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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is generating considerable buzz around its potential acquisition of Warner Bros. Discovery, with speculation focusing on a revised all-cash offer amidst legal challenges from Paramount Skydance. This highly anticipated deal, alongside upcoming earnings, has polarized the community between those expecting a significant pre-earnings rally and others anticipating further volatility and potential downside, fueled by concerns over market manipulation and political opposition.

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

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery (WBD) is trending as it navigates an escalating takeover battle, with its board reportedly favoring Netflix's acquisition proposal over Paramount Skydance's (PSKY) all-cash offer, despite a personal financing guarantee. The community is buzzing with debate, weighing PSKY's perceived superior value and the potential for a significantly higher bid from either contender to secure market dominance in the evolving media landscape. Shareholders are closely watching for definitive developments in this strategic consolidation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending due to a significant sell-off, with community discussion centering on ongoing CEO stock sales and potential competitive impacts from new AI agents like Anthropic's Claude Cowork. Despite this, many investors view the sharp dip as a strong buying opportunity, banking on the company's solid fundamentals, evolving leadership in agentic automation, and strategic partnerships to drive future growth.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as the community reacts to positive developments concerning its pipeline, including global regulatory submissions for its seasonal flu vaccine and plans for a combined flu and COVID vaccine. Bulls are emphasizing the company's long-term potential in oncology and the possibility of a short squeeze, while others remain skeptical about its valuation and future revenue growth.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics (CADL) is trending amid intense community speculation regarding an imminent major partnership or acquisition, with Novartis frequently mentioned as a potential suitor. This excitement is amplified by the upcoming J.P. Morgan Healthcare Conference, a hub for anticipated biopharma M&A, and recent FDA flexibility on CMC requirements, which could accelerate the BLA submission for its lead prostate cancer drug, CAN-2409. The community is actively debating the company's current low valuation against its promising clinical data, eagerly anticipating a transformative deal or further clarity on its expedited regulatory path.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending amid a wave of analyst downgrades and intensified debate around increasing AI-driven competition, notably from Apple's new creative software suite. While many investors see the stock as deeply undervalued given strong fundamentals and ongoing share buybacks, others express deep concern that AI advancements will erode Adobe's long-term market dominance. The community is sharply divided between those who believe the current dip is a prime buying opportunity and those who view it as a signal of structural weakness for the software giant.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

CockCardano ($COCK) is a vibrant Cardano-based meme coin trending due to its unique real-world asset (RWA) venture, CockyWings, which sells chicken wings. The enthusiastic 'Flock' community is actively engaged, highlighting the project's innovative staking features, consistent building, and strong potential within the broader Cardano ecosystem.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is at the center of a contentious takeover bid for Warner Bros. Discovery, persistently pushing its all-cash offer while challenging Netflix's rival deal. The community is intensely debating WBD's repeated rejections, with many questioning if the board is prioritizing personal interests over shareholder value, especially as PSKY escalates with a lawsuit seeking financial transparency and plans to nominate new directors. This ongoing media M&A drama is further complicated by anticipated regulatory scrutiny for the alternative Netflix bid.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending significantly higher following a major analyst upgrade that cited robust hyperscaler demand for its server CPUs, leading to a near sell-out of 2026 supply and potential price increases. The community is actively debating strong bullish momentum and short squeeze potential, while skeptics warn of unsustainable hype given historical performance.

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

DIA is highly active as a criminal investigation into Fed Chair Powell sparks significant debate about central bank independence and potential market volatility. This catalyst combines with Trump administration actions on tariffs and Venezuela, leading the community to intensely discuss geopolitical risks, the likelihood of a market sell-off, and whether defensive rotations will hold.

