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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 trending due to mixed market reactions following its Q4 earnings beat, as the stock experiences a significant dip despite exceeding revenue and EPS estimates. Community discussion centers on concerns over decelerating subscriber growth and conservative 2026 guidance, alongside the ongoing drama and shareholder sentiment surrounding the proposed Warner Bros. acquisition and its impact on buybacks and future debt.

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 is a trending topic as anticipation grows for its potential PMDA approval in Japan and its presentation at the J.P. Morgan Healthcare Conference, driving significant community discussion. Investors are actively highlighting the company's innovative Alpha DaRT technology and recent strong clinical data in pancreatic cancer, signaling a potential shift towards increased institutional interest in this transformative oncology player.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is trending as escalating geopolitical tensions, particularly surrounding potential US tariffs on European countries over Greenland, drive a significant 'risk-off' rotation in the markets. The community is actively discussing gold as a premier safe-haven asset, anticipating continued strong upside as investors seek protection against market instability and potential fiat currency debasement. This robust demand is pushing the metal to new highs amidst broader concerns over the US dollar and global economic conditions.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is trending due to recent reports of exceptionally high-grade silver drill results from its Nevada project and a broader surge in precious metals prices. The community is actively discussing continued accumulation by billionaire investor Eric Sprott and the potential for a significant short squeeze, while also noting recent commentary from CEO Diane Garrett regarding the company's capital position. Despite enthusiasm for its vast resources, some caution against its current lack of commercial production amid a rapidly rising valuation.

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

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending following an investor day that revealed significantly raised revenue guidance and prompted numerous analyst price target upgrades, signaling strong confidence in its future trajectory. The community is actively discussing the company's robust position in autonomous systems, anticipating a substantial run fueled by potential defense contracts and strategic acquisitions. Despite broader market volatility, investors view recent dips as buying opportunities, reinforcing the long-term growth outlook in critical defense and communication infrastructure.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending due to recent significant government contract wins, notably with the U.S. Department of Health and Human Services and the U.S. Army, signaling increasing adoption of its enterprise AI solutions within the public sector. The community is actively debating whether these new contracts, combined with its high short interest and new leadership, position the company for a major turnaround despite past financial concerns and ongoing skepticism about its long-term growth trajectory.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is experiencing extreme volatility as natural gas prices surge dramatically, driven by recent colder weather forecasts and a significant short squeeze in the underlying commodity. This has led to a substantial decline in KOLD, with traders actively debating buying the dip amidst widespread discussion of the natural gas market's 'widowmaker' reputation. The community remains focused on weather pattern shifts and the sustainability of this rapid price movement, highlighting the inherent high risk of leveraged natural gas ETFs.

Anteris Technologies Global Corp. is a structural heart company, which engages in the development and commercialization of medical devices for heart diseases. It operates through the following geographical segments: United States, Germany, Australia, Switzerland, and Sweden. The company was founded in 1999 and is headquartered in Eagan, MN.

Anteris Technologies Global Corp.

Anteris Technologies Global

Anteris Technologies (AVR) is currently trending following a significant strategic investment of up to $90 million from Medtronic and a concurrent public offering, which has sparked varied community reactions. While the Medtronic backing is widely viewed as a strong industry endorsement for its innovative DurAVR technology and potential for serious growth, concerns about substantial share dilution from the offering are also actively debated among investors. This comes as the company advances its global pivotal trial for the DurAVR heart valve, targeting the multi-billion-dollar TAVR market.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is trending following positive Phase 1 clinical trial data for its eczema drug, soquelitinib, which showed significant efficacy and safety, particularly in treatment-resistant patients. This promising development has fueled speculation about its blockbuster potential and future partnerships, even as the company's recent public offering sparks debate among investors regarding potential dilution versus funding for accelerated pipeline progression. The community is actively discussing the drug's strong profile and the ongoing battle between bulls and bears as the stock experiences substantial volatility.

TE Connectivity Plc is a company that engages in the provision of connectivity and sensor solutions for the purpose of distribution of power, signal, and data. It operates under the following segments: Transportation Solutions, Industrial Solutions, and Communications Solutions. The Transportation Solutions segment include terminals and connector systems and components, sensors, relays, antennas, and application tooling. The Industrial Solutions segment include terminals and connector systems and components, interventional medical components, relays, heat shrink tubing, and wire and cable. The Communications Solutions segment include terminals and connector systems and components, antennas, and heat shrink tubing. The company was founded in 2007 and is headquartered in Galway, Ireland.

