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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 seeing significant discussion following its recent earnings, where a strong Q4 was overshadowed by a weak forward outlook citing supply constraints. This has led to a sharp market reaction, with the community divided between those who believe the stock is oversold given its strategic importance and government backing, and others who see it as an overdue correction for an overextended rally amid ongoing execution challenges.

Sensei Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company which focuses on the discovery, development, and delivery of next generation immunotherapies for the treatment of cancer and infectious diseases. The company was founded in 1999 and is headquartered in Rockville, MD.

Sensei Biotherapeutics Inc

Sensei Biotherapeutics ($SNSE) is trending amidst intense community speculation about a potential short squeeze, driven by its extremely low float and reported high borrow rates. Many anticipate a parabolic breakout, drawing comparisons to other low-float runners, while a significant portion of the community warns of a pump-and-dump, citing the company's stated plans to wind down operations or sell assets. The conversation remains highly polarized between bullish squeeze expectations and bearish fundamental warnings.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is actively discussed as reports suggest Chinese regulators have granted in-principle approval for major tech giants to order its H200 AI chips, sparking optimism among bulls for significant revenue potential. While many celebrate this as a crucial market reopening, others remain cautious, pointing to ongoing geopolitical complexities and recent sideways price action for the stock.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending intensely following its strategic partnership with Primary Digital Infrastructure to co-develop a massive hyperscale data center campus and the completed acquisition of Texas Critical Data Centers. Community discussion is rife with anticipation for a major hyperscale tenant announcement, fueling significant bullish sentiment around its AI and energy infrastructure capabilities. Amidst a recent strong rally, investors are weighing long-term growth potential against concerns regarding upcoming share offerings and the project's current development phase.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is a key discussion point, benefiting from a competitor's weak outlook and a significant new order for its AI chips from a UAE company revealed at Davos. The community is actively debating AMD's rapid market share gains in server and AI segments, even as some express caution regarding its valuation following a strong rally amidst broader chip demand.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending following widespread reports that a deal for TikTok's US business, involving Oracle as a key player, has been finalized. This news has sparked a polarized community discussion, with many anticipating significant upside potential from the new partnership and Oracle's expanding cloud and AI infrastructure, while others highlight ongoing concerns about the company's debt and the deal's overall contribution to profitability.

Movano, Inc. is a health-focused technology company. The firm uses non-invasive technology to enable individuals and their healthcare partners to measure and manage their health conditions. It offers solutions through the app, the cloud, the wearable, and the sensor. The company was founded by Michael Aaron Leabman in January 2018 and is headquartered in Pleasanton, CA.

Movano Inc

Movano Inc. is experiencing significant trading activity following news that its merger partner, Corvex, secured a long-term NVIDIA H200 GPU deployment, fueling speculation about its future in the AI sector. Community chatter is highly polarized, with many investors anticipating substantial price appreciation due to the low float and NVIDIA association, while others caution about the stock's pump-and-dump history and question the true depth of the NVIDIA relationship.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom (AVGO) is trending due to recent market underperformance and investor debate, despite receiving multiple analyst upgrades and notable institutional buying. The community is actively discussing potential headwinds from a reported Chinese regulatory directive impacting its VMware software segment and intensifying competition in custom chips. This has created a polarized sentiment as market participants weigh these concerns against AVGO's strong fundamentals and position in the AI infrastructure space.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

Ryvyl (RVYL) is a major topic of conversation due to its pending merger with RTB Digital, a Web3 digital media platform leveraging a Bitcoin treasury ecosystem, alongside recent efforts for Nasdaq compliance. Community sentiment is divided, with many anticipating a short squeeze fueled by the low share float and high cost to borrow, while some express caution given the company's history of reverse stock splits and past financial challenges.

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

Super Micro Computer Inc

Super Micro Computer is trending as the community eagerly anticipates its upcoming earnings report on February 3rd. The absence of a pre-earnings business update, unlike prior quarters, is widely seen as a bullish indicator, fueling speculation about a potential beat and igniting calls for a short squeeze. Despite lingering gross margin discussions, investors are focused on SMCI's critical role and perceived undervaluation in the rapidly expanding AI infrastructure market.