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<ul class="summary-bullets"><li>The company posted a profit of $2.02 per share in the quarter, compared with analyst estimates of $1.99 per share.</li><li>BNY’s CEO said that the company's multi-year transformation strategy is working and the pace of progress and the earnings to date demonstrates that.&nbsp;</li><li>Earlier, Barclays raised the firm's price target on BNY Mellon to $143 from $120 and kept an ‘Overweight’ rating on the shares.&nbsp;</li></ul><p>Shares of The Bank of New York Mellon Corporation rallied on Tuesday as the company's upbeat fourth quarter (Q4) earnings buoyed retail trader sentiment.&nbsp;</p><p>The company posted a rise in its Q4 profit helped by higher net interest income and a rally in the equities market that raised the value of the assets of the clients it manages. The company posted a profit of $2.02 per share in the quarter, compared with analyst estimates of $1.99 per share.&nbsp;</p><p>“Three years ago, we embarked on a multi-year transformation of BNY. Two years ago, we communicated our strategic roadmap and a set of medium-term financial targets for what we viewed as the first, foundation-setting phase of that work. The pace of progress and our results to date demonstrate that the strategy is working,” said CEO Robin Vince.</p><p>Shares in the company were up nearly 2% at the time of writing.&nbsp;</p><h2 class="st-heading-2">AI Push</h2><p>BNY and Google Cloud earlier announced the integration of Gemini Enterprise, Google Cloud's agentic AI platform, into BNY's enterprise AI platform Eliza.&nbsp;</p><p>The integration is aimed at advancing Eliza's agentic deep research capabilities for market analysis and equipping the company's global workforce with access to multimodal features. BNY's employees are expected to build AI agents to quickly process, synthesize, and analyze extensive financial reports, relevant data, and historical trends to extract insights and navigate complex financial information more efficiently.</p><h2 class="st-heading-2">Analyst Action</h2><p>Barclays raised the firm's price target on BNY Mellon to $143 from $120 and kept an ‘Overweight’ rating on the shares. The firm adjusted ratings and price targets in the large cap bank group as part of its 2026 outlook. Barclays expects the trends that drove double-digit earnings growth and bank stock outperformance in 2025 to carry into 2026.</p><p>Citi raised the firm's price target on BNY to $120 from $113 and kept a ‘Neutral’ rating on the shares. The firm upped price targets for the custody banks ahead of the Q4 report.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around BK trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>BK shares have risen 63% over the past year.&nbsp;</p><p>One user called its fourth quarter earnings as ‘strong and steady’ and predicted the stock to reach the $120-$125 range.&nbsp;</p><p><stembedurl>https://stocktwits.com/Tat2doc/message/641636583</stembedurl></p><p>&nbsp;</p>

In this photo illustration, the BNY Mellon company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

BNY Shares Rally – What’s Driving Retail Optimism?

BNY posted a rise in its Q4 profit helped by higher net interest income and a rally in the equities market that raised the value of the assets of the clients it manages.

Equity

BNY posted a rise in its Q4 profit helped by higher net interest income and a rally in the equities market that raised the value of the assets of the clients it manages.


<ul class="summary-bullets"><li>Boeing delivered 600 commercial planes in FY25, compared to a mere 132 planes it delivered in 2024.&nbsp;</li><li>Boeing also said it delivered 160 commercial planes in the fourth quarter of 2025.</li><li>Its European rival Airbus delivered 793 commercial planes in 2025, a 4% jump from 2024.</li></ul><p>Shares of Boeing rallied on Tuesday after it announced that its full year 2025 deliveries of commercial planes jumped more than 400% compared to 2024.&nbsp;</p><p>Boeing said it delivered 600 commercial planes in FY25, rising 435% compared to a mere 132 planes it delivered in 2024. However, it fell short of its European rival Airbus, who delivered 793 commercial planes in 2025.&nbsp;</p><p>Boeing is seeing a renewed demand for its planes after challenging years for the aerospace giant. The company is ramping up its production for 737 Max and 787 dreamliners in order to meet global demand.&nbsp;</p><p>Boeing also said it delivered 160 commercial planes in the fourth quarter of 2025, compared with 57 it delivered in the same quarter in 2024.&nbsp;</p><h2 class="st-heading-2">Surge In Orders</h2><p>Alaska Airlines last week, placed a record order for the plane manufacturer signaling that airlines are moving ahead with Boeing orders. Alaska Airlines placed an order for 105 Boeing 737-10 aircraft and five additional 787 widebody jets.</p><p>Boeing has also been able to win several key defense deals as well as new commercial orders from across the globe including middle east airline Emirates.&nbsp;</p><h2 class="st-heading-2">Growth Outpaces Airbus</h2><p>Boeing, despite delivering fewer commercial airplanes in 2025, posted significantly higher growth figures compared to its rival Airbus who posted a 4% growth in deliveries.&nbsp;</p><p>Airbus had warned of supply issues hurting its delivery targets. It had trimmed its FY25 target of deliveries to 790 planes earlier.&nbsp;</p><h2 class="st-heading-2">CEO Warns Of More Work To Do</h2><p>Boeing’s chief Kelly Ortberg reportedly told employees last week that the company still has important work ahead in 2026, to continue their turnaround after a series of crises.</p><p>According to a <a href="https://stocktwits.com/news-articles/markets/equity/boeing-ceo-tells-staff-important-work-ahead-for-turnaround/cmUbSlgR45L">report</a> from Bloomberg News, Ortberg said, “To continue our turnaround, we still have important work ahead of us — perhaps even more than what we accomplished last year.”</p><p>The CEO will provide a full update on Boeing's performance when the company reports fourth-quarter earnings expected on January 27.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around BA trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares of Boeing have risen nearly 44% over the past year.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br><br>&nbsp;</p>