TE Connectivity plc - Registered Shares

TE Connectivity Ltd - Registered Shares

TE Connectivity is trending following its robust fiscal Q1 earnings, which significantly exceeded expectations for both revenue and EPS, coupled with an optimistic outlook for the coming quarter. The community is highlighting the company's record orders and strong execution in high-growth areas like AI, next-gen vehicles, and energy infrastructure, leading to a largely bullish sentiment among analysts and investors.

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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>The co-innovation lab will use Nvidia’s new Vera Rubin chips and be built on its BioNeMo platform, while leveraging Lilly’s pharmaceutical expertise.</li><li>Apart from drug discovery, the collaboration will also explore AI’s use in clinical development, manufacturing, and commercial operations that can integrate multimodal models, agentic AI, robotics, and digital twins.</li><li>The lab is expected to begin operations early this year.</li></ul>Nvidia Corp. (NVDA) and Eli Lilly (LLY) announced on Monday that the two companies will jointly invest $1 billion over five years to build a new joint research lab in the San Francisco Bay area.The co-innovation lab will leverage Nvidia’s new Vera Rubin chips and be built on the company’s BioNeMo platform, while leveraging Eli Lilly’s pharmaceutical expertise to accelerate medicine development, the companies said.The lab will expand on the U.S. pharma giant’s previously-announced artificial intelligence (AI) supercomputer and will use Nvidia’s next-generation architectures.Apart from drug discovery, the collaboration will also seek to explore ways to use AI in clinical development, manufacturing, and commercial operations that can integrate multimodal models, agentic AI, robotics, and digital twins. The lab is expected to begin operations early this year.<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> were up 0.09% at the time of writing, while <a href="https://stocktwits.com/symbol/LLY">shares of LLY</a> were up 0.79% at the same time.<h2 class="st-heading-2">Eli Lilly’s AI Push</h2>Nvidia and Lilly’s joint announcement comes at the start of the 44th Annual JPMorgan Healthcare Conference in San Francisco and follows the drugmaker’s announcement from October 2025 of launching a supercomputer, also leveraging 1,000 Nvidia Blackwell Ultra GPUs.The supercomputer would power an AI factory or a specialized computing infrastructure to manage the entire AI lifecycle from data input and training to fine-tuning and high-volume inference, the company had announced then.The AI factory will now be used to train large biomedical foundation and frontier models for identifying, optimizing and validating new molecules with exceptional speed and accuracy while also supporting advanced applications in manufacturing, medical imaging and scientific AI agents.“For nearly 150 years, we’ve been working to bring life-changing medicines to patients,” David A. Ricks, chair and CEO of Eli Lilly said. “Combining our volume of data and scientific knowledge with NVIDIA’s computational power and model-building expertise could reinvent drug discovery as we know it.”Lilly’s competitor Novo Nordisk (NVO) has also been making a significant push into AI, partnering with major tech firms including Nvidia, Microsoft, and AWS across its value chain.<h2 class="st-heading-2">Nvidia’s Healthcare Market Exploration</h2>Nvidia, the most valuable corporation in the world, has been exploring healthcare and pharmaceuticals as new markets for its AI chips.Apart from the deal with Lilly, the semiconductor company also announced a collaboration with research company <a href="https://stocktwits.com/symbol/TMO">Thermo Fisher Scientific Inc.</a> (TMO) for manufacturing scientific instruments that are intelligent as well as autonomous labs.Nvidia’s BioNeMo and NeMo platforms are also being adopted by other firms for biotech and drug discovery to power foundation models, AI-driven molecular design, and autonomous “AI scientist” systems as well as for robotics and lab automation to introduce simulation, and physical AI technologies.“AI is transforming every industry, and its most profound impact will be in life sciences,” said Jensen Huang, Nvidia’s founder and CEO.“NVIDIA and Lilly are bringing together the best of our industries to invent a new blueprint for drug discovery — one where scientists can explore vast biological and chemical spaces in silico before a single molecule is made,” he said about the deal with Lilly.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares were in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes at the time of writing.Meanwhile, retail sentiment around LLY shares were ‘bullish’ at the same time with ‘high’ message volumes.Shares of NVDA climbed over 38% in the past year while LLY shares rose over 34% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Nvidia, Lilly Team Up For $1B Drug AI Lab

The two companies will invest the funds over five years to build a new joint research lab in the San Francisco Bay area. 