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<ul class="summary-bullets"><li>Ryanair in its post on X described Musk’ latest comments as ‘Twitshit’.</li><li>The feud between the two leaders erupted last week after O’Leary said he wouldn’t consider installing SpaceX’s Starlink internet for the budget airline’s fleet.&nbsp;</li><li>This week, Musk posted a poll asking users whether he should buy Ryanair and "restore a Ryan as their rightful ruler.”</li></ul>Ryanair has continued the online brawl between Elon Musk and its CEO Michael O’Leary as the airline in a post on X said that its CEO O’Leary will address the recent comments made by the world’s richest man Musk in a press conference on Wednesday.The airline’s official X account <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ryanair/status/2013651269596955135">said</a> that Ryanair CEO, Michael O’Leary will “address/undress Elon Musk’s Twitter tantrum” at a press conference on Jan. 21, describing Musk’ latest comments as ‘Twitshit’.“Musk knows even less about airline ownership rules than he does about aircraft aerodynamics,” said Michael O’Leary in the post.&nbsp;The airline also said that it is launching a “Great Idiots seat sale especially for Elon and any other idiots on X.”&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/RYANAIR_2_PNG_c7848ff5ec.webp" alt="The airline said that it is launching a “Great Idiots seat sale especially for Elon and any other idiots on X.”" width="591" height="612"></figure>Ryanair joined the online sparring last week. In response to a post asking what piece of propaganda it would never fall for, the airline replied bluntly, "Wi-Fi on planes."&nbsp;<h2 class="st-heading-2">Weeks Long Feud&nbsp;</h2>The feud between the two leaders erupted last week after O’Leary said he wouldn’t consider installing SpaceX’s Starlink internet for the budget airline’s fleet because of fuel costs from the weight and drag of the antenna mounted on the roof of the cabin. Musk called O’Leary ‘misinformed’ who in return called him an ‘idiot’."I would pay no attention whatsoever to Elon Musk — he's an idiot," O'Leary said, adding that while Musk is "very wealthy," he is "still an idiot."&nbsp;Musk fired back on X late last week, calling O'Leary "an utter idiot" and suggesting he be fired. That exchange prompted users to suggest that Musk simply buy the airline himself and implement the changes.This week, Musk posted a poll on X asking users whether he should buy Ryanair and "restore a Ryan as their rightful ruler." Nearly 78% of respondents voted in favor, while the rest voted against.<h2 class="st-heading-2">O’Leary Reign At Ryanair</h2>O'Leary has built the airline into the biggest budget carrier in the region over several decades at the job. He is also among the top 10 shareholders in the airline.&nbsp;Recently he was awarded a major bonus package for achieving certain performance metrics on the stock. The U.S.-listed stock of Ryanair has risen 62% over the past year.&nbsp;<h2 class="st-heading-2">Musk’s Previous Polls</h2>Musk has polled his followers in the past on various matters ranging from whether Tesla should accept Dogecoin as payment for its electric vehicles to if he should sell some stake in the carmaker.&nbsp;In 2022, he polled users on whether they wanted an edit button to edit their tweets on then called Twitter now X, shortly after revealing stake in the social media platform.&nbsp;After acquiring the platform, Musk polled whether he should step down as the head of the company. Musk later hired Linda Yaccarino to replace him as CEO in May 2023.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RYAAY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Retail sentiment around SPACEX trended in ‘bearish’ territory amid ‘high’ message volume.&nbsp; &nbsp;

Ryanair Boeing 737 MAX 8 as seen during taxiing, take off and flying phase in Eindhoven Airport.

Ryanair Turns Up Heat After Calling Press Briefing On Musk, Launches ‘Great Idiots Seat Sale’ Taking Aim At SpaceX Owner 

The airline’s official X account said that Ryanair CEO, Michael O’Leary will “address/undress Elon Musk’s Twitter tantrum” at a press conference on Jan. 21.

Equity

The airline’s official X account said that Ryanair CEO, Michael O’Leary will “address/undress Elon Musk’s Twitter tantrum” at a press conference on Jan. 21.