Boeing logo is seen at the International Defence Industry Exhibition in Kielce, Poland, on September 2, 2025.

Boeing Stock Rallies As FY25 Deliveries Jump 435%, Beating Growth At Rival Airbus

Boeing said it delivered 600 planes in FY25, rising 435% compared to a mere 132 planes it delivered in 2024.

<ul class="summary-bullets"><li>“We will continue to reduce our headcount in 2026”, the company said, as per the report.&nbsp;</li><li>CEO Jane Fraser has taken the corporate reorganization efforts at the U.S. firm since taking up the role</li><li>Citigroup is planning to report results on Wednesday and inform its staff of their bonuses for 2025.<br>&nbsp;</li></ul><p>U.S. banking giant Citigroup is reportedly cutting 1000 jobs this week as part of its CEO Jane Fraser's cost-cutting efforts.</p><p>The job cuts are part of the bank's plan announced two years ago to reduce staff by 20,000 before the end of 2026, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-12/citi-to-cut-about-1-000-jobs-this-week-as-fraser-trims-costs">report</a> from Bloomberg News that cited people familiar with the matter.&nbsp;</p><p>Fraser has taken the corporate reorganization efforts at the U.S. firm since taking up the role, in a bid to trim down management layers and fasten decision making.&nbsp;</p><p>“We will continue to reduce our headcount in 2026”, the company said, as per the report. It further added that these changes reflect adjustments the company is making to ensure staffing levels and expertise align with current business needs.&nbsp;</p><h2 class="st-heading-2">FY25 Results On The Horizon</h2><p>Citigroup is planning to report results on Wednesday and inform its staff of their bonuses for 2025.&nbsp;</p><p>The company is expected to post a revenue of $20.5 billion for the fourth quarter (Q4) as per the data from Fiscal.ai. It is also expected to post a profit of $1.73 per share.&nbsp;</p><h2 class="st-heading-2">Improving Control Issues</h2><p>Citigroup has been improving its oversight and control deficiencies in its business. Last month, the Federal Reserve told the firm that it has closed formal notices requiring the bank to fix trading risk management weaknesses, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/us-fed-terminates-citi-notices-that-demanded-bank-improve-risk-controls-sources-2025-12-17/">report</a> from Reuters News.</p><p>The Fed in 2023 had issued notices to Citi to address three so-called Matters Requiring Immediate Attention, or MRIAs, identifying problems relating to how the bank calculates and manages the risks of its trading partners and sets aside capital to cushion potential losses on those trades, the report added.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around <a href="https://stocktwits.com/symbol/C">C</a> trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in Citigroup have risen nearly 66% over the past year.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p><br>&nbsp;</p>

Chief executive officer of Citigroup Jane Fraser visits FOX Business Network's "Mornings With Maria" at Fox Business Network Studios on May 29, 2025 in New York City. (Photo by John Lamparski/Getty Images)

US Banking Giant Citigroup To Cut 1,000 Jobs This Week: Report

The job cuts are part of the bank's plan announced two years ago to reduce staff by 20,000 before the end of 2026, Bloomberg News report said. 