<ul class="summary-bullets"><li>The collaboration follows months of speculation that Apple was exploring external AI support to modernize Siri.</li><li>News of the partnership lifted investor sentiment around both companies, with Alphabet’s market capitalization surpassing the $4 trillion mark.</li><li>Google and Apple also have an existing partnership, which allows the former’s search engine to remain the default on iPhones.</li></ul>Apple Inc. (AAPL) has reportedly confirmed a new collaboration with Alphabet Inc.’s (GOOGL, GOOG) Google to power artificial intelligence enhancements for its products, including updates to its voice assistant Siri later in 2026.The arrangement marks a shift in Apple’s approach to building advanced AI features by leaning on external AI infrastructure.<h2 class="st-heading-2">New AI Partnership</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/12/apple-google-ai-siri-gemini.html">report</a>, under the multi-year agreement, Apple will use Google’s cloud services and its Gemini AI models as the backbone for its future foundational AI systems.“After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models and we’re excited about the innovative new experiences it will unlock for our users,” Apple said.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://apple">Apple stock</a> inched 0.01% lower on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;The collaboration follows months of speculation that Apple was exploring external AI support to modernize Siri. Apple showed off a new version of Siri at its 2024 Worldwide Developers Conference, promising a more natural, chat-like assistant and support for ChatGPT.Many people expected the improved Siri to arrive with the iPhone 16, but Apple later pushed the release back with no clear date. The upgrade is now expected to roll out sometime in 2026.<h2 class="st-heading-2">Market Impact And Competitive Context</h2>News of the partnership lifted investor sentiment around both companies, with Alphabet’s market capitalization surpassing the $4 trillion mark.Alphabet is now the fourth company to cross the $4 trillion market capitalization threshold, joining Nvidia (NVDA), Microsoft (MSFT), and Apple in the club. However, Apple and Microsoft are currently below the $4 trillion valuation mark.The agreement also deepens a long-standing relationship between the two firms, which already includes Google paying Apple to remain the default search engine on iPhones.Dan Ives, managing director at Wedbush Securities, said in a Sunday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2010501128329318643">post</a> on X platform that Apple is expected to choose Google as its sole partner for AI features and officially introduce its upgraded, AI-based Siri assistant at the Worldwide Developers Conference (WWDC) around March or April.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dina-powell-mccormick-joins-meta-president-vice-chairman/cmUaRFNR4Ea">Meta Names Dina Powell As President And Vice Chairman In Executive Shake-Up</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A user holds an iPhone showing Siri and Apple Intelligence logos in front of the Apple and Google logos.

Apple To Use Google’s Gemini AI For Siri Overhaul: Report 

Under the multi-year agreement, Apple will use Google’s cloud services and its Gemini AI models as the backbone for its future foundational AI systems.

