&nbsp;</li><li>The deal is being legally scrubbed and could be announced later this month, as per NYT.</li><li>Last year, TSMC expanded its investment in the U.S. to $165 billion, committing to three new fabrication plants, two new advanced packaging facilities, and a research and development team center.</li></ul>The Trump administration is reportedly nearing a trade deal with Taiwan to reduce U.S. tariffs on the island while its chipmaking company, Taiwan Semiconductor Manufacturing Corporation (TSM) will commit to building more manufacturing units in America.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/01/12/business/economy/trump-taiwan-deal.html">report</a> from The New York Times on Monday, citing three people familiar with the matter, the deal, which was being negotiated for months, would cut tariff rates on the island to 15% from the present 20%. This would bring its tariff rate at par with imports from other Asian countries like Japan and South Korea.Taiwan’s TSMC will pledge to build five more semiconductor facilities at the very least in the U.S. state of Arizona under the deal, the report added.American-listed <a href="https://stocktwits.com/symbol/TSM">shares of TSM</a> rose 2.49% at the time of writing on Monday.<h2 class="st-heading-2">TSMC’s U.S. Presence</h2>The deal is being legally scrubbed, NYT reported, adding that it could be announced later this month.While the timeline for the investments and other details of the deal are not immediately clear, TSMC’s commitment to build more facilities in Arizona would roughly double the plants it has in the state, as per the report.Last year, Taiwan’s largest chip manufacturer expanded its investment in the U.S. to $165 billion, committing to three fresh fabrication plants in addition to the existing three it has, two new advanced packaging facilities, and a research and development team center.<h2 class="st-heading-2">Why Is This Important?</h2>The U.S. and China are battling over advanced semiconductor chips for AI as both countries race to the top. President Xi Jinping has been pushing to ramp up China’s domestic semiconductor capabilities after the U.S. banned the export of top AI chips, including those from Nvidia, to the country.Taiwan is the leading producer of semiconductor chips globally. The Trump administration has also been in talks with Taiwan to increase its semiconductor investment in the U.S. Meanwhile, TSMC is Nvidia Corp.'s (NVDA) primary manufacturer, and the only chip partner for its advanced chips.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around American-listed TSM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSMC_png_c0cb7269c4.webp" alt="On Stocktwits, retail sentiment around American-listed TSM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1291" height="146"></figure>Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘extremely bullish’ territory over the past 24 hours, also amid ‘high’ message volumes.One bullish user predicted TSM’s shares could surge to $350. Shares of the company were trading around $330 at the time of writing.<stembedurl>https://stocktwits.com/Dipbuyerbaby/message/641559548</stembedurl>&nbsp;Shares of TSM have gained over 64% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The logo of Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. (Photo by Daniel Ceng/Anadolu via Getty Images)

US, Taiwan Close In On Trade Deal, TSMC Pledges More Chip Plants In America: Report

According to a report from The New York Times, the deal would cut tariff rates on the island to 15% and Taiwan Semiconductor Manufacturing Corporation will commit to building more manufacturing units in America.

<ul class="summary-bullets"><li>“I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump said in his post.&nbsp;</li><li>Retail users anticipate big news from the company, likely in association with Apple, Elon Musk, or the U.S. military.</li><li>Trump said in his post that the U.S. had benefitted from its shareholding in Intel and had made “tens of billions of dollars for the American people” in just four months.</li></ul>Intel Corp. (INTC) stock surged over 11% on Friday to a near two-year high after President Donald Trump praised the company in a social media post on Thursday.Trump <a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-climbs-after-trump-praises-company-post-meeting-with-ceo/cmUbNE1R45l">said</a> on Truth Social that the U.S. was proud to be a shareholder of Intel, also praising the company for its design and manufacturing process in the U.S.“I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump said in his post.Retail investors anticipate big news from Intel following the CEO’s meeting with the president, with some speculating a potential deal with <a href="https://stocktwits.com/symbol/AAPL">Apple Inc.</a> (AAPL) or a defense-related contract.<h2 class="st-heading-2">Trump’s Praise</h2>Trump said that the U.S. had benefitted from its shareholding in Intel and had made “tens of billions of dollars for the American people” in just four months.Trump’s comments come as the administration is amping up efforts to boost the semiconductor industry in the U.S. even as it attempts to outdo China. In August 2025, the U.S. government acquired a 10% stake in Intel, making it the biggest shareholder in the company.In a reply on X, Tan <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LipBuTan1/status/2009405221772869974">said</a> he was “honored and delighted to have the full support and encouragement” of the President “as we bring leading edge chip manufacturing back to America!”At the Consumer Electronic Show (CES) 2026, Intel launched its Intel Core Ultra Series 3 processors, designed and manufactured in the United States.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around INTC stock remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_10_at_2_35_08_AM_png_c3a03e18b9.webp" alt="On Stocktwits, retail sentiment around INTC stock remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes." width="1282" height="146"></figure>One bullish user speculated that news from the company is imminent, questioning whether a deal with Apple, Elon Musk, or perhaps the U.S. military would be involved.<a href="https://stocktwits.com/Life_is_a_Carnival/message/641372924">https://stocktwits.com/Life_is_a_Carnival/message/641372924</a>&nbsp;Another bullish user said that CEO Tan’s statement about Intel being 14A-ready in 2027 could indicate that an Apple deal is on the cards.<stembedurl>https://stocktwits.com/EcoStonk/message/641362226</stembedurl>&nbsp;A third user anticipated that the company’s share price would rocket over $50 soon.<stembedurl>https://stocktwits.com/EcoStonk/message/641357670</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/INTC">Shares of INTC </a>have gained over 137% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