<ul class="summary-bullets"><li>The settlement comes after a federal judge rejected an earlier settlement in November.</li><li>Under the new settlement, Capital One will pay $425 million in restitution, including an estimated $34 million to New Yorkers who had 360 Savings accounts.</li></ul><p>Capital One shares plunged on Monday after a federal judge preliminarily approved the company's revised $425 million to settle a lawsuit related to its 360 ‌ Savings accounts with depositors who said they were cheated out of high interest rates.&nbsp;</p><p>The settlement comes after a federal judge in November rejected an earlier settlement where Capital One agreed to pay depositors $300 million to cover interest the depositors could have earned and $125 million of additional interest to depositors who still have the 360 savings account.&nbsp;</p><h2 class="st-heading-2">New Settlement</h2><p>The settlement, which has been preliminarily approved by the court on Monday, will require Capital One to pay $425 million in restitution, including an estimated $34 million to New Yorkers who had 360 Savings accounts.</p><p>The settlement will also require Capital One to match 360 Savings and 360 Performance Savings interest rates, erasing the misleading two-tiered system of accounts at the heart of Attorney General James’ lawsuit and providing an estimated $530 million to consumers nationwide in future additional interest, according to a statement from Attorney General Letitia James.</p><p>“After Attorney General James led a bipartisan coalition of attorneys general in opposing an earlier proposed class action settlement that did not deliver enough for Capital One customers who were wronged, this new settlement more than doubles the value of the earlier one,” said Attorney General Letitia James in a statement.</p><h2 class="st-heading-2">Trump’s 10% Credit Card Rate Cap Fears</h2><p>President Donald Trump on Friday said he was considering a one-year, 10% cap on credit card interest rates, arguing that current rates of 20%–30% are excessively high and that he was moving to fulfill one of his campaign promises.</p><p>Credit card companies are expected to get hit the most by this step if it is implemented, as their interest income will see a hit that typically accounts for the majority of credit card revenue and an even larger share of profit.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around COF trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>Shares of Capital One have risen nearly 33% over the past year.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

Sign at the entrance to a Capital One Bank branch in Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)

Capital One Shares Plunges - What’s With $425M Settlement?

 federal judge preliminarily approved the company's revised $425 million to settle a lawsuit related to its 360 ‌ Savings accounts with depositors who said they were cheated out of high interest rates. 

<ul class="summary-bullets"><li>TD Cowen kept a ‘Hold’ rating on the shares.</li><li>Last week, Susquehanna lowered the firm's price target on PayPal to $90 from $94.</li><li>Susquehanna trimmed the company's Q4 estimates, saying its branded experiences may decelerate a few points in the quarter.</li></ul><p>PayPal stock garnered investor attention on Monday as a Wall Street downgrade triggered fear among traders.&nbsp;</p><p>TD Cowen lowered the firm's price target on PayPal to $65 from $80 and kept a ‘Hold’ rating on the shares. The firm adjusted its targets in the payments group as part of fourth quarter (Q4) preview, as per TheFly.&nbsp;</p><p>The fintech companies start the new year on "mostly stable fundamental footing but largely suspect sentiment," the analyst told investors in a research note. TD does not expect the Q4 reports to be a "material catalysts for many”, the note added.&nbsp;</p><h2 class="st-heading-2">More Price Cuts</h2><p>Last week, Susquehanna also lowered the firm's price target on PayPal to $90 from $94 and kept a ‘Positive’ rating on the shares.&nbsp;</p><p>The firm trimmed the company's Q4 estimates, saying its branded experiences may decelerate a few points in the quarter. The segment may not be ramping as fast as initially expected, the analyst told investors in a research note.&nbsp;</p><p>Susquehanna said that PayPal's overall growth outlook could be more gradual than initially anticipated.</p><p>Shares in the company were down around 1.5% and were among the trending stocks on Stocktwits at the time of writing.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around PYPL trended in ‘bullish’ territory amid ‘high’ message volume.<br>Shares of PayPal have fallen 30% over the past year.&nbsp;</p><p>One user criticized the company’s phone application saying it impedes its user growth.</p><p><stembedurl>https://stocktwits.com/r49/message/641527390</stembedurl></p><p>Another user said it sold the stock at a 20% loss.</p><p><stembedurl>https://stocktwits.com/vogias/message/641533370</stembedurl></p><p>Another bearish user on the stock opined to buy the stock at $51.</p><p><stembedurl>https://stocktwits.com/Stockstunks/message/641522274</stembedurl></p><h2 class="st-heading-2">Cautious Spending</h2><p>PayPal during its third quarter results flagged the ongoing worries of consumers cutting down their spending as elevated inflation and rising fears of macro uncertainty due to global tariffs imposed by the U.S. President Donald Trump.&nbsp;</p><p>PayPal’s CFO during an earnings call had said that the company is seeing smaller basket sizes, as well as average order value being down especially among the retail consumers.</p><h2 class="st-heading-2">AI Push</h2><p>PayPal in 2025 also teamed up with OpenAI in a bid to allow ChatGPT users to make payments instantly using PayPal, and PayPal is also supporting payments processing for merchants leveraging OpenAI Instant Checkout.&nbsp;</p><p>Under this partnership, PayPal has also expanded its AI strategy with OpenAI beyond commerce — scaling access to ChatGPT Enterprise for its 24,000+ employees, enabling engineers with Codex, and broadly expanding direct use of OpenAI's APIs.&nbsp;<br>&nbsp;</p>