<ul class="summary-bullets"><li>Apple’s shipment surge was driven by strong sales of the iPhone 17 series and continued demand for the iPhone 16.</li><li>Looking ahead, Counterpoint predicts a slowdown in 2026 due to rising DRAM and NAND costs.</li><li>Memory now accounts for over 10% of the iPhone 17 Pro Max bill of materials, compared with just 8% in the iPhone 12 Pro Max in 2020.</li></ul>Apple Inc. (AAPL) grabbed 20% of the global smartphone market in 2025, boosted by the launch of the iPhone 17, but faces a potential 50% spike in DRAM prices as AI data centers compete with smartphones for memory bandwidth,&nbsp;according to the latest industry data.According to market research&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://counterpointresearch.com/en/insights/global-smartphone-shipments-grew-2-percent-YoY-in-2025">firm&nbsp;</a>Counterpoint Research,&nbsp;worldwide smartphone shipments rose by 2% year-over-year in 2025, fueled by strong interest in high-end devices and growing adoption of 5G in emerging economies.<h2 class="st-heading-2">Apple Tops Market Share</h2>Apple’s 2025 shipments marked 10% year-on-year increase, the highest growth among the top five brands. The research firm attributed the success to strong sales of the iPhone 17 series and continued demand for the iPhone 16 in regions such as Japan, India, and Southeast Asia.Analyst Varun Mishra noted that the pandemic-era upgrade cycle also contributed to a surge in replacement demand.<blockquote>“Apple’s growth in 2025 was driven by its expanding presence and rising demand across emerging and mid‑size markets, supported by a stronger product mix.”- Varun Mishra, Senior Analyst, Counterpoint Research&nbsp;</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘high’ from ‘extremely high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_074320_png_19b67ebd59.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Jan. 12, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Jan. 12, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">2026 Outlook&nbsp;</h2>Looking ahead, Counterpoint predicts a slowdown in 2026 due to rising DRAM and NAND costs and the prioritization of AI data center components over smartphone production.<blockquote>“The global smartphone market is set to soften in 2026 amid DRAM/NAND shortages and rising component costs, as chipmakers prioritize AI data centers over smartphones.”-Tarun Pathak, Research Director, Counterpoint Research</blockquote>For instance, memory now accounts for over 10% of the iPhone 17 Pro Max bill of materials, compared with just 8% in the iPhone 12 Pro Max in 2020. Flagship devices. The firm predicted that memory costs could rise by 40%-50% in the fourth-quarter of 2025, with similar growth projected in the first-quarter of 2026 and around 20% in the second-quarter.&nbsp;However, Pathak stated that Chinese OEMs focusing on low-end devices may feel the greatest pressure, while Apple and Samsung are expected to remain more resilient due to strong supply chains and premium positioning.AAPL stock has gained over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-soun-stock-rising-premarket-today/cmU9USqR4ET">Why SOUN Stock Is In The Spotlight Today — What Is The Link With CES?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters.

Apple Captures 20% Of Global Smartphone Market, But Rising Memory Costs Cast Shadow On 2026 Growth 

According to market research firm Counterpoint Research, Apple’s 2025 shipments marked 10% year-on-year increase, the highest growth among the top five brands.

<ul class="summary-bullets"><li>According to an Autocar India report, Riders will be able to speak to the system to access information and control features without taking their eyes off the road.</li><li>On January 5, the company&nbsp;rolled out its advanced Amelia 7 agentic artificial intelligence platform at CES.</li><li>Amelia 7 lets drivers and viewers use spoken commands to handle ordinary errands without touching screens or phones.&nbsp;</li></ul>Conversation artificial intelligence (AI) company SoundHound AI, Inc. (SOUN) gained investors’ attention as the company’s AI services captured interest at&nbsp;the Consumer Electronics Show (CES) in Las Vegas.India-based Ultraviolette Automotive unveiled its new “Violette” voice command interface, developed in partnership with Soundhound AI.&nbsp;<a href="https://stocktwits.com/symbol/SOUN">SoundHound AI stock </a>traded over 7% higher in Monday’s premarket.&nbsp;<h2 class="st-heading-2">Hands-Free Control For Riders</h2>According to an Autocar India&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.autocarindia.com/bike-news/ultraviolette-showcases-new-technology-at-ces-438784">report</a>, riders will be able to speak to the system to access information and control features without taking their eyes off the road, relying on a compatible helmet to relay commands to the bike’s systems. The voice assistant lets users query key metrics, including battery level, ride mode, trip statistics, and service reminders.&nbsp;On January 5, the company&nbsp;rolled out its advanced Amelia 7 agentic artificial intelligence platform at the CES, which taps digital agents that can complete purchases and perform complex activities on behalf of users.Amelia 7 lets drivers and riders use spoken commands to handle ordinary errands without touching screens or phones.&nbsp;“At CES 2026, SoundHound is showcasing a whole ecosystem of AI agents that perform tasks and transactions on behalf of consumers, no matter where they are,” said Keyvan Mohajer, CEO and Co-Founder of SoundHound AI.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>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_12_062435_png_6424d123b4.webp" alt="SOUN’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 12, 2026 | Source: Stocktwits" width="926" height="107"><figcaption>SOUN’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 12, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said that the voice AI shown at CES was very impressive and that in just one year, it has improved so much that it sounds almost exactly like a real person.<stembedurl>https://stocktwits.com/texas__red/message/641500338</stembedurl>Another user said that&nbsp;Sounhound&nbsp;is ideally positioned, as the future will be ‘all about voice and motion AI’.<stembedurl>https://stocktwits.com/LieutenantJoe/message/641501523</stembedurl>Additionally, the stock touched the 50-DMA on Friday for the first time since November 3.<figure class="image"><img src="https://news.stocktwits-cdn.com/Soundhound_jpg_b7b6e4ecf7.webp" alt="Soundhound.jpg" width="1309" height="867"></figure>SOUN stock has declined by over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-tempus-ai-stock-surging-premarket-today/cmU9w8kR43x">Why Is Tempus AI Stock Surging 11% Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of SoundHound AI, Inc. is displayed on a smartphone screen.