In this photo Illustration a X logo is seen on a smartphone screen and effigies of Elon Musk with the Twitter logos as background. (Photo Illustration by Nikolas Kokovlis/NurPhoto via Getty Images)

Elon Musk Opens The Black Box: X Releases Its Algorithm To The Public

The GitHub repository needs expert review, although Musk earlier said the now-released code covers how the post recommendation works in X.   

<ul class="summary-bullets"><li>Ghori, however, did not clarify which version of the Cybertruck was handed to the employee.</li><li>The demand for the vehicle has been lower than anticipated.&nbsp;</li><li>Elon Musk’s rocket and spacecraft manufacturing company SpaceX reportedly bought over 1000 Cybertrucks from Tesla.</li></ul>Tesla (TSLA) CEO Elon Musk reportedly gave away a Cybertruck to an employee of his AI startup xAI on a bet.Sulaiman Ghori, Member of Technical Staff at xAI, said in a YouTube <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=8jN60eJr4Ps">interview </a>published on Thursday that Musk promised an employee a Cybertruck if they get a training run on GPUs within 24 hours.The team accomplished a training run and the employee subsequently got the stainless steel truck with a starting price of about $79,990 in the U.S., Ghori said. Ghori, however, did not clarify which version of the Cybertruck was handed to the employee. The higher-end Cyberbeast version of the vehicle has a starting price of $114,990.<h2 class="st-heading-2">Cybertruck Demand</h2>In December, Bloomberg reported that Tesla’s South Korean supplier L&amp;F Co. has reportedly slashed its supply contract with the EV maker down to 9.73 million won from 3.83 trillion won.&nbsp;The report also noted a person familiar with the matter attributing the slash in part to issues with the Cybertruck. The supplier only ended up providing a tiny fraction of battery material that the carmaker had ordered nearly three years ago, they added.L&amp;F was contracted to supply Tesla with high-nickel cathode material which was to be used in Cybertruck batteries but only small amounts were provided due to delays in the vehicle’s development and low consumer demand, a person familiar with the matter told Bloomberg.The supply contract was also affected by broader policy and economic issues, including the elimination of Inflation Reduction Act subsidies which included a $7500 federal tax credit on the purchase of select EVs, the person added.<h2 class="st-heading-2">Weak Demand Haunts The Stainless Steel Juggernaut</h2>Tesla started delivering the Cybertruck in November 2023 after a long wait. However, the truck was pricier than proposed during unveiling in 2019, dragging down demand and preventing reservation holders from actually placing the order. Musk had said in 2019 that the entry level variant of the truck would start at just about $40,000, while the most premium version would start at around $70,000.The Cybertruck’s stainless steel exterior and angular design also pulled split opinions, with some deeming it ugly while others appreciated the change.Musk has previously predicted that Tesla could sell up 500,000 Cybertrucks annually. However, in 2024, the company sold only 85,133 units of all its premium models combined, which includes the Model S, X and the Cybertruck, putting Cybertruck annual sales alone at below 30,000 units on an estimate.Elon Musk’s rocket and spacecraft manufacturing company SpaceX has also reportedly bought over 1000 Cybertrucks from the billionaire’s EV company Tesla. Electrek reported in December, citing a source familiar with the matter, that SpaceX has bought over 1000 Cybertrucks from Tesla and that it could ramp to about 2000 over time.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stayed within the ‘neutral’ territory while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 6% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/riot-signs-amd-data-center-lease-funds-texas-expansion-with-bitcoin-sale/cmUluNoR4Bi">Riot Signs AMD Data Center Lease, Funds Texas Expansion With Bitcoin Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The sun rises on a Tesla Cybertruck as it drives next to the Hudson River on October 31, 2024, in Weehawken, New Jersey. (Photo by Gary Hershorn/Getty Images)

Tesla CEO Elon Musk Reportedly Gave Away A Cybertruck To An xAI Employee On A Bet

Sulaiman Ghori, Member of Technical Staff at xAI, said in a YouTube interview published on Thursday that Musk promised an employee a Cybertruck if they get a training run on GPUs within 24 hours. 