PayPal logo can be seen at its office in San Jose, California, United States on November 23, 2019. (Photo by Yichuan Cao/NurPhoto via Getty Images)

PayPal Stock Dives – What’s Behind The Selloff?

Analyst at TD Cowen has lowered the firm's price target on PayPal to $65 from $80.

<ul class="summary-bullets"><li>Goldman Sachs raised the firm's price target on SanDisk to $320 from $280 and kept a ‘Buy’ rating on the shares.</li><li>Mizuho raised the firm's price target on SanDisk to $410 from $250.&nbsp;</li><li>Shares have skyrocketed 718% in the past six months.</li></ul><p>Shares of SanDisk rallied on Friday as several analysts raised the price target on the stock fueling more optimism into retail traders.&nbsp;</p><p>Goldman Sachs analyst James Schneider raised the firm's price target on SanDisk to $320 from $280 and kept a ‘Buy’ rating on the shares. He said that the sentiment remains very positive, driven by strong pricing momentum, and Nvidia's (NVDA) recent memory controller announcement, as per TheFly.&nbsp;</p><p>The increasing optimism comes amid growing demand for artificial intelligence, data center deployments, and memory chips even as a global supply shortage is boosting Dynamic Random Access Memory (DRAM) and NAND Flash prices.</p><p>Sandisk’s Solid-State Drives (SSD) are powering AI workloads through enterprise storage. At the 2026 Consumer Electronics Show (CES), Sandisk announced the rebranding of its high-performance lines, launching the Sandisk Optimus SSD brand.</p><p>Shares soared nearly 13% higher on Friday. Shares have skyrocketed 718% in the past six months.&nbsp;</p><h2 class="st-heading-2">Buoyed Streets</h2><p>Mizuho raised the firm's price target on SanDisk to $410 from $250 and kept an ‘Outperform’ rating on the shares. The firm adjusted targets in the semiconductors and semiconductor capital equipment group as part of its 2026 outlook. Mizuho sees continued upside for the group in 2026 due to "attractive valuations," but more modest than 2025.&nbsp;</p><p>BofA also raised the firm's price target on SanDisk to $390 from $300 and kept a ‘Buy’ rating on the shares after Nvidia (NVDA) CEO Jensen Huang presented "Vera Rubin" and co-developed chips that will drive significant improvement in performance for AI workloads at the Consumer Electronics Show in Las Vegas.&nbsp;</p><p>Part of the performance increase coming from the ability to handle larger context windows for AI models through a dedicated storage tier connected via a Bluefield-4 chip elevates NAND to a more prominent tier in AI workloads and allows for significant performance improvements, the analyst said in a note to investors.&nbsp;</p><p>Separately, demand remains strong and pricing robust, which should drive significant positive estimate revisions for SanDisk, the analyst added.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around SNDK trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.</p><p>One user predicted that the stock price will reach $1000 and compared it to SMCI.</p><p><stembedurl>https://stocktwits.com/meeepah/message/641392438</stembedurl></p><p>Another bullish user said they will hold the stock until it hits the $400 mark.&nbsp;</p><p><stembedurl>https://stocktwits.com/TeTeNiToTo/message/641372344</stembedurl></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