Why SOUN Stock Is In The Spotlight Today — What Is The Link With CES?

India-based Ultraviolette Automotive unveiled its new “Violette” voice command interface, developed in partnership with Soundhound AI. 

SOUN Stock On Retail Radar Today: SoundHound AI’s Voice Platform Sparks Interest 

India-based Ultraviolette Automotive unveiled its new “Violette” voice command interface, developed in partnership with Soundhound AI. 


<ul class="summary-bullets"><li>Tempus’ 2025 Total Contract Value (TCV) exceeded $1.1 billion.</li><li>The 2025 agreement roster includes global pharma companies such as AstraZeneca, GlaxoSmithKline, and Pfizer.</li><li>Revenue from data and software-based offerings is expected to be approximately $316 million for 2025.</li></ul>Tempus AI, Inc. (TEM) stock gained over 11% in Monday’s premarket after the company reported that its Total Contract Value (TCV) surpassed $1.1 billion by the end of December 2025.Tempus uses artificial intelligence to work with large and diverse sets of medical data and provides tools that help doctors make more personalized treatment decisions.<h2 class="st-heading-2">Record Contract Growth</h2>Tempus secured data and analytics agreements with more than 70 organizations in the last year, showing the broad adoption of its multimodal data platform.&nbsp;The 2025 agreement roster spans global pharmas such as AstraZeneca, GlaxoSmithKline, Pfizer, Novartis, and Merck alongside biotech partners like Incyte and Whitehawk Therapeutics.&nbsp;<blockquote>“Our engagement with life sciences companies has never been stronger, and our data business has never been better positioned, giving us tremendous visibility to continued growth in 2026 and beyond.”-Jim Rogers, CFO, Tempus</blockquote>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/TEM">Tempus AI stock</a> moved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Retention And Revenue Strength</h2>Tempus also reported strong client retention, with net revenue retention around 126% as existing users increased their commitments in 2025.&nbsp;The company also released its outlook for both the fourth quarter (Q4) and the full year of 2025. For the year ending Dec. 31, 2025, Tempus expects total revenue to reach roughly $1.27 billion, a whopping 83% year-over-year increase. The company sees diagnostic testing as the primary growth engine, generating about $955 million in annual revenue.&nbsp;Revenue from data and software-based offerings is expected to be approximately $316 million for the year. For Q4, Tempus expects revenue to climb to nearly $367 million.&nbsp;TEM stock has gained over 104% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-slips-as-amazon-turns-up-heat-on-weight-loss-drugs/cmU9u36R43M"> Why Is HIMS Stock Slipping Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Tempus AI logo is seen displayed on a smartphone screen.

Why Is Tempus AI Stock Surging 11% Premarket Today? 

Tempus secured data and analytics agreements with more than 70 organizations in 2025, showing the broad adoption of its multimodal data platform. 