 In this photographic illustration, the Intel logo appears on a smartphone reflecting an abstract illustration dominated by blue and black, on September 22, 2025. 

Intel Shares Surge On Trump Praise — Retail Anticipates ‘Big News’

Intel’s shares rallied over 11% after President Donald Trump announced he had met with its CEO while also praising the company in a social media post on Thursday.

<ul class="summary-bullets"><li>Trump praised Intel’s new Core Ultra Series 3 processors, noting that they are designed, built, and packaged in the U.S.</li><li>Trump’s comments come as the administration works towards bolstering the semiconductor industry in the U.S. in an attempt to outdo rival China.&nbsp;</li><li>In August 2025, the U.S. government acquired a 10% stake in Intel, making it the biggest shareholder in the company.</li></ul>Shares of Intel Corp. (INTC) rose nearly 2% in Thursday’s after-market trading session after President Donald Trump’s positive remarks on the company on social media.Trump said in a Truth Social <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115861537483492504">post</a> that he had “a great meeting” with Intel’s CEO, Lip-Bu Tan.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_3_14_17_AM_png_40ab666e3a.webp" alt="Trump's post on Intel" width="1078" height="649"></figure>“Intel just launched the first SUB 2 NANOMETER CPU PROCESSOR designed, built, and packaged right here in the U.S.A,” he added, praising the company’s new Core Ultra Series 3 processors.<h2 class="st-heading-2">Semiconductor Push</h2>Trump’s comments come as the administration works towards bolstering the semiconductor industry in the U.S. in an attempt to outdo rival China. Trump has been pushing semiconductor companies to bring back manufacturing to America.In August 2025, the U.S. government acquired a 10% stake in Intel, making it the biggest shareholder in the company.“The United States Government is proud to be a shareholder of Intel, and has already made, through its U.S.A. ownership position, tens of billions of dollars for the American people — IN JUST FOUR MONTHS,” the president said in his post. “We made a GREAT deal, and so did Intel.”<h2 class="st-heading-2">Company Updates</h2>At the Consumer Electronic Show (CES) 2026, Intel launched its Intel Core Ultra Series 3 processors, designed and manufactured in the United States. Consumer orders for the first laptops powered by Intel Core Ultra Series 3 processors will begin Jan. 6, 2026, the company said.Intel has lost market share to chipmaking firms like Advanced Micro Devices (AMD), Nvidia (NVDA), and Taiwan’s chip giant TSMC, prompting the company to replace former CEO Pat Gelsinger with Tan in March 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around INTC shares remained in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_3_52_13_AM_png_1d833aa628.webp" alt="intel.png" width="1277" height="147"></figure>One bullish user touted the strong backing from Trump as a “HUGE deal,” while anticipating further developments.<stembedurl>https://stocktwits.com/Tryitin/message/641275355</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/INTC">Shares of INTC </a>have more than doubled in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A microchip and Intel logo displayed on a phone screen in this multiple illustration photo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Intel Stock Climbs After Trump Praises Company Post Meeting With CEO

President Donald Trump said in a Truth Social post on Thursday that he had “a great meeting” with Intel’s CEO, Lip-Bu Tan.

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