<ul class="summary-bullets"><li>The coalition said the technologies are being used to produce and circulate non-consensual intimate images and child sexual abuse material.</li><li>They stated that allowing these AI-enabled services to remain available violates app store safety guidelines and normalizes harmful behavior online.</li><li>The letter includes backing from organizations such as UltraViolet, the National Organization for Women, MoveOn, and ParentsTogether Action.&nbsp;</li></ul>A broad alliance of digital rights, child protection and women’s advocacy groups has called on Apple Inc. (AAPL) and Alphabet Inc.’s (GOOGL, GOOG) Google to pull the Grok AI chatbot and the X social media app from their respective app stores.&nbsp;The coalition said the technologies are being used to produce and circulate non-consensual intimate images and child sexual abuse material, raising urgent safety concerns.<h2 class="st-heading-2">Call To Action From Advocacy Groups</h2>In a letter shared publicly by the organizations, the activists urge the swift removal of the Grok app and the X platform from mobile marketplaces, saying both tools facilitate widespread misuse.&nbsp;They stated that allowing these AI-enabled services to remain available violates app store safety guidelines and normalizes harmful behavior online. The letter includes backing from organizations such as UltraViolet, the National Organization for Women, MoveOn, and ParentsTogether Action.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> inched 0.5% and 0.4% lower, respectively, in Wednesday’s premarket.<h2 class="st-heading-2">Alleged Harm And Evidence</h2>Scrutiny grew after Grok began producing sexually explicit, degrading, or violent images involving women and children, many of which circulated widely on X. Research&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grok-ai-is-in-the-spotlight-today-this-time-not-for-a-good-reason/cmxyCHvR42G">revealed</a> that the number of sexualized and nude images shared publicly on the platform was much greater than on other leading sites with similar content.The letter notes that an official Grok account on X published around 6,700 sexually suggestive or nude images per hour over a 24-hour period. The groups said that Grok itself admitted to creating one instance of child sexual abuse material on Dec. 28, 2025, stating that an AI image depicting girls aged 12-16 in sexualized outfits violated ethical and legal norms.Several governments have already acted. Malaysia and Indonesia moved to ban Grok over explicit content concerns, while regulators in parts of Europe and the U.K. have launched investigations or requested explanations.&nbsp;In response to mounting public pressure, Musk announced that image-generation tools on X would be restricted to paid subscribers, though the features remain accessible in the standalone Grok app.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baidu-hong-kong-primary-listing-rising-us-china-market-tensions/cmUL9EgR4eE">Baidu Reportedly Weighs Hong Kong Primary Listing Amid Rising US-China Market Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple, Google Face Pressure From Digital Rights Group For Removal Of Grok, X From App Stores

In a letter shared publicly, activists urge the swift removal of the Grok app and the X platform from mobile marketplaces, saying both tools facilitate widespread misuse. 

In this photo illustration, the Google logo is seen displayed on a smartphone screen and the Apple logo in the background. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Elon Musk Slams Apple-Google Deal: ‘Unreasonable Concentration Of Power’

Tesla’s CEO highlighted in a post on X that Google already has Android and Chrome and the collaboration will add to the power that the big tech company wields.