In this photo illustration, storage chip manufacturer SanDisk is displayed on a smartphone screen on November 10, 2025 in Guangzhou, Guangdong Province of China. (Photo by Qin Zihang/VCG via Getty Images) 

SanDisk Shares Rocket Again, Despite 718% Rally In Past Six Months

Goldman Sachs analyst James Schneider said sentiment on SanDisk remains very positive, driven by strong pricing momentum, and Nvidia's recent memory controller announcement.

<ul class="summary-bullets"><li>The CEO will provide a full update on Boeing's performance at its upcoming fourth quarter earnings.</li><li>Alaska Airlines on Wednesday announced a record order for the plane manufacturer.<br>&nbsp;</li></ul><p>Boeing’s chief Kelly Ortberg reportedly told employees that the company still has important work ahead in 2026, to continue their turnaround after a series of crises.&nbsp;</p><p>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-08/boeing-ceo-sees-more-work-on-company-turnaround-in-2026-memo#:~:text=%E2%80%9CLooking%20back%20to%20where%20we,contrast%20to%20Wall%20Street's%20enthusiasm.">report</a> from Bloomberg News, Ortberg said, “To continue our turnaround, we still have important work ahead of us — perhaps even more than what we accomplished last year.”&nbsp;</p><p>"Looking back to where we were this time last year, we've made a lot of progress and have set the foundation to keep moving Boeing forward in 2026," Ortberg said in a companywide memo, as per the report.&nbsp;</p><p>The CEO will provide a full update on Boeing's performance when the company reports fourth-quarter earnings expected on January 27.</p><h2 class="st-heading-2">Recovery Signs</h2><p>Alaska Airlines on Wednesday <a href="https://stocktwits.com/news-articles/markets/equity/alaska-airlines-places-record-order-for-boeing-737-10-787-jets/cmxzcYDR429">announced</a> a record order for the plane manufacturer in a move that signals returning confidence among airlines towards Boeing’s jets.&nbsp;</p><p>Alaska airline said it will order 105 Boeing 737-10 aircraft and five additional 787 widebody jets.&nbsp;<br>The airline also secured rights to purchase 35 more 737-10s, extending its delivery schedule through 2035 and locking in key production slots. The order lifts Alaska’s total Boeing orderbook to 245 aircraft, on top of the 94 MAX jets currently in service.</p><h2 class="st-heading-2">Ortberg Rein</h2><p>Boeing CEO Kelly Ortberg took up the top job at the plane manufacturer back in 2024 at a time when the company was facing regulatory hurdles after a door panel of Alaska Airlines-operated Boeing 737 MAX 9 jet blew off midair in 2024.</p><p>Since 2024, Boeing has won several major defense deals and has received an influx of new commercial orders from airlines across the globe including Emirates.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around BA trended in ‘bearish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares of Boeing have risen nearly 33% over the past year.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br>&nbsp;</p>

An exterior of a Boeing 777X at the Farnborough Airshow, on 20th July 2022, at Farnborough, England. (Photo by Richard Baker / In Pictures via Getty Images)

Boeing’s CEO Tells Staff ‘Important Work Ahead’ To Continue Its Turnaround: Report

According to a report from Bloomberg News, Ortberg said the company has made a lot of progress and has set the foundation to keep moving Boeing forward in 2026. 