<ul class="summary-bullets"><li>SMX completed the conversion of $20.6 million in convertible notes into about 1.23 million ordinary shares.</li><li>Earlier this week, the company said it has enough funding to operate into early 2026 and is concentrating on growing its Plastic Cycle Token.</li><li>On January 2, the company said it is adding latex and rubber glove tracking to its platform, focusing on a large and difficult rubber waste.</li></ul>SMX PLC (SMX) announced on Thursday that it has completed the full conversion of $20.6 million in convertible notes issued in December 2025 into about 1.23 million ordinary shares.&nbsp;The company said the conversion provides a clearer path for executing its technology roadmap without the constraints of prior financing instruments.Despite the firm’s optimism, shares of the company declined nearly 4% on Thursday morning. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_100237_png_77ccfd8085.webp" alt="SMX’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="928" height="110"><figcaption>SMX’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure>Stocktwits users sounded optimistic about the stock.&nbsp;<stembedurl>https://stocktwits.com/Perpar/message/641203209</stembedurl><stembedurl>https://stocktwits.com/pushing_p/message/641200614</stembedurl><h2 class="st-heading-2">Advancing Material-Embedded Identity Technology</h2>SMX’s platform embeds molecular markers directly into physical materials during manufacturing, creating persistent, tamper-resistant identities. Unlike traditional labels or barcodes that can be removed or lost, this technology ensures the material itself carries verifiable data throughout its lifecycle,&nbsp;This enables authentication, regulatory compliance, lifecycle traceability, and support for circular recovery programs.&nbsp;Earlier this week, the company said it has enough funding to operate into early 2026 and is concentrating on growing its Plastic Cycle Token. The company is investing in expanding its material marking and verification tools, improving its digital systems, and increasing the adoption of its technology across global supply chains.On January 2, the company said it is adding latex and rubber glove tracking to its platform, focusing on a large and difficult rubber waste problem. The firm plans to track gloves from factory to disposal, embedding its invisible molecular markers into the gloves during production.&nbsp;SMX stock has declined by over 99% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apld-stock-jumped-today-roth-capital-price-target-still-leaves-a-lot-of-upside-potential/cmUbBZlR4PD">APLD Stock Jumped Over 16% Today – Roth Capital’s Price Target Still Leaves A Lot Of Upside Potential</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the SMX (Security Matters) logo is seen displayed on a smartphone screen.

SMX Stock Sparks Retail Buzz After Elimination Of Convertible Debt 

The company said the conversion provides a clearer path for executing its technology roadmap without the constraints of prior financing instruments.

<ul class="summary-bullets"><li>In a detailed analysis spanning 24 hours from January 5 to January 6, deepfake researcher Genevieve Oh monitored the @Grok feed on X.</li><li>The research found that roughly 6,700 images per hour were flagged as nudifying or sexually suggestive.</li><li>Officials in Europe, India, and Malaysia have opened probes into X after a surge in nonconsensual intimate images.</li></ul>Elon Musk’s social media platform X has recently emerged as a major site for an unprecedented flood of AI-generated&nbsp;non-consensually undressed images, according to a third-party review of content tied to its built-in chatbot, Grok.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-07/musk-s-grok-ai-generated-thousands-of-undressed-images-per-hour-on-x">report</a>, research found the volume of sexually suggestive and “undressed” visuals posted publicly on the network was far higher than on other major sites for similar content during the same period.<h2 class="st-heading-2">Massive Output From Grok AI</h2>In a detailed analysis spanning 24 hours from January 5 to January 6, deepfake researcher Genevieve Oh monitored the @Grok feed on X and found that roughly 6,700 images per hour were flagged as nudifying or sexually suggestive, dwarfing the average of about 79 such images per hour seen on the next busiest platforms, the report said.The scale of the content has prompted sharp criticism from experts and regulators over the social network’s handling of generative technology.The report cited Brandie Nonnecke, senior director of policy at Americans for Responsible Innovation, who said that Grok has far fewer safeguards than other major chatbots and allows users to create sexual images of real people, even children, with little restriction.<h2 class="st-heading-2">Regulators Step In</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/05/india-eu-investigate-musks-x-after-grok-created-deepfake-child-porn.html">repor</a>t, the concerns follow recent updates to Grok Imagine, which allow users to generate images more easily from text prompts. Safety advocates say those changes coincided with a sharp increase in manipulated images derived from real photos and videos.Officials in Europe, India, and Malaysia have opened probes into X after a surge in nonconsensual intimate images, said the report.&nbsp;At a Monday press briefing, European Commission spokesperson, Thomas Regnier said the agency is “very seriously looking into this matter” and knows that X and Grok have introduced a spicy mode displaying explicit sexual content.&nbsp;“This is not ‘spicy,’” Regnier said. “This is illegal. This is appalling. This is disgusting. This is how we see it, and this has no place in Europe.”Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/one-stream-stock-faces-wave-of-analyst-downgrades-as-hg-capital-deal-caps-upside/cmxyUjVR4ct">OneStream Stock Faces Wave Of Analyst Downgrades As Hg Capital Deal Caps Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the Grok logo while resting on a computer keyboard.

Grok AI Is In The Spotlight Today – This Time Not For A Good Reason

According to a Bloomberg report, research found the volume of sexually suggestive and “undressed” visuals posted publicly on the X platform was far higher than on other major sites.

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