<ul class="summary-bullets"><li>XAI had a net loss of $1.5 billion and an operating loss $922 million in the September quarter, according to Bloomberg.&nbsp;</li><li>The management has indicated internally plans to continue investing in AI, which, among other things, would power Tesla’s Optimus robots.</li><li>XAI recently closed a $20 billion series E funding round.</li></ul>Elon Musk’s xAI is ramping up spending on AI development, with a current focus on building a self-sufficient AI system to power humanoid robots such as Tesla’s Optimus, even as losses widen, Bloomberg reported on Thursday.XAI reported a net loss of $1.5 billion in the September quarter, up from $1 billion in the first quarter of 2025, according to internal documents, people familiar with the company's financials, and a recent investor call.The company’s operating loss increased 7% to $922 million in Q3, even as revenue more than doubled to $107 million. Total revenue in the first nine months of 2025 was $208 million, and is projected to be $500 million for the full year.&nbsp;XAI, which encompasses X and xAI, as well as AI operations that support Musk’s other companies, such as Tesla, is privately held and does not disclose its financial results.Bloomberg also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-09/musk-s-xai-reports-higher-quarterly-loss-plans-to-power-optimus">reported</a> details from a recent xAI investor call, where the management discussed future plans. The leadership, including Chief Revenue Officer Jon Shulkin, told investors that xAI’s core focus is now building AI agents and other software at speed.Those products will feed into what’s called “Macrohard” — a term Musk has said refers to an AI-only software company, the name a play on “Microsoft” — until it eventually can power Optimus.&nbsp;Stocktwits previously detailed how xAI is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-is-ramping-ai-compute-at-breakneck-speed/cL7BTsJREzG">investing heavily</a> to expand its flagship data center campus in Memphis, Tennessee, which Musk has said will be a cornerstone for powering its AI advancements.&nbsp;XAI Holdings&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/musk-xai-raises-20-billion-dollars-in-series-e-funding-round/cmxD4CPR4cT">raised</a> $20 billion in funding from investors, including Nvidia, Valor Equity Partners, and the Qatar Investment Authority, earlier this week. The round valued the company at $230 billion.<h2 class="st-heading-2">AI Players Spend Aggressively</h2>The AI sector is becoming an arms race, with leaders like OpenAI and Google pouring billions of dollars into new AI capabilities and aggressive product rollout schedules.OpenAI has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-openai-spend-trillions-of-dollars-on-infrastructure/chsPsmJRdfF">committed</a> to spending a whopping $1.4 trillion over the next seven years, mainly towards data centers. Alphabet and Microsoft have also indicated plans to further increase their capital expenditures, following already record levels last year.&nbsp;The investments have reached a point where they are fueling market concerns that future revenue gains may not even justify the current pace. If they don’t, the stock market, which carries significant weight in Big Tech and AI-linked stocks, could crash.&nbsp;&nbsp;xAI’s cash burn rate, which Bloomberg sources report is less than $1 billion a month, is, however, significantly lower than OpenAI's. Musk and his xAI are the most recent entrants in the AI space.Interestingly, the Tesla founder said in a recent Joe Rogan podcast interview that he was essentially forced to step in after calling for the AI industry to slow down. In fact, in 2023, Musk was part of a group of tech leaders that signed a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://futureoflife.org/open-letter/pause-giant-ai-experiments/">petition</a> calling on AI developers to rein in the pace of development.“I came to realize that really there's two choices here: Either be a spectator or a participant. And if I'm a spectator, I can't really influence the direction of AI. But if I'm a participant, I can try to influence the direction of AI and have a maximally truth-seeking AI with good values that loves humanity,” he said on the podcast.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-declares-tariff-win-yet-again-as-us-trade-deficit-sinks-to-17-year-low/cmU2blUR45q">Trump Declares Tariff Win Yet Again As US Trade Deficit Sinks To 17-Year Low — Supreme Court Decision Looms</a>&nbsp;

The xAI and Grok logos are seen in this illustration photo, with Elon Musk's picture in the background. (Photo by Jaap Arriens/NurPhoto via Getty Images)

OpenAI Isn’t Alone: Even Elon Musk’s xAI Is Reportedly Burning Cash At An Alarming Rate

The company is investing in AI systems to power humanoids, while expanding its data center capacity.