<ul class="summary-bullets"><li>The company's sales fell 10% to $2.22 billion for the quarter. However, it still beat analysts’ estimates of $2.17 billion.</li><li>Constellation’s board of directors declared a quarterly cash dividend of $1.02 per share.&nbsp;</li><li>The company reported comparable diluted net income per share of $3.06, beating analyst estimates of $2.63 per share.</li></ul><p>Shares of Constellation Brands (STZ) rallied in after-market hours on Wednesday after it reported third quarter profit that was above analyst estimates.&nbsp;</p><p>The company said its beer business continues to outperform the industry, exceeding total beverage alcohol by nearly half a percentage point and the beer category by approximately 1 percentage point year-over-year.</p><p>The company reported comparable diluted net income per share of $3.06, beating analyst estimates of $2.63 per share, according to data from Fiscal.ai.&nbsp;</p><p>“Our Beer Business delivered dollar and volume share gains in tracked channels and gained incremental distribution points, while our Wine and Spirit Business continued to outperform the U.S. wine industry. By focusing on factors within our control, we are confident that we are positioning the company for long-term success,” said Bill Newlands, President and Chief Executive Officer at Constellation Brands.&nbsp;</p><p>Constellation’s board of directors declared a quarterly cash dividend of $1.02 per share of Class A Common Stock payable on February 12, 2026.&nbsp;</p><h2 class="st-heading-2">Reaffirms FY26 Outlook</h2><p>The company reaffirmed its comparable earnings outlook of $11.30 to $11.60 per share for the fiscal year 2026. Analysts on average expected $11.47 per share.&nbsp;</p><p>It also maintained its cash flow target of $2.5 billion to $2.6 billion.&nbsp;</p><h2 class="st-heading-2">Tariffs Continue To Pressure</h2><p>"The operating environment during the third quarter of fiscal 2026 remained challenged, which was in line with our expectations and relatively consistent with the prior quarter,” Newlands said.&nbsp;</p><p>U.S. President Donald Trump’s tariffs have been hurting beer companies who are seeing their margins erode due to 50% tariffs on aluminum cans.&nbsp;</p><p>Constellation Brands’ comparable net sales fell 10% to $2.22 billion for the quarter compared to the same quarter a year ago. However, it still beat analysts’ estimates of $2.17 billion, as per data from Fiscal.ai.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around STZ shares trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares of Constellation Brands have fallen 37% over the past year.&nbsp;<br>&nbsp;</p>

Bottles of Corona beer are displayed on a shelf at a BevMo store on January 05, 2024 in San Rafael, California. (Photo by Justin Sullivan/Getty Images)

Constellation Brands Rallies During After Market Hours – Here’s Why?

The company reported its third quarter net sales that was lower-than-expected amid tariff pressures. 

<ul class="summary-bullets"><li>Hybrid sales in Q4 rose about 18% to 55,374 vehicles.&nbsp;</li><li>Dearborn-based Ford said in December that it expects to incur $19.5 billion in EV-related charges after it killed several EV models to stem losses from the segment.</li><li>For Ford, gas vehicles continued to be the customer’s favorite in Q4, with the company recording growth of 4.8% in sales to 475,329 units.</li></ul><p>Ford Motor Co (F) said on Tuesday that it sold 545,216 vehicles in the U.S. in the fourth quarter (Q4) of 2025, marking a growth of 2.7% from the corresponding period last year, despite a steep drop in EV sales.</p><p>The automaker <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s205.q4cdn.com/882619693/files/doc_news/2026/Jan/06/Ford-U-S-Q4-2025-Sales-Release.pdf">witnessed</a> its pure EV sales decline by about 52% in the three months through the end of December to 14,513 units, down from 30,176 units in Q4 2024, after federal tax credit on the purchase of new EVs expired on Sept. 30, driving down consumer demand. Hybrid sales, however, rose about 18% to 55,374 vehicles.</p><h2 class="st-heading-2">Ford Reasserts Faith In Lowered EV Push</h2><p>Dearborn-based Ford said in December that it expects to incur $19.5 billion in EV-related charges after it killed several EV models to stem losses from the segment.</p><p>“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs and regulatory changes,” the company said.</p><p>While a majority of the charges would be incurred in the fourth quarter, the remaining will be incurred in 2026 and 2027, the company said.</p><p>CEO Jim Farley had noted that the move is centered on customer demand. “The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high margin opportunities like our new battery energy storage business,” he said.</p><p>Ford on Tuesday reiterated its faith in its updated strategy on the heels of the sales numbers. “Our growth across record hybrid sales shows that our 'power of choice' approach – offering gas, hybrid, and electric – is exactly what consumers are looking for right now,” said Andrew Frick, president, Ford Blue and Model e.</p><h2 class="st-heading-2">Gas Guzzling Vehicles In Q4</h2><p>For Ford, gas vehicles continued to be the customer’s favorite in Q4, with the company recording growth of 4.8% in sales to 475,329 units. Trucks were the most preferred vehicle type as the F-series continued to be the company’s best-seller though its sales dropped by over 3% in the quarter.</p><p>The company also scaled sales of its Maverick and Ranger trucks in the period.</p><h2 class="st-heading-2">Full Year Sales And Rival Performance</h2><p>Ford’s overall sales in the U.S. for the full year grew 6% to 2.2 million units, taking its overall market share to 13.2%. F shares closed up over 2% on Tuesday.</p><p>Meanwhile, Ford’s rival General Motors on Monday reported a 7% decline in Q4 U.S. vehicle deliveries due to a dive in EV demand. Overall sales for the year, however, rose 5.5%.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around F stock stayed within the 'bearish' territory while message volume increased from ‘low’ to ‘normal’ levels.</p><p>A Stocktwits user sees the stock hitting as high as $25 by the end of week.</p><p><stembedurl>https://www.stocktwits.com/Stockslingin/message/641000386</stembedurl></p><p><a href="https://stocktwits.com/symbol/F">F stock</a> has gained over 39% in the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-touts-upcoming-tesla-roadster-as-best-of-last-of-human-driven-cars/cmxDE9YR4cb">Elon Musk Touts Upcoming Tesla Roadster As The Best Of The Last Of Human Driven Cars, But Notes Safety Is Not The Priority</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Ford exhibit area is shown at the 2025 Detroit Auto Show at Huntington Place on January 10, 2025 in Detroit, Michigan. 