<ul class="summary-bullets"><li>Musk’s lawsuit against OpenAI, alleging that the AI giant violated its founding mission, would go to trial, the judge says.</li><li>OpenAI converted to a for-profit entity last year and is laying the groundwork for an IPO.</li><li>Musk and OpenAI CEO Sam Altman have sparred on several issues lately, and the AI firm is a defendant in another one of Musk’s suits.</li></ul>OpenAI could be in for a long-drawn legal battle, as a federal judge has indicated that the court would allow a high-profile lawsuit by billionaire Elon Musk to proceed to a jury trial.<h2 class="st-heading-2">Musk, Sam Altman Showdown</h2>Musk, who was a co-founder when OpenAI started as a research lab in 2015 and left three years later, sued the maker of ChatGPT in 2023. He has alleged that OpenAI violated its founding mission of nonprofit-style, equitable growth of AI by restructuring into a for-profit entity, which it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-microsoft-gear-up-for-next-phase-of-partnership-as-chat-gpt-maker-nears-for-profit-conversion/chw8BmhRdw2">completed last year</a>.&nbsp;“This case is going to trial,” and there is “plenty of evidence” suggesting OpenAI’s leaders made assurances that its original nonprofit structure was going to be maintained, U.S. District Judge Yvonne Gonzalez Rogers said, indicating that she plans to reject OpenAI’s plea to dismiss the case. A written order has not been issued so far.<h2 class="st-heading-2">OpenAI’s Supercharged Growth</h2>After the November 2022 launch of ChatGPT, OpenAI has grown at a phenomenal rate, with this AI technology and chatbot ushering in a major shift in business and society. The company, last valued at around $500 billion, grew with significant early investment and a cloud partnership with Microsoft, and is now reportedly laying the groundwork for a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">massive initial public offering</a>.<h2 class="st-heading-2">OpenAI Legal Woes</h2>The legal fight is unfolding against the backdrop of an intensifying contest for leadership in the generative AI space, where Musk’s xAI and its Grok chatbot are vying with OpenAI and other technology players.Musk and OpenAI CEO Sam Altman have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-says-elon-musk-left-openai-for-dead-after-tesla-ceo-accuses-him-of-stealing-a-nonprofit/cL2ZqkfR3yo">repeatedly clashed&nbsp;</a>online over a range of issues, and OpenAI is also named as a defendant in a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-xai-accuses-apple-openai/chsss4hRdSG">separate lawsuit</a> from Musk that alleges anti-competitive AI market collusion by OpenAI and Apple.Meanwhile, OpenAI’s legal troubles are mounting, with a steady dose of copyright complaints from publishers and authors. Stocktwits detailed the new lawsuits filed last year in a recent&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openais-damning-year-of-legal-battles-exposes-cost-of-moving-fast/cLepNusREup">report</a>.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/new-year-blues-for-apple-googl-market-cap-surges-past-iphone-makers/cmUGtKFR4Pb">New Year Blues For Apple: GOOGL Market Cap Surges Past iPhone Maker's After 7 Long Years, Powered By AI Push</a>

In this photo illustration, the logo of 'OpenAI' is displayed on a mobile phone screen in front of a computer screen displaying the photographs of Elon Musk and Sam Altman. (Photo by Muhammed Selim Korkutata/Anadolu via Getty Images)

OpenAI’s Legal Nightmare Isn’t Over: Judge Greenlights Jury Trial In Elon Musk’s Lawsuit Challenging For-Profit Shift

The development sets the stage for a major showdown between two of the most high-profile tech executives.

<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.