Ford Reaffirms Faith In Less EV, More Hybrid, Gas Vehicle Strategy After Q4 Sales Report: Retail Sees Stock Hit As High $25 This Week

The automaker witnessed its pure EV sales decline by about 52% in the three months through the end of December to 14,513 units, down from 30,176 units in Q4 2024.

<ul class="summary-bullets"><li>The solution helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.</li><li>Teradyne earlier said it is opening a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.</li></ul><p>Teradyne Robotics shares rallied to all-time high on Tuesday after it unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.&nbsp;</p><p>The solution combines Robotiq’s PAL Ready palletizing cell with Teradyne Robotics’ unit Universal Robots’ UR20 robot arm, which is integrated into Siemens’ automation hardware and uses its new digital twin composer software, the company said in a statement. &nbsp;</p><p>It helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.&nbsp;</p><p>“Our work with Robotiq and Universal Robots exemplifies what can happen when you mix together advanced automation and real-time digital twins with the power of industrial AI,”said Stuart McCutcheon, global vice president of sales and customer success, Siemens.</p><h2 class="st-heading-2">U.S. Expansion</h2><p>Teradyne in December announced that it is expanding its operations in the United States. It said it will open a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.&nbsp;</p><p>The new U.S. Operations Hub will support the re-industrialization of America with advanced robotics. The company is seeking to support the evolving needs of American industry, including productivity, reshoring, upskilling, and increased automation to address workforce challenges and enhance global competitiveness.</p><p>“This new U.S. Operations Hub is a pivotal step to support the growth of advanced robotics in America and demonstrates our commitment to customers in the United States,” said Jean-Pierre Hathout, President of the Teradyne Robotics Group.</p><p>Teradyne already has a large robotics customer base in North America and a regional robotics office in Novi, Michigan. The company is based in North Reading, Massachusetts with its robotics Research and Development based in Denmark.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in Teradyne have surged nearly 69% in the past one year.&nbsp;<br>&nbsp;</p>

A boxing robot makes appearance at the opening ceremony of the 7th Beijing Academy of Artificial Intelligence (BAAI) Conference on June 6, 2025 in Beijing, China. 

Teradyne Shares Soars To All-Time High — What’s Driving The Rally?

Teradyne on Tuesday unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.

ProShares Trust - ProShares S&P 500 Ex-Health Care ETF

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

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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