<ul class="summary-bullets"><li>Tesla combines Nvidia training hardware with in-house AI4 chips to manage overall AI costs.</li><li>Musk highlighted Tesla’s scale, with about 2 million AI-equipped vehicles produced annually.</li><li>Nvidia CEO Jensen Huang said Tesla’s autonomous driving stack is the most advanced in the world.</li></ul>Tesla Inc. CEO Elon Musk on Tuesday criticised the broader automotive industry for lagging in artificial intelligence development, while outlining the scale of the EV maker’s spending on Nvidia hardware and its own in-house AI systems.Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2008679154598969430">said on X</a> that Nvidia is “providing helpful tools to the automotive industry,” but added that the automotive industry itself is “doing very little on their own.”He added that Tesla will have spent about $10 billion cumulatively on Nvidia hardware for AI training by the end of this year. Musk said Tesla combines that spending with its own AI4 chips to process large volumes of video data, adding that without its own chips, the company would likely need to spend double that amount.He also pointed to Tesla’s manufacturing scale, saying the company is producing around 2 million vehicles a year and rising, each equipped with a dual system-on-chip AI4 setup, eight cameras, redundancy in steering actuation and other systems, along with high-bandwidth communication.<h2 class="st-heading-2">Nvidia’s Alpamayo And The ‘Long Tail’ Debate</h2>Musk’s comments followed Nvidia’s recent launch of Alpamayo, a family of autonomous driving AI models, simulation tools and datasets aimed at addressing rare and complex driving scenarios using reasoning-based approaches.Musk said he was “not losing any sleep” over the launch and added that he genuinely hopes Nvidia’s effort succeeds. He said the approach reflects what Tesla is already doing, while cautioning that rare and complex edge cases remain the hardest part of autonomous driving.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2008328043475947951">In a separate post on X</a>, Musk said, “Well, that’s just exactly what Tesla is doing,” adding that it is “easy to get to 99% and then super hard to solve the long tail of the distribution,” referring to complex scenarios that autonomous systems struggle to handle.<h2 class="st-heading-2">Nvidia CEO Backs Tesla’s Autonomous Stack</h2>Jensen Huang responded to Musk’s remarks by praising Tesla’s autonomous driving technology, calling it the most advanced in the industry, according to an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BloombergTV/status/2008641724663361543">interview</a> with Bloomberg.Huang said Tesla’s autonomous vehicle stack and operations are the most advanced in the world and that Tesla was already using end-to-end AI. He said whether Tesla’s system explicitly incorporates reasoning is secondary to the broader challenge Musk highlighted, noting that achieving the first 99% of autonomous capability is difficult, while solving the long tail is even harder.Huang said Nvidia’s approach is also vision-based, supplemented with radar and lidar, and described Tesla’s system as state-of-the-art. He said Tesla’s stack is hard to compare with others and said he would not criticize it, instead encouraging Tesla to continue its current approach.<h2 class="st-heading-2">Tesla-Nvidia Ties Extend Beyond Autonomy</h2>Nvidia is among the investors in Elon Musk’s xAI, which said on Tuesday that it completed an upsized Series E funding round,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/musk-xai-raises-20-billion-dollars-in-series-e-funding-round/cmxD4CPR4cT">raising $20 billion</a> and exceeding its $15 billion target.xAI said Nvidia, alongside other investors, is supporting the rapid scaling of its compute infrastructure and the buildout of what it described as the world’s largest GPU clusters. The company said it ended 2025 with more than one million H100 GPU equivalents deployed across its Colossus I and II data centers, which power training for its Grok models and related AI products.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Tesla was ‘extremely bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_df3ef9016a.webp" alt="tsla ss.png" width="971" height="143"><figcaption>TSLA sentiment and message volume as of January 6| Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment on Tesla was ‘extremely bearish’, while sentiment on Nvidia was ‘bullish’, with message volume described as ‘high’ for both stocks.One user said investors should “relax,” arguing that remarks from Jensen Huang highlighted how difficult it is for rivals to match Tesla due to a lack of real-world driving data, adding that Tesla is continuously collecting billions of miles of real-world data without relying on simulation.<stembedurl>https://stocktwits.com/MathPuzzleSolved/message/641027213</stembedurl>Another user focused on Tesla’s valuation, saying: “Tesla is priced way too high. It's due for a major drop to $360-380. Fundamentals don't match up with the price”<stembedurl>https://stocktwits.com/tradeordie24/message/641029277</stembedurl>While&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 5% over the past 12 months,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a>&nbsp; has jumped 30% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk pictured in on January 24, 2023 in San Francisco, California. (Photo by Justin Sullivan/Getty Images)

Elon Musk Calls Out Automakers For Doing ‘Very Little’ As Tesla Pours $10B Into Nvidia AI Training

Musk outlined Tesla’s AI hardware setup and vehicle scale, while Nvidia CEO Jensen Huang hyped up the EV maker’s autonomous driving stack.

The xAI logo is seen on a mobile device in this photo illustration on 13 July, 2023 in Warsaw, Poland. 

Elon Musk’s xAI Goes All-In On Gas Power To Fire Up Nvidia-Powered Data Centers

xAI is targeting 2 gigawatts of compute capacity and is reportedly raising $15 billion to fund its AI infrastructure arms race